Spring Forum Registration

May 21-22, 2024

Registration Fee

Registration Fees:  Fees will now be collected per forum instead of once per year.  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!

Important Registration Note:

Registration is 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 CLOSED to “Other Allocators” from OCIOs, Consultants, RIAs and MFOs.

Registration is CLOSED to Managers and Service Providers.

We are no longer adding people to our waitlist for this event. If you are interested in learning more about how to get involved with our Community and to attend a future event, please contact Andrea Szigethy at aszigethy@academyforinstitutionalinvestors.org.

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

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.

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 until October 5th 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. There will be more opportunities for you to join us at our May 16-17, 2022 Spring Forum taking place in Asheville, NC. Please note that proof of vaccination is required from all participants who are planning to attend the Fall Forum on October 12-13, 2021 at The Umstead Hotel in Cary, NC.