About Us

Since the inception of The Investment Institute in 2008, we have been at the forefront of bringing senior investment professionals together in NC and the surrounding southeastern states to discuss and debate current market conditions. In 2015, we expanded our membership to include attendees from many states that fall outside of the Southeast.

Meet Our Team:

Szigethy-Holly 2016

Andrea Szigethy (left) and Donna Holly (right).

Andrea Szigethy, Founder & CEO, The Investment Institute, LLC

Andrea is the Founder and CEO of The Investment Institute, an educational membership organization founded in 2008, for investors and managers. Previously, Andrea Szigethy was a Principal and Director of Marketing and Branding for Morgan Creek Capital Management from 2006-2016 where she led the branding, public relations, client education, events and marketing efforts for the firm. Andrea is one of the founding members of the North Carolina Chapter of 100 Women in Finance. Andrea also is a member of the Development Committee at Hope Reins of Raleigh, a wonderful Ranch where struggling kids, aged 5-18, find hope and healing from emotional traumas including the death of a parent, abuse of any kind, anxiety, etc.. by working with equine counselors. Andrea also holds a position on the board of The Morgan Creek Foundation as well as on the Advancement Committee for the Hill Learning Center located in Durham, NC who provides services to children who have learning differences. Prior to joining Morgan Creek, Ms. Szigethy was the President of NMS Management, Inc., an educational investment conference company providing unbiased forums for endowments, foundations, family office executives and high net worth individuals. Ms. Szigethy spent six years at NMS in positions of increasing responsibility, concluding in her role as President of the firm. She managed all aspects of conference production, research and development, sales, marketing and relationship management. Prior to NMS, Ms. Szigethy had six years of conference management to include supervision and development across marketing and operations functions in multiple market sectors including the healthcare, biotech and pharmaceutical industries. Ms. Szigethy received her Bachelor of Arts Degree with a dual concentration in Business Administration and Psychology from the State University of New York at Albany and continuing credits towards a Master of Arts in Social Work from Adelphi University.

Donna Holly, President, The Investment Institute, LLC

Donna Holly is the President of The Investment Institute, an educational membership organization founded in 2008 for institutional and private investors, managers and financial professionals. Previously, Donna was Director of Events Marketing at Morgan Creek Capital Management. Donna joined Morgan Creek in 2008 after working as a freelance consultant on educational events for the firm for two years. Prior to joining Morgan Creek, Donna worked at SAB Capital on the client relations and marketing team where she was responsible for overseeing the integration of the client relationship management system company-wide and providing performance and subscription documents to investors. Donna worked from 2002 to 2006 as the Director of Client Service and Project Management at NMS Management, Inc., an educational conference company designed to service the endowment, foundation and high net worth communities. Donna spent eight years as an advertising agency producer, developing TV and radio commercials for national clients, first at Wells Rich Greene BDDP and later at Ammirati Puris Lintas. She received her Bachelor of Arts degree in English from the University of Florida and is now, along with her husband, studying the development and care of chickens in her own backyard, after a culture-shock producing move to Roswell, Georgia after 19 years in Manhattan.

More About The Investment Institute:

This idea for The Investment Institute was created by senior investment decision makers who are responsible for making critical decisions and who have fiduciary oversight associated with an investment portfolio. We believe that investor education, community building and bringing industry peers together for face-to-face conversations and debate are critical to good decision-making and investment outcomes as we all continue to serve our communities going forward. 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.

The 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 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 would like to thank all of its generous financial supporters for funding our mission to educate the investment community. With their continued involvement in this effort, it is our hope to build the Institute to become a central place where our industry peers, friends, and neighbors all come together to collaborate and share investment ideas that will make a valuable impact for all of us.

For more information on our membership model, please click here to learn how to become one of our members and register for an upcoming forum.