Knowledge and Network to Make Impactful Decisions
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SWF
Summit

is an initiative by the Sovereign Wealth Fund Institute (SWFI), a globally recognized authority in the field of institutional investing. SWFI offers insights, information, and services related to the activities and trends among global institutional investors.

We organize a series of impactful conferences, in different parts of the world, to foster global collaboration and innovative thinking amongst the various stakeholders in the global investment and finance community.

Global institutional investors

A
Gateway

SWF Summit is your gateway to the world of institutional investing excellence. We are dedicated to bringing together global investors, including sovereign wealth funds, pensions, family offices, and other institutional investors. Our mission is to empower you with the insights, connections, and resources you need to thrive in the ever-evolving world of long-term asset ownership.

NETWORK,
LEARN, AND
SHARE.

SWF Summit's dedicated team curates and hosts exclusive marquee events to cultivate networking, stimulate thought leadership, and provide tailored content for global institutional investors. Embracing collaboration, knowledge exchange, and responsible investment practices, we extend an invitation for you to join us on this exhilarating expedition to shape the future of institutional investing.

Foster Networking

We bring together investors from around the world, enabling you to connect with peers, share experiences, and forge valuable partnerships. Your network is your net worth, and SWF Summit helps you expand it.

Ignite Thought Leadership

Our events feature industry experts, policymakers, and thought leaders who share their insights on pressing issues in the world of institutional investing. Be inspired, stay informed, and drive innovation in your investment strategies.

Deliver Targeted Content

SWF Summit events are structured to address specific regional and global challenges. Whether it's the Global Wealth Conference (GWC), G21 Family Office Round Table (FORT G21), FORT North America, I4 (Institutional Investment Insights Interchange) or other conferences, you can expect content tailored to your needs.

Explore Investment Opportunities

Discover new opportunities and projects presented by asset managers, private equity firms, and infrastructure developers. SWF Summit is your gateway to strategic investments.

Navigate Regulatory Changes

Stay ahead of the curve by gaining insights into policy and regulatory developments that may impact your investment decisions. Our events feature discussions on emerging regulations and compliance issues.

COLLECTIVE KNOWLEDGE

We believe that the collective knowledge and expertise of institutional investors are key drivers of global economic growth and stability. By creating a platform that fosters collaboration, shares knowledge, and promotes responsible investment practices, we aim to empower you to make informed decisions that benefit your organization and society as a whole.

Discover the essence of institutional investing excellence through our portfolio of distinctive conferences. Each of our signature gatherings is meticulously crafted to cater to the unique needs, interests, and priorities of institutional investors worldwide. Join us at these exclusive gatherings to engage with industry experts, forge valuable connections, and stay at the forefront of global investment trends.

BY
INVITATION
ONLY
GATHERINGS

Secure Your SWF Summit Membership Now,
Attend All Our Global Events in 2024

Become a member of SWF Summit' as an individual, corporate, or startup to leverage exclusive benefits. Empower your organization's decision-makers, stay at the forefront of industry trends, and make well-informed choices.

Individual
Membership

Corporate
Membership

Startup
Membership

SWFI Signature Events
Around The World

Global Wealth
In Action

Fort

Preserving Legacy.
Promoting Prosperity.

Institutional Investment
Insights Interchange

SWFI Signature Events
Around The World

Global Wealth
In Action

Preserving Legacy.
Promoting Prosperity.

Fort

Institutional Investment
Insights Interchange

Global Wealth Conference (GWC) is a three-day gathering hosted in partnership with the City of London, held at iconic locations such as the UK Parliament and the historic Great Hall of Guildhall, in the month of May. This annual event brings together Global Wealth Leaders to engage in insightful discussions and share global investment strategies and opportunities in alignment with the current global economic and financial landscape.

KEY THEMES
INCLUDE

Global
Investment
Trends

Global Economic Outlook

Sustainable
Finance

Global Investment Trends

Geopolitics and
Global Trade

Global Markets
and Geopolitics

Startups and
Venture Capital

Technology and
Innovation

SWF Summit is a two-day gathering designed to facilitate connections between participants in the sovereign ecosystem and sovereign investment leaders, policymakers, and experts in the G21 countries. Conducted in partnership with the G21 presiding country, the dates and venue are finalized in consultation with the G21 presiding country. This event provides a platform to discuss and commit to G21 goals.

Logo

KEY THEMES INCLUDE

Global Economic
Landscape

Sustainable
Development
Goals (SDGs)

Infrastructure
Investment

Trade and
Globalization

Climate
Finance

Financial
Inclusion

Debt
Sustainability

Social Impact
Investing

Technology and
Innovation

Environmental
Economics

Healthcare and
Pandemic
Preparedness

Youth and
Education

Food Security and
Global Hunger

Gender Equality
and Women's
Empowerment

Energy Transition
and Sustainability

Family Office Round Table North America (FORT) is a two-day private gathering that brings together family offices and ecosystem participants to build relationships, share opportunities, access capital, exchange knowledge, and explore synergies. The event is typically held multiple times a year, in different geographical regions e.g. North America, Europe, Middle East, South East Asia etc. The focus of the gathering tends to be on the region hosting the event.

KEY THEMES
INCLUDE

Global
Economic
Landscape

Global
Wealth
Management

Wealth
Preservation and
Legacy Planning

Sustainable
Development

Post-oil
Economy

Legacy
Planning

Estate
Planning

Asset
Protection

Wealth
Education

Philanthropy and
Social Impact

Tax and Legal
Strategies

Investment
Diversification

Family Office
Best Practices

Investment
Strategies

Family Office Round Table G21 (FORT G21) is a private gathering hosted by SWFI in collaboration with the Riyadh Chamber of Commerce and Saudi Chamber of Commerce. Family offices from G21 nations convene in Riyadh, the capital of Saudi Arabia, for two days, typically in the month of March, to engage in discussions focused on wealth preservation, wealth generation, co-sharing, and legacy planning, with a focus on the Gulf countries.

FORT
G21

KEY THEMES INCLUDE

Global
Economic
Landscape

Global
Wealth
Management

Wealth
Preservation and
Legacy Planning

Investment in
the Gulf
State

Gulf
Economic
Outlook

Sustainable
Development

Post-oil
Economy

Islamic
Finance

Legacy
Planning

Estate
Planning

INSTITUTIONAL INVESTMENT INSIGHTS INTERCHANGE (I4)

I4 is an exclusive monthly gathering under the SWF Summit banner, in collaboration with renowned universities. This event brings together a select group of influential voices in the world of institutional investing. Held for three hours in a relaxed atmosphere, it provides opportunities to connect, share insights, and equip participants with the knowledge, network, and resources to make impactful decisions. The dates and the venue for these meetings are finalized in consultation with collaborating universities. See website for details.

KEY THEMES
INCLUDE

Investment
Trends and
Strategies

Navigating
Market
Volatility

Economic
Insights

Sustainable
Finance

Geopolitical
Impact

Technology and
Innovation

Digital
Transformation in
Finance

Impactful ESG
Strategies

Global Wealth Conference, London, 2023
FORT North America 2023
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RECOGNIZING GOOD FELLOWS
IN SWF SUMMIT EVENTS

Empowering Decision-Makers:
The SWF Summit Advantage

SWF Summit plays a crucial role in helping decision-makers across the entire gather insights, network, and engage in discussions that directly influence their respective domains and facilitate impactful decision-making.

Our team at SWF Summit is committed to curating and hosting a series of marquee events designed to foster networking, ignite thought leadership, and deliver targeted content specifically tailored to the needs of institutional investors worldwide. We believe in the power of collaboration, knowledge sharing, and responsible investment practices, and we invite you to join us on this exciting journey towards shaping the future of institutional investing. Our events are designed to:

Foster Networking

We bring together investors from around the world, enabling you to connect with peers, share experiences, and forge valuable partnerships. Your network is your net worth, and SWF Summit helps you expand it.

Ignite Thought Leadership

Our events feature industry experts, policymakers, and thought leaders who share their insights on pressing issues in the world of institutional investing. Be inspired, stay informed, and drive innovation in your investment strategies.

Deliver Targeted Content

SWF Summit events are structured to address specific regional and global challenges. Whether it's the Global Wealth Conference (GWC), G21 Family Office Round Table (FORT G21), FORT North America, I4 (Institutional Investment Insights Interchange) or other conferences, you can expect content tailored to your needs.

Explore Investment Opportunities

Discover new opportunities and projects presented by asset managers, private equity firms, and infrastructure developers. SWF Summit is your gateway to strategic investments.

Navigate Regulatory Changes

Stay ahead of the curve by gaining insights into policy and regulatory developments that may impact your investment decisions. Our events feature discussions on emerging regulations and compliance issues.

1 SOVEREIGN WEALTH FUNDS (SWFs)
Networking and Partnerships

SWF Summit events provide a platform for SWFs to network with peers, global leaders, and policymakers. These connections lead to potential collaborations and partnerships that can enhance investment opportunities.

SWF Summit invites renowned speakers and experts to share their insights on global economic trends, investment strategies, and policy changes. SWFs gain access to valuable knowledge that informs their investment decisions.

SWF Summit allows SWFs to engage with policymakers and thought leaders, enabling them to shape regulations and governance that affect sovereign investments. This influence ensures favorable conditions for investment.

SWFs gain a holistic view of the global economic landscape, enabling them to align their portfolios with changing dynamics and emerging opportunities.

2 Allocators
Diversification Strategies

SWF Summit events present innovative approaches to portfolio diversification and risk management. Allocators can adopt these strategies to optimize investment allocation across asset classes and regions.

Networking at SWF Summit gatherings opens doors to potential investment partners, including SWFs, family offices, and institutions. Allocators can identify promising opportunities for their clients.

Allocators can access insights from industry experts and peers, helping them refine their allocation strategies and make informed investment decisions.

3 Family Offices
Wealth Preservation

SWF Summit events explore strategies for wealth preservation and legacy planning. Family offices gain insights into how to protect and grow their wealth over generations.

Family offices can explore alternative investment opportunities discussed at SWF Summit, including startups, venture capital, and ESG investments, diversifying their portfolios.

Sessions at SWF Summit events address best practices for collaboration among family members and generations, helping family offices make collaborative decisions.

Family offices build connections with other family offices, institutions, and potential investment partners, expanding their network and investment opportunities.

4 Pension Funds
Long-Term Sustainability

SWF Summit provides insights into long-term investment strategies, ensuring the sustainability of pension funds. Decision-makers can adopt these strategies to secure retirement benefits for beneficiaries.

Pension funds learn effective risk management techniques in a dynamic investment landscape, allowing them to safeguard assets and make secure investment decisions.

SWF Summit offers insights into global economic trends and their impact on pension fund investments. Decision-makers can adjust their strategies accordingly.

5 Public Funds
Financial Inclusion

Public funds explore opportunities for financial inclusion and investment in underserved sectors, contributing to economic development. Decision-makers can align investments with societal goals.

SWF Summit discussions cover infrastructure development projects and investment prospects, helping public funds identify vital infrastructure investments.

Public funds learn about sustainable finance models and ESG integration into portfolios, making environmentally responsible investment decisions.

Public funds foster collaborations with other public funds and international organizations to promote sustainable growth and development.

6 Endowments
Mission-Aligned Investments

SWF Summit events offer strategies aligned with endowment missions and values, aiding decision-makers in making purpose-driven investments.

Endowments discover avenues for investing in social impact projects and philanthropic initiatives, enabling impactful decisions in line with their mission.

SWF Summit provides strategies to grow endowment assets while maintaining financial stability, assisting in asset growth decisions.

Endowments learn about wealth preservation and legacy planning, facilitating informed decisions regarding their financial legacy.

7 Financial Institutions
Market Insights

SWF Summit offers market intelligence and investment insights from industry leaders, helping financial institutions make well-informed decisions.

Decision-makers can identify collaboration opportunities with SWFs, family offices, and institutions, enhancing their partnership and investment options.

Financial institutions stay informed about regulatory changes affecting the financial sector, guiding their compliance and governance decisions.

Engaging with thought leaders on topics such as fintech, cybersecurity, and innovation influences decision-making in technology and strategy investments.

8Private Equity Firms
Access to Capital

SWF Summit connects private equity firms with potential investors, including SWFs and family offices, enabling decision-makers to make informed investment choices.

Private equity firms explore investment opportunities in startups, venture capital, and alternative investments, influencing investment decisions.

Discussions on exit strategies and opportunities at SWF.

9Media Houses
Access to Experts

SWF Summit invites prominent speakers and experts in economics, finance, and policy. Media professionals gain access to these experts for interviews, insights, and commentary, enhancing the quality and depth of their reporting.

Media houses can attend panel discussions and sessions focused on global economic trends, investment strategies, and geopolitical developments. They can gather in-depth analysis and expert opinions to provide valuable content to their audience.

Journalists and reporters can build relationships with thought leaders, policymakers, and industry experts at SWF Summit events. These connections provide valuable sources and contacts for future stories.

SWF Summit covers pressing topics each month, ensuring that media houses have access to timely and relevant content for their reporting and analysis.

Attendees gain a global perspective on economic and investment issues, helping media houses produce well-rounded and informed reports on international events and trends.

10Academics
Research Opportunities

SWF Summit events provide academics with real-world case studies and insights into global economic trends and investment strategies. These insights can inform research projects and academic publications.

Academics can connect with industry professionals, policymakers, and fellow researchers, fostering opportunities for collaboration and joint research initiatives.

SWF Summit often includes data and research presentations, granting academics access to valuable datasets and information for their studies.

Academics can use the content from SWF Summit events as teaching material, ensuring that students are exposed to the latest developments in finance, economics, and investment.

Engaging with thought leaders and experts in the field enhances academic knowledge and facilitates discussions on emerging trends and theories.

11Law Firms
Legal Insights

SWF Summit events cover legal aspects of investments, governance, and policy changes. Law firms gain valuable legal insights to better advise their clients in the financial and investment sectors.

Law firms can connect with sovereign investment leaders, policymakers, and decision-makers, creating opportunities for legal consultations and representation.

Attending SWF Summit allows law firms to engage in discussions related to regulations and governance, providing a platform to shape legal frameworks that impact investment and financial industries.

Building relationships with attendees, including family offices, financial institutions, and SWFs, can lead to client referrals and legal representation opportunities.

Law firms stay up-to-date on regulatory changes, legal requirements, and industry trends discussed at SWF Summit events, ensuring that they can provide informed legal counsel to their clients.

12Policymakers / Elected Representatives
Policy Insights

SWF Summit covers policy-related topics, including economic outlooks, trade policies, and sustainability goals. Policymakers and elected representatives gain insights into the global economic landscape.

Policymakers can network with global thought leaders, sovereign investment leaders, and industry experts to build relationships and gather diverse perspectives on policy issues.

Attending SWF Summit allows policymakers to engage in discussions about global goals and initiatives, contributing to international policymaking and cooperation.

Policymakers can assess the potential impact of their decisions on global investments, trade, and economic stability by participating in discussions with experts.

Policymakers learn about sustainable finance models, environmental policies, and inclusive economic practices, facilitating decisions that promote environmental and social goals.