INSTITUTIONAL FORUMS

Our Institutional series provides local peer-to-peer educational gatherings 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.



Current Events

8th Annual Mountain States Institutional Forum

Denver | October 1-2, 2020

Michigan Institutional Forum

Lansing | October 8, 2020

8th Annual New England Institutional Forum

Boston | October 14, 2020

8th Annual Southeast Institutional Forum

Atlanta | October 22, 2020

5th Annual Canada Institutional Forum

Toronto | October 28, 2020

7th Annual Midwest Institutional Forum

Chicago | November 3, 2020

7th Annual Pennsylvania Institutional Forum

Philadelphia | November 5, 2020

5th Annual Pacific Northwest Institutional Forum

Seattle | November 10, 2020

4th Annual Nordics Institutional Forum

COPENHAGEN | NOVEMBER 11, 2020

8th Annual Texas Institutional Forum

Austin | November 19, 2020

7th Annual Ohio Institutional Forum

Columbus | December 3, 2020

8th Annual California Institutional Forum

Napa | December 8, 2020

4th Annual Germany Institutional Forum

Frankfurt | 10 December 2020

8th Annual Tri-State Institutional Forum

New York | March 2021

4th Annual France Institutional Forum

Paris | May 2021

8th Annual Mid-Atlantic Institutional Forum

Washington, D.C. | May 2021

Australia Institutional Forum

Sydney | August 2021

6th Annual Southwest Institutional Forum

Santa Fe | September 2021

7th Annual Great Plains Institutional Forum

Minneapolis | September 2021



Past Events

Germany Institutional Forum

Frankfurt, Germany | December 6, 2018

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 Mountain States Institutional Forum

Denver, CO | April 9-10, 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

5th Annual Midwest Institutional Forum

Chicago, IL | June 4, 2019

Japan Institutional Forum

Tokyo | July 4, 2019

Australia Institutional Forum

Sydney | August 12, 2019

5th Annual Southwest Institutional Forum

Santa Fe | September 12, 2019

6th Annual Great Plains Institutional Forum

Minneapolis | September 19, 2019

3rd Annual Benelux Institutional Forum

Amsterdam | 26 September 2019

7th Annual Tri-State Institutional Forum

New York, NY | March 27, 2019

3rd Annual UK Institutional Forum

London | 10 October 2019

Michigan Institutional Forum

East Lansing | October 10, 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

Nordics Institutional Autumn Forum

Stockholm | 12 November 2019

7th Annual Texas Institutional Forum

Austin | November 14, 2019

7th Annual California Institutional Forum

Santa Rosa | December 4, 2019

3rd Annual Germany Institutional Forum

Frankfurt | 12 December 2019

7th Annual Central States Institutional Forum

St. Louis | February 25, 2020

4th Annual Switzerland Institutional Forum

Zürich | 4 March 2020



Andres Ortiz

Head of Production

+1 347-778-2568

[email protected]

Kim Griffiths

Head of North America Institutional Sales

+1 646-416-6214

[email protected]

Brett Friedberg

Head of Sales

+1 212-804-6220

[email protected]

Jason Peet

Co-Head of Institutional Production & Investor Relations

+1 646-762-4993

[email protected]

Georgia Quinones

Program Manager / Investor Relations

+1 347-708-1528​

[email protected]

Max Tattersall

Relationship Manager

+44 20 8068 2659

[email protected]

Chris Glynn

Program Manager / Investor Relations

+1 917-551-5728

[email protected]