C-Suite Memberships — C-Suite Membership | Institutional Investor

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C-Suite

The mission of the C-Suite Membership is to provide a private forum where members candidly discuss key industry issues of common concern that reflect the increasing global nature and complex diversity of strategic approaches. The membership is dedicated to serving the needs of Chief Executive Officers and their entire C-level teams, including CIOs, COOs, CFOs, CHROs, CTOs, CMOs, CPOs, Heads of Distribution, and General Counsels.

An exclusive, global think-tank bringing together senior officials from the leading investment management firms in a private, off-the-record environment.

Membership Packages

Select a membership to explore its events and content.

EventsKnowledge Center
C-Suite:

C-Suite Memberships

A closed-door forum strictly for C-Suite executives to exchange insights on operations, risk, and enterprise strategy.

C-Suite Memberships package

Included Events
Oct
7-9
European CEO Roundtable 2026
Grand Hotel Stockholm | Sweden
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Oct
27-28
Legal Forum Fall Roundtable 2026
The Langham | Boston
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Oct
28-29
CHRO Roundtable 2026
The Langham | Boston
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Feb
2027
CIO Roundtable
Pier Sixty-Six | Fort Lauderdale, FL
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Mar
3-4
Legal Forum Winter Roundtable 2027
Apella | New York
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Mar
2027
Chief Marketers Institute Annual Roundtable
The Harvard Club | New York
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Mar
2027
Investment Product Institute Annual Roundtable
The Harvard Club | New York
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Apr
2027
CFO-COO Roundtable
Waldorf Astoria | Chicago
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May
2027
Legal Forum Spring Roundtable
Schroder Investment Management Office | London, UK
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May
2027
Chief Marketers Institute Summit at Alpha Edge
The Ritz-Carlton | Fort Lauderdale, FL
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Jun
2027
CEO Roundtable
The Maybourne Beverly Hills | Los Angeles
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Knowledge Center

Exclusive research, insights, and commentary from Institutional Investor editors and contributors.

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James Comtois
Creative Planning’s Purchase of RVK Further Blurs Lines Between Institutional and Retail Investing
2026-09-18 · James Comtois

The move comes roughly two years after Hightower bought NEPC. “There’s a lot of opportunities for institutional-focused organizations [in] the wealth space.”

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James Comtois
The Standout Investors Honored at the 2026 Allocators’ Choice Awards
2026-09-18 · James Comtois

Allocators including the City of Austin’s David Kushner, NYU’s Michelle Knudsen, and other leading investors were recognized on Thursday for their stellar work during another volatile year.

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