Council of Institutional Investors

Event Calendar

Wednesday, September 28, 2016

2016 Fall Conference

Date(s): September 28, 2016 - September 30, 2016

Time: 12:00 PM  CST - 2:00 PM  CST

Conference Session Recordings: Audio and video recordings of conference sessions will be provided to members where available. Please contact communications manager Michael Miller for details.

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A big thank-you to the sponsors! 

Master Class: Engaging Effectively

Date(s): September 28, 2016

Time: 12:00 PM  EST - 2:00 PM  EST

CII' Fall 2016 Master Class will explore effective shareholder engagement with portfolio companies. The faculty has rich experience in shareholder engagement from perspective of both companies and shareholders. We will focus on how to make ESG engagement productive from the shareholder standpoint, with a particular focus on dialog on governance and executive compensation. The faculty will include:

  • Matt Cino, Principal, CamberView Partners
  • Rakhi Kumar, Managing Director & Head of Corporate Governance, State Street Global Advisers
  • Aeisha Mastagni, Portfolio Manager, CalSTRS
  • Michael J. O'Brien, SVP, General Counsel & Secretary, Omnicom Group
  • Linda Scott, Managing Director & Associate Corporate Secretary of JP Morgan Chase
CII Executive Director Ken Bertsch will moderate the class.

Quick Links: Agenda

The Master Class will take place immediately before CII's upcoming 2016 Fall Conference at The Palmer House Hilton in Chicago from 12-2 PM CT. Separate registrations are required for the Master Class and the 2016 Fall Conference. All CII Members are encouraged to register but space is limited.

Course fee: $295

Please contact CII Communications Manager Michael Miller with any questions or for assistance with registration.

Pension Fund Trustee Training

Date(s): September 28, 2016

Time: 9:00 AM  EST - 3:00 PM  EST

CII, in partnership with the CFA Institute, will host a one-day training course just for pension fund trustees, on Wednesday, September 28, in Chicago. This special program—for trustees only, no staff—will be held in conjunction with CII’s fall conference, September 28-30, at the Palmer House Hilton. The course presents a unique opportunity for trustees to learn from each other's experiences and ask questions in a "safe" space. It also offers insights on many of the most immediate challenges fund trustees face.
The 9 AM to 3 PM program covers critical issues and trends in trustee service. The curriculum has been developed and will be taught by experts at the CFA Institute, a highly respected investor-focused organization with decades of expertise in professional training. Earlier this year, CII conducted an informal survey of member fund trustees about the course and responses were overwhelmingly enthusiastic. Click here to view the current program. 

Based on feedback from participants in this training seminar, CII will consider additional educational courses for fund trustees.
CII Member rate: $395
Non-Member rate: $595 (please contact Melissa Fader directly)

Please contact Membership Services Manager Melissa Fader with questions or for assistance with registration.

This training is being offered in partnership with the CFA Institute. 

Quick Links: Agenda

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