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

We’re thrilled to present our upcoming live webinar, "Unlocking New Horizons: Private Equity's Role in Transforming Wealth Management," on Wednesday, October 23, 2024, at 11:00 AM ET, in partnership with CFA Institute. This webinar is eligible for 1 PL credit for CFA Institute members. Join us as we feature an incredible lineup of industry experts. Including: Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA, CFA Institute Patrick McGowan, Managing Director, Head of Alternatives Investments and Manager Research, Sanctuary Wealth Group Cynthia Steer, Senior Adviser, Institutional Investor Don’t miss this chance to learn from the best. Register now - http://spr.ly/6049qXXMb #PrivateEquity #WealthManagement #CFAInstitute #InstitutionalInvestor #Webinar #Finance #InvestmentStrategies

We’re thrilled to announce that our Corporate Funds & Insurance Portfolios Roundtable is returning to Washington D.C. on March 11-12, 2025. Interested in sponsoring or attending this Roundtable? Find out more now: https://lnkd.in/enK8f2qh   This event will feature a peer-devised and peer-led program, tackling the most pressing issues in our industry. Join your fellow CIOs as we collectively address these critical topics and strategize for resilience amid ongoing uncertainties.   As we look ahead to 2025, the implications of the 2024 elections will be at the forefront. What can we expect from the newly elected U.S. administration? Will the capital markets continue with business as usual, or will we face significant shifts?   We look forward to welcoming you to the Ritz-Carlton in Washington D.C. on March 11-12, 2025! Learn more now: https://lnkd.in/enK8f2qh   #corporatefunds #insuranceportfolios #institutionalinvestors

In January: Jeremy Hunt MP joins us as the keynote speaker for our UK and Ireland Summit on the 21 January and will discuss the past, present and future of the Mansion House Reforms.   As Chancellor of the Exchequer, Jeremy launched the ‘Mansion House Reforms’; his bid to boost pension investments into British businesses.   The ambitious reforms promised to unlock £75 billion of additional investment from defined contribution schemes and LGPS whilst growing the average pension pot by 12% over the course of a career.   Jeremy will also be exploring:   ·       What he learnt from his experience launching the reforms? ·       How far did they get under his leadership? ·       What will it take for the reforms to succeed under the new Labor Government?   As one of the most high-profile and successful politicians in recent British history, having served under four Prime ministers in various senior cabinet positions most notably Chancellor and Foreign Secretary - we also look forward to hearing Jeremy's unique take on the wider issues facing the global economy and the state of geopolitics.   Don't miss this opportunity to hear from one of the UK's leading voices on the issues that matter most.   Register your interest via this link: https://lnkd.in/euECaJHX Institutional Investor

Tomorrow: If you haven’t joined us already, don’t miss the exciting opportunity to hear from Erik Fransson, Executive Director at the Swedish Fund Selection Agency FTN Fondtorgsnämnden on how his team will navigate the vast universe of managers and narrow down the chosen few. To join us, register via the links below on our fintech platform partner Clade: LP Registration: https://lnkd.in/e2HCQeDT GP Registration: https://lnkd.in/eiA9B8mn Institutional Investor

We are excited to spotlight one of our Most Influential Women in Investment Management Recognitions award recipient. Read Ms. Jenkins’s full interview now: http://spr.ly/6047UtemP Institutional Investor’s Allocator Intel recognizes leaders in the allocator community, acknowledged by their peers, for exceptional leadership in key areas of portfolio construction in the Alpha Edge Recognition Awards. Meredith Jenkins has held her current position at Trinity Church Wall Street, a New York-based endowment valued at $6 billion, for the past eight years. Founded in 1697, the Episcopal congregation utilizes its endowment to support a variety of activities, including a parish of over 1,600 members, outreach initiatives, grant-making efforts, and other ministries that benefit the local community. The grant-making is aligned with four key mission initiatives: addressing housing and homelessness, promoting racial justice, supporting mission real estate development, and fostering leadership development. #iinetworks #allocatorintel #alphaedgeawards #institutionalinvestors #investors #assetallocation #assetmanagement

We are excited to announce the 2025 Retirement Plan Advisor Summit - Central, taking place from March 25-26, 2025, at the Four Seasons Chicago. Learn more now: https://lnkd.in/gBVvm-By Join senior-level executives from leading retirement plan advisor firms for an engaging experience over one and a half days. This Summit will provide a platform to share ideas and address the pressing challenges facing clients and businesses today. Don’t miss this opportunity to connect, collaborate, and innovate with your peers in the evolving retirement plan advisor landscape! Register to secure your spot or learn more about sponsorship for this exclusive industry gathering now: https://lnkd.in/gBVvm-By #institutionalinvestor #retirementplanadvisorsummit #retirementindustry #wealthmanagement

Tomorrow: Don’t miss the opportunity to hear from Erik Fransson, Executive Director at the Swedish Fund Selection Agency FTN Fondtorgsnämnden, as they embark on becoming one of the world’s largest buyers of funds. Learn how Erik’s team is launching a new mandate allocating €100 billion to the top active and passive managers, globally. Discover what it takes to make your fund stand out in this competitive landscape. To join us tomorrow, register via the link below through our fintech partner platform Clade: LP Registration: https://lnkd.in/eszDEEgK GP Registration: https://lnkd.in/ekdXFCGV

We are excited to spotlight one of our Alpha Generations in Private Equity award recipient. Read Ms. Ngoc’s full interview now: http://spr.ly/6048Utebm Institutional Investor’s Allocator Intel recognizes leaders in the allocator community, acknowledged by their peers, for exceptional leadership in key areas of portfolio construction in the Alpha Edge Recognition Awards. Ngoc Can, CFA currently serves as Senior Director of Co-investments at the Texas Municipal Retirement System (TMRS). At this $40 billion public pension fund in Austin, she manages a $2 billion direct co-investment portfolio and has spearheaded the underwriting of $900 million in private equity, private credit, and co-investment commitments. Recently, Private Equity International recognized her as one of the “40 Under 40: Future Leaders of Private Equity.” #iinetworks #allocatorintel #alphaedgeawards #institutionalinvestors #investors #assetallocation #assetmanagement

We are incredibly pleased to announce our partnership with AP3 Tredje AP-fonden at our upcoming Institutional Investors Nordic Summit on the 4th March 2025 and our Nordic Alternatives and Private Markets Symposium on the 5th March 2025. Together with AP3 Tredje AP-fonden, we will bring together investment industry leaders, financial experts, and innovators at two dedicated events focused on public and private markets. We look forward to sharing knowledge, exploring the latest trends, and discussing strategies as we seek to navigate the changing Nordic investment landscape. To register your interest in attending either event, click the links below: Public markets event - https://lnkd.in/eRzF4iZz Private markets event - https://lnkd.in/eV2qGYh4 Institutional Investor #privatemarkets #publicmarkets #nordicsummit