INSTITUTIONAL FORUMS

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.

Institutional Retreat

Park City | July 15-17, 2024

10th Annual Great Plains Institutional Forum

Minneapolis | September 17, 2024

11th Annual New England Institutional Forum

Boston | September 25-26, 2024

11th Annual Texas Institutional Forum

Austin | October 8-9, 2024

4th Annual Italy Investors Forum

Rome | October 9, 2024

3rd Annual Canada West Institutional Forum

Vancouver | October 23, 2024

9th Annual Southwest Institutional Forum

Santa Fe | October 29-30, 2024

10th Annual Pennsylvania Institutional Forum

Philadelphia | November 6, 2024

8th Annual Switzerland Institutional Forum

Zürich | November 7, 2024

11th Annual Southeast Institutional Forum

Atlanta | November 12-13, 2024

7th Annual Nordics Sweden Institutional Forum

Stockholm | November 20-21, 2024

11th Annual Central States Institutional Forum

Nashville | November 21, 2024

7th Annual Germany Institutional Forum

Frankfurt | December 5, 2024

11th Annual Northern California Institutional Forum

Berkeley | December 9-10, 2024



Past Events

10th Annual Ohio Institutional Forum

Columbus | February 29, 2024

11th Annual Tri-State Institutional Forum

New York | March 12, 2024

11th Annual Mountain States Institutional Forum

Denver | March 20-21, 2024

7th Annual Nordics Denmark Institutional Forum

COPENHAGEN | April 16-17, 2024

8th Annual Canada East Institutional Forum

Toronto | April 16-17, 2024

11th Annual Mid-Atlantic Institutional Forum

Washington, D.C. | May 1, 2024

8th Annual Pacific Northwest Institutional Forum

Seattle | May 7, 2024

10th Annual Midwest Institutional Forum

Chicago | May 14-15, 2024

3rd Annual Southern California Institutional Forum

Los Angeles | June 4, 2024

6th Annual Benelux Institutional Forum

Amsterdam | June 10 -11, 2024

5th Annual Michigan Institutional Forum

Detroit | June 11, 2024

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

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