Spring 2018 Event Info

The Spring Investment Institute Forum

May 22-23, 2018
The Umstead Hotel & Spa, Cary, NC

CONFERENCE AGENDA
To view the conference agenda, please click The Investment Institute logo at the top of this page which will take you to the home page of our website. Then click the “Download Agenda” button in the blue box near the top of the screen.

DOWNLOAD THE FREE EVENT APP ON YOUR MOBILE DEVICE!
Search “The Investment Institute” in the App Store or Google Play on your mobile device and download the free event 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:  If you already have the app on your mobile device, we suggest you delete and reinstall it so that you are certain to have the latest updates.  Please periodically click the small circle made of two arrows in the top left corner of the home screen to ensure the data is refreshed. Allowing the app to send you “push notifications” will ensure you receive any onsite updates as well.

MEMBER MATERIALS – DEADLINE TO SUBMIT: APRIL 23RD, 2018
All member organizations (investors, consultants, managers and service providers) are welcome and encouraged to submit information regarding your companies for inclusion in our membership directory. If you haven’t already submitted your member materials or need to update previous materials you sent in a prior year, please click here to email us the following: 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 EPS 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, contact details for you or someone else at your firm (this is optional – some members choose not to list specific contact information) and any educational white papers your organization has written and that you may like to share with your fellow Institute members.

VENUE FOR THE SPRING INVESTMENT INSTITUTE
The Spring Investment Institute Forum will take place at The Umstead Hotel & Spa in Cary, NC. If using a GPS Navigation System, please use the following address for the Umstead Hotel: 5 SAS Campus Drive, Cary, NC 27513.  www.theumstead.com

AIRPORT
The Umstead Hotel is a 10-minute drive from the Raleigh-Durham International Airport (RDU).

HOTEL ROOMS – BOOK NOW!
All attendees are responsible for their own travel reservations and hotel accommodations. The Umstead Hotel (our conference venue) is offering discounted room rates for a limited time and we anticipate the room block will sell out quickly, on or prior to March 1st. Please click here to reserve a room in our discounted hotel block at The Umstead. Another option nearby is the Embassy Suites.

TRANSPORTATION BETWEEN RDU AIRPORT AND THE UMSTEAD HOTEL
Individuals are responsible for arrangement and payment of their own travel to and from the forum. Taxis are available outside of baggage claim at RDU Airport. Click here for RDU Airport Ground Transportation Information. Additional private transportation options include RDU Taxi at 919.840.7277 and Carolina Livery at 919.957.1111. You can also contact The Umstead Hotel concierge at 919.447.4000 to assist with any questions or requests.

SUGGESTED ATTIRE FOR THE INVESTMENT INSTITUTE
Business casual attire is suggested for the conference as well as the reception and dinner on May 22nd.

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.

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.

CPE2COLO1

Print Friendly, PDF & Email