Spring Academy Investment Forum

OMNI GROVE PARK INN, ASHEVILLE, NC
May 21-22, 2024

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 275 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

Jason Trennert
Chairman, Chief Executive Officer & Chief Investment Strategist
Strategas
Constance Hunter
Senior Advisor
MacroPolicy Perspectives (MMP)
Marko Papic
Partner & Chief Strategist
Clocktower Group
André Perold
Co-Founder, Partner & Chief Investment Officer
HighVista Strategies
Previously, the George Gund Professor of Finance and Banking
Harvard Business School
Dan Ariely
Best Selling Author & Professor
Behavioral Economics at Duke University

Spring Forum Co-Chairs

Nicholas Csicsko
Managing Director
Trinity Wall Street

Vanita Gaonkar
Managing Director
DFO Management, LLC (Dell Family Office)

Andrea Szigethy
Founder & CEO
Academy for Institutional Investors

Speaker Faculty

Ben Bartelt
Vice President, Traditional Assets & Retirement
Advocate Health

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

Ravi Bellur
Managing Partner & CIO
Ripple Effect Asset Management

Ian Bradley
Senior Research Associate
Fiducient Advisors

Pablo E. Calderini
President & Chief Investment Officer
Graham Capital Management

Adam Cohen
Managing Partner & Portfolio Manager
Caspian Capital

Jim Dunn
Chief Executive Officer
Verger Capital Management

Raudline Etienne
Founder & CEO
Daraja Capital

Claire Fefer
Formerly, Investment Manager
DUMAC (Duke University)

Christopher Gill
Managing Director of Public Investments
Georgetown University

David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Terry Gottberg
Chairman, President, & CEO
Merit Energy Company

Daniel Gottlieb
Chief Investment Officer
Southern Ute Indian Tribe – Permanent Funds Investments

Michael Gould
Director
Lehigh University Investment Office

Aron Grodinsky
Chief Investment Officer
The Colorado Health Foundation

Chris Heller
Co-Founder &
Co-Managing Partner
Cordillera Investment Partners

Larissa Herczeg
Managing Partner
1 Seed Partners

Seth Heren
Principal, Private Markets
Bakala Capital

Eli Hogan
Senior Investment Analyst, Fixed Income
UPS

Drew Ierardi
Managing Director, Private Markets Investment Office
Exelon Corporation

Ray Jacobson
Chief Investment Officer
Davidson College

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

Kris Kapoor,
Chief Investment Officer
Bakala Capital

Christine Kelleher,
Chief of Investments
National Gallery of Art

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

Ted Lamade
Managing Director
Carnegie Institution for Science

Ken Lee
Chief Investment Officer
Children’s Health

Rip Mecherle
Chief Investment Officer
The University of Tennessee System

Katherine Molnar
Chief Investment Officer
Fairfax County Police Officers Retirement System

Brian Neale
Chief Investment Officer
University of Nebraska Foundation

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

John Ockerbloom
US Head of Real Estate
Barings

Adrian A. Ohmer
Investment Director, Investment Office
The Kresge Foundation

Anurag Pandit
Chief Investment Officer
ALSAC/St. Jude Children’s Research Hospital

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

Ricky Sandler
Founder & CEO/CIO
Eminence Capital

Anne Shelton
Chief Investment Officer
American Trading & Production Corp.

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

H. Shafer Smith, CFA
Portfolio Manager of External Equities
Lockheed Martin Investment Management Company

Donna L. Snider
Chief Investment Officer
Hackensack Meridian Health

Kyle Stewart
Investment Director
Children’s Health

Emily Sumner
Chief Investment Officer, Investment Committee Chair
Gilder Office for Growth

Mike Szalkowski
Chief Financial Officer
The Zalik Family Office

Karen Horn Welch, CFA
Managing Director of Investments
Spider Management Company (University of Richmond)

Justin Young
Director of Investments
Multilateral Endowment Management Company (MEMCO)

Event Information

COMING SOON

Event Information

Conference Venue

SPRING INVESTMENT ACADEMY FORUM
May 21-22, 2024
Omni Grove Park Inn, Asheville NC

Address: 290 Macon Avenue, Asheville, NC 28804
Main Phone: 800.438.5800 (for Reservations, press 1)
Local Phone: 828.252.2711
Website: https://www.omnihotels.com/hotels/asheville-grove-park

Transportation

THE OMNI GROVE PARK INN IS LOCATED NEAR THE FOLLOWING AIRPORTS:

  • (AVL) – Asheville Regional Airport – 17 miles from conference venue
  • (GSP) – Greenville-Spartanburg Airport – 65 miles from conference venue
  • (CLT) – Charlotte Douglas International Airport – 120 miles from conference venue

 ***We strongly encourage you to reserve your transportation to and from the hotel IN ADVANCE via private car service or car rental

CAR SERVICE SUGGESTIONS FOR AIRPORT TRANSPORTATION:
Accents On Asheville- Located in the Omni Grove Park Inn
828.251.9013
info@accentsonasheville.com
https://www.accentsonasheville.com/

AVL Ride
828.333.1976
info@avltaxi.com
https://www.avltaxi.com/

Blue Ridge Limousine
828.232.4046
https://blueridgelimo.com/services/

Diamond Executive
828.281.8139
https://diamondexecutivecartransportation.com/

Peak Limo
Charlotte: 704.568.1200
Asheville: 828.585.6025
info@PeakLimo.com
https://peaklimo.com/

Pegasus Airport Limousine
828.281.4660 | 828.275.3023
pegasusairport@charter.net
https://www.pegasusairport.net/

Accommodations

Omni Grove Park Inn, Asheville NC
Main Phone: 800.438.5800 (for Reservations, press 1)
Local Phone: 828.252.2711

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 hotel cancellation policy and fees (resort fees, early check in and check out fees, etc.) when you are booking your room. The Omni Grove Park Inn has a very strict cancellation policy and will charge fees after a certain date. Please contact the Omni Grove Park Inn directly for any special accommodations or requests at 800.438.5800

CLICK HERE

(**if you are a confirmed member of the Spring Forum Speaker Faculty, please contact cjaquez@academyforinstitutionalinvestors.org if you need a hotel room)

OVERFLOW HOTEL ROOM BLOCK AVAILABLE HERE:
We’ve held a limited number of rooms at the Kimpton Hotel Arras as an additional option. (7-minute drive from The Omni Grove Park Inn)

Kimpton Hotel Arras
7 Patton Avenue, Asheville, NC 28801
Local Phone: 828-255-0303
Reservations: 1 800 KIMPTON

CLICK HERE

OTHER AREA HOTELS:

Hilton Garden Inn Asheville Downtown
(located in downtown Asheville, 7 minute drive to conference hotel)
309 College St, Asheville, NC 28801
828-255-0001
Hotel Website

Renaissance Asheville Downtown Hotel
(located in downtown Asheville, 8 minute drive to conference hotel)
31 Woodfin Street, Asheville, NC 28801
828-252-8211
Hotel Website

The Windsor Boutique Hotel
(located in downtown Asheville, 8 minute drive to conference hotel)
36 Broadway St, Asheville, NC 28801
(844) 494-6376
Hotel Website

Embassy Suites by Hilton Asheville Downtown
(located in downtown Asheville, 8 minute drive to conference hotel)
192 Haywood Street, Asheville, NC 28801
828-407-0422
Hotel Website

Event Information

Conference Venue

SPRING INVESTMENT ACADEMY FORUM
May 21-22, 2024
Omni Grove Park Inn, Asheville NC

Address: 290 Macon Avenue, Asheville, NC 28804
Main Phone: 800.438.5800 (for Reservations, press 1)
Local Phone: 828.252.2711
Website: https://www.omnihotels.com/hotels/asheville-grove-park

Transportation

THE OMNI GROVE PARK INN IS LOCATED NEAR THE FOLLOWING AIRPORTS:

  • (AVL) – Asheville Regional Airport – 17 miles from conference venue
  • (GSP) – Greenville-Spartanburg Airport – 65 miles from conference venue
  • (CLT) – Charlotte Douglas International Airport – 120 miles from conference venue

 ***We strongly encourage you to reserve your transportation to and from the hotel IN ADVANCE via private car service or car rental

CAR SERVICE SUGGESTIONS FOR AIRPORT TRANSPORTATION:
Accents On Asheville- Located in the Omni Grove Park Inn
828.251.9013
info@accentsonasheville.com
https://www.accentsonasheville.com/

Blue Ridge Limousine
828.232.4046
https://blueridgelimo.com/services/

Diamond Executive
828.281.8139
https://diamondexecutivecartransportation.com/

Peak Limo
Charlotte: 704.568.1200
Asheville: 828.585.6025
info@PeakLimo.com
https://peaklimo.com/

Pegasus Airport Limousine
828.281.4660 | 828.275.3023
pegasusairport@charter.net
https://www.pegasusairport.net/

Accommodations

Omni Grove Park Inn, Asheville NC
Main Phone: 800.438.5800 (for Reservations, press 1)
Local Phone: 828.252.2711

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 hotel cancellation policy and fees (resort fees, early check in and check out fees, etc.) when you are booking your room. The Omni Grove Park Inn has a very strict cancellation policy and will charge fees after a certain date. Please contact the Omni Grove Park Inn directly for any special accommodations or requests at 800.438.5800

IMPORTANT: Our Room Block at The Omni Grove Park Inn is Sold Out!

There may be additional rooms available to reserve directly with the Omni Grove Park Inn at their best available rate.

CLICK HERE

(**if you are a confirmed member of the Spring Forum Speaker Faculty, please contact cjaquez@academyforinstitutionalinvestors.org before booking at another hotel)

OVERFLOW HOTEL ROOM BLOCK AVAILABLE HERE:
We’ve held a limited number of rooms at the Kimpton Hotel Arras as an additional option. (7-minute drive from The Omni Grove Park Inn)

Kimpton Hotel Arras
7 Patton Avenue, Asheville, NC 28801
Local Phone: 828-255-0303
Reservations: 1 800 KIMPTON

CLICK HERE

 

OTHER AREA HOTELS:

Hilton Garden Inn Asheville Downtown
(located in downtown Asheville, 7 minute drive to conference hotel)
309 College St, Asheville, NC 28801
828-255-0001
Hotel Website

Renaissance Asheville Downtown Hotel
(located in downtown Asheville, 8 minute drive to conference hotel)
31 Woodfin Street, Asheville, NC 28801
828-252-8211
Hotel Website

The Windsor Boutique Hotel
(located in downtown Asheville, 8 minute drive to conference hotel)
36 Broadway St, Asheville, NC 28801
(844) 494-6376
Hotel Website

Embassy Suites by Hilton Asheville Downtown
(located in downtown Asheville, 8 minute drive to conference hotel)
192 Haywood Street, Asheville, NC 28801
828-407-0422
Hotel Website

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. so please make sure to review on their website.

The Academy has a limited number of hotel rooms available from Monday, May 20th through Wednesday, May 22nd. Please contact the Omni Grove Park Inn directly for all of your hotel needs when adding additional nights to your reservation. Please contact reservations directly for any special accommodations.

Agenda / Schedule

Monday, May 20, 2024 – PRE-CONFERENCE NETWORKING

7:00 pm–8:00 pm Optional Extra Networking Reception for Late Evening Arrivals to Omni Grove Park Inn

Tuesday, May 21, 2024

8:30 am – 10:00 am Pre-Conference Breakfast Meeting –

Next Gen LP Leaders Club (Allocators Only)

9:00 am – 10:00 am Pre-Conference Meet & Greet Breakfast Reception

(Allocators Only)

9:45 am – 10:25 am Main Registration & Networking for all Members

10:30 am – 12:45 pm Welcome/Opening Keynote/Panels/Sessions

12:45 pm – 2:00 pm Networking Luncheon

2:00 pm – 4:00 pm Sessions/Panels/Keynotes

4:00 pm – 4:45 pm Afternoon Extended Networking Break

4:45 pm – 6:20 pm Sessions/Panels/Keynotes

6:30 pm – 10:00 pm Welcome Reception & Dinner Party on the

Mountain View Terrace

Wednesday, May 22, 2024

7:30 am – 8:55 am Allocator Only “Closed Door” Breakfast Discussions

8:00 am – 9:00 am Continental Breakfast Available for all other Attendees

9:00 am – 10:55 am Opening Day Two Keynote/Panels/Sessions

10:55 am – 11:30 am Mid-Morning Networking Break

11:30 am – 1:50 pm Sessions/Panels/Closing Keynote

1:50 pm – 3:30 pm Late Luncheon Cocktail Networking Party –

Outside on the Mountain View Terrace

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.

REGISTRATION TO AII’s SPRING FORUM 2023 IS CLOSED
There will be more opportunities for you to join us at our October 25-26, 2023 Fall Forum at The Carolina Inn in Chapel Hill, NC. If you would like an invitation to register for the Fall 2023 forum please email cjaquez@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 as well as “Other Allocators” on the research side from OCIOs, Consultants, and MFOs.

Registration is currently CLOSED to Managers and Service Providers. If you’re 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 October 28-29, 2024 Fall Forum at The Umstead Hotel in Cary, 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 (must register by provided deadline date)
  • 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 275 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 PARTNERING SUPPORTERS

COLLABORATING SPONSORS

CONTRIBUTING SPONSORS

NON-PROFIT SUPPORTERS

If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a Spring Forum 2024 Sponsor (May 21-22, 2024 at the OMNI Grove Park Inn, Asheville, 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 SPRING FORUM 2024 – SPONSORSHIP SUMMARY & PRICING

LEAD PARTNERING SUPPORTERS

COLLABORATING SPONSORS

OTHER SUPPORTERS

If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a Spring Forum 2024 Sponsor (May 21-22, 2024 at the OMNI Grove Park Inn, Asheville, 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 SPRING FORUM 2024 – SPONSORSHIP SUMMARY & PRICING