INSIGHT

PERSPECTIVE

CONNECTION

Hosted by FTSE Russell, the World Investment Forum brings together senior leaders from across the institutional investment community. In an intimate setting designed for meaningful dialogue, participants will explore new thinking, challenge conventional perspectives, and forge valuable connections with peers.

The agenda will explore the forces shaping the future of institutional investing, including macroeconomic and geopolitical shifts, central bank policy, AI, data, and emerging markets, and their implications for portfolio construction, risk management, and long-term investment strategy.

Each element of the program provides an opportunity to build meaningful relationships beyond the traditional conference setting.

Confirmed Speakers

Reena Aggarwal

Georgetown University

Erin Brockovich

Environmental Advocate

Greg Brown

University of North Carolina

Jenny Cosco

Head of Government Relations & Regulatory Strategy
LSEG

Mohamed El-Erian

Chief Economic Adviser
Allianz

Tyler Goodspeed

Chief Economist
ExxonMobil

Valentin Haddad

UCLA Anderson

Walter Kress

Chief Investment Officer
EY Americas

Marco Sammon

Harvard Business School

David Schwimmer

Chief Executive Officer
LSEG

Chloe Xie

MIT Sloan

Montage Palmetto Bluff | Bluffton, South Carolina

Set along the May River in South Carolina's Lowcountry, Montage Palmetto Bluff provides an exceptional backdrop for the World Investment Forum. Surrounded by preserved landscapes, waterfront and centuries-old live oaks, the setting creates a natural environment for conversation and connection.

Discover the Destination | Montage Palmetto Bluff

Questions please contact: wifteam@lseg.com