Fall Academy Investment Forum

The Umstead Hotel & Spa, Cary, North Carolina
October 12-13, 2021

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).  By registering for the Fall Forum 2021, you will be given priority registration access to the Spring Forum 2022 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

Dr. Pippa Malmgren
Former Presidential Advisor
Best-selling, Award-winning Author

Grant Williams
Author & Podcast Host
Things That Make You Go Hmmm

Campbell R. Harvey
Distinguished Professor of Finance Duke University and Research Associate
National Bureau of Economic Research

Mark Blyth
Author, Teacher, Political Commentator, The William R. Rhodes ’57 Professor of International Economics, The Watson Institute for International & Public Affairs,
Brown University

Rod Collins
Host of The Thinking Differently Podcast,
Author of Wiki Management: A Revolutionary New Model for a Rapidly Changing and Collaborative World

Colette Carlson, CSP, CPAE
Hall of Fame Motivational Keynote Speaker & Human Behavior Expert, Founder, Speak Your Truth, Inc.

Speaker Faculty

Ken Akoundi, Ph.D.
Founder
Cordatius

Celia Dallas
Chief Investment Strategist
Cambridge Associates
Fall Forum Co-Chair

Aoifinn Devitt
Chief Investment Officer, Moneta Group & Host
The Fiftyfaces Podcast

Susanne Gealy
Senior Director, Investments
CommonSpirit Health

David Gilmore
Deputy, Chief Investment Officer
The Harry and Jeanette Weinberg Foundation
Fall Forum Co-Chair

Dana Johns
Senior Portfolio Manager
Private Equity, Maryland State Retirement & Pension System

Christine Kelleher
Chief of Investments
National Gallery of Art

Steve Marino
Managing Director, Private Markets
SC Retirement System Investment Commission

Antonio Rodriguez
Director of Investment Strategy
NYC Board of Education Retirement System

Chris Rudolph
Senior Director, Public Investments
UNC Management Company

Mark Steed
Chief Investment Officer
Arizona PSPRS Trust

Event Information

CONFERENCE VENUE FOR THE FALL INVESTMENT ACADEMY FORUM
The Fall Forum will take place on October 12-13, 2021
Venue: The Umstead Hotel & Spa in Cary, NC.
GPS Navigation Address: 5 SAS Campus 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 12, 2021
TIME: 6:30 PM to 9:30 PM
RESTAURANT: kō•än; ADDRESS: 2800 RENAISSANCE PARK PLACE, CARY, NC (2 minute drive from The Umstead Hotel)
(TRANSPORTATION WILL BE PROVIDED TO AND FROM DINNER)

 

There will be a fun networking dinner party for all members and speakers that will take place on Tuesday evening October 12th from 6:30 pm to 9:30 pm at kō•än.

 

Dinner will follow the opening day one sessions of the forum. Transportation will be provided for all attendees to and from the Umstead Hotel. The Academy will have access to the entire restaurant just for our group! There are two beautiful outdoor patios as well as a gorgeous indoor facility and a large bar area perfect for networking! This location is just 2 minutes across the street from The Umstead Hotel. Visit the website at https://www.koancary.com/.

 

HOTEL ROOMS – BOOK ASAP!
All attendees are responsible for their own travel reservations and hotel accommodations.

 

Please 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
RESERVE IN THE UMSTEAD’S HOTEL

 

IMPORTANT: Our room block at The Umstead Hotel typically sells out quickly, particularly for evenings other than the main night (October 12th). 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.

 

(Overflow Hotel located across the street from the Conference)
The Embassy Suites by Hilton Raleigh Durham Research Triangle
201 Harrison Oaks Blvd. Cary, NC 27513
Local Phone: 919-677-1840
Phone # for call in reservations: 1-800-Embassy; Discounted Group Code AAH
RESERVE IN EMBASSY SUITES by HILTON

 

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 12, 2021

10:15 am Registration & Networking

11:00 am Fall Forum Opening Keynote

12:30 pm Lunch

01:30 pm Sessions, Panels, Keynotes

05:30 pm End of Sessions

06:00 pm Welcome Reception & Dinner Party

09:00 pm End of Day One

Wednesday, October 13, 2021

7:30 am Allocator Only Breakfast Meeting

9:00 am Opening Keynote

9:30 am Sessions, Panels, Keynotes

12:00 pm Lunch

01:00 pm Sessions, Panels, Keynotes

03:30 pm End of Academy Fall Investment 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

$5500.00 per pass (Max 2 passes per firm)

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 $1000 discount per pass

(If purchasing 2 passes, one must be for 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 2021, you will be given priority registration acess to the Spring 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

Collaborating Supporter

Contributing Supporters

For More Information on Becoming a Fall Forum Sponsor Contact:
Andrea Szigethy
Phone: 919.619.3265
Email: aszigethy@academyforinstitutionalinvestors.org

Download Sponsorship Summary & Pricing PDF