Investments Institute

In the spirit of protecting the health and safety of our educational program attendees, speakers,
sponsors and supporting staff, the Investments Institute will now transition to a Virtual Event to be held August 18-19, 2020. Register Today

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. 

We look forward to seeing you at next year's Investments Institute, April 12-14, 2021 in Phoenix, Arizona. 
All 2021 program registration will open later this fall.


  • ​Economic Outlook in Today's World
  • Improving Your Asset Allocation
  • Fixed Income in Your Portfolio
  • Equity Investment Landscape
  • DC Plan Investing
  • What to Expect From My Investments During Recessions—Lessons from 2008
  • Real Assets for Your Portfolio
  • Meeting Your Actuarial Assumption
  • Investment and Market Trends in 2020
  • Private Equity
  • Plan Governance—Making Better Decisions
  • ESG and ETI
  • 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.


  • William E. Dahab Managing Director, Principal Dahab Associates
  • John P. Hume, CIMA Vice President and Senior Consultant Segal Marco Advisors
  • William C. Ligetti, Jr. Management Trustee Plasterers and Cement Masons Pension Fund
  • Richard Masur Labor Trustee SAG Pension Plan & SAG-AFTRA Health Plan
  • Kevin J. McCaffrey, CEBS President Teamsters Local 707
  • Jennifer C. Newell, M.B.A., CAIA, CFA President, Managing Senior Consultant Alan Biller and Associates
  • Blake S. Pontius CFA, Director of Sustainable Investing, Global Portfolio Specialist William Blair & Company
  • James Solloway, CFA Chief Market Strategist and Senior Portfolio Manager, Investment Management Unit, Portfolio Strategies Group SEI Investments
  • Ian Toner, CFA Chief Investment Officer Verus Investments


Speakers for the 2020 conference will be announced shortly. Please check back soon.

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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!

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