(a group of dedicated asset owners and great friends of the Academy) will help set the direction and develop the cutting-edge timely topics and themes for all programming. The Committee assists the Academy in the recruitment of speakers, drives the development of the content, helps select the manager members and acts as an informal advisory board and strategic resource. Our goal is to keep the investment community abreast of industry practices on a “real-time” basis and to sharpen the understanding of critical factors impacting long-term investment ideas leading to better returns. The Academy helps investors to make more informed portfolio decisions by connecting them in-person with their peers from similar institutions. Everyone who attends an Academy event is given an opportunity to contribute to discussions that take place throughout the course of the forums. Exchanging information and “trading notes” with one another truly sets the Academy apart from other conference organizations. Our members can always speak candidly because we prohibit the press from attending our programs allowing CIO’s and the speaker faculty to share confidential information while on stage or leading small groups. We typically limit our attendance at our Fall & Spring Forums, to less than 200 participants to enable members to meet everyone while sharing their intellectual knowledge over the course of a day and a half.
Academy for Institutional Investors, LLC (formerly The Investment Institute – “TII”) is a boutique, woman owned, non-commercial educational investment conference provider offering intimate roundtable discussions (Allocator Investment Huddles) and mid-sized member forums twice a year (Fall & Spring Forums) for senior investment decision-makers from leading endowments, foundations, pension funds, healthcare, insurance, single family offices (SFOs), multi-family offices (MFOs), OCIOs, consultants, asset management firms and other financial institutions. The Investment Institute (TII) was originally founded in 2008 specifically to educate institutional investors and managers in North Carolina as well as the surrounding southeastern states. In 2016, Learn More