The Investment Solutions Institute is looking forward to welcoming senior solutions industry leaders to the 2026 Fall Member Forum, taking place on October 7-8 in New York City. This exclusive event gathers investment and business leaders to explore the Institute’s proprietary solutions market research, network with peers and help shape the future of the industry.

Fall Forum Key Discussion Topics (See current agenda below):

• Preliminary Findings from the 2026 Investment Solutions Study
• OCIO in the Private Wealth Channel: The Morgan Stanley Case Study
• Search Consultant Perspectives on client demand and industry trends
• The impact of AI and other emerging technologies on reshaping investment solutions

To ensure meaningful collaboration and active participation, attendance is intentionally limited to Investment Solutions Institute Member firms and select invited guests. Registration is now open for the Investment Solutions Institute’s 2026–2027 Membership Year.

To learn more about the Institute, membership, or participation opportunities, please contact us.