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Investments Institute

Investments Institute
Monday, February 22 - Tuesday, February 23, 2027

Omni Austin Hotel Downtown,
Orlando, FL
Conference

The global markets are in a rapid state of change without any end in sight. As a fiduciary, your job is to capitalize on these changes, and maximize your fund's investment returns. The Investments Institute brings industry experts to help equip with the insights, skills and strategies needed to ensure the success of your fund.

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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.

Pricing

Through March 20, 2026

US$1,795.00

Member

US$2,015.00

Nonmember

After March 20, 2026

US$2,095.00

Member

US$2,315.00

Nonmember

Register Now

Our registration policies have changed. Learn more.

Additional Offerings

Agenda

8:15 AM - 9:30 AM

Markets in Transition: What to Look for Over the Next Year

Because of inflation, trade policies and global markets are recalibrating. This market update will unpack the economic signals trustees should monitor to guide long-term fund stability.

9:45 AM - 10:45 AM

Smart Asset Allocation for Uncertain Times

Trustees face fast-moving markets and must reassess asset mix and liquidity. Learn how to balance growth and risk, set rebalancing guardrails and use diversifiers to keep the plan on track.

11:00 AM - 12:00 PM

Private Markets at a Crossroads

With private markets now overtaking public markets in many portfolios, trustees need to understand how slowing distributions and liquidity pressures are testing investors’ patience. This session will cover how private equity managers and trustees are adapting to tighter cash flows, the rise of secondaries and changing valuation dynamics. It will also examine what these shifts mean for long-term allocation, pacing and plan liquidity management.

1:00 PM - 2:00 PM

Bricks and Mortar, Market Shifts: The Future of Real Estate Investing

From office building downturns to the surge in industrial and multifamily housing, real estate is at an inflection point. This session will explore how trustees can balance long-term stability while mitigating risk by reassessing portfolio exposure, monitoring manager performance and identifying opportunities in emerging sectors that align with fund objectives.

2:15 PM - 3:15 PM

Infrastructure and Public–Private Partnerships: Building Resilient Portfolios

Public–private partnerships and infrastructure projects are gaining momentum as viable investments. Learn how trustees can evaluate opportunities, measure risk and return, and ensure infrastructure aligns with plan objectives.

3:30 PM - 4:30 PM

Portfolio Case Study Roundtables

This highly interactive session will feature cross-sector case studies and allow trustees to share how they would navigate evolving investment issues. The session encourages peer-to-peer discussion and the exchange of real-world decision-making experiences.

8:30 AM - 9:30 AM

From Buzz to Portfolio Impact: AI in Institutional Investing

Artificial intelligence is reshaping how investment decisions are made, from manager research and portfolio construction to market analysis. This session explores how trustees can assess the growing use of AI in investment strategies, understand its opportunities and limitations, and ensure fiduciary responsibility remains at the center of decision making.

9:45 AM - 10:45 AM

Fixed Income’s Role in Volatile Markets

Fixed income is back in focus. This session looks at derisking strategies and how trustees can use bonds and credit to provide stability without sacrificing opportunity. Discussion will also address how changing interest rates, inflation trends and global debt markets are reshaping the role of fixed income in long-term plan strategy.

11:00 AM - 12:00 PM

Austin to Auckland: Opportunities in Global Markets

As the U.S. market concentration in a small number of companies grows and geopolitical shifts reshape global trade, trustees must look beyond domestic borders for opportunity. Explore how global and emerging markets are able to strengthen diversification and improve long-term portfolio resilience.

1:00 PM - 2:00 PM

The True Cost of Investing: Understanding Benchmarking and Fees

Trustees face increasing pressure to justify investment costs. This session will review how to assess and compare fees across asset classes, ensure costs align with performance and plan objectives, and benchmark expenses effectively to identify when your fund may be paying more than necessary for similar results.

2:15 PM - 3:15 PM

Paying Out Without Paying the Price: Decumulation for Multiemployer Plans

With more members entering retirement, trustees must rethink how plan assets can support lifetime income without eroding plan stability. This session will examine practical decumulation strategies used by funds, including liability-driven investing, sustainable withdrawal methods and effective communication planning to help members make informed retirement decisions.

Hotel

Omni Austin Hotel Downtown

We are no longer handling reservations for this program. For new reservations or changes to an existing reservation, call the hotel directly at the phone number provided below. For cancellations, call the hotel directly and then email the Registration Department at [email protected] to provide the hotel cancellation number. 

Phone: (512)-476-3700

Reservation Deadline: Thursday, March 26, 2026
Rate: $299.00 Single/Double Occupancy (additional $20/person per night for a 3rd and/or 4th guest)

Taxes & Fees (subject to change): 17% room tax, 2% TPID and 1.5% Texas Recovery Fee
Resort Fee: $12/night (reduced from $22/night)

Resort Fee Includes (subject to change):
24/7 Access to the Fitness Center
Complimentary Deluxe Wi-Fi
Two Bottles of Water (additional upon request)
Exclusive Access to the Heated Rooftop Pool
Priority and Discounted Cabana & Daybed Rentals (subject to availability)
Daily Digital Edition of The Wall Street Journal
$2 Off Admission to the Bob Bullock Texas State History Museum
$5 Off a 2-Hour Rental at the Texas Rowing Center (paddleboard, canoe and Kayaks)

Hotel Cancel Policy: Hotel deposit forfeited for reservations cancelled within 72 hours prior to arrival.

To add details for your reservation, you must click on the “Enter Hotel Details” button on your confirmation page following the checkout process.

Note: Hotel room availability is not guaranteed outside of scheduled program dates. Hotel reservations are confirmed on a first-come, first-serve basis. Best available rate/hotel will be assigned if necessary. 

Hotel Deposit: US$400.00

hyatt regency austin

About the Location

One of the fastest growing cities in America, Austin is an exciting place to be with its multinational tech companies setting up shop here, and being home to some of the most well-known live music festivals such as South by Southwest and Austin City Limits. Most importantly, Austin provides a food and drink experience unmatched by many cities in the U.S. – from food truck tacos to BBQ brisket joints and local craft breweries. Stroll down 6th Street and experience the best in Austin nightlife.

Continuing Education

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information. Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our CE page.

Learn More About CE

Exhibit

The Investments Institute addresses opportunities in global market trends, identifies alternative investment options and uncovers key questions that will help enhance a fund's investments. This conference is attended by trustees, administrators and fiduciaries who are responsible for setting policy and making investment decisions.

Secure Your Spot Today

Current Exhibitors

  • BenefitsMe
    Booth 44
  • BMG Money, Inc
    Booth 57
  • Budgie Health
    Booth 26
  • Cleveland Clinic
    Booth 50
  • Florida State University
    Booth 18
  • Pomelo Care
    Booth 49
  • Sourcewell
    Booth 32

Promotion

Sample Promotional Text (Short)

The Investments Institute brings industry experts to help equip with the insights, skills and strategies needed to ensure the success of your fund. Connect with your peers April 22 - April 23, 2026 in Austin. Get the most relevant sessions led by industry experts, equipping you with the insights, skills and strategies you need to help ensure your fund’s long-term success. Register by March 11, 2026 and save at ifebp.org/investments.

Sample Promotional Text (Long)

Investments Institute
April 22 - April 23, 2026
Austin, TX

The global markets are in a rapid state of change without any end in sight. As a fiduciary, your job is to capitalize on these changes, and maximize your fund's investment returns. The Investments Institute brings industry experts to help equip with the insights, skills and strategies needed to ensure the success of your fund. Connect with your peers April 22 - 23, 2026 in Austin, Texas. Register by March 11, 2026 and save at ifebp.org/investments.

For more details and to register, visit www.ifebp.org/investments.

Promotional Images

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