Academy Community


Member Organizations Since 2021

Our Academy Community list of logos below is comprised of LPs, GPs and service providers who have participated in at least one of our “Forums” or “Allocator Investment Huddles” since our rebrand from TII to AII in 2021. We cap attendance at member forums to no more than 275-300 people with at least a 50/50 ratio of allocator to managers.

Asset Owners & “Other Allocators” (LP’s)

Our definition of an Asset Owner: Investment professionals from Endowments, Foundations, Hospitals, Corporate or Public Pension Funds, Insurance, or Single-Family Offices (SFOs). Asset Owners do not have clients or funds to sell.


Our definition of “Other Allocators”: Investment Research professionals from Outsourced CIOs, Consultants and Multi-Family Offices (MFO’s). Other Allocators will have clients however the person representing the firm must be on the investment team responsible for their portfolios not on the marketing/investor relations or business development side of the firm.


Managers (GP’s) & Service Providers

Managers (GP’s) & Service Providers

The Academy Community is comprised of CIOs, CEOs, CFOs, Presidents, Portfolio Managers, Senior Investment Directors, Managing Directors, Principals, Senior Investment Associates, and other Financial Professionals. A hallmark of the Academy is that the number of allocators who attend will always surpass the number of managers at each program.

Asset Owners/Allocators
(Investment Research Professionals)
Pension Funds
Single Family Offices (SFOs)
Multi Family Offices (MFOs)
Sovereign Wealth/Insurance Firms
Outsourced CIOs
Investment Consultants

Managers/Asset Management
Hedge Funds
Private Equity Funds
Venture Capital Funds
Real Estate Funds
Real Asset Funds
Fixed Income/Traditional Funds
Asset Management Firms
Emerging Managers
Alternative Investment Funds

A Limited # of Service Providers
Cap Intro Groups
Third Party Marketing Firms
Placement Agents
Accounting/Law Firms
Technology Solutions
Other Service Providers


  • When you register for an Academy Forum, you will automatically become a member of our Institutional LP/GP Community.
  • By becoming a member of the Academy Community you will be given priority access to future forums (must register by provided deadline date)
  • Join a group of senior level decision makers in a collegial, comfortable, friendly, fun, non-sales type of atmosphere where allocators and managers come together face-to-face to share common challenges and exchange investment ideas.  The Academy has fostered an environment to learn and connect with like-minded asset owners and managers in a way that promotes lifelong relationships, trust and friendships. 
  • Attendance is limited to 275 people per event for a more intimate setting then other conferences. The number of allocators who attend will always surpass the number of managers and service providers.
  • Managers/Service Providers receive a complimentary asset owner guest pass included with their registration.
  • All Academy programs are completely off-the-record (no press allowed) with a no-marketing policy.  We encourage members not to solicit others during the conference programming.  Exchanging business cards is entirely appropriate.
  • Take part in the down-to-earth networking reception and dinner the opening night of each event.  This is where our community bonds and gets to know one another on a more human level.  These dinners are not to be missed!
  • Branding on the Academy’s website and Forum App showcasing how your organization supports the mission for education.
  • Educational white papers or research reports can be submitted to be posted on our Forum App (no marketing materials).
  • Forge new relationships, reconnect with existing ones and build trust with one another by developing deeper bonds with your peers twice a year!  Many opportunities to collaborate with institutional investors, family offices, consultants, and asset managers.
  • Opportunity to Earn CPE Credits

Academy for Institutional Investors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: