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

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

Raudline Etienne
Founder & CEO
Daraja Capital

Chris Gill
Managing Director of Public Investments
Georgetown University

Terry Gottberg
Chairman, President, & CEO
Merit Energy Company

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

Ray Jacobson
Chief Investment Officer
Davidson College

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

Drew Ierardi
Managing Director, Private Markets Investment Office
Exelon Corporation

Rip Mecherle
Chief Investment Officer
The University of Tennessee System

John Ockerbloom
US Head of Real Estate
Barings

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

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

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

Donna L. Snider
Chief Investment Officer
Hackensack Meridian Health

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

Accommodations

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

TO RESERVE YOUR DISCOUNTED HOTEL ROOM:

CLICK HERE

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

Tuesday, May 21, 2024

8:15 am Pre-Conference Allocator Only Breakfast Meet Up

8:15 am Pre-Conference Next Gen LP Leaders Club Breakfast Meet Up

10:00 am Main Registration & Networking for All Members

10:45 am Spring Forum Opening Keynote

1:00 pm Lunch

2:15 pm Sessions, Panels, Keynotes

6:15 pm End of Day One Sessions

6:30 pm Networking Dinner Party on the Mountain View Terrace

9:45 pm End of Day One

Wednesday, May 22, 2024

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

8:50 am End of Allocator Breakfast

8:15 am Breakfast for all other Members Available

9:00 am Opening Keynote Address

10:00 am Sessions, Panels, Keynotes

1:10 pm Networking Luncheon

2:10 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

$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 Only from Endowments, Foundations, Pensions, Hospitals, and Single Family Offices.

Registration is currently CLOSED for Managers, Service Providers, and OCIOs/MFOs/Consultants. If you are 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 25-26, 2023 Fall Forum at The Carolina Inn in Chapel Hill, 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