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The Winter Investment Institute Forum

February 24-25, 2020
Barings Global Headquarters, Charlotte, NC

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Open to Current Members & Non-Members

The Spring Investment Institute Forum

May 18-19, 2020
The Carolina Inn, Chapel Hill, NC

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Membership Required

The Fall Investment Institute Forum

October 26-27, 2020
The St. Regis, Atlanta, GA

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Membership Required

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, Dignity 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
Don Lindsey, American Institutes for Research
Muthu Muthiah, Group Health Foundation
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
Mel Williams, TrueBridge Capital
Mark W. Yusko, Morgan Creek Capital Management

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

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