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4th Annual Risk & Liquidity

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Risk & LiquidityJanuary 27-28, 2015
The Ritz-Carlton
San Francisco

Visit the Risk & Liquidity minisite for the latest information.

New Investment Landscape = New Asset Allocations = New Decisions

The 2015 Risk & Liquidity Forum, our fourth annual, will present the latest, best thinking on the solutions and risk management strategies which are being developed. This day and a half program will be stocked with experts from both leading asset management firms as well as some academic thinkers and speakers from leading, innovative institutions. These speakers will provide their expertise — through panel sessions, discussion groups, and real-world case studies — on how the new investment landscape we are confronting is altering their institutions’ asset allocations and, ultimately, the investment and risk management decisions which are resulting from these changes

To inquire about attending Risk & Liquidity — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.com.


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23rd Annual European Pensions Symposium

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European Pensions SymposiumFebruary 4-6, 2015
The Westin Palace
Madrid

Our longest running event in Europe, the European Pensions Symposium brings together over 95 senior investment officials from the largest and most innovative pension funds and insurers in Europe to discuss the most pressing investment topics the industry is currently facing. Now in its 23rd year, the Symposium keeps industry peers up-to-date on the latest trends, with the opportunity to hear expert views, and share ideas and experiences. Attendance to the event is by invitation-only and free of charge to qualified senior pension fund officials.

For more information, please contact Antje Meyer, Associate Director at ameyer@iilondon.com or +44 (0) 207 303 1740.


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6th Annual Evolving Fiduciary Obligations of Pension Plans

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Evolving Fiduciary Obligations of Pension PlansFebruary 10, 2015
Tempe Mission Palms
Tempe, AZ

Visit the Evolving Fiduciary Obligations of Pension Plans minisite for further updates.

Making Strides in Engagement through Strategic Due-Diligence

In conjunction with co-host Kessler Topaz Meltzer & Check LLP, and with the essential input of an Advisory Board of your peers, we will offer a thorough overview of the landscape within which legal advisors are operating to fulfill their obligations as fiduciaries and shareholders, and in turn, how they may better leverage strategies and objectives within this environment.  Through a series of panel sessions, case studies, presentations and workshops, this one-day event will provide constructive insights into the ways in which fiduciaries can be most effective in engaging with and influencing the management of pension plan investments. We will review the most crucial legal decisions and developments investors should be aware of, and offer insights on the approaches successful plans have implemented to create the structures that meet investment return targets strategically and with a long term vision.

 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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6th Annual Global Real Assets Investment Forum

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Global Real Assets Investment ForumFebruary 24-25, 2015
Apella
New York

Visit the Global Real Assets Investment Forum minisite for more information.

Where Are the Opportunities? How Do You Shift Your Real Assets Allocation to Match Those Opportunities?

Join us February 24-25 in New York as we learn about the decisions North American pension funds and US endowments and foundations are making as they address the new global investment landscape and what this means for their portfolios of real assets.

To inquire about attending the Global Real Assets Investment Forum — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.com.


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10th Annual The Rights & Responsibilities of Institutional Investors

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The Rights & Responsibilities of Institutional InvestorsMarch 19, 2015
NH Grand Hotel Krasnapolsky
Amsterdam

Visit The Rights & Responsibilities of Institutional Investors minisite for more information.

Fortifying Engagement through Collaborative Action

The 10th Annual Rights & Responsibilities of Institutional Investors will again be held in Amsterdam and co-sponsored by Institutional Investor and Kessler Topaz Meltzer & Check LLP. Many of the most pressing issues for investors and shareholders covered in this agenda will consider the ways that these investment, legal and compliance officers from European public pension, insurance fund and mutual fund companies are paving a path forward—together— to meet larger, long term ESG and governance goals.

Senior executives and legal and compliance leaders from European, US and other public pension plans, insurance funds and mutual fund companies interested in being considered for an invitation should contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiforums.com.

Only qualified representatives can be registered to attend this meeting, but there is no fee for those who attend.


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1st Annual Central RIA Investment Forum

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1st Annual Central RIA Investment ForumApril 27-28, 2015
Four Seasons Hotel
Chicago

Building Your Business
The Investment Decisions and Practice Management That Can Make the Difference

For nearly five years in Boston and San Francisco, Institutional Investor Forums has delivered private meetings for investment decision-makers from the larger, independent, fee-based RIAs. Now in response to requests from the RIA executives who are focusing on building their businesses as well as identifying the best investment opportunities, we are adding this third event. This particular agenda will incorporate discussions focusing on some of the key issues facing growing firms while retaining some of the investment themes which have allowed us to differentiate our events from the other conferences vying for your time and attention.

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 Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiconferences.com.


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4th Annual Emerging Markets Forum

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May 12-13, 2015
Apella
New York

Visit the Emerging Markets Forums minisite for more information.

Separating the Wheat from the Chaff
Identifying the Investment Opportunities with the Best Potential for Risk-Adjusted Returns

The 5th Annual Emerging Markets Forum will focus on how North American pension funds, endowments, and foundations are moving their emerging markets strategies significantly forward in many ways. Many institutions are moving from an assessment stance (eg, are there real opportunities in the emerging markets) to more of a discernment (where are the particular opportunities to be found in particular assets) or an execution one.

To inquire about attending the Emerging Markets Forum — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact: Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.com.


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2nd Annual Defined Contribution Forum UK

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Defined Contribution Forum UKJune 16-17,  2015
Hilton London Syon Park
London

Institutional Investor Forums’ Defined Contribution Forum UK offers Investment managers the opportunity to meet around 50 decision makers from the larger DC plans in the United Kingdom, as well as a select number of their peers from United Kingdom and Europe to explore the full range of issues which, together, contribute to an effective DC pension plan. Over the course of the day and a half, the Forum’s agenda will include a series of case studies by DC pension managers focusing on effective, proven strategies.

For more information, please contact Antje Meyer, Associate Director at ameyer@iilondon.com or +44 (0) 207 303 1740.


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3rd Annual European Single Family Office Symposium

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European Single Family Office SymposiumJune 23-24, 2015
Beau-Rivage Palace
Lausanne, Switzerland

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 ewhittingham@iilondon.com or +44 (0) 207 303 1713.


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10th Annual Sub-Advisory Roundtable

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Sub-Advisory RoundtableJuly 21-22, 2015
Apella
New York

Visit the Sub-Advisory Roundtable website for more information.

Institutional Investor Forums’ Sub-Advisory Roundtable will bring together leading participants in this high-potential, rapidly growing segment of the asset management industry 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.

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.


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