Alliance Connects for Chief Investment Officers is invite-only and exclusively for specialized leaders at FWA member firms. During this roundtable discussion with trusted peers, we expect to cover a wide range of topics, including private asset platforms, investment technology stacks, macro insight sources, cross-functional communication, team/compensation structures, goals-based investing, and more.

The meeting is scheduled for July 21 from 9 a.m. to 4 p.m. at the Boston InterContinental. Attendance costs $995. As with all our events, the agenda will be shaped by attendee feedback, and you'll be able to suggest topics when you register.

FWA member firms may send only one invited representative to this event. All attendees are subject to approval by FWA staff.

This is a pre-conference event for the 2026 Alliance Summer Gathering taking place at the same location, beginning at 5 p.m. on July 21 through 4 p.m. on July 22. If you are planning to attend both, separate registration is required.

This event is sponsored by Canvas Custom Indexing.