Spring Academy Investment Forum

THE OMNI GROVE PARK INN, ASHEVILLE, NORTH CAROLINA
May 16-17, 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.

Keynote Speakers

Dan Clifton
Partner & Head of Policy Research
Strategas Securities

Luke Ellis
Chief Executive Officer
Man Group

Vikram Mansharamani
Global Trend-Watcher, Harvard University Lecturer, & Portfolio Manager, Author, Think for Yourself & Boombustology

Dominique Mielle
Author
Damsel in Distressed

Spring Forum Co-Chairs

Kris Kapoor
Chief Investment Officer
Furman University

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
Bespoke Strategies at Lowe, Brockenbrough & Co.

Scott Davies
Founder & CIO
CDAM (UK)

Ellen J. Ellison, CFA
Former Chief Investment Officer
University of Illinois Foundation

Mark R. Freeman, CFA
Chief Investment Officer, Founding Partner
Socorro Asset Management

Susanne Gealy
Senior Director
CommonSpirit Health

David Gilmore
Deputy Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Ray Jacobson
Chief Investment Officer
Davidson College

Beth Johnson
Partner; US Segment Leader for Family Offices & Senior Consultant
Pavilion, a Mercer Practice

Renata Quintini
Co-Founder & Managing Director
Renegade Partners

Michael Reist
Director
Avec Capital

Mark Roberts
Chief Investment Officer
Ironsides Asset Advisors

Klaus Röhrig
Co-CIO, Founding Partner
Active Ownership

Erik Sebusch
Partner
Mercer

Brendt Simpson
Investment Manager
Colgate University

John Trammell
Managing Director
Symphony Financial Partners

Event Information

CONFERENCE VENUE FOR THE SPRING INVESTMENT ACADEMY FORUM
The Spring Forum will take place on May 16-17, 2022
Venue: The OMNI Grove Park Inn, Asheville, NC.
Address: 290 Macon Avenue, Asheville, NC 28804
Phone: 800.438.5800
Concierge: 828.252.2711
Website: https://www.omnihotels.com/hotels/asheville-grove-park
Conference Attire: Resort Casual

Closest Airports: The Omni Grove Park Inn is located 17 miles from the Asheville Regional Airport (AVL), 65 miles from Greenville-Spartanburg Airport (GSP), and 2 hours away from Charlotte Douglas International Airport (CLT).

 

HOTEL ROOMS – BOOK ASAP!
All attendees are responsible for their own travel reservations and hotel accommodations. Academy for Institutional Investors will not be responsible for any fees associated with your hotel reservations. Please make sure to review the hotels cancellation policy when you are booking your room to avoid any fees. The Omni Grove Park Inn has a very strict policy and will charge cancellation fees after a certain date. They also charge resort fees, early check in and check out fees, etc. Please make sure to review on their website.

The Academy only has a limited number of hotel rooms available from Sunday, May 15th through Tuesday, May 17th. Our link will not work if you put in other dates surrounding our conference. The rates over the weekend are much higher. Please contact the Omni Grove Park Inn directly for all of your hotel needs when adding an additional night to your reservation. Please contact reservations at 800.438.5800 for any special accommodations needed.

Click below to reserve your hotel room.
Reserve Hotel Now

 

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

Monday, May 16, 2022

8:00 am “Invitation Only” – Asset Owners Pre-Conference Mini Huddle (limited to 30 people)

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

Tuesday, May 17, 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

$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 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

LEAD PARTNERNING SUPPORTERS

COLLABORATING SPONSORS

CONTRIBUTING SPONSORS

NON-PROFIT SUPPORTERS

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

Download Sponsorship Summary & Pricing PDF

Proof of Vaccination is required from all Participants attending the 2022 Spring Forum in NC