Pan-Institutional Virtual Roundtable - December 2020

Dec 10th 2020
1:00 p.m. EST
Virtual Event

Institutional Investor’s commitment to delivering you unparalleled access to allocators remains as strong as ever. Therefore, while live events may have temporarily paused during the pandemic, your sales cycle and pipeline generation do not have to.

Through our Virtual Roundtable series, you will continue to grow long-term relationships while gaining a competitive edge by receiving the intel you need to reduce sales cycles and win mandates.

Join the Institutional Investor Institute’s Pan-Institutional Virtual Roundtable in December 2020 as we bring the institutional investing community together when they need it most – for the most essential intelligence for consultants, allocators, and managers alike.

Agenda and registration will be available soon.

Participation is limited to Institutional Investor Institute Virtual Members.



Session Details
July 31, 2020

A Brave New World
10:00 AM - 11:00 AM

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

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
September 24, 2020

24th September - Session 1
7:00 AM - 9:00 AM

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

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

November 24, 2020

24th November - Session 3
7:00 AM - 9:00 AM

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For more information, please contact:

Randy Klein
+1 212 224 3629