Our Institutional Series is comprised of peer learning-focused educational events exclusively for the institutional investor community. Each forum is developed through extensive interaction with the local institutional allocators. This includes executive directors, chief investment officers, senior investment and finance staff, board members and trustees representing institutional public and corporate pension plans, endowments, foundations, insurance portfolios, sovereign wealth plans, healthcare plans, and investment consultants.
We provide a platform for peer-to-peer knowledge exchange for investors in a closed door and non-salesy environment. Our content is constantly updated and curated to cover the latest trends in investments, plan management and fiduciary responsibilities.
12th Annual Central States Institutional Forum
Nashville | April 30, 2025
12th Annual Mid-Atlantic Institutional Forum
Washington, D.C. | May 7, 2025
7th Annual Benelux Institutional Forum
Amsterdam | May 12 -13, 2025
9th Annual Pacific Northwest Institutional Forum
Seattle | May 22, 2025
6th Annual Michigan Institutional Forum
Detroit | June 3, 2025
4th Annual Southern California Institutional Forum
Los Angeles | June 12, 2025
Institutional Summer Retreat
Park City | July 14-16, 2025
11th Annual Great Plains Institutional Forum
Minneapolis | September 4, 2025
12th Annual Southeast Institutional Forum
Atlanta | September 9th, 2025
12th Annual New England Institutional Forum
Boston | September 17 & 18, 2025
9th Annual Switzerland Institutional Forum
Zürich | September 30th - October 1st, 2025
5th Annual Italy Investors Forum
Rome | October 15th, 2025
12th Annual Texas Institutional Forum
Austin | October 15 & 16, 2025
4th Annual Canada West Institutional Forum
Vancouver | October 22, 2025
10th Annual Southwest Institutional Forum
Santa Fe | October 29-30, 2025
8th Annual Nordics Sweden Institutional Forum
Stockholm | November 3 - 4th, 2025
11th Annual Pennsylvania Institutional Forum
Philadelphia | November 13, 2025
Institutional Fall Retreat
Amelia Island | November 17-19, 2025
8th Annual Germany Institutional Forum
Frankfurt | November 25, 2025
12th Annual Northern California Institutional Forum
Berkeley | December 8 & 9, 2025
12th Annual Mountain States Institutional Forum
Denver | March 5-6, 2025
12th Annual Tri-State Institutional Forum
New York | March 12, 2025
9th Annual Canada East Institutional Forum
Toronto | March 17-18, 2025
11th Annual Ohio Institutional Forum
Columbus | April 3, 2025
8th Annual Nordics Denmark Institutional Forum
Copenhagen | April 8 - 9, 2025
11th Annual Midwest Institutional Forum
Chicago | April 9 & 10, 2025
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