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February 2018

12th Annual Alternative Investment Consultants Summit

February 22 @ 11:00 am - 12:30 pm
The Stamford Marriott Hotel & Spa, 243 Tresser Boulevard
Stamford, CT 06901 United States
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Research Director - Global Hedge Fund Strategies and Capital Markets, Anthony Novara, CFA, will speak on Hedge Fund Strategies to Protect Assets in Downtown Markets at Investment Management Institute's 12th Annual Alternative Investment Consultants Summit on February 22nd in Stamford, CT.

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Institutional Investor Forums: 9th Annual Global Real Assets Investment Forum

February 27 @ 8:00 am - 8:30 am
Four Seasons, Austin, 98 San Jacinto Blvd
Austin, TX 78701 United States
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Regional Director, Senior Consultant, Jeff Barrow, CIMA®, will be the leading the session on Benchmarking Surveys at Institutional Investor's 9th Annual Global Real Assets Investment Forum in Austin, Texas on February 27th.

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March 2018

2018 NBOA Annual Meeting

March 6 @ 8:45 am - 10:00 am
Gaylord Opryland Resort & Convention Center, 2800 Opryland Dr.
Nashville, 37214 United States
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Senior Consultant, Ahmed Farruk, CIMA®, AIF and Senior Consultant, Joe Syron will speak about Serenity Now! A Seinfeld Spin on Sustainable Endowment-Spending Policies at the 2018 NBOA Annual Meeting in Nashville, TN on March 6th.

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P&I’s Global Fixed Income & Credit Symposium – Chicago

March 6 @ 3:00 pm - 4:00 pm
Gleacher Center, 450 N Cityfront Plaza Dr.
Chicago, IL 60611 United States
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Research Director - Global Public Markets, Brad Long, CFA, will be moderating the panel Opportunities and Risks in Emerging Market Debt at the Pensions & Investments: Global Fixed Income & Credit Symposium on March 6th in Chicago.

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P&I’s Global Fixed Income & Credit Symposium – New York

March 8 @ 3:00 pm - 4:00 pm
The Princeton Club, 15 W 43rd St
New York, 10036 United States
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Principal, Executive Research Director, Matt Porter, CIMA® will be moderating the panel Opportunities and Risks in Emerging Market Debt at the Pensions & Investments: Global Fixed Income & Credit Symposium on March 8th in New York.

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IvyFon Family Office Trends Seminar

March 9 @ 9:00 am - 10:30 am
Gardere, One American Center - 600 Congress Ave # 2900
Austin, TX 78701
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Regional Director & Senior Consultant, Jeff Barrow, CIMA®, will be moderating the Energy panel at the IvyFon Family Office Seminar on March 9th in Austin.

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2018 Thrivent Premier Practices Academy

March 13

Principal, Chad Tisher and Financial Institutions Practice Leader, Senior Consultant, Joe Cortese, will speak on Positioning as a Wealth Manager: Investment Advisory Best Practices at the 2018 Thrivent Premier Practices Academy in Memphis on March 13th.

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Markets Group: 5th Annual Central States Institutional Forum

March 20 @ 3:20 pm - 4:00 pm
Hyatt Regency at The Arch, 315 Chestnut Street
St. Louis, MO 63102
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Research Director – Global Hedge Fund Strategies & Capital Markets, Anthony Novara, CFA, will be moderating the panel Strategic Asset Allocation at the Markets Group: 5th Annual Central States Institutional Forum on May 20th in St. Louis.

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April 2018

Investment Management Institute’s 35th Annual Consultant Congress 

April 11 @ 2:00 pm - 3:00 pm
Ambassador Chicago Hotel, 1301 N State Pkwy
Chicago, IL 60610
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Research Director – Global Hedge Fund Strategies & Capital Markets, Anthony Novara, CFA, will speak on the topic why Alternatives need to be in Institutional Portfolios at the Investment Management Institute's Consultant Congress on April 11th in Chicago.

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Pensions & Investments: 401(k)/403(b) Investment Lineup (Chicago)

April 12 @ 9:30 am - 10:30 am
The Standard Club, 320 S. Plymouth Court
Chicago, IL 60604
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Principal, Senior Consultant, Jim Jensen, will moderate the panel What You Don't Know Can Hurt You: Governance and the Evolving Role of DC Plan Sponsor Fiduciaries at P&I's 401(k)/403(b) Investment Lineup conference on April 12th in Chicago.

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