Investments Institute

Monday, April 8 - Wednesday, April 10, 2019
Arizona Biltmore, A Waldorf Astoria Resort, Phoenix, AZ

2019 Brochure

Concerned about reaching your investment’s full return? The Investments Institute addresses opportunities in global market trends, identifies alternative investment options and uncovers key questions that will help enhance your fund’s investments. 

Offering intermediate- to advanced-level education, the Investments Institute will arm you with the knowledge needed to make important decisions regarding financial longevity. Class size is limited— Register today!

2019 Topics

Here is a preview of the sessions you will find at Investments Institute.

  • ​Global Economic Outlook
  • The Complexity of Asset Allocation
  • Topical Equity Investing
  • Fixed Income in a Changing Environment
  • Real Estate
  • Alternative Investments to Consider for Your Fund's Portfolio
  • Private Markets
  • Infrastructure Investing
  • Behavioral Biases and Decision Making
  • Comparison Case Study
  • Defined Contribution Investment Options
  • Social Security and Retirement Landscape in 2019
  • 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.


Speakers will be announced soon.

​​2019 Featured Speakers​​​​​​​​​​

Bob BrowneExecutive Vice President/
Chief Investment Officer 
Northern Trust
Chicago, IL

Ian W. Jones

Senior Consultant
AndCo Consulting Buffalo, NY 

Annie Taylor, CFA
Managing Director and
Senior Consultant
El Segundo, CA

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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 Compliance credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 2/25/2019 US $1,515.00 US $1,845.00
After 2/25/2019 US $1,815.00 US $2,145.00