Frank Valle Speaking at Southeast Institutional Forum 11/15

September 25, 2023

On Wednesday, November 15, Frank Valle, CFA, CAIA will be speaking at the 10th Annual Southeast Institutional Forum hosted by Markets Group in Atlanta.

Frank will be joining a panel entitled, “Portfolio Construction – Opportunities Within the Current Markets,” described as follows: In this unique economic environment, the status quo is continually being tested and challenged. Markets, the denominator effect, geopolitics, DEI, ESG, and revised globalization have all created unique investment opportunities for investors who go beyond the traditional 60/40 portfolio construct. What will a “diversified” portfolio look like in 2023? And what will it look like over the next 5-10 years? How are investors approaching portfolio construction and allocation decisions in the current landscape? Where are they seeing opportunities across asset classes and sectors, and how is this impacting what are they looking at when working with new and existing managers?

The Southeast Institutional Forum brings together pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds, and consultants from throughout the region. For more information, please visit the event webpage.

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