Insurance Investment Forum 2008

The Harmonie Club, New York
05/13/2008 - One-day event

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Through panel discussions, an investment roundtable and sponsor-hosted workshops, investment officers at large North American insurance companies will be provided with the answers they need on how best to manage risks and maximize returns.

Insurance companies interested in receiving an invitation to attend the Insurance Investment Forum as our guest should contact Ann Cornish at (212) 224-3877 or via email at acornish@iiconferences.com.

Investment managers interested in speaking to this exclusive audience should contact Denise C. Coleman at (212) 224-3907 or dcoleman@iiconferences.com.

India Infrastructure Investors’ Forum

Trends in Infrastructure Development and Finance in India: The Nexus of Opportunity and Need

May 14-15, 2008
Waldorf=Astoria Hotel, New York

Institutional Investor’s India Infrastructure Investors’ Forum will examine the trends in infrastructure finance and explore the opportunities arising from the country’s need to develop its physical infrastructure in order to sustain its economic, political, and social evolution. India’s drive to transition to a manufacturing and service-based economy has accelerated these changes. In response, the country has budgeted 3.5 percent (US$25.5 billion) on meeting its needs, with aspirations of increasing this allocation to 8 percent.

Investors and issuers who are interested in attending the Forum as our complimentary guests (there is no registration fee for delegates) should contact Bryan Fox at (212)224-3926 or via email at bfox@iiconferences.com.

Investment banks and infrastructure funds interested in sponsoring the 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.

Australia Investment Management Summit

21-22 May 2008
Park Hyatt Hotel, Melbourne, Australia

Over the course of one and a half days, participants in The Australia Investment Management Summit will hear representatives of the Government, Institutional Investors (Superannuation, Insurance, Corporate Treasury, Sovereign, Endowment, Foundation, etc.) as well as Asset Management Companies explain their strategies, approaches and outlooks on a variety of issues vital to institutional investors and money managers. Formal workshops and panel sessions will provide wide-ranging and insightful information, data and opinions to ensure that participants can gain a full understanding of the issues that matter to them.

To inquire about attending The Australia Investment Management Summit — there is no registration fee for those who are invited to attend, although delegates are responsible for their own travel and accommodations — please contact Teik H. Tan at telephone +612 9460 4760 or via email at teikheng.tan@euromoneyasia.com.

European Sub-Advisory Roundtable

Finding the Correct Balance Between Talent, Cost & Risk

3-4 June 2008
Westin Hotel, Paris, France

In the 4th annual European Sub-Advisory Roundtable, we will examine what expectations buyers should have, where the hidden risks are, and what it take to assess, acquire and manage external talent at a price clients can live with — and are willing to pay for.

Attendance at the event is strictly for financial professionals who are responsible for the outsourcing of their organisation’s assets and for the selection of 3rd party managers. For any questions regarding the eligibility criteria for attendance, please contact Ann Cornish at telephone (212) 224-3877 or via email at acornish@iiconferences.com.

To find out more about sponsoring this meeting, contact Stefanie Sables on +44 (0) 7303 1712 or email ssables@iiconferences.com.

Canadian Alternative Investment Roundtable

Finding the Right Balance for Portfolios as Global Risks Rise

June 4-5, 2008
The Ontario Club, Toronto

Through a series of presentations and panel discussions, seasoned investors, consultants, asset managers and other experts will examine the strategies, market sectors, asset allocations, and portfolio construction so that their peers can make informed choices in an increasingly complex economic environment.

Institutional Investors who would like to be considered for an invitation to attend the Canadian Alternative Investment Roundtable as our guest should contact David Grana at (212) 224-3734 or at email dgrana@iiconferences.com.

Asset gathers who would like to sponsor the Canadian Alternative Investment Roundtable as our guest should contact Usha Bhate at (212) 224-3429 of by email at ubhate@iiconferences.com.

Defined Contribution Symposium

“Transforming Principles into Practical Solutions for DC Plan Sponsors”

June 11-12, 2008
Fairmont Hotel, San Francisco, CA

Many DC-focused events continue to explore current and future regulatory initiatives, but many fail to connect those efforts with the daily concerns of US plan sponsors and most fall short of introducing solutions. Now in its 18th year, Institutional Investor’s Defined Contribution Forum will endeavor to offer those solutions. While the Forum’s program will explore the breadth of issues facing US plans — including various investment offerings, insights into education and advice, an examination of evolving fiduciary responsibilities, etc — the foundation of this year’s meeting will be the best means of transforming principles (ie, good intentions) into practical solutions (answers) for DC plan sponsors.

Plan sponsors interested in receiving an invitation to attend the Defined Contribution Symposium as our guest should contact David Munro at (212) 224-3056 or via email at dmunro@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.

Mexico-Asia Investment Forum

June 2008

The Mexico-Asia Investment Forum will bring together high-profile global and regional investors, issuers, policymakers and intermediaries to debate and determine the future of inter-regional capital flows, trade, and investment opportunities, in particular those to be found in Mexican assets. Speakers will include leading figures in global finance, as well as many of Mexico and Asia’s most influential corporate and financial decision makers.

As Asian investors have become a crucial source of investment capital for Mexican companies, the Forum’s interactive panel discussions, keynote addresses by government officials and regulatory authorities, and informative industry-specific workshops will explore how investors and financiers can capitalize on Mexico’s booming export-oriented industries as well as its tourism and consumer goods sectors and burgeoning infrastructure. Bring forward perspectives on both the private and public markets’ roles in investing in Mexican assets, speakers will debate and explore the latest capital market reforms and the innovations that are creating exciting new opportunities for inter-regional issuers and investors and their global counterparts.

Investors who are interested in attending the Forum as our complimentary guests (there is no registration fee for delegates) should contact: Bryan Fox at +1 212-224-3926 or via email at bfox@iiconferences.com. Or Bonnie Tse at +852 2842 6956 (Hong Kong) or via email at bonnie.tse@iiconferencesasia.

Firms interested in participating at the Mexico-Asia Investment Forum should contact Sabeena Uttam, at +1 212-224-3708 or via email at suttam@iiconferences.com.

Hedge Fund Investor Symposium

Getting Back to Basics: Finding the Right Balance in Building Hedge Fund Portfolios Amid Greater Market Uncertainty

June 24-25, 2008
Union League Club, New York

The primary questions for investors now may be both whether there is a better way to evaluate risk when allocating assets to sectors as well as managers. Further, can portfolio construction — when properly understood and executed truly provide the type of downside risk protection necessary to avoid disproportionate losses while holding out the promise of higher returns?

Investors wishing to be considered for an invitation should contact David Grana at telephone (212) 224-3734 or via email at dgrana@iiconferences.com.

Hedge funds and hedge funds of funds interested in speaking to this exclusive audience should contact Kristin Zammit at 212-224-3063 or kzammit@iiconferences.com.

6th Annual Hedge Fund Industry Awards Dinner

June 25th, 2008
Cipriani Wall Street | New York

This gala, black tie affair will bring together the hedge fund industry to recongize and applaud the achievements of their peers. The awards dinner will include key industry players - hedge fund managers, funds of funds, endowments, foundation, and corporate and public pension funds.

U.S. Sub-Advisory Roundtable

Delivering Investment Products for a Changing, Global Market

July 16-17, 2008
Union League Club, New York

This year the Roundtable will once again bring together leading participants in the sub-advisory marketplace to examine the trends and strategies that are shaping this business, and to assess the precise benefits and weaknesses of sub-advisory relationships.

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

Sept 7-9, 2008
Four Seasons Hotel, Washington, DC

This conference offers the opportunity to meet face-to-face with approximately 50 chief financial officers and treasurers from major U.S corporations to discuss issues such as the debt and equity markets, insurance and risk management, technology and business processes, employee pensions, benefits and compensation, accounting and taxation.

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 Nancy Kidd at (212) 224-3832 or via email at NKidd@iiconferences.com.

Service providers that would like to speak in front of this exclusive audience should contact Denise Coleman at (212) 224-3907 or via email at DColeman@iiconferences.com.

Board Member/CFO Symposium

Dealing with the Mounting Pressures

September 9th, 2008 - One-day event
Four Seasons Hotel, Washington, DC

Knowledge remains the foremost key to success, no matter the factors reshaping the world around us. Therefore, spend one day sharing experiences and expertise with your peers — board directors and CFOs from the larger US firms — and learn how board members can deal with the mounting pressures facing themselves and their companies.

If you are a board member or a CFO with an avid interest in becoming a board member and would like immediate details on attending this symposium as our guest, please contact Nancy Kidd at (212) 224-3832 or via email at NKidd@iiconferences.com.

25th Annual Risk Management

September 16-17, 2008
The Metropolitan Club | New York

This conference offers the opportunity to meet face-to-face with approximately 125 senior corporate risk managers from major U.S. corporations to discuss the insurance and risk management needs of their organizations.

European Investment Roundtable

Sept 17-19, 2008
Grand Hotel Des Iles Borromees
Florence, Italy

Institutional Investor is proud to announce the 7th Annual European Investment Roundtable. This event continues to be an exclusive meeting, attracting a select gathering of senior investment executives from European pension and insurance funds. We would like to cordially invite you to join us and your peers on 17-19 September 2008 at the Grand Hotel in Florence, Italy to hear and participate in what promises to be an invaluable program, comprised of informative panel sessions, presentations and discussion groups.
 
Service providers interested in sponsoring this by-invitation-only meeting should contact Stefanie Sables at +44-0207-303-1712 or ssables@iiconferences.com.

Investors wishing to register to attend the Roundtable should contact Iqbal Patel at telephone +44 (0) 20 7303 1730 or via email at ipatel@iiconferences.com.

India Investment Forum

Septemeber 22-23, 2008
The Waldorf=Astoria Hotel, New York

India’s largest and most prestigious investment Forum returns for its fifth year in September 2008 as a two-day private event for portfolio and direct investors seeking leverage in investment opportunities in one of the world’s fastest-growing and most dynamic markets. The 5th Annual India Investment Forum is co-hosted by Citigroup and Kotak, leading financial institutions in the world’s two largest democracies, and it continues our tradition of bringing top government officials and corporate executives from India to meet investment executives from U.S. institutions.

Investors and issuers who are interested in attending the Forum as our complimentary guests (there is no registration fee for delegates) should contact: Bryan Fox at +1 212-224-3926 or via email at bfox@iiconferences.com. Or Bonnie Tse at +852 2842 6956 (Hong Kong) or via email at bonnie.tse@iiconferencesasia.com.

Firms interested in participating at the 5th Annual 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.

Defined Contributions Symposium-Chicago

Defining Plan Sponsors’ Responsibilities in an Increasingly Homogenized Market 

October 6-7, 2008
The Mid-America Club | Chicago

Are we seeing a compression in the solutions available to plan sponsors and the options they are able to offer their participants? Has the changing regulatory environment limited plan sponsors’ choices or freed them to focus on a broader range of issues facing employees and retirees? How has the crowding into the DC space of traditionally DB managers altered the dialogue? Are providers continuing to offer a variety of solutions to plans of different sizes and needs or are they taking a homogenized approach to both mid-sized and large plans?

Institutional Investor’s inaugural event, the Defined Contribution Symposium-Chicago, is being developed to complement our two defined contribution-focused meetings while being specifically tailored to addressing the needs of mid-sized and larger DC plans in what seems to be an increasingly homogenized DC market. The day and a half program will address such issues as:
• Has the growing acceptance of target date funds led to a tacit “turning off” of interest by plan sponsors in offering unique investment options to their employees? Has the increasing prevalence of one-size-fits-all solutions actually constrained plan sponsors and ameliorated the need for intensive education and advice efforts?
• How is the focus on the db-ification of DC plans affecting plan sponsors’ fiduciary responsibilities, specifically in terms of education, advice, and communication? What aspects of defined benefit plans can and should be incorporated into DC offerings and which must be better relegated to history?
• A discussion of whether plans have become overly focused on the payout phase as their participants age, and whether the PPA and other initiatives have caused sponsors to take their eyes off accumulation issues. If the answer is yes, what is the appropriate mix of attention and resources to both accumulation and disaccumulation issues?
• Where should sponsors draw the line when it comes to offering increasingly sophisticated investment choices such as alpha extension strategies, hedge funds, and even commodities funds?
• What is the appropriate perspective plan sponsors should have in terms of their employees’ overall retirement security? Besides health and healthcare issues, should their responsibilities reasonably extend to such concerns as financial planning, debt management, and mortgages?

Institutional Investor’s Defined Contribution Symposium-Chicago is designed to help senior benefits and treasury executives grapple with the array of important issues now facing DC plans. This unique forum offers a program of highly interactive education, discussion and debate on issues critical to the future of the industry. Leading plan sponsors will share up-to-the-minute intelligence on what they are doing with their individual plans as well as the trends they are seeing in the DC market as a whole. The Symposium will provide plan sponsors with a value forum in which to share experiences and exchange ideas with their peers.