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24th Annual European Pensions Symposium

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European Pensions SymposiumFebruary 3-5, 2016
Parco Dei Principi Hotel
Rome

Visit the European Pensions Symposium minisite for more information.

What lies ahead for investors in 2016?

The 24th 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 Rome, 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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7th Annual Evolving Fiduciary Obligations of Institutional Investors

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Evolving Fiduciary Obligations of Institutional InvestorsFebruary 16, 2016
Omni Shoreham Hotel
Washington, D.C.

Visit the Evolving Fiduciary Obligations of Institutional Investors minisite for further updates.

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 shareholders, and in turn, how they may better leverage strategies and objectives within this environment.  Through a series of panel sessions, case studies, presentations and workshops, this one-day event will provide constructive insights into the ways in which fiduciaries can be most effective in engaging with and influencing the management of pension plan investments. We will review the most crucial legal decisions 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 with a 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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7th Annual Global Real Assets Investment Forum

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Global Real Assets Investment ForumFebruary 23-24, 2016
Apella
New York

Visit the Global Real Assets Investment Forum minisite for more information.

How Can Your Real Assets Investments Reach Their Potential?

Join us February 23-24 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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11th Annual The Rights & Responsibilities of Institutional Investors

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The Rights & Responsibilities of Institutional InvestorsMarch 10-11, 2016
Renaissance Amsterdam Hotel
Amsterdam

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

A New World of Opportunities for Active Investors

The 11th Annual Rights & Responsibilities of Institutional Investors will again be held in Amsterdam and co-sponsored by Institutional Investor and Kessler Topaz Meltzer & Check LLP. The pressing issues covered in this agenda will consider the ways that investment, legal and compliance officers from public pension plans, insurance funds, mutual fund companies, and sovereign wealth funds globally 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 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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2nd Annual Deutschland Forum

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April 5 – 6, 2016
Hyatt Regency Cologne
Cologne

Visit the Deutschland Forum website for more information.

Das Deutschland Forum wurde auf Wunsch von institutionellen Endinvestoren aus Deutschland an einem landesspezifischen Austausch ins Leben gerufen und fand erstmals im Mai 2015 statt.

Das Forum bietet die Möglichkeit gemeinsam mit Deutschlands größten Endinvestoren Anlageherausforderungen, Auswirkungen von Regulierungsvorschriften sowie strukturelle Änderungen, speziell in Bezug auf den deutschen Markt zu diskutieren.

Für weitere Informationen kontaktieren Sie bitte Christoph Thoma (christoph.thoma@iilondon.com, +44 (0) 207 779 8576) oder Marc-Alexander Baier (mbaier@institutionalinvestor.com)


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Defined Contribution Forum

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Defined Contribution ForumApril 28-29, 2016
Four Seasons Hotel
Chicago

Visit the Defined Contribution Forum minisite for further updates.

Focusing on Innovative Plan Design to Improve Outcomes

Plan sponsors have accumulated a rather impressive array of solutions available to help their participants reach a financially secure retirement. The days are long gone when sponsors were focusing primarily on getting their participation rates up, now most companies are focusing on the full spectrum of options out there, including segmentation strategies to enhance communication efforts, white labeled funds to provide the necessary simplification research has shown lead to better investment decisions, and a fundamental rethink of how we communicate with employees, including focusing on the language – as well as the medium – we employ.

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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The RIA Central Investment Forum

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The RIA Central Investment ForumMay 10-11, 2016
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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4th Annual Defined Contribution Forum UK

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Defined Contribution Forum UKMay 10-11,  2016
Hanbury Manor London
London

Visit the Defined Contribution Forum UK website for more information.

This year’s Defined Contribution Forum UK is the fourth annual one held in the United Kingdom. We aim to take the next step forward in helping DC schemes find the information they need in order to engage and help participants. We support DC schemes through inspiring and informative meetings and by creating a peer-focused community to help attendees continue the conversation beyond the days of the event.

For more information, please contact Alex Beveridge at abeveridge@iilondon.com or +44 (0) 207 303 1742.


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Redefining Fixed Income

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Redefining Fixed IncomeMay 17-18, 2016
Apella
New York

Visit the Redefining Fixed Income website for more information.

More of the Same or Time to Make a Change? Looking for 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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Mid-Market DC Roundtable

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Mid-Market DC RoundtableMay 24-25, 2016
Park Hyatt
Chicago

Visit the Mid-Market DC Roundtable minisite for further updates.

Designing the Pathway to Your Participants’ Secure Retirement

Imagine having all the responsibilities and objectives as your large-plan peers but only a small percentage of the staff and financial resources. That is reality for many mid-market plan sponsors.

In recognition of this and the growing information needs of DC plans of all sizes, the Institutional Investor Institute for Defined Contribution is pleased to announce the launch of our Mid-Market DC Roundtable. This Forum will focus on providing plan sponsors from mid-market firms (those with approximately $200 million to $800 million in scheme assets) with the information, tools, and access to the peer expertise they need to meet their scheme’s objectives and to help their participants achieve a secure retirement.

Plan sponsors interested in receiving an invitation to attend the Mid-Market DC Roundtable as our guest should contact Benedetta Riva at (212) 224-3638 or benedetta.riva@institutionalinvestor.com.


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Redefining Fixed Income Symposium

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June 2-3, 2016
Copenhagen Marriott Hotel
Copenhagen, Denmark

Visit the Redefining Fixed Income Symposium website for more information.

The Redefining Fixed Income 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 Copenhagen, 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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Asia New Active Investment Symposium

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Asia New Active Investment SymposiumJune 22-23, 2016
Waldorf Astoria Shanghai on the Bund
Shanghai

Visit the Asia New Active Investment Symposium minisite for more information.

Driving Dynamic Approaches to New Active

The Asia New Active Investment Symposium gathers investors from around Asia-Pacific to share knowledge and experiences in creating value within traditional portfolios through new active strategies.

To inquire about attending the Asia New Active Investment Symposium — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Jennifer Sam at jennifer.sam@institutionalinvestor.com.


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The RIA East Investment Forum

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The RIA East Investment ForumJune 27-28, 2016
Renaissance Boston Waterfront Hotel
Boston

Visit The RIA East Investment Forum minisite for more information.

Please join us June 27-28, 2016 at Renaissance Boston Waterfront 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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4th Annual European Single Family Office Symposium

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June 29-30, 2015
Beau-Rivage Palace
Lausanne, Switzerland

Wisit 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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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 Laura Lapierre at +44 (0) 207 779 8885 or laura.lapierre@iilondon.com.


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Systematic Investments Symposium

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Systematic Investments SymposiumSeptember 27-28, 2016
The Dorchester
London

Please visit the Systematic Investments Symposium site for more information.

The Systematic Investments 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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5th Annual Institutional Investor Fund Workshop

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Institutional Investor Fund WorkshopOctober 4-5, 2016
Royal Berkshire Hotel
Ascot, Berkshire

Visit the Institutional Investor Fund Workshop for more information.

The Institutional Investor Fund Workshop is not your typical conference. It is a series of small working groups focused on discussing the best investment strategies for institutional asset owners, along with best practise in manager selection. The Workshop brings together over 25 senior investment officials from Europe’s top pension funds and insurers to discuss practical approaches to manager selection.

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 Laura Lapierre at +44 (0) 207 779 8885 or laura.lapierre@iilondon.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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