AII & III Virtual Senior Delegates Roundtable- January 2021

Jan 14th 2021
1:00 p.m. EST
Virtual Event


* CHANGE NOTICE *


The Endowments & Foundations Roundtable previously scheduled for June 1-2  has been rescheduled to September 14-15.

About

Senior Delegates: You’ve never been more isolated from your peers – at the exact time you need the advice of those peers the most.

The quarterly Virtual Senior Delegates Roundtables will bring distribution leaders together to discuss the most pressing issues today, whether it’s how to fundraise virtually, confront DEI issues, or manage young teams remotely.

Agenda and registration will be available soon.

Participation is limited to Alternative Investor Institute and Institutional Investor Institute Virtual Members.

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Session Details
July 31, 2020

A Brave New World
10:00 AM - 11:00 AM
America/New_York

Welcome to the new world of Zoom and II Conferences integration! In this webinar Ian Hamilton, the guru & tech wizard, will take us all through the new system. He'll also share with us some of the challenges faced by the team and the lessons learned using the Zoom API. There will also be a review of key learnings and potential future development directions. Don't miss it!

August 7, 2020

What is a Webinar Anyways?
10:00 AM - 11:00 AM
America/New_York

In this session Genevieve Wheatcroft will take us through creating an an event with the new registration system added. She will demonstrate the process for new, unknown users and existing contacts passing through the Investor Profiles system using registration links. This will show the different stages of IIC, Salesforce and Zoom processes used by the new, enhanced sign up process.

September 16, 2020

Utilizing Tax Advantage Strategies
1:00 PM - 3:00 PM
America/New_York
September 24, 2020

24th September - Session 1
7:00 AM - 9:00 AM
America/New_York

Chief Marketer Institute Europe Virtual Roundtable - Session 1

October 14, 2020

Alts for All! Implementing Alternatives into Clients' Portfolio
1:00 PM - 3:00 PM
America/New_York

About 67% of advisers say lack of understanding is one of the main reasons why they don't invest more heavily in alternatives. However, providing access to these complex investment strategies enables advisors to deliver more robust investment solutions to their clients and differentiate their product offerings in the increasingly competitive marketplace for financial advice. This session will help to address some of the complexities of dealing with alts. Topics under discussion include:


October 27, 2020

27th October - Session 2
8:00 AM - 10:00 AM
America/New_York

November 24, 2020

24th November - Session 3
7:00 AM - 9:00 AM
America/New_York

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Contact

Questions?
For more information, please contact:

Randy Klein
+1 212 224 3629
randy.klein@institutionalinvestor.com