Institutional Investor

We are excited to announce the launch of the first global think tank for the asset management industry, the Asset Management Institute (AMI). After over two decades of leading peer-to-peer learning and networking, Institutional Investor has launched the Asset Management Institute (AMI) — the first global think tank and private C-suite network designed exclusively for the asset management industry. The launch coincides with the release of Institutional Investor's inaugural Global Asset Management Survey. "This is part of II’s strategic vision to partner holistically with clients across every function," said Katarina Storfer Racek, Head of North America at Institutional Investor. "We are proud to be the only organization capable of delivering value to asset management firms through an exclusive, prestigious C-suite network on a global scale." With the current wave of change affecting the sector — from leadership transitions to advancements in technology and AI — now is the ideal moment for the industry to have a dedicated private platform for sharing insights, benchmarking, and discussing its future. The Institute will have dedicated sub-networks tailored for key C-suite roles, including CEOs, CIOs, CFOs, COOs, CHROs, CMOs, CTOs, General Counsel, Chief Compliance Officers, Chief Product Officers, and Heads of Distribution. This structure underscores the growing strategic importance of these leadership positions within asset management firms and their influence at the board level. And with its global reach, AMI is uniquely positioned to align with the international scope of the asset management community and the broader financial industry. Jim McCaughan, Chairman of the Asset Management Institute, added: “AMI members are at the forefront of the industry, constantly driving innovation and learning from one another. The Institute will amplify knowledge and create meaningful connections as investment management undergoes a time of tremendous transformation.” Membership in the Asset Management Institute is by invitation only. For more information about AMI, please contact Adele Langie. Learn more here: https://lnkd.in/g8VuHwFT #institutionalinvestors #investors #assetallocation #assetmanagement #assetmanagementinstitute

Tomorrow: If you haven’t joined us already, don’t miss the exciting opportunity to hear from Erik Fransson, Executive Director at the Swedish Fund Selection Agency FTN Fondtorgsn?mnden on how his team will navigate the vast universe of managers and narrow down the chosen few. To join us, register via the links below on our fintech platform partner Clade: LP Registration: https://lnkd.in/e2HCQeDT GP Registration: https://lnkd.in/eiA9B8mn Institutional Investor

We are excited to spotlight one of our Most Influential Women in Investment Management Recognitions award recipient. Read Ms. Jenkins’s full interview now: https://spr.ly/6047UtemP Institutional Investor’s Allocator Intel recognizes leaders in the allocator community, acknowledged by their peers, for exceptional leadership in key areas of portfolio construction in the Alpha Edge Recognition Awards. Meredith Jenkins has held her current position at Trinity Church Wall Street, a New York-based endowment valued at $6 billion, for the past eight years. Founded in 1697, the Episcopal congregation utilizes its endowment to support a variety of activities, including a parish of over 1,600 members, outreach initiatives, grant-making efforts, and other ministries that benefit the local community. The grant-making is aligned with four key mission initiatives: addressing housing and homelessness, promoting racial justice, supporting mission real estate development, and fostering leadership development. #iinetworks #allocatorintel #alphaedgeawards #institutionalinvestors #investors #assetallocation #assetmanagement

We are excited to announce the 2025 Retirement Plan Advisor Summit - Central, taking place from March 25-26, 2025, at the Four Seasons Chicago. Learn more now: https://lnkd.in/gBVvm-By Join senior-level executives from leading retirement plan advisor firms for an engaging experience over one and a half days. This Summit will provide a platform to share ideas and address the pressing challenges facing clients and businesses today. Don’t miss this opportunity to connect, collaborate, and innovate with your peers in the evolving retirement plan advisor landscape! Register to secure your spot or learn more about sponsorship for this exclusive industry gathering now: https://lnkd.in/gBVvm-By #institutionalinvestor #retirementplanadvisorsummit #retirementindustry #wealthmanagement

Tomorrow: Don’t miss the opportunity to hear from Erik Fransson, Executive Director at the Swedish Fund Selection Agency FTN Fondtorgsn?mnden, as they embark on becoming one of the world’s largest buyers of funds. Learn how Erik’s team is launching a new mandate allocating €100 billion to the top active and passive managers, globally. Discover what it takes to make your fund stand out in this competitive landscape. To join us tomorrow, register via the link below through our fintech partner platform Clade: LP Registration: https://lnkd.in/eszDEEgK GP Registration: https://lnkd.in/ekdXFCGV

We are excited to spotlight one of our Alpha Generations in Private Equity award recipient. Read Ms. Ngoc’s full interview now: https://spr.ly/6048Utebm Institutional Investor’s Allocator Intel recognizes leaders in the allocator community, acknowledged by their peers, for exceptional leadership in key areas of portfolio construction in the Alpha Edge Recognition Awards. Ngoc Can, CFA currently serves as Senior Director of Co-investments at the Texas Municipal Retirement System (TMRS). At this $40 billion public pension fund in Austin, she manages a $2 billion direct co-investment portfolio and has spearheaded the underwriting of $900 million in private equity, private credit, and co-investment commitments. Recently, Private Equity International recognized her as one of the “40 Under 40: Future Leaders of Private Equity.” #iinetworks #allocatorintel #alphaedgeawards #institutionalinvestors #investors #assetallocation #assetmanagement

We are incredibly pleased to announce our partnership with AP3 Tredje AP-fonden at our upcoming Institutional Investors Nordic Summit on the 4th March 2025 and our Nordic Alternatives and Private Markets Symposium on the 5th March 2025. Together with AP3 Tredje AP-fonden, we will bring together investment industry leaders, financial experts, and innovators at two dedicated events focused on public and private markets. We look forward to sharing knowledge, exploring the latest trends, and discussing strategies as we seek to navigate the changing Nordic investment landscape. To register your interest in attending either event, click the links below: Public markets event - https://lnkd.in/eRzF4iZz Private markets event - https://lnkd.in/eV2qGYh4 Institutional Investor #privatemarkets #publicmarkets #nordicsummit

Reimagining the Multi-Asset Portfolio in a New Investment World https://spr.ly/6046UfLjE Sponsored by Newton Investment Management

Join us for an insightful live webinar, "Unlocking New Horizons: Private Equity's Role in Transforming Wealth Management," on Wednesday, October 23, 2024, at 11:00 AM ET, in partnership with CFA Institute. Register now - https://spr.ly/6042UQg4j As private equity and credit managers look to tap into the $1.4 trillion wealth management market, now is the time to explore the exciting opportunities on the horizon. With projections indicating this market could nearly double in the next four years, what does it mean for wealth managers and their clients? In this webinar, we’ll dive into critical industry questions, including: - What emerging opportunities exist for wealth managers from private equity? - How can firms access best-in-class investments? - What’s the utility of new private equity fund structures for individual portfolios? - Where are the opportunities as private credit and equity continue to converge? This session is worth 1 PL credit for CFA Institute members. Register now to secure your place for this upcoming webinar - https://spr.ly/6042UQg4j #PrivateEquity #WealthManagement #CFAInstitute #InstitutionalInvestor #Webinar #Finance #InvestmentStrategies

Using Automation to Deliver Tax Efficiency https://spr.ly/6048UQmla Sponsored by intelliflo