The Fall Investment Institute Forum
October 22-23, 2018
The Carolina Inn, Chapel Hill, NC
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 5th, 2018
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. Member organizations’ logos and website links can be found here and organization descriptions can be found in the “Members” section of our app.
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 PNG 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
• Any educational white papers your organization has written and that you would like to share with your fellow Institute members
VENUE FOR THE FALL INVESTMENT INSTITUTE
The Fall Investment Institute Forum will take place at The Carolina Inn, Chapel Hill, NC. If using a GPS Navigation System, please use the following address for The Carolina Inn: 211 Pittsboro Street, Chapel Hill, NC 27516, www.carolinainn.com. Driving directions and parking info can be found here.
The Carolina Inn is a 20-minute drive from the Raleigh-Durham International Airport (RDU).
HOTEL ROOMS – BOOK NOW!
All attendees are responsible for arrangement and payment of their own travel reservations and hotel accommodations. The Carolina Inn (our conference venue) is offering discounted room rates for a limited time and we anticipate the room block will sell out quickly, on or prior to August 1st. If The Carolina Inn room block is sold out, we suggest contacting the hotel directly for rooms outside of our block or exploring other hotels in the area. The Carolina Inn team recommends nearby options including The Franklin, The Siena and The Rizzo Center. We also suggest The Umstead Hotel (which is further from the conference venue but close to the airport) as an additional option.
Please click here to reserve a room in our discounted block at The Carolina Inn. (Conference venue)
Please click here to reserve a room in our discounted block at The Franklin Hotel. (Half mile from conference venue)
Please click here for other hotels in the area. (Including The Siena and The Rizzo Center)
Please click here to reserve a room in our discounted block at The Umstead Hotel. (Twenty miles from conference venue, so allow plenty of travel time, but less than five miles from RDU Airport and a popular destination spot)
TRANSPORTATION BETWEEN RDU AIRPORT AND THE CAROLINA INN
Individuals are responsible for arrangement and payment of their own travel to and from the forum. Taxis are available outside of baggage claim at RDU Airport. Click here for RDU Airport Ground Transportation Information. Additional private transportation options include RDU Taxi at 919.840.7277 and Carolina Livery at 919.957.1111. You can also contact The Carolina Inn’s Guest Services Department at 919.933.2001 to assist with any questions or requests.
SUGGESTED ATTIRE FOR THE INVESTMENT INSTITUTE
Business casual attire is suggested for the conference and you are more than welcome to wear jeans for the reception and dinner at The Carolina Inn on October 22nd. We want you to be relaxed and comfortable!
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.
MEDIA & PRESS
Media and Press are not permitted at The Investment Institute Forums.
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.