Benefits & Pricing

BENEFITS OF MEMBERSHIP FOR THE INVESTMENT INSTITUTE

The Spring Investment Institute ForumMay 20-21, 2019 at The St. Regis, Atlanta, GA
The Fall Investment Institute ForumOctober 24-25, 2019 at The Umstead Hotel, Cary, NC

EVENT ACCESS PASSES TO THE INVESTMENT INSTITUTE’S SPRING & FALL FORUMS (NUMBER OF PASSES DETERMINED BY LEVEL OF MEMBERSHIP CHOSEN)

Those who register for Membership prior to the Spring 2019 program will receive passes for the Spring 2019 and Fall 2019 programs.
Those who register for Membership prior to the Fall 2019 program will receive passes for the Fall 2019 and Spring 2020 programs.

YOUR COMPANY LOGO ON OUR WEBSITE, APP AND EVENT MATERIALS

• Branding on The Investment Institute website and conference app showcasing how your organization supports the Institute’s mission for education
• Your company logo and firm description linking back to your own website
• Your educational white papers, research reports and other materials on The Investment Institute website and conference app
• Ability to list any job openings at your firm on an as-needed basis
• Recognition at both the Spring & Fall Forums for your membership

FORGE NEW RELATIONSHIPS, RECONNECT WITH EXISTING ONES!

• By becoming a member you will develop deeper relationships by bonding with your peers twice a year.  Not only will you build upon your old relationships, but each time you attend you will develop new ones in The Investment Institute community.

CPE CREDITS

CPE2COLO

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.

TII Annual Pricing (Spring ’19 and Fall ’19 Cycle)

Annual Membership Pricing Includes Passes to the Two Forums Listed Below
The Spring Investment Institute ForumMay 20-21, 2019 at The St. Regis, Atlanta, GA
The Fall Investment Institute ForumOctober 24-25, 2019 at The Umstead Hotel, Cary, NC

Membership Pricing Options for The Investment Institute

Investors/Allocators

This level is ONLY AVAILABLE to full-time STAFF of Endowments, Foundations, Corporate and Public Pension Funds, Other Non-Profits, Single Family Offices, Sovereign Wealth and Qualified High-Net-Worth Individuals.  If you or your firm sells products or funds to institutional and/or private investors, please review the other registration categories for the appropriate pricing level.  TII has the right to qualify all attendees at this option.    

$425.00 - This annual fee includes up to three access passes for your organization to attend BOTH Forums (6 passes total)

$295.00 - INVESTOR / ALLOCATOR ONE-TIME PASS TO THE SPRING 2019 PROGRAM (May 20-21, 2019 in Atlanta, GA)
I am an investor / allocator who falls under one of the categories listed above and would like to purchase a single one-time pass to attend the Spring Forum 2019 without joining annual membership. (This option is not available to consultants, managers and service providers.)

Important Note:  When purchasing the two-pass option for any of the pricing levels below, please be aware that at least one pass must be used for a member of the senior investment team who is responsible for managing a portfolio at your firm and who does not wear the marketing/sales/investor relations hat.  Only one marketing professional from each member organization will be allowed access to each forum.  If you are interested in registering an additional marketing person, please contact us regarding sponsorship opportunities.

Consultants, Multi-Client Family Offices

$1800.00 - This annual fee includes one access pass for your organization and one investor client pass to BOTH Forums

$2500.00 - This annual fee includes two access passes for your organization and one investor client pass to BOTH Forums

Emerging Managers (< 300 Million AUM) & Outsourced CIO Providers

$5500.00 - This annual fee includes one access pass for your organization and one investor client pass to BOTH Forums

$7500.00 - This annual fee includes two access passes for your organization and one investor client pass to BOTH Forums

Managers > 300 Million AUM

This level includes Fund of Funds, Hedge Funds, Private Equity, Venture Capital, Real Estate, Traditional, Fixed Income and other asset management firms.

$7800.00 - This annual fee includes one access pass for your organization and one investor client pass to BOTH Forums

$9800.00 - This annual fee includes two access passes for your organization and one investor client pass to BOTH Forums

Service Providers

This level includes Accounting Firms, Prime Brokers, Fund Administrators, Attorneys, Third Party Marketers, Investment Research Firms, Software and other vendors.  A very limited number of service provider firms will be taken each year.

$11,000.00 - This annual fee includes up to two access passes for your organization and two investor client passes to BOTH Forums

PLEASE NOTE:  Annual membership dues are non-refundable.  In the event that you cannot use your passes throughout your membership cycle, there will be

no refunds for cancellations or no-shows to our forums.  You may, however, substitute a participant from your own or a similar organization.