Family Office & Private Wealth Management Forum

Organizer: Opal Group
Dates: 8-10 July 2009
Location: Hyatt Regency Newport, Newport, RI (map)
Agenda & Speakers TBA

From Conference Website: Opal Financial Group’s annual Family Office/Private Wealth Management Forum will return to the Hyatt Regency in beautiful Newport, Rhode Island in 2009. The Forum is Opal’s premier conference for high net worth individuals and family offices in North America. From July 8-10, private investors and money managers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends. More…

Opal Public Funds Summit East

Organizer: Opal Financial Group
Dates: 8-10 July 2009
Location: Newport, Rhode Island (Hyatt Regency Newport, website, map)

From Conference Website: Opal Financial Group’s annual Public Funds Summit East will address issues that are most critical to the investment success of senior public pension fund officers and trustees. The Summit will cover how surplus returns should affect employee benefit plans, the processes for selection and evaluation of investment managers, legal concerns with fund investment and management policies as well as the benefits and pitfalls of a wide variety of investment strategies.  More…

Quant Congress USA

Organizer: Incisive Media/Risk Magazine
Dates: 14-16 July 2009
Location: The Westin New York at Times Square (map)
Agenda & Speakers TBA

From conference website: Quant Congress USA is the leading event for quantitative professionals. The best and brightest will showcase the approaches, models and strategies leading the Quant world through today’s extreme market conditions.

Attend and discover how your peers are mitigating risk and managing portfolio risk to meet business expectations in this challenging climate. More…

P&I Liability Driven Investing Conference- West Coast

Organizer: Pensions & Investments
Date: 15 September 2009
Location: San Francisco
Agenda: TBA
Speakers: TBA

From Conference Website: Liability driven investing isn’t just a catchphrase anymore. The number of pension plans looking to implement LDI strategically continues to rise, as more plan sponsors seek to use information about plan liabilities as the basis for investment decisions. LDI works in today’s pension fund environment because it is designed to reduce the volatility of pension funding status, a key variable that plan sponsors and treasurers seek to manage.  More…

P&I Liability Driven Investing Conference- Southwest

Organizer: Pensions & Investments
Date: 17 September 2009
Location: Dallas
Agenda: TBA
Speakers: TBA

From Conference Website: Liability driven investing isn’t just a catchphrase anymore. The number of pension plans looking to implement LDI strategically continues to rise, as more plan sponsors seek to use information about plan liabilities as the basis for investment decisions. LDI works in today’s pension fund environment because it is designed to reduce the volatility of pension funding status, a key variable that plan sponsors and treasurers seek to manage.  More…

P&I Liability Driven Investing Conference- Midwest

Organizer: Pensions & Investments
Date: 22 September 2009
Location: Chicago
Agenda: TBA
Speakers: TBA

From Conference Website: Liability driven investing isn’t just a catchphrase anymore. The number of pension plans looking to implement LDI strategically continues to rise, as more plan sponsors seek to use information about plan liabilities as the basis for investment decisions. LDI works in today’s pension fund environment because it is designed to reduce the volatility of pension funding status, a key variable that plan sponsors and treasurers seek to manage.  More…

P&I Liability Driven Investing Conference- East Coast

Organizer: Pensions & Investments
Date: 24 September 2009
Location: New York
Agenda: TBA
Speakers: TBA

From Conference Website: Liability driven investing isn’t just a catchphrase anymore. The number of pension plans looking to implement LDI strategically continues to rise, as more plan sponsors seek to use information about plan liabilities as the basis for investment decisions. LDI works in today’s pension fund environment because it is designed to reduce the volatility of pension funding status, a key variable that plan sponsors and treasurers seek to manage.  More…

Institutional Investor Education Benefit Forum

Organizer: Organizer: Opal Group
Dates: 15-16 October 2009
Location: Westin Riverwalk, San Antonio, TX (map)
Agenda & Speakers

From Conference Website: This institutional investor conference will bring together representatives of public, corporate and Taft-Hartley pension funds, as well as individuals and trustees of endowments and foundations, for three days of engaging discussions on a broad range of investment topics, challenges and strategies. A significant portion of the event’s profits will be donated to the Hispanic College Fund and the Thurgood Marshall College Fund. More…

GAIM Plan 2009

Organizer: Institute for International Research
Date: 19-21 October 2009
Location: Marriott Marquis, New York City (map)
Agenda
Speakers TBA

From Conference Website: Evolved from the success of GAIM Fund of Funds, GAIM Plan is the industry’s progressive platform to address the transformation of investing in alternatives to further investors’ goals of capital preservation, portfolio diversification and risk management. More…

Institutional Investor Alpha Hedge Bermuda

Organizer: Institutional Investor
Dates: 26-28 October 2009
Location: The Fairmont Southampton, Bermuda (map)
Agenda
Speakers

From Conference Website: The hedge fund industry is operating in the most challenging global environment in its history. Managers are dealing with unprecedented volatility and the types of risks that have proved difficult to both fully identify and quantify. At the same time, the macro environment has opened up a vista of opportunities for those with the skill, knowledge and experience to exploit those opportunities. More…

P & I Endowments & Foundations Symposium- Midwest

Organizer: Pensions & Investments
Dates: 3 November 2009
Location: Chicago
Agenda & Speakers TBA

From Conference Website: All institutional investors have goals and constraints. Endowments and foundations are no different. However, the challenge of aligning what is often a very broad goal – maximizing total return – with the constraint of less-than-predictable inflows of funds and significant annual program spending commitments can be a dilemma. More…

P & I Endowments & Foundations Symposium- East Coast

Organizer: Pensions & Investments
Dates: 5 November 2009
Location: New York
Agenda & Speakers TBA

From Conference Website: All institutional investors have goals and constraints. Endowments and foundations are no different. However, the challenge of aligning what is often a very broad goal – maximizing total return – with the constraint of less-than-predictable inflows of funds and significant annual program spending commitments can be a dilemma. More…