subscribe: Posts

Defined Contribution Forum

twittergoogle_pluslinkedinby feather

Defined Contribution ForumApril 28-29, 2016
Four Seasons Hotel
Chicago

Visit the Defined Contribution Forum minisite for further updates.

Focusing on Innovative Plan Design to Improve Outcomes

Plan sponsors have accumulated a rather impressive array of solutions available to help their participants reach a financially secure retirement. The days are long gone when sponsors were focusing primarily on getting their participation rates up, now most companies are focusing on the full spectrum of options out there, including segmentation strategies to enhance communication efforts, white labeled funds to provide the necessary simplification research has shown lead to better investment decisions, and a fundamental rethink of how we communicate with employees, including focusing on the language – as well as the medium – we employ.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Benedetta Riva at (212) 224-3638 or via email at benedetta.riva@institutionalinvestor.com.


twitterlinkedinby feather


The RIA Central Investment Forum

twittergoogle_pluslinkedinby feather

The RIA Central Investment ForumMay 10-11, 2016
Four Seasons Hotel
Chicago

Visit the The RIA Central Investment Forum ministe for more information.

Unlike most other firms providing events to RIAs, our three events per year will continue to be complimentary to investment decision-makers, ensuring that our audiences will always be comprised of approximately 60 of yours peers so that we can offer you the greatest potential to gain meaningful insights, share expertise, and benefit from your colleagues’ lessons learned.

If you are interested in being considered for an invitation please contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiforums.com.


twitterlinkedinby feather


4th Annual Defined Contribution Forum UK

twittergoogle_pluslinkedinby feather

Defined Contribution Forum UKMay 10-11,  2016
Hanbury Manor London
London

Visit the Defined Contribution Forum UK website for more information.

This year’s Defined Contribution Forum UK is the fourth annual one held in the United Kingdom. We aim to take the next step forward in helping DC schemes find the information they need in order to engage and help participants. We support DC schemes through inspiring and informative meetings and by creating a peer-focused community to help attendees continue the conversation beyond the days of the event.

For more information, please contact Alex Beveridge at abeveridge@iilondon.com or +44 (0) 207 303 1742.


twitterlinkedinby feather


Redefining Fixed Income

twittergoogle_pluslinkedinby feather

Redefining Fixed IncomeMay 17-18, 2016
Apella
New York

Visit the Redefining Fixed Income website for more information.

More of the Same or Time to Make a Change? Looking for the Opportunities in Fixed Income

This year’s Redefining Fixed Income Forum will explore the varied ways that institutional investors (pension funds, endowments, foundations, and insurance funds) are making changes — or the reasons why they are not — to their fixed income portfolios.

If you are interested in being considered for an invitation please contact Katarina Storfer at +1 (212) 224-3073 or at email kstorfer@institutionalinvestor.com.

 


twitterlinkedinby feather


Mid-Market DC Roundtable

twittergoogle_pluslinkedinby feather

Mid-Market DC RoundtableMay 24-25, 2016
Park Hyatt
Chicago

Visit the Mid-Market DC Roundtable minisite for further updates.

Designing the Pathway to Your Participants’ Secure Retirement

Imagine having all the responsibilities and objectives as your large-plan peers but only a small percentage of the staff and financial resources. That is reality for many mid-market plan sponsors.

In recognition of this and the growing information needs of DC plans of all sizes, the Institutional Investor Institute for Defined Contribution is pleased to announce the launch of our Mid-Market DC Roundtable. This Forum will focus on providing plan sponsors from mid-market firms (those with approximately $200 million to $800 million in scheme assets) with the information, tools, and access to the peer expertise they need to meet their scheme’s objectives and to help their participants achieve a secure retirement.

Plan sponsors interested in receiving an invitation to attend the Mid-Market DC Roundtable as our guest should contact Benedetta Riva at (212) 224-3638 or benedetta.riva@institutionalinvestor.com.


twitterlinkedinby feather


Redefining Fixed Income Symposium

twittergoogle_pluslinkedinby feather

Redefining Fixed Income SymposiumJune 2-3, 2016
Copenhagen Marriott Hotel
Copenhagen, Denmark

Visit the Redefining Fixed Income Symposium website for more information.

The Redefining Fixed Income Symposium will bring together senior heads of fixed income from across the European institutional asset owner community to discuss the rapid evolution of products, trends, and strategies available across the credit and broader fixed income universe. Run over two days in Copenhagen, it allows over 40 leading European institutional investors the unique opportunity for peer-to-peer networking in a closed environment.

For more information, please contact Alex Beveridge, Director at abeveridge@iilondon.com or +44 (0) 207 303 1742.

 


twitterlinkedinby feather


Asia New Active Investment Symposium

twittergoogle_pluslinkedinby feather

Asia New Active Investment SymposiumJune 22-23, 2016
Waldorf Astoria Shanghai on the Bund
Shanghai

Visit the Asia New Active Investment Symposium minisite for more information.

Driving Dynamic Approaches to New Active

The Asia New Active Investment Symposium gathers investors from around Asia-Pacific to share knowledge and experiences in creating value within traditional portfolios through new active strategies.

To inquire about attending the Asia New Active Investment Symposium — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Jennifer Sam at jennifer.sam@institutionalinvestor.com.


twitterlinkedinby feather


The RIA East Investment Forum

twittergoogle_pluslinkedinby feather

The RIA East Investment ForumJune 27-28, 2016
Renaissance Boston Waterfront Hotel
Boston

Visit The RIA East Investment Forum minisite for more information.

Please join us June 27-28, 2016 at Renaissance Boston Waterfront Hotel in Boston. You will join more than 50 senior executives from the nation’s top RIAs for a forum focused on the investment strategies that advisors like you must understand to meet your clients’ needs.

The forum agenda is being developed under the guidance of an Advisory Board of your peers, the top RIAs in the nation.

If you are interested in being considered for an invitation please contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiforums.com.


twitterlinkedinby feather


4th Annual European Single Family Office Symposium

twittergoogle_pluslinkedinby feather

European Single Family Office SymposiumJune 29-30, 2016
Beau-Rivage Palace
Lausanne, Switzerland

Visit the European Single Family Office Symposium site for more information.

The European Single Family Office Symposium is a great platform for single family offices and service providers to gather together, share information and learn from each other. Working closely with an Advisory Board of single family offices, the interactive agenda of small table workshops and breakout sessions touch on the particular needs and challenges of this unique group of investors. Attendance at the European Single Family Office Symposium is by invitation-only. Only qualified single family office CEOs / CIOs / Partners / Directors and family members may apply for an invitation. Firms with sponsorship and tickets are the only external investment managers permitted to attend the Symposium.

For more information, please contact Emma Whittingham, Programme Director at ewhittingham@iilondon.com or +44 (0) 207 303 1713.


twitterlinkedinby feather


The Future of Investing

twittergoogle_pluslinkedinby feather

The Future of InvestingJuly 11-12, 2016
Apella
New York City

Visit The Future of Investing minisite for more information.

Using the “New Active” Strategies to Achieve Investment Objectives

Institutional Investor Forums is launching its inaugural event focusing on the Future of Investing, and specifically how institutions — North American corporate and public pension plans as well as US endowments and foundations — can use the “new active” strategies to meet their investment objectives. We will be inviting selected managers representing the strategies or styles of greatest potential interest to investors, including those which are leaders in unconstrained equity, total return, multi-asset, new generation fixed income, and trading strategies, to participate as sponsors of this important event.

If you are interested in being considered for an invitation please contact Katarina Storfer at +1 (212) 224-3073 or at email kstorfer@institutionalinvestor.com.


twitterlinkedinby feather


11th Annual Sub-Advisory Roundtable

twittergoogle_pluslinkedinby feather

Sub-Advisory RoundtableJuly 19-20, 2016
Apella
New York

Visit the Sub-Advisory Roundtable website for more information.

This year’s Sub-Advisory Roundtable, our 11th annual, will explore a range of themes delving into how managers are changing the ways they do business so as to meet the evolving needs of their clients. Changing the way they do business so that they can stay relevant and succeed in this vastly different world of toda.

Insurance Companies and Banks (e.g., heads of asset management, chief executives, chief investment officers, chief operating officers, portfolio managers, or heads of manager-selection) who have outsourced or who are looking to outsource assets to third parties and who would like to be considered for an invitation to the Roundtable should contact Ann Cornish at (212) 224-3877 or acornish@iiforums.com.

For more information about participating at the Roundtable as a sponsor and the attendant speaking opportunities, please contact Kristin Zammit at (212) 224-3063 or kzammit@iiforums.com.


twitterlinkedinby feather


Defined Contribution Symposium

twittergoogle_pluslinkedinby feather

Defined Contribution SymposiumSeptember 8-9, 2016
The Ritz-Carlton
Half Moon Bay, CA

Please visit the Defined Contribution Symposium minisite for more information.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Benedetta Riva at (212) 224-3638 or benedetta.riva@institutionalinvestor.com.


twitterlinkedinby feather


11th Annual Japan Investment Forum

twittergoogle_pluslinkedinby feather

September 13-14, 2016
Shangri-La Hotel
Tokyo, Japan

Visit the Japan Investment Forum minisite for more information.

Institutional Investor Forum’s annual Japan Investment Forum is the most influential gathering of Japanese pension funds, investment advisers, and insurance companies in Japan. The Forum provides a holistic, comprehensive examination of the fundamental drivers underpinning institutional investing in Japan, including the geopolitical and economic outlook for the Asia Pacific region as well as the global economy.

All discussions at the Forum are governed by Chatham House rules. The event is closed to media and by invitation only to senior fund decision-makers, ensuring frank and productive discussions and an effective exchange of ideas among peers.

For further information please contact Jennifer Sam on tel: +852 2842 6956 or via email at jennifer.sam@institutionalinvestor.com.


twitterlinkedinby feather


15th Annual European Investment Roundtable

twittergoogle_pluslinkedinby feather

European Investment RoundtableSeptember 14-16, 2016
Grand Hotel
Stockholm

Visit the European Investment Roundtable minsite for more information.

While the more immediate crisis within the Eurozone may have passed, longer term threats to the wellbeing of portfolios remain. Not least deflation and the unknown impacts of central bank policies are a worry for investors. This year’s European Investment Roundtable will focus on how pension funds and insurers are seeking diversification and returns in a low yielding environment.

 It is an invitation-only event and all discussions are held under Chatham House Rule to enable a candid exchange of opinions. The event is free of charge for delegates. For more information, please contact Alex Beveridge, Director at +44 (0) 207 303 1742 or abeveridge@iilondon.com.


twitterlinkedinby feather


Canadian Fiduciary Roundtable

twittergoogle_pluslinkedinby feather

Canadian Fiduciary RoundtableSeptember 21, 2016
Fairmont Royal York
Toronto

Visit the Canadian Fiduciary Roundtable minisite for more information.

The Canadian Fiduciary Roundtable will gather 25 senior representatives of pension funds, selected endowments and asset management firms to discuss such issues as setting priorities in your ESG/SRI investing, making the most of opportunities to affect governance change when necessary, and quantifying the benefits of being an actively engaged investor.

If you are interested in being considered for an invitation please contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiforums.com.


twitterlinkedinby feather


13th Annual Family Office Wealth Conference

twittergoogle_pluslinkedinby feather

Family Office Wealth ConferenceSeptember 25-27, 2016
Montage Resort & Spa
Laguna Beach, CA

You may also visit us at www.iifamilyoffice.com for further updates.

Turn and Face the Change: Positioning Your Family Office to Succeed amid Economic, Political and Generational Shifts

The 13th Annual Institutional Investor Family Office Wealth Conference will offer a forum in which a variety of perspectives, ideas and viewpoints will be provided on these and other topics essential to affluent families’ overall success. Through a series of expert presentations and panel discussions, families-only working groups and idea labs, seasoned family office executives and family members will examine the issues likely to have the biggest impact on their wealth, their lifestyle, their wealth, and the legacy they are able to leave for future generations.

Qualified family office directors and family members who are interested in attending the Family Office Wealth Conference, which is by invitation only, should contact Usha Bhate at (212) 224-3429 or at mailto:ubhate@iiforums.com.

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at telephone (212) 224-3429 or via email at mailto:ubhate@iiforums.com.

 


twitterlinkedinby feather


Systematic Investment Strategies Symposium

twittergoogle_pluslinkedinby feather

Systematic Investment Strategies SymposiumSeptember 27-28, 2016
The Dorchester
London

Please visit the Systematic Investment Strategies Symposium site for more information.

The Systematic Investment Strategies Symposium offers and off-the-record meeting between Europe’s biggest investors in QUANT-based strategies and experts from the asset management community. Through case studies, presentations of the very latest research, and working groups, the audience will expand their knowledge and understanding of how QUANT strategies deliver sustainable returns.

For more information, please contact Alex Beveridge,  Director at abeveridge@iilondon.com or +44 (0) 207 303 1742.


twitterlinkedinby feather


5th Annual Institutional Investor Fund Workshop

twittergoogle_pluslinkedinby feather

Institutional Investor Fund WorkshopOctober 4-5, 2016
Royal Berkshire Hotel
Ascot, Berkshire

Visit the Institutional Investor Fund Workshop for more information.

The Institutional Investor Fund Workshop is not your typical conference. It is a series of small working groups focused on discussing the best investment strategies for institutional asset owners, along with best practise in manager selection. The Workshop brings together over 25 senior investment officials from Europe’s top pension funds and insurers to discuss practical approaches to manager selection.

It is an invitation-only event and all discussions are held under Chatham House Rule to enable a candid exchange of opinions. The event is free of charge for delegates.For more information, please contact Alex Beveridge,  Director at abeveridge@iilondon.com or +44 (0) 207 303 1742.


twitterlinkedinby feather


Defined Contribution Summit

twittergoogle_pluslinkedinby feather

Defined Contribution SummitNovember 15-16, 2016
Apella
New York

Visit the Defined Contribution Summit minisite for more information.

At this private gathering we will be discussing legacy plan challenges such as dealing with multi-plan and multinational schemes, the consequences of M&A or spinoff activity on DC plans, and taking a deep dive into the regulatory landscape.

Our aim, as always, will be to gather in order to explain, discuss and debate the current environment and what it means for plan sponsors..

To inquire about attending the Defined Contribution Summit — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Benedetta Riva at (212) 224-3638 or benedetta.riva@institutionalinvestor.com.


twitterlinkedinby feather


Equity Trading Summit

twittergoogle_pluslinkedinby feather

January 25, 2017
Four Seasons Hotel Miami
Miami

Visit the Equity Trading Summit website for more information.

At this invitation-only event, senior equity traders from more than 100 of the world’s leading asset-management firms will come together with heads of trading in the brokerage community, and senior management at leading exchanges and vendor firms to discuss the critical market dynamics reshaping today’s trading landscape — from the dramatic reorganization of U.S. markets and the new era of global regulation, to the dynamic evolution of the buyside/sellside relationship. Sessions will alternate between large plenary sessions, and small workshops and roundtable discussions — to offer better interaction and more focused dialogue.

If you would like more information about the program or an opportunity to speak, please contact Brooke Abrams at babrams@iiforums.com.


twitterlinkedinby feather