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.

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