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 – May 22-23, 2018 & October 22-23, 2018 – both events are in North Carolina)

Asset Allocation Co-Partnership Package (Only Two Spots Available!)

Half-Year Commitment (Support our Spring Forum on May 22-23, 2018 at The Umstead Hotel in Cary, NC)

Portfolio Construction Supporter Package (Only Two Spots Available!)   

Manager Selection Supporter Package (Only Two Spots Available!)

Due Diligence Supporter Package (Only Four Spots Available!)

Important Note:  All levels of Sponsorship listed above include the Annual Membership Fee for your firm giving you additional access passes to attend both the Spring & Fall 2018 Forums.