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    Amid, the COVID-19 crisis, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  With a state of emergency being declared state and nationwide, we have postponed all live events until further notice.  Take good care, stay safe and be well.   

    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


    $15.00 Member Fee

    $35.00 Guest Fee


    Speaker Bios

    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  

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    June 03, 2020
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    Online Series: Candidate Round-table

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