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.
Minneapolis | September 17, 2024
Boston | September 25-26, 2024
Austin | October 8-9, 2024
Rome | October 9, 2024
Vancouver | October 23, 2024
Santa Fe | October 29-30, 2024
Philadelphia | November 6, 2024
Zürich | November 7, 2024
Atlanta | November 12-13, 2024
Stockholm | November 20-21, 2024
Nashville | November 21, 2024
Frankfurt | December 5, 2024
Berkeley | December 9-10, 2024
Denver | March 5-6, 2025
New York | March 12, 2025
COPENHAGEN | April 8-9, 2025
Seattle | April 8, 2025
Chicago | April 9-10, 2025
Columbus | April 22, 2025
Amsterdam | May 1, 2025
Washington, D.C. | May 7, 2025
Toronto | May 7-8, 2025
Beverly Hills | June 11, 2025
Salt Lake City | July 21-23, 2025
Rome | September 1, 2025
Minneapolis | September 20, 2025
Austin | September 23-24, 2025
Zürich | October 1, 2025
Boston | October 7-8, 2025
Vancouver | October 23, 2025
Santa Fe | October 29-30, 2025
Stockholm | November 3-4, 2025
Philadelphia | November 6, 2025
Atlanta | November 12-13, 2025
Nashville | November 19, 2025
Frankfurt | December 1, 2025
Berkeley | December 9-10, 2025
Columbus | February 29, 2024
New York | March 12, 2024
Denver | March 20-21, 2024
COPENHAGEN | April 16-17, 2024
Toronto | April 16-17, 2024
Washington, D.C. | May 1, 2024
Seattle | May 7, 2024
Chicago | May 14-15, 2024
Los Angeles | June 4, 2024
Amsterdam | June 10 -11, 2024
Detroit | June 11, 2024
Park City | July 15-17, 2024