Fall Academy Investment Forum

THE UMSTEAD HOTEL & SPA, CARY, NORTH CAROLINA
October 25-26, 2022

About the forum

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 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.

Keynote Speakers

Michael Green
Portfolio Manager & Chief Strategist
Simplify
Jason Trennert
Chairman & Chief Executive Officer
Strategas
Peter Zeihan
Geopolitical Strategist, Zeihan on Geopolitics
Author The End of the World is Just the Beginning:  Mapping the Collapse of Globalization

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

Fall Forum Co-Chairs

Katherine Molnar
CIO
Fairfax County Police Officers Retirement System

Liza Scott
Assistant Treasurer/Director of Asset Management
Dominion Energy

Speaker Faculty

Brandon Baer
Founding Partner & CIO
Contingency Capital

Steve Binetter
Portfolio Manager
Marshall Wace

James W. 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

Mike Condon
Head of Portfolio Management
Fund Evaluation Group (FEG)

Brian Garrett
Co-Founder & Managing Director
Crosscut

Susanne Gealy
Senior Director, Investments
CommonSpirit Health

David Gilmore
Deputy, Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

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

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 Simpson
Vice President
TrueBridge Capital

Emily Sumner
Chief Investment Officer, Investment Committee Chair
Gilder Office for Growth

Andrea Szigethy
Founder & CEO & President
Academy for Institutional Investors

Sondra Vitols
Director of Investments
New York-Presbyterian Hospital

Elise Wang
Partner and Head of Private Equity Capital Markets
Deerfield

Daniel Ward
Chief Investment Officer
Virginia Tech Foundation

Lauren Taylor Wolfe
Co-Founder & Managing Partner
Impactive Capital

Boris Ziser
Partner
Schulte Roth & Zabel

Event Information

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.
Please click the link below to reserve a room at the Umstead’s discounted room block as soon as possible as these rooms won’t last very long! The Umstead’s Phone#: 919.447.4000.

CLICK HERE

IMPORTANT: Our room block at The Umstead Hotel typically sells out quickly, particularly for evenings other than the main night (October 25th). If you are unable to reserve a room at The Umstead Hotel at this time, we recommend booking at another hotel in the area as soon as possible. The Embassy Suites is less than one mile away from The Umstead and a portion of our group usually books there as their first choice due to travel budget limitations or other preferences.

The Embassy Suites by Hilton Raleigh Durham Research Triangle
(Overflow Hotel located across the street from the Conference)
201 Harrison Oaks Blvd. Cary, NC 27513
Local Phone: 919-677-1840
Reservations: 1-800-Embassy

Please click the link to reserve a room at Embassy Suites discounted room block:
CLICK HERE

TRANSPORTATION BETWEEN RDU AIRPORT AND THE UMSTEAD HOTEL
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. You can also contact The Umstead Hotel concierge at 919.447.4000 to assist with any questions or requests.

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

Agenda / Schedule

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
 

Registration Fee

Asset Owners
Academy Entrance Pass

$150.00 per pass

Full-Time Employees from:

  • Endowments
  • Foundations
  • Single-Family Offices (SFOs)
  • Public Pension Plans
  • Corporate Pensions
  • Hospitals/Healthcare
  • Sovereign Wealth
  • Insurance Firms (investment arm)

Other Allocators
Academy Entrance Pass

$950.00 per pass

Investment Arm Only from:

  • Outsourced Chief Investment Officers (OCIOs)
  • Multi-Family Offices (MFOs)
  • Investment Consultants
  • RIAs/Wealth Managers
  • Fund of Funds

Standard
Academy Entrance Pass

$6000.00 per pass

The Following Organization Types::

  • Hedge Funds
  • Private Equity/Venture Capital Funds
  • Real Estate/Real Asset Funds
  • Asset Managers/ Investment Firms
  • Fixed Income/Traditional Funds
  • Third Party Marketing
  • Placement Agents
  • Accounting Firms/Law Firms/Technology Solutions/Cap-Intro Groups/Other Service Providers
  • The Marketing/BD Arm from Fund-of-Funds, OCIOs, Consultants, MFOs
  • Emerging Managers (< 300 AUM) will receive a $1500 discount per pass

(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.

Benefits of membership

  • When you register for an Academy Forum, you will automatically become a member of our Institutional LP/GP Community.
  • When you register for the Fall Forum 2022, you will be given priority registration access to the Spring Forum 2023 should your schedule allow for you to attend. Once part of our community you will never be waitlisted.
  • 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 200 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: www.nasbaregistry.org.

Sponsors

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.

DOWNLOAD FALL FORUM 2022 – SPONSORSHIP SUMMARY & PRICING

LEAD PARTNERNING SUPPORTERS

COLLABORATING SPONSORS

CONTRIBUTING SPONSORS

NON-PROFIT 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.

DOWNLOAD FALL FORUM 2022 – SPONSORSHIP SUMMARY & PRICING

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