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Mid-Market DC Roundtable

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

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

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Redefining Fixed Income Symposium

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Redefining Fixed Income SymposiumJune 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 or +44 (0) 207 303 1742.


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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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