Maximize Your Impact at Active-Passive Investor Summit 2025
The Active-Passive Investor Summit 2025, set for October 21 at The Pierre in New York City, is a key forum for institutional investors, capital allocators, and senior fund managers seeking insight and deal flow at the intersection of active and passive investment strategies. This one-day summit provides a unique opportunity for fields like asset management, wealth advisory, and hedge funds to engage directly in business planning, allocation decisions, and fund selection conversations before year-end.
Attendees represent a high concentration of senior roles—chief investment officers, senior portfolio managers, institutional consultants, and family office leads. These decision-makers are actively assessing new strategies, rebalancing portfolios, and forming manager relationships for 2026. For solution providers and investment platforms, early outreach using Vendelux’s enriched attendee data enables conversation with fund selectors and budget stakeholders before agendas lock. Vendors that engage early stand a strong chance of being included in key relationship-building meetings both onsite and in the months following the event.
How Sales, Marketing and Revops Teams Can Use This Attendee List
Marketing and sales teams focused on financial services can use the enriched conference attendee list to segment by firm type—private wealth, institutional investment, foundations—and align outreach to each segment’s investment priorities. With investor profiles ranging from alternative strategy evaluators to ESG-minded allocators, personalization becomes critical. Use the attendee data to map outreach not only by title but by investment policy direction, engagement history, and fund selection patterns.
Teams can optimize for high-quality meetings with budget holders by identifying CIOs or managing partners in advance and aligning messaging around their known focus areas from past fund commitments or panel topics. Onsite connections often lead to multi-quarter diligence cycles, and being first to connect increases the likelihood of inclusion. Post-event, use the contact information and notes captured from the enriched list to support follow-through that references specific goals or asset class interest mentioned at the summit. Knowing how to get more meetings depends on accurate pre-show segmentation and unified sales and marketing efforts before the doors even open.
Timing Is Everything
Active-Passive Investor Summit 2025 takes place on October 21, 2025. With prospecting and partnership discussions often beginning 2–3 months prior, teams should begin their outreach well ahead of September. Attendees set their meeting agendas early, and decision-maker calendars at high-stakes events like this fill quickly.
Vendelux gives commercial teams the attendee intelligence they need to act early—aligning internal outreach calendars with the contact and firm-level data provided in the enriched attendee list. Using this timing advantage increases the likelihood of meaningful in-person interaction and improves conversion after the event.
What’s Included in the Active-Passive Investor Summit 2025 Attendee List?
Vendelux provides visibility into executives expected to attend Active-Passive Investor Summit 2025 through a combination of organizer-provided data and predictive insights. Clients can upload a list of target accounts to identify matches within the attendee list. The enriched list contains first and last name, job title, company name, company website, location (city, state, country), LinkedIn profile, verified email addresses, and phone numbers when available.
Where Is Active-Passive Investor Summit 2025?
The event will be held at The Pierre, A Taj Hotel in New York, New York, United States.
When Is Active-Passive Investor Summit 2025?
The event is scheduled for October 21, 2025.
What Type of Event Is Active-Passive Investor Summit 2025?
Active-Passive Investor Summit 2025 is a financial services conference focused on institutional investment strategy, manager selection, and capital allocation decision-making. The program includes expert panels, fireside conversations, and curated networking for senior leaders evaluating both active and passive approaches across a range of asset classes.
How Many People Attend Active-Passive Investor Summit 2025?
The summit is expected to host around 300 attendees, primarily from the United States and Canada. The audience is composed of senior-level decision-makers including chief investment officers, fund managers, consultants, and multi-family office leads with portfolio oversight and allocation authority.
