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.

Speakers

Coming Soon

Vikram Mansharamani
Global Trend-Watcher, Harvard University Lecturer, & Portfolio Manager
AuthorThink for Yourself and Boombustology
Dominique Mielle
Author, Damsel in Distressed
Former Partner, Canyon Capital
Dr. Amlan Roy
Founder, Global Macro Demographics
Author, Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance and Policy

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

Kris Kapoor
Chief Investment Officer
Bakala Capital

Christine Kelleher
Chief of Investments
National Gallery of Art

Mike Szalkowski
Chief Financial Officer
The Zalik Family Office

Speaker Faculty

Kaelyn Abrell
Partner, Portfolio Manager
ArrowMark

Ian Bradley
Investment Analyst
Foundation for the Carolinas

Chris Culbertson
Managing Director
Lowe, Brockenbrough & Company

Celia Dallas
Chief Investment Strategist
Cambridge Associates

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

DINNER VENUE FOR TUESDAY, OCTOBER 25, 2022 – TIME: 6:30 PM; RESTAURANT TBD
There will be a fun networking dinner party for all members and speakers that will take place on Tuesday evening October 25th from 6:30 pm to 9:30 pm. Dinner will follow the opening day one sessions of the forum. The Academy will be providing transportation for all attendees from The Umstead Hotel to the dinner location and back again. The dinner venue will be announced in a few weeks. Check back for updates. After dinner, many people decide to spend more time together in the Umstead Hotel lounge area.
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

10:45 am Main Registration & Networking for All Members

11:30 am Spring 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

3:30 pm End of The Spring 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 Spring Forum 2022, you will be given priority registration access to the Fall Forum 2022 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