Fall Forum Registration

THE CHARLESTON PLACE, CHARLESTON, SC
OCTOBER 26-27, 2026

Registration Fee

ALLOCATOR REGISTRATION REMAINS OPEN

(Scroll down the page, click the down arrow under options, and choose: (“Asset Owner” Academy Pass – or – “Other Allocator” Academy Pass)

Important Registration Note to GPs: Thank you for your interest in becoming part of the (AII) Community. We are committed to limiting the size of our audience and maintain at least 50/50 LP to GP ratios. We are no longer accepting registrations from managers or service providers to the Fall Forum, if interested in joining the waitlist, please send an email to lfisher@academyforinstitutionalinvestors.org. Our policy: New GPs must be referred to (AII) by an Allocator to participate.

Important Registration Note:

Thank you for your interest in becoming part of the Academy for Institutional Investors (AII) Community. We are committed to working hard to cap the size of our audience and maintain at least 50/50 LP to GP ratio.

Registration will remain OPEN to our Fall Forum for “Asset Owners” from Endowments, Foundations, Pensions, Hospitals, and Single Family Offices (“Asset Owners” do not have any clients, funds, or services to sell).

Registration is also OPEN for “Other Allocators” on the research side from OCIOs, Consultants, and MFOs.

We are no longer accepting registrations for Managers and Service Providers. If you’re interested in joining the waitlist for this event, please send an email to lfisher@academyforinstitutionalinvestors.org. There will be more opportunities for you to join us at our Spring Forum May 18-19, 2027 at the Conrad Nashville in Nashville, TN.

Thank you again for your interest in becoming part of our LP/GP Community, we look forward to seeing you at a future event!

Registration Fees: Fees are collected per forum. Please mark your calendar now with the Fall & Spring dates as the community very much looks forward to spending time collaborating together twice a year!

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

$1,500.00 per pass

Investment / Research Professionals Only:

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

No Marketing Professionals in this Category

Standard
Academy Entrance Pass

$10,000.00 per pass

The Following Organization Types::

Hedge Funds/Private Equity/Venture/Real Estate/Real Assets Funds
Asset Managers/ Investment Firms
Fixed Income/Traditional Funds
Third Party Marketing/ Placement Agents/Cap-Intro Groups
Marketing/Biz. Dev teams from Fund-of-Funds, OCIOs, Consultants, MFOs
Emerging Managers (< 300 AUM) will receive a discount

(Firms can purchase a max of two passes; however, one person must represent an investment research professional. The cost is per person.)

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.

Cancellations/Substitutions: In the event that you cannot use your Academy Entrance Pass, there will be no refunds for cancellations or no-shows. You may, however, substitute a participant from your own or a similar organization or you can receive a credit and transfer your pass to the next immediate forum. Please notify Andrea Szigethy via email at aszigethy@academyforinstitutionalinvestors.org.

Important Registration Note:

Registration will remain OPEN to our Spring Forum for “Asset Owners” from Endowments, Foundations, Pensions, Hospitals, and Single Family Offices (“Asset Owners” do not have any clients, funds, or services to sell.). Registration is also open for “Other Allocators” on the research side from OCIOs, Consultants, and MFOs.

We are no longer accepting registrations for Managers and Service Providers. If you’re interested in joining the waitlist for this event, please send an email to lfisher@academyforinstitutionalinvestors.org. There will be more opportunities for you to join us at our May 19-20, 2026 Fall Forum at the Omni Grove Park Inn in Asheville, NC.

Important Registration Note:

Registration will remain OPEN to our Spring Forum for “Asset Owners” from Endowments, Foundations, Pensions, Hospitals, and Single Family Offices (“Asset Owners” do not have any clients, funds, or services to sell).

Registration is also OPEN for “Other Allocators” on the research side from OCIOs, Consultants, and MFOs.

We are no longer accepting registrations for Managers and Service Providers. If you’re interested in joining the waitlist for this event, please send an email to lfisher@academyforinstitutionalinvestors.org. There will be more opportunities for you to join us at our Fall Forum October 26-27, 2026 at Charleston Place Hotel, Charleston, SC.

Thank you again for your interest in becoming part of our LP/GP Community, we look forward to seeing you at a future event!

Please select the appropriate registration fee from the options below:*
$150 - Asset Owner Academy Pass - Fall Forum 2026
$1,500 - Other Allocator Academy Pass - Fall Forum 2026
$5,500 - Emerging Manager Discounted Pass (Less than 300mm AUM ) - Fall Forum 2026
$10,000 - Academy Entrance Pass - Fall Forum 2026
SOLD OUT
Other Allocators – Academy Entrance Pass
Asset Owner/Institutional Investor – Academy Entrance Pass
Please contact Andrea Szigethy at aszigethy@academyforinstitutionalinvestors.org to join our waitlist
$150.00 - Asset Owner/Institutional Investor – Academy Entrance Pass
Asset Owner passes are Only Available to Full-Time Employees from:
Endowments, Foundations, Single Family Offices (SFOs), Public and Corporate Pensions, Hospitals/Healthcare, Sovereign Wealth and Insurance Firms (investment arm only). If your firm sells products, services or funds to institutional investors please see below the other registration categories. The Academy has the right to qualify all attendees at this option.
$1,500.00 - Other Allocators – Academy Entrance Pass
Other Allocator Passes are for the Investment Arm Only from the following types of organizations:
Outsourced Chief Investment Officers (OCIOs), Multi-Family Offices (MFOs), Investment Consultants, RIAs/Wealth Managers, High-Net Worth Individuals, or Other Non-Profit Association Staff Members. The Academy has the right to qualify all attendees at this option.
SOLD OUT
Standard - Academy Entrance Pass
$10,000.00 - Standard - Academy Entrance Pass
Standard Passes apply to the following types of Organizations:
Hedge Funds, Private Equity Funds, Venture Capital Funds, Real Estate Funds, Real Asset Funds, Asset Managers, Investment Managers, Digital Asset Funds, Fixed Income/Traditional Funds, Third Party Marketing/Placement Agents, Accounting Firms/Law Firms/Technology Solutions, Cap-Intro groups, Fund of Funds and other service providers as well as the Business Development/Marketing arm from any Fund-of-Funds, OCIOs, Consultants and MFOs. Maximum 2 passes per firm. If purchasing two passes, one must be for a senior investment research professional from your organization.
$5,500.00 - Standard - Academy Entrance Pass | Emerging Manager Academy Pass with less than 300mm AUM)
Standard Passes apply to the following types of Organizations:
Emerging Manager Academy Pass with less than 300mm AUM; Hedge Funds, Private Equity Funds, Venture Capital Funds, Real Estate Funds, Real Asset Funds, Asset Managers, Investment Managers, Digital Asset Funds, Fixed Income/Traditional Funds. Maximum 2 passes per firm. If purchasing two passes, one must be for a senior investment research professional from your organization.
Name*
First Last
Job Title*
Company*
Company Website
Address*
Street Address City State / Province / Region ZIP / Postal Code Country
Email*
Phone*
Mobile
Assistant Name
Assistant Email
Assistant Phone
Dietary Restrictions
Please provide Asset Size of Institution or Manager AUM*
Please specify your organization’s type*
Other Manager*
Other Service Providers*
Payment Options*
If paying by ACH/Wire or Check, AII will email your office an invoice. Checks should be made payable to Academy for Institutional Investors, LLC, note "Registration to Fall Forum 2026" in the memo section and mail it to Academy for Institutional Investors, c/o Andrea Szigethy, 167 E. Chatham Street, Suite 200, Cary, NC 27511 for receipt no later than 30 days after your registration date. All payments must be received prior to the forum start date.
IMPORTANT! You will receive a registration confirmation email from The Academy
(aszigethy@academyforinstitutionalinvestors.org) within a few minutes after clicking the “Submit” button. If you do not receive the confirmation, please check your spam box and be sure to add us to your “approved senders” list for future correspondence regarding your participation. Thank you!
Yes, I understand.**
- Yes, I understand.*
Asset Owner/Institutional Investor – Academy Entrance Pass
Price:
Other Allocators – Academy Entrance Pass
Price:
Emerging Manager Discounted Pass (Less than 300mm AUM )
Price:
Standard Academy Pass
Price:
Standard - Academy Entrance Pass | Emerging Manager Academy Pass with less than 300mm AUM)
Standard Registration Also Includes:
Be on the lookout in your “registration confirmation email” for a complimentary link to invite the asset owner of your choice to attend the forum as your guest. This is a great way to spend time bonding with a client or friend at the Academy’s Fall Forum. Please make sure to send the link inviting your guest as soon as possible! The Academy has the right to qualify all allocator guests.
Standard - Academy Entrance Pass
Standard Registration Also Includes:
Be on the lookout in your “registration confirmation email” for a complimentary link to invite the asset owner of your choice to attend the forum as your guest. This is a great way to spend time bonding with a client or friend at the Academy’s Fall Forum. Please make sure to send the link inviting your guest as soon as possible! The Academy has the right to qualify all allocator guests.
Standard - Academy Entrance Pass
Total
$0.00
Credit Card*

Important Registration Note:

Registration is also OPEN for “Other Allocators” on the research side from OCIOs, Consultants, and MFOs.

Thank you again for your interest in becoming part of our LP/GP Community, we look forward to seeing you at a future event!

Fall Forum Registration

THE CHARLESTON PLACE, CHARLESTON, SC
OCTOBER 26-27, 2026

Registration Fee

ALLOCATOR REGISTRATION REMAINS OPEN

SOLD OUT

Please contact Andrea Szigethy at aszigethy@academyforinstitutionalinvestors.org to join our waitlist

SOLD OUT

About Us

About Andrea

Fall Forum Registration

THE CHARLESTON PLACE, CHARLESTON, SCOCTOBER 26-27, 2026

Registration Fee

ALLOCATOR REGISTRATION REMAINS OPEN

SOLD OUT

Please contact Andrea Szigethy at aszigethy@academyforinstitutionalinvestors.org to join our waitlist

SOLD OUT

About Us

About Andrea

THE CHARLESTON PLACE, CHARLESTON, SC
OCTOBER 26-27, 2026