UPCOMING CONFERENCES

CONFERENCE HISTORY

• March 14th, 2023

• Winter Investment Roundtable Orlando - The True Cost and Benefit of Cash During a High Inflation Environment

  Orlando, FL

  Michael Rosen, Leading Panel

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• June 22nd, 2022

• Institutional Investor Roundtable for consultants and Institutional investors - Inflation, Stagflation, and What Central Banks Might Do

  Chicago, IL

  Michael Rosen, Moderator

• April 6th, 2022

• AIF West Coast Investors' Forum - ESG & Sustainable Investing Panel: Investable Opportunities in Climate Solutions

  Los Angeles, CA

  Michael Rosen, Panelist

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• March 24th, 2022

• ALTSLA - Portfolio Construction: How Allocators are Planning for the Future

  Los Angeles, CA

  Michael Rosen, Panelist

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• December 9th, 2021

• Institutional Investor Festival - Allocator Challenge - Delivering Alpha: Our Best Strategy Ideas Right Now

  Virtual Discussion / Click the READ MORE link to register to attend

  Michael Rosen, Moderator

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• October 26th, 2021

• Global ARC Boston

  Boston, MA

  Michael Rosen, Chair

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• October 5th, 2021

• Institutional Investor Roundtable for Consultants & Institutional Investors 2021 - Delivery Alpha: Our Best Strategy Ideas Right Now

  Four Seasons Hotel, Chicago, IL

  Michael Rosen, Moderator

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• March 18th, 2021

• Could the Pandemic Change Emerging Markets' Track Record?

  Virtual Roundtable

  Michael Rosen, Moderator

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• January 14th, 2021

• 2021 AIF Annual Investors' Meeting

  Virtual Meeting

  Michael Rosen, Moderator

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• December 8th, 2020

• Terra Incognita: 100 Maps to Survive the Next 100 Years

  Webinar

  Michael Rosen, Host & Speaker

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• November 10th, 2020

• At Times Like These: Preparing Your Portfolio – No Matter Which Way the Markets

  Webinar

  Michael Rosen, Moderator

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• September 14th, 2020

• Institutional Investor Endowments & Foundations Annual Roundtable - Is the U.S. Market’s Dominance Coming to an End?

  Virtual Roundtable

  Michael Rosen, Moderator

• August 13th, 2020

• AII & III Roundtable: The Pandemic is Escalating. How Are Hospital Funds Enduring?

  Virtual Roundtable

  Michael Rosen, Moderator

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• June 4th, 2020

• The Black Swan Just Happened. How Do Consultants Envision the Recovery? - Virtual Roundtable

  Los Angeles, CA

  Michael Rosen, Panelist

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• March 2nd, 2020

• 2020 Washington Roundtable - Forget Access and Trade Wars: China Will Soon Be the World's Biggest Economy. What Does This Mean for Liability-Focused Portfolios?

  Watergate Hotel, Washington D.C.

  Michael Rosen, Moderator

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• March 2nd, 2020

• 2020 Washington Roundtable - Are We Really on the Brink of a Recession?

  Watergate Hotel, Washington D.C.

  Michael Rosen, Panelist

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• February 5th, 2020

• Annual Professional Advisors Counsel (PAC) Reception at the Natural History Museum of Los Angeles County

  Los Angeles, CA

  Joshua Rothstein, Co-Host

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• October 22nd, 2019

• Entrepreneur Summit

  San Francisco, CA

  Harry Grand

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• October 15th, 2019

• Roundtable for Consultants & Institutional Investors: What Scares You the Most in Emerging Market Equities?

  Four Seasons Hotel, Chicago, IL

  Michael Rosen, Speaker

• September 28th, 2019

• SoCal Permanente Medical Group Retirement Symposium

  Anaheim, CA

  Howard Perlow, Speaker

• September 16th, 2019

• RIA INSTITUTE

  Marina Del Rey, CA

  Jonathan Foster, Chairman

• June 13th, 2019

• RIA INSTITUTE

  Boston, MA

  Jonathan Foster, Advisory Board & Speaker

• April 1st, 2019

• RIA INSTITUTE

  Chicago, IL

  Jonathan Foster, Chairman

• March 15th, 2019

• INSTITUTIONAL INVESTOR: WEALTH MANAGEMENT IMPACT INVESTING FORUM

  Boston, MA

  Marta Ferro, Advisory Board & Speaker

• March 6th, 2019

• Institutional Investor, Roundtable for Corporate Funds & Insurance Portfolios

  Washington D.C.

  Michael Rosen, Speaker

• March 1st, 2019

• SOCIAL VENTURES PARTNERS: FAST PITCH

  Los Angeles, CA

  Marta Ferro, Co-Chair & Speaker

• October 1st, 2018

• RIA INSTITUTE

  Marine Del Rey, CA

  Jonathan Foster, Advisory Board & Discussion Leader

• September 1st, 2018

• SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP – INVESTMENT SYMPOSIUM

  Anaheim, CA

  Howard Perlow, Speaker / Mark Shone, Speaker

• June 21st, 2018

• UCLA Anderson School of Management, Financial Institutions Seminar on Options, Futures and VIX Index

  Los Angeles, CA

  Alan Adelman, Panelist

• June 12th, 2018

• STORIES OF SUCCESS SERIES: THE VALUE OF IMPACT INVESTING AND STRATEGIC PHILANTHROPY

  Los Angeles, CA

  Marta Ferro, Speaker

• June 6th, 2018

• Institutional Investor, Endowments & Foundations Roundtable

  Boston, MA

  Howard Perlow, Panelist

• June 6th, 2018

• Institutional Investor, Endowments & Foundations Roundtable

  Boston, MA

  Michael Rosen, Speaker

• June 2nd, 2018

• BARRON'S MAGAZINE - IMPACT INVESTING SUMMIT

  San Francisco, CA

  Jonathan Foster, Panel Moderator

• June 1st, 2018

• RIA INSTITUTE

  Boston, MA

  Jonathan Foster, Advisory Board & Panel Moderator

• May 18th, 2018

• BARRON’S MAGAZINE TOP ADVISOR REGIONAL CONFERENCE

  Beverly Hills, CA

  Jonathan Foster, Speaker

• March 20th, 2018

• The Real Estate Mexico California Meeting

  Santa Monica, CA

  Shana Mulkerin, Speaker

• March 7th, 2018

• Institutional Investor Roundtable for Corporate Funds & Insurance Portfolios

  Washington, DC

  Michael Rosen, Speaker

• March 6th, 2018

• P&I Global Fixed Income & Credit Symposium

  Chicago, IL

  Michael Rosen, Speaker

• March 2nd, 2018

• Angeles Investment Advisors, Investment Symposium, "Bear Market (Mis)timing"

  Los Angeles, CA

  Michael Rosen, Speaker

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• January 10th, 2018

• Upfront Summit

  Los Angeles, CA

  Tatijana Janko, Speaker

• November 1st, 2017

• SUPPORTING OUR SECTOR

  Santa Monica, CA

  Marta Ferro, Presenter and Host

• October 1st, 2017

• SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP

  Pomona, CA

  Jonathan Foster / Mark Shone, Speakers

• September 1st, 2017

• RIA INSTITUTE – WEALTH MANAGEMENT IMPACT INVESTING FORUM

  Laguna Beach, CA

  Jonathan Foster / Marta Ferro, Panel Moderators

• June 1st, 2017

• RIA INSTITUTE

  Boston, MA

  Jonathan Foster, Advisory Board & Speaker

• May 4th, 2017

• CFA INSTITUTE - Defining Value in an RIA

  Webinar

  Jonathan Foster, Presenter

• April 1st, 2017

• SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP

  Woodland Hills, CA

  Jonathan Foster / Mark Shone, Speakers

• April 1st, 2017

• RIA INSTITUTE

  Chicago, IL

  Jonathan Foster, Advisory Board & Speaker

• March 14th, 2017

• Women's Private Equity Summit

  Half Moon Bay, CA

  Susan Lee, Speaker

• March 1st, 2017

• CALIFORNIA BANK OF COMMERCE – EXECUTIVE COMP EDUCATION

  Oakland, CA

  Mark Shone, Speaker

• January 26th, 2017

• ConsortiumWEST

  Los Angeles, CA

  Leslie Kautz

• January 12th, 2017

• Ernst and Young Global Hedge Fund Symposium

  Los Angeles, CA

  Michael Burlon, Speaker

• January 10th, 2017

• 2017 Angeles Investment Advisors Foundation Symposium

  Los Angeles, CA

  Michael Rosen, Speaker

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• November 11th, 2016

• 2016 Angeles Independent School Endowment Symposium

  Los Angeles, CA

  Michael Rosen, Speaker

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• October 15th, 2016

• BIVIUM CAPITAL PARTNERS CONFERENCE

  San Francisco, CA

  Leslie Kautz, Speaker

• October 14th, 2016

• Bivium Capital Partners Conference

  San Francisco, CA

  Leslie Kautz

• October 1st, 2016

• RIA INSTITUTE

  San Francisco, CA

  Jonathan Foster, Advisory Board & Speaker

• August 18th, 2016

• eVestment Los Angeles Asset Manager Breakfast

  Los Angeles, CA

  Aaron Azelton

• June 1st, 2016

• Institutional Investor Endowment & Foundation Forum

  Boston, MA

  Michael Rosen, Speaker

• June 1st, 2016

• RIA INSTITUTE

  Boston, MA

  Jonathan Foster, Advisory Board & Speaker

• May 1st, 2016

• RIA INSTITUTE

  Chicago, IL

  Jonathan Foster, Advisory Board & Speaker

• April 14th, 2016

• SBIA Western Private Equity Conference

  Los Angeles, CA

  Susan Lee, Speaker

• March 1st, 2016

• ALTSLA 2016 Conference

  Los Angeles, CA

  Michael Rosen, Susan Lee & Shana Mulkerin, Speakers

• November 12th, 2015

• 2015 Angeles Independent School Endowment Symposium

  Los Angeles

  Thank you to the 22 independent schools that participated in a thoughtful exchange of ideas.

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• October 1st, 2015

• Bivium Capital Conference

  San Francisco, CA

  Peter Stein, Speaker

• October 1st, 2015

• GLOBAL ARC

  Boston, MA

  Peter Stein, Speaker

• October 1st, 2015

• INSTITUTIONAL INVESTOR RIA INVESTMENT FORUM

  San Francisco, CA

  Jonathan Foster, Panelist

• September 1st, 2015

• The Investment Institute

  Charlotte, NC

  Peter Stein, CIO Roundtable

• September 1st, 2015

• Institutional Investor Conference

  Chicago, IL

  Michael Rosen, Speaker

• June 9th, 2015

• Institutional Investor RIA Investment Forum

  Cambridge, MA

  Jonathan Foster, Advisory Board & Speaker

• June 1st, 2015

• Institutional Investor Conference

  Boston, MA

  Michael Rosen, Speaker

• June 1st, 2015

• 2015 LOFT Investors Forum

  Los Angeles, CA

  Susan Lee, Speaker

• May 1st, 2015

• The Investment Institute

  Raleigh, NC

  Peter Stein, Speaker

• April 1st, 2015

• Institutional Investor Roundtable

  Los Angeles, CA

  Peter Stein, Speaker

• April 1st, 2015

• Institutional Investor - Defined Contribution Forum

  Los Angeles, CA

  Michael Rosen, Speaker

• March 1st, 2015

• National Association of Securities Professionals - Private Equity

  Los Angeles, CA

  Susan Lee, Speaker

• March 1st, 2015

• Los Angeles Alternative Investment Conference

  Los Angeles, CA

  Peter Stein & Susan Lee, Speakers

• March 1st, 2015

• UCLA Private Fund Conference

  Los Angeles, CA

  Peter Stein, Speaker

• January 1st, 2015

• Non-Profit CFO Roundtable

  Chicago, IL

  Peter Stein, Speaker

• October 1st, 2014

• Consortium Emerging Manager Conference

  Los Angeles, CA

  Shana Mulkerin & Susan Lee, Speakers

• October 1st, 2014

• ROUNDTABLE FOR CONSULTANTS & INSTITUTIONAL INVESTORS

  Chicago, IL

  Michael Rosen, Speaker

• July 1st, 2014

• GLOBAL ICON INVESTMENT CONSULTANT DIALOGUE

  Boston, MA

  Michael Rosen, Speaker

• July 1st, 2014

• FIXED-INCOME FORUM

  Santa Barbara, CA

  Michael Rosen, Speaker

• June 1st, 2014

• Opus Private Equity

  Los Angeles, CA

  Susan Lee, Speaker

• June 1st, 2014

• RFK COMPASS 2014

  Hyannis Port, MA

  Michael Rosen, Speaker

• April 1st, 2014

• II PUBLIC FUND ROUNDTABLE

  Beverly Hills, CA

  Michael Rosen, Speaker

• March 1st, 2014

• RFK COMPASS 2014

  Half Moon Bay, CA

  Michael Rosen, Speaker

• October 1st, 2013

• INSTITUTIONAL INVESTOR INSTITUTE'S ROUNDTABLE FOR CONSULTANTS

  Chicago, IL

  Michael Rosen, Speaker

• June 1st, 2013

• INSTITUTIONAL INVESTOR INSTITUTE'S ENDOWMENT & FOUNDATIONS ROUNDTABLE

  Boston, MA

  Michael Rosen, Speaker

• June 1st, 2013

• RFK COMPASS

  Hyannis Port, MA

  Michael Rosen, Speaker

• February 28th, 2013

• Financial Times: Investing Beyond Borders–Spotlight on Asia

  Los Angeles, CA

  Jonathan Foster, Panelist

• October 1st, 2012

• INSTITUTIONAL INVESTOR CONFERENCE

  Chicago, IL

  Michael Rosen, Speaker

• October 1st, 2012

• FINANCIAL TIMES INVESTMENT MANAGEMENT SUMMIT

  New York, NY

  Jonathan Foster, Panelist

• October 1st, 2012

• FINANCIAL TIMES INVESTMENT MANAGEMENT SUMMIT

  New York, NY

  Jonathan Foster, Panelist

• September 12th, 2012

• Schwab Institutional: Advisors Transitions Conference

  Dana Point, CA

  Jonathan Foster, Panelist

• September 1st, 2012

• SCHWAB ADVISORS TRANSITIONS CONFERENCE

  Dana Point, CA

  Jonathan Foster, Panelist

• September 1st, 2012

• SCHWAB ADVISORS TRANSITIONS CONFERENCE

  Dana Point, CA

  Jonathan Foster, Panelist

• June 1st, 2012

• INSTITUTIONAL INVESTOR ENDOWMENTS AND FOUNDATIONS ROUNDTABLE

  Boston, MA

  Michael Rosen, Panelist

• June 1st, 2012

• INSTITUTIONAL INVESTOR HEDGE FUND CONFERENCE

  New York, NY

  Michael Rosen, Speaker

• May 1st, 2012

• SACRS

  Lake Tahoe, CA

  Michael Rosen, Panelist

• April 1st, 2012

• RFK CONFERENCE

  Los Angeles, CA

  Michael Rosen, Speaker

• April 1st, 2012

• INSTITUTIONAL INVESTORS PUBLIC FUNDS

  Beverly Hills, CA

  Michael Rosen, Panelist

• March 1st, 2012

• INSTITUTIONAL INVESTOR CONFERENCE

  New York, NY

  Michael Rosen, Speaker

• January 1st, 2012

• FAMILY OFFICE CONFERENCE

  Los Angeles, CA

  Michael Rosen, Speaker