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

Amy Diamond
Chief Investment Officer
USC – University of Southern California
Danielle DiMartino Booth
CEO & Chief Strategist
Quill Intelligence LLC
Michael Green
Portfolio Manager & Chief Strategist
Simplify Asset Management

Kim Lew
President & Chief Executive Officer
Columbia Investment Management Company

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

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

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)

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

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

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

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 Simpson
Vice President
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

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

Mark Steed
Chief Investment Officer
Arizona PSPRS Trust

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.
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

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.

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.

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 PARTNERING 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