The Investment Institute
Bringing Investment Professionals Together for Face-to-Face Discussions & Debate
The Investment Institute (TII) is committed to providing a unique educational and networking platform for senior investment decision- makers from leading endowments, foundations, pensions funds, single family offices (SFOs), multi-client family offices (MFOs), RIAs, consultants, outsourced CIO firms, asset management firms and other financial institutions. The Investment Institute is dedicated to educating its participants on the latest developments and trends in the financial marketplace through high level programming and was created to bring investment professionals together for conversation, debate, problem-solving and networking. Our distinguished speaker faculty, panelists and facilitators have the expertise and knowledge to present various educational topics on the current economic environment and are very familiar with the perspectives of both the individual and institutional investor. The Investment Institute has designed a series of programs (Winter, Spring and Fall Forums) representing high-level strategic sessions including interactive panel discussions and keynote presentations led by visionaries in our industry. Our forums will provide further opportunities to strengthen relationships with colleagues and sharpen the understanding of critical factors in both long and short-term investing.