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5th Annual East Coast RIA Investment Forum

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4th Annual East Coast RIA Investment ForumJune 8-9, 2015
The Charles Hotel

Visit the East Coast RIA Investment Forum minisite for more information.

Please join us June 8-9, 2015 at The Hotel Charles 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 Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email

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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

Visit the Defined Contribution Forum UK website for more information.

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 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

Wisit 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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10th Annual Sub-Advisory Roundtable

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Sub-Advisory RoundtableJuly 21-22, 2015
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

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 15-16, 2015
The Ritz-Carlton
Half Moon Bay, CA

Visit the Defined Contribution Symposium minisite for updated information.

Focusing on Plan Design

This year’s Defined Contribution Symposium is the ninth annual one, through our new, unique membership format we aim to take the next step forward in helping plan sponsors obtain the information they need to do their jobs on behalf of their participants. We support plan sponsors’ needs through inspiring and informative meetings and by creating a peer- focused community to help attendees continue the conversation beyond the days of the event. The new IIIDC membership model is designed to put plan sponsors’ needs first and foremost, with an agenda unconstrained by anything other than the mandate to provide a forum for the dissemination of the forward-most thought leadership and discussion of critical ideas. The membership’s ongoing mission is to help plan sponsors do their jobs, and to better meet the needs of their participants.

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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14th Annual European Investment Roundtable

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European Investment RoundtableSeptember 16-18, 2014
Copenhagen Towers

Visit the European Investment Roundtable minsite for more information.

As Negative Yields Turn the Hunt for Yield to a Flight from Loss – How Can Investors Position Portfolios to Meet Liabilities?

Intensive peer group discussion and learning for European Institutional Investors.

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 Antje Meyer at +44 (0) 207 303 1740 or

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11th Annual Family Office Wealth Conference

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Family Office Wealth ConferenceSeptember 27-29, 2015
Montage Resort & Spa
Laguna Beach, CA

You may also visit us at for further updates.

Keeping it in the Family: Preserving and Growing Wealth for Generations

The 12th Annual Institutional Investor Family Office Wealth Conference will offer a forum in which a variety of perspectives, ideas and viewpoints will be provided on these and other topics essential to affluent families’ overall success. Through a series of expert presentations and panel discussions, families-only working groups and idea labs, seasoned family office executives and family members will examine the issues likely to have the biggest impact on their wealth, their lifestyle, their wealth, and the legacy they are able to leave for future generations.

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

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at telephone (212) 224-3429 or via email at


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4th Annual Institutional Investor Fund Workshop

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Institutional Investor Fund WorkshopOctober 8-9, 2015
Pennyhill Park Hotel
Surrey, UK

Visit the Institutional Investor Fund Workshop for more information.

Practical Approaches and New Insights in the Manager Selection Process

The Institutional Investor Fund Workshop is not your typical conference. It is a series of small working groups focused on discussing the best investment strategies for institutional asset owners, along with best practise in manager selection. The Workshop brings together over 25 senior investment officials from Europe’s top pension funds and insurers to discuss practical approaches to manager selection.

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 Antje Meyer at +44 (0) 207 303 1740 or

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