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Public Funds Roundtable

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April 26-28, 2017
The Beverly Hilton
Los Angeles

Visit the Public Funds Roundtable website for more information.

Senior administrators and seasoned trustees from public employee pension funds meet members for a 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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12th Annual East Coast Sub-Advisory Roundtable

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East Coast Sub-Advisory RoundtableMay 4-5, 2017
Apella
New York

Visit the East Coast Sub-Advisory Roundtable website for more information.

The Search for Yield: Finding Opportunities amid Challenges

The 12th Annual East Coast Sub-Advisory Roundtable will be the first event in Institutional Investor’s newly launched Sub-Advisory Institute – a private membership organization for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year. Through expert-led panel discussions, presentations, guest speakers and live market research, each event will bring together leading participants in the sub-advisory landscape to assess how the investment objectives of institutions are changing and how firms that offer sub-advised strategies can respond to these needs.

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 or Madeline Pescatore at (212) 224-3640 or madeline.pescatore@institutionalinvestor.com.


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3rd Annual Redefining Fixed Income

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Redefining Fixed IncomeMay 11-12, 2017
Apella
New York

Visit the Redefining Fixed Income website for more information.

It All Boils Down to This: Finding 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.

 


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Canadian Fiduciary Roundtable

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Canadian Fiduciary RoundtableJune 6, 2017
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.


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Endowments & Foundations Roundtable

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June 6-8, 2017
Four Seasons Hotel
Boston

Visit the Endowments & Foundations Roundtable website for more information.

This Roundtable is the first and longest running national meeting dedicated to the endowment and foundation community. Members meet senior investment officers from the nation’s largest endowments and foundations in 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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2nd Annual East Coast Strategic Asset Allocation Symposium

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2nd Annual East Coast Strategic Asset Allocation SymposiumJune 21, 2017
Apella
New York

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

Solutions-Oriented Investing Strategies

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 which investment strategies and which managers will offer them the solutions they are seeking, the solutions every investor needs to meet his/her unique investment objectives?

Building on the success of last year’s meeting, Institutional Investor is pleased to announce the 2nd Annual Strategic Asset Allocation Symposiums. Both  one-day events, one on June 21 in New York and the other on September 26 in San Francisco, are 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 Katarina Storfer, at +1 (212) 224-3073 or at email kstorfer@institutionalinvestor.com.


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5th Annual European Single Family Office Symposium

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European Single Family Office SymposiumJune 27-28, 2017
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.


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Redefining Fixed Income & Credit Symposium

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Redefining Fixed Income & Credit SymposiumJune 29-30, 2017
Hilton Amsterdam
Amsterdam

Visit the Redefining Fixed Income & Credit Symposium website for more information.

The Redefining Fixed Income & Credit 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 Amsterdam, 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.

 


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12th Annual Japan Investment Forum

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Japan Investment ForumSeptember 13-14, 2017
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, insurance companies, trust banks and investment advisers 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.


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16th Annual European Investment Roundtable

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European Investment RoundtableSeptember 13-15, 2017
Marriott Hotel
Copenhagen

Visit the European Investment Roundtable minsite for more information.

This year’s Roundtable will take place on 13 – 15 September 2017 at Marriott Hotel in Copenhagen, Denmark. The entire programme is driven and guided by an expert advisory board representing corporate and public pension funds with varied investment objectives and liabilities.

 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.


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Defined Contribution Symposium

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Defined Contribution SymposiumSeptember 14-15, 2017
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 Alisha Patel at (212) 224-3620 or alisha.patel@institutionalinvestor.com.


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14th Annual Family Office Wealth Conference

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Family Office Wealth ConferenceSeptember 17-19, 2017
Montage Resort & Spa
Laguna Beach, CA

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

Wealth In the New World Order: New Politics, New Opportunities, and New Risks

The 14th 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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2nd Annual Systematic Investment Symposium

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Systematic Investment SymposiumSeptember 26-27, 2017
Jumeirah Carlton Tower
London

Please visit the Systematic Investment 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.


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Roundtable for Consultants and Institutional Investors

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October 4-6, 2017
Four Seasons Hotel
Chicago

The Consultants Roundtable brings together representatives from the major consulting firms with institutional investors and members to discuss investment management and asset allocation issues of common concern. The one and one-half day meeting examines cutting-edge topics from the perspectives of each fiduciary group.

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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Systematic Investment Strategies Symposium

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Systematic Investment Strategies SympoisiumNovember 14-15, 2017
Apella
New York

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

Using Systematic Investment Strategies to Meet Your Institution’s Investment Objectives

Institutional Investor would like to thank the following allocators for their invaluable input into the concepts that we will be considering for the Symposium’s agenda and their ongoing guidance as we build out the program so as to make it valuable to our investor attendees.

For more information, please contact Katarina Storfer at kstorfer@institutionalinvestor.com or (212) 224-3073 .


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Defined Contribution Summit

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Defined Contribution SummitNovember 6-7, 2017
Taj Boston
Boston

Visit the Defined Contribution Summit minisite for more information.

 

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:  Alisha Patel at (212) 224-3620 or alisha.patel@institutionalinvestor.com.


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Defined Contribution Roundtable

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Defined Contribution RoundtableApril 30 – May 1, 2018
Waldorf Astoria
Chicago

Visit the Defined Contribution Roundtable minisite for more information.

The inaugural Defined Contribution Roundtable, held May 2016, brought to light a great deal of information and provided a great number of insights into the issues facing DC schemes with approximately $200 million to $800 million in plan assets, but none so unequivocally as the tremendous need — and hunger — for lessons learned and the chance to share expertise among peers in this community.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Alisha Patel at (212) 224-3620 or via email at alisha.patel@institutionalinvestor.com.


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