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Upcoming

Consultants & Institutional Investors Roundtable 2026

Consultants & Institutional Investors Roundtable 2026 is an organiser-published meeting designed around the research, governance and portfolio decisions made by institutional asset owners and other professional allocators.

Investment consultingAsset allocationManager researchInstitutional allocatorsPension fundsEndowments and foundationsFamily offices

About this event

Institutional Investor is pleased to welcome back our flagship consultants forum for candid conversation, deep analysis, and peer-to-peer exchange. The investment landscape continues to evolve at a historic pace. The sustained higher‑rate environment is reshaping asset allocation frameworks and exposing new fault lines across global markets. Innovation—powered by rapid advancements in data, automation, and AI—is accelerating structural change across industries and portfolios. Meanwhile, geopolitical realignments and shifting trade relationships are redefining global connectivity and ushering in a more complex, regionally driven economic order. Against this backdrop, the ability to interpret, adapt, and engage has never been more critical. Join us this October for forward‑looking insights from leading practitioners, practical guidance for navigating today's uncertainty, and meaningful dialogue with peers who are confronting the same challenges and opportunities.

Source: organiser materials

Organiser-published details

Source: organiser public event page Retrieved:

Featured speakers

NameSeniorityFirm / organisation
Joe AguilarSenior Vice President, Chief Investment OfficerMarket Street Trust Company
Karin AndersonSenior Director, Credit Manager ResearchWTW
Jim CallahanPresidentCallan LLC
James ChallenChief Executive OfficerLCG Associates
KC ConnorsChief Consulting Officer and Head of Strategic Growth & EngagementNEPC
Heather DeGarmoHead of Product Management & IR for Ares Systematic CreditAres Systematic Credit
John DelaneyU.S. Chief Investment OfficerWTW
Clay DruryChief Investment OfficerNorth Star Investments, Inc.
Chirag GandhiPortfolio Manager - Fixed IncomeNorth Dakota Retirement and Investment Office
Dan GranaSenior Investment DirectorUniversity of Iowa Foundation
Jeremy James HeerManaging Director, Investment Research and EngagementUniversity of Illinois Foundation
Trevor JacksonManaging DirectorAksia, LLC
Ryan JohnstonSenior Analyst - Funds AlphaState of Wisconsin Investment Board
Nathaniel KelloggPresidentMarquette Associates
Stephen McCaffreySenior CounselNationalgrid
Daniel MegesChief Economist/Senior Managing Director - ResearchClearstead
Cameron MockExecutive Director & Chief Investment OfficerLaborers' & Retirement Board Employees' Annuity & Benefit Fund of Chicago
Brady O'ConnellManaging DirectorCliffwater LLC
John PearceEquity Portfolio Manager - Internal ManagementIllinois Municipal Retirement Fund
Michael RosenChief Investment OfficerAngeles Investment Advisors LLC
Michael SchlachterChief Investment OfficerState Universities Retirement System of Illinois
Ian TonerPartner, Institutional ConsultingCerity Partners
Reed Van GordenManaging Director, Head of OriginationDeerpath Capital Management
Bryan WardSenior Partner, Head of U.S. InvestmentsAon Investments USA Inc.

Audience

Institutional allocators, Pension funds, Endowments and foundations, Family offices.

Why it may matter to an LP

The allocator value lies in comparing portfolio practice with peers, testing investment assumptions and identifying questions that merit deeper work after the event, rather than treating attendance as a substitute for diligence.

Connect market views to a portfolio decision

A useful allocation event helps an investor link broad views on private markets to pacing, manager count, liquidity and the practical limits of the overall portfolio.

  1. 01

    Set the portfolio question or allocation decision you want the event to inform.

  2. 02

    Prioritise allocator peer sessions and meetings that match your mandate.

  3. 03

    Confirm the current programme, eligibility and registration terms with the organiser.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

Frontierspace Ventures is not affiliated with this event unless expressly stated.

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