The 4th Annual Southeast Institutional Investors Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise.
The program’s agenda will cover pension fund management, smart beta, private equity, global equity, hedge funds, securities litigation, interest rates and the credit cycles, real assets and more. The forum is specially designed to bring together 100+ senior staffs, investment officers, board members and trustees representing Georgia, North Carolina, South Carolina, Florida, Alabama, and Louisiana.
CPAs can receive CPE credits towards their continuing education obligations.
Misti Preziosi Assistant State Treasurer, Chief Investment Officer Mississippi Office of State Treasurer
Greta Tinaglia Executive Director Fulton County School Employees' Fund Pension Board
Gary Arenson Trustee City of Pembroke Pines Police and Fire Pension Fund
Andrew Fisher Managing Director of Public Markets Emory Investment Management
William Eckman Senior Vice President Segal Rogerscasey
Andy Webb Vice President Highland Associates
Michael McCauley Senior Officer - Investment Programs & Governance State Board of Administration (SBA) of Florida
Dexter Cunningham Trustee City of Birmingham Police & Fire Supplemental Pension Fund
Travis Newman Consultant DeMarche Associates
Ian Janecek Research Director Private Equity | Senior Consultant Gavion
Adam Newton Senior Investment Consultant Aon Hewitt Investment Consulting
Micheal Sullivan Treasury Director City of Atlanta
James Love General Council Birmingham Alabama Fire and Police Pension
Gary Stiles Board Chairman Fulton County Employee Retirement System
Jonathan Glidden Managing Director – Pension Investments Delta Air Lines
Larry Mahle Trustee City of Atlanta Firefighters' Pension Plan
Brian Smith Consultant, Senior Vice President Callan Associates
Phillip Moran Absolute Return Investment Analyst UPS
STYLE INVESTING THE SMART WAY
Actively combining risk premiums to achieve stable out-performance.
MAJOR FORCES AND TRENDS IN 2016
As we enter into a new calendar year, what are some of the big issues that will likely see continuations from the previous periods?
PRACTICAL STEPS TOWARDS ESG INTEGRATION
How can environment, social and governance (ESG), as well as manager diversity, considerations be woven into the portfolio construction process?
INVESTING IN TODAY'S GLOBAL EQUITY MARKETS
Amid the dynamic nature of global equity markets, where can opportunities be found today, and what are the challenges facing plan sponsors?
|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.|
Head of the Institutional Investors Group
Head of US Institutional Sales