CONNECTING HEADS OF LEGAL AT LEADING ASSET MANAGEMENT FIRMS

About

An Institutional Investor Legal Forum (IILF) meeting is not just another conference. Unlike trade association conventions or paid-ticket conferences, with their gigantic halls and throngs of attendees, IILF membership meetings are intimate gatherings of senior practitioners. Members may join IILF by invitation only, and members set the group’s agenda. At an IILF meeting, you won’t wade through dozens of service providers vying for your time and attention. Instead, you’ll meet colleagues, share expertise, and form relationships that will benefit you and your organization for years to come.

Benefits

Membership Meetings

Attend three day-and-a-half-long roundtables emphasizing global legal and regulatory trends and business management issues.

Member Workshops

Topics are member driven and focus primarily on the institutional side of the business at the two annual half-day workshops offered.

Executive Summary

Short summaries highlighting the key points of each meeting are distributed to members for quick reference.

Benchmarking Survey

Get results from the exclusive, bi-annual, anonymous survey aggregating information on the organization of legal departments, spending, use of outside law firms, and other critical issues.

List of Member-Recommended Outside Lawyers

Access the list, organized by jurisdiction, firm and practice area, and updated annually.

Legal Forum Questions (LFQs)

Membership surveys based on topics proposed by fellow members are created and distributed by the IILF.

Private Website

Login to the members-only secure website: comprehensive archive of executive summaries, previous meeting presentations, webcast recordings, LFQ survey results, and information on future events.

Senior Delegates Directory

Profiles and contact information for members’ eyes only.

CLE/CPD Credit

Member Advisory Board

Rachel Wheeler
General Counsel
Aviva Investors

Ian Rose
General Counsel
Brandes Investment Partners

Peter Kelly
President, Capital Guardian Trust Company
Capital Group

Catherine Newell
Executive Vice President & General Counsel
Dimensional Fund Advisors

Adam Fletcher
General Counsel
Investec Asset Management

David C. Flattum
Managing Director & Global General Counsel
PIMCO

Lori C. Seegers
Senior Vice President, General Counsel
PPM America, Inc.

Cynthia M. Clarke
Senior Managing Director, Partner, and General Counsel
Wellington Management Company, LLP

Members

Allianz Global Investors
Ameriprise Financial
Angelo, Gordon & Co.Aviva Investors
Aviva Investors
Baillie Gifford & Co
BMGI Group
BNP Paribas
Brandes Investment Partners
Brandywine Global Investment Management
Capital Group
Cohen & Steers Capital Management, Inc.
Dimensional Fund Advisors
Dodge & Cox
DoubleLine Capital LP
DuPont Capital Management

HSBC Global Asset Management (USA) Inc.
INTECH Investment Management LLC
Investec Asset Management
Janus Henderson Investors
Kessler Topaz Meltzer & Check, LLP
Loomis, Sayles & Company, L.P.
M&G Investments
Manning & Napier Advisors, LLC
MetLife
MFS Investment Management
Mondrian Investment Partners
Natixis Global Asset Management
Neuberger Berman
OppenheimerFunds, Inc.

PIMCO
PPM America
Prudential
RBC Global Asset Management
RobecoSAM
Russell Investments
Sands Capital Management
Schroders
Shell
T. Rowe Price
TCW
TIAA-CREF
Vanguard
Wellington Management Company, LLP
Western Asset Management

Upcoming Events
Contact

Questions?

For more information, please contact:

Randy Klein

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

Team

Lyn Perlmuth
Executive Director, II Legal Forum

Amy Quint

Joanie Starkenburg
Sales Director

Hayley Corcoran
Sales Director

Christina Edwards
Logistics Manager

Hannah Quapp
Client Services Coordinator