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8th Annual Global Real Assets Investment Forum

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Global Real Assets Investment ForumFebruary 28 – March 1, 2017
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

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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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Defined Contribution Forum

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Defined Contribution ForumApril 4-5, 2017
Four Seasons Hotel

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

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Defined Contribution Roundtable

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Defined Contribution RoundtableApril 6-7, 2017
Four Seasons Hotel

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

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Canadian Fiduciary Roundtable

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Canadian Fiduciary RoundtableJune 6, 2017
Fairmont Royal York

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

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16th Annual European Investment Roundtable

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European Investment RoundtableSeptember 13-15, 2017
Marriott Hotel

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

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