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2018 Consultant's Retreat

"Building Bridges" Between Consultants and Diverse Managers

Oct. 18-19, 2018

Rizzo Center
University of North Carolina
Chapel Hill, NC

Hosted at the Rizzo Center on the campus of the University of North Carolina - Chapel Hill, the Consultant Retreat aims to increase access to institutional investment consulting firms for our membership base in order to facilitate an increased number of research meetings and allow consultants to learn about the diverse investment managers that offer products aligned with their asset allocations.

This event will allow asset managers and consultants to network, dialogue, and gain crucial exposure for diverse firms that will assist them in strengthening their client base. 

On day two of the retreat, we will be offering specific time and space for asset managers to meet with consultants.

If you plan to attend the retreat, please complete this survey so that our team can match you with specific firms looking for the services you offer:

These profiles will be distributed to consultants and plan sponsors in order to build relationships between large corporations and diverse asset managers.

Andco Consulting
Cambridge Associates
Colonial Consulting
Global Endowment Management
Marquette Associates
Meketa investment Group
Pension Consulting Alliance
RV Kuhns Inc.
TorreyCove Capital Partners
Wilshire Consulting

You can register, complete the consultant match survey, and book your Rizzo Center room at this link.  

Rooms can be booked until September 30, 2018. Registration closes October 5, 2018