Intentional Endowments Network is pleased to host our Institutional Investor Roadshow with the National Association of Investment Companies (NAIC), on Thursday, July 17th, 2025, from 11 AM –2 PM EST.

The National Association of Investment Companies (NAIC) is the largest network of diverse-owned alternative investment firms. NAIC’s membership consists of over 170 firms representing over $445 billion in assets under management (AUM).

Through education, advocacy and industry events, the NAIC is focused on increasing the flow of capital to high-performing diverse investment managers often underutilized by institutional investors. Additionally, NAIC produces unique and compelling research on the performance of diverse managers and executes initiatives to strengthen and position the industry for future success.

You can save your place for July 17th  by completing this Interest & Investment Criteria Survey which will be utilized to match you in one-on-one meetings with managers that align with your investment criteria.

We have provided an event agenda below. Attendees will learn about diverse manager performance, drawing on the NAIC’s most recent performance study, hear from others on asset allocation strategies and priorities and be matched for up to six (6) 15-minute one-on-one meetings with up to six diverse managers to build relationships.

NAIC Institutional Investor Roadshow 

Host: Intentional Endowments Network

            Date: Thursday, July 17th, 2025 Time: 11:00am – 2:00pm ET
General Session Zoom Link: Link will be sent ahead of the event

General Session Agenda 

(All times are Eastern) 

11:00am – 11:05am – Welcome & Opening Remarks – Robert L. Greene, President & CEO, NAIC 

11:05am – 11:10am – Host Remarks, Intentional Endowments Network

11:10am – 11:20am – Institutional Investor Introductions
11:20am – 11:40am – NAIC Market Overview – Robert L. Greene, President & CEO, NAIC
11:40am – 11:50am – Q&A/Next Steps
11:50am – 12:00pm – 10-minute break 

1-on-1 Breakout Meetings 

12:00pm – 2:00pm – 1-on-1 Meetings   

Meeting #1: 12:00pm – 12:15pm 

Meeting #2: 12:20pm – 12:35pm 

Meeting #3: 12:40pm – 12:55pm 

Meeting #4: 1:00pm – 1:15pm 

Meeting #5: 1:20pm – 1:35pm 

Meeting #6: 1:40pm – 1:55pm  

 2:00 pm – Event Adjourns

You can save your place for July 17th  by completing this Interest & Investment Criteria Survey which will be utilized to match you in one-on-one meetings with managers that align with your investment criteria.

Please reach out to Bella Alvarez at [email protected] with any questions about this event.