INSTITUTIONAL FORUMS

Our Institutional Forums provide local peer to peer educational meetings exclusively for the institutional investor community.

Each forum is developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners including public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans and investment consultants.

In a closed door and non-salesy environment we provide a platform for peer to peer knowledge exchange for local institutional investor communities. Our coverage is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.



Current Events

6th Annual Central States Institutional Forum

St. Louis, MO | February 26, 2019

3rd Annual Switzerland Institutional Forum

Zürich, Switzerland | February 28, 2019

6th Annual Ohio Institutional Forum

Columbus, OH | March 13, 2019

3rd Annual France Institutional Forum

Paris, France | March 13, 2019

7th Annual Tri-State Institutional Forum

New York, NY | March 27, 2019

7th Annual Mountain States Institutional Forum

Denver, CO | April 10, 2019

3rd Annual Nordics Institutional – Spring Forum

Copenhagen, Denmark | April 10, 2019

4th Annual Pacific Northwest Institutional Forum

Seattle, Washington | April 30, 2019

4th Annual Canada Institutional Forum

Toronto, Canada | May 9, 2019

Europe Institutional Forum

London, England | May 14, 2019

7th Annual Mid-Atlantic Institutional Forum

Washington, D.C. | May 14, 2019

6th Annual Midwest Institutional Forum

Chicago, IL | June 4, 2019

Japan Institutional Forum

Tokyo | July 3, 2019

3rd Benelux Institutional Forum

Amsterdam | 5 September 2019

5th Annual Southwest Institutional Forum

Santa Fe | September 10, 2019

Australia Institutional Forum

Sydney | September 10, 2019

6th Annual Great Plains Institutional Forum

Minneapolis | September 19, 2019

Michigan Institutional Forum

Detroit | October 2, 2019

3rd UK Institutional Forum

London | 10 October 2019

7th Annual New England Institutional Forum

Boston | October 17, 2019

7th Annual Southeast Institutional Forum

Atlanta | October 23, 2019

6th Annual Pennsylvania Institutional Forum

Philadelphia | November 6, 2019

3rd Nordics Institutional – Autumn Forum

Stockholm | 12 November 2019

7th Annual Texas Institutional Forum

Austin | November 19, 2019

Korea Institutional Forum

Seoul | November 19, 2019

7th Annual California Institutional Forum

Sonoma | December 4, 2019

3rd Germany Institutional Forum

Frankfurt | 12 December 2019



Past Events

5th Annual Ohio Institutional Forum

Columbus, OH | February 7, 2018

Switzerland Institutional Forum

Zürich, Switzerland | February 28, 2018

France Institutional Forum

Paris, France | March 14, 2018

5th Annual Central States Institutional Forum

St. Louis, MO | March 20, 2018

6th Annual Tri-State Institutional Forum

New York, NY | April 5, 2018

6th Annual Mountain States Institutional Forum

Denver, CO | April 11, 2018

Nordics Institutional Forum

Copenhagen, Denmark | April 18, 2018

3rd Annual Pacific Northwest Institutional Forum

Seattle, Washington | April 24, 2018

3rd Annual Canada Institutional Forum

Toronto, Canada | May 3, 2018

6th Mid-Atlantic Institutional Forum

Washington, D.C. | May 15, 2018

Europe Institutional Forum

London, England | May 17, 2018

5th Annual Midwest Institutional Forum

Chicago, IL | June 12, 2018

4th Latin America & the Caribbean Institutional Forum

Mexico City, Mexico | June 19, 2018

Benelux Institutional Forum

Amsterdam, Netherlands | 10 September 2018

5th Annual Great Plains Institutional Forum

Minneapolis, MN | September 12, 2018

4th Annual Southwest Institutional Forum

Santa Fe, NM | September 20, 2018

6th Annual New England Institutional Forum

Boston, MA | October 10, 2018

UK & Ireland Institutional Forum

London, England | October 11, 2018

6th Annual Southeast Institutional Forum

Atlanta, GA | October 23, 2018

5th Annual Pennsylvania Institutional Forum

Philadelphia, PA | October 30, 2018

6th Annual Texas Institutional Forum

Austin, TX | November 13, 2018

6th Annual California Institutional Forum

Sonoma, CA | December 5, 2018

Germany Institutional Forum

Frankfurt, Germany | December 6, 2018



Andres Ortiz

Head of Production

+1 347-778-2568

Andres.Ortiz@marketsgroup.org

Kim Griffiths

Head of Institutional Sales & Co-Head Institutional Production

+1 646-416-6214

Kim.Griffiths@marketsgroup.org

Brett Friedberg

Head of Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

Jason Peet

Co-Head of Institutional Production & Investor Relations

+1 646-762-4993

Jason.Peet@marketsgroup.org

Paola Segura

Head of Asia Pacific

+65 3165 0800

Paola.Segura@marketsgroup.org

Carolina Gomez-lacazette

Program Manager / Investor Relations

+1 646-688-5056

Carolina.Gomez-Lacazette@marketsgroup.org

Gerlim De La Cruz

Program Manager / Investor Relations

+1 646-216-9489

Gerlim.Delacruz@marketsgroup.org

Georgia Quinones

Program Manager / Investor Relations

+1 347-708-1528​

Georgia.Quinones@marketsgroup.org

Jane Popova

Program Manager / Investor Relations

+44 20 8068 0281

Jane.Popova@marketsgroup.org

Amanda Jiang

Program Manager / Investor Relations

+65 3165 0801

Amanda.Jiang@marketsgroup.org

Peter Kempf

Program Manager / Investor Relations

+1 212-706-9634

Peter.Kempf@marketsgroup.org

Cory Stavis

Client Relations Manager

+1 917-551-5542

Cory.Stavis@marketsgroup.org

Kari Walkley

Program Manager / Investor Relations

+1 917-551-5541

Kari.Walkley@marketsgroup.org

Stephen Deiner

Program Manager / Investor Relations

+1 212-696-0878

Stephen.Deiner@marketsgroup.org

Kevin O'Connor

Program Manager / Investor Relations

+1 646-201-5229

Kevin.OConnor@marketsgroup.org

Jenny Chen

Program Manager / Investor Relations

+1.347.778.0919

Jenny.Chen@marketsgroup.org