Winter Investment Academy Summit

Mentoring, Retaining & Developing Your Investment Team for Future Success
Chatham Station & Bond Brothers Brewery in downtown Cary, NC
February 9, 2023

WINTER INVESTMENT ACADEMY SUMMIT

Mentoring, Retaining & Developing Your Investment Team for Future Success
Chatham Station & Bond Brothers Brewery in downtown Cary, NC
February 9, 2023

Academy for Institutional Investors (AII) Summits

When the Academy for Institutional Investors (AII) identifies a specific educational need for our allocator members to come together to focus on a particular topic or market sector we will develop and offer an academic focused one-day summit. AII Summits will be limited to 100 attendees (75 asset owners/allocators and 25 managers). Academy Summits will take place at non-traditional creative venues in the Southeast (not your typical conference hotel). Participants can choose to stay at any hotel in the surrounding city where the Summit takes place. AII Summits will be designed around one main theme and sessions will be much more interactive allowing for active allocator participation following each panel discussion. Summit content will begin at 8:00 am and end by 3:30 pm and include a fun networking reception from 3:30 pm to 5:00 pm following the program. This will allow participants to fly in and out on the same day and only miss one day out of the office.

The theme for our first Summit will be built around mentoring, retaining, and developing your investment team for future success. We will feature discussions by some well-known CIO’s who will discuss their path to become a CIO and how they coach and develop their team for a successful career as a fiduciary in the endowment, foundation, pension, and family office world. We will also hear from the future generation of allocators to understand what is important to them when developing their career in the investment office. How are senior decision makers teaching their younger investment analysts, associates and directors while providing them with the tools they need for a successful career in the investment business? The Winter Investment Academy Summit will focus on culture, mentorship, the war for talent, and building your investment team for future success.

Speakers

COMING SOON

Winter Summit Faculty

Rod Collins
Keynote Speaker & Award-Winning Author

David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation (AII Winter Summit Co-Chair)

Rhonda Smith
Director-Public Equity Investments
NC Department of State Treasurer

Event Information

Mentoring, Retaining & Developing Your Investment Team for Future Success

Chatham Station & Bond Brothers Brewery in downtown Cary, NC

Thursday, February 9th, 2023

8:00 AM Registration & Networking Breakfast at Chatham Station in Downtown Cary, NC
Address:  110 N. Walker Street, Cary, NC 27511
9:00 AM Academy Summit Discussions Begin
12:30 PM Keynote Address
1:00 PM Networking Luncheon at Chatham Station
(Bond Brothers Brewery will host a beer tasting opportunity over lunch)
2:30 PM Small Group Table Topic Conversations following Lunch
3:30 PM Walk next door to Bond Brother’s Brewery for Additional Networking Reception
Address:  602 East Chatham Street, Cary, NC 27511
5:00 PM End of Winter Investment Academy Summit

 

CLICK HERE TO VIEW PARKING DETAILS

Nearby Hotel Suggestions

Academy for Institutional Investors does not have any discounted room blocks contracted for the Summit. Attendees are welcome to stay at any hotel of their choice. Please note that all travel and hotel expenses are the responsibility of the attendee. Below are a few hotel suggestions:

  • The Mayton Inn – a boutique hotel in downtown Cary, walkable to Chatham Station. Phone: 919-670-5000; Website: https://www.themayton.com/
  • The Umstead Hotel – 5-star hotel located approximately 3 miles from Chatham Station. Phone: 919-447-4000; Website: https://www.theumstead.com/
  • The Wingate by Wyndham State Arena – located 3 miles from Chatham Station. Phone: 919-480-8693; Website: Wingate by Wyndham
  • The Hampton Inn Suites Raleigh/Cary I-40 – located 2 miles from Chatham Station. Phone: 919-233-1798; Website: Hampton Inn & Suites Cary

Mentoring, Retaining & Developing Your Investment Team for Future Success

Chatham Station & Bond Brothers Brewery in downtown Cary, NC

Thursday, February 9th, 2023

8:00 AM Registration & Networking Breakfast at Chatham Station in Downtown Cary, NC
Address:  110 N. Walker Street, Cary, NC 27511
9:00 AM Academy Summit Discussions Begin
12:30 PM Keynote Address
1:00 PM Networking Luncheon at Chatham Station
(Bond Brothers Brewery will host a beer tasting opportunity over lunch)
2:30 PM Small Group Table Topic Conversations following Lunch
3:30 PM Walk next door to Bond Brother’s Brewery for Additional Networking Reception
Address:  602 East Chatham Street, Cary, NC 27511
5:00 PM End of Winter Investment Academy Summit

Nearby Hotel Suggestions

Academy for Institutional Investors does not have any discounted room blocks contracted for the Summit. Attendees are welcome to stay at any hotel of their choice. Please note that all travel and hotel expenses are the responsibility of the attendee. Below are a few hotel suggestions:

  • The Mayton Inn – a boutique hotel in downtown Cary, walkable to Chatham Station. Phone: 919-670-5000; Website: https://www.themayton.com/
  • The Umstead Hotel – 5-star hotel located approximately 3 miles from Chatham Station. Phone: 919-447-4000; Website: https://www.theumstead.com/
  • The Wingate by Wyndham State Arena – located 3 miles from Chatham Station. Phone: 919-480-8693; Website: Wingate by Wyndham
  • The Hampton Inn Suites Raleigh/Cary I-40 – located 2 miles from Chatham Station. Phone: 919-233-1798; Website: Hampton Inn & Suites Cary

 

CLICK HERE TO VIEW PARKING DETAILS

Keynote Speakers

Kim Lew
President & Chief Executive Officer
Columbia Investment Management Company

Jason Trennert
Chairman & Chief Executive Officer
Strategas
Peter Zeihan
Geopolitical Strategist, Zeihan on Geopolitics
Author The End of the World is Just the Beginning:  Mapping the Collapse of Globalization

SPECIAL CLOSING KEYNOTE ADDRESS ON TUESDAY, MAY 17

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


SPECIAL CLOSING KEYNOTE ADDRESS ON TUESDAY, MAY 17

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

Fall Forum Co-Chairs

Katherine Molnar
CIO
Fairfax County Police Officers Retirement System

Liza Scott
Assistant Treasurer/Director of Asset Management
Dominion Energy

Registration Fee

ASSET OWNERS

One-Day Summit Pass

$150.00 per person

Full-Time Employees from:

  • Endowments
  • Foundations
  • Hospitals
  • Public Pensions
  • Corporate Pensions
  • Single Family Offices (SFOs)
  • Insurance Firms (investment arm)

To qualify for this category, you must be an asset owner in one of the categories listed above and not provide any products, funds or services. AII has the right to qualify anyone trying to register under this option.

OTHER ALLOCATORS

One-Day Summit Pass

$1000.00 per person

The Investment Arm Only (not marketing) from::

  • Outsourced CIOs
  • Multi Family Offices (MFOs)
  • Investment Consultants
  • Fund of Funds

MANAGERS

One-Day Summit Pass

$9,500.00 per person
(Limited to 25 managers)

The Following Organization Types::

  • A limited number of managers will be invited and given access to register for the Winter Summit
  • We can only take up to 25 managers

If you are interested in being considered for one of our limited GP seats, please click the “SEND ME AN INVITE” button above. We expect these spots to sell out very quickly.

SERVICE PROVIDERS

One-Day Summit Sponsorship

$15,000.00 per firm
(Limited to 4 Sponsors)

  • Since we have very limited seating at our Summits, we are unable to include a registration option for Service Providers
  • We will be offering up to 4 Sponsorships for Service Providers who are interested in supporting AII’s mission for education
  • Sponsorships will include the ability to send one person from your organization to attend the Summit
  • Branding recognition at the Summit
  • There will be no speaking sponsorships available

If you are interested, please click the “SEND ME AN INVITE” button above. We expect these spots to sell out very quickly.

Sponsors

COMING SOON

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.

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