The Alternative Investor Institute (AII) is a private membership organization for alternative investment management executives responsible for overseeing institutional business development. Members of the institute come together with the institutional clients and prospects they serve in exclusive settings that foster idea exchange while working to achieve common goals. Our aim is simple: we want to help investors make better decisions by putting them in touch with the best investment thinking in the business!
Devised by investors for investors, the agenda for each investor meeting draws heavily on current, best-practices presented by investors. Through thought-leadership roundtable discussions and customized research, AII drives innovation for the future of the investment management industry. By providing exclusive opportunities to interact with thought leaders in the field via structured meetings and by issuing on-trend, insightful reports and research, the Alternative Investor Institute (AII):
Oct 3rd - Oct 4th 2017 | Four Seasons Hotel | Chicago
The Consultants Roundtable brings together representatives from the major consulting firms with institutional investors and members to discuss investment management and asset allocation issues of common concern. The oneday meeting examines cutting-edge topics from the perspectives of each fiduciary group.
As the industry ticks off another year in the 2nd longest bull market on record, investors remain challenged to properly diligence, source and monitor compelling, yet cost-efficient, portfolio opportunities. If the current era is truly the late-stage of an economic megacycle – characterized by globalization, a low-interest rate environment and central bank intervention – what will be the effects of the new administration’s fiscal policy, normalization of monetary policy and continued structural shifts in the asset management industry? And as hope fades for near-term legislative approval of regulation relaxation, tax reform, and massive infrastructure spending programs, institutions are coming to terms with a much more modest economic reality. If the only certainty is uncertainty, what strategies, tools, and information can best equip asset owners and advisors alike to successfully fulfill the objectives of generating attractive returns and managing risks in the current investing environment?
The 2017 Roundtable for Consultants & Institutional Investors will explore the relationship and interdependency of the various constituents of the asset management industry and provide a venue to discuss the opportunities and challenges in today’s marketplace.
I have been attending institutional conferences for over a decade and after trying a variety of sponsors and formats believe that III is the single best organized, executed and effective multi-venue conference formats
Managing Director & Principal of Institutional Distribution
During the year, four roundtables are held for each of the major institutional constituencies: Endowments and Foundations, Corporate Funds and Insurance Portfolios, Public Pension Plans and Investment Consultants. In addition, AII members have one members-only senior delegates meeting to stimulate thinking on business development strategies.
Reducing the cost and compressing the time needed to cover your territory, the institute will dramatically shorten your sales cycle, make your marketing budget go further, and ultimately produce returns you have not previously seen.
Our meetings are designed by investors for investors. Unlike any other event organizer, AII employs full-time Institutional Relationship Directors whose job is to visit investors and get the right investment officials to our meetings. Thus, our investors are of unparalleled quality and continue to attend our roundtables year after year.
Membership in the institute will provide insight into the thoughts, challenges, trends and concerns of major institutional clients and prospects through benchmarking reports and research studies on the institutional marketplace. During the year, each institutional investor market set is surveyed regarding their risk strategy, asset allocation strategy among other key areas of interest. You will receive the aggregated results as well as benchmarking against previous years.
AII allows you to build relationships more effectively with investors because you meet them when they are reaching out for answers. AII is a private club. Its meetings are educational. Through intimate discussion groups and facilitated introductions you get to work alongside investors on their challenges. Thus you build up trust and win mandates.