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UNIQUE EVENTS FOR LEADERS IN THE ASSET MANAGEMENT INDUSTRY

More than 600 asset management firms hold annual memberships in Institutional
Investor's Institutes and Forums





WELCOME TO INSTITUTIONAL INVESTOR MEMBERSHIPS

Institutional Investor Memberships are societies of unique groups of executives
at investment management firms in the US and Europe who come together at
Roundtable meetings and in small discussion groups to meet each other, to
discuss critical industry issues and, in some of the groups, to market their
services to major clients.

Learn more



> II does a great job of organising the whole thing and getting first rate
> external speakers, be they lawyers, regulators or political experts.

Legal & Compliance Director, M & G Group

View AllShow Investor AccessShow Peer-to-PeerShow AmericasShow AsiaShow
EuropeShow Middle East


U.S. INSTITUTE

The U.S. Institute, founded in 2000, is an exclusive membership for asset
management CEOs and their senior management team (Chief Investment Officer,
COO/CCO, CFO and CHRO).  Each C-Suite office has its own roundtable allowing for
candid sharing of ideas and discussion of industry best practices. 

Americas, Peer-to-Peer


EUROPEAN INSTITUTE

The European Institute, founded in 1988, is an exclusive private membership that
brings together senior representatives from the investment management divisions
of banks, insurance companies, and the leading independent firms in Europe. The
European Institute provides this prestigious group with a unique platform to
meet with peers, share ideas and stay ahead of the competition.

Europe, Peer-to-Peer


ASIA INSTITUTE

The Asia Institute is a private community of Asia’s institutional asset owners
supported by a group of leading global financial institutions. The institute
provides an independent platform for Asia’s pension funds, insurers, sovereign
wealth funds and other regional asset owners to exchange ideas and build
relationships with their peers and industry thought leaders. The Asia Institute
annually hosts a series of physical and virtual private events across Asia,
ranging from larger scale forums to intimate workshops, and also conducts
industry research. 

Asia, Investor Access


ALTERNATIVE INVESTOR INSTITUTE

The Alternative Investor Institute (AII) is a private membership organization
for alternative investment management executives responsible for overseeing
institutional business development. Members of the institute come together with
the institutional clients and prospects they serve in exclusive settings that
foster idea exchange while working to achieve common goals. Our aim is simple:
we want to help investors make better decisions by putting them in touch with
the best investment thinking in the business!

Americas, Investor Access


ASIA TRADERFORUM

Experience unparalleled access to your network of peers with Asia TraderForum,
the premier invitation-only membership network for buy-side traders at leading
asset management firms across Asia. Via exclusive meetings, field trips,
conference calls and surveys throughout the year, members enjoy exclusive,
private and off-the-record contact with other buy-side traders at Asia’s top
firms.

Asia, Peer-to-Peer


EUROPEAN ALTERNATIVE INVESTMENTS INSTITUTE

Exclusive access to leading European investors through the European Alternative
Investments Institute.

Europe, Investor Access


EUROPEAN INSTITUTIONAL INVESTOR INSTITUTE

Get exclusive access to leading European investors through the European
Institutional Investor Institute.

Europe, Investor Access


FIXED INCOME FORUM

A private membership designed exclusively for the heads of fixed income at
leading investment organizations, Fixed Income Forum provides the opportunity
for leaders to meet, freely exchange ideas, and build relationships.

Americas, Peer-to-Peer


FINANCIAL TECHNOLOGY FORUM

Established in 1996, Financial Technology Forum (FTF) is the premier network for
technology leaders from major investment management firms, serving as a “think
tank” for members to interact and develop their professional skills.

Americas, Peer-to-Peer


INSTITUTIONAL INVESTOR FORUMS

For more than 40 years, Institutional Investor Forums has delivered unique,
exclusive events—highly interactive forums for senior financial executives and
investors to hear from global thought leaders and selected solutions providers.
Each II Forums event brings together leading experts in the investment landscape
to assess how the investment objectives of institutions are changing and how
investment professionals should evolve with them.

Americas, Asia, Europe, Investor Access


GLOBAL FIXED INCOME INSTITUTE

A private membership designed exclusively for the heads of fixed income at
leading global investment organizations, Global Fixed Income Institute provides
the opportunity for leaders to meet, freely exchange ideas, and build
relationships in a private, confidential environment.

Europe, Peer-to-Peer


DC INSTITUTE

The Institutional Investor Institute for Defined Contribution is a private
membership organization for the nation’s DC plan sponsors as well as supporting
members from the industry’s leading asset management firms, providers, and
consultants. Come together with members and supporting members for meetings
which foster idea exchange and the achievement of common goals. The environment
at these events is collegial, collaborative and confidential in accordance with
Chatham House Rules.

Americas, Investor Access


INSTITUTIONAL INVESTOR INSTITUTE

Meet premier institutional allocators and investment consultants through the
Institutional Investor Institute (III), a private membership organization for
those who oversee institutional business development. The Institute provides a
collegial setting in which members can collaborate with a highly qualified group
of senior investment decision-makers to discuss the current environment and
investor landscape. In order to foster openness and candor, all Institute
gatherings are completely off-the-record with a “no marketing” policy strictly
enforced. 

Americas, Investor Access


LEGAL FORUM

Institutional Investor Legal Forum (IILF) is a unique organization exclusively
for invited heads of the legal function at leading asset management
organizations. IILF provides structured meetings and proprietary data and
focuses on legal and regulatory trends, as well as the business management
issues raised by running a multijurisdictional legal department.

The peer-to-peer information exchange provided by IILF membership is valuable in
this period of global re-regulation, as legal budgets struggle to recover from
the worldwide financial crisis. IILF’s exclusive peer network enables members to
lower risk, cut costs through reduced spend on consultants and law firms, and
drive productivity.

Americas, Peer-to-Peer


MIDDLE EAST INVESTOR INSTITUTE

The Middle East Investor Institute (MEII) facilitates thought leadership and
idea exchange among the region’s most influential end investors at government
and pension funds, endowments and single family offices. The Institute is
structured around a series of private meetings in the Gulf Cooperation Council
that allow for candid discussion on strategies and risk in international
markets.

MEII provides unrivalled opportunities to connect with likeminded peers in a
unique, non-competitive environment. Via working meetings designed by end
investors, for end investors, MEII members interact with sophisticated
allocators from the Middle East who invest globally.It is supported by a private
membership group of leading global asset managers.

Investor Access, Middle East


RIA INSTITUTE

The Institutional Investor RIA Institute is a private membership organization
for the nation’s largest and fastest-growing independent registered investment
advisors, as well as supporting members from premier asset management firms and
providers.The environment at each of the Institute’s three annual forums is
collegial and collaborative; the agenda for each meeting is devised by an
Advisory Board of RIA executives to ensure the content is created “by RIAs, for
RIAs.”        

Americas, Investor Access


SUB-ADVISORY INSTITUTE

Helping sub-advisory managers optimize returns and build successful
relationships in this lucrative market segment.

Americas, Investor Access


SOVEREIGN INVESTOR INSTITUTE

The Sovereign Investor Institute (SII) is a private membership dedicated to the
world’s most influential sovereign wealth funds, government pension / social
security funds and central bank reserve management funds. The institute provides
unparalleled opportunities to stay connected and exchange ideas on important
trends and developments in the community.

Americas, Asia, Europe, Investor Access, Middle East


TRADERFORUM

TraderForum is the premier, invitation-only membership network for buyside
traders at leading asset management firms in North America. Members enjoy
exclusive access to conferences, proprietary research, surveys and more.
TraderForum’s invaluable resources give members a competitive edge:
off-the-record contact with other buyside asset managers is part of its many
membership benefits.

Americas, Peer-to-Peer


CHIEF MARKETERS INITIATIVE

The Chief Marketers Initiative is one of the industry’s only communities focused
on the evolving trends in asset management marketing. It serves the asset
management industry as a collaborative discussion forum for the senior most
marketers at top asset management firms, including Chief Marketing Officers,
Heads of Institutional Marketing, and Global Heads of Marketing. 

Americas, Europe, Peer-to-Peer
,





CONTACT INFO

New York
1120 Avenue of the Americas, 6th Floor
New York, NY 10036
P: +1 212 224 3300

London
8 Bouverie Street
London EC4Y 8AX 
P: +44 207 779 8888

Hong Kong
12/F, V Point
18 Tang Lung Street
Causeway Bay, Hong Kong SAR
P: +852 2912 8001


UPCOMING EVENTS

 * 
   II Discussions: Time for Transformation: The Next Phase in Energy Transition
   January 25, 2023 | Webinar | 2:00 - 3:00pm EST
 * 
   CIO Roundtable 2023 January 31 - February 1, 2023 | Four Seasons Hotel And
   Residences | Fort Lauderdale
 * 
   FTF 2023 Winter Workshop January 31 - February 1, 2023 | Four Seasons Hotel |
   Fort Lauderdale, FL
 * 
   Automating Alpha 2023 January 31 - February 1, 2023 | Four Seasons Hotel |
   Fort Lauderdale, FL
 * 
   Institutional Investor Summit: Italy 2023 February 2, 2023 | Rome
 * 
   Alternatives in Wealth Management Forum February 2, 2023 | Fairmont | Austin,
   Texas


RECENT TWEETS



v2.21.00 build: 2023-01-23 12:03:42   Login

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