Sponsorship Information


For more information on the below sponsorship levels, please email andrea.szigethy@theinvestmentinstitute.org or call Andrea at 919.619.3265 to learn more about how to customize a package to fit the needs of your firm.

Please click here to download a PDF outlining the full description, pricing and benefits of each package listed below.

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Sponsorship Options for The Investment Institute

Full-Year Commitment (Support Both Forums – November 9-10, 2017 in Florida & May 22-23, 2018 in North Carolina)

Asset Allocation Co-Partnership Package (Only One Spot left for 2017!)

Half-Year Commitment (Support our Fall Forum on November 9-10, 2017 in Florida)

Portfolio Construction Supporter Package (Only Two Spots Left!)     

Manager Selection Supporter Package (Limited to Four Firms)

Due Diligence Supporter Package (Limited to Four Firms)

Important Note:  All levels of Sponsorship listed above include the Annual Membership Fee for your firm giving you access passes to attend the Fall Forum on Nov. 910, 2017 at The Diplomat Hotel in Florida as well as the Spring Forum on May 2223, 2018 at The Umstead Hotel in North Carolina.