Fall Academy Investment Forum 2026
The Fall Academy Investment Forum is a capped, off-the-record meeting where allocators represent at least half of attendees and dedicated allocator-only sessions are part of the programme.
About this event
The Fall Academy Investment Forum brings senior decision-makers together in a collegial, comfortable and non-sales environment where allocators and managers can discuss shared challenges and exchange investment ideas face-to-face. Attendance is capped, with at least half of participants representing the allocator community and only a limited number of managers and service providers. All Academy forums are off the record, closed to press and governed by a no-marketing policy. The opening evening includes a networking dinner designed to help members establish long-term relationships, trust and friendships.
Source: organiser materialsAgenda
Organiser-published schedule. Times are shown where published and programme details may change.
OCTOBER 26
Welcome/Opening Keynote/Panel Sessions
Panel Sessions/Keynotes
Optional Charleston Tour Activity – Drop Off at Dinner
Trolley Transportation Departs Hotel to Dinner
Welcome Reception & Dinner Party – The Cooper Hotel Lawn
Next Gen LP Leaders Club – Allocator Only
Opening Day Two Keynote/Panel Sessions
Panels, Speakers & Closing Keynote
End of the Fall Investment Academy Forum
SUNDAY, OCTOBER 25, 2026
Meet & Greet Dessert & Cocktail Reception
MONDAY, OCTOBER 26, 2026
Welcome & Introduction to Co -Chairs (Szigethy/Csicsko/Gaonkar)
Keynote: Geopolitics, Multipolarity & Markets: How to Make Money in a New Era (Papic)
Fireside Chat Follow-Up Conversation (Csicsko/Papi c)
Keynote: The Great Rotation: What Investor Behavior Is Really Telling Us (Steed)
Market Structure & Behavioral Flows Drive Today’s Regime Shifts (Steed/Masters)
Liquidity in a Tight Exit Market: The New Tactical Asset (Roberts/Clarkson/Crampton/Sebusch)
Private Equity’s Evolving Role in Energy: Capital, Discipline, & What Comes Next (Dell)
Fireside Chat Follow -Up Conversation (Dell/Love)
Energy, Transition, & Allocation (Scott/Gilmore/Gottberg/ Heer)
Quick Break
Virtual Keynote: Macro Cycle–Where We Actually Are vs. Where Markets Think We Are (Slok)
Fireside Chat Follow -Up Conversation (Mihail/Slo k)
End of Day One Sessions
Optional Group Activity – CHARLESTON CARRIAGE TOUR (Advance Sign Up Required)
Trolley Transportation Departs Hotel to our Dinner Party (for those not going on Carriage Tour)
TUESDAY, OCTOBER 27
Keynote: Frontier & Emerging Markets (Robertson)
Fireside Chat Follow-Up Conversation (Stewart/Robertson)
Fireside Chat: Credit as a Macro Signal (Chowdhry/ Csicsko)
Two Markets, Two Realities: U.S vs. European Credit (McGowan/Gingold/Duetoft/ LP TBD)
Hedge Fund Liquidity Paradox: New Battle for Alpha (Molnar/Sudol/Gordon/TD HF)
OCIO/Consultant Roundtable (Kelleher/Murphy/Regan/Wirick)
Keynote: The New Face of Fraud – Financial Crime is an Investment Risk (Candelmo)
Keynote: The New Anatomy of Expectations – Investing in an AI -Shaped Market (Mauboussin)
Fireside Chat with Michael Mauboussin (Mauboussin/Kochard)
End of the Fall Investment Academy Forum
Sunday, October 25, 2026
Emily Wood, Chief Investment Officer, Gilder Office for Growth
Monday, October 26
Monday, October 26 , 2026 – Main Forum Begins
Monday, October 26 , 2026 – Main Forum Begins
Vanita Gaonkar, Managing Director, DFO Management (Dell Family Office)
Monday, October 26, 2026
Charleston Place Hotel, Charleston, SC
Keynote: Marko Papic, Macro-Geopolitical Chief Strategist, BCA Research & Author of Geopolitical Alpha
Keynote Speaker : Mark Steed, Chief Investment Officer, Arizona PSPRS Trust
Guest Speaker: Michael Masters, Founder, Portfolio Manager & CIO, Masters Capital Management
Charleston Place Hotel, Charleston, SC
Erik Sebusch, Partner, Mercer Investment Consulting
Fireside Chat Follow -Up Conversation with Ben Dell
Omni Grove Park Inn, Asheville, NC
Jeremy Heer, Managing Director, Investment Research & Engagement, University of Illinois Foundation
Quick Break
Charleston Place Hotel, Charleston, SC
(Advance Sign -Up Required)
Please Meet Outside Hotel to Load Carriages for a Tour of Charleston
Carriage Tour of Charleston - Drop Off at the Cooper Hotel for Dinner Party
AII’s Dinner Party at the Cooper Hotel (for those not going on the Carriage Tour)
Tuesday, October 27, 2026
Early Morning Dedicated for Allocators to Connect with Allocators
Emily Wood, Chief Investment Officer, Gilder Office for Growth
Charleston Place Hotel, Charleston, SC
Charleston Place Hotel, Charleston, SC
Fireside Chat Follow -Up Conversation
Head of Macro-strategy, FIM Partners; Chief Economist, RenCapAfrica
Charleston Place Hotel, Charleston, SC
LP/Allocator TBD
LP/Allocator TBD
Charleston Place Hotel, Charleston, SC
Laura Wirick, Managing Principal Consultant, Meketa Investment Group
Laura Wirick, Managing Principal Consultant, Meketa Investment Group
Keynote Address: The New Face of Fraud
Money Laundering (AML) & Sanctions, The PNC Financial Services Group, Inc.
Counterpoint Global, Morgan Stanley Investment Management
Organiser-published details
Source: organiser public event page Retrieved:
Who attends
- 50LPs
- 300Participants
Audience
Institutional allocators, Pension funds, Endowments and foundations, Family offices.
Why it may matter to an LP
The allocator value lies in comparing portfolio practice with peers, testing investment assumptions and identifying questions that merit deeper work after the event, rather than treating attendance as a substitute for diligence.
Connect market views to a portfolio decision
A useful allocation event helps an investor link broad views on private markets to pacing, manager count, liquidity and the practical limits of the overall portfolio.
- 01
Set the portfolio question or allocation decision you want the event to inform.
- 02
Prioritise allocator peer sessions and meetings that match your mandate.
- 03
Confirm the current programme, eligibility and registration terms with the organiser.