Spring 2019 Event Info

The Spring Investment Institute Forum

May 20-21, 2019
The St. Regis, Atlanta, GA

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.

*IMPORTANT NOTE FOR ALL MEMBERS/ATTENDEES
If you have already registered your firm or family for your annual Membership through the Membership Registration Form but have not yet submitted the Attendee Registration Form for each person planning to attend the Spring conference, please do so as soon as possible!  The Attendee Registration Form link was provided in the auto confirmation email you should have received from admin@theinvestmentinstitute.org when you registered for Membership.  If you cannot locate the link, please email us and we will be happy to forward it to you!  *We need to receive an Attendee Registration Form from every Member, Speaker, Sponsor and Investor Client Guest.

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:  MAY 8th, 2019
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.  Member organizations’ logos and website links can be found here and organization descriptions can be found in the “Members” section of our app.

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 PNG 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
• Any educational white papers your organization has written and that you would like to share with your fellow Institute members

VENUE FOR THE SPRING INVESTMENT INSTITUTE
The Spring Investment Institute Forum will take place at The St. Regis Atlanta located at 88 West Paces Ferry Road, Atlanta, GA 30305.  Driving directions and parking info can be found here.

AIRPORT
The St. Regis Atlanta is 20 miles and about a *35-minute drive from the Hartsfield-Jackson Atlanta International Airport (ATL).  *Atlanta is known for unpredictable heavy traffic patterns so drive times may vary.

HOTEL ROOMS – BOOK NOW!
All attendees are responsible for arrangement and payment of their own travel reservations and hotel accommodations.  UPDATE:  Our room block at The St. Regis Atlanta (our conference venue located in Buckhead) has sold out quickly as expected.  We recommend booking at one of the other hotels in the area as soon as possible – each is a quick car ride away.  Over the years, several of our Members have told us of their preferred Atlanta hotels in the Buckhead area – we have listed some of those below. The last link provides a broader list for price comparison and location details. Please note: As the event date nears, you are welcome to check on any last-minute availability at The St. Regis by contacting Kevin Thoumma, Meeting and Event Manager at The St. Regis, at 404.563.7934, or Bobbie Vyas at 404.563.7922, but we highly recommend booking a different hotel in the meantime as any cancellations at The St. Regis will likely be minimal.  

Please click the links below:
The W Atlanta – Buckhead hotel discounted room block (1.3 miles from conference venue)
The JW Marriott – Buckhead hotel discounted room block (1.9 miles from conference venue)
The Whitley (formerly The Ritz Carlton), Buckhead (1.6 miles from conference venue)
The InterContinental Buckhead (1.0 miles from conference venue)
The Grand Hyatt Buckhead (0.9 miles from conference venue)
Other hotel options in the Buckhead area

TRANSPORTATION BETWEEN ATL AIRPORT AND THE ST. REGIS ATLANTA
Individuals are responsible for arrangement and payment of their own travel to and from the forum.  Taxis are available outside of baggage claim at ATL Airport.  MARTA Transit System (train) has direct access within ATL Airport (by baggage claim).  If taking the MARTA, take the Red Line from Airport Station to Buckhead Station (14 stops and approximately 30 minutes). From there, please note that guests will have to order a taxi or an Uber/Lyft to go to The St. Regis Atlanta as MARTA does not have direct access to the hotel.  The hotel is 1.2 miles from the Buckhead Station.  Private transportation options include Atlantic Limousine and Transportation Services (phone: 770.751.7078) or contacting The St. Regis Concierge (phone: 404.563.7900) for assistance with bookings.

SUGGESTED ATTIRE
Business casual attire is suggested for the conference on May 20th and 21st. Jeans are welcome at dinner on May 20th.

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.

MEDIA & PRESS
Media and Press are not permitted at The Investment Institute Forums.

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.

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