THE LEADING GLOBAL FORUM FOR SOVEREIGN AND GOVERNMENT FUNDS 

Welcome

The Sovereign Investor Institute (SII), is a private global community of sovereign and government funds supported by a group of leading global financial institutions. The institute, which evolved from a gathering in London in 2005, provides an independent platform for sovereign wealth funds, government pension funds, central banks and large public pension plan managers to exchange ideas and build relationships with their peers and industry thought leaders. SII hosts annual Global Roundtables in London and Singapore, and provides access to regional Roundtables in Asia, the Middle East, and Canada. Each gathering addresses important themes as requested by senior investment officials at leading sovereign and government funds.

Benefits

Join an Exclusive Community

Engage with senior decision makers at sovereign and government funds at four annual Roundtables. Build connections with peers and industry thought leaders at the global level.

Deepen your Industry Knowledge

Meet and learn from sector experts. Hear directly from pioneering global investors. Exchange views with peers including renowned investors, academics and professionals.

Enhance your Productivity

Maintaining or expanding your network takes time and preparation. Productively and efficiently meet with senior leaders from multiple institutions during a three day, private gathering.

Brainstorm Solutions

Share your views and learn from others through case studies and highly interactive workshops. Our unique platform is built around active discussions in small, intimate group to form practical takeaways after each session.

Access Proprietary Research & Data (Optional)

The Sovereign Wealth Center (SWC) provides market-leading insight into the largest sovereign and government funds through comprehensive news coverage, investment analysis, and data provision.

By Investors for Investors

Agendas are developed with the guidance of senior officials from leading institutions. This ensures the content of each meeting is balanced and a true reflection of the key issues facing the community.

Annual Global Meetings
Annual Regional Events

The following Roundtables are available to choose with your membership to SII.

Picture of Bahrain bay

Bahrain Institutional Investor Summit

March 6, 2019
Produced by the Middle East Institute
Four Seasons Hotel
Manama

ASEAN Global Investment Forum

ASEAN Global Investment Forum

May 8, 2019
Produced by the Asia Institute
Parkroyal on Pickering
Singapore

Shanghai Global Investment Forum

June 19, 2019
Produced by the Asia Institute
Waldorf Astoria Shanghai on the Bund
Shanghai

Shanghai Global Investment Forum

Korea Global Investment Forum

September 4, 2019
Produced by the Asia Institute
Four Seasons Hotel
Seoul

Japan Investment Forum

Japan Investment Forum

September 11-12, 2019
Produced by the Asia Institute
Shangri-La Hotel
Tokyo

ASEAN Global Investment Forum

Beijing Global Investment Forum

October 31, 2018
Produced by the Asia Institute
Waldorf Astoria Beijing
Beijing

Picture of Emirates Palace, Abu Dhabi

Middle East Institutional Investor Summit

October 8, 2019
Produced by the Middle East Institute
Emirates Palace
Abu Dhabi

Picture of Shangri-La Hotel, Oman

Oman Institutional Investor Summit

October 10, 2019
Produced by the Middle East Institute
Shangri-La
Muscat

Data & Analysis

Gain insight into the investment strategies of leading sovereign and government funds.

 
The Sovereign Wealth Center (SWC) provides market-leading intelligence on sovereign and government funds representing more than $11.5 trillion in global assets. Launched in 2012, SWC keeps abreast of the latest trends in this important group of institutions by conducting interviews with senior fund executives, researching their portfolio strategies, tracking deal flow, and delivering news and analysis direct to our members. SWC’s unique platform also allows you to access its proprietary transaction database, which covers more than 5,000 deals representing a total value in excess of $1 trillion.

Learn More

 

Logo of Sovereign Wealth Center
Chairman

Scott E. Kalb was appointed Chairman of the Sovereign Investor Institute (SII) in July 2016 after serving as Executive Director for three and a half years. He is the founder and CEO of KLTI Advisors, dedicated to working with the sovereign and government fund community on long-term investment solutions. Scott also is Fellow and Senior Advisor for Bretton Woods II at New America  and founder of the Responsible Asset Allocator Initiative, promoting responsible investing and supporting the Sustainable Development Goals (SDG).

During 2009-2012, Scott served as the CIO and Deputy CEO of the Korea Investment Corporation (KIC), Korea's US$130 billion Sovereign Wealth Fund. Assets under management grew from US$19 billion to US$60 billion during Scott's tenure. Prior to KIC, Scott worked in the financial industry for more than twenty-five years, including at firms Balyasny, Black Arrow Capital, Tudor and Citigroup/Smith Barney Asset Management. Scott has been a member of the World Economic Forum Global Agenda Council on Long-Term Investing since 2009 and serves on the Advisory Board of the Private Capital Research Institute, a Harvard based initiative. Scott lived in Asia for over fifteen years, speaks Korean and has an AM Degree from Harvard and a BA degree from Oberlin College.

scott.kalb@institutionalinvestor.com
+1 203 550 2102

Contact

For event content and investor relations, please contact:

Emma Whittingham

Director
ewhittingham@institutionalinvestor.com
+1 212 224 3609

Su Lau

Assistant Director, Government Fund and Investor Relations
su.lau@institutionalinvestor.com
+1 212 224 3600

For membership and sales, please contact:

New York

Lori Chase

Director, Memberships
lchase@iiforums.com
+1 212 224 3923

Laura Muller

Member Services Coordinator
laura.muller@institutionalinvestor.com
+1 212 224 3678

London

Xavier D'Astugues

Executive Director, Europe & Middle East
xdastugues@iilondon.com
+44 207 303 1715

Beatrice Hainlein

Executive Director, Institutional Investor Memberships 
bhainlein@iilondon.com
+44 207 303 1714

Hong Kong

Marsha Larned

Head of Asia, II Forums & Memberships 
mlarned@institutionalinvestor.com
+852 2842 6925

For data and analysis, please contact:

www.sovereignwealthcenter.com

 

Loch Adamson

Director, Sovereign Wealth Center​
ladamson@iilondon.com
+44 (0)207 303 1736

Matthew Craig

Content Director
mcraig@iilondon.com
+44 (0)207 303 1727

Daniel Brett

Analyst
daniel.brett@iilondon.com
+44 (0)207 303 1700