U.S. Sub-Advisory Roundtable

July 15-16, 2009
The Harvard Club, New York

The Great Deleveraging: Making Sense of it All in Reevaluating and Selecting Strategies and Managers

Vvisit the U.S. Sub-Advisory Roundtable website to learn more.

The U.S. Sub-Advisory Roundtable will bring together leading sub-advisory participants to examine what lessons the market fallout can offer, and to appraise the ways in which sub-advisors can best serve the needs and demands of the sub-advisory marketplace going forward.

To what extent must those selecting sub-advisory managers rethink and reassess their approach to selecting strategies and managers as a result of the economic crisis? How valid will the traditional tools used to measure risk continue to be when the market upheaval has resulted in extreme correlations across styles, strategies, asset classes, managers, regions and sectors? How should newer strategies with limited track records such as 130/30 approaches be judged? What criteria should be used to evaluate those managers with similar performance who were part of a sub-advisory program? These are a few of the key questions that will be probed at Institutional Investor’s 4th Annual U.S. Sub-Advisory Roundtable as it seeks to examine and define the role of sub-advisors in the context of events that have had a profound and unprecedented impact on the financial markets.

Insurance Companies and Banks (e.g., heads of asset management, chief executives, chief investment officers, chief operating officers, portfolio managers, or heads of manager-selection) who have outsourced or who are looking to outsource assets to third parties and who would like to be considered for an invitation to the Roundtable should contact Ann Cornish at (212) 224-3877 or acornish@iiconferences.com.

For more information about participating at the Roundtable as a sponsor and the attendant speaking opportunities, please contact Kristin Zammit at (212) 224-3063 or kzammit@iiconferences.com.

Corporate Financial Executive Roundtable

September 13-15, 2009
Four Seasons Hotel, Washington, DC

Visit the www.iiCFO.com website for more information.

You are invited to be our guest at this year’s Roundtable. This is a private meeting and by invitation only. Registration requires no fee; therefore, attendance is limited to 50-60 senior financial executives representing a diverse group of industries from America’s leading companies. For 30 years this has been a must attend event for Chief Financial Officers and Treasurers from the Fortune 1000 seeking new insights into important strategic issues. Participants and speakers are able to develop new contacts, exchange views and compare experiences in informal, focused discussions and debates, as well as during social activities. Our purpose is to equip participants with information that can be utilized for both immediate decision-making and forward planning of strategies, administrative policies and operating procedures. We encourage you to join your peers this September for what will be an exciting and educational event.

As with all Institutional Investor events, this meeting is by invitation only. Senior financial executives who would like to be considered for an invitation should contact Ann Cornish at (212) 224-3877 or via email at acornish@iiconferences.com.

Service providers that would like to speak in front of this exclusive audience should contact Stephanie Hunt at (212) 224-3895 or via email at shunt@iiconferences.com.

European Investment Roundtable

September 16-18, 2009
Hotel Vier Jahreszeiten Kempinski, Munich

Visit the European Investment Roundtable website for more information.

Institutional Investing After the Shock

Investment priorities and strategies among institutional funds can vary markedly, reflecting such factors as levels of solvency, governance structures, historical attitudes towards different asset classes, past performance, access to expertise, and the regulatory regimes in which different funds operate, to name a few.

But whichever way you cut it, the last twelve months have been a shock for all investors. Equities have nosedived, while many other assets have behaved in abnormal and unexpected ways, generating significant losses in many cases and shaking confidence in pre-existing investment policies.

Service providers interested in sponsoring this by-invitation-only meeting should contact Stefanie Sables at +44 (0) 207 303 1712 or ssables@iilondon.com.

Investors wishing to register to attend the Roundtable should contact Magda Cyran at telephone +44 (0) 207 303 1796 or via email at mcyran@iilondon.com.

India Investment Forum

September 17-18, 2009
The Metropolitan Club, New York

Visit the India Investment Forum for more information.

India’s most prestigious global investment forum returns to New York in 2009 as a 1 ½-day private event for portfolio and direct investors seeking to leverage investment opportunities in one of the world’s fastest-growing markets. The India Investment Forum 2009 is co-sponsored by Bank of Baroda, a leading financial institution in India, and it continues our tradition of enabling institutional investors to engage with Indian corporations and senior government officials.

Investors and issuers who are interested in attending the Forum as our complimentary guests (there is no registration fee for delegates) should contact: Bonnie Tse at +852 2842 6956 (Hong Kong) or via email at bonnie.tse@iiconferencesasia.com.

Firms interested in participating at the India Investment Forum should contact Ana Sharp, President – Asia Pacific, Global Head – Country Conferences, Institutional Investor at +852 2842 6943 (Hong Kong) or via email at ana.sharp@iiconferencesasia.com.

The 10th Annual Family Office Wealth Conference

Recovering from the Economic Aftermath: The Next Phase for Affluent Families

September 21-23, 2009
Montage Resort & Spa, Laguna Beach, CA

You may also visit us at www.iifamilyoffice.com for further updates.

With the participation of numerous experts, experienced family office executives and family members, the 10th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will provide a forum to discuss and debate the issues most crucial for affluent families seeking to make well-informed decisions guided by their personal ideals, values, goals and family dynamics.

Qualified family office directors and family members who are interested in attending the Family Office Wealth Conference, which is by invitation only, should contact Usha Bhate at telephone (212) 224-3429 or via email at ubhate@iiconferences.com.

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at telephone (212) 224-3429 or via email at ubhate@iiconferences.com.

Vietnam Investment Forum

September 21-22, 2009
The Metropolitan Club, New York

Visit the Vietnam Investment Forum website for the latest information.

The Inaugural Institutional Investor’s Annual Vietnam Investment Forum, to be held alongside the annual United Nations General Assembly (UNGA) in New York on 21 September 2009, will provide fresh perspectives on Vietnam’s economic growth, financial markets and key industries in the year ahead.

With full support of the Ministry of Planning and Industry (MPI) and Vietnam Chamber of Commerce and Industry (VCCI) as Forum Partner, The Inaugural Institutional Investor’s Annual Vietnam Investment Forum will be attended by Vietnam the Prime Minister (pending official confirmation), as official leader of Vietnam delegation to the annual United Nations General Assembly. He will be joined by other senior ministerial leaders and business leaders.

Delegates interested in attending the Forum as our complimentary guests (there is no registration fee for delegates) should contact: Bonnie Tse at +852 2842 6956 (Hong Kong) or via email at bonnie.tse@iiconferencesasia.com.

Firms interested in participating at the Vietnam Investment Forum should contact: Ana Sharp, President – Asia Pacific, Global Head – Country Conferences, Institutional Investor at +852 2842 6943 (Hong Kong) or via email at ana.sharp@iiconferencesasia.com.

The Abu Dhabi Investment Forum

October 19, 2009
London Hilton on Park Lane, London

www.ADIFLondon.com

The 2nd Annual Abu Dhabi Investment Forum will be held in partnership with the Department of Economic Development — Abu Dhabi. It will bring together international investors with Abu Dhabi’s key 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 delegation of Abu Dhabi policy makers and business leaders.

The Forum will showcase the impressive range of investment opportunities now available in Abu Dhabi. It will highlight Abu Dhabi’s role as a centre for industry, finance, tourism, arts and culture. It will also discuss Abu Dhabi’s rising status as a global leader in property, infrastructure, healthcare, clean energy and sustainable development.

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 at +44 (0)20 7303 1734 or via email at cfloyd@iilondon.com.

Roundtable for Consultants and Institutional Investors

October 19-21, 2009
The Four Seasons, Chicago

The Roundtable for Consultants an Institutional Investors brings together representatives from the major consulting firms with institutional investors and members to discuss investment management and asset allocation issues of common concern. The two and one-half day meeting examines cutting-edge topics from the perspectives of each fiduciary group.

For more information, please read the program highlights.

Apply for an invitation.

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.

Emerging Markets Infrastructure Summit

Building Sustainable Economies

December, 2009
Mumbai, India

Visit the Emerging Markets Infrastructure Summit for more information.

Emerging economies offer unique opportunities despite continuing global economic crisis. They need to stay on track in meeting their infrastructure development goals to sustain their growth. In particular, Asia Pacific offers viable opportunities to global investors and companies seeking alternative destination of their investment dollars, products and services. Political stability, transparency, financial and economic reforms are visible in countries such as Vietnam, Malaysia, Philippines, Indonesia, China, and India. Pakistan, Nepal, and the Maldives offer new frontiers. Central Asia’s Mongolia, Turkmenistan, and Kazakhstan see increased capital flow with China and the rest of region.

Following on the success of Institutional Investor’s individual country investment forums, Institutional Investor will hold the first Annual Emerging Markets Infrastructure Summit: Building Sustainable Economies in Mumbai, on December 2009.

Investors and issuers who are interested in attending the Summit as our complimentary guests (there is no registration fee for delegates) should contact: Bonnie Tse at +852 2842 6956 (Hong Kong) or via email at bonnie.tse@iiconferencesasia.com.

Firms interested in participating at the Emerging Markets Infrastructure Summit should contact Ana Sharp, President – Asia Pacific, Global Head – Country Conferences, Institutional Investor at +852 2842 6943 (Hong Kong) or via email at ana.sharp@iiconferencesasia.com.

European Pensions Symposium

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

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.