Join us in Miami to explore the theme of investment leadership in today’s complex world and to discuss the critical decisions – for portfolios, people and investment processes - necessary to approach the future with clarity and confidence.

We invite you to join us for a welcome reception on the evening of December 8th, followed by an engaging two-day conference at the iconic Fontainebleau Hotel in Miami Beach. The conference will feature insightful main stage sessions and in-depth breakouts, along with valuable opportunities for networking and collaboration, including one-on-one meetings with Aon representatives.

The 2025 Wealth Insight Series – Miami is a must-attend conference that brings together asset owners, asset managers, investment service providers, and Aon colleagues. We hope to see you there!

What Delegates Can Expect

Asset Owners

  • Connect with Aon's business leaders and experts from our manager research, consulting, and delegated investment teams to explore new and emerging investment ideas.  
  • Engage with fellow asset owners to discuss their investment challenges and objectives.  
  • Hear from Aon's investment and business leaders to learn more about Aon’s business and investment priorities. 
  • Share perspectives with asset managers and investment service providers. 

Asset Managers

  • Connect with asset owners and Aon's investment and business leaders in key markets.  
  • Hear from Aon's investment and business leaders to learn more about Aon’s business and investment priorities. 
  • Participate in up to four one-on-one meetings with leaders from Aon's Wealth Investments practice, including business leaders, client consultants, and research team members. 
  • Gain access to Aon's quarterly Global Market Outlook reports.  
  • Receive exclusive invitations to Aon’s Wealth Solutions insights and activities, such as Market Outlook updates and Manager Research & Client Insights briefings. These may include webinars and roundtable discussions that provide insights into Aon's research process and strategic agendas. 

Agenda and Topics Overview

Specific agenda details, including information about speakers and sessions, will be released closer to the event.

On Monday, December 8th, the conference will begin with optional one-on-one meetings with Aon colleagues in the late afternoon, followed by a Welcome Reception in the evening.

On Tuesday, December 9th, the agenda will feature keynote speakers, main stage sessions with Aon subject matter experts and thought leaders, panel discussions, breakout sessions on various topics, and continued networking opportunities including the optional one-on-one meetings with Aon colleagues. In the evening, an additional networking opportunity will be available with a cocktail reception and dinner.  

On Wednesday, December 10th, the conference will continue with additional breakout sessions and main stage speakers, concluding with lunch and optional one-on-one meetings with Aon colleagues. 

Agenda topics will include, but not be limited to:

  • Aon’s take on global opportunities
  • Market trends we view as most impactful 
  • Staying relevant in an evolving landscape    
  • New approaches for investment strategy
  • Institutional investor needs across the spectrum of investing  
  • Hot topics in operational due diligence  
  • Perspectives on private markets
  • Institutional investor-specific content (e.g., Corporate Defined Contribution, Corporate Defined Benefit, Public Funds, Endowment and Foundation, etc.)

For any questions, please email wealthinsightsseries@aon.com, and a member of our team will respond as soon as possible. 

Leaders and Speakers

Please see the Agenda and Speakers tabs for more information! Attendees can expect to hear from engaging external speakers in addition to Aon’s investment leaders and experts from our teams in asset allocation, client consulting, delegated investment, and investment manager research. 

Russ Ivinjack

Global Chief Investment Officer

Ari Jacobs

Senior Partner, Global Head of Investments

Karen Rode

Senior Partner, Global Head of Private Markets

Bryan Ward

Senior Partner, Head of U.S. Investments

Beth Halberstadt

Senior Partner, US Investments Solution Leader

Maria Johannessen

UK Head of Investments

 

Delegate Fees

Attendance is free for asset owners, defined as representatives of pension plans, insurers, wealth managers, charities, endowments, and foundations.

Asset Managers and Investment Service Providers will be required to pay a fee of $17,500, per delegate, to attend. 

After the purchase of 4 full-priced conference delegate passes across the London and/or Miami conferences, 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. For more information, see the Terms and Conditions.

Hotel Reservations

Fontainebleau Miami Beach
4441 Collins Ave
Miami Beach, FL 33140
Check-in: 4:00 PM Check-out: 11:00 AM  

Since its creation, Fontainebleau has steadily built upon its legacy as a cultural icon. America’s first luxury resort has a name synonymous with enduring character and captivating prestige.

A link to reserve your hotel room will be sent in your confirmation email at the completion of registration. Attendees pay for all room nights and incidentals. The negotiated group room rate is $314 per night, plus tax and a $42 nightly resort fee. The Aon room rate is available while space remains in our room block or until Friday, November 15, 2025 – reserve early to guarantee your reservation and our negotiated rate!

Note: The hotel will charge a one night stay as a deposit hold when you book your room. If you need a receipt for this charge, please email reservations@fontainebleau.com.

Booking Travel

Attendees are responsible for their own travel arrangements. The hotel is located 30 minutes from Miami International Airport (MIA).

The conference Welcome Reception begins Monday, December 8 at 6:30 PM ET, and the conference concludes on Wednesday, December 10 at 1:00 PM ET. 

Ground Transportation

You are responsible for arranging your own ground transportation to and from the hotel. The hotel is located 30 minutes from Miami International Airport (MIA).

Useful Information

01

Questions?

For any questions related to the conference or payments, please email wealthinsightsseries@aon.com, and a member of our team will respond as soon as possible. 

02

Weather/Attire

The average high temperature for Miami in December is 75°F and the average low is 65°F. Suggested attire for the meeting and evening events is business casual.

03

Wealth Insights Series

If you would like to register for another Wealth Insights Conference, please click here.

Secure Your Place

Wealth Insights Series
Miami

Register today to discover how this event can help your business make smarter risk and people decisions.