The 8th Annual Southeast Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Southeast institutional investment community.
The forum's agenda was developed through extensive local travel and feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants.
Conference participants will be able to earn up to 8 CPE credits in the fields of economics and finance.
L. C. (Buster) Evans Executive Director Teachers Retirement System of Georgia
Wayne Wicker Chief Investment Officer ICMA-Retirement Corporation
Jonathan Glidden Managing Director – Pension Investments Delta Air Lines
Jeffrey Boucek SE Region Practice Leader, National Director of Public Fund Consulting Segal Marco Advisors
Kevin Moose Head of Global Rates, Senior Portfolio Manager State Board Administration of Florida
Nick Martowski Chief Investment Officer MagMutual Insurance Company
Meredith Jones Partner, Head of Emerging Manager Research Aon Hewitt
Tim Barron Chief Investment Officer Segal Marco Advisors
Gustavo Bikkesbakker Senior Vice President Meketa Investment Group
Rhonda Armstrong Senior Director, Finance Rheumatology Research Foundation
Ray Dingledine Chair, Investment Committee Society for Neuroscience
Carrie Schaaf Investment Portfolio Manager Kentucky Farm Bureau Insurance
Jerry Davis Chief Investment Officer Piedmont Family Foundation
George Hauptfuhrer Principal Prime Buchholz
William Eckman Vice President LCG
Ivan Howard Investment Officer Hirtle, Callaghan & Co.
William Emmett Senior Vice President Callan Associates
Nimisha Srivastava Global Head of Credit Willis Towers Watson
Please note only corporate email addresses will be accepted only.
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By using your corporate email address, we can verify that you are a registered financial professional.
Macro Outlook and Global Asset Allocation
Could COVID-19 bring the long-theorized Great Reset of capitalism to bear? Our opening session will critique and contrast institutional asset allocation before and after the worldwide pandemic.
Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.
ESG in Practice for Long Term Investors
The panel will examine specific strategies investors are using to address and integrate ESG issues in systematic value and multi-factor-based frameworks, among other ideas.
This session will cover how institutions are addressing the growing execution needs of different asset classes and newer instruments such as ETFs.
Fixed Income: Evolving Opportunities in the Securitized Markets
Panelists will discuss areas their organizations are exploring including the three primary sectors of the securitized space: (ABS), (CMBS), and (RMBS).
An Evolving World for Alternative Credit
The impact of COVID-19 on alternative credit was swift and severe. Bank and local government assistance will mitigate publicly traded asset-, commercial- and residential mortgage-backed borrowing--but for how long? Can structured finance manage novel coronavirus risk?
Are the Benefits of Multi-Factor Investing Still There?
Our panel will address various aspects of this subject including what it takes to weather the short-term troughs and deliver long term stable performance.
Emerging Markets: Relevancy and Value in Today's Markets?
For America, the risk of losing not just a diverse asset class, but a pillar of globalization, is real. What factors should investors consider when debating whether to allocate to or diversify within the asset class?
How Multi Strategy Portfolios Can Deliver on the Original Promise of Institutional Hedge Fund Programs
This panel will explore how diversified alternative portfolios may be uniquely positioned to deliver on what should have been the original promise of institutional hedge fund programs: positive absolute returns that are uncorrelated to traditional asset classes.
This discussion Chief Investment Officers will focus on the key investment and management issues facing their funds, along with what they consider to be their plans' "best ideas" with regard to investment strategy.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|