Annual Northern California Institutional Forum 2026

The 2026 forum takes place at Claremont Club & Spa - A Fairmont Hotel in Berkeley, California.

The intended audience includes fund leadership teams, investment officers, board members, trustees, and consultants.

It is most useful for pension, endowment, foundation and insurance asset owners in California, including investment officers, trustees and board members, because the agenda is built from feedback by that community and the room is aimed at peer discussion among them. Managers and service providers seeking a broad national audience would find a narrower, regional pool, though a sponsor such as MetLife Investment Management shows there is a route in for firms that sell to these allocators.

Institutional investors at forums like this usually wear business attire, meaning suits or blazers with dress shirts and ties optional, or equivalent professional dress. A resort and spa hotel in Berkeley may soften the tone slightly toward smart business casual in the evenings.