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Asset Owners Series Roundtable
May 01, 2019
11:30 AM - 1:00 PM
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103 West
103 West Paces Ferry Rd
Atlanta, GA 30305
Directions
Join ASFIP for a roundtable event that is designed to be of interest to all investment professionals, especially those in the Institutional Investment community. We will have panelists representing institutional Asset Owners (Pension Funds, Endowments) and Institutional Consultants discussing relevant topics impacting their individual Funds, their Clients and the industry. Some of the topics will include:
- Current trends in Asset Allocation and Risk Management.
- Investment Policy development/ implementation/ modification.
- Active Management - current trends with managers, is “Active” still relevant?
- ESG investing initiatives.
- Use of Alternative Investments, are you increasing or decreasing allocations? What Alternative areas look attractive?
- Liability Driven Investing - have you implemented?
- Factor-Based (or "Smart Beta") Investing - Does it have a place in your Fund (now or in the future)?
- The impact of Fed "Quantitative Easing" on your Fund.
This is a sample of the topics up for discussion and debate from our panelists, and you are invited to bring questions to our panelists that relate to your practice area. We look forward to a lively discussion from our panelists on topics relevant to the Investment community.
Speakers to include :
Brad Gates – Director of Private Markets – Southern Company – Pension
Barry Berlin – Managing Director Private Wealth – CIBC – Family Office
Grace Moore – Portfolio Specialist - Global Equities at Georgia Tech Foundation – University Endowments
Chetan Grover, CFA Senior Consultant, Aon Hewitt Investment Consulting
Emily Hylton, CFA Associate Partner, Aon Hewitt Investment Consulting
Future Meetings
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354