12th Annual Southeast Institutional Forum

Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook The financial landscape continues to evolve in an era marked by unprecedented global events. Investors are faced with the imperative challenge of constructing resilient portfolios in the face of economic shifts and market volatility. The panel will shed light on the current macroeconomic landscape, providing insights into global economic trends and their potential impact on various asset classes.

Fixed Income: Trends Shaping Today’s Landscape Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs? Given this precarious moment in time, investors are left wondering what role bonds should play within their portfolios.

The Equity Calculation: Evaluating its Effect on Portfolios The equities market faces substantial influence from earnings expectations, elections and policy considerations, sector institutional bets, slowing economies and interest rates. Will the rally continue?

Institutional Views on Private Credit’s Growing Portfolio Utility & Importance Great Recession-era bank regulations helped fuel the rise of private credit, as investors looked for more attractive returns. The rise is not without its challenges, and private-credit investors are preparing to face higher borrowing costs and a slower economy weighing on the margins of portfolio companies.

Sustainability-Considerations for a Successful Institutional Investment Strategy Numerous institutional investors think asset managers should be more proactive in developing new ESG products. ESG has moved from being a niche consideration to a central component of strategic institutional investment. This panel will delve into the crucial role of ESG in shaping institutional investment strategies, offering expert insights on navigating this evolving landscape.

Recognizing Emerging Markets’ Opportunities and Challenges Understanding the dynamic landscape of emerging markets is crucial for allocators who want to explore the unique opportunities and challenges that come with investing in these regions. With global economic tides constantly shifting it's important to have a sound asset allocation strategy that includes emerging markets.

Alternatives – Time to Shine In 2024, interest rates stayed high as central banks around the work continued to fight inflation. Which alternatives offer the most meaningful diversification and how can the best managers be sourced?

Effectively Investing Through Private Markets; Diversification & Returns As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, private markets stand out as an area of opportunities. The panel brings together leading alternatives investors and allocators to share the role private equity, private debt, venture capital and more play in their portfolios and what they look for in managers to meet their objectives in these asset classes.

Real Estate & Real Assets: Seeking the Best Prospects Inflation and interest rate shifts have led investors to look at real assets to help cushion their portfolios in times of volatility. Join our panel of experts as they examine investment strategies, trends, and risks for the year ahead.

Leadership Roundtable: Decision-Making in Disruptive Times In the midst of all this operational, cultural, and technological change, businesses must make strategic decisions on how to run and steer their firms in the face of these challenges. Leading institutional investors shed light on the most pressing investment and management issues facing their organizations for example, how have global developments shifted priorities and what are reasonable expectations for investment returns this year?