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Asia Institute Investor Summit

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Asia Institute Investor SummitMarch 23, 2017
Conrad Hotel
Hong Kong

Visit the Asia Institute Investor Summit website for more information.

With an emphasis on the greater North Asia region (China, Hong Kong, Taiwan, Korea, and Japan), this one day meeting provides access to the largest institutional asset owners from across Asia alongside members of the Asia Institute. The peer-to-peer component of the meeting allows for off the record exchange of views between executives, investors, and regulators.

If you are interested in being considered for an invitation please contact Jennifer Sam, Director of Events and Head of Client Services, at +852 2842 6956 or jennifer.sam@institutionalinvestor.com.


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The RIA Central Investment Forum

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The RIA Central Investment ForumApril 4-5, 2017

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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Defined Contribution Forum

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Defined Contribution ForumApril 4-5, 2017
Four Seasons Hotel
Chicago

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 alisha.patel@institutionalinvestor.com.


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Defined Contribution Roundtable

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Defined Contribution RoundtableApril 6-7, 2017
Four Seasons Hotel
Chicago

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 alisha.patel@institutionalinvestor.com.


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Public Funds Roundtable

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April 26-28, 2017
The Beverly Hilton
Los Angeles

Visit the Public Funds Roundtable website for more information.

Senior administrators and seasoned trustees from public employee pension funds meet members for a meeting examining front-burner investment management topics, plan administration concerns, and public policy issues.

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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12th Annual East Coast Sub-Advisory Roundtable

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May 4-5, 2017
Apella
New York

Visit the East Coast Sub-Advisory Roundtable website for more information.

The Search for Yield: Finding Opportunities amid Challenges

The 12th Annual East Coast Sub-Advisory Roundtable will be the first event in Institutional Investor’s newly launched Sub-Advisory Institute – a private membership organization for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year. Through expert-led panel discussions, presentations, guest speakers and live market research, each event will bring together leading participants in the sub-advisory landscape 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 or Madeline Pescatore at (212) 224-3640 or madeline.pescatore@institutionalinvestor.com.


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3rd Annual Redefining Fixed Income

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Redefining Fixed IncomeMay 11-12, 2017
Apella
New York

Visit the Redefining Fixed Income website for more information.

It All Boils Down to This: Finding 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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Canadian Fiduciary Roundtable

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Canadian Fiduciary RoundtableJune 6, 2017
Fairmont Royal York
Toronto

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 acornish@iiforums.com.


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Endowments & Foundations Roundtable

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June 6-8, 2017
Four Seasons Hotel
Boston

Visit the Endowments & Foundations Roundtable website for more information.

This Roundtable is the first and longest running national meeting dedicated to the endowment and foundation community. Members meet senior investment officers from the nation’s largest endowments and foundations in this Roundtable devoted exclusively to their special investment and spending policy concerns.

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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The RIA East Investment Forum

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The RIA East Investment ForumJune 12-13, 2017
Taj Boston
Boston

Visit The RIA East Investment Forum minisite for more information.

Please join us June 12-13, 2017 at Taj Boston 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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