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.
Registration details
Source: organiser public event page Retrieved:
Registration
About this event
Join a group of senior level decision makers in a collegial, comfortable, friendly, fun, non-sales type of atmosphere where allocators and managers come together face-to-face to share common challenges and exchange investment ideas. The Academy has fostered an environment to learn and connect with one another in a way that promotes lifelong relationships, trust and friendships. The Academy Forums are limited access and capped attendance with at least 50% of the attendees represented by the allocator community and a limited number of managers and service providers who also can participate. All Academy gatherings and forums are completely off-the-record ( no press allowed ) with a no-marketing policy. We encourage members not to solicit others during the conference programming. Exchanging business cards is entirely appropriate. Time is dedicated during the opening evening of each forum to bring everyone together for a down-to-earth, networking dinner where members can bond and get to know one another on a more human level.
Source: organiser materialsAgenda
Sunday, 25 October 20262 sessions
Meet & Greet Dessert & Cocktail Reception
Emily Wood, Chief Investment Officer, Gilder Office for Growth
Monday, 26 October 202636 sessions
Liquidity in a Tight Exit Market: The New Tactical Asset (Roberts/Clarkson/Crampton/Sebusch)
Speakers
- Mark RobertsModerator — Chief Investment Officer · Ironsides Asset Advisors
- Beezer ClarksonManaging Director · LGT Capital Partners
- Chris CramptonHead of Strategic Equity · Blue Owl
- Erik SebuschPartner · Mercer Investment Consulting
Private Equity’s Evolving Role in Energy: Capital, Discipline, & What Comes Next (Dell)
Fireside Chat Follow-Up Conversation (Dell/Love)
Speakers
- Jason LoveManaging Director · UVIMCO
Energy, Transition, & Allocation (Scott/Gilmore/Gottberg/Heer)
Speakers
- David GilmoreChief Investment Officer · The Harry and Jeanette Weinberg Foundation
- Terry GottbergPresident & Chief Executive Officer · Merit Energy Company
- Jeremy HeerManaging Director, Investment Research & Engagement · University of Illinois Foundation
Quick Break
Virtual Keynote: Macro Cycle–Where We Actually Are vs. Where Markets Think We Are (Slok)
Fireside Chat Follow-Up Conversation (Mihail/Slok)
Speakers
- Frank MihailChief Investment Officer · North Dakota Trust Lands
Optional Group Activity – CHARLESTON CARRIAGE TOUR (Advance Sign Up Required)
Welcome Reception & Networking Dinner Party at The Cooper Hotel Lawn
Registration, Light Breakfast, & Networking Reception for all Participants
Monday, October 26, 2026 – Main Forum Begins
Welcome & Introduction to Co-Chairs (Szigethy/Csicsko/Gaonkar)
Speakers
- Vanita GaonkarManaging Director · DFO Management (Dell Family Office)
Monday, October 26, 2026 – Main Forum Begins
Keynote: Geopolitics, Multipolarity & Markets: How to Make Money in a New Era (Papic)
Vanita Gaonkar, Managing Director, DFO Management (Dell Family Office)
Fireside Chat Follow-Up Conversation (Csicsko/Papic)
Speakers
- Nicholas CsicskoManaging Director · Trinity Wall Street
Charleston Place Hotel, Charleston, SC
Keynote: The Great Rotation: What Investor Behavior Is Really Telling Us (Steed)
Keynote: Marko Papic, Macro-Geopolitical Chief Strategist, BCA Research & Author of Geopolitical Alpha
Keynote Speaker: Mark Steed, Chief Investment Officer, Arizona PSPRS Trust
Market Structure & Behavioral Flows Drive Today’s Regime Shifts (Steed/Masters)
Speakers
- Mark SteedChief Investment Officer · Arizona PSPRS Trust
Networking Luncheon
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 Energy, Transition, & Allocation: Are LPs and GPs Living in the Same Reality?
Jeremy Heer, Managing Director, Investment Research & Engagement, University of Illinois Foundation
Quick Break
Charleston Place Hotel, Charleston, SC
End of Day One Sessions
(Advance Sign-Up Required)
Please Meet Outside Hotel to Load Carriages for a Tour of Charleston
Trolley Transportation Departs Hotel to our Dinner Party (for those not going on Carriage Tour)
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, 27 October 202630 sessions
Lunch Training: AI in Action: Applications for the Modern Investment Office (Goldberg/Ward)
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)
Speakers
- Larry KochardBoard Member & Retired CIO · Makena Capital Management
“Allocator Only” Breakfast Topic Discussions (See agenda for listing of table leaders)
Speakers
- Nicholas CsicskoManaging Director · Trinity Wall Street
- Vanita GaonkarManaging Director · DFO Management (Dell Family Office)
- David GilmoreChief Investment Officer · The Harry and Jeanette Weinberg Foundation
- Greg GordonHead of Asset Allocation · Huntington Ingalls Industries
- Jeremy HeerManaging Director, Investment Research & Engagement · University of Illinois Foundation
- Jim ShilkettDirector of Investments · Fuqua Family Office
- Brendt SimpsonInvestment Director · Colgate University
- Emily WoodChief Investment Officer · Gilder Office for Growth
“Young Allocators Only”- Next Gen LP Leaders Club Breakfast Discussion (Szymanski)
Early Morning Dedicated for Allocators to Connect with Allocators
Emily Wood, Chief Investment Officer, Gilder Office for Growth
Continental Breakfast Available for all other Participants
Charleston Place Hotel, Charleston, SC
Keynote: Frontier & Emerging Markets (Robertson)
Charleston Place Hotel, Charleston, SC
Fireside Chat Follow-Up Conversation (Stewart/Robertson)
Speakers
- Kyle StewartSenior Investment Director · Children’s Health
Fireside Chat: Credit as a Macro Signal (Chowdhry/ Csicsko)
Head of Macro-strategy, FIM Partners; Chief Economist, RenCapAfrica
Two Markets, Two Realities: U.S vs. European Credit (McGowan/Gingold/Duetoft/LP TBD)
Speakers
- Sargent McGowanModerator — CIO of U.S. Endowments & Foundations · Brown Advisory
- Peter GingoldManaging Director, Head of Portfolio Strategy - Direct Lending · Silver Point Capital
Charleston Place Hotel, Charleston, SC
Networking Break
LP/Allocator TBD
LP/Allocator TBD
Hedge Fund Liquidity Paradox: New Battle for Alpha (Molnar/Sudol/Gordon/TD HF)
Speakers
- Greg GordonHead of Asset Allocation · Huntington Ingalls Industries
- Katie SudolInvestment Director · Columbia University Investment Management Company
OCIO/Consultant Roundtable (Kelleher/Murphy/Regan/Wirick)
Speakers
- Christine KelleherModerator — Managing Director, Portfolio Management · Strategic Investment Group
- Erika MurphyPortfolio Manager · Fidelity Investments
- John ReganFounding Partner & Chief Investment Officer · PermCap
- Laura WirickManaging Principal Consultant · Meketa Investment Group
Charleston Place Hotel, Charleston, SC
Pick up Lunch from Buffet – Return to Ballroom
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
End of the Fall Investment Academy Forum
Organiser-published speakers
Featured speakers
Who attends
- 50LPs
- 300Participants