The Retreat

Consultant Retreat

The Consultant Retreat aims to increase access to institutional investment consulting firms for our membership base in order to facilitate an increased number of research meetings and allow consultants to learn about the diverse investment managers that offer products aligned with their asset allocations.

This event will allow asset managers and consultants to network, dialogue, and gain crucial exposure for diverse firms that will assist them in strengthening their client base.

This retreat will bring together consultants and minority and women owned asset management firms to share best practices around pitching to consultants, marketing your firm to consultants and learning about consultant diversity and inclusion initiatives. The day’s experience will end with virtual small group meetings for consultants and managers.

Please contact Marshay Hall, Director of Programs and Communications with questions and to be added to the registration notification list at


Please Save the Date for our upcoming Consultant Retreat. We will be IN-PERSON at the KPMG Lakehouse facility in the Orlando, FL area. Please SHARE this information with asset managers and consultants in your network.

4th Annual Consultant & Managers Retreat

will take place :
October 20-21, 2022