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11th Annual Sub-Advisory Roundtable

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

Visit the Sub-Advisory Roundtable website for more information.

Realizing the Potential the Sub-Advisory Market Offers

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.


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Defined Contribution Symposium

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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.


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11th Annual Japan Investment Forum

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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.


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15th Annual European Investment Roundtable

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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.


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Canadian Fiduciary Roundtable

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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.


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13th Annual Family Office Wealth Conference

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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.

 


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Systematic Investment Strategies Symposium

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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.


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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.

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.

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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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 8-9, 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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Defined Contribution Forum

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April 4-5, 2017
Four Seasons Hotel
Chicago

Visit the Defined Contribution Forum minisite for further updates.

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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