Academy Member Investment Forums

When you register for an Academy Forum, you will automatically become a member of our Institutional LP/GP Community (membership dues are automatically built into the registration fee per event). By registering for one of our events, you will be given priority registration access to the next Forum should your schedule allow you to attend


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 one another in a way that promotes lifelong relationships, trust and friendships.  The Academy strives to have at least 50% of the attendees represented by the allocator community with a limited number of managers and service providers who also can participate.   Attendance is  limited to no more than 200 people per event.  All Academy gatherings and forums 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. Time is dedicated during the opening evening of each forum to bring everyone together for a down-to-earth, networking dinner where members can bond and get to know one another on a more human level.

Allocator Investment Huddle

Sharing Collective Intelligence While Tackling Common Challenges

February 28, 2022 – Welcome Dinner
March 1, 2022 – Huddle Conversations
The Jefferson Hotel, Richmond, VA

By Invitation Only

20 Allocators who Commit to Attend Entire Meeting and Participate in Topic Discussions
5 Manager Firms will be invited to support and participate (CIO/ PM joins discussions)
• Networking Reception and Welcome Dinner the evening before each Huddle
• 1 additional senior representative from each supporting manager organization can attend
2:1 Ratio of Allocators to Managers with a total of 30 Participants in Attendance


The Academy’s Allocator Investment Huddles will focus on the sharing of ideas and collective wisdom from the executive investment decision makers who attend each of our smaller in-person huddles. The content for each Huddle will be sourced from both The Academy’s editorial committee as well as with the involvement from the participants attending each Huddle.

Proof of Vaccination is Required from all Participants Attending Academy for Institutional Investors Events