13th Annual Southeast Institutional Forum 2026
Markets Group publishes this Atlanta institutional forum for investors and investment professionals considering alternatives and private markets.
About this event
The 13th Annual Southeast Institutional 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 the U.S. Southeast region.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as 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.
Source: organiser materialsKey discussion topics
- Navigating Markets in 2026: 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?
- Real Estate: Seeking the Next Opportunities:Shifts in demographics, inflation and capital flows are reshaping the real estate landscape. Investors are weighing long-term themes such as urbanization, infrastructure needs, and technology-driven efficiencies against post-Covid underperformance.
- Alternative Investments – From Diversifier to Return-Generating Strategies:With interest rates relatively high and central banks around the world working to fight inflation, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
- Fixed Income: Portfolio Positioning in a Changing Rate Environment:This panel will examine current fixed income market conditions and their implications for institutional portfolios.
- Investments in Private Markets – How to Best Utilize Them:As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, alternatives stand out as an area of opportunities.
- Passive Aggressive; the Hidden Risk of Passive Investing:The conventional wisdom among investors is getting broad US equity exposure is as simple as purchasing a fund that tracks the S&P 500 Index or any of the other broad US stock market indices. However, the market concentration of these indices has risen to all-time highs, and their weightings in the technology sector have risen to over 30%, making them increasingly look and behave like growth-stock indices.
- Institutional Views on Private Credit’s Growing Portfolio Utility & Importance:An allocation to credit can offer higher risk adjusted returns, boost diversification, and provide new income streams, which is why it’s so important for investors to understand this rich opportunity set. Having outperformed public markets in recent years, how will credit markets fare in a low-yield environment where uncertainty and inflationary pressures cloud the economic outlook?
- Chief Investment Officer Roundtable:Join a dynamic roundtable discussion featuring leading Chief Investment Officers from across the financial industry as they explore the evolving landscape of global markets, risk management, asset allocation strategies, and the future of institutional investing.
Event location
Atlanta Institutional Forum for Institutional Allocators
Waldorf Astoria Atlanta Buckhead3376 Peachtree Rd NEGA
Atlanta
30326
United StatesView venue details