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Interested in getting more information on the institute?
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Institutional Investor Institute
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The mission of the Institute is to keep senior institutional
sales and marketing professionals apprised of current industry
developments and highlight promising markets and new investment
techniques. Institute members attend six annual Roundtables where
they meet with colleagues, clients and prospects in a purposeful
but relaxed setting. Different meetings focus on specific
investment management, asset allocation and plan/fund
administration issues facing top corporate and public pension
plan sponsors, endowments and foundations executives and
investment consultants, who are the Institute's invited guests. |
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The II Institute is a private membership organization for Directors of
Institutional Sales, Marketing and Client Service of many of the most prominent
asset management firms in the U.S. By
joining the II Institute, members gain entrance to exclusive high-level
meetings, organized and programmed by the Institute, to which select pension
fund, foundation and endowment investment executives are also invited. Members
become part of a “club” comprised of many of their peers and
colleagues in institutional asset management. |
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The Institute agenda
includes six Roundtable meetings each year and an interactive website, in which
members and plan sponsors can swap perspectives. Roundtables
include the Senior Delegates Roundtable held each January,
the Corporate Funds Roundtable held in late February or
early March, the Public Funds Trustees
Workshop & Public Funds Roundtable held in mid-April, the Endowments &
Foundations Roundtable held in mid-June, and the Consultants Roundtable held in
October. With the exception of the Senior
Delegates Roundtable, which is attended by Institute
members only, Institute meetings provide attendees from
member firms the opportunity to network with clients and
prospects in substantive plenary sessions, structured
discussion groups, and social events.
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