Benefits & Pricing

BENEFITS OF MEMBERSHIP FOR THE INVESTMENT INSTITUTE

The Spring Investment Institute Forum: May 22-23, 2018 at The Umstead Hotel, Cary, NC
The Fall Investment Institute Forum: October 22-23, 2018 at The Carolina Inn, Chapel Hill, 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 2018 program will receive passes for the Spring 2018 and Fall 2018 programs.
Those who register for Membership prior to the Fall 2018 program will receive passes for the Fall 2018 and Spring 2019 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.

MEMBERSHIP PRICING OPTIONS FOR THE INVESTMENT INSTITUTE

The Spring Investment Institute Forum: May 22-23, 2018 at The Umstead Hotel, Cary, NC
The Fall Investment Institute Forum: October 22-23, 2018 at The Carolina Inn, Chapel Hill, NC

Membership Pricing Options for The Investment Institute

INVESTORS / ALLOCATORS – Endowments, Foundations, Public & Corporate Pension Funds and Other Non-Profits, Sovereign Wealth, Single Family Offices, High Net Worth Individuals

Your annual membership fee includes up to three access passes for your organization to attend both the Spring 2018 and Fall 2018 Forums.  Staff of non-profits: You may use one of your passes for board member education.

Annual Membership Option
$425.00 – Includes up to three access passes for your organization to attend BOTH the Spring 2018 and Fall 2018 Forums (6 passes total for the year)

One-time Pass to the Spring Forum 2018 (this option is available only to investors)
$295.00 – I am an investor who falls under one of the categories listed above and would like to purchase a single one-time pass to attend the Spring Forum 2018 without joining annual membership

CONSULTANTS, MULTI-CLIENT FAMILY OFFICES

Depending on the membership level you choose, your annual membership fee includes either one or two access passes for your organization and one investor client guest pass for both the Spring 2018 and Fall 2018 Forums.

Annual Membership Options
$1,250.00 – Includes one access pass for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums
$1,950.00 – Includes two access passes for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums

EMERGING MANAGERS < 300 Million AUM & Outsourced CIO Providers

Depending on the membership level you choose, your annual membership fee includes either one or two access passes for your organization and one investor client guest pass for both the Spring 2018 and Fall 2018 Forums.

Annual Membership Options
$5,250.00 – Includes one access pass for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums
$7,250.00 – Includes two access passes for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums

MANAGERS > 300 Million AUM – Fund Of Funds, Hedge Funds, Private Equity, Real Estate, Traditional, Fixed Income, Asset Management Firms, Etc.

Depending on the membership level you choose, your annual membership fee includes either one or two access passes for your organization and one investor client guest pass for both the Spring 2018 and Fall 2018 Forums.

Annual Membership Options
$6,250.00 – Includes one access pass for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums
$8,250.00 – Includes two access passes for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums

SERVICE PROVIDERS – Accounting Firms, Prime Brokers, Fund Administrators, Attorneys, Third Party Marketers, Investment Research Firms and Other Vendors

Depending on the membership level you choose, your annual membership fee includes either one or two access passes for your organization and one investor client guest pass for both the Spring 2018 and Fall 2018 Forums.

Annual Membership Options
$9,250.00 – Includes one access pass for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums
$11,250.00 – Includes two access passes for your organization and one investor client pass to BOTH the Spring 2018 and Fall 2018 Forums