New York

CFA Institute / EDHEC-Risk Advances in Asset Allocation Seminar- New York


CFA Institute / EDHEC-Risk

Jointly organised by CFA Institute and EDHEC-Risk Institute, the Advances in Asset Allocation Seminar takes stock of the latest research industry trends and research advances and clarify the distin

Commodities & Precious Metals Investment Summit 2011

Wed, 16/02/2011 (All day)

iGlobal Forum’s Commodities and Precious Metals Investment Forum 2011 due to take place on February 16th, 2011 in New York is designed for high-end investors interested or currently invested in the commodities and precious metals markets. The summit is going to entail thought-provoking panel discussions from top notch speakers as they bring the latest news and insights on gold, energy, agricultural, global currency and more. The Forum will gather pension fund managers, hedge fund managers, ETF issuers and marketers, high-net worth individuals, index providers, financial advisors and consultants, broker dealers, and registered investment advisors.

Over the past few years, commodities and precious metals have been increasingly recognized as an effective and perhaps necessary tool for diversification.  In a post-recession and a slow growi

Trust, Tax & Estate Planning Forum

Mon, 07/03/2011 (All day)

This conference is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals. This forum will address issues relevant to family offices and those who support their day to day operations. The forum will bring together representatives of family offices, non-discretionary consultants, attorneys, accountants, life insurance firms, trust companies, investment banks, estate and tax planners, actuarial firms, life settlement companies, hedge funds, private equity firms, real estate firms, and financial planners.

A part of the Private Wealth Series, Opal's Trust, Tax, and Estate Planning Forum is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals.

Investment Consultants Forum

Mon, 07/03/2011 (All day)

This conference provides a unique environment for developing dialogue between plan sponsors, managers and consultants. The role of the institutional consultant is more important than ever in making investment decisions, often being asked to take on more than just the evaluation of investment managers. This event will feature panel-driven discussions focused on specific investment techniques of fixed income and hedge fund managers, the evolving role of institutional consultants, the manager evaluation process, transition management, investing in global markets, and more.

Opal Financial Group's Investment Consultants Forum provides a unique environment for developing dialogue between plan sponsors, managers and consultants.

UCITS Opportunities for Fund Managers

Wed, 30/03/2011 (All day)

30 - 31 March 2011

Don’t miss out on this crucial discussion where your industry peers – and competitors! – will be finding out all they need to know to increase their AUM. Register today and enjoy New York in the spring!

Undertakings for Collective Investments in Transferable Securities, or UCITS, offer investors much-desired liquidity and transparency but very few U.S.

2nd Annual Active-Passive Investor Summit

Mon, 28/02/2011 (All day)

The Active-Passive Investor Summit generates dynamic discussion amongst the largest, most prolific activist investors, passive investors, board directors, CEOs, proxy advisors, activist lawyers and others concerned with corporate governance and shareholder activism. This one day forum provides first hand perspectives for education and debate. In 2010, top activists, such as Barry Rosenstein (JANA Partners), Bill Ackman (Pershing Square) and Jeff Ubben (ValueAct) talked openly with our audience of institutional investors and answered questions regarding their strategy. Sessions led by leading institutional investors such as BlackRock, TIAA-CREFF, CalSTRS and the New Jersey Investment Council addressed the evolving role and impact of active shareholders. Join us in 2011 for this timely and relevant forum.

The Active-Passive Investor Summit generates dynamic discussion amongst the largest, most prolific activist investors, passive investors, board directors, CEOs, proxy advisors, activist lawyers and

ETF & Indexing Investments USA 2011

Mon, 16/05/2011 (All day)

16 - 18 May 2011

ETFs & Indexing Investments USA is the USA’s number one institutional investment focused ETFs conference. It is a two day strategic conference and with a pre-conference asset allocation focus day. The conference features senior investors from key pensions, endowments, foundations, hedge funds, private banks and asset managers assessing ETF & Indexing opportunities alongside key ETF issuers, brokers, market makers and exchanges.

Are you ready to seize the biggest opportunities ETFs have to offer? Register before February 26th and save $900.

ETFs & Indexing Investments USA focuses on strategy and innovation in reviewing ETF products across different asset classes and markets to achieve positive returns and portfolio diversification

Global Private Equity

Thu, 17/02/2011 (All day)

IQPC’s Global Private Equity Summit taking place February 17-18, 2011 in New York City will bring together thought and practice leaders in the industry to share best practices and their keen insight by critically exploring regulation, emerging markets, noteworthy trends and other critical issues facing the private equity industry.

This event brings investors from Corporate and Public Pension Plans, Institutional Investors from Foundations and Endowments, Private Equity

The Emerging Markets Summit

Wed, 26/01/2011 (All day)

The Emerging Markets Summit taking place January 26-27, 2011 in New York City, will be your opportunity to hear from a speaker faculty made up of buy-side experts with extensive experience in each of the major emerging market growth areas. Plus, attendees will gain the necessary research tools for each emerging region and share in the expertise from international regulatory experts.

Topics to the Emerging Markets Summit include:
• A discussion of the biggest challenges in emerging market venture investing

Emerging Markets Summit 2011: BRIC & Beyond

Wed, 19/01/2011 (All day)

iGlobal Forum’s Emerging Markets Summit 2011: BRIC and Beyond will explore lucrative new opportunities for institutional investors in emerging markets—including the BRIC countries of Brazil, Russia, India and China as well as new markets such as Malaysia, Indonesia, Turkey, Africa, and Chile among others. The Summit will be the perfect platform to network with leading institutional investors, asset and portfolio managers, private equity and hedge fund managers, and government and political advisors.

iGlobal Forum’s Emerging Markets Summit 2011: BRIC and Beyond will explore lucrative new opportunities for institutional investors in emerging markets—including the BRIC countries of Br

Upcoming events

Upcoming training

Mon, 12/05/2014 (All day) - Dubai
Tue, 13/05/2014 (All day) - Dubai