The APFI is pleased to support the Alts and Institutional Forum Series events hosted by Markets Group. These events provide APFI members important opportunities to meet with peers and managers and stay abreast of best practices and new innovations in our field. As with all APFI supported events, attendance is complementary for APFI members. Note: the institutional series is only available to end investors, and so not all APFI members may be eligible to attend. Contact the Markets Group for more information.
ALTSSV – September 10th – Mountain View, CA
ALTSSV is developed and led by CFA Society San Francisco, CAIA San Francisco and the CalALTS Association. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market. Complimentary for all allocators, 15% discount for all managers by using code APFI15ALTS.
https://www.marketsgroup.org/forums/altssv-2019
ALTSMIA – November 7th – Miami
ALTSMIA is developed and led by the CFA Society of Miami, CAIA Miami and Miami Finance Forum. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market. Complimentary for all allocators, 15% discount for all managers by using code APFI15ALTS. http://alts-miami.com/.
ALTSTX – October 15th– Dallas
ALTSTX is developed and led by the CAIA Association. With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market. Complimentary for all allocators, 15% discount for all managers by using code APFI15ALTS
https://www.marketsgroup.org/forums/altstx-2019
ALTSSEA – September 17th – Seattle
ALTSSEA was developed as a local, investor-centric and educationally focused one day forum on behalf of CFA Society Seattle, CAIA Association, SAIA Association and Markets Group. The purpose of the meeting is to facilitate the dissemination of actionable investor content coupled with supporting the continued development of the alternative investment industry. Complimentary for all allocators, 15% discount for all managers by using code APFI15ALTS
https://www.marketsgroup.org/forums/alts-sea-2019
IF Benelux – 26 September – Amsterdam
The 3rd Annual Benelux Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 75+ staff members, investment officers, board members, and trustees representing the region.
https://www.marketsgroup.org/forums/benelux-institutional-forum-2019
IF UK – 10 October – London
The UK Institutional Forum is an educational initiative designed with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum will bring together 75 investment officers, board members, finance professionals from around the UK and beyond.
https://www.marketsgroup.org/forums/uk-ireland-institutional-forum-2019
IF Nordics – 12 November – Stockholm
The Nordics Institutional Forum – Autumn is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 75 staff members, investment officers, board members, and trustees representing Northern European institutions.
https://www.marketsgroup.org/forums/nordics-institutional-fall-forum-2019
IF Germany – 12 December – Frankfurt
The 3rd Germany Institutional Forum is an educational initiative designed with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The program’s agenda will cover major economic trends, asset allocation and risk management, ESG integration, emerging markets, fixed income and rate hikes, private equity allocation trends, and so on. The forum will bring together 75+ investment officers, board members, finance professionals from around Germany and beyond.
https://www.marketsgroup.org/forums/germany-institutional-forum-2019
IF Great Plains – September 12th – Minneapolis
The 6th Annual Great Plains Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 75+ staff members, investment officers, board members and trustees representing Minnesota, Wisconsin, North Dakota, South Dakota, Nebraska and Iowa.
https://www.marketsgroup.org/forums/great-plains-institutional-forum-2019
IF Southwest – September 20th – Santa Fe
The 5th Annual Southwest Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 75+ staff members, investment officers, board members, trustees and investment consultants representing Arizona, New Mexico, Utah and Nevada.
https://www.marketsgroup.org/forums/southwest-institutional-forum-2019
IF Michigan – October 10th – Lansing
The Michigan Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The program’s agenda will cover pension fund management, smart beta, private equity, global equity, hedge funds, securities litigation, interest rates and the credit cycles, real assets and more. The forum is specially designed to bring together 75+ senior staffs, investment officers, board members and trustees representing the state of Michigan.
https://www.marketsgroup.org/forums/michigan-institutional-forum-2019
IF New England – October 17th – Boston
The 7th Annual New England Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 75+ staff members, investment officers, board members, trustees and investment consultants representing Maine, Vermont, New Hampshire, Massachusetts, Rhode Island and Connecticut.
https://www.marketsgroup.org/forums/new-england-institutional-forum-2019
IF Southeast – October 23rd – Atlanta
The 7th Annual Southeast Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The program’s agenda will cover pension fund management, smart beta, private equity, global equity, hedge funds, securities litigation, interest rates and the credit cycles, real assets and more. The forum is specially designed to bring together 75+ senior staffs, investment officers, board members and trustees representing Georgia, Alabama, Florida, Kentucky, Mississippi, North Carolina, South Carolina, Tennessee, Louisiana, Maryland, Virginia, and West Virginia.
https://www.marketsgroup.org/forums/southeast-institutional-forum-2019
IF Pennsylvania – November 6th – Philadelphia
The 6th Annual Pennsylvania Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together roughly 75 staff members, investment officers, board members and trustees representing the institutional community throughout Pennsylvania. The program’s agenda will cover pension fund management, macro outlook and global asset allocation, fund operational issues, the global equity market landscape, as well as a Roundtable discussion from the region’s leading Chief Investment Officers and more.
https://www.marketsgroup.org/forums/pennsylvania-institutional-forum-2019
IF Texas – November 14th – Austin
The 7th Annual Texas Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together 75+ staff members, investment officers, board members, trustees, and the institutional community representing the state of Texas. The program’s agenda will include global asset allocation, equity markets, fixed income, private markets, real assets, alternative beta strategies, ETFs and CIO management issues.
https://www.marketsgroup.org/forums/texas-institutional-forum-2019
IF California – December 4th – Santa Rosa
The 7th Annual California Institutional Forum is designed to address the informational and educational needs of institutional investors, including public and corporate pension plans, university endowments, charitable foundations, healthcare organizations, insurance companies, consultants, board members and trustees representing California, Nevada, Arizona, Utah, North Dakota, Idaho, and Oregon. It is the 7th installment of the series, formerly known as the Pacific States Institutional Investor Forum.
https://www.marketsgroup.org/forums/california-institutional-forum-2019