Celebrating 40 Years

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The Oman Global Investment Forum will celebrate the 40th anniversary of the Sultanate of Oman and showcase the country’s impressive range of investment opportunities. It will bring together international investors with Oman’s key industry leaders, financial intermediaries and top-level policy makers. Delegates will be invited free of charge. The Forum will be open to the media.

For further information please contact Charlie Floyd on tel: +44 (0)207 303 1734 or via email at cfloyd@iilondon.com

Participating in the Middle East Investment Management Summit will be a select group of international investment managers and key investors from across the region. The event will build on the success of this year’s UAE Investment Management Summit, which was attended by many of the country’s largest investors.

Through interactive panel sessions and sponsor hosted presentations, the Summit will provide investors with the tools they need in order to make successful investments. It will be closed to the media, limited in numbers and focused around relationship building. For further information please contact Charlie Floyd on tel: +44 (0)207 303 1734 or via email at cfloyd@iilondon.com

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The Forum highlights the range of investment opportunities available in the UAE and provides a setting for leaders of UAE businesses to meet and discuss how best to use the capital markets for their investment and financing needs.

The Forum is the largest and most high-profile investment conference to be held annually in Abu Dhabi. Over 500 delegates from more than 30 countries participated in this year’s event.

H.E. Nasser Ahmed Alsowaidi, Chairman, Department of Economic Development has confirmed to open the Forum. Institutional Investor will be working closely with the Department of Economic Development to confirm high-profile policy makers and UAE dignitaries as delegates and speakers.

The Forum is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd on tel: +44 (0)207 303 1734 or via email at cfloyd@iilondon.com

Recovering and Readjusting in the New Normal

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Institutional Investor’s 20th Annual Defined Contribution Forum will continue its tradition of addressing the range of vital issues, interests and concerns of senior benefits and treasury executives from major plans, linked to the most current events and most common forecasts. As leading plan sponsors struggle to find the right answers for their participants in a more complex and risky environment, this distinctive forum will provide a wide range of views from their peers, outside experts and those they rely on for a variety of services and solutions.

Through a mix of highly interactive educational panel sessions and presentations, workshops and social events, there will be ample opportunity to debate and discuss issues of vital importance to plan sponsors and their participants in a relaxed and collegial setting that can allow for a detailed exchange of views. The Forum will provide an unrivaled opportunity to share experiences and ideas on the road to recovery and readjustment in the "new normal."

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Tomas Djurström at (212) 224-3727 or via email at tdjurstrom@iiconferences.com.

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

Managing Affluent Family Assets and Dynamics in a New Era of Risks and Uncertainty

The "Great Recession," as it seems likely to become historically known, has left in its wake a great deal of uncertainty about the future. Some contend that the world will come out of it as it always has, with upside growth and returns matching the extreme downturn that has left few untouched by losses. Others assert that we are entering an era described as the "new normal" that will be marked by slower growth, higher unemployment and lingering risks that will be unlike those experienced in previous periods of recovery.

What is certain is that competing views about many issues cloud the outlook and render it far more difficult to make decisions affluent families can rely on to manage their wealth, and with it their families themselves.

The Institutional Investor/Gleneagles Group Family Office Wealth Management Forum will attempt to tackle a host of difficult and multifaceted issues in an effort to provide various outlooks and opinions. We will seek to generate thought provoking plans and ideas affluent families can consider for managing their affairs in a period during which much remains to be clarified. We will hear from experts providing views on the economy, the political scene and investment options. And we will be exposed to a number of alternatives that will address a variety of particular circumstances. We will also hear what strategies other families are employing as they seek to balance risks and opportunities and ensure the quality of life for themselves and future generations.

Moreover, through various presentations, workshops, panel discussions and addresses by special guest speakers, we will endeavor to examine issues ranging from how to become more effective at philanthropic efforts to discovering meaningful and practical methods to provide inter- and intra-generational wealth education.

Qualified family office directors and family members who are interested in attending the Family Office Wealth Management Forum, which is by invitation only, should contact Usha Bhate at (212) 224-3429 or at email ubhate@iiconferences.com.

Service providers interested in speaking/sponsoring the Forum should contact Usha Bhate at (212) 224-3429 or email ubhate@iiconferences.com.

The Abu Dhabi Investment Forum in Shanghai will be held in partnership with the Abu Dhabi Department of Economic Development. It will bring together Chinese and Asian investors, business leaders and financiers with Abu Dhabi’s heads of industry, investment banks and top-level policy makers.

H.E. Nasser Ahmed Alsowaidi, Chairman, Department of Economic Development has confirmed to open the Forum and lead the Abu Dhabi delegation.

The Forum will showcase the impressive range of investment opportunities available in Abu Dhabi. It is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd on tel: +44 (0)20 7303 1734 or via email at cfloyd@iilondon.com.

Re-thinking Traditional Models

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The global financial crisis has forced investors to re-think some basic investment tenets – from the efficient market hypothesis to the efficient frontier approach and from asset allocation principles to concepts of diversification. With the green shoots of global recovery starting to germinate, this is an opportune time for investors to re-evaluate their asset allocation strategies, alternative investment commitments and outsourcing options. Besides investors, asset consultants also need to pro-actively respond to this rapidly changing institutional investor landscape.

In a series of sessions offering formal presentations, panel discussions and informal conversations, summit participants will explore a range of issues relating to portfolio strategies as well as investment practices.

Institutional money managers interested to sponsor or attend should contact: Lori Chase (USA) on +1 212 224 3923 or lchase@iiconferences.com or Teik H. Tan (Australia) on +61 2 9460 4760 or teikheng.tan@iiconferencesasia.com.

Complimentary passes are available to qualified institutional investors (superannuation/pension funds, government funds, endowments). To apply, contact: Teik H. Tan (Australia) on +61 2 9460 4760 or teikheng.tan@iiconferencesasia.com.

New Paradigms in Asset Allocation

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As the global economy begins to show signs of recovery, Japanese investors need to re-examine their policy asset allocation strategies, re-evaluate alternative investment commitments and review manager selections. The global financial crisis has certainly forced investors to re-think some basic investment tenets — from the efficient market hypothesis to the efficient frontier approach and from asset allocation principles to concepts of diversification.

This annual forum will provide the ideal platform for Japanese pension funds and institutional investors, asset consultants, advisors and leading asset managers to discuss, debate and exchange ideas and perspectives. In a series of sessions offering keynote addresses, formal presentations and panel discussions, forum delegates will explore a range of issues relating to portfolio construction as well as investment practices.

Institutional money managers interested to sponsor or attend should contact: Lori Chase (USA) on +1 212 224 3923 or lchase@iiconferences.com or Teik H. Tan (Asia/Pacific) on +61 2 9460 4760 or teikheng.tan@iiconferencesasia.com.

Complimentary passes are available to qualified institutional investors (pension funds, insurance funds, government funds). To apply, contact: Bonnie Tse on +852 2842 6956 or bonnie.tse@iiconferencesasia.com.

Institutional Investor is pleased to announce that we will be hosting the second inaugural Corporate Financial Executive Summit on June 9-10, 2010 in New York City. Building upon three decades of relationships with senior financial executives from the leading US firms, the Summit will equip CFOs and their peers with the information they need to help their companies succeed in today’s challenging environment.

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 Lew Knox at (212) 224-3826 or via email at lknox@iimemberships.com.

Service providers that would like to speak in front of this exclusive audience should contact Stephanie Hunt at (212) 224-3895 or via email at shunt@iiconferences.com.

Getting Back to Basics: The New Configuration of Risks and Opportunities

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In the wake of the 2008 market meltdown, many investors have been rethinking the conventional wisdom about hedge funds. Many hedge funds actually outperformed traditional long-only managers. Nonetheless, the promise of consistent absolute returns is being questioned. And many investors remain troubled by the difficulties encountered in attempting to redeem hedge fund investments. The market meltdown also exposed the degree to which some hedge fund returns resulted from leverage and benign market conditions rather than superior investment skills.

Institutional Investor’s Hedge Fund Investor Symposium will explore a myriad of issues in an effort to uncover how managers can provide the combination of comfort and returns necessary to attract investors and restore the long-term health of the hedge fund industry. Through a series of panel discussions and presentations, investors, consultants, fund managers and other experts will examine the ways in which the hedge fund industry has changed as a result of the economic collapse and suggest how the industry must continue to evolve in order to serve its clients. The Symposium will also examine the ways in which critical economic variables, from growth rates to inflation rates, will affect the risks and returns associated with various hedge fund strategies.

Investors (i.e., corporate and public plan sponsors, investment officers from endowments and foundations, and buy-side managers) as well as consultants who are interested in attending the Hedge Fund Investor Symposium as our invited guests should contact Viena Margulies at telephone (212) 224-3971 or via email at vmargulies@iiconferences.com.

Asset gatherers interested in sponsoring the Symposium should contact Usha Bhate at (212) 224-3429 or ubhate@iiconferences.com or Kristin Zammit at (212 )224-3063 or kzammit@iiconferences.com..

Implementing and Running a DC Pension Scheme: Learning from Best Practice

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Institutional Investor is bringing together leading defined contribution pension funds for a special two-day event focussing on all the major issues involved in running a DC scheme.

The UK is fast approaching the point where it has more members in DC schemes than in DB, but running a DC involves a completely different set of problems and issues.

This conference addresses these issues from a fresh and unique perspective, examining global best practise in DC. Using a case study approach to the programme delegates will hear first hand how other funds have solved similar issues.

Investors and issuers interested in being considered for an invitation to this meeting should contact: Meriem Achoura on tel: +44 (0) 207 303 1741 or via email at machoura@iilondon.com

Complimentary registrations are available to qualified investors only. Investors are however responsible for their own travel and accommodation arrangements. For further enquiries, please contact: Bonnie Tse, at telephone +852 2842 6956 or via email at bonnie.tse@iiconferencesasia.com .

Understanding and Prospering from the Shifting Sands of Global Transformation

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The world has quickly come to accept that economic growth, and the power and influence that comes with it, is shifting toward emerging and developing nations, China foremost among them. As a result of this shift, the developed world will likely need to go through a period of realignment to better balance their economies in order to support their domestic markets and populations. The severe global economic decline has enforced this view as well as clarified the extent to which it is occurring, while perhaps accelerating the pace of this development.

At the same time, the huge economic meltdown we have been through, along with the exacerbated fiscal problems it has brought to the developed world have created what are probably unique investment opportunities that families would be remiss to ignore. In addition, of course, the global nature of business enterprises today means that many domestic companies that operate internationally will profit from the evolutionary changes that will take place over years, if not decades.

In conjunction with all the pressing investment considerations families have to ponder, they must also contend with uncertainty about tax rates, regulations, government intervention in the markets, whether we are entering an inflationary or deflationary cycle, how we will ultimately deal with our massive deficits and debt — and what it all means for interest rates and the dollar — the unstable geopolitical environment, and a variety of other issues that don’t lend themselves to easy analysis or understanding.

The 11th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will examine these and other essential issues families must contemplate as they navigate in a world that at this moment presents more questions than answers then at any time in recent memory. In the process we will evaluate an assortment of investment options to unearth where the best opportunities may exist and where the greatest risks may be lurking. We will also determine what other affluent families are doing or considering when it comes to investing in various strategies, regions, sectors and asset classes.

With the involvement of numerous experts, experienced family office executives, family members and others, the 11th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will provide a unique chance for families to discuss essential issues, share ideas and information, and informally review a diversity of options that will help them make informed decisions underpinned by their individual standards, values, objections and family circumstances.

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 email ubhate@iiconferences.com.

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at (212) 224-3429 or email ubhate@iiconferences.com.

The 2nd Annual Qatar Global Investment Forum will be opened by H.E. Yousef Hussain Kamal, Minister of Economy and Finance, State of Qatar. Speakers will bring to light the outlook for Qatar’s financial sector, real estate developments, infrastructure and industry.

This year’s Forum was the largest and most prestigious capital markets and investment conference to be held in Doha in 2009. Over 300 delegates participated. The 2010 Forum will build on the success of this year’s event. The Forum is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd on tel: +44 (0)207 303 1734 or via email at cfloyd@iilondon.com