The 9th Annual Southeast Institutional Forum is the region's leading conference for pension funds,
insurance companies, foundations & endowments, hospital plans sovereign
wealth funds and consultants from throughout the region. The forum’s content is
developed through hundreds of one-on-one meetings with the institutional
investment community and the program's speaker faculty is primarily comprised
of leaders in the sector across U.S. Southeast region.
Our
agenda covers asset allocation and protection, equity markets, fixed income,
alternative investments, as well as succession planning and an outlook of the
financial markets and the global economy. This event is completely closed-door
and invitation-only, and it is designed to enable genuine peer-to-peer learning
and networking for the regional private wealth community.
We're
committed to the health and safety of all of our attendees. At each of
our events the following COVID-19 related protocols will be in place to ensure
a safe and comfortable experience for all guests:
- All attendees are required to be *fully vaccinated
- Modified room set up and seating arrangements
- Temperature check upon entry
- Enhanced cleaning and sanitation stations
- Limited touch food and beverage service
*Fully
vaccinated means two weeks after the second dose in two-dose vaccine or two
weeks after the first dose in a one dose vaccine.
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Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
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.
Global Fixed Income: Risks and Opportunities
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.
Using ETFs to Build and Scale Internally Managed
Portfolios
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.
A Conversation with the Region’s Leading Chief Investment
Officers
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.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
PRICING
| 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. |
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