June 12-13, 2013
Beau-Rivage Palace
Lausanne

Visit the European Family Office Symposium minisite for more information.

Facing Tough Decisions: New Horizons for Family Offices

In just 10 years the European wealth management industry has grown dramatically. The dependence on the private bank has decreased as affluent families in Europe look for new directions to manage their wealth. As the family office market continues to expand the search for trusted advice and guidance becomes principal. Whether building the right governance structure, sourcing the best investments, allocating cash or educating the younger generations, all decisions must be carefully considered and made following robust due diligence. However, in a rapidly growing market where to find the best advice and opportunities can become challenging. Institutional Investor launches its inaugural European Family Office Symposium at a time where communication and collaboration between family offices is crucial to stay abreast of a rapidly evolving industry. With unique contributions from European family offices, insights from US counterparts and views from experts and industry thought leaders our 2013 symposium will offer a broad range of views, opinions and guidance on key investment, governance and operational issues as developed with an esteemed Advisory Board of family office executives.

Qualified family office directors and family members who are interested in attending the European Family Office Symposium, which is by invitation only, should contact Emma Whittingham at +44 20 7303 1713 or ewhittingham@iilondon.com.

Service providers interested in speaking/sponsoring the Symposium should contact Lynn Quealy at +44 20 7303 1744 or lquealy@iilondon.com.

June 19, 2013
NYSE Euronext
New York

Visit the Corporate Financial Executive Summit minisite for more information.

Taking Your Finger Off the Pause Button: What Comes Next for US Firms?

Institutional Investor Forums’ 34th Annual Corporate Financial Executive Summit will explore the concept of what comes next for US firms by examining the full range of issues facing senior financial executives and their companies.

Only qualified representatives can be registered to be present at this meeting, but there is no fee for those who qualify. Attendance is limited to 50-60 senior financial executives from America’s leading companies, representing a diverse group of industries. As a guest of Institutional Investor, you would be responsible only for your travel and hotel accommodations. For further information, please contact Steve Olson at (212) 224-3943 or solson@iiforums.com.

June 19-20, 2013
The Peninsula Tokyo
Tokyo, Japan

Visit the Japan Investment Forum minisite for more information.

How Can Japanese Investors Successfully Add New Investment Capabilities?

The 8th Annual Japan Investment Forum is an invitation-only gathering for Japan’s largest investors to meet global managers to discuss global investment themes, low interest rate environment, risk mitigation and asset allocation strategies for today’s markets. Senior executives from the world’s largest pension fund, Government Pension Investment Fund and the second largest pension fund in Japan, Pension Fund Association will share their perspectives on these topics. This year’s theme will be ‘How Can Japanese Investors Successfully Add New Investment Capabilities?” and the entire programme is driven by an expert advisory board of investors.

There is no fee to attend. English and Japanese simultaneous translation services will be available throughout the Forum. The Forum will be closed to the media.

For further information please contact Emily Mak on tel: +852 2842 6950 or via email at emily.mak@iiconferencesasia.com.

July 16-17, 2013
The Union League Club
New York

Visit the Sub-Advisory Roundtable minisite for further updates.

Succeeding By Responding to the Markets and to Your Clients

Institutional Investor forums’ Sub-Advisory Roundtable will bring together leading participants in this high-potential, rapidly growing segment of the asset management industry 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.

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.

September 16-17, 2013
Beijing Hotel
Beijing

Visit the China Investment Management Summit website for further updates.

Institutional Investor Forums’ 7th Annual China Investment Management Summit will be scheduled for 16-17 September 2013 in Beijing. This industry summit will build on the success of past years’ summit, which was widely supported by senior investment executives and government regulators. This annual summit will bring together Chinese policy makers, institutional investors and asset managers with one of the most high-profile delegations of global investors to be gathered in Beijing.

It will provide a platform for intimate discussion between senior Chinese government officials, institutional investors and a select group of asset managers. Issues to be covered include investment regulation and law, asset allocation, risk and governance, as well as opportunities in specific asset classes.

The Summit is by invitation only, closed to the media and limited in numbers. There is no fee to attend. English and Chinese simultaneous translation services will be available throughout the Forum.

If you would like to learn more about the Summit please contact Emily Mak, at telephone +852 2852 6950 or via email at emily.mak@iiconferencesasia.com.

September 19-20, 2013
The Ritz-Carlton
Half Moon Bay, CA

Visit the Defined Contribution Symposium minisite for updated information.

Learning From the Past to Build a Better Future for DC Participants

More information coming soon.

Plan sponsors interested in receiving an invitation to attend the Symposium as our guest should contact Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.com.

Providers of 401(k) services interested in sponsoring the Symposium should contact Adele Langie at (212) 224-3611 or via email at alangie@iiforums.com.

September 22-24, 2013
Montage Resort & Spa
Laguna Beach, CA

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

Analyzing Your Options, Identifying the Opportunities and Charting the Best Course Toward Your Family’s Objectives

This year’s Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they’ve employed to deal with them.

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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October 28-29. 2013
The Ritz-Carlton
San Francisco, CA

Visit the RIA Investment Forum minisite for more information.

Moving the Needle: Finding the Returns Your Clients Need

Over the course of this day and a half program, investment decision-makers from the nation’s leading RIAs will explore the risks and rewards of the investment opportunities on offer to help them achieve the investment returns their clients need..

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.

November 19-20, 2013
Metropolitan Club
New York

Visit the Defined Contribution Summit minisite for more information.

Outpacing Expectations through Innovative Strategy

This year’s Defined Contribution Summit will examine the innovative strategies that are illuminating the path forward for plan sponsors. Through panel sessions, debates, roundtable discussions, workshops and special guest speakers, we will explore a broad range of topics that DC plan sponsors must concern themselves with in order to successfully tackle the unique challenges facing tomorrow’s retirees. Throughout the Summit, we will hear from both providers and plan sponsors in order to obtain a wide range of views and opinions and to share and evaluate experiences, objectives and outcomes.

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: Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.com.