Spring 2021 home

The Fall Investment Institute VIRTUAL Forum

October 26-27, 2020
Live Zoom Meeting

Agenda Faculty Sponsors
Registration Info & Logistics

The Fall Forum will now be a virtual/hybrid format. Check out our agenda for more details.

The Spring Investment Institute Forum

May 17-18, 2021
The Angus Barn Pavilion, Raleigh, NC
(Open-Air Forum)

Agenda Faculty Sponsors
Join & Register Logistics

Annual membership includes access to our in-person Fall & Spring Forums. Please make sure to mark your calendar for…
The Fall Investment Institute Forum
October 18-19, 2021 – Location TBD

Membership Required for Access

TII Virtual Coffee-Break Series

November 12 & December 3, 2020
Educational Live Zoom Webinars

Schedule, Speakers & Topics Prior Recordings Register for Upcoming Webinar

Featuring live conversations, presentations and fireside chats with some of our favorite past all-star speakers as well as new presenters and panelists brought to your virtual office every other Thursday!

The Investment Institute

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

The Investment Institute (TII) is committed to providing a unique educational and networking platform for senior investment decision- makers from leading endowments, foundations, pensions funds, single family offices (SFOs), multi-client family offices (MFOs), RIAs, consultants, outsourced CIO firms, asset management firms and other financial institutions. 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 (Winter, Spring and 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.

The Investment Institute
Editorial Committee
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
Susanne Gealy, CommonSpirit Health
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
Beth Johnson, Pavilion, a Mercer Practice
Kris Kapoor, Furman University
Christine Kelleher, National Gallery of Art
Jonathon King, UNC Management Company
Larry Kochard, Makena Capital Management
Don Lindsey, American Institutes for Research
Katherine Molnar, Fairfax County Police Officers Retirement System
Muthu Muthiah, Group Health Foundation
Dan Parker, Texas Tech University System
Mark Roberts, Ironsides Asset Advisors
Liza Scott, Dominion Energy, Inc.
Anne Shelton, American Trading & Production Corporation
Donna Snider, Hackensack Meridian Health
Mark Steed, Arizona PSPRS Trust
Daniel Ward, Virginia Tech Foundation
Mel Williams, TrueBridge Capital
Mark W. Yusko, Morgan Creek Capital Management

Dan Clifton of Strategas Securities gave a keynote address at The Winter Investment Institute Forum 2020.


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