NAIC Virtual Roadshow 2024

The Intentional Endowments Network (IEN) is pleased to host our Institutional Investor Roadshow with the National Association of Investment Companies (NAIC), on Tuesday, April 30th, 2024, 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 190 firms representing over $405 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.


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: The Intentional Endowments Network (IEN)
Date: Tuesday, April 30th, 2024   Time: 11:00am – 2:00pm ET
General Session Zoom Link: Link will be sent ahead of the event

General Session Agenda


1-on-1 Breakout Meetings

(All times are Eastern)

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

11:05am – 11:10am – Host Remarks, Georges Dyer, Executive Director, The Intentional Endowments Network (IEN)

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

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 April 30th 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.


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