Fall 2020 Event Info

The Fall Investment Institute Forum

October 26-27, 2020
The Angus Barn Pavilion, Raleigh, NC
(Open-Air Forum)

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.  In light of the COVID-19 pandemic, TII will have stringent procedures in place to ensure the safety and comfort of our attendees and speakers at our forum.  All current directives mandated by the State of North Carolina’s Governor will be followed and best practices will be implemented and communicated to the TII community prior to and during the event.

REGISTER EACH OF YOUR ATTENDEE(S) FOR THE FALL FORUM
(Please note this is different than your organization’s Membership Registration)
If you have already registered your organization 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 Asset Owner Guest. 

REGISTER YOUR ASSET OWNER GUEST(S)
As part of Membership for Consultants, MFOs, OCIOs, Emerging Managers, Managers and Service Providers, your firm is entitled to bring an asset owner guest (within TII’s specifications noted below) to each Member event that is a part of your organization’s annual Membership.  Asset owner 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!

Please note these requirements prior to sending out your asset owner 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.

VENUE FOR THE FALL INVESTMENT INSTITUTE
The Fall Investment Institute Forum will take place at The Angus Barn Pavilion located at 9401 Glenwood Avenue, Raleigh, NC 27617.  Once you arrive at The Angus Barn’s property, please follow signs to the Pavilion.  Driving directions can be found here.  Parking spots are plentiful outside of the Pavilion.  Please note:  The Pavilion has retractable walls and will be set up as an open-air venue.  There will be plenty of room both inside and out to walk around and socially distance while listening to each of the presentations and sessions.  Please dress comfortably and casually for the fall weather – jeans, sweaters, boots, etc. are welcome at both days of the forum as well as the reception and dinner on Monday evening. We want you to be as comfortable and relaxed as possible!

AIRPORT
The Angus Barn Pavilion is about 4 miles 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.  TII has secured a few discounted hotel room blocks for hotels in the area.  Please make your reservation(s) as soon as possible as rooms and discounts are available for a limited time.  Please confirm the hotel’s cancellation policies directly with the hotel when you book.

Click here for TII’s discounted room block at The Umstead Hotel and Spa (A TII Community favorite located about 12 miles from The Angus Barn Pavilion – allow extra time in high-traffic hours)

Click here for TII’s discounted room block at Embassy Suites (Just over 2 miles from The Angus Barn Pavilion)

Click here for TII’s discounted room block at Hampton Inn & Suites (Just over 2 miles from The Angus Barn Pavilion)

Click here for TII’s discounted room block at Residence Inn by Marriott (Just over 2 miles from The Angus Barn Pavilion)

TRANSPORTATION TO AND FROM RDU AIRPORT, HOTELS AND THE ANGUS BARN PAVILION
Individuals are responsible for arrangement and payment of their own transportation to and from the forum. Taxis are available outside of baggage claim at RDU Airport.  Click here for RDU Airport Ground Transportation Information.  In addition to Lyft and Uber, other private transportation options include RDU Taxi at 919.265.3050 and Carolina Livery at 919.957.1111.

DOWNLOAD OUR 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 have the app, please delete and re-add it so that you will have the updated version with your personal profile going forward – otherwise you may 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 MATERIALS – DEADLINE TO SUBMIT: OCTOBER 16TH, 2020
All member organizations (asset owners/allocators, consultants, managers and service providers) are welcome and encouraged to submit information regarding your institutions 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 asset owner 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.

ATTIRE
Relaxed and comfortable attire (jeans, sweaters, boots) is suggested for the conference as well as for the welcome reception and dinner.

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.

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