Institutional Investors Roundtable

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June 2017
Le Chateau Frontenac, Quebec City (Canada)

The IIR is an international community of over 40 leading global institutional investors to collaborate on private market investments. Access is restricted to senior investment executives from eligible pension funds, sovereign funds, government reserve fund and other long term asset owners (“Institutional Investors”).

The IIR community gathers twice annually for direct, confidential, peer-to-peer discussions. Content is investor-focused and investor-sourced, with peers discussing capacity building and tangible collaboration opportunities in both plenary and break-out sessions. Between meetings, the IIR also supports a range of collaboration initiatives prioritized by the IIR participants.

In effect, the IIR acts as an additional source of resources to help institutional investors initiate, implement and improve innovative collaboration on private markets investing. A number of concrete collaborations have resulted from discussions hosted by the IIR.

The IIR is supported by a secretariat based in Quebec City (Canada) and London (UK), and has its corporate headquarters in Paris (France). The IIR Secretariat also draws on the expertise of several senior advisors from academia, industry and pension funds.

Participants

The IIR is an inclusive community and, in principle, is open to all interested and like-minded pension funds, sovereign funds and government reserve funds who accept the Rules of Engagement. However, because the platform is designed for organizations with the desire and potential to actively collaborate with like-minded peers on private market investing, participation is strictly limited to those institutions and individuals identified below:

  1. “Like-minded Institutional Investors”: institutional investors (pension funds, sovereign wealth funds, government reserve funds and other long term asset owners) from all major economies that are willing and able to invest both directly and indirectly in private markets, and that are interested in exploring new investment models and new ways of collaborating with other major investors. “Private markets” refers to investments in assets whose price and terms are negotiated rather than set by public exchanges. The IIR is not open to investors whose mandate significantly involves managing assets for third parties.
  2. IIR Representatives”: Senior Executives and other decision-makers who are in charge of investment decisions at a strategic level, including CEOs, CIOs, heads of alternative investments, heads of infrastructure investments, heads of private-equity, etc. In general, this means senior staff with “signing authority”.