10th Annual Southeast Institutional Forum 2023 | Markets Group | 15 November 2023 | Buckhead, 3344 Peachtree Rd NE Suite 2600, Atlanta, GA 30326, USA

This event 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.

2023 Speakers

Jonathan Glidden
Managing Director – Pension Investments, Delta Air Lines

Walter Kress
Chief Investment Officer, EY

Ernie Caballero
Chief Investment Officer, UPS

Eli Niepoky
Investment Committee, Vice Chair, Employees' Retirement System of Georgia

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

Samantha Grant
Senior Consultant, Verus

David Brand
Chair of Investment Board, City of Atlanta General Pension Fund

Dakota Burke
Director, Investments, WTW

Aaron Chastain
Senior Investment Consultant, NEPC

Terrence Jones
Manager Research Consultant, Mercer

Kelly Henson
Partner, US DC Investment Strategy Leader, Mercer

Moromoke Adefila
Institutional Investment Associate, Wilshire

2023 Sponsors

TITLE SPONSORS:
• Mawer

PLATINUM SPONSORS:
• Diamond Hill
• Manulife
• Robeco

GOLD SPONSORS:
• AllianceBernstein
• American Century Investments
• Bridge Investment Group
• Federated Hermes
• Invesco
• Man
• MFS
• Global Asset Management
• ScientificBeta
• SLC