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Investments Institute

Monday, March 13 - Wednesday, March 15, 2017
Arizona Biltmore, Phoenix, AZ
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Conference begins in:


From current global conditions to the impact of the presidential election on retirement plans and upcoming industry trends, many factors impact the investment decisions you make for the employee benefit plans you represent. The Investments Institute will bring you up to date on these issues and more while providing the knowledge you need to make sustainable decisions for the future.


  • Global Economic Outlook
  • Models for Pension Investment Decision Making: Discretionary vs. Traditional
  • Equity Investing
  • Fixed Income: Risk Reducer or Income Generator?
  • Social Security
  • Asset Allocation
  • Crisis-Risk Strategies
  • The Shark Tank: Investing in Private Market Assets
  • Real Estate Investments
  • Rational Decision Making
  • Emerging Markets
  • Ask the Experts ​           

The educational content provided at this conference was excellent and timely.

James Tilling Ohio Public Employee Retirement System

​Benefits of Attending

  • Learn from highly regarded experts in the field of investing.
  • Network with peers who are facing similar challenges​.
  • Hear current perspectives on the global economy.
  • Discuss your fund's strategies with trustees from other funds.
  • Take advantage of the intimate learning environment and get your specific questions answered.

Who Should Attend

The Investments Institute is designed for experienced individuals involved in setting investment policy for both defined benefit and defined contribution retirement plans, including:

  • Trustees
  • Administrators and staff
  • Corporate officers and executives
  • Finance personnel.

​​Featured Speakers​​​​​​​​​​

​​David M. Lebovitz
Vice President, Global Market Strategist
J.P. Morgan Funds 

​​Claire Hill

Professor and James L. Krusemark Chair in Law​
University of Minnesota Law School

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Continuing Education

​Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.
For additional information, visit our continuing education (CE)​ web page.

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 1/30/2017 US $1,445.00 US $1,775.00
After 1/30/2017 US $1,745.00 US $2,075.00