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Asia New Active Investment Symposium

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

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

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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

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

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4th Annual European Single Family Office Symposium

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European Single Family Office SymposiumJune 29-30, 2016
Beau-Rivage Palace
Lausanne, Switzerland

Visit 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 or +44 (0) 207 303 1713.

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The Future of Investing

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The Future of InvestingJuly 11-12, 2016
New York City

Visit The Future of Investing minisite for more information.

Using the “New Active” Strategies to Achieve Investment Objectives

Institutional Investor Forums is launching its inaugural event focusing on the Future of Investing, and specifically how institutions — North American corporate and public pension plans as well as US endowments and foundations — can use the “new active” strategies to meet their investment objectives. We will be inviting selected managers representing the strategies or styles of greatest potential interest to investors, including those which are leaders in unconstrained equity, total return, multi-asset, new generation fixed income, and trading strategies, to participate as sponsors of this important event.

If you are interested in being considered for an invitation please contact Katarina Storfer at +1 (212) 224-3073 or at email

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11th Annual Sub-Advisory Roundtable

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Sub-Advisory RoundtableJuly 19-20, 2016
New York

Visit the Sub-Advisory Roundtable website for more information.

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

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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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

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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

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15th Annual European Investment Roundtable

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European Investment RoundtableSeptember 14-16, 2016
Grand Hotel

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

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Canadian Fiduciary Roundtable

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Canadian Fiduciary RoundtableSeptember 21, 2016
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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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 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

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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