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

7th Annual Ohio Institutional Forum

Columbus | March 11, 2020

8th Annual Tri-State Institutional Forum

New York | March 16, 2021

8th Annual Mountain States Institutional Forum

Denver | March 24, 2021

5th Annual Canada Institutional Forum

Toronto | April 15, 2021

4th Annual Nordics Institutional Forum

COPENHAGEN | April 20, 2021

5th Annual Pacific Northwest Institutional Forum

Seattle | April 27, 2021

8th Annual Mid-Atlantic Institutional Forum

Washington, D.C. | May 5, 2021

4th Annual France Institutional Forum

Paris | May 11, 2021

7th Annual Midwest Institutional Forum

Chicago | May 19, 2021

Australia Institutional Forum

Sydney | August 2021

5th Annual Switzerland Institutional Forum

Zürich | September 14, 2021

7th Annual Great Plains Institutional Forum

Minneapolis | September 15, 2021

6th Annual Southwest Institutional Forum

Santa Fe | September 22, 2021

Michigan Institutional Forum

Lansing | October 6, 2021

8th Annual New England Institutional Forum

Boston | October 13, 2021

8th Annual Southeast Institutional Forum

Atlanta | October 20, 2021

7th Annual Central States Institutional Forum

St. Louis | November 2021

7th Annual Pennsylvania Institutional Forum

Philadelphia | November 4, 2021

8th Annual Texas Institutional Forum

Austin | November 18, 2020

8th Annual California Institutional Forum

Napa | December 7, 2020

4th Annual Germany Institutional Forum

Frankfurt | December 9, 2021



Past Events

4th Annual Switzerland Institutional Forum

Zürich | March 4, 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]

Paola Segura

Head of Asia Pacific

+65 3165 0800

[email protected]

Max Tattersall

Relationship Manager

+44 20 8068 2659

[email protected]

Chris Glynn

Program Manager / Investor Relations

+1 917-551-5728

[email protected]