March 12-13, 2023

Sovereign Investor Leadership Conference – Claremont Graduate Institute

Claremont, CA, U.S.

March 14-16, 2023

SWFI Purpose & Performance in Public Investor Leadership with CGI – Peter Drucker School of Business

April 26-27, 2023

Global Wealth Conference Roundtable D.C. (Policy and Corp Governance Theme)

Washington D.C., U.S.

May 17-19, 2023

Global Wealth Conference Regional London

London, U.K.

June 6-7, 2023

Global Wealth Conference Regional India

India

July 11-12, 2023

Global Wealth Conference Roundtable West

Texas or Aspen

October 15-20, 2023

Global Wealth Conference Annual Middle East

December 4-5, 2023

Global Wealth Conference Roundtable Florida (Latin America)

Miami, FL, U.S.

To view the SWFI event schedule, please reach out to us. For questions or sponsorship opportunities, contact our events team at:

events@swfinstitute.org

Select SWFI Members

Education Partners

Previous Events

Institute Fund Summit 2022 America, October 4-5, 2022, New York

Institute Fund Summit 2021 Earth Day Event, April 22, 2021. Location: Virtual Event

VIEW SLIDE SHOW FROM AMERICA FORUM – Austin, TX 2020


VIEW SLIDE SHOW FROM ASIA FORUM – Singapore 2019


VIEW SLIDE SHOW FROM EUROPE FORUM – Frankfurt 2019


VIEW SLIDE SHOW FROM AMERICA FORUM – Scottsdale 2019


VIEW SLIDE SHOW FROM ASIA FORUM – Tokyo 2018


VIEW SLIDE SHOW FROM US FORUM – Santa Monica 2018


VIEW SLIDE SHOW FROM EUROPE – Amsterdam 2017


VIEW SLIDE SHOW FROM ASIA – Singapore 2017


VIEW SLIDE SHOW FROM US FORUM – Scottsdale, AZ 2017


VIEW SLIDE SHOW FROM EUROPE – Frankfurt 2016


VIEW SLIDE SHOW FROM ASIA – Singapore 2016




Inside Look into Institute Fund Summits


Sample Job Titles

Advisor to the Board | Board Member | CEO | CEO, Europe and Asia | Chairman | Chief Dealer | Chief Economist | Chief Executive Officer | Chief Financial Adviser to the Governor | Chief Financial Officer | Chief Investment Officer | Chief Marketing Officer | Chief Representative | Client Portfolio Manager | Client Services Manager | Co-Founder | Co-Head Europe | Consultant | Deputy Chief Investment Officer | Deputy Director General | Deputy Governor | Deputy Managing Director | Director | Director of Energy and Natural Resources | Director of Investments | Director, Business Development | Director, Financial Communication | Director, Fixed Income | Director, Investor Relations | Economist | EMEA Asset Owners | Executive Chairman | Executive Director | Executive Vice President | Foreign Reserves Manager | Founder | General Manager | Global Head of Marketing | Global Institutional Distribution | Global Sovereign Strategist | Governor | Head of Business Development | Head of Consultant Relations | Head of Emerging Market Debt | Head of Foreign Affairs Committee | Head of Investor Relations | Head of Marketing | Head of Markets Department | Head of Official Institutions | Head of Research | Head of Sales | Head of Strategic Planning | Head of Strategy | Investment Director | Investment Officer | Managing Director | Managing Director, EMEA | Managing Partner | Of Counsel | Partner | Portfolio Manager | President | Prime Minister (Former) | Princess of Libya | Public Relations Executive | Regional Director | Senior Advisor | Senior Associate | Senior Economic Advisor | Senior Investment Officer | Senior Partner | Senior Vice President | Special Advisor | State Treasurer | Trustee | Vice Chairman | Vice President | Vice President, Investor Relations | Vice President, Marketing | Vice President, Sales


Sample Topics

Global economics | Current events & geopolitics | Central banking | Financial stability | Governance & regulations | Investment strategy | Asset allocation | Risk factors | Political risk | Risk management | Fixed income | Equities | Credit-related | Institutional real estate | Alternative investments | Private equity | Risk parity | Smart beta | Infrastructure | Hedge funds | Commodities | Opportunistic / Special | and More


Education Credits

Our summits are educational and informative. By attending an Institute Fund Summit, you may be eligible for:

  • 1. Continuing Education (CE) credits – CFA Institute
  • 2. Continuing Personal or Professional Development (CRD) credits

Attendance is mandatory to receive full credits. Read more or contact us for more information.