The Roundtable for Consultants & Investors brings together representatives from the major consulting firms with institutional investors and members to discuss investment management and asset allocation issues of common concern. The two and one-half day meeting examines cutting-edge topics from the perspectives of each fiduciary group.
At this one-day roundtable, corporate and public plan sponsors with come together with asset managers and
benefits consultants to analyze emerging retirement plan structures and determine how each of the players can
best respond to the new retirement plan environment. Workshops and informal discussion groups will ensure an
interactive, productive exchange of ideas.
This is our annual Roundtable exclusively for corporate pension plan sponsors and Forum/Institute members. It provides members an excellent opportunity to develop and enhance relationships, and educate themselves on current concerns of corporate plan sponsors.
Senior administrators and seasoned trustees from the public employee pension fund community meet Institute members for a two and one-half day meeting examining front-burner investment management topics, plan administration concerns, and public policy issues.
This two and one-half day Roundtable is the first and longest running national meeting dedicated to the endowment and foundation community. Members meet senior investment officers from the nation’s largest endowments and foundations in this Roundtable devoted exclusively to their special investment and spending policy concerns.