9th Annual Southeast Institutional Forum 2022 | Markets Group | 20 October 2022 | Commerce Club ATL, 191 Peachtree St NE 49th Floor, Atlanta, GA 30303, USA

This 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

2022 Speakers

KEYNOTE SPEAKERS:

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

Thomas Kim
Deputy Chief Investment Officer, Tennessee Department of Treasury

SPEAKERS:

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 Investments

Chetan Grover
Senior Investment Consultant, Aon

Samantha Grant
Senior Consultant, Verus Investments

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

Jeff Boucek
Senior Vice President & National Director of Public Fund Investment Consulting, Segal Marco Advisors

Rhonda Armstrong
Senior Director, Finance, Rheumatology Research Foundation

2022 Sponsors

PLATINUM SPONSORS:
• American Century Investments
• Jupiter Asset Management
• MGG
• Putnam Investments

GOLD SPONSORS:
• Diamond Hill
• MFS
• Morgan Stanley
• Ninety One
• Principal
• State Street SPDR