Registration Procedure


PPI REGISTRATION PROCEDURE

 

PPI has always attached the highest priority to fostering a trusted and intimate program environment for its members. That is, one that is devoid of marketing, and that is instead noted for off-the-record dialogue, the candid sharing of ideas and the building of collegial networks. It is because of these fundamental principles, along with the quality of the content, that our programs are today attracting heightened interest. We are taking great care to manage this growth in strategic and thoughtful ways. As a result, our registration process has been redesigned to preserve an optimal and fair balance of Asset Owner & Allocator and Asset Manager & Advisor participants, as well as to ensure an audience size that is conducive to the valuable peer-to-peer engagement that is PPI’s hallmark.

30-Day Open Registration Period
Three to four months prior to each roundtable, we will have a 30-day period of open registration for members. During the open registration period, PPI members can use the online system to submit the registration requests for their representatives. Please note that we will make every effort to accommodate all registrations.  However, based on the registration numbers at any given time, and to achieve appropriate balance between Asset Owner & Allocator and Asset Manager & Advisor registrants, we may have to place representatives from an organization on a waitlist.

Registration Waitlist
The waitlist will be managed based upon the following priorities:

  • Member organizations that are not already represented by speakers or PPI board members.
  • The ability of the individuals to actively contribute to the discussions and knowledge sharing, with preference for senior-level executives with portfolio management responsibilities.
  • Member organizations that have not had representatives at programs in the recent past.

Notification
The designated representatives of PPI member organizations will receive notifications announcing open registration via email and the PPI App, containing the special link to the event website. The event website link will also be available to the designated member representatives in the PPI Community Site under the Quick Links section.