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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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25th 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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Japan Global Investment Workshop

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Japan Global Investment WorkshopMarch 8, 2017
Mandarin Orieantal
Tokyo, Japan

Visit the Japan Global Investment Workshop minisite for more information.

Institutional Investor’s Japan Global Investment Workshop is a gathering of the most influential investors from Japanese pension funds, insurance companies, trust banks and investment advisers. The Global Investment Workshop examines the challenges facing Japanese investors and seeks to emphasise that, despite these challenges, there are opportunities for investors to capture. Investors who are able to effectively manage risk, identify new investment ideas and form strong relationships both domestically and internationally whilst running a dynamic portfolio, will position their funds well to capture strong returns despite the difficult market conditions.

All discussions at the Global Investment Workshop are governed by Chatham House Rule. The event is closed to media and by invitation only to senior fund decision-makers. This ensures open and productive discussions with 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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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 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 6-7, 2017
Four Seasons Hotel
Chicago

Visit the Defined Contribution Roundtable minisite for more information.

Getting the Balance Right

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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Public Funds Roundtable

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April 26-28, 2017
The Beverly Hilton
Los Angeles

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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May 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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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

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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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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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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