March 9-11, Ft. Lauderdale | If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and manage an array of other responsibilities. At DC East, you'll have the chance to gain invaluable insights into how your counterparts are successfully tackling the complexities of retirement plan oversight.
8-9 APRIL | The third edition of the Nordics Pension Fund Tour, brings us to Stockholm in Sweden. Hosting partners for the tour are AP7, PP Pension and a third organisation. The tour, which is by-invitation-only allows for in-depth discussion and sharing of expertise, and the second day Dialogue & Lunch is the ultimate opportunity for networking with local peers and from across the globe.
April 16-17, Chicago | We’ll be in Chicago at an all-new venue that will facilitate even more networking and knowledge exchange over two days. At our April 2024 inaugural conference, we hosted over 200 delegates who engaged in robust discussions on private equity, private credit and strategic portfolio issues. We are committed to maintaining a 1:1 ratio of LPs to GPs this year as we convene again to tackle the challenges that LPs face as they allocate capital to these dynamic and evolving markets.
April 29, New York | Unlocking the Power of Collaboration: Endowments, Foundations, and the Value of Strategic Dialogue - Endowment & Foundation Roundtable. The endowment world is evolving, and so are the strategies for navigating today’s investment landscape. Join top CIOs and investment leaders for an exclusive roundtable designed to inspire and inform.
May 13-14, Toronto | P&I’s long-established retirement plan conference in Toronto – previously called Canadian Pension Risk Strategies – expands its coverage over a two-day event to include plan strategy, asset allocation and risk management for all types of retirement plans – defined benefit pension plans, defined contribution pension plans, and other savings vehicles. It brings together leading allocators – including the Maple 8 — asset managers, policy makers, and financial experts to explore the latest retirement industry trends and regulatory issues.
May 20, New York | Join us for an exclusive discussion for insurance allocators! Away from the noise of larger events, attendees will be together in a closed-door environment with an exclusive group of fellow allocators to share insights around insurance general account portfolio management. Hear directly from your peers on how they are navigating the current macroeconomic landscape by addressing portfolio design while keeping in mind regulatory concerns.
June 10-11, New York | This two-day event, which highlights the plan sponsor viewpoint and is supported by leading industry providers, examines the range of solutions and services that DC plans can consider for participants in the decumulation phase – and highlights best practices being adopted and what’s coming next.
10-11 JUNE | We are back in June in London for the UK Pension Fund Tour visiting 3 leading pension fund organisations. The tour is by invitation only and is welcoming a maximum of 18 guests. The dialogue session welcomes a wider audience and is providing shared learnings, thoughtful debates and ample room for networking.
September 9-10, Dallas | P&I’s Fixed Income & Credit conference will bring together a pan-institutional group of asset allocators to discuss a range of approaches to fixed income across liquid and illiquid markets with an expanded focus on private credit. Whether for income generation, defensive or, increasingly, return allocations, asset owners and industry providers will share their timely and forward-focused strategies.
September 18, Chicago | Pensions & Investments proudly presents the 3rd Annual Influential Women in Institutional Investing (IWII) recognition program, celebrating the extraordinary women making invaluable contributions to the investment industry. These trailblazing allocators and investment managers not only excel in their respective roles but also exemplify a profound commitment to advancing the field of institutional investing.
October 7-8, Chicago | P&I's Pension Derisking conference will discuss all options and take a deep dive into both approaches – hibernation and termination – across a day and a half of sessions with panels, presentations, interactive discussions, and keynotes. Attendees will also access the latest thinking on the global market environment, comparative trends including use of plan surplus, and broader issues in pension derisking.
October 26-28, Pasadena | For over 35 years, DC West has been the go-to event for plan sponsors—and this year is no exception! Join top retirement experts from across the country as they come together to share insights, tackle challenges, and shape the future of retirement plans. Don’t miss your chance to be part of the conversation. We can’t wait to see you there!
4-6 NOVEMBER | The WorldPensionSummit is THE platform for and by pension professionals and the only truly global and networking experience, providing attendees with innovative ideas and strategies. An opportunity to discuss the future of pensions with global thought leaders and get fresh perspectives on how to tackle pension challenges and achieve the provision of sustainable pensions. The Summit offers analysis, insight and ample room for discussion among peers over
two-and-a half days of intensive learning.
November 19-20, Austin | In its third year, Pensions & Investments’ Public Funds Conference will take place in Austin and be the place to hear directly from your public pension peers on topics relating to asset allocation and plan governance. With dynamic session formats and educational content, this event will provide attendees key insights into the most pressing topics facing allocators.
November 13-14, Sacramento | Following a highly successful inaugural event last year, Pensions & Investments’ Public Funds Conference in 2024 will bring together asset owners for a day and a half of unparalleled educational programming and networking. Public pension plan management and governance, investment strategy, asset allocation and risk management will be front and center of the agenda, with lively discussions in an intimate environment.
5-7 November, The Hague | Developed for and by pension professionals, the 15e edition of the Summit provides a truly global learning and networking experience. Attendees will learn innovative ideas and strategies, discuss the future of pensions with global thought leaders and get fresh perspectives on how to tackle pension challenges and achieve sustainable pension provision. The Summit offers analysis, insight and ample room for discussion among peers during 2.5 days of intensive learning.
October 20-22, Pasadena | Join P&I for an exceptional gathering of the nation’s top plan sponsors and distinguished DC industry experts. If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and manage an array of other responsibilities.
October 8-9, Atlanta | Explore derisking strategies for corporate pension plans at our redesigned conference, formerly known as 'Managing Pension Risk & Liabilities.' Dive into hibernation and termination approaches in sessions spanning a day and a half, featuring panels, presentations, and interactive discussions on market trends and broader pension derisking issues.
September 24, Chicago | September 26, New York | This event will bring together a pan-institutional group of asset allocators to discuss a range of approaches to fixed income across the public and private markets. Whether for income generation, defensive or, increasingly, return allocations, asset owners and industry providers will share their timely and forward-focused strategies.
September 12, Chicago | Discover and celebrate the trailblazing women shaping the future of institutional investing! Pensions & Investments proudly presents the 2nd Annual Influential Women in Institutional Investing recognition program where we honor women making waves in the professional investment and retirement market, driving positive change in the industry.
June 18, Chicago | June 20, New York | Join P&I's Retirement Income Conference for a full day of networking and lively discussions as we share options, advice and solutions while attempting to move the needle closer to the adoption of optimal retirement income solutions. Join us in either Chicago or NYC!
11-12 June, London | The third edition of the UK Pension Fund Tour in London is hosted by three local pension funds (Nest, USS and a 3rd organisation).It is an exclusive and By Invitation Only event for asset owners. A 1.5 day of insight to engage in meaningful conversation with your peers from the UK and delegates from around the world. Save the date and asset owners can apply for a seat via this pre-registration link.
June 11-12, Chicago | P&I’s Sustainable Returns conference leverages 8 years of experience producing ESG content for US institutional allocators – and relaunches with a focus on sustainable investing for the long term. Asset owners continue to look at long-term trends from a climate and societal angle while managing governance and investment risk. This conference will be suited to investors looking to establish or evolve a practice around sustainability, from the perspective of both alpha generation and risk management.
May 14, Toronto | With many Canadian pension funds seeing increases in funded status off the back of interest rate gains, and with the expectation that central banks will keep rates close to the top or start reversing in 2024, they are focused on locking in funded status gains by reassessing fixed income allocations and improving diversification. With annuity purchase discount rates moving higher, plan sponsors are exploring derisking paths – both via pension risk transfers and improved LDI hedging.
May 7, New York | Join us for an exclusive discussion for insurance allocators! Hear directly from your peers on how they are strategically navigating the current macroeconomic landscape, addressing portfolio design, asset allocation shifts, and key regulatory concerns.
April 9-10, Chicago | Pensions & Investments has a proven track record of delivering the most relevant content to attract LPs from across the institutional landscape. Leveraging that expertise, our 2024 Private Markets Conference will focus on the evolving conversations within the dynamic world of private alternatives investing.
9-10 April, Copenhagen | The Nordics Pension Fund Tour is hosted by three pension organizations in Denmark. We are most excited to start our tour with a visit to ATP's office in Hillerød, just like last year. The second edition of the tour is again exclusively for asset owners, By Invitation Only and is an opportunity to make real connections with local Danish organizations and delegates from around the globe.
March 10-12, Orlando | Join P&I for an exceptional gathering of the nation’s top plan sponsors and distinguished DC industry experts. If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and more. At DC East, you'll have the chance to gain invaluable insights into how your counterparts are successfully tackling the complexities of retirement plan oversight.
December 12, New York | This event will look at The Future of Asset Management and focus on the issues that impact the total firm including talent management and succession planning, the impacts of generative AI, growing your business in concentrated markets, DE&I and much more. Don’t miss the chance to learn directly from senior leaders in this space through one-on-one conversations, panel discussions and original research.
November 14, Chicago | November 16, New York | P&I’s Fixed Income & Credit Series will discuss how asset owners can take advantage of the new environment we find ourselves in to refine their overall strategies and avoid potential risks.
October 22-24, Omni La Costa, San Diego | Learn proven techniques for increasing employee engagement and improving participant outcomes. Connect and engage with your peers. Get inspired by the Innovative Award winners.
10-12 OCTOBER 2023 | WorldPensionSummit is THE global platform 'for and by' pension professionals. We discuss the long-term components of vital ‘pension cross-roads’. The 14th edition is taking place in The Hague, The Netherlands and is your source for global learnings, networking and inspiration. Learn from peers from across the globe!
October 10-11, JW Marriott Atlanta, Buckhead | The event will bring together peers to discuss current challenges and best strategies to overcome them. How plan sponsors navigate the coming year of inflation, central bank tightening and high valuations will go a long way in determining their long-term outlook.
September 19-20, Scottsdale | P&I’s Public Funds Conference will bring public pension executives together for exclusive, educational programming on portfolio construction, asset allocation opportunities and governance that work together to meet target benchmarks and serve the needs of plan participants.
September 14, The Fairmont Chicago, Millenium Park | Pensions & Investments is launching ‘Influential Women in Institutional Investing,’ a recognition program for women who are having an outsize impact on the professional investment and retirement market as well as driving positive change.
June 13, Athletic Club Chicago | June 15, @ease 1345 Avenue of the Americas, New York | Learn about the latest regulatory updates including SECURE 2.0, innovative options, wish lists, and how plan sponsors can best move forward to interweave solutions into their plan.
13-14 JUNE 2023 | The UK Pension Fund tour in London is hosted by three partners: Nest, Railpen and Church of England. Asset Owners are invited apply for a seat on the bus to join this exclusive tour for a full day of insight and to engage in a meaningful conversation with your peers from around the world.
May 23, 2023, Shangri La, Toronto | This event provides pension plan sponsors with practical, real-world information for decision-making, planning, and implementing the risk management strategies that best fit their pension plan. Our panels will cover various risk management strategies from hibernation to re-risking to pension risk transfer considerations.
18-19 APRIL 2023 | The Nordics Pension Fund tour is hosted by three partners in the Denmark: ATP, PensionDanmark & PFA AM. Asset Owners are invited apply for a seat on the bus to join this exclusive tour for a full day of insight and to engage in a meaningful conversation with your peers from around the world.
April 11-12, London House, Chicago | More institutional allocators today use ESG to manage risk and pursue alpha opportunities in their investment process. P&I’s ESG Investing Conference will deepen the conversation on how allocators are integrating ESG factors via several approaches and target outcomes.
March 12-14, Ritz Carlton, Orlando | If you’re managing a DC plan, you need to stay steps ahead of ERISA policy changes, fiduciary responsibilities, plan administration updates and countless other duties. DC East provides opportunities to learn about how your peers are meeting the challenges of retirement plan management.
P&I’s Future of Work will feature senior executives from leading asset management firms discussing how they are advocating for progress across the financial services industry from talent management to technology’s impact on the way we do business in panel discussions and keynote presentations.
Inflation, monetary policy, volatility, and a potential recession are just some of the pressures affecting an institutional fixed income portfolio. This series will give attendees practical TIPS and investment strategies to manage fixed income & credit allocations.
At this year’s Pensions & Investments’ 16th Annual Global Pension Symposium attendees will gain critical knowledge on how to navigate the challenges ahead, as experts from around the globe join together in Tokyo, November 16-18, 2022.
2-4 NOVEMBER 2022 | Pensions & Investments WorldPensionSummit is THE global platform 'for and by' pension professionals. We discuss the long-term components of vital ‘pension cross-roads’. The 13th edition is themed 'Optimising the Transition' and is your source for global learnings, networking and inspiration. Learn from peers from across the globe!
Back for our forth successful year, our all-inclusive OCIO conference will address the ‘why’ and the ‘how’ of the model and will share best practices on how to implement, evaluate, benchmark and evolve for the best outcomes. Register Now to be a part of this exciting conversation.
Learn proven techniques for increasing employee engagement and improving participant outcomes. Connect and engage with your peers. Get inspired by the Innovative Award winners. All at P&I’s DC West Conference, October 23-25, 2022.
The event will bring together peers to discuss current challenges and best strategies to overcome them. How plan sponsors navigate the coming year of inflation, central bank tightening and high valuations will go a long way in determining their long-term outlook.
Join Lord Abbett and Pensions & Investments in an engaging discussion on the role of momentum in equity portfolios and how it can benefit broader asset allocations for pension plans.
P&I's Retirement Income Conference will highlight and discuss new options and what could be on the horizon and how to best interweave solutions to your plan. Hear how other plans have introduced new components and refreshed their plan design to meet the needs of a changing workforce.
Plan sponsors listen up! First – the bad news you already know: Persistent inflation is leading to central bank tightening, rising interest rates, and a potential downturn in economic growth. Portfolios have repriced in painful fashion this year, reflecting the new uncertainties.
21-22 JUNE 2022 | Optimising the transition to DC
The UK Pension Fund tour is hosted by three partners in the UK: Nest, USS and Royal Mail. Each presenting a unique view on Defined Contribution solutions. Sharing their knowledge on effective strategies to target and engage participants, reflect on auto enrolment, portfolio construction and cutting edge plan design in an effort to deliver better retirement outcomes for their participants. Asset Owners are invited apply for a seat on the bus to join this exclusive tour for a full day of insight and to engage in a meaningful conversation with your peers from around the world.
P&I's Canadian DC conference will address the many issues and opportunities facing the growing market. We’ll span the various components integral to driving success, including participant communication and education, investment lineups and driving participation.
The Canadian Pension Risk Strategies Conference provides pension plan sponsors with practical, real-world information for decision-making, planning, and implementing the risk management strategies that best fit their pension plan. Our panels will cover various risk management strategies from hibernation to re-risking to pension risk transfer considerations.
P&I's Alternatives Investing Conference will discuss the totality of portfolio construction from asset allocation to benchmarking and will help attendees better manage the risks and identify the opportunities that these vehicles can present.
P&I’s DC Investment Lineup Conference will provide plan sponsors with the latest information, tools, and access to the expertise they need to meet their plan’s objectives and help their participants achieve a secure retirement.
P&I’s ESG Investing Conference will see institutional allocators discuss practical ways they are implementing ESG strategies across their portfolio to meet a variety of different needs and risk profiles.
Learn the latest on employee engagement and what is driving the best outcomes in the defined contribution market from thought leaders in the industry. Connect and engage with your peers. Be inspired by the Eddy winners. All at P&I’s DC East Conference, March 13-15, 2022.
A discussion on modernizing your equity allocation during today’s complex economic environment. How can innovation investing lead to alpha and optimal capital efficiency over the long-term horizon?
Pensions & Investments’ Best Places to Work is the industry’s first event of its kind where top executives from the leading asset management firms gain in-depth peer driven insight on cultivating the best place to work.
This event will survey the fixed income market from triple A to Z with thought leaders tackling the major questions that face investors as they look to get more out of their fixed income allocations.
Back for our third successful year, our all-inclusive OCIO conference will address the ‘why’ and the ‘how’ of the model and will share best practices on how to implement, evaluate, benchmark and evolve for the best outcomes.
From the great lockdown to what is expected to be the “great rebound” we are in the midst of transition as America slowly gets back to the workplace…and to live, in-person events.
The Canadian Pension Risk Strategies conference provides pension plan sponsors with practical real-world information for decision-making, planning and implementation of the risk management strategies that best fit their pension plan.
P&I’s Managing Pension Risk and Liabilities series will bring together peers to discuss top challenges and the best strategies to overcome them.
P&I's Emerging Markets Virtual Series will tackle these questions and provide an update on trends, where the opportunities and challenges are, and what are the best methods for accessing specific markets for the true long-term investor.
Our faculty of plan sponsors and advisers will explore, share tips and debate the current strategies of how to plan for a lifetime of guaranteed income during retirement and what factors may further impact savings.
Private Markets Virtual Series will allow asset owners and managers to connect in a meaningful way to address the challenges and uncover the opportunities in this enticing and exciting space.
This virtual event will see institutional allocators discuss practical ways they are implementing ESG strategies across their portfolio.
DC Investment Lineup will continue to provide plan sponsors with the latest information, tools, and access to the expertise they need to meet their plan’s objectives and to help their participants achieve a secure retirement.
Join P&I for the industry’s premier educational virtual event that features the latest trends and best practices including legislation, regulation, plan compliance, plan design, and the newest in investment products and strategies.
12-14 OCTOBER 2021 | Join peers from around the world to debate, discuss and design a future where institutional investors don’t just push for change, they make it happen. With topics spanning confrontation of the climate crisis, reconfiguring outcome-based retirement systems, increasing use of technology, aligning investment interests and making capital markets work for all – WorldPensionSummit 2021 will equip, inform and encourage you to power the change you want to see.
19-23 OCTOBER 2020 | Pensions & Investments WorldPensionSummit is THE global platform 'for and by' pension professionals. We discuss the long-term components of vital ‘pension cross-roads’ during this virtual experience co-hosted by the city of The Hague.
22-24 OCTOBER 2019 | The 2019 October program in The Hague will focus on ‘Shifting Powers + Sustainable Investment: Separating the signal from the noise’. Both in plenary sessions and dedicated tracks of choice we discuss the long-term components of vital ‘pension cross-roads’. Pensions & Investments WorldPensionSummit is THE global platform 'for and by' pension professionals.