Spring Academy Investment Forum

ST. REGIS ATLANTA HOTEL, ATLANTA, GEORGIA
May 22-23, 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

Dan Clifton
Partner & Head of Policy Research
Strategas Securities
Caroline M. Poland
MA, LMHC, LCAC, CCTP, CCFP, NCC, Founder and CEO
Poland and Associates Consulting
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
Stephanie Pomboy
Founder & President
MacroMavens
Dr. Terry Root
Senior Fellow (University Faculty) Emerita
Woods Institute for the Environment at Stanford University
Mark W. Yusko
CEO & Chief Investment Officer
Morgan Creek Capital Management; Managing Partner, Morgan Creek Digital

Spring Forum Co-Chairs

Muthu Muthiah
Chief Investment Officer
Children’s Healthcare of Atlanta (CHOA)

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

Speaker Faculty

Grady Frank
Partner & Head of Private Credit Origination
GoldenTree Asset Management

Terry Gottberg
Chairman, President, & CEO
Merit Energy Company

John Pinkel
Portfolio Manager & Partner
Indus Capital

Joe Schorge
Managing Partner
Isomer Capital

John Wolff
Chief Investment Officer
Insight Partners Public Equities

Event Information

CONFERENCE VENUE FOR THE SPRING INVESTMENT ACADEMY FORUM
The Spring Forum will take place on May 22-23, 2023
Venue: The St. Regis Atlanta Hotel, Atlanta, GA
Address: 88 West Paces Ferry Road, Atlanta, GA 30305
Phone: 404.563.7900
Website: stregisatlanta.com
Airport: Hartsfield-Jackson Atlanta International Airport (ATL), Approximately 30-minute drive to St. Regis Atlanta Hotel, Atlanta traffic delays can vary
Conference Attire: Business Casual

NETWORKING RECEPTION & DINNER PARTY
MONDAY, MAY 22, 2023
6:30-9:30PM
KING + DUKE
https://kinganddukeatl.com/
3060 Peachtree Road Northwest
At West Paces Ferry Road
Atlanta, GA 30305
404.477-3500

We will *walk to King + Duke from the St. Regis* and taking over the entire King + Duke restaurant space for this very special event! 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 arrangement & payment of 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 St. Regis Atlanta in our discounted room block or call 404.563.7900

CLICK HERE
IMPORTANT: Our room block at the St. Regis typically sells out VERY quickly, particularly for evenings other than the main night (May 22nd). If you’re unable to reserve a room at the St. Regis Atlanta, we recommend booking at another hotel in the area as soon as possible. Please see these nearby hotel options:
The Thompson, Atlanta Buckhead (0.5 miles from conference venue) https://www.hyatt.com/hotel/georgia/thompson-buckhead/atlth
The Whitley, Atlanta Buckhead (1.6 miles from conference venue) https://thewhitleyhotel.com/location/
JW Marriott, Atlanta Buckhead (2.0 miles from conference venue) https://www.marriott.com/en-us/hotels/atljw-jw-marriott-atlanta-buckhead/overview/
Waldorf Astoria, Atlanta Buckhead (1.4 miles from conference venue) https://www.hilton.com/en/hotels/atlwawa-waldorf-astoria-atlanta-buckhead/
AC Hotel, Atlanta Buckhead (1.9 miles from conference venue) https://www.hilton.com/en/hotels/atlwawa-waldorf-astoria-atlanta-buckhead/

TRANSPORTATION TO/FROM ATL 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 ATL airport, it’s typically easy to get an UBER or LYFT.
MARTA Transit System (train) has direct access within ATL Airport (by baggage claim). If taking the MARTA, take the Red Line from Airport Station to Buckhead Station (14 stops and approximately 30 minutes). From there, please note that guests will have to order a taxi or an Uber/Lyft to go to The St. Regis Atlanta as MARTA does not have direct access to the hotel. The hotel is 1.4 miles from the Buckhead Station.
Private transportation options include Atlantic Limousine and Transportation Services (phone: 770.751.7078) or contacting The St. Regis Concierge (phone: 404.563.7900) 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

COMING SOON

Agenda / Schedule

Monday, May 22, 2023

10:00 am Main Registration & Networking for All Members

10:45 am Spring Forum Opening Keynote

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

Tuesday, May 23, 2023

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 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.

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 Spring Forum 2023, you will be given priority registration access to the Fall 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 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 Sping Forum 2023 Sponsor (May 22-23, 2023 at St. Regis Atlanta Hotel in Atlanta, GA) 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 SPRING FORUM 2023 – SPONSORSHIP SUMMARY & PRICING

LEAD PARTNERING SUPPORTERS

COLLABORATING SPONSORS

If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a Sping Forum 2023 Sponsor (May 22-23, 2023 at St. Regis Atlanta Hotel in Atlanta, GA) 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 SPRING 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 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