Fall 2019 Event Info

The Fall Investment Institute Forum

October 24-25, 2019
The Umstead Hotel, Cary, NC

CONFERENCE AGENDA
To view the conference agenda, please click here and then click the “Agenda” button in the Fall Forum box near the top of the screen.

*IMPORTANT! PLEASE REGISTER YOUR ATTENDEE(S) FOR THE FALL FORUM (THIS IS DIFFERENT THAN YOUR MEMBERSHIP REGISTRATION)
If you have already registered your firm or family for your annual Membership through the Membership Registration Form but have not yet submitted the Attendee Registration Form for each person planning to attend the Fall conference, please do so as soon as possible!  The Attendee Registration Form link was provided in the auto confirmation email you should have received from admin@theinvestmentinstitute.org when you registered for Membership.  If you cannot locate the link, please email us and we will be happy to forward it to you!  *We need to receive an Attendee Registration Form from every Member, Speaker, Sponsor and Investor Client Guest.

VENUE FOR THE FALL INVESTMENT INSTITUTE
The Fall Investment Institute Forum will take place at The Umstead Hotel & Spa in Cary, NC.  If using a GPS Navigation System, please use the following address for the Umstead Hotel:  5 SAS Campus Drive, Cary, NC 27513.

VENUE FOR DINNER ON THURSDAY, OCTOBER 24TH
Dinner for all attendees will be taking place on Thursday evening at Vidrio, 500 Glenwood Avenue, Raleigh, NC 27603.  The Investment Institute will be providing transportation for all attendees from The Umstead Hotel to Vidrio and back again.  If you choose to drive separately, please visit Vidrio’s website for valet service and parking info.

AIRPORT
The Umstead Hotel is a 10-minute drive from the Raleigh-Durham International Airport (RDU).

HOTEL ROOMS – BOOK NOW!
All attendees are responsible for their own travel reservations and hotel accommodations.
UPDATE: Our room block at The Umstead Hotel (our conference venue located in Cary, NC) is selling out quickly as expected, particularly for evenings other than the main night (October 24th). If you are unable to reserve a room at The Umstead at this time (or only for a portion of your stay), we recommend booking at another hotel in the area as soon as possible. The Embassy Suites is less than one mile away from The Umstead and a portion of our group usually books there (or at other hotels nearby) as their first choice due to travel budget limitations or other preferences. Attendees will often find one another in the hotel lobby and ride over to the conference venue together. Please note: We have found that some of our attendees initially book more hotel rooms than needed and then cancel the extra ones as they confirm their team’s travel. If you find that The Umstead Hotel is sold out now for your desired dates, you are more than welcome to request for your name to be added to The Umstead Hotel’s waiting list for The Investment Institute block (call 866.877.4141) and/or to check on any last-minute availability there as the event date gets closer – rooms often do open up. We do, however, highly recommend booking at a different hotel in the meantime to ensure you have a room reserved.

Please click the links below:
Please click here to reserve a room in the Umstead’s discounted room block (Conference venue)
Please click here to reserve a room in the Embassy Suites’ discounted room block (0.5 miles from conference venue)
Please click here to check out other hotels in the area

TRANSPORTATION BETWEEN RDU AIRPORT AND THE UMSTEAD HOTEL
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 Umstead Hotel concierge at 919.447.4000 to assist with any questions or requests.

DON’T FORGET TO INVITE / REGISTER YOUR INVESTOR CLIENT GUEST!
As part of Membership for Consultants, MFOs, OCIOs, Emerging Managers, Managers and Service Providers, your firm is entitled to bring an investor client guest (within TII’s specifications) to each Member event that is a part of your firm’s annual Membership.  Please note these requirements prior to sending out your investor client guest invitation(s):  Permitted as Guests:  Guests of Members or Sponsor Organizations must be full-time staff of an endowment, foundation, pension, non-profit or single family office/high net worth individual and cannot (or their firm cannot) offer funds, products or services to those in the investment community.  Not Permitted as Guests:  People from OCIOs, Fund of Funds, Managers, Emerging Managers, RIAs, Service Providers and high net worth individuals who also offer funds, products or services to the investment community are NOT permitted to attend as guests.  The Investment Institute reserves the right to qualify all attendees/guests and makes the final decision on the category that a firm or individual is classified as.  Investor client guests should register through the Attendee Registration Form link which was provided in the auto confirmation email you should have received from admin@theinvestmentinstitute.org when you registered for Membership.  If you cannot locate the link, please email us and we will be happy to forward it to you! 

DOWNLOAD OUR NEW EVENT APP ON YOUR MOBILE DEVICE / DELETE & RE-ADD IF YOU HAVE IT ALREADY!
Please search the App Store or Google Play to add “The Investment Institute” app to your mobile device.  If you already had the app, please delete and re-add it so that you will have the updated version with your personal profile going forward – otherwise you will only have access to old data.  The app will request that you log in with your name and email address (this contact info will not be shared with anyone) – we highly suggest that you do so as we will continue to add features to the app as they become available to us and some will only be available to you if you create your own profile in the 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:  Allowing the app to send you notifications will ensure you receive any onsite updates as well.

YOUR INSTITUTION’S / FAMILY’S MATERIALS – DEADLINE TO SUBMIT: October 8th, 2019
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 or email admin@theinvestmentinstitute.org with the following:

• A bio and photo for each person from your firm attending the forum as well as a bio and photo for each investor client guest (if applicable).
• 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

SUGGESTED ATTIRE
Business casual attire is suggested for the conference on October 24th and 25th as well as the dinner on October 24th.

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.

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.

CPE2COLO1

Print Friendly, PDF & Email