October 15-16. 2012

Visit the RIA Investment Forum minisite for more information.

Evolving Asset Allocation

Institutional Investor Forums RIA Investment Forum will focus on the investment strategies that RIAs must understand to meet their clients’ needs. Each day and a half Forum will provide them with the information to make appropriate recommendations to their clients and compete for assets.

If you are interested in being considered for an invitation please contact Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiforums.com.

September 10-11, 2012

Visit the Defined Contribution Symposium minisite for updated information.

Rethinking Plan Design: New Ideas for Our New Reality

Institutional Investor Forums’ Defined Contribution Symposium will again this year allow plan sponsors to meet with their peers to share what has worked and what needs to be rethought, assess the full range of options available as well as the options that must be devised yet, and discuss the answers. Plan sponsors will gather and hear from leading experts on the issues and more, more importantly, the solutions which exist. Leading industry experts, advisors, and asset managers will discuss the various options available to plan sponsors and frankly review the opportunities and challenges within each.

Plan sponsors interested in receiving an invitation to attend the Symposium as our guest should contact Jennifer Iannucci  at (212) 224-3665 or via email at jiannucci@iiforums.com.

Providers of 401(k) services interested in sponsoring the Symposium should contact Adele Langie at (212) 224-3611 or via email at alangie@iiforums.com.

July 17-18, 2012

Visit the U.S. Sub-Advisory Roundtable minisite for further updates.

Strategies and Issues in The Next Step on the Road to Recovery

At the Institutional Investor Forums’ 7th Annual U.S. Sub-Advisory Roundtable, we will attempt to put into context both the macro issues that now seem to have so much influence over sentiment and market direction, in conjunction with examining what they indicate about strategies, sectors, platform design, manager selection and a host of other issues sub-advisors and their clients must consider.

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.

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 kzammit@iiforums.com.

June 19, 2012

Visit the Corporate Financial Executive Summit minisite for more information.

Capitalizing on the Opportunities

With so much of the attention focused on the risks these days, it is important to remind ourselves of the opportunities that are available to US firms, especially globally. The types of displacements that we are seeing in the financial markets create opportunities, whether through M&A deals, refinancing, or growth potential, as well as uncertainties. Further, the economic dislocations of the past several years appear to have further entrenched the CFO’s role at center stage with these men and women having much greater and broader responsibility within their enterprises than before.

The 33rd Annual Corporate Financial Executive Summit will explore the concept of Capitalizing on the Opportunities by examining the full range of issues facing senior financial executives and their companies.

Only qualified representatives can be registered to be present at this meeting, but there is no fee for those who qualify. Attendance is limited to 50-60 senior financial executives from America’s leading companies, representing a diverse group of industries. As a guest of Institutional Investor, you would be responsible only for your travel and hotel accommodations. For further information, please contact Steve Olson at (212) 224-3943 or solson@iiforums.com.

June 13-14, 2012

The 7th Annual Japan Investment Forum is an invitation-only gathering for Japan’s largest investors to meet global managers to discuss global investment themes, risk mitigation and asset allocation strategies for today’s markets. The entire programme is driven by an expert advisory board of investors.

For further information please contact Emily Mak on tel: +852 2842 6950 or via email at emily.mak@iiconferencesasia.com.

June 11-12, 2012

Visit the RIA Investment Forum minisite for more information.

Evolving Asset Allocation

Institutional Investor Forums RIA Investment Forum will focus on the investment strategies that RIAs must understand to meet their clients’ needs. Each day and a half Forum will provide them with the information to make appropriate recommendations to their clients and compete for assets.

If you are interested in being considered for an invitation please contact Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiconferences.com.

May 23-24, 2012

Please visit the Emerging Markets Investment Summit minisite for updated information.

The slowdown in economic growth in developed countries has led many investors to look towards emerging markets for returns. In this private gathering, leading industry experts, both regional and global, join together with Europe’s most innovative pension funds to share experience and discuss ways of accessing the opportunities in emerging markets while managing the relevant risks. The summit includes a number of panels and case studies featuring funds that have experience investing in emerging markets and presentations from regional experts.

For further information please contact Alastair Hills on tel: (+852) 2842 6988 or via email at alastair.hills@iiconferencesasia.com.

May 10-11, 2012

Visit www.iifamilyofficeforum.com for further information.

Where Do We Go From Here?  Find the Right Path for Affluent Families Amid Ongoing Uncertainty

The 3rd Annual Institutional Investor/Gleneagles Group Family Office Wealth Management Forum will offer a range of views, ideas and opinions on both the broad issues families need to be informed about, while closely reviewing the risks and opportunities inherent in the decisions available to them.

As market volatility and instability have persisted, the question affluent families are asking is what will it take to put the nation, and the world, on a path toward renewal that will provide the basis for sustained economic growth. It is understood that the key to this effort is having the appropriate policies in place to address unemployment, deficits, wage stagnation, widening income disparities, the national debt and the structural issues pertaining to entitlement programs, all of which continue to undermine progress three years after the depths of the credit crisis. How to pursue these goals remains the biggest barrier.

Please note that this meeting is invitation only to qualified family office executives and family members. Family office executives, family members and high-net-worth individuals who are interested in receiving an invitation to attend the Family Office Wealth Management Forum should contact Usha Usha Bhate at 212-224-3429 or ubhate@iiforums.com. There is a small fee to attend the conference, if you qualify.

Considering the policy options and possible economic scenarios that exist in this environment, in what way can they inform affluent families about ways to consider structuring their portfolios? What should they be doing differently, both to take advantage of current conditions, anticipate trends and protect against the many risks that remain? Further, with so many decisions dependent on political outcomes that lead to widely divergent responses, in what way will election results matter in areas such as estate planning, philanthropy, family office structures and other matters important for families? How will new regulations already in place stemming from the Dodd-Frank financial market legislation impact family offices? What other current developments must families be aware of?

We will seek to present outlooks on the economy, the domestic scene, geopolitics and the markets, in addition to providing information and viewpoints on specific investment opportunities and risks, along with developing trends that should be monitored. We will rely on an educational approach and format to deliver insights from outside experts, family office executives and principals, and representatives of our sponsoring organizations to provide multiple points of view.

May 9-10, 2012

The 5th Annual Australian Investment Management Summit is an invitation-only gathering for senior investment executives from Australia’s largest funds and a select group of international experts. The Summit focuses on investment issues facing superannuation schemes and other large investors. All sessions are held in private under Chatham House Rule and the entire programme is driven by an expert advisory board of investors.

For further information please contact Alastair Hills on tel: (+852) 2842 6988 or via email at alastair.hills@iiconferencesasia.com.

April 25-26, 2012

Visit the Defined Contribution Forum minisite for further updates.

Institutional Investor Forums 22nd Annual Defined Contribution Forum will again provide senior 401(k) plan sponsor executives from larger US plans with an array of informational and educational ideas, opinions, outlooks and advice related to serving their participants by offering them the right mix of products and services to help them achieve optimum results before and after retirement.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Leslie L. Flynn at (212) 224-3075 or via email at lflynn@iiforums.com.

Providers of 401(k) services interested in sponsoring the Forum should contact Adele Langie at (212) 224-3611 or via email at alangie@iiforums.com.