9th Annual Southeast Institutional Forum Atlanta | October 20, 2022 Request Agenda

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 institutional community.


Kevin Moose, Head of Global Rates, Senior Portfolio Manager of External Fixed Income, State Board Administration of Florida

Kevin Moose joined Florida State Board of Administration January 2015 and serves as both the Head of G10 Interest Rate Strategy and Senior Portfolio Manager for External Fixed Income Investments. As Sr. Portfolio Manager for External Fixed Income Investments, Kevin leads a small team which monitors risk and performance in isolation, against their peer group, and within the SBA fixed income portfolio aggregate. The team also identifies and reviews investment strategies which may complement existing strategies and manages all aspects of the selection and on-boarding of new managers as well as termination and liquidation of existing managers. Kevin also leads the Rates team and is responsible for the development and implementation of the G10 global interest rate strategy of the internal actively managed fixed income portfolio.

Prior to joining Florida SBA, Kevin worked in capital market sales at Mizuho Securities as a fixed income generalist. Kevin began his career at Voya Investment management for nearly 13 years in various roles to include actuarial analyst, risk management, senior trader and portfolio manager. Kevin holds a BS Mathematics from Southern Polytechnic State University. 

Dekia Scott, Director, Public Market Investments, Southern Company

Ms. Scott is the Chief Investment Officer at Southern Company where she leads the Trust Finance team overseeing the investments of the company’s corporate pension plan (market value of approximately $15B) and the investment options of the company’s 401k plan (market value of approximately $8B).  The team also has direct investment oversight responsibility of various other asset pools such as the Georgia Power Nuclear Decommissioning Trust, the Georgia Power and Southern Company Gas VEBA Trusts, and the Georgia Power Company, Southern Company Charitable, and Southern Company Gas Charitable Foundations, including the Northern Illinois Community Initiative of NICOR Gas.  Ms. Scott has been with Southern Company since 2000.

Ms. Scott has a broad array of experience ranging from asset manager research and manager structure to portfolio strategy, asset-liability analysis, and accountability to executive management. Ms. Scott has developed strong relationships with many asset management organizations and professionals, across various layers of the institutional investment industry.     

Ms. Scott has a BA in Economics from Spelman College and an MBA in Finance from the Goizueta Business School of Emory University.  Ms. Scott is a CFA (Chartered Financial Analyst) charterholder and currently serves on the Board of Directors of the Council on Alcohol and Drugs (an affiliate of the Georgia Chamber of Commerce), the Community Foundation for Greater Atlanta where she serves as Chairperson of the Foundation’s Investment Committee, the Development Committee of KIPP Atlanta and the Advisory Board of the Goizueta Business School’s Masters in Analytical Finance program. 

Ms. Scott lives in Atlanta, Georgia and is married (Michael) with two children ages 20 (Michael) and 18 (Zoe).





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Key Discussion Topics



Our panel will discuss how the fixed income market is fairing in this brave new world of Fed dominated investing, with fears of rising inflation. They’ll explore the infinite number of ways that fixed income allocations can be made, and will opine on why fixed income always matters.





Recently investors have come to understand equity return is also dominated by risk premia, such as Value, Momentum and Quality. These subsegments each yield higher return and risk than the market, offering a means to capture incremental return in a very risk-efficient way. This panel will discuss these factors and address how manager skill in portfolio construction and risk management can serve to deliver the most consistent excess returns, and to minimize the potential for underperformance in a 3 - 5-year horizon.




Our opportunistic alternative investing session will reevaluate alternative beta, smart beta, alpha return, commodity-based and private investment, as well as instilling crisis management and downside protection.


ld 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. 


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.


The Commerce Club
191 Peachtree St 49th Floor
Atlanta, Georgia
USA 30303


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