Wealth Insights Series

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Clarity and Confidence

Wealth Insights Series

Better Decisions on Risk Capital and Human Capital

About the Event

Investment risks and opportunities are constantly evolving and increasingly complex. Against a backdrop of economic and market volatility, gaining clarity into investment decisions, and how they are executed, will be critical to mitigating risks and seizing opportunities to protect and grow portfolios.

Join us for the 2024 Aon Wealth Insights Series when we will bring together asset owners, asset managers, and Aon’s investment leaders to consider the challenges facing investors, exchange insights and ideas, and explore future investment opportunities with confidence.

This year’s series is proud to offer:

  • Two flagship conferences held in London and Miami when we will bring together hundreds of industry leaders for informative and engaging multi-day sessions.
  • Our Asia Pacific Investment Forum in Hong Kong, a one-day, educational meeting showcasing the best of Aon’s regional investment leaders and insights.

Conferences

Asia Pacific Investment Forum

What Delegates Can Expect:

Asset Owners
  1. Hear from Aon's investment and business leaders to learn more about our business and investment priorities.
  2. Engage with asset owners and gain insights to their investment challenges and objectives.
  3. Connect with Aon's business leaders and experts from our manager research, consulting, and delegated investment teams to discuss new and developing investment ideas.
  4. Share perspectives with asset managers and investment service providers.
Asset Managers & Investment Service Providers
  1. Connect with asset owners and Aon's investment and business leaders in key markets.
  2. One-to-one in-person or virtual meetings with business leaders from across Aon wealth, client relationship management and global investment manager research teams.
  3. Access to Aon's quarterly Global Market Outlook reports.
  4. Exclusive, post-event invitations to Market Outlook updates and Manager Research & Client Insights briefings including webinars and roundtables.
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We look forward to this series every year as an opportunity to bring together the investment community. Through new perspectives, attendees can better navigate future risks and opportunities with clarity and confidence.

Russ Ivinjack
Russ Ivinjack
Global Chief Investment Officer, Aon

Is There A Fee To Attend?

Attendance is free for representatives of pension plans, insurers, wealth managers, charities, endowments, sovereign wealth funds, and foundations.

A fee will apply for delegates representing asset management and investment service provider firms. For the purposes of Aon's Wealth Insights Series 2024, we define asset managers as representatives of firms managing institutional assets directly, and investment service providers are defined as firms providing auxiliary and administrative institutional investment services, including investment index firms, data providers and custodians.

  • London conference* – £12,000 GBP + local taxes, per delegate
  • Miami conference* – $17,500 USD, per delegate
  • Asia Pacific Investment Forum - separate pricing schedule with a standard rate of $12,000 USD + local taxes. An early bird discounted rate of $10,000 USD per delegate plus special $5,000 USD for each additional delegate is available if invoice is paid before June 30, 2024.

*After the purchase of 4 full-priced conference delegate passes, a 10% discount will apply to any additional conference pass purchased by the same firm. Attendance at the Asia Pacific Investment Forum is not applicable to the London/Miami conference discount.

  • Terms and Conditions
    • Attendance is free of charge for asset owners, defined as representatives of pension plans, insurers, wealth managers, charities, endowments, and foundations.
    • Asset managers are defined as representatives of firms managing institutional assets directly, and investment service providers are defined as firms providing auxiliary and administrative institutional investment services, including investment index firms, data providers and custodians.
    • Upon registration for the Wealth Insight Series London and/or Miami conferences, asset managers and investment service providers are making a commitment to paying the required fee to attend and arrangements will be made for payment. The fees are as follows:
      • London conference – £12,000 GBP, per delegate
      • Miami conference – $17,500 USD, per delegate
      • After 4 full-priced delegate passes, a 10% discount will apply to any additional passes purchased by the same firm
    • The Wealth Insights Asia Pacific Investment Forum, being held in Hong Kong, has a separate pricing schedule as follows:
      • Standard pricing of $12,000 USD
      • Early bird discounted rate of USD $10,000 per delegate plus special $5,000 USD for each additional delegate. To qualify for discounted rate, invoice must be paid before 30 June 2024
      • Attendance at the Forum is not applicable to discounts at the Wealth Insights Series London or Miami conferences
    • The fee stated does not include local taxes nor any costs associated with travel, hotel accommodation and refreshments for which each delegate is responsible. It is the responsibility of each delegate to ensure participation in the Wealth Insights Series (inclusive of Conferences or Forums) will not breach any agreement, obligation, restriction or duty they may have to any party, including, without limitation, their employer or a third party.
    • Bills will be invoiced in the local currency of the event and will include all applicable taxes and fees.
    • For asset managers and investment service providers, payment in full is required before the first day of the event(s) for which they have registered. In the event of cancellation, a charge will not be applied if notification is received in writing 30 days before the first day of each event. Payment in full will be required where cancellation requests are received less than 30 days before the event(s) except in cases of Force Majeure or termination for breach.
    • Aon reserves the right to limit the number of attendees from each firm and to decline registrations that do not align with our intended target audiences, including those received from competitors.
    • Aon’s receipt of revenue from asset managers will not result in any preferential treatment by Aon when evaluating, rating, or recommending asset managers or their products or strategies including those relating to any of their affiliates.
    • Similarly, an asset manager’s decision to not attend the Aon Wealth Insights Series will not result in any less preferential treatment by Aon when evaluating, rating, or recommending asset managers or their products or strategies including those relating to any of their affiliates.
    • Aon accepts no responsibility for the views or opinions of the speakers or any other persons (including external speakers) at the Series.
    • Aon reserves the right to make changes to the agenda including session speakers at any time without prior notice.
    • While the goal of Aon Wealth Insights Series is to foster communication across asset owners, asset managers and Aon, registration and/or attendance at this event does not guarantee access to any specific person(s) at any firm, inclusive of Aon.
    • By registering for one or more of these events, you consent to share data with third party providers for the ongoing execution of event planning and organization, for the purposes of conflict-of-interest disclosures, and any other disclosures that Aon, its subsidiaries and/or affiliates may be required to make under relevant laws and/or government regulations.
    • Aon and other Aon Group companies will use your personal information to contact you from time to time about other products, services and events that we feel may be of interest to you. All personal information is collected and used in accordance with our privacy statement. Please see below to manage your communication preferences.
  • Disclaimer

    Any opinions, estimates, forecasts, and statements of financial market trends discussed during the Aon Wealth Insights Series (inclusive of Conferences and Forums) are subject to change without notice due to changes in the market or economic conditions. Views and opinions may not represent those of Aon, its subsidiaries and/or affiliates.

    Aon Wealth Solutions' business in the UK is provided by Aon Solutions UK Limited — registration number 4396810 and Aon Investments Limited – registration number 5913159, both of which are registered in England and Wales have their registered office at The Aon Centre, The Leadenhall Building, 122 Leadenhall Street, London EC3V 4AN. Tel: 020 7623 55000. Aon Investments Limited is authorised and regulated by the Financial Conduct Authority.

    The Wealth Insights conference is sponsored and operated by Aon Consulting Inc. Investment views are provided by Aon Investments USA Inc. and/or Aon Solutions Canada Inc., which are Aon Consulting Inc. affiliates.

    Aon Investments USA Inc. (“AIUSA”) is a federally registered investment advisor with the U.S. Securities and Exchange Commission. AIUSA is also registered with the Commodity Futures Trade Commission as a commodity pool operator and a commodity trading advisor, and is a member of the National Futures Association.

    In Canada, Aon Solutions Canada Inc. and Aon Investments Canada Inc. are indirect subsidiaries of Aon plc, a public company trading on the NYSE. Investment advice to Canadian investors is provided through Aon Investments Canada Inc., a portfolio manager, investment fund manager and exempt market dealer registered under applicable Canadian securities laws.

    Aon Wealth Solutions’ business in Hong Kong is provided by Aon Hong Kong Limited – registration number 03519084, incorporated under the laws of Hong Kong with its registered office at 33/F& 34/F One Island East Taikoo Place 18 Westlands Road Quarry Bay Hong Kong. Aon Hong Kong Limited is regulated by The Insurance Authority and does not conduct any regulated investment advisory activities under Hong Kong regulations.

    If you have any questions, contact [email protected].

    Copyright © 2024
    All rights reserved. aon.com.

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