INDUSTRY INSIGHTS

Third Point Inches Lower in November as Magnificent Seven Stumble

Dan Loeb’s multistrategy fund saw only a slight dip last month, but the drivers behind the loss give a glimpse of its positioning heading into year-end.

Stephen Taub
FTC Enforcement of Clayton Act Could Be ‘Trap’ For Family Offices

John Crabb
UBS’ Billionaire Report Shows Surge in New Wealth Is Largely U.S. Based

John Crabb
Private Equity Fundraising Remains Glum, Four Years On

Michelle Celarier
SPONSORED
How ETFs Can Ease the Complexity of Duration Management

Sponsored by Northern Trust Asset Management

MARKET INTELLIGENCE

EVENTS

Senior Delegates Research Summit 2026 (Europe)

Jan

8-9
Institutional Investor UK & Ireland Summit 2026

Jan

20-21
Senior Delegates' Roundtable

Jan

20-22
19th Annual DC Institute New York Summit

Jan

22
Endowments & Foundations Roundtable West 2026

Feb

2-4
Institutional Investor Italy Summit 2026

Feb

5
AMI CIO Roundtable 2026

Feb

24-25
2026 FTF Winter Workshop & Automating Alpha

Feb

24-25
Chief Marketers Institute Annual Roundtable

Mar

3
Investment Product Institute Roundtable

Mar

4
Legal Forum Winter Roundtable 2026

Mar

5-6

FEATURED EVENTS

19th Annual DC Institute New York Summit

January 22, 2026 | Harvard Club of New York City | New York

Institutional Investor Italy Summit 2026

February 5, 2026 | Rome Cavalieri, A Waldorf Astoria Hotel | Rome

Endowments & Foundations Roundtable West 2026

February 2-4, 2026 | Fairmont Scottsdale Princess | Scottsdale, Arizona

Institutional Investor UK & Ireland Summit 2026

January 20-21, 2026 | Pennyhill Park | Bagshot

Nature Conservancy Taps Arizona State’s Jeff Mindlin as CIO

The inaugural investment chief for ASU Enterprise Partners confirmed he is replacing Bola Olusanya at the environmental nonprofit.

James Comtois December 3, 2025

Tim Schmidt, CIO of Prudential Financial, to Retire

Schmidt, who has been with Prudential for 16 years, has been a pioneer over his more than 40 years in the insurance industry. Matthew Armas, global co-head of insurance at GSAM, will succeed him.

Julie Segal December 3, 2025

Fidelity Ramps Up its OCIO Business as More Institutions Outsource

The financial giant’s new OCIO head Chris Pariseault plans to double its $23B business in five years by leveraging the full breadth of Fidelity’s capabilities.

James Comtois December 2, 2025

The Five Ds of 2025

Aspect Capital’s Razvan Remsing unpacks the Five Ds reshaping global markets and investment strategy.

Sponsored by Aspect Capital November 10, 2025

UPCOMING EVENTS

Explore our upcoming events to stay ahead in the investment industry. Join us for exclusive forums, symposiums, and roundtables where leading experts and professionals gather to discuss the latest trends and strategies.

Exclusive Forums: Engage with top professionals and experts.
Symposiums: Gain insights into the latest industry trends.
Roundtables: Discuss strategies and network with peers.
Networking Opportunities: Connect with industry leaders.

Whether you're looking to network, gain insights, or stay informed, our events offer valuable opportunities to connect with peers and industry leaders.