Consultant Retreat

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.

2019 Consultant Retreat Announcement 


2019 Consultant Retreat Agenda