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2017 Annual Report > Programs


High-Impact Programs,
Long-Term Reach


Our 2017 programs expanded PPI’s reach into new locations and topics. We convened roundtables for the first time in Seattle; Toronto, Canada; and New Delhi and Mumbai, India. In the interim between our roundtables, we organized a webinar and two seminars for PPI’s Infrastructure Working Group. Additionally, we hosted three webinars on some of the most the pressing issues of 2017: global aging and other demographic trends; Brexit and developments in Europe; and cyberattacks that crippled government systems and infrastructure.


Our 2017 Core Program Lineup

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Seattle, WA February 22-24, 2017

Seattle, WA
February 22-24, 2017

Toronto, Canada July 26-28, 2017

Toronto, Canada
July 26-28, 2017

New Delhi and Mumbai, India November 5-7, 2017

New Delhi and Mumbai, India
November 5-7, 2017

Mumbai, India November 8-10, 2017

Mumbai, India
November 8-10, 2017

More 2017 Programs:     Infrastructure Working Group     •     Webinar Series

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2017 Annual Report > Membership


Trusted Dynamic Global Community



PPI welcomed 19 new member institutions in 2017, and by year-end our membership roster comprised 113 high-caliber organizations. The new Asset Owner and Allocator members in 2017 were: Abu Dhabi Investment Authority; Alberta Teachers’ Retirement Fund; Carnegie Corporation of New York; First Swedish National Pension Fund (AP1); Hong Kong Monetary Authority; Investment Management Corporation of Ontario; National Investment and Infrastructure Fund; NewYork-Presbyterian Hospitals Investment Office; Raytheon Company Master Pension Trust; and State of Wisconsin Investment Board.  The new Asset Manager and Advisor members were: Afina International; BlackRock; Brookfield Asset Management; China International Capital Corporation, NY; Invesco; Mountain Pacific Group; Silicon Valley Bank; Sustainalytics; and William Blair.

PPI’s smart growth approach to membership recruitment and retention in 2017 emphasized the ability of an organization or individual to contribute and actively participate in our programs, to share their insights and to offer diverse points of view on relevant investment topics and market trends.

As outlined in our strategic plan, we have endeavored to strike a balance between asset owners and asset managers. Since 2015, we have achieved roughly equal growth between these two membership classes and expect to achieve overall parity by the end of 2018.


Our Membership Roster on December 31, 2017

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Lifetime Members

Asset Owners and Allocators

Asset Managers and Advisors

Friends of PPI

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2017 Annual Report > Finances

Strong Revenues and Resources

PPI demonstrated sound fiscal management and accountability measures, as demonstrated by the audited financial statements completed as of December 31, 2017 by Good & Fowler, LLP, a division of SingerLewak. The following Statement of Activities reflects total Revenue and Support of $2,715,044, an increase of $183,493 or 7% from the prior year.  Total Expenses were $2,647,932, an increase of $211,859 or 9% from the prior year.  The total change in 2017 net assets is $67,112.

Our goal is to undergird PPI’s financial future through strong and diversified revenue flows and effective expense management. In 2017, membership dues, roundtable registration, and contributions by PPI members were our lead sources of revenue.  We gratefully acknowledge our 2017 Sponsorship Program supporters: Baring Private Equity India Ltd.; Barings; Bombay Stock Exchange; Goldman Sachs Asset Management Company Ltd.; IDFC Capital; KKR Asia Limited; Macquarie Infrastructure & Real Assets; Meridiam Infrastructure; National Stock Exchange of India; Nikko Asset Management Company, Ltd.; Quantum Advisors; Securities & Exchange Board of India; Tata Group; and The Abraaj Group.

PPI’s solid financial position in 2017 enabled us to make investments in programs, people and member service technology, while also shoring up PPI reserves to weather unforeseen revenue shortfalls.



Statement of Activities

For the Year Ended December 31, 2017
With Comparative Totals (USD) for the Year Ended December 31, 2016

2017 2016
     Membership Dues 2,206,300 1,975,150
     Roundtable Registration 287,360 287,490
     Executive Seminar Registration 72,250 57,523
     Investment Income 8,894 12,133
     Asian Development Bank Grant - 40,505
Total Revenue 2,574,804 2,372,801
     Contributions 140,240 158,750
Total Support 140,240 158,750
TOTAL REVENUE & SUPPORT 2,715,044 2,531,551
     Program Services 2,170,047 1,922,817
     Support Services 477,885 513,256
Total Expenses 2,647,932 2,436,073
CHANGE IN NET ASSETS 67,112 95,478
Unrestricted net assets, beginning of year 1,972,965 1,877,487
Unrestricted net assets, end of year 2,040,077 $1,972,965

Hover over the charts to view the percentages.

2017 Revenue Sources


2017 Expense Allocation


The financial information presented is from the audited financial statements. Interested parties can obtain a complete copy of the audited financial statements by contacting our office.

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2017 Annual Report > Leadership


PPI's Powerful Perspective


PPI’s leaders—our global board of directors, Advisory Council, and management team based in San Francisco—are dedicated to fostering a trusted dynamic PPI Community with a powerful perspective. We must continuously earn this status by providing a safe and open space for our members to gather to discuss and debate the most relevant and pressing issues for institutional investors. We recognize that the PPI membership represents a powerful force in the global economy, and we understand that it is our duty to support the work of our members as they diligently assess investment opportunities and risks every day.

Our Leadership Roster on December 31, 2017

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Advisory Council

Board of Directors

Management Team

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