David Brief, Angeles Investment Advisors
Mary Cahill, Formerly of Emory Investment Management (Emory University)
James J. Challen, LCG Associates
Mike Condon, Fund Evaluation Group (FEG)
Celia Dallas, Cambridge Associates
Jim Dunn, Verger Capital Management
Robert Durden, UVIMCO
Vanita Gaonkar, Robert Wood Johnson Foundation
Libby George, NC State University
David Gilmore, The Harry and Jeanette Weinberg Foundation
Michael Hennessy, Morgan Creek Capital Management
Brian Hiestand, The College of William & Mary Foundation
Ray Jacobson, Davidson College
Kris Kapoor, Furman University
Jonathon King, UNC Management Company
Don Lindsey, American Institutes for Research
Angela Moss, UNC Management Company
Muthu Muthiah, Emory Investment Management
Dan Parker, Texas Tech University System
Mark Roberts, Ironsides Asset Advisors
Anne Shelton, American Trading & Production Corporation
Valerie J. Sill, DuPont Capital Management
Donna Snider, The Kresge Foundation
Mark Steed, Arizona PSPRS Trust
Daniel Ward, Virginia Tech Foundation
Mark W. Yusko, Morgan Creek Capital Management


The Investment Institute

Bringing Investment Professionals Together for Face-to-Face Discussions & Debate

The NC Investment Institute founded in 2008, recently renamed The Investment Institute, is a membership association committed to providing a unique educational and networking platform for senior investment decision makers from leading endowments, foundations, pensions funds, sovereign wealth funds, family offices, high net worth individuals, asset management firms, consultants, RIAs, financial advisors and other professionals in the Southeastern states. The Investment Institute is dedicated to educating its participants on the latest developments and trends in the financial marketplace through high level programming and was created to bring investment professionals together for conversation, debate, problem-solving and networking. Our distinguished speaker faculty, panelists and facilitators have the expertise and knowledge to present various educational topics on the current economic environment and are very familiar with the perspectives of both the individual and institutional investor. The Investment Institute has designed a series of programs (Spring & Fall Forums) representing high-level strategic sessions including interactive panel discussions and keynote presentations led by visionaries in our industry. Our forums will provide further opportunities to strengthen relationships with colleagues and sharpen the understanding of critical factors in both long and short-term investing.

In an effort to continue to provide high level programs and grow our investor and manager communities in the Southeast, we are excited to announce that we are migrating all of our past NC Investment Institute participants over to a new and exclusive “invitation-only” membership model. Click here for more information on how to become a member and register for our upcoming forums.

Dan Clifton of Strategas Securities gave a keynote address at The Fall Investment Institute Forum 2018.


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