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9th Annual Sub-Advisory Roundtable

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Sub-Advisory RoundtableJuly 22-23, 2014
New York

Visit the Sub-Advisory Roundtable website for more information.

Creating and Maintaining a Competitive Advantage Through Product Innovation and Manager Selection

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. Our day and a half program comprised of expert presentations, workshops, and panel discussions will discuss how firms and their sub-advisors can succeed in today’s challenging environment.

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

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

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11th Annual Family Office Wealth Conference

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Family Office Wealth ConferenceSeptember 14-16, 2014
Montage Resort & Spa
Laguna Beach, CA

You may also visit us at for further updates.

Staying on Track: Ideas and Solutions to Help Preserve Your Family Legacy

The investment landscape is looking significantly improved for investors, especially for family offices which typically have the ability to be opportunistic and yet invest with a longer-term time horizon. At the same time, many of the non-investment related issues – such as preserving and transferring wealth, inter-generational communications, smart philanthropy policies, and governance – remain perplexing at best and confounding and crippling at worst. How many families and/or family offices can truly attest that they have solutions these matters?

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. Over the course of the program, attendees will assess the full range of critical matters confronting today’s affluent families.

Institutional Investor’s Family Office Wealth Conference offers a forum in which a variety of perspectives, ideas, viewpoints, and solutions will be provided on these and other topics essential for affluent families to assess as they chart the best course toward their family’s objectives.

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

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at telephone (212) 224-3429 or via email at


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3rd Annual Kuwait Institutional Investor Summit

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September 16, 2014
The Regency Hotel

Visit the Kuwait Institutional Investor Summit for more information.

The Summit will last one day and be held at the Regency Hotel in Kuwait on 16 September 2014. It is a private event that takes place annually. Now in its third year, it will bring senior decision makers from Kuwait’s investment community together with investment professionals, economists and academics from around the world. It will be closed to the media and limited to about 100 delegates. The private and off-the-record format will promote dialogue and debate between investors. The agenda is designed around the specific investment needs of Kuwait’s investors. Speakers will discuss global investment strategies, themes and risks in international markets. Part of the agenda will also focus on regional and local markets.

For further information please contact Charlie Floyd, Head of Middle East,  Institutional Investor at  +44 (0) 207 303 1734 or via email at

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7th Annual Defined Contribution Symposium

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Defined Contribution SymposiumSeptember 16-17, 2014
The Ritz-Carlton
Half Moon Bay, CA

Visit the Defined Contribution Symposium minisite for updated information.

Pursuing Outcome-Driven Approaches to Plan Design

This year’s Defined Contribution Symposium endeavors to explore the factors defining the end goal of successful participant retirement outcomes — and to purposefully retrace our steps from there to build the best plan possible. 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 set participants on a path towards an attainable, positive result.

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

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

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3rd Annual West Coast RIA Investment Forum

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3rd Annual West Coast RIA Investment ForumOctober 28-29. 2014
The Ritz-Carlton
San Francisco, CA

Visit the RIA Investment Forum minisite for more information.

Where Will the Markets Provide Opportunities in 2015-2016?

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

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8th Annual Defined Contribution Summit

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Defined Contribution SummitNovember 19-20, 2014
New York

Visit the Defined Contribution Summit minisite for more information.

Designing for the Bigger Picture: Looking Beyond DC Savings Accumulation

This year’s Defined Contribution Summit will continue the important task of exploring the key building blocks for existing plan foundations—and how to improve from there—while taking a critical eye to the bigger picture. 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 define successful outcomes for their participant populations—and company balance sheets—in the accumulation phase and beyond.

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

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4th Annual Risk & Liquidity

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January 27-28, 2015
The Ritz-Carlton
San Francisco

Visit the Risk & Liquidity minisite for the latest information.

New Investment Landscape = New Asset Allocations = New Decisions

The 2015 Risk & Liquidity Forum, our fourth annual, will present the latest, best thinking on the solutions and risk management strategies which are being developed. This day and a half program will be stocked with experts from both leading asset management firms as well as some academic thinkers and speakers from leading, innovative institutions. These speakers will provide their expertise — through panel sessions, discussion groups, and real-world case studies — on how the new investment landscape we are confronting is altering their institutions’ asset allocations and, ultimately, the investment and risk management decisions which are resulting from these changes

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

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10th Annual The Rights & Responsibilities of Institutional Investors

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March 19, 2015
NH Grand Hotel Krasnapolsky

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

Fortifying Engagement through Collaborative Action

The 10th Annual Rights & Responsibilities of Institutional Investors will again be held in Amsterdam and co-sponsored by Institutional Investor and Kessler Topaz Meltzer & Check LLP. Many of the most pressing issues for investors and shareholders covered in this agenda will consider the ways that these investment, legal and compliance officers from European public pension, insurance fund and mutual fund companies are paving a path forward—together— to meet larger, long term ESG and governance goals.

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

Only qualified representatives can be registered to attend this meeting, but there is no fee for those who attend.

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