Fall 2017 Event Info

The Fall Investment Institute Forum

November 9-10, 2017
The Diplomat Beach Resort, Hollywood, FL

CONFERENCE AGENDA
To view the conference agenda, please click The Investment Institute logo at the top of this page which will take you to the home page of our website. Then click the “Download Agenda” button in the blue box near the top of the screen.

DOWNLOAD THE FREE EVENT APP ON YOUR MOBILE DEVICE!
Search “The Investment Institute” in the App Store or Google Play on your mobile device and download the free event app!  Use the menu guide on the home screen to view the agenda, speaker bios, white papers, presentations, sponsor information and much more!  Agenda details and other items will be added to the App as they become available.  Please note:  If you already have the app on your mobile device, we suggest you delete and reinstall it so that you are certain to have the latest updates.  Please periodically click the small circle made of two arrows in the top left corner of the home screen to ensure the data is refreshed. Allowing the app to send you “push notifications” will ensure you receive any onsite updates as well.

MEMBER MATERIALS – DEADLINE TO SUBMIT: OCTOBER 13TH, 2017
All member organizations (investors, consultants, managers and service providers) are welcome and encouraged to submit information regarding your companies for inclusion in our membership directory. If you haven’t already submitted your member materials or need to update previous materials you sent in a prior year, please click here to email us the following: A short paragraph description of your organization (including the asset size and/or details regarding your investment office/team), your organization’s logo (JPG or EPS formats preferred), your organization’s website address or the address for a specific webpage on your site that you would like fellow members to be directed to, contact details for you or someone else at your firm (this is optional – some members choose not to list specific contact information) and any educational white papers your organization has written and that you may like to share with your fellow Institute members.

VENUE FOR THE FALL INVESTMENT INSTITUTE
The Fall Investment Institute Forum will take place at The Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33019.  www.diplomatresort.com

AIRPORT
The Diplomat Beach Resort is 10 miles from Ft. Lauderdale-Hollywood International Airport (FLL) and 25 miles from Miami International Airport (MIA).

HOTEL ROOMS – BOOK NOW!
All attendees are responsible for their own travel reservations and hotel accommodations.  The Diplomat Beach Resort (our conference venue) is offering discounted room rates until October 10, 2017 but we anticipate the room block will sell out quickly (even up to a couple of months prior to the hotel’s cutoff date) for the main night of our conference, November 9th, 2017.  If our room block at The Diplomat is sold out or you would like another hotel option nearby, we suggest the Crowne Plaza, located about half a mile from The Diplomat, or Margaritaville, located about 2.5 miles from The Diplomat.  Please click here to reserve a room in The Diplomat Beach Resort’s discounted room block or call The Diplomat at 855.689.2911 and mention “The Fall Investment Institute”.  Please click here to reserve a room at the Crowne Plaza or call 954.454.4334.  Please click here to reserve a room at Margaritaville or call 954.874.4444.  Please read this update regarding hotel room availability at The Diplomat:  Most of our attendees will fly in on the morning of 11/9/17 and therefore should easily be able to reserve a room at The Diplomat for that evening through the link above.  For those of you who would like to arrive the evening before the conference (11/8/17), the team at The Diplomat has made us aware that there are currently very few, if any, rooms still available on that night.  Your reservation will likely not be confirmed if you note 11/8/17 in your reservation request – though it is worth a try in case someone else has cancelled.  If you request the 11/8/17 arrival on The Diplomat’s reservation form and your reservation isn’t accepted, please change your search option to reflect an 11/9/17 arrival as rooms are available at The Diplomat for that night and beyond.  Some of our attendees have let us know that they plan to stay at a different hotel for the evening of 11/8/17 only and then will switch to The Diplomat for the evening of the conference (11/9/17) and beyond.  Please let us know if you have any questions and thanks so much for your patience!

TRANSPORTATION TO AND FROM THE DIPLOMAT BEACH RESORT
Individuals are responsible for arrangement and payment of their own travel to and from the forum.  You can contact The Diplomat’s concierge at transportation@diplomatresort.com or call 954.602.8925 for assistance with any questions or requests.  Click here for FLL Airport Ground Transportation Information / Click here for MIA Airport Ground Transportation Information

SUGGESTED ATTIRE FOR THE INVESTMENT INSTITUTE
Business casual attire is suggested for the conference as well as the reception and dinner on November 9th.

IMPORTANT POLICY NOTES
The Investment Institute reserves the right to qualify any attendees registering for this event. There will be no refunds for cancellations or no-shows. You may substitute a participant from your own or a similar organization.

CPE CREDITS
The Investment Institute 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.

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