Events

We regularly offer educational events for our clients and prospective clients. Our annual client luncheons, held in New York City, focus on investment trends across global markets. We also offer quarterly WebEx conferences to present new position papers from our research staff or to discuss emergent trends and investment strategies of interest. Clients have found these events to be very informative; they have the opportunity to meet our asset class experts as well as quality guest speakers.

Upcoming speaking engagements

  • Sept. 17, 2008—Pensions & Investments Liability Driven Investing Conference—Chicago, Ill.
  • Sept. 23, 2008—Pensions & Investments Liability Driven Investing Conference—New York, N.Y.
  • Oct. 21, 2008—Institutional Investor Institute's Roundtable for Consultants and Investors—Chicago, Ill.
  • Nov. 18, 2008—IMI's Consultants Congress—New York, N.Y.

    WebEx conferences

    Please join us on Oct. 2 at 12:30 pm ET as we discuss the transition that is occurring from traditional Socially Responsible Investing to Sustainability. To register and receive more information on this WebEx, please e-mail eaiinfo@evaluationassociates.com

    Recent WebEx topics included:

    • June 18, 2008—Target retirement date funds
    • Jan. 29, 2008—2007 market review and 2008 outlook
    • Sept. 25, 2007—The case for real assets in institutional portfolios
    • June 12, 2007—Enhancing investment returns in a low-return environment

      To receive a recording of one of our WebEx conferences, please contact your EAI consultant.

          Client luncheons

          Recent client luncheon topics included:

          • Distressed debt opportunities, featuring a panel of private equity and hedge fund managers
          • Portable alpha—from theory to implementation
          • Hedge fund of funds and beyond

          Recent speaking engagements

          • The Pension Bridge Private Equity Exclusive—Chicago, Ill.
          • IMI's Endowments and Foundations Spring Forum—Longboat Key, Fla.
          • Financial Research Associates' Manager Search & Selection Forum—New York, N.Y.
          • AIMSE/P&I 2nd Annual Hedge Fund Conference—New York, N.Y.
          • IMN's 2nd Annual Ohio Forum on Public Retirement—Columbus, Ohio
          • PlanSponsor's DB Summit—Washington, D.C.
          • Institutional Investor Institute’s Consultants Roundtable—Chicago, Ill.
          • 14th Annual MARHedge/Institutional Investor Global Hedge Fund Investing Summit—Bermuda
          • Pensions & Investments Liability Driven Investing Conference—New York, N.Y.

          Contact your consultant for more information on future events.


Evaluation Associates - Events