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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.

Asset allocationAllocator peer exchangeManager research

Registration details

Source: organiser public event page Retrieved:

Registration

  • Asset Owners Academy Entrance PassFull-time employees of endowments, foundations, single-family offices, public or corporate pensions, hospitals/healthcare organisations, sovereign wealth funds and insurance investment arms.$150.00
  • Other Allocators Academy Entrance PassInvestment and research professionals only from OCIOs, multi-family offices, investment consultants and RIAs/wealth managers; marketing professionals are excluded.$1,500.00
  • Standard Academy Entrance PassEmerging Managers (< 300 AUM) receive a discount; amount not published. Maximum two passes per firm; one attendee must be an investment research professional. Includes one qualified asset-owner guest pass. Manager/service-provider registration is waitlist only.$10,000.00Sold out
View registration details

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 materials

Agenda

PDF sourceThese agenda details were extracted from the organiser's published PDF.

Source: organiser

Sunday, 25 October 20262 sessions

  1. Meet & Greet Dessert & Cocktail Reception

  2. Emily Wood, Chief Investment Officer, Gilder Office for Growth

Organiser-published speakers

Featured speakers

PDF sourceThese speaker details were extracted from the organiser's published PDF.

Source: organiser public event page Retrieved:

NameSeniorityFirm / organisation
Andrea SzigethyFounder & CEOAcademy for Institutional Investors
Nicholas CsicskoManaging DirectorTrinity Wall Street
Vanita GaonkarManaging DirectorDFO Management (Dell Family Office)
James CandelmoKeynote speakerExecutive VP & Head of Bank Secrecy Act (BSA)Anti-Money Laundering (AML) &
Michael MauboussinKeynote speakerHead of Consilient Research, Managing Director, Counterpoint GlobalMorgan Stanley Investment Management
Marko PapicKeynote speakerMacro-Geopolitical Chief StrategistBCA Research & Author of Geopolitical Alpha
Charles RobertsonKeynote speakerAuthor, Chief Economic Advisor to Group CEOEquity Group Holdings; Head of Macro-
Torsten SlokKeynote speakerPartner & Chief EconomistApollo
Mark SteedKeynote speakerChief Investment OfficerArizona PSPRS Trust
Sheru ChowdhryFounder & CIODSC Meridian Capital
Beezer ClarksonManaging DirectorLGT Capital Partners
Chris CramptonManaging Director & Head of Strategic EquityBlue Owl
Ben DellManaging PartnerKimmeridge
Thomas DuetoftPartner, Senior Portfolio ManagerPemberton Asset Management
David GilmoreChief Investment OfficerThe Harry and Jeanette Weinberg Foundation
Peter GingoldManaging Director, Head of Portfolio Strategy - Direct LendingSilver Point Capital
Sam GoldbergCo-Founder, Chief Strategy Officer, & General CounselUnburdn
Greg GordonHead of Asset AllocationHuntington Ingalls Industries
Terry GottbergPresident & Chief Executive OfficerMerit Energy Company
Jeremy HeerManaging Director, Investment Research & EngagementUniversity of Illinois Foundation
Christine KelleherManaging Director, Client Portfolio ManagementStrategic Investment Group
Larry KochardBoard Member & Retired CIOMakena Capital Management
Jason LoveManaging DirectorUVIMCO
Michael MastersFounder, Portfolio Manager & CIOMasters Capital Management
Mark RobertsChief Investment OfficerIronsides Asset Advisors
Erik SebuschPartnerMercer Investment Consulting
Frank MihailChief Investment OfficerNorth Dakota Trust Lands
Jim ShilkettDirector of InvestmentsFuqua Family Office
Brendt SimpsonInvestment DirectorColgate University
Emily WoodChief Investment OfficerGilder Office for Growth
Kyle StewartSenior Investment DirectorChildren’s Health
Sargent McGowanCIO of U.S. Endowments & FoundationsBrown Advisory
Erika MurphyPortfolio ManagerFidelity Investments
John ReganFounding Partner & Chief Investment OfficerPermCap
Laura WirickManaging Principal ConsultantMeketa Investment Group
Katie SudolInvestment DirectorColumbia University Investment Management Company

Who attends

  • 50LPs
  • 300Participants

Preparation Templates.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

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