Atlanta, Loews Atlanta Hotel
June 5: Asset managers only
June 6-7: Asset managers and owners
Join us at Mercer’s United States Global Investment Forum in June to explore what we can learn from recent history and the key themes that are likely to shape markets and investment practices. Key stakeholders, industry experts and other influential thinkers come together for an insightful look at the forces affecting the investment industry.
The Forum offers one and half days of main-stage sessions, dedicated content streams for different asset pools, keynote addresses, and networking time. Some of the topics that will be covered in the agenda include the latest themes and opportunities, sustainable investing, private markets, liquidity, diversification and more.
15:00 - 17:00 | Field trip for asset owners
We invite asset owners attending the Forum to join us and Asana Partners for an offsite tour of The Krog Street District, one of the largest urban redevelopment projects in the country.
Asana Partners, developer of Krog Street Market, will take us through the market’s development including the food hall where 100% of the units are leased to women- or minority-owned businesses, ending at Brew Dogs brewery for drinks and networking.
The tour will also pass by several local historic sites including Ebenezer Baptist Church and Martin Luther King Jr’s birthplace.
Registration is complimentary but capacity is limited. To reserve your place, please select Asset Owner Field Trip on your Forum registration.
13:00 - 17:30 | Asset Manager Briefing
17:30 - 19:30 | Welcome reception and networking, all attendees
08:30 - 09:30 | Welcome desk
09:30 - 09:40 | Our day ahead
09:40 - 10:30 | Deja new – from hindsight to foresight
10:30 - 11:00 | Coffee break and networking
11:00 - 11:40 | Client panel discussion
11:40 - 11:50 | An overview of the content streams
12:00 - 12:30 | Choose your session: DC, DB, E&F or wealth managers
Defined contribution: The many flavors of delegation
Defined benefit: Plan termination liability hedging
E&F and Healthcare: Private capital panel
Wealth management: Managing portfolios in a changing landscape
12:40 - 13:10 | Choose your session: DC, DB, E&F or wealth managers
Defined contribution: Objectives aligned with DC investment structure
Defined benefit: Hedging portfolio at derisked stakes
E&F and Healthcare: Survey trends for the future: NACUBO data deep dive
Wealth management: Differentiating wealth management firms with an alternatives investment program
13:40 - 14:30 | Lunch and networking
14:30 - 15:00 | Choose your session: DC, DB, E&F or wealth managers
Defined contribution: Taking diversification to the next level
Defined benefit: Asset Allocation for DB return seeking assets
E&F and Healthcare: Survey trends: Preview of Healthcare Survey Results
Wealth management: Balance sheet strategies
15:10 - 15:40 | Choose your session: DC, DB, E&F or insurance
Defined contribution: DEI within DC plans
Defined benefit: Alternatives in DB plans
E&F and Healthcare: Setting the right liquidity budget for your operating assets
Insurers: Private Markets for Insurers
15:40 - 16:15 | Coffee break and networking
16:15 - 17:15 | Keynote conversation with Doris Kearns Goodwin
17:15 - 17:30 | Day one close
18:00 - 22:30 | Offsite dinner
08:00 - 09:00 | Welcome desk
09:00 - 10:15 | Choose your deep dive session
Energy transition deep dive
Deglobalization and crisis deep dive
10:15 - 10:45 | Coffee and networking break
10:45 - 11:45 | Choose your deep dive session
Energy transition deep dive
Deglobalization and crisis deep dive
11:50 - 12:40 | Keynote conversation with Admiral James Stavridis
12:45 | Close and lunch
Each Forum features top thought leaders from within Mercer and the investment community and renowned experts shaping the way we think.
Speaker names coming soon
We look forward to welcoming clients and asset managers in person in Atlanta.
Venue: Loews Atlanta Hotel
1065 Peachtree Street NE
Atlanta, Georgia, 30309
+1 404 745 5000 loewshotelsreservations@loewshotels.com
Hotel website
Situated in invigorating midtown Atlanta, Loews provides the perfect blend of modern design and southern hospitality. This iconic Atlanta hotel is walkable to Piedmont Park, the Beltline, Fox Theatre, The High Museum, and more.
Hotel booking information
For your convenience, Mercer has reserved a block of hotel rooms at Loews Atlanta Hotel at a rate of $249.00 plus tax. This rate is available until May 12, 2023. Reservations made after this date will be based on hotel availability and at the prevailing rate. Hotel accommodation can be booked here.
Accommodation terms and conditions
Hotel room cancellations must be received by 4 pm local time 48 hours before arrival to avoid a penalty fee of 1 nights' room and tax.
(select your option)
For the purposes of the Forum, an asset owner is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity. Invited asset owners do not have to pay registration fee.
The asset manager registration fee for this event is $16,000 (USD) for one attendee. Registration includes attendance at the asset manager briefing, attendance at the networking opportunities, main presentations and breakout sessions, up to five 30 minute one-to-one sessions, opportunities to make new professional connections with hundreds of other attendees and all session materials after the event.
Global members have a secured seat at all five events. If you have purchased a global membership for the Global Investment Forums 2022 program, you can register as a global forum member. Please contact us if you are not sure of your status or click here to sign up for a global membership.
Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.
Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.
Managers are limited to a maximum of three registrations per Forum. Each registration covers only one person.
Mercer has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.
By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.
Cancellations must be communicated via email to Maria Reyes. Cancellation requests sent two months before the Forum will be refunded in full. Cancellation requests sent one month before the Forum will be refunded in half (50%). Except as set forth above or in cases of Force Majeure or termination for breach, a refund is not allowed.
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