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10th Annual Japan Investment Forum

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September 1-2, 2015
Shangri-La Hotel
Tokyo, Japan

Visit the Japan Investment Forum minisite for more information.

Leveraging Opportunity in a Changing Environment

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 econom.

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.


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Defined Contribution Symposium

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Defined Contribution SymposiumSeptember 15-16, 2015
The Ritz-Carlton
Half Moon Bay, CA

Visit the Defined Contribution Symposium minisite for updated information.

Focusing on Plan Design

This year’s Defined Contribution Symposium is the ninth annual one, through our new, unique membership format we aim to take the next step forward in helping plan sponsors obtain the information they need to do their jobs on behalf of their participants. We support plan sponsors’ needs through inspiring and informative meetings and by creating a peer- focused community to help attendees continue the conversation beyond the days of the event. The new IIIDC membership model is designed to put plan sponsors’ needs first and foremost, with an agenda unconstrained by anything other than the mandate to provide a forum for the dissemination of the forward-most thought leadership and discussion of critical ideas. The membership’s ongoing mission is to help plan sponsors do their jobs, and to better meet the needs of their participants.

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.


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14th Annual European Investment Roundtable

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European Investment RoundtableSeptember 16-18, 2014
Copenhagen Towers
Copenhagen

Visit the European Investment Roundtable minsite for more information.

As Negative Yields Turn the Hunt for Yield to a Flight from Loss – How Can Investors Position Portfolios to Meet Liabilities?

Intensive peer group discussion and learning for European Institutional Investors.

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 Antje Meyer at +44 (0) 207 303 1740 or ameyer@iilondon.com.


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11th Annual Family Office Wealth Conference

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Family Office Wealth ConferenceSeptember 27-29, 2015
Montage Resort & Spa
Laguna Beach, CA

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

Keeping it in the Family: Preserving and Growing Wealth for Generations

The 12th 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.

 


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4th Annual Institutional Investor Fund Workshop

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Institutional Investor Fund WorkshopOctober 8-9, 2015
Pennyhill Park Hotel
Surrey, UK

Visit the Institutional Investor Fund Workshop for more information.

Practical Approaches and New Insights in the Manager Selection Process

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 Antje Meyer at +44 (0) 207 303 1740 or ameyer@iilondon.com.


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4th Annual West Coast RIA Investment Forum

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4th Annual West Coast RIA Investment ForumOctober 20-21. 2015
The Ritz-Carlton
San Francisco, CA

Visit the RIA Investment Forum minisite for more information.

The Road Ahead: Durable Investment Decisions for an Uncertain Future

Over the course of this day and a half program, investment decision-makers from the nation’s leading RIAs will discuss the future investment landscape and reexamine current strategies and traditional asset allocation solutions.

If you are interested in being considered for an invitation please contact Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiforums.com.


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5th Annual Risk & Liquidity

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5th Annual Risk & LiquidityJanuary 26-27, 2016
The Ritz-Carlton
San Francisco

Visit the Risk & Liquidity minisite for the latest information.

Developing an Investment and Risk Strategy Suitable for Today

Again this year, our Risk & Liquidity Forum will take a step back from the trenches and examine these issues from the asset allocation and portfolio level.

On January 26-27 in San Francisco, we will present the latest, best thinking on the ways that North American pension funds and US endowments and foundations can meet the challenges of – and take advantage of the opportunities presented by – a rapidly changing global investment landscape.

To inquire about attending Risk & Liquidity — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.com.


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7th Annual Evolving Fiduciary Obligations of Institutional Investors

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Evolving Fiduciary Obligations of Institutional InvestorsFebruary 16, 2016
Omni Shoreham Hotel
Washington, D.C.

Visit the Evolving Fiduciary Obligations of Institutional Investors minisite for further updates.

In conjunction with co-host Kessler Topaz Meltzer & Check LLP, and with the essential input of an Advisory Board of your peers, we will offer a thorough overview of the landscape within which legal advisors are operating to fulfill their obligations as fiduciaries and shareholders, and in turn, how they may better leverage strategies and objectives within this environment.  Through a series of panel sessions, case studies, presentations and workshops, this one-day event will provide constructive insights into the ways in which fiduciaries can be most effective in engaging with and influencing the management of pension plan investments. We will review the most crucial legal decisions and developments investors should be aware of, and offer insights on the approaches successful plans have implemented to create the structures that meet investment return targets strategically and with a long term vision.

 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.


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7th Annual Global Real Assets Investment Forum

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Global Real Assets Investment ForumFebruary 23-24, 2016
Apella
New York

Visit the Global Real Assets Investment Forum minisite for more information.

How Can Your Real Assets Investments Reach Their Potential?

Join us February 23-24 in New York as we learn about the decisions North American pension funds and US endowments and foundations are making as they address the new global investment landscape and what this means for their portfolios of real assets.

To inquire about attending the Global Real Assets Investment Forum — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.com.


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Equity Trading Summit

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January 14, 2016
Grand Hyatt
New York

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.


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11th Annual The Rights & Responsibilities of Institutional Investors

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The Rights & Responsibilities of Institutional InvestorsMarch 10, 2016
Renaissance Amsterdam Hotel
Amsterdam

Visit The Rights & Responsibilities of Institutional Investors minisite for more information.

A New World of Opportunities for Active Investors

The 11th Annual Rights & Responsibilities of Institutional Investors will again be held in Amsterdam and co-sponsored by Institutional Investor and Kessler Topaz Meltzer & Check LLP. The pressing issues covered in this agenda will consider the ways that investment, legal and compliance officers from public pension plans, insurance funds, mutual fund companies, and sovereign wealth funds globally are paving a path forward—together—to meet larger, long term ESG and governance goals..

Senior executives and legal and compliance leaders from European, US and other public pension plans, insurance funds and mutual fund companies interested in being considered for an invitation should contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiforums.com.

Only qualified representatives can be registered to attend this meeting, but there is no fee for those who attend.


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