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International Foundation of Employee Benefit Plans

Investments Institute

Apr 27—29, 2020
3 days
Phoenix, Arizona, United States
USD 2180
USD 726 per day

How it works


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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.


  • 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

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.


Bob Browne, Executive Vice President and Chief Investment Officer for Northern Trust. He is a member of Northern Trust's Operating Group, reporting directly to the Management Group. Mr. Browne is also a co-manager for the Northern Global Tactical Asset Allocation Fund. Mr. Browne chairs the firm...
Mr. Jones joined AndCo Consulting (formerly The Bogahn Group) in July 2014, where he serves as a senior investment consultant to TaftHartley and jointly trusteed benefit plans. He has over 30 years of institutional investment consulting and investment management experience working for firms inclu...
Ms. Taylor joined Verus in 2003 as a performance analyst in the Seattle office. She moved to the Los Angeles office in 2005, where she now provides a broad range of consulting services to Verus’ clientele. She is a Taft-Hartley specialist with more than 15 years of experience consulting to define...


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Detailed Description

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