Investment Forum
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Investment Forum

What is the Investment Forum & Membership Board Meeting?

The Investment Forum provides a venue for DC industry thought leaders to discuss and debate investments within a DC framework. Each year, topics of interest and speakers of note are included in the agenda.

The Membership Board Meeting coincides with the Investment Forum and combines our annual business meeting, where we appoint officers and committee leaders, with educational sessions led by plan sponsors and DCIIA members who are leading various projects and initiatives. One DCIIA voting Board Member and one observer are invited to attend from each member firm. We strive for 100% participation so all member organizations have representation at this important event.

Note: DCIIA reserves the right to use any photograph/video taken at any event sponsored by DCIIA, without the expressed written permission of those included within the photograph/video. DCIIA may use the photograph/video in publications or other media material produced, used or contracted by DCIIA including but not limited to: brochures, invitations, websites, etc.

Save the Date: January 22-23, 2018

This year the Forum will comprise 2-3 panel sessions on timely topics in the investment industry. We will have panelists (including plan sponsors) with differing points of view so that we can have a well-rounded discussion on each topic.

Add to Calendar

Please click here to add the Investment Forum & Membership Board Meeting to your calendar.

Upcoming Events



Forum and hotel registration begins – Please click here to register for the Forum.

Please click here to make your hotel reservation. If you need hotel assistance, please contact our event team at:



Hotel Registration Deadline – Please book your hotel accommodations while there is still space available in the DCIIA room block. The DCIIA group rate ($339 + tax) is available until December 23, 2017 subject to availability.



Agenda and other meeting materials will be available for downloading or printing.



Please click here to add the Investment Forum & Membership Board Meeting to your calendar.

Registration Opens 11/14/2017!



Meeting and Hotel Location

W Fort Lauderdale
401 North Fort Lauderdale Beach Blvd.
Fort Lauderdale, FL
Phone: 1.954.414.8200

Investment Forum Schedule of Events

Monday, January 22

5:30 - 7:30 pm Opening Cocktail Reception & Dinner

Tuesday, January 23

8:00 - 8:45 am Committee Meetings
9:00 am - 5:00 pm

Member Board Meeting & Investment Forum
Investment Forum Topics Include:

  • Digital Advice & Managed Accounts
  • Effective Diversification
  • Multi-Manager Approach
5:00 - 6:00 pm Cocktail Reception
6:00 pm Local Dine Arounds

Past Investment Forum & Membership Board Meeting Materials

2018 Investment Forum Materials (TBD)
2018 Membership Board Meeting Materials (TBD)

2017 Investment Forum Materials
2017 Membership Board Meeting Materials

2016 Investment Forum Materials
2016 Membership Board Meeting Materials