Maximize Your Impact at Capstone Forum 2025
Capstone Forum 2025, taking place on October 21 in Myrtle Beach, brings together senior executives charged with shaping the future of corporate pensions, endowments, and strategic capital allocation. This one-day event is known for its curated, high-value dialogues among finance leaders including plan sponsors, CIOs, and senior investment consultants. Conversations here often influence major financial decisions tied to portfolio strategies, funding requirements, risk management, and service provider evaluations.
For institutional vendors and financial solution providers, Capstone Forum offers rare access to key decision-makers who arrive with specific governance responsibilities and purchasing mandates. Early discovery of the attendee list helps revenue teams prepare in a focused way—aligning outreach with segment interests and initiating contact with executives who have budget control and board-level influence. Whether you’re evaluating this event for lead generation or deeper client engagement, there’s strategic value in understanding attendee intent before you arrive.
How Sales, Marketing and Revops Teams Can Use This Attendee List
Capstone Forum 2025 attendees include senior roles across pensions, endowments, asset owners, and corporate benefit structures. The insights found in Vendelux’s enriched conference attendee list allow teams to segment contacts by fund type, asset class focus, or role level. Outreach can be directly tied to what matters most—whether that’s liability-driven investing, manager selection, or governance frameworks.
With early access to attendee data, sellers can customize messaging by organizational mandates and investment disciplines, rather than generic product pitches. For marketers, this is a chance to set pre-event meetings with fiduciaries and investment officers who influence manager searches and custodian reviews. Having verified contact data enables timely, relevant touchpoints that convert interest into measurable opportunity. For RevOps, the list can drive attribution clarity and post-event workflows that reinforce relationship momentum. It’s how to get more meetings, and ensure those meetings lead to real outcomes.
Timing Is Everything
Capstone Forum 2025 is scheduled for October 21, 2025. With only a few months remaining, organizations should begin outreach now to secure time on calendars before they book up. Early engagement improves the odds of meeting high-level attendees during their limited availability on-site.
Using Vendelux, sales and marketing teams can align their communication plans with confirmed attendees’ roles and organizations well ahead of the event. This lead time is critical when your targets manage schedules with strict controls. The sooner you access the attendee list, the more precise and productive your event strategy becomes.
What’s Included In The Capstone Forum 2025 Attendee List?
Vendelux provides visibility into executives expected to attend Capstone Forum 2025 through a combination of organizer-supplied information and predictive insights. Clients can upload their ideal customer lists to identify which of their targets are likely to attend.
The enriched list includes each attendee’s first and last name, job title, company name, company website, location including city, state, and country, LinkedIn profile, and, where available, verified email addresses and phone numbers. This level of access supports informed, timely outreach that drives meeting volume and relevance.
Where Is Capstone Forum 2025?
The event will be held at the Sheraton Myrtle Beach in Myrtle Beach, South Carolina, United States.
When Is Capstone Forum 2025?
Capstone Forum 2025 takes place on October 21, 2025.
What Type of Event Is Capstone Forum 2025?
Capstone Forum 2025 is a strategic finance and investment conference focused on institutional capital decision-making. It includes networking sessions, panel discussions, and focused keynotes led by thought leaders in asset management, institutional consulting, and fiduciary services. This is a highly targeted event built to facilitate direct conversations that guide future investment collaborations.
How Many People Attend Capstone Forum 2025?
Capstone Forum 2025 is expected to welcome between 150 and 200 institutional finance professionals from across the United States. Most attendees hold senior roles—ranging from CFOs to investment committee leaders—representing pensions, endowments, and advisory firms. The event is predominantly attended by decision-makers and influencers in the institutional finance space.
