Fall Academy Investment Forum

THE CAROLINA INN, CHAPEL HILL, NC
October 25-26, 2023

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 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.

Speakers

Coming Soon

Keynote Speakers

Libby Cantrill
Managing Director & Head of Public Policy
PIMCO
Michael Green
Portfolio Manager & Chief Strategist
Simplify Asset Management
Campbell R. Harvey
Distinguished Professor of Finance Duke University and Research Associate
National Bureau of Economic Research
Vikram Mansharamani
Global Trend-Watcher, Author, Think for Yourself & Boombustology, &
Former Lecturer at Harvard University and Yale University
Howard Marks, CFA
Co-Chairman
Oaktree Capital Management

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

Ray Jacobson
Chief Investment Officer
Davidson College

David Jeffrey
Partner Head of Europe
StepStone Group
Emily Sumner
Chief Investment Officer, Investment Committee Chair
Gilder Office for Growth
Andrea Szigethy
Founder, CEO, & President
Academy for Institutional Investors, LLC

Speaker Faculty

Nolan Bean, CFA, CAIA
Chief Investment Officer / Head of Portfolio Management
Fund Evaluation Group (FEG) Investment Advisors

J.P. Boyd
Director of Investments
Golden LEAF Foundation

Shanelle Brown
Managing Director, Public Equities
W.K. Kellogg Foundation

Mary Cahill
CEO & CIO
Acansa Investment Management Group

Thomas Choi
Managing Director
AltEx Capital

Brooke Coburn
Founding Partner
Capitol Meridian Partners

Chris Crampton
Head of Strategic Equity
Blue Owl

Sonali Dalal
Vice President & Chief Investment Officer
University of St. Thomas

Celia Dallas
Chief Investment Strategist
Cambridge Associates

Ed Eisler
Founder & Chief Investment Officer
Eisler Capital

Claire Fefer
Formerly, Investment Manager
DUMAC (Duke University)

Keri Findley
Founder & Chief Executive Officer
Tacora Capital

Martin Friedman
Co-Founder, Managing Member & Senior Portfolio Manager
FJ Capital Management

David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Larissa Herczeg
Head of Seeding
Oak Street Real Estate Capital – a Division of Blue Owl

Dana Johns
Head of Private Equity (NJ Treasury’s Division of Investment)
New Jersey Department of the Treasury

Beth Johnson
Partner, Not-for-Profit Investment Practice
Mercer Investment Consulting

Christine Kelleher,
Chief of Investments
National Gallery of Art

Sean A. Kelly
Director of Private Markets
Alfred I. duPont Charitable Trust

John Khoury
Founder & Managing Partner
Long Pond Capital

Steve Kim
Partner, Investment Strategy & Risk Management
Verdis Investment Management

Bryan Lewis
Chief Investment Officer
United States Steel Corporation

Relvi Mehmeti
Portfolio Manager, Public Investments
Robert Wood Johnson Foundation

Angela Miller-May
Chief Investment Officer
Illinois Municipal Retirement Fund

Katherine Molnar
Chief Investment Officer
Fairfax County Police Officers Retirement System

Saurabh Mukherjea
Founder & Chief Investment Officer
Marcellus Investment Managers

Lisa Murray
Chief Investment Officer
Ewing Marion Kauffman Foundation

Brian Neale
Chief Investment Officer
University of Nebraska Foundation

Richard Nuzum
Executive Director, Investments & Global Chief Investment Strategist
Mercer

Shannon M. O’Leary,
Chief Investment Officer
Saint Paul & Minnesota Foundation

Brittany Priester
Chief Investment Officer
Belk Gambrell Enterprises

Dan Rasmussen
Founder, Portfolio Manager
Verdad

Mark E. Roberts
Chief Investment Officer
Ironsides Asset Advisors, LLC

Steven D. Sandler
Senior Managing Director & Deputy CIO
Acansa Investment Management Group

Liza Scott
Managing Director
CornerStone Partners

Rudina Seseri
Founder & Managing Partner
Glasswing Ventures

Adela Skenderasi
Partner & Portfolio Manager
Brown Advisory

Eric Smith
CEO, Managing Partner & Founding Partner
Locust Point Capital

Mark Steed
Chief Investment Officer
Arizona PSPRS Trust

Mike Tamir, PhD
Distinguished Machine Learning (ML) Scientist / Engineer at Shopify
Data Science Faculty at UC Berkeley

Craig Thomas
Chief Investment Officer
Verger Capital Management

Brendan Welter
Chief Information Security Officer & Chief Data Officer
Rockefeller Capital Management

Event Information

The Fall Forum will take place on October 25-26, 2023
Venue: The Carolina Inn, Chapel Hill, NC
Address: 211 Pittsboro Street, Chapel Hill, NC 27516
Phone: (919) 933-2001
Website: https://www.destinationhotels.com/carolina-inn
Airport: Raleigh Durham International Airport (RDU), Approximately 30-minute drive to The Carolina Inn
Conference Attire: Business Casual

NETWORKING RECEPTION & DINNER PARTY
WEDNESDAY, OCTOBER 25, 2023
6:30-9:30PM
Carolina Inn Front Porch Lawn
We will enjoy the Carolina Inn Front Porch & Lawn for this very special event! You don’t want to miss this extraordinary 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 music, great food, and networking!

HOTEL ROOMS – BOOK ASAP!
All attendees are responsible for their own travel reservations and hotel accommodations.
IMPORTANT: Our room block at the Carolina Inn is SOLD OUT. If you weren’t able to reserve a room in our room block at the Carolina Inn, we recommend reserving a room at another hotel in the area as soon as possible.
(**if you are a confirmed member of the Fall Forum speaker faculty, please contact cjaquez@academyforinstitutionalinvestors.org before booking at another hotel)

Nearby Hotels:
AC Hotel Chapel Hill (5 – 10 minute walk to Carolina Inn)
214 W. Rosemary Street, Chapel Hill, NC 27516
AC Hotel Chapel Hill Downtown (Marriott)
Local Phone: 919-969-2800

Please click to reserve a room at the AC Hotel Chapel Hill in our discounted room block:
CLICK HERE

Graduate Chapel Hill (5 – 10 minute walk to Carolina Inn)
311 W. Franklin Street, Chapel Hill, NC 27516
Graduate Chapel Hill Hotel
Local Phone: 919-442-9000

Aloft Chapel Hill (6 minute drive to Carolina Inn)
1001 Hamilton Rd, Chapel Hill, NC 27517
Aloft Chapel Hill
Local Phone: 919-969-2800

 

TRANSPORTATION TO/FROM RDU AIRPORT
All attendees are responsible for the arrangement & payment of their own travel to and from the forum.
Taxis & rideshares are available outside of baggage claim at RDU airport
Private transportation options include RDU Taxi at 919-840-7277 and Carolina Livery at 919-957-1111 or contacting the Carolina Inn Concierge (919-933-2001 x3253) for assistance with bookings.

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

Event Information

The Fall Forum will take place on October 25-26, 2023
Venue: The Carolina Inn, Chapel Hill, NC
Address: 211 Pittsboro Street, Chapel Hill, NC 27516
Phone: (919) 933-2001
Website: https://www.destinationhotels.com/carolina-inn
Airport: Raleigh Durham International Airport (RDU), Approximately 30-minute drive to The Carolina Inn
Conference Attire: Business Casual

NETWORKING RECEPTION & DINNER PARTY
TUESDAY, OCTOBER 25, 2022
6:30-9:30PM
Carolina Inn Front Porch Lawn
We will enjoy the Carolina Inn Front Porch & Lawn for this very special event! You don’t want to miss this extraordinary 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 music, great food, and networking!

HOTEL ROOMS – BOOK ASAP!
All attendees are responsible for their own travel reservations and hotel accommodations.
ONCE YOU HAVE REGISTERED FOR THE FORUM, please click the link below to reserve a room at The Carolina Inn in our discounted room block or call 800-617-0131
CLICK HERE

 

Graduate Chapel Hill (0.5 miles from conference venue) https://www.graduatehotels.com/chapel-hill/

AC Hotel by Marriott Chapel Hill Downtown (0.5 miles from conference venue) https://www.marriott.com/en-us/hotels/rduah-ac-hotel-chapel-hill-downtown/overview/

The Siena Hotel, Autograph Collection (2.2 miles from conference venue) https://www.marriott.com/en-us/hotels/rduak-the-siena-hotel-autograph-collection/overview/

TRANSPORTATION TO/FROM RDU AIRPORTTRANSPORTATION TO/FROM RDU AIRPORT
All attendees are responsible for arrangement & payment of their own travel to and from the forum.
Taxis & rideshares are available outside of baggage claim at RDU airport
Private transportation options include RDU Taxi at 919-840-7277 and Carolina Livery at 919-957-1111 or contacting the Carolina Inn Concierge (919-933-2001 x3253) for assistance with bookings.

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

Wednesday, October 25, 2023

9:30 -10:30 am “Allocator Only” Pre-Conference Breakfast Reception

10:30 am Main Registration & Networking for All Members

11:00 am Fall Forum Begins – 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

Thursday, October 26, 2023

7:30 am Closed Door – “Allocator Only” Breakfast Meet-Up

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

$1,100.00 per pass

Investment / Research Professionals Only:

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

No Marketing Professionals in this Category

Standard
Academy Entrance Pass

$7000.00 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 $7000 per person per firm. If purchasing two passes the cost is then $14,000 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 for the the Fall Investment Academy Forum on October 25-26, 2023 in Chapel Hill, NC is now at Full Capacity and is Closed.

If you are an Asset Owner or Other Allocator interested in Attending any of our Future Forums or Allocator Huddles, please contact Anna Bickley at abickley@academyforinstitutionalinvestors.org     

If you are a Manager or Service Provider interested in receiving more information on Future programs, please contact Laura Fisher at lfisher@academyforinstititonalinvestors.org

Important Registration Note:
Registration will remain OPEN to our Fall Forum for Asset Owners from Endowments, Foundations, Pensions, Hospitals, Single Family Offices as well as Other Allocators that qualify and are on the Investment/Research allocator side of the business from Consultants, MFO’s or OCIO’s.

Registration is currently CLOSED for Managers and Service Providers. If you are interested in joining the waitlist for this event, please send an email to cjaquez@academyforinstitutionalinvestors.org as soon as possible. There will be more opportunities for you to join us at our May 21-22, 2024 Spring Forum at The Omni Grove Park Inn in Asheville, NC.

Benefits of membership

  • When you register for an Academy Forum, you will automatically become a member of our Institutional LP/GP Community.
  • By becoming a member of the Academy Community you will be given priority access to future forums.
  • 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 250 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 2023 Sponsor (October 25-26, 2023 at The Carolina Inn, Chapel Hill, NC)
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 2023 – SPONSORSHIP SUMMARY & PRICING

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 2023 Sponsor (October 25-26, 2023 at The Carolina Inn, Chapel Hill, NC)
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 2023 – SPONSORSHIP SUMMARY & PRICING