The Institutional Investor Institute (III) is a private membership organization for investment management executives responsible for overseeing institutional business development. Members of the institute come together with the institutional clients and prospects they serve in exclusive settings that foster idea exchange while working to achieve common goals. Our aim is simple: we want to help investors make better decisions by putting them in touch with the best investment thinking in the business!

Devised by investors for investors, the agenda for each investor meeting draws heavily on current, best-practices presented by investors. Through thought-leadership roundtable discussions and customized research, III drives innovation for the future of the investment management industry. By providing exclusive opportunities to interact with thought leaders in the field via structured meetings and by issuing at these meetings on-trend, insightful reports and research, the Institutional Investor Institute (III):

  • Helps members strengthen and build relationships with senior representatives of major North American Pension Funds, Endowments, Foundations, Insurance Funds, and Investment Consultancies.
  • Educates pension plan sponsors and senior fund executives on the opportunities, strategies, and challenges of active investing.
  • Keeps members and institutional investors apprised of important issues and developments affecting investment decisions.
  • Enables members to freely exchange ideas and experiences, helping them better serve and respond to their institutional clients and prospects.

Become a Member



Senior Advisor

On November 2022, industry veteran Cynthia Steer was appointed senior advisor of both the Institutional Investor Institute (III) and Alternative Investor Institute (AII).

Steer bring deep and expansive knowledge of the asset management business to III and AII, as well as a broad range of well-established connections at insurance funds, corporate plans, endowments, and foundations. As the world enters the post-pandemic economy and companies embrace in-person conferences with more regularity, the appointment represent Institutional Investor’s commitment to step up its role as the industry leader in bringing differentiated insights and powerful connections to members.

Cynthia Steer   
Cynthia is Director and Investment Chair, at MissionSquare Retirement, a non-profit institution serving essential workers. She also serves as a Director of Xponance, a diverse manager focused on emerging managers in both public and private markets. Currently, she is a member of the investment committees at The Hartford Foundation and the Community Foundation for Greater New Haven. Previously she served as Executive Vice President, Head of Manager Research, Performance Analytics, and Investment Solutions at BNYMellon Investment Management as well as chief strategist at Rogerscasey.

2024 Advisory Board

Our endeavor is to create a forward-looking Advisory Board of well-regarded industry experts who can help us build the improved value proposition for the membership, one even more centered around the needs and priorities of our member firms amid a changing macro environment.

Advisory Board member tenure extends over the course of 12 months. The advisory board will convene both in-person around events and virtually every quarter. The aim of the board is to provide the AII team with expert industry insight and knowledge, which will be used for our programs and will help us improve the value we provide the III community. 

Ted Noon
Senior Vice President, Director, Americas Client Group
Acadian Asset Management LLC

Bret Young
Head of North American Institutional Sales
American Century Investments

Brad Thomas
Head of Liquid and Private Credit Investor Relations
Bain Capital Credit

Chantal Manseau
Head of Institutional Business Development
Capital Group

Casey Condron
Head of Institutional Client Group
Fidelity Investments

Michael Foley
Head of U.S. institutional Services
Franklin Templeton

Stephanie Ivy Sanford
Co-Head of Americas Institutional Client Business
Goldman Sachs Asset Management

John Galeteria
Head of North America Institutional
Invesco US

Susan M. Brengle
Head of Client Relationships and Business Development
Income Research + Management

T.F. Meagher
Head of North America Institutional Distribution
Janus Henderson Investors

Chris Crevier
Managing Director - Institutional Client Group
Neuberger Berman

Seema Dala
Partner and Co-Head of U.S. Institutional Client Services
Orbis Investment Management

Nicholas Mavro
Head of US Institutional
Pictet Asset Management

Amanda Wilson
Managing Director, Head of US & Canada Institutional and Global Consultant Relations
Principal Asset Management

Peter Ferrelli
Head of Global Institutional Client Service
Putnam Investments

Joseph Carieri
Group Managing Director - Head of Marketing
The TCW Group



For more information, please contact: 

Giorgio Tupini

David Braham