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The RIA West Investment Forum

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The RIA West Investment ForumOctober 18-19, 2016
The Ritz-Carlton
San Francisco, CA

Visit The RIA West Investment Forum minisite for more information.

In the fifth year of Institutional Investor’s West Coast RIA Investment Forum, we are setting our sights overseas with a special focus on the investment opportunities and risks presented by the global markets. In the current tumultuous global landscape, between geopolitical risks, central bank actions and volatility in the equity markets RIAs are struggling to meet the needs of their clients. With robo-advisors threatening to entice a huge pool of new, younger clients, RIAs must establish and communicate an investment edge to justify fees and grow their businesses. Over the course of 1.5 days, senior executives from the country’s leading independent RIAs and the RIA Institute’s supporting members will discuss the benefits that global opportunities can add to a portfolio and the ones which can differentiate your firm’s investment line up and provide returns to your clients. Through panel discussions, breakout groups, workshops and expert guest presentations, we aim to uncover where RIAs should be looking and where the greatest risks are.

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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Roundtable for Consultants and Institutional Investors

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October 19-21, 2016
Four Seasons Hotel
Chicago

This two and one-half day, closed-door Roundtable examines cutting-edge topics from the perspectives of each fiduciary group in the asset management industry. This meeting is designed to bring together representatives from the major consulting firms with institutional investors and Institute member to discuss investment management and asset allocation issues of common concern.

As a qualified investment executive your REGISTRATION FEE IS WAIVED to attend this event. Please reserve your seat today as we expect to be at capacity significantly ahead of the Roundtable dates.


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Strategic Asset Allocation Symposium

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Strategic Asset Allocation SymposiumNovember 10, 2016
Metropolitan Club
New York

Please visit the Strategic Asset Allocation Symposium minisite for more information.

Rethinking Diversity to Enhance Returns

The last several years have presented an ongoing conundrum for investors: Where – in all the world with all its various investment opportunities – are they to find the assets which offer reasonable risk-adjusted returns? And in a world where assets and strategies seem unreasonably correlated, where are they to find true, demonstrable diversification?

As an exploration of these key objectives for any investment portfolio – returns and diversification – Institutional Investor is launching the Strategic Asset Allocation Symposium. This one-day event on November 10 is designed for investment decision-makers at pension funds, endowments, foundations, and selected family offices, RIA firms, and investment consultants who are looking for possible answers to those questions.

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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Defined Contribution Summit

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Defined Contribution SummitNovember 15-16, 2016
Apella
New York

Visit the Defined Contribution Summit minisite for more information.

Innovation in DC Plans — Buying, Building, and Borrowing for Better Outcomes

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.


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6th Annual Risk & Liquidity

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Risk & LiquidityJanuary 24-25, 2017
The Ritz-Carlton
San Francisco

Visit the Risk & Liquidity minisite for the latest information.

Asset Allocation 2.0: Offense or Defense?

On January 24-25 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 volatile global investment landscape, one in which the opportunities are present but possibly more segmented, harder to find than before but one in which the risks are dramatic and pervasive.

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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Equity Trading Summit

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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.


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24th Annual European Pensions Symposium

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European Pensions SymposiumFebruary 1-3, 2017
Hotel Vier Jahreszeiten Kempinski
Munich

Visit the European Pensions Symposium minisite for more information.

The 25th Annual European Pensions Symposium offers an off-the-record meeting which brings together Europe’s largest and most sophisticated pension funds, foundations and insurance companies to consider key issues and themes for the year ahead and explore new investment opportunities. Run over two days in Munich, it allows over 95 leading institutional investors the unique opportunity for peer-to-peer networking in a closed environment (the Chatham House Rule applies).

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


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8th Annual Evolving Fiduciary Obligations of Institutional Investors

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Evolving Fiduciary Obligations of Institutional InvestorsFebruary 21, 2017
Tempe Mission Palms
Tempe, AZ

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

Globalization – And the Role of Active Engagement In It – At a Crossroads

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 active shareholders, and in turn, how they may better leverage strategies and objectives within this environment. Emphasizing real-world examples of how shareholders are engaging with the companies they invest in, this one-day event will review the most crucial legal decisions, regulatory actions, 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 for the 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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8th Annual Global Real Assets Investment Forum

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Global Real Assets Investment ForumFebruary 28 – March 1, 2017
Apella
New York

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

Defining the Value and the Role that Real Assets Can Play in Today’s Institutional Portfolios

Join us February 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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Roundtable for Corporate Funds and Insurance Portfolios

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March 7-9, 2017
Mandarin Oriental
Washington, D.C.

This Roundtable brings together senior investment representatives from corporate pensions and insurance plans with Institute members for a two and one half-day meeting that offers attendees a unique opportunity to develop and enhance relationships while gaining new insights into the issues and challenges private funds are facing.

As a qualified investment executive your REGISTRATION FEE IS WAIVED to attend this event. Please reserve your seat today as we expect to be at capacity significantly ahead of the Roundtable dates.


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12th Annual The Rights & Responsibilities of Institutional Investors

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Rights and Responsibilities of Institutional InvestorsMarch 9-10, 2017

 NH Grand Hotel Krasnapolsky
Amsterdam

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

Globalization and Its Consequences for Responsible Shareholders

The 12th Annual Rights & Responsibilities of Institutional Investors will again be held in Amsterdam and co-sponsored by Institutional Investor and Kessler Topaz Meltzer & Check LLP.

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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The RIA Central Investment Forum

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The RIA Central Investment ForumApril 4-5, 2017

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.


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Defined Contribution Forum

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Defined Contribution ForumApril 4-5, 2017
Four Seasons Hotel
Chicago

Visit the Defined Contribution Forum minisite for further updates.

 Responding Smartly, Proactively, and Appropriately

Now in its 27th year, the DC Institute’s Defined Contribution Forum, April 4-5, 2017 at the Four Seasons Hotel in Chicago, will focus on how plan sponsors are responding to these macro influences. What solutions are available? How can existing solutions be made and kept current with contemporary conditions? And most importantly, what are other plan sponsors doing to address their participants’ ever-changing needs?

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.


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Public Funds Roundtable

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April 26-28, 2017
The Beverly Hilton
Los Angeles

Senior investment decision-makers from public employee pension funds & the Taft-Hartley community meet with Institute members for a closed-door meeting examining front-burner investment management topics, plan administration concerns, and public policy issues.

As a qualified investment executive your REGISTRATION FEE IS WAIVED to attend this event. Please reserve your seat today as we expect to be at capacity significantly ahead of the Roundtable dates.


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Endowments & Foundations Roundtable

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June 6-8, 2017
Four Seasons Hotel
Boston

This two and one-half day Roundtable is the first and longest running national meeting dedicated to the endowment and foundation community. Senior investment officers from the nation’s largest endowments and foundations gather with Institute members at this Roundtable devoted exclusively to their special investment and spending policy concerns.

As a qualified investment executive your REGISTRATION FEE IS WAIVED to attend this event. Please reserve your seat today as we expect to be at capacity significantly ahead of the Roundtable dates.


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The RIA East Investment Forum

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The RIA East Investment ForumJune 12-13, 2017
Taj Boston
Boston

Visit The RIA East Investment Forum minisite for more information.

Please join us June 12-13, 2017 at Taj Boston 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.


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