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European Institute

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Global Fixed Income Institute

Hedge Fund Institutional Forum

Institutional Investor Institute

Institutional Investor Legal Forum

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	“IFI” creates an exclusive “club” for the top officers of leading financial services companies, worldwide, to consider cutting-edge developments in serving the individual investor. No other forum, annual or occasional, brings together such high-level a group to consider these issues. The latest trends from around the world in products, services, markets, technology and business strategy are explored at three Annual Roundtables, and several ad hoc events each year. A wonderful esprit de corps has developed among the members, who discuss competitive issues with astonishing frankness, and who have become friends and business partners through participation in IFI.

	Membership Proposal


	“IFI” offers annual membership by invitation only to CEOs, Managing Directors, and Chief Marketing Officers of asset management companies offering services to the individual investor anywhere in the world.For an annual fee (and no per-meeting fee), each member can attend three major annual Roundtables, several ad hoc events, and, by special invitation to the senior delegate only, the central annual roundtable of our sister Asia Pacific Institute.

	Meeting Descriptions


	The “IFI” agenda includes three major annual Roundtables, devoted respectively to Management, Marketing and Technology Strategy, as well as an interactive website. In addition, each year IFI hosts at least two ad hoc events where members gather informally to discuss developments and meet with each other in a more intimate setting than the larger events. Further, by special invitation, the Senior Delegate to IFI is invited to the central annual roundtable of our sister Asia Pacific Institute. Thus, in the course of a year, IFI members have the opportunity to meet at least once in the U.S. and Asia, and at least twice in Europe to update their understanding of these markets and to forge new relationships.