U.S. Institute

A think tank for leading investment management firms
About

Established in 2000, the U.S. Institute convenes North America’s premier asset management community as an industry “think tank” and discussion forum for invited Chief Executive Officers and their C-suite teams: Chief Investment Officer, COO, CFO, and CHRO.

Hailing from every corner of the U.S. and Canada, USI fosters an environment carefully built for purposeful collaboration between senior-level executives from top asset management firms. The mission of the U.S. Institute is to provide a peer-group forum where members can privately discuss key industry issues of common concern and hear from other thought leaders -- all within a collegial environment. U.S. Institute members meet at a series of interactive, premium roundtable events whose agendas and attendees reflect the increasingly global nature and diversity of approaches of the investment industry.

Membership is by invitation only.

Become a Member

Members

Aberdeen
Addenda Capital
AllianceBernstein
Aristotle Pacific Capital
Artisan Partners
Bailard
Barrow Hanley Global Investors
BNP Paribas Asset Management USA
BNY Mellon Asset Management
Brandywine Global Asset Management
Causeway Capital
Champlain Investment Partners
Conning
Dodge & Cox
DWS

Fidelity Investments
Fiera Capital Corporation
First Eagle Investment Management
Franklin Templeton Investments
Gapstow
Glenmede Investment Management
GMO
Goldman Sachs Investment Management
HarbourVest Partners 
Hotchkis & Wiley
J.P. Morgan Asset Management
Jennison Associates
Los Angeles Capital
Macquarie Investment Management
Manning & Napier
Metlife Investment Management
MFS Investment Management

MSCI
Newton Investment Management
Northern Trust Asset Management
Nuveen
PGIM Quantitative Solutions
Pictet Asset Management
Polen Capital
Principal Global Asset Management
Sands Capital Management
Schroders Investment Management 
Strategic Investment Management
The London Company
TD Asset Management
Voya Investment Management
Wasatch
 

Team

Jim McCaughan

Chair
jim.mccaughan@institutionalinvestor.com

Amy Quint

Associate Director
aquint@institutionalinvestor.com

Adele Langie

Senior Executive Director
alangie@institutionalinvestor.com

Kelly Baughman

Sales Director
kelly.baughman@institutionalinvestor.com

Salma Meguid

Client Services Director
salma.meguid@institutionalinvestor.com

Joann Chmura

Logistics Director
joann.chmura@institutionalinvestor.com