Investments Institute

Monday, April 9 - Wednesday, April 11, 2018
Naples Grande Beach Resort, Naples, FL

From current global conditions to alternative investment strategies, pension projections to currency fluctuations, many things must be considered to ensure your investments reach their return. Offering mid-to-advanced level sessions, the Investments Institute will provide the knowledge and solutions needed to secure the longevity of your plans.  


  • ​Global Economic Outlook
  • Asset Allocation
  • Understanding Currency Fluctuations
  • Advanced Concepts in Fixed Income - Part I
  • Advanced Concepts in Fixed Income - Part II
  • Social Security
  • ​Maximizing Your Participant-Directed DC Plan Potential
  • Equity Investing
  • What to Know About Alternative Investments
  • Alternative Investments - Private Credit and Private Equity
  • Investment Strategies: Implementation
  • Taking Lessons from Behavioral Finance
  • 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​​​​​​​​​​

Jennifer L. Vail
Chief Investment Officer
U.S. BankPortland, Oregon

Jeffrey M. Covell, M.S., CFA

Director of Consulting
Alan Biller and Associates Washington, D.C. 
Jennifer Mink
Partner, Senior Consultant
Investment Performance Services, LLC
Philadelphia, Pennsylvania

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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 2/26/2018 US $1,485.00 US $1,815.00
After 2/26/2018 US $1,785.00 US $2,115.00