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Defined Contribution Forum

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Defined Contribution ForumApril 10-11, 2014
The Ritz-Carlton Coconut Grove
Miami

Visit the Defined Contribution Forum minisite for further updates.

Equipping Plan Sponsors to Ensure Better Outcomes for Their Participants

This year’s Defined Contribution Forum will examine the ways that plans are strengthening their offerings for participants and establishing long term opportunities in shared responsibility. Through panel sessions, debates, roundtable discussions, workshops and special guest speakers, we will explore a broad range of topics that DC plan sponsors must concern themselves with in order to successfully tackle the unique challenges facing tomorrow’s retirees. Throughout the Forum, we will hear from both providers and plan sponsors in order to obtain a wide range of views, opinions and actionable solutions to share and evaluate experiences, objectives and outcomes.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Katarina Storfer at (212) 224-3073 or via email at kstorfer@institutionalinvestor.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.


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6th Annual Middle East Institutional Investor Summit

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Middle East Institutional Investor SummitApril 29, 2014
Emirates Palace
Abu Dhabi

Visit the Middle East Institutional Investor Summit site for more information.

The 6th Annual Middle East Institutional Investor Summit will take place on April 29, 2014 at the Emirates Palace in Abu Dhabi. It brings together a select group of asset managers with the Middle East’s most important end investors to discuss investment strategies in international markets. Topics are chosen by the region’s investors. The exclusive, private, and off-the-record format adopted throughout the Summit allows investors to have insightful dialogue and build relationships. It is the only event of its kind to take place in the Emirate.

For further information please contact Charlie Floyd, Head of Middle East, Institutional Investor at +44 (0)20 7303 1734 or via email at cfloyd@iilondon.com.


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2nd Annual Private Equity in Africa

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Private Equity in AfricaMay 6, 2014
Apella
New York

Visit the Private Equity in Africa ministe for more information.

A Region Reaching Its Potential

Institutional Investor Forums’ 2nd Annual Private Equity in Africa meeting, co-hosted with the African Venture Capital Association, will examine how North American pension funds, endowments, and foundations can employ private equity investments to meet their investment objectives on a risk-adjusted basis as they reach for returns, income, and diversification.

To inquire about attending the Private Equity in Africa — 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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4th Annual Emerging Markets Forum

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Emerging Markets ForumMay 7-8, 2014
Apella
New York

Visit the Emerging Markets Forums minisite for more information.

Identifying and Accessing the Opportunities

The 4th Annual Emerging Markets Forum will continue this meeting’s traditional focus on how North American pension funds, endowments, and foundations are moving their emerging markets strategies from a focus on “how much” to allocate to these markets to a discussion of how best to execute those investments.

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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35th Annual Corporate Financial Executive Summit

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Corporate Financial Executive SummitMay 14, 2014
NYSE Euronext
New York

Visit the Corporate Financial Executive Summit minisite for more information.

How Can US Firms Continue to Grow Their Revenue and Profitability?

Please join us on May 14 in New York as approximately 50 chief financial officers and treasurers of the largest US companies convene to discuss the issues of greatest importance and relevance to their companies’ success in 2014/2015.

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.


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30th Annual Risk Management

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Risk ManagementMay 15, 2014
NYSE Euronext
New York

Visit the Risk Management minisite for updated information.

Providing the Solutions US Firms Need in a Risky, Globalized World

Institutional Investor Forums’ 30th Annual Risk Management meeting will continue to address the most pressing and timely issues facing risk managers and their companies. This year’s program will continue our tradition of providing risk managers with the expertise and the solutions they and their companies require to succeed in a risky, globalized world. More than 50 senior risk managers from the largest US firms will convene as we explore the business topics and risk management needs that will have the greatest impact on their jobs and their companies in the year ahead.

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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European Family Office Symposium

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European Family Office SymposiumMay 15-16, 2016
Villa d’Este, Lake Como
Italy

Visit the European Family Office Symposium minisite for more information.

What Will Your Single Family Office Look Like in 2024?

Focussing on investment and governance, the European Family Office Symposium will examine the issues most likely to determine the success of single family offices over the next decade.  Families from across Europe will discuss the best investment opportunities, optimal organisational structure and important next-gen issues such as wealth transfer and succession planning. Built upon a foundation of peer-to-peer discussion in a confidential setting, the Symposium will ensure that participants spend ample time with each other in small working groups. Single family offices will walk away from the two days in Italy with a clear idea of what needs to be put in place now to protect family wealth for the future.

Qualified family office CEOs / CIOs / Partners / Directors and family members who are interested in attending the European Family Office Symposium, which is by invitation only, should contact Emma Whittingham at +44 20 7303 1713 or ewhittingham@iilondon.com.

Service providers interested in speaking/sponsoring the Symposium should contact Xavier D’Astugues at +44 20 7303 1715 or xdastugues@iilondon.com.


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The Abu Dhabi Investment Forum

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Abu Dhabi Investment ForumMay 21,  2014
London Hilton on Park Lane
London

Visit The Abu Dhabi Investment Forum site for more information.

The Abu Dhabi Investment Forum (ADIF) will take place on May 21 2014 at the London Hilton on Park Lane. The series of ADIFs are widely recognized as the most high-profile Abu Dhabi events of their kind to take place outside the Emirate.

ADIF is held in partnership with the Abu Dhabi Department of Economic Development and will be opened by H.E. Ali Majed Al Mansoori, Chairman, Abu Dhabi Department of Economic Development. It brings together international investors with Abu Dhabi’s industry leaders, financial intermediaries and policy makers. ADIF is by invitation only and open to the media. Institutional Investor expects approximately 300 delegates to take part in the Forum.

For further information please contact Charlie Floyd, Head of Asia and Middle East, Institutional Investor Conferences on tel: +44 (0)20 7303 1734 or email: cfloyd@iilondon.com.


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Defined Contribution Roundtable

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Defined Contribution RoundtableJune 9-10, 2014
Apella
New York

Visit the Defined Contribution Roundtable minisite for more information.

Exercising a Dynamic Approach to DC Plan Design

The 2014 inaugural Defined Contribution Roundtable will examine the ways that plans are strengthening their participant offerings by way of this expanded field of opportunity. Through panel sessions, debates, roundtable discussions, workshops and special guest speakers, we will explore a broad range of topics that DC plan sponsors must concern themselves with in order to dynamically tackle the unique challenges facing today’s system and tomorrow’s retirees. Throughout the Roundtable, we will hear from both providers and plan sponsors in order to obtain a wide range of views, opinions and actionable solutions to share and evaluate experiences, objectives and outcomes.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Katarina Storfer at (212) 224-3073 or via email at kstorfer@institutionalinvestor.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.


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4th Annual East Coast RIA Investment Forum

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4th Annual East Coast RIA Investment ForumJune 12-13, 2014
The Charles Hotel
Boston

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

Setting Your Firm Apart with an Investment Edge

Please join us June 12-13, 2014 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 solson@iiconferences.com.


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Defined Contribution Forum UK

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Defined Contribution Forum UKJune 18-19,  2014
Hilton London Syon Park
London

Visit the Defined Contribution Forum UK minisite for more information.

Putting the Pieces Together: Building an Effective DC Plan to Ensure Your Members’ Retirement Security

Institutional Investor Forum’s Defined Contribution Forum UK will bring decision-makers from the larger Defined Contribution plans in the United Kingdom, as well as a select number of their peers from Europe and the United States to explore the full range of issues which together contribute to an effective DC pension plan.

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


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9th Annual Sub-Advisory Roundtable

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Sub-Advisory RoundtableJuly 22-23, 2014
Apella
New York

Visit the Sub-Advisory Roundtable website for more information.

Creating and Maintaining a Competitive Advantage Through Product Innovation and Manager Selection

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. Our day and a half program comprised of expert presentations, workshops, and panel discussions will discuss how firms and their sub-advisors can succeed in today’s challenging environment.

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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11th Annual Family Office Wealth Conference

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Family Office Wealth ConferenceSeptember 14-16, 2014
Montage Resort & Spa
Laguna Beach, CA

You may also visit us at www.iifamilyoffice.com for further updates.

Staying on Track: Ideas and Solutions to Help Preserve Your Family Legacy

The investment landscape is looking significantly improved for investors, especially for family offices which typically have the ability to be opportunistic and yet invest with a longer-term time horizon. At the same time, many of the non-investment related issues – such as preserving and transferring wealth, inter-generational communications, smart philanthropy policies, and governance – remain perplexing at best and confounding and crippling at worst. How many families and/or family offices can truly attest that they have solutions these matters?

This year’s Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they’ve employed to deal with them. Over the course of the program, attendees will assess the full range of critical matters confronting today’s affluent families.

Institutional Investor’s Family Office Wealth Conference offers a forum in which a variety of perspectives, ideas, viewpoints, and solutions will be provided on these and other topics essential for affluent families to assess as they chart the best course toward their family’s objectives.

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 mailto:ubhate@iiforums.com.

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

 


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3rd Annual Kuwait Institutional Investor Summit

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September 16, 2014
The Regency Hotel
Kuwait

Visit the Kuwait Institutional Investor Summit for more information.

The Summit will last one day and be held at the Regency Hotel in Kuwait on 16 September 2014. It is a private event that takes place annually. Now in its third year, it will bring senior decision makers from Kuwait’s investment community together with investment professionals, economists and academics from around the world. It will be closed to the media and limited to about 100 delegates. The private and off-the-record format will promote dialogue and debate between investors. The agenda is designed around the specific investment needs of Kuwait’s investors. Speakers will discuss global investment strategies, themes and risks in international markets. Part of the agenda will also focus on regional and local markets.

For further information please contact Charlie Floyd, Head of Middle East,  Institutional Investor at  +44 (0) 207 303 1734 or via email at cfloyd@iilondon.com.


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7th Annual Defined Contribution Symposium

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Defined Contribution SymposiumSeptember 16-17, 2014
The Ritz-Carlton
Half Moon Bay, CA

Visit the Defined Contribution Symposium minisite for updated information.

Pursuing Outcome-Driven Approaches to Plan Design

This year’s Defined Contribution Symposium endeavors to explore the factors defining the end goal of successful participant retirement outcomes — and to purposefully retrace our steps from there to build the best plan possible. Through panel sessions, debates, roundtable discussions, workshops and special guest speakers, we will explore a broad range of topics that DC plan sponsors must concern themselves with in order to successfully set participants on a path towards an attainable, positive result.

 Plan sponsors interested in receiving an invitation to attend the Symposium as our guest should contact Katarina Storfer at (212) 224-3073 or kstorfer@institutionalinvestor.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.


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