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 70+ 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.
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
Kenneth A. Souza Investment Director University of South Florida Foundation
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
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.
Strategies to Mitigate the Portfolio Impact of the Next Recession
Insurance Linked Strategies – The Evolution of a Niche Asset Class
Fixed Income Risks
Macro Outlook and Global Asset Allocation
Dissecting the True Risks in China
The Road Less Traveled: An Alternative Path to Capturing Yield using Semi-Liquid Credit
Recent Developments in Opportunistic High Yield Bonds
Alternative Beta: Implications for Your Portfolio
Emerging Markets: Relevancy and Value in Today's Markets?
A Conversation with the Region’s Leading Chief Investment Officers
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|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.|