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Strategic at the 11th Annual Mid-Atlantic Institutional Forum

May 21, 2024 | News

Jason Copelas, CFA, Director of Public Equities, was a guest panelist at the 11th Annual Mid-Atlantic Institutional Forum in Washington, D.C. The event, hosted by the Markets Group, brought together leaders from various sectors, including pension funds, endowments, foundations, hospital plans, insurance companies, sovereign wealth funds, and investment consultants. During the forum, the distinguished panelists discussed:

  1. Market Insights: Panelists focused on global equity markets providing valuable insights into trends and opportunities.
  2. Equity Outlook: Participants shared perspectives on specific markets and the best ways to implement different investment views in those different markets.
  3. Systematic vs. Fundamental Investing: The debate between quantitative and qualitative investment approaches took center stage. Which strategy yields better results for institutional portfolios?

Additionally, Jason referenced a Strategic publication titled “How Many Eggs? How Many Baskets?” in response to a diversification question. The paper presents a framework for rigorously examining the ideal number of investment managers to whom capital should be allocated. 

Click here to read the publication. 

Jason Copelas on stage at 11th Annual Mid-Atlantic Institutional Forum