A Forum Designed for Investment Leaders

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.

Confirmed Speakers

Reena Aggarwal

Georgetown University, Psaros Center for Financial Markets and Policy

Greg Brown

University of North Carolina at Chapel Hill and Institute for Private Capital

Jenny Cosco

Head of Government Relations & Regulatory Strategy
LSEG

Marco Sammon

Harvard Business School

David Schwimmer

Chief Executive Officer
LSEG

Chloe Xie

MIT Sloan School of Management

INSIGHT

PERSPECTIVE

CONNECTION

The World Investment Forum is intentionally designed to create opportunities for connection throughout the experience. From interactive networking activities (kayaking fishing, golf), the opportunity to bring a guest, and thoughtfully curated dining experiences, each element provides an opportunity to continue the dialogue and build meaningful relationships beyond the traditional conference setting.

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, connection and reflection.

Discover the Destination | Montage Palmetto Bluff

Questions please contact: wifteam@lseg.com