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.





Please note only corporate email addresses will be accepted.

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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


Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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