Established in 2000, Institutional Investor’s prestigious U.S. Institute serves the asset management community as an industry “think tank” and discussion forum for invited Chief Executive Officers and their C-suite teams: Chief Investment Officer, COO, CFO, and CHRO.
By connecting senior-level executives from the top asset management firms in North America, the U.S. Institute fosters a meaningful exchange of ideas and information among its members.
4th Oct - 6th Oct 2017 | Hotel Principe di Savoia | Milan
The highlight of the European Institute’s calendar, this Roundtable concentrates on the critical trends shaping the asset management industry — providing your annual “business check” on how your counterparts are handling the same issues as you. This meeting is reserved exclusively for the Senior Delegate or a more senior executive based in Europe.
Six annual roundtable meetings, each designed for a specific “C suite” peer group; five in the U.S. and one in Europe. Each roundtable is designed for a specific “C level” peer group (CEO, CIO, COO, CFO and CHRO).
Proprietary USI member surveys and research reports, measuring the membership’s collective opinion on the latest developments in the industry, along with interviews, white papers, and research by some of the leading industry experts.
Conducted annually in association with Casey Quirk by Deloitte & McLagan.
Between roundtables, USI members periodically gather for meetings in key cities, many of which feature outside speakers who provide expertise on a particular topic.
“Ask USI” allows members of each peer group to suggest emailed polling questions for fellow USI delegates. Anonymous feedback is then compiled and circulated back to the membership.
Aberdeen Asset Management Inc.
Alberta Investment Management Corp.
Allianz Global Investors – US
Analytic Investors, LLC
BMO Global Asset Management
BNP Paribas Asset Management
Brandywine Global Asset Management
Champlain Investment Partners, LLC
Charles Schwab Investment Management
Dalton Investments LLC
Deutsche Asset Management
Dodge & Cox
Fiera Capital Corporation
First Eagle Investment Management
Franklin Templeton Investments
Franklin Templeton Investments
Goldman Sachs Investment
Greystone Managed Investments Inc.
J.P. Morgan Asset Management
Jackson Square Partners, LLC
John Hancock Investment
Kennedy Capital Management, Inc.
Lazard Asset Management
Lincluden Investment Management
Loomis, Sayles & Company
Los Angeles Capital
MacKay Shields LLC
Macquarie Investment Management
Manulife Asset Management
MFS Investment Management
New York Life Investments
Northern Trust Asset Management
Numeric Investors LLC
Old Mutual Asset Management
Oppenheimer Funds, Inc.
PanAgora Asset Management, Inc.
Pioneer Investment Management
Principal Global Investors
RBC Global Asset Management
Rothschild Asset Management
Sands Capital Management
Schroder Investment Management
Sionna Investment Managers
Stone Harbor Investment Partners LP
Sun Life Financial
T. Rowe Price Associates, Inc.
TD Asset Management
USAA Investment Management Company
The Vanguard Group
Voya Investment Management
Westwood Holdings Group, Inc.
William Blair Investment Management