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
Ms. Scott lives in Atlanta, Georgia and is married (Michael) with two children ages 20 (Michael) and 18 (Zoe).
Mary Cahill Former CIO, Emery University, CEO/CIO Acansa Investment Management
Nick Martowski Chief Investment Officer MagMutual Insurance Company
Joseph Sroka Chief Investment Officer NovaPoint Capital
Shawn Pope Director, Retirement Investments Cox Enterprises
Tim McEnery Managing Director, Senior Consultant Verus
Chetan Grover Senior Investment Consultant Aon
Samantha Grant Senior Consultant Verus
Matthew Brenner Managing Vice President, Investment Product Management MissionSquare Retirement
Christopher Reynolds Managing Director, Institutional RiskBridge Advisors
Susie Wang Director, Investment Strategy Team Balentine
Aradhana Kejriwal Managing Partner Practical Investment Consulting
Catherine Abely Principal, Alternatives Mercer
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FIXED INCOME: ALL THE WAYS IT ALWAYS MATTERS
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.
BUILDING A DURABLE EQUITY PORTFOLIO
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.
PUBLIC AND PRIVATE OPPORTUNISTIC ALTERNATIVE INVESTING
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
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
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
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.|