Space is Limited

Apply for an invitation to save your place.

Participation in this event is by invitation only. Guests of Institutional Investor are only responsible for their travel and hotel accommodations; there is no fee to attend this exclusive gathering. We have provided a request for an invitation form for your convenience. Please be sure to send in your request early as space is limited.

Qualifying asset outsourcers — banks, mutual fund firms, asset management companies and insurance firms may attend as a delegate. Each applicant will be qualified upon receipt, and may not be guaranteed attendance.

We are certain you will find attending the meeting a worthwhile investment of your time and look forward to receiving your request for an invitation.

Advisory Board

Robert J. Majdecki, Senior Vice President & Chief Investment Officer, Amalgamated Bank of Chicago
Natalie A. Trunow, Chief Investment Officer, Equities, Calvert Investment Management
Stephen M. Hagan, Director, Research, Citi Private Bank
Wayne Wicker, Senior Vice President & Chief Investment Officer, ICMA Retirement Corporation
Saumen Chattopadhyay, Vice President, Investment Management, Jackson National Asset Management
Thomas Hobson, Senior Consultant, Nationwide Investment Management Group
Brian T. Mong, CFA, Associate, Asset Manager Selection, Allianz Life Insurance Company of North America
Eric Hoerdemann, Portfolio Manager, SEI Investments

Space is Limited

Qualifying asset outsourcers — banks, mutual fund firms, asset management companies and insurance firms may attend as a delegate. Each applicant will be qualified upon receipt, and may not be guaranteed attendance.

We are certain you will find attending the meeting a worthwhile investment of your time and look forward to receiving your request for an invitation.

Questions?

Advisory Board

Sponsoring Organizations (to date)

Babson Capital Management LLC and OppenheimerFunds, Inc.

Investec

Old Mutual Asset Management, Inc.

Co-Sponsoring Organizations (to date)

State Street Global Advisors