Fall Academy Investment Forum 2026
Senior institutional investors and asset managers gather for private investment discussions in a collegial setting.
Charleston Place Hotel, Charleston, SC
- Dates
- October 26–27, 2026
- Venue
- Charleston Place Hotel, Charleston, SC
TL;DR
- Fall Academy Investment Forum runs October 26–27, 2026 at Charleston Place Hotel in Charleston, SC.
- The event gathers senior-level allocators and investment managers from institutional investors.
- The Academy for Institutional Investors hosts the forum in a non-sales environment with keynote speakers and panel discussions.
About
Academy for Institutional Investors convenes senior-level decision makers annually for private investment dialogue. The forum maintains a collegial, non-sales atmosphere, distinguishing it from commercial conferences.
Who you'll find in the room
Institutional Allocators
Chief investment officers and senior leaders from endowments, foundations, pension funds, and family offices managing institutional capital.
Investment Managers
Portfolio managers and heads of investment strategy from asset management firms, hedge funds, and direct investment platforms.
Featured speakers
20 listedJames Candelmo
Executive Vice President and Head of BSA, AML & Sanctions · The PNC Financial Services Group
Marko Papic
Macro-Geopolitical Chief Strategist · BCA Research
Charles Robertson
Head of Macro-strategy · FIM Partners
Vanita Gaonkar
Managing Director · DFO Management, LLC
Yulia Alekseeva
Head of Fixed Income · MissionSquare
Sheru Chowdhry
Founder and Chief Investment Officer · DSC Meridian Capital
Beezer Clarkson
Managing Director · LGT Capital Partners
Chris Crampton
Head of Strategic Equity · Blue Owl
Ben Dell
Managing Partner · Kimmeridge
Thomas Duetoft
Partner and Senior Portfolio Manager · Pemberton Asset Management
David Gilmore
Chief Investment Officer · The Harry and Jeanette Weinberg Foundation
Peter Gingold
Managing Director, Head of Portfolio Strategy - Direct Lending · Silver Point Capital
Sam Goldberg
Co-Founder and Chief Strategy Officer · Unburdn
Greg Gordon
Head of Asset Allocation · Huntington Ingalls Industries
Terry Gottberg
Chairman, President, and CEO · Merit Energy Company
Jeremy Heer
Managing Director, Investment Research & Engagement · University of Illinois Foundation
Christine Kelleher
Managing Director, Client Portfolio Management · Strategic Investment Group
Larry Kochard
Board Member and Retired CIO · Makena Capital Management
Jason Love
Managing Director · UVIMCO
Michael Masters
Founder and Chief Investment Officer · Masters Capital Management
Venue & travel
Venue
Charleston Place Hotel,Questions people ask
8 answeredThe forum runs October 26–27, 2026.
The event takes place at Charleston Place Hotel in Charleston, SC.
Senior-level decision makers from institutional investors attend, including allocators and investment managers from endowments, foundations, pension funds, family offices, and asset management firms.
Featured speakers include James Candelmo from PNC Financial Services, Marko Papic from BCA Research, and Charles Robertson from FIM Partners, among 40+ investment leaders and allocators.
The forum operates in a collegial, non-sales atmosphere, bringing together senior leaders for private investment discussion rather than commercial sales presentations.
Andrea Szigethy, Founder and CEO of Academy for Institutional Investors, hosts the forum. Nicholas Csicsko of Trinity Wall Street and Vanita Gaonkar of DFO Management serve as co-chairs.
Attendees benefit from peer-to-peer learning with institutional leaders managing significant capital. The private, non-sales format enables candid strategy discussions that commercial events typically do not facilitate. Value depends on your investment focus and network priorities.
Business attire is standard for institutional investor conferences. Smart casual or business wear is appropriate for most sessions; the organizer does not publish a specific dress code.
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