Forum for Institutional Investors: Protecting Shareholder Rights; New Orleans, LA — April 10-13, 2019


Our Forum is designed to help fiduciaries enhance their knowledge of the US securities markets and deepen their understanding of fiduciary responsibilities. We will also explore important issues of shareholder rights, corporate governance, and securities litigation that affect pension funds today.

One of the premier educational conferences in the field, the Forum brings together representatives of public pension systems, Taft-Hartley funds, and other institutional investors from around the globe with experts from corporate America, finance, the law, academia, and the media in a relaxed, collegial setting. The educational sessions will provide a valuable learning experience, while the evening events at various New Orleans’ landmarks will be the backdrop for excellent opportunities to interact with colleagues and friends.

Our Keynote Speakers


Adm. Mike Mullen

United States Navy (Ret.) Former Chairman, Joint Chiefs of Staff


Ronan Farrow

Pulitzer Prize winning journalist, lawyer and government advisor


Preet Bharara

Former United States Attorney for the Southern District of New York

Click here for full list of speakers.

About the Program

We invite administrators, trustees, directors, fund counsel and other leaders of the institutional investor community to join us for our 2019 Forum. Our seminar will feature notable keynote speakers, as well as analysis and panel discussions from a broad array of industry officials and experts — including executive directors, business managers, trustees and fund counsel — on a variety of topics relevant to fiduciaries:

  • The critical role the institutional investor community and shareholder litigation have played, and should play, in preserving the integrity and transparency of our capital markets since the passage of the Private Securities Litigation Reform Act;
  • An overview of the changing regulatory, legislative and market landscape, and the challenges they present to investor rights;
  • The importance of portfolio monitoring in protecting institutional assets;
  • The key factors involved in determining when, and when not, to get involved in a securities litigation;
  • Best practices for executives and counsel of pension funds and other institutional investors;
  • The pros and cons of active and index investing for institutional portfolios;
  • Developments “since Morrison” — a comprehensive look at the landscape of shareholder litigation outside the US;
  • The evolution of institutional investor activism and the impacts it has had on the C-suite and reforming corporate governance over the last two decades;
  • Roundtable discussions featuring pension fund executives and outside counsel sharing their experiences and challenges managing retirement savings in today’s landscape;
  • How the US markets, securities laws and class action system are viewed by the international financial community; and
  • Current litigation trends, the nature of the corporate misconduct driving them, and discussion of the state of the US securities market. 

CLE accreditation of the program is pending. 
There is no fee associated with seeking CLE credit for this event.

For more information, please contact Amanda Rekemeier, Director of Client Relations,
at or at (212) 554-1451 with any questions.

About the Venues

The National WWII Museum will host educational portions of the Forum. Located in New Orleans’ historic Warehouse District, the museum tells the story of the American experience in the war that changed the world.

Sessions will also be held at the renowned Arnaud’s Restaurant in the colorful French Quarter. 

In addition, the Pontchartrain Hotel — the “Grande Dame” of New Orleans hotels — will host breakfast/brunch roundtables on a variety of industry topics and updates on ongoing major litigations. 


The registration fee for this seminar is $625 per person.

The registration fee is intended to cover meals and entertainment in conformity with many jurisdictions' gift/gratuity limitations or restrictions, and represents our best estimate at the pre-event stage.  If you are not governed by these restrictions, you may choose the "Registration fee waiver" option provided on the online registration form.

For qualified institutional investors from the United Kingdom and Europe, the registration is automatically waived unless required by your jurisdiction.


BLB&G has reserved blocks of rooms at two nearby hotels:

Hotel Indigo (877-394-5763) 
Block code: BLB 

April 10-11: $149 per night

April 12: $159 per night

Click here to reserve a room online.

King or queen rooms available.

Hampton Inn – Garden District (504-899-9990)
Block code: BLB 

April 10-11: $159 night 

April 12: $179 per night

King or double rooms available.