II’s Consultants & Institutional Investors Roundtable

The Consultants & Institutional Investors Roundtable is an exclusive, annual forum where leading investment consultants and asset owners shape global portfolio strategy. Hosted by Institutional Investor, the event brings together the financial industry’s top decision-makers to analyze market trends, asset allocation, and industry innovations. IPS Chief Investment Officer, Chris McDonough, will participate in a panel discussion to share his perspective on the forces shaping institutional portfolios.

Wednesday, October 7^th from 9:30 – 10:10 am

Consultant CEO/CIO Perspective: Investing Through the ‘New Normal’

In this candid discussion, CEOs and CIOs from leading investment consultancies will share their perspectives on the forces shaping institutional portfolios and the consulting industry itself. Topics include AI’s implications for long-term returns, asset allocation, and client service; how consultants are leveraging AI and agentic technologies and whether these advancements could reshape competitive dynamics and contribute to fee pressure across the industry. Additional discussion will cover the practical impact of mega-IPOs on market concentration, index construction, portfolio exposures, and private market distributions; whether the recent resurgence in IPO activity signals a meaningful turning point for liquidity and DPI; the potential emergence of a new distressed cycle; and where the most compelling opportunities can be found in today’s evolving market regime.