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). When you attend one of our forums in a given year you will automatically be given priority registration access to our next event 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 250 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.
Kim Lew
President & Chief Executive Officer
Columbia Investment Management Company
SPECIAL CLOSING KEYNOTE ADDRESS ON TUESDAY, MAY 17
Dr. Gregory Poland, M.D.
Director Vaccine Research Group, Mayo Clinic
Mary Lowell Leary Emeritus Professor of Medicine
Distinguished Investigator of the Mayo Clinic
Editor-in-Chief for the journal VACCINE
SPECIAL CLOSING KEYNOTE ADDRESS ON TUESDAY, MAY 17
Dr. Gregory Poland, M.D.
Director Vaccine Research Group, Mayo Clinic
Mary Lowell Leary Emeritus Professor of Medicine
Distinguished Investigator of the Mayo Clinic
Editor-in-Chief for the journal VACCINE
Katherine Molnar
CIO
Fairfax County Police Officers Retirement System
Liza Scott
Assistant Treasurer/Director of Asset Management
Dominion Energy
Kunle Apampa
Director and Head of Client Advisory & Partnerships
Capricorn Investment Group
Brandon Baer
Founding Partner & CIO
Contingency Capital
Steve Binetter
Portfolio Manager
Marshall Wace
J.P. Boyd
Director of Investments
Golden LEAF Foundation
Jamie Brush, M.D.
General Partner & Portfolio Manager
Frazier Life Sciences
Eli Casdin
Chief Investment Officer & Founder
Casdin Capital
Lisa Cawley
Fund Investments
Knollwood Investment Advisory
Judy Chambers
Managing Principal/Private Markets Consultant
Meketa Investment Group
Brian Clark
Investment Director
The Harry and Jeanette Weinberg Foundation
Mike Condon
Head of Portfolio Management
Fund Evaluation Group (FEG)
McKeever “Mac” Conwell II
Founder & Managing Partner
RareBreed Ventures
Brad Creel
Director of Real Estate Investments
Lockheed Martin Investment Management Co.
Celia Dallas
Chief Investment Strategist
Cambridge Associates
Tracy Fong
Partner & Private Markets Investment Due Diligence Analyst
Albourne Partners
Brian Garrett
Co-Founder & Managing Director
Crosscut
Susanne Gealy
Senior Director, Investments
CommonSpirit Health
William Heard
Founder, CEO and CIO
Heard Capital
Larissa Herczeg
Managing Partner, CIO
Seeding & Strategic Capital, Oak Street Real Estate Capital
David Jeffrey
Partner
London, StepStone
Dana Johns,
Senior Portfolio Manager, Private Equity
Maryland State Retirement & Pension System
Christine Kelleher,
Chief of Investments
National Gallery of Art
Saurabh Mukherjea
Founder & Chief Investment Officer
Marcellus Investment Managers
Muthu Muthiah
Chief Investment Officer
Children’s Healthcare of Atlanta (CHOA)
Thejas Nalval
Co-Founder & CIO
Parataxis
Andrew Palmer
Chief Investment Officer
Maryland State Retirement & Pension System
John Pinkel
Partner
Indus Capital
Michael Reist
Director
Avec Capital
Jamie Rhode
Vice President
Verdis Investment Management
Mark E. Roberts
Chief Investment Officer
Ironsides Asset Advisors, LLC
Eva Shang
Co-Founder & Chief Executive Officer
Legalist
Michael Simanovsky
Managing Partner & Chief Investment Officer
Conversant
Kate Sidebottom Simpson
Principal
TrueBridge Capital
Donna L. Snider
Chief Investment Officer
Hackensack Meridian Health
Chris Solarz
CIO, Digital Assets
Forest Road
Andy Spellar
Chief Investment Officer
Fairfax County Employees’ Retirement System
Mark Steed
Chief Investment Officer
Arizona PSPRS Trust
Emily Sumner
Chief Investment Officer, Investment Committee Chair
Gilder Office for Growth
Andrea Szigethy
Founder & CEO & President
Academy for Institutional Investors
Elise Wang
Partner and Head of Private Equity Capital Markets
Deerfield
Daniel Ward
Associate VP for Finance and Portfolio Manager
Virginia Tech Foundation
Lauren Taylor Wolfe
Co-Founder & Managing Partner
Impactive Capital
Boris Ziser
Partner
Schulte Roth & Zabel
CONFERENCE VENUE FOR THE FALL INVESTMENT ACADEMY FORUM
The Fall Forum will take place on October 25-26, 2022
Venue: The Umstead Hotel & Spa in Cary, NC.
Address: 100 Woodland Pond Drive, Cary, NC 27513
Phone: 919.447.4000
Website: https://www.theumstead.com/
Airport: (RDU) Raleigh-Durham International Airport (10-minute drive to Umstead Hotel)
Conference Attire: Business Casual
NETWORKING RECEPTION & DINNER PARTY
TUESDAY, OCTOBER 25, 2022
6:30-9:30PM
THE UMSTEAD HOTEL BAR LOUNGE & OUTDOOR TERRACE
We will be taking over the entire Umstead Hotel Bar Lounge & Outdoor Terrace for this very special event! For the first time since we have been holding our forums at this hotel, we have been given the opportunity to utilize the main hotel bar lounge and outdoor areas for our flagship dinner party! You don’t want to miss this extraordinary special evening planned by the Academy for Institutional Investors and our Forum Sponsors! Come hungry as there will be plenty of dinner options and cocktails to enjoy. Our welcome reception & networking dinner party is a time dedicated to having fun in a casual atmosphere and catching up with old friends while making many new connections with everyone in our AII Community. Dress comfortably and join us for some live music, great food, and networking!
HOTEL ROOMS – BOOK ASAP!
All attendees are responsible for their own travel reservations and hotel accommodations.
Due to early interest from our community the Umstead Hotel is now completely sold out of hotel rooms for our event dates. If you have changes or updates to your existing Umstead hotel reservation or would like to be added to the hotel wait list, please call 919.447.4000.
IMPORTANT:
Fall Forum Registration is currently Open to Allocators Only. We have a few discounted hotel rooms still available at the Embassy Suites located directly across the street from the Umstead Hotel. This is a lovely alternative close by where many of our members book as their first choice. Shuttle transportation to and from the conference hotel will be provided for those guests staying at the Embassy Suites.
The Embassy Suites by Hilton Raleigh Durham Research Triangle
Please click the link to reserve a room at Embassy Suites discounted room block:
CLICK HERE
201 Harrison Oaks Blvd. Cary, NC 27513
Local Phone: 919-677-1840
Reservations: 1-800-Embassy
TRANSPORTATION TO/FROM RDU AIRPORT
Individuals are responsible for arrangement and payment of their own travel to and from the forum. Taxis are available outside of baggage claim at RDU Airport and it is typically easy to get an UBER or LYFT. Additional private transportation options include RDU Taxi at 919.840.7277 and Carolina Livery at 919.957.1111.
If you are staying at The Umstead, you can also contact The Umstead Hotel concierge at 919.447.4000 to assist with questions or requests.
ADDITIONAL HOTEL OPTIONS
The Mayton- boutique hotel in downtown Cary, 3.8 miles from the Umstead Hotel
301 S Academy Street
Cary, NC, 27511
(919) 670-5000
https://www.themayton.com/
Hilton Garden Inn Raleigh-Durham- 5 minutes from RDU airport & free airport shuttle, 3.1 miles from the Umstead Hotel
1500 RDU Center Drive
Morrisville, NC 27560
(919) 840-8088
https://www.hilton.com/en/hotels/rduahgi-hilton-garden-inn-raleigh-durham-airport/
Hyatt Place Raleigh- Durham- 4.5 miles from the Umstead Hotel
200 Airgate Drive
Morrisville, NC 27607
(919) 405-2400
https://www.hyatt.com/en-US/hotel/north-carolina/hyatt-place-raleigh-durham-airport/rduzr
DOWNLOAD OUR NEW EVENT APP ON YOUR MOBILE DEVICE
Please search the App Store or Google Play to add “Academy for Institutional Investors” app to your mobile device. If you already had the old “TII” app, please delete and re-add the new app so that you will have the most up-to-date version
Tuesday, October 25, 2022
8:30-10:00am “Allocator Only” Pre-Conference Breakfast Meet Up
10:45 am Main Registration & Networking for All Members
11:30 am Fall Forum Opening Keynotes
1:15 pm Lunch
2:30 pm Sessions, Panels, Keynotes
6:15 pm End of Day One Sessions
6:30 pm Welcome Reception & Dinner Party
9:30 pm End of Day One
Wednesday, October 26, 2022
7:30 am Closed Door – “Allocator Only” Breakfast Meet-Up
8:50 am End of Allocator Breakfast
8:15 am Breakfast for all other Members Available
9:00 am Opening Keynote Address
9:30 am Sessions, Panels, Keynotes
12:15 pm Networking Luncheon
1:30 pm Sessions, Panels, Keynotes
4:30 pm End of The Fall Investment Academy Forum
Asset Owners
Academy Entrance Pass
$150.00 per pass
Full-Time Employees from:
Other Allocators
Academy Entrance Pass
$950.00 per pass
Investment Arm Only from:
Standard
Academy Entrance Pass
$6000.00 per pass
The Following Organization Types::
(Max of 2 passes at $6000 per person per firm. If purchasing two passes the cost is then $12,000 for your firm and one person must be a senior investment research professional)
Your standard pass also includes one complimentary guest pass for you to share with an asset owner of your choice. The Academy has the right to qualify all allocator guests.
Important Registration Note:
Registration will remain OPEN to our Fall Forum for Asset Owners/Allocators from Endowments, Foundations, Pensions, Hospitals, Single Family Offices, Multi Family Offices and the investment research professionals from an OCIO or Consultant.
Registration is currently CLOSED for Managers and Service Providers. If you are a manager or service provider interested in joining the waitlist for this event, please send an email to aszigethy@academyforinstitutionalinvestors.org as soon as possible. There will be more opportunities for you to join us at our May 22-23, 2023 Spring Forum at the St. Regis Hotel in Atlanta, GA.
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: www.nasbaregistry.org.
If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a Fall Forum 2022 Sponsor (October 25-26, 2022 at The Umstead Hotel in Cary, North Carolina) please click on the button below to view our three different categories of sponsorship available. The Academy takes a very limited number of sponsorships per forum.
LEAD PARTNERING SUPPORTERS
COLLABORATING SPONSORS
CONTRIBUTING SPONSORS
OTHER SUPPORTERS
If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a Fall Forum 2022 Sponsor (October 25-26, 2022 at The Umstead Hotel in Cary, North Carolina) please click on the button below to view our three different categories of sponsorship available. The Academy takes a very limited number of sponsorships per forum.