Registration Form – Winter 2020

The Winter Investment Institute Forum
February 24-25, 2020
Barings Global Headquarters, Charlotte, NC

Register Early for Special Discounted Rates – Available now through November 1st.

ABOUT

The Winter Forum is dedicated to bringing senior investment professionals together for face-to-face, high-level conversations that spark ideas and opportunities in this ever-changing investment environment. The program is committed to providing a unique educational and network association for the senior-level decision-makers from leading endowments, foundations, pension funds, family offices/high net worth individuals, asset management firms, consultants, financial advisory firms and other investment firms. The Winter Forum will educate its participants on the latest developments and trends in the financial marketplace.  Registration is open to both current members and non-members of The Investment Institute (TII) and is available on a first-come-first-served basis with limited seating for up to 150 attendees.  (If you are not a TII member but are interested in learning more about joining our annual membership subscription, please visit www.theinvestmentinstitute.org or send us an email at admin@theinvestmentinstitute.org.)

AGENDA & TIMINGS
Tentative start time:  Monday, February 24, 2020 at 10:15am / Tentative end time:  Tuesday, February 25, 2020 at 1:45 pm
To view the full agenda, please visit https://theinvestmentinstitute.org/ and click the “Agenda” button in the Winter Forum box near the top of the screen.

REGISTRATION FEES FOR TII MEMBERS

$895.00 per pass – All Managers, Fund of Funds, RIAs, Consultants, MFOs, Financial Advisors, Cap Intro and Service Providers
$195.00 per pass – Full-time Staff of E&Fs, Corporate and Public Pensions, Hospitals, Non-profits, SFOs & Qualified HNW Individuals
The $195.00 option is only for those who do not in any way offer investment funds, products or services.  The Investment Institute reserves the right to qualify any attendee registering under this option.    

REGISTRATION FEES FOR NON-MEMBERS

$1495.00 per pass – All Managers, Fund of Funds, RIAs, Consultants, MFOs, Financial Advisors, Cap Intro and Service Providers
$395.00 per pass – Full-time Staff of E&Fs, Corporate and Public Pensions, Hospitals, Non-profits, SFOs & Qualified HNW Individuals
The $395.00 option is only for those who do not in any way offer investment funds, products or services.  The Investment Institute reserves the right to qualify any attendee registering under this option.