AIF Institute

Discover the AIF Institute

AIF Institute collage of photos from various forums and events

Bringing customized education to institutional investors globally

AIF Institute Live: Global Investor Series

AIF continues to be at the forefront of providing customized education to institutional investors globally, leading multi-faceted educational initiatives and collaborating with the world’s most-respected academics, thought leaders, and private-sector contributors.
AIF Institute Live: Global Investor Series. Bringing Customized Education to Institutional Investors Globally
AIF Advisory Board Chair Josh Lerner leads academic session at AIF Global Annual Meeting

Collaborating with the world’s most-respected academics, thought leaders, and private-sector contributors​

The AIF Institute provides customized educational programs to institutional investors on a standalone basis or in combination with its roundtable discussion forums. The AIF Institute creates bespoke programming for institutional investors:

  • Covering topics in which investors have expressed interest to AIF
  • Building upon programs that AIF has successfully delivered to other institutional investors
  • Sharing the best ideas and best practices that AIF has observed in other institutional investors
AIF continues to be at the forefront of providing customized education to institutional investors globally.

Educational Partnership with the National Institute of Public Finance

AIF began collaboration with the National Institute of Public Finance (NIPF) in 2014 and helped to create the nation’s first Certificate in Public Treasury Management (CPTM) program, which was held at Pepperdine University in July 2015.

The state treasurers were sufficiently pleased and invited AIF back to help create and facilitate the Educational Partnership with the National Institute of Public Finance 2017 and 2019 CPTM programs and to have AIF combine its West Coast Investors’ Forum with the NIPF’s alternative investments sessions.

U.S. Treasury Secretary Timothy Geithner addresses participants at the 2015 National Institute of Public Finance, in partnership with the AIF Institute
National Institute of Public Finance logo. In partnership with Pepperdine Graziadio Business School. Leadership. Responsibility. Growth. Sustainability.

Cutting-Edge Curriculum for an Immediate, Sustainable Impact

Each year, more than 200 state treasurers, CIOs, investors, and public-sector professionals participate in the NIPF in partnership with the AIF Institute. The post-NIPF data indicate that 98.5% of investors and participants gained a positive learning and collaboration experience, with 93.7% indicating immediate planned application of learning in their states and organizations.

The AIF Institute recently completed the NIPF’s third-consecutive CPTM program in California in July 2019, and is currently planning for the 2021 NIPF.
Large lecture hall at the National Institute of Public Finance, Treasury Secretary Robert Rubin speaking to participants

Collaboration with Leading Public Pension Systems Nationally and Internationally

The AIF Institute has collaborated with CIOs and AIF’s Board members and member firms to create customized educational programming for national and international programs including the National Institute of Public Finance, Israel Investors’ Symposium, Infrastructure Investing Symposium, Employees Retirement System of Texas, Texas Municipal Retirement System, Maryland State Retirement and Pension System, and others, and is working with additional states and pensions globally to create trustee and board programs.

Participants of AIF Institute’s trustee and board programs benefit by:

  • Gaining trustee and investor governance and board management best practices
  • Engaging in collaborative discussions
  • Receiving timely core-investment education
  • Leveraging academic application of trustee and investor core skills
  • Earning continuing education credits
We invite you to learn more about the AIF Institute and how we can partner with you to deliver custom, industry-leading investor education to your organization.