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

Team

Jim McCaughan

Chair
jim.mcaughan@iimemberships.com

Amy Quint

Associate Director
aquint@iimemberships.com

Adele Langie

Senior Executive Director
alangie@iimemberships.com

Kelly Baughman

Sales Director   kelly.baughman@iimemberships.com

 

Salma Meguid

Client Services Director
salma.meguid@iimemberships.com

Joann Chmura

Logistics Director

joann.chmura@institutionalinvestor.com