The New Dimensions of Retirement Plans

November 10, 2009
The Metropolitan Club, New York

Visit The New Dimensions website for more information.

At this one-day roundtable, corporate and public plan sponsors with come together with asset managers and benefits consultants to analyze emerging retirement plan structures and determine how each of the players can best respond to the new retirement plan environment. Workshops and informal discussion groups will ensure an interactive, productive exchange of ideas.

Apply for an invitation.

The Retirement Income Symposium

November 11, 2009
Metropolitan Club, New York

This conference continues the discussion from the New Dimensions of Retirement Plans, but focus solely on the issues of disaccumulation of defined contribution plans. Over the course of the one day deep dive, we will devote maximum time to discuss how plan sponsors are dealing with the issue of retirement income, assessing the options, and devising plans of action. Please see the preliminary program here.

To sign up, or for more information, please contact Tomas Djurström at (212) 224-3727 or tdjurstrom@iiconferences.com.

The Evolving Fiduciary Obligations of Pension Plans

February 2, 2010 – One Day Event
The Westin Grand, Washington, DC

Visit The Evolving Fiduciary Obligations of Pension Plans minisite for more information.

The Evolving Fiduciary Obligations of Pension Plans, will offer a review of the key issues that the legal advisors of pension plans must understand in order to serve their public pension plan employers and clients. It will offer balanced perspectives on how fiduciaries can best meet their objectives and circumvent problems, as well as provide information and guidance on the legal options available to resolve issues as they arise. Over the course of this day-long event, attendees will hear from a combination of peers and outside experts who will share their knowledge, experience, and ideas about the most critical issues facing funds, their legal counsel, and their Boards.

This private meeting is developed exclusively for senior executives and compliance, corporate governance, and legal professionals at public pension plans.

Only qualified representatives can be registered to attend this meeting, but there is no fee for those who attend.

If you are interested in being considered for an invitation please contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiconferences.com.

European Pensions Symposium

February 3-5, 2010
The St. Regis Grand Hotel, Rome

Visit the European Pensions Symposium minsite for more information.

Institutional Investor’s European Pensions Symposium is one of the world’s leading forums for heads of pension funds. Now in its 18th year, the two-and-a-half day event is attended by over 70 chief investment and executive officers from some of Europe’s largest and most innovative pension funds.

The Symposium focuses primarily on investment issues facing pension funds and the entire programme is driven by an expert advisory board representing corporate and public pension funds with varied structures, liabilities and investment strategies. The central themes for this year’s event will be establishing a balance between capturing the upturn in the markets and the boundaries of a sensible risk management programme. The 2010 programme will be interactive with more time allocated to break-out discussion groups, debate and electronic audience voting.

And, in keeping with tradition, the networking programme for delegates will be second to none.

Investment executives from pension and insurance funds in Europe who are interested in attending the Symposium as our complimentary guests (there is no registration fee for delegates) should contact Meriem Achoura at telephone +44 (0)207 303 1741 or via email at machoura@iilondon.com .

Money managers and other service providers interested in sponsoring this meeting, and thereby speaking in front of this distinguished group of investors, should contact Stefanie Sables at +44 (0)207 303 1712 or via email at ssables@iilondon.com.

Hedge Funds interested in sponsoring the Forum should contact: Lynn Quealy at +44 (0) 207 303 1744 or via email at lquealy@iilondon.com.

Global Real Assets Investment Forum

March 2-3, 2009
The Union League Club, New York

Visit the Global Real Assets Investment Forum minisite for more information.

This conference provides pension plans, endowments and foundations with a review of commodities, infrastructure, real estate and other real asset classes and strategies to provide diversification and an inflation hedge.

Apply for an invitation

The Abu Dhabi Investment Forum

March 2, 2010 – One Day Event
The Pierre, New York

The Abu Dhabi Investment Forum in New York will be held in partnership with the Abu Dhabi Department of Economic Development. It will bring together high-profile US investors with Abu Dhabi’s industry leaders, financial intermediaries and top-level policy makers.

H.E. Nasser Ahmed Alsowaidi, Chairman, Department of Economic Development has confirmed to open the Forum and lead the Abu Dhabi delegation.

The Forum will showcase the impressive range of investment opportunities available in Abu Dhabi. It is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd at +44 (0)20 7303 1734 or via email at cfloyd@iilondon.com.

Corporate Funds Roundtable

March 8-10, 2010

This is our annual Roundtable exclusively for corporate pension plan sponsors and Forum/Institute members. It provides members an excellent opportunity to develop and enhance relationships, and educate themselves on current concerns of corporate plan sponsors..

To sign up, or for more information, please contact Tomas Djurstrom at (212) 224-3727 or tdjurstrom@iiconferences.com.

Rights & Responsibilities of Institutional Investors

March 11, 2010 – One day event
Renaissance Hotel, Amsterdam

Visit the Rights & Responsibilities of Institutional Investors minisite for more information.

For the fifth year, Institutional Investor and our co-host, Barroway Topaz Kessler Meltzer & Check, LLP, are developing a private meeting for senior executives and compliance, corporate governance and legal professionals at pension funds, mutual fund managers, insurance firms, as well as leading asset management firms from around the world.

Senior executives and legal and compliance leaders from European, US and other public pension plans, insurance funds and mutual fund companies interested in being considered for an invitation should contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiconferences.com.

Middle East Investment Management Summit

March 22, 2010 – One-day event
Emirates Palace, Abu Dhabi

Participating in the Middle East Investment Management Summit will be a select group of international investment managers and key investors from across the region. The event will build on the success of this year’s UAE Investment Management Summit, which was attended by many of the country’s largest investors.

Through interactive panel sessions and sponsor hosted presentations, the Summit will provide investors with the tools they need in order to make successful investments. It will be closed to the media, limited in numbers and focused around relationship building. For further information please contact Charlie Floyd on tel: +44 (0)207 303 1734 or via email at cfloyd@iilondon.com.

The 3rd Annual UAE Global Investment Forum

March 23-24, 2010
Emirates Palace, Abu Dhabi

The Forum highlights the range of investment opportunities available in the UAE and provides a setting for leaders of UAE businesses to meet and discuss how best to use the capital markets for their investment and financing needs.

The Forum is the largest and most high-profile investment conference to be held annually in Abu Dhabi. Over 500 delegates from more than 30 countries participated in this year’s event.

H.E. Nasser Ahmed Alsowaidi, Chairman, Department of Economic Development has confirmed to open the Forum. Institutional Investor will be working closely with the Department of Economic Development to confirm high-profile policy makers and UAE dignitaries as delegates and speakers.

The Forum is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd on tel: +44 (0)207 303 1734 or via email at cfloyd@iilondon.com.

20th Annual Defined Contribution Forum

April 19-21, 2010
The Biltmore Hotel, Coral Gables, FL

Visit the Defined Contribution Forum minisite for more information.

Institutional Investor’s 20th Annual Defined Contribution Forum will continue its tradition of addressing the range of vital issues, interests and concerns of senior benefits and treasury executives from major plans, linked to the most current events and most common forecasts. As leading plan sponsors struggle to find the right answers for their participants in a more complex and risky environment, this distinctive forum will provide a wide range of views from their peers, outside experts and those they rely on for a variety of services and solutions.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Forum as our guest should contact Tomas Djurström at (212) 224-3727 or via email at tdjurstrom@iiconferences.com.

Providers of 401(k) services interested in sponsoring the Forum should contact Adele Langie at (212) 224-3611 or via email at alangie@iimemberships.com.

The Qatar Global Investment Forum

May 4, 2010 – One-day event
Doha, Qatar

The 2nd Annual Qatar Global Investment Forum will be opened by H.E. Yousef Hussain Kamal, Minister of Economy and Finance, State of Qatar. Speakers will bring to light the outlook for Qatar’s financial sector, real estate developments, infrastructure and industry.

This year’s Forum was the largest and most prestigious capital markets and investment conference to be held in Doha in 2009. Over 300 delegates participated. The 2010 Forum will build on the success of this year’s event. The Forum is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd on tel: +44 (0)207 303 1734 or via email at cfloyd@iilondon.com.

The Abu Dhabi Investment Forum

May 18, 2010
Shanghai, China

The Abu Dhabi Investment Forum in Shanghai will be held in partnership with the Abu Dhabi Department of Economic Development. It will bring together Chinese and Asian investors, business leaders and financiers with Abu Dhabi’s heads of industry, investment banks and top-level policy makers.

H.E. Nasser Ahmed Alsowaidi, Chairman, Department of Economic Development has confirmed to open the Forum and lead the Abu Dhabi delegation.

The Forum will showcase the impressive range of investment opportunities available in Abu Dhabi. It is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd on tel: +44 (0)20 7303 1734 or via email at cfloyd@iilondon.com.

Corporate Financial Executive Summit

June 9-10, 2010
Metropolitan Club, New York

Institutional Investor is pleased to announce that we will be hosting the second inaugural Corporate Financial Executive Summit on June 9-10, 2010 in New York City. Building upon three decades of relationships with senior financial executives from the leading US firms, the Summit will equip CFOs and their peers with the information they need to help their companies succeed in today’s challenging environment.

Only qualified representatives can be registered to be present at this meeting, but there is no fee for those who qualify. Attendance is limited to 50-60 senior financial executives from America’s leading companies, representing a diverse group of industries. As a guest of Institutional Investor, you would be responsible only for your travel and hotel accommodations. For further information, please contact Lew Knox at (212) 224-3826 or lknox@iimemberships.com.

Corporate Financial Executive Roundtable

September 12-13, 2010
Four Seasons Hotel, Washington, DC

The 11th Annual Family Office Wealth Conference

September 26-28, 2010
Montage Resort & Spa, Laguna Beach, CA

Risk Management

September 29-30, 2010
The Metropolitan Club, New York