Institutional Investor

We are excited to announce the launch of the first global think tank for the asset management industry, the Asset Management Institute (AMI). After over two decades of leading peer-to-peer learning and networking, Institutional Investor has launched the Asset Management Institute (AMI) — the first global think tank and private C-suite network designed exclusively for the asset management industry. The launch coincides with the release of Institutional Investor's inaugural Global Asset Management Survey. "This is part of II’s strategic vision to partner holistically with clients across every function," said Katarina Storfer Racek, Head of North America at Institutional Investor. "We are proud to be the only organization capable of delivering value to asset management firms through an exclusive, prestigious C-suite network on a global scale." With the current wave of change affecting the sector — from leadership transitions to advancements in technology and AI — now is the ideal moment for the industry to have a dedicated private platform for sharing insights, benchmarking, and discussing its future. The Institute will have dedicated sub-networks tailored for key C-suite roles, including CEOs, CIOs, CFOs, COOs, CHROs, CMOs, CTOs, General Counsel, Chief Compliance Officers, Chief Product Officers, and Heads of Distribution. This structure underscores the growing strategic importance of these leadership positions within asset management firms and their influence at the board level. And with its global reach, AMI is uniquely positioned to align with the international scope of the asset management community and the broader financial industry. Jim McCaughan, Chairman of the Asset Management Institute, added: “AMI members are at the forefront of the industry, constantly driving innovation and learning from one another. The Institute will amplify knowledge and create meaningful connections as investment management undergoes a time of tremendous transformation.” Membership in the Asset Management Institute is by invitation only. For more information about AMI, please contact Adele Langie. Learn more here: https://lnkd.in/g8VuHwFT #institutionalinvestors #investors #assetallocation #assetmanagement #assetmanagementinstitute

Join us for Institutional Investor’s 18th Annual DC Institute – New York Summit next year in January. https://lnkd.in/eypsP9d7 Our featured panel “Outsourcing Retirement: How Is the Industry Reacting to the OCIO Model?” will be moderated by Debra Roberts, Ph.D CPA and feature the following esteemed panelists. Session Panelists: Christopher Brockmeyer, Director of Employee Benefit Funds, The Broadway League Inc. Cameron McCarthy, Executive Director, Head of OCIO Retirement, Institutional Consulting Solutions at Morgan Stanley Doug Gardner, CEBS, CPSP, Director – Corporate Human Resources, Seneca Foods Corporation This session will explore how DC plan sponsors are increasingly considering outsourcing plan investments and management to Outsourced Chief Investment Officers (OCIOs). This shift reflects a growing recognition of the complexities involved in managing investment portfolios and the desire for specialized expertise. Our discussion should provide valuable insights for managers as they navigate and comprehend their clients' processes and needs. Register now to attend: https://lnkd.in/eypsP9d7 #institutionalinvestors #investors #assetallocation #assetmanagement #investmentconsultants

Gold’s performance can vary significantly depending on the prevailing economic conditions. Why falling interest rates are just one factor to consider. http://spr.ly/6045q7zrU Sponsored by CME Group

Don't miss the opportunity to attend our 2025 Public Funds Roundtable. This event will be held at the Beverly Hilton in Los Angeles on April 29-30, 2025, with a welcome reception on the evening of April 28. Register to attend or learn more about sponsorship opportunities for this exclusive industry gathering now: https://lnkd.in/eBPe-yBU   This unique event unites public pension investment professionals from all levels for a program tailored to today’s most exciting opportunities and pressing issues within the public fund realm. Come join us and your peers for networking and knowledge transfer that will help you and your organization continue to thrive in 2025 and beyond!   We look forward to welcoming you to Los Angeles for an insightful and impactful Roundtable!   Learn more now: https://lnkd.in/eBPe-yBU

Biotech IPOs in 2025: Quantity, Quality, and Best Practices http://spr.ly/6043q7Vz9 Sponsored by Wellington Management

Thanks to all the sponsors who supported Institutional Investor’s 2024 Fixed Income Trading Summit in Chicago last week and helped make it such a success! To find out more about upcoming TraderForum events our website: http://spr.ly/6049Sr3Ol #traderforum #institutionalinvestor #sponsorsappreciation Sponsors include: Citadel Securities Egan-Jones Flow Traders Gimme Credit IMTC Jane Street MarketAxess Northern Trust Tradeweb Trading Technologies Trumid

We are very pleased to be partnering with Local Pensions Partnership Investments (LPP) as co-chairs of our upcoming Institutional Investor UK & Ireland Summit on 21-22 January 2025 at the beautiful Pennyhill Park. This private forum will bring together a select group of 50 senior investment leaders from the UK & Ireland, along with global asset management firms, for in-depth discussions and candid panel debates on the long-term challenges shaping the investment landscape. If you would like to join us, register your interest by clicking the link below: https://lnkd.in/e7xEKKQw Institutional Investor #InvestmentSummit #InstitutionalInvestor #InvestmentCommunity #UKandIreland

Less than a month away until our inaugural Private Credit Forum - Texas 2024, taking place on November 19-20, 2024 in Austin, TX. With seats filling up quickly, now is the time to secure your spot - https://bit.ly/3UwDOj1 We are excited to feature our upcoming panel: Private Credit and the New Regime – Outlook for the Coming Decade As we navigate a global economy marked by persistent inflation and rising interest rates, the investment landscape is rapidly evolving. The past decade's low-rate environment has led to significant growth in the private credit asset class, with investors seeking higher yields. Today, the value of private credit is more critical than ever. Join industry experts as they discuss the opportunities and strategies within private credit that can help investors navigate the challenges ahead. Moderator: Trevor A Jackson, Jr., Managing Director, Portfolio Advisory, Aksia Panelists: Matthew Fleming, Managing Director, Originations, Antares Capital LP Richard Grissinger, Senior Managing Director, Centerbridge Partners, L.P. Louay Mikdashi, Managing Director, Neuberger Berman Nik Singhal, Group Head of Direct Lending, ORIX Corporation USA Let’s come together to adapt to new economic realities and make informed investment decisions! Register now to attend - https://bit.ly/3UwDOj1 #privatecredit #privatecreditmarket #InstitutionalInvestors

EIA data shows that U.S. crude oil production reached over 13 million barrels per day in March 2024, just shy of the previous all-time high. It’s a sign of growing global demand for WTI crude oil. http://spr.ly/6042q7KGQ Sponsored by CME Group

4 Liquidity Risk Management Principles for Endowments and Foundations http://spr.ly/6047q7ufP Sponsored by Fidelity Investments