Investment Institute Conference
Investment Institute Conference image

Engage with industry experts, enhance your investment expertise and gain practical insights and innovative solutions when you join us in Chicago this autumn for the Northern Trust Asset Management 2023 Investment Institute Conference.

> 2023 Agenda (Coming Soon)

Register Here:


Investment Institute Premier Member Day: Tuesday, September 19
  • Premier Member Sessions: 1:45 p.m. - 5:00 p.m.
  • Premier Member Cocktail Reception and Welcome Dinner: 5:30 p.m. - 7:30 p.m.
2023 Investment Institute Conference: Wednesday, September 20 and Thursday, September 21


  • Meet and engage with Northern Trust senior management and investment professionals and other experts and peers from around the country.
  • Listen to objective commentary and analysis on the economic and market environments and acquire strategies for identifying and capitalizing on global investment opportunities and managing risk.
  • Explore our views on the equity and fixed income markets including top picks from our equity research analysts and strategies for uncovering value in the current rate and credit environments from our fixed income experts.
  • Gain insights on a variety of compelling investment and practice management topics such as sustainable investing, alternatives, portfolio construction, multi-asset class investment solutions, retirement planning and income generation, tax and wealth planning and more.
  • Engage our experts in face-to-face conversation around the issues that are most important to you at our Meet Our Experts session. Our Asset Allocation Strategists will be available to answer your questions on strategic asset allocation and tactical positioning; our Portfolio Construction Specialists can provide insights on risk exposures and efficient portfolio design; our Equity Analysts can offer perspectives on sectors and individual stocks and our Fixed Income Specialists will be available to discuss our credit research and fixed income outlook.


CFP: Pending Approval
CTFA: Pending Approval
CIMA and CPWA: Pending Approval


The Ritz-Carlton, Chicago

Water Tower Place, 160 E Pearson St., Chicago, IL 60611

312-266-1000 | Website


Rooms are available at the Ritz-Carlton, Chicago at the Northern Trust preferred rate of $349 night (plus applicable state and local taxes). Call (800) 542-8680 and reference the “Northern Trust Conference” or reserve your room online. (Reservations may be made at the discounted rate for Sunday, September 17 through Thursday, September 21, based on availability). Please make your reservations prior to August 21 in order to guarantee the discounted group rate.


The conference fee is waived for Investment Institute members.
Other interested parties: $995


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