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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PAST SPEAKERS
L. C. (Buster) Evans Executive Director Teachers Retirement System of Georgia
Jerry Davis Chief Investment Officer Piedmont Family Foundation
Dekia Scott Director, Public Market Investments Southern Company
Kevin Moose Sr. Portfolio Manager - Fixed Income External Management Florida State Board of Administration
Nick Martowski Chief Investment Officer MagMutual Insurance Company
Wayne Wicker Chief Investment Officer MissionSquare Retirement
Carrie Schaaf Investment Portfolio Manager Kentucky Farm Bureau Insurance
Dmitriy Voronkov General Manager, Pensions Delta Air Lines
Gustavo Bikkesbakker Senior Vice President Meketa Investment Group
Patrick Decker Managing Director Wake Forest University
Elijah Reese US Head of Fixed Income Manager Research Aon Hewitt Investment Consulting
Rhonda Armstrong Senior Director, Finance Rheumatology Research Foundation
Frederick Bailey Chairman of the Investment Committee City of Savannah Employees Retirement Fund
Jeff Boucek Senior Vice President & National Director of Public Fund Investment Consulting Segal Marco Advisors
Ivan Howard Investment Officer Hirtle, Callaghan & Co.
Lila Han, CFA, CAIA Associate Partner, Non-Profit Investment Solutions Aon
William Emmett Senior Vice President Callan Associates
Charles Mansfield Senior Director, Client Portfolio Manager MissionSquare Retirement
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
REQUEST AGENDA
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Key Discussion Topics
Macro
Outlook and Global Asset Allocation
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
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.
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.
EMERGING MARKET DEBT AND EQUITY OVERVIEW
Our emerging market session will explore the impact of COVID-19 on debt and equity markets.
GROWTH VS. VALUE: WHY IT'S TIME TO THINK OUTSIDE THE STYLE BOX
Value stocks have massively underperformed growth over the past decade. While the trend may be poised to reverse, long droughts and sharp reversals in individual styles raise the question: Might equity portfolios be more robust if they were not entirely beholden to swings in growth and value returns?
NAVIGATING THE AFTERMATH OF COVID-19
Being an institutional
investor has never been a cakewalk. But the stress, as well as
complex risk profile of each person’s investment role, have both turned
monumental in the wake of COVID-19. We ask our Roundtable panelists to discuss
how the coronavirus pandemic changed their job description--for better and
worse.
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.
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. |
VENUE
The Commerce Club
191 Peachtree St 49th Floor
Atlanta, Georgia
USA 30303
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