ABOUT THE INVESTMENT INSTITUTE
The Investment Institute (TII) was originally founded in 2008 specifically to educate the investment community in North Carolina as well as other southeastern states. In 2016, we expanded to include investors and managers from around the country, while still maintaining a strong emphasis on the southeast where our roots were formed. TII is an unbiased educational investment conference provider which offers non-commercial investor education and does not offer any other investment products or consulting services. Our membership and conference registration fees, along with our sponsorship contributions, are the sole revenue source of The Investment Institute. TII is co-owned by Andrea Szigethy, Founder & CEO, and Donna Holly, President, who have been working alongside each other as educators in the financial sector for over 18 years! Together they have built an organization that provides their clients a relaxed, comfortable, friendly, and non-sales type of atmosphere, fostering an environment to learn and connect with one another in a way that promotes lifelong relationships, trust and friendship among institutional and private investors, consultants and asset managers. Our meetings are just the right size! We typically limit our attendance at our Fall & Spring (Members Only) Forums, to less than 300 participants to enable members to meet almost everyone over the course of the meeting. As we continue to grow our organization, we welcome new investors into our circle of friends and family and are always interested in meeting and speaking with new niche managers who, when an available spot opens, we can allow access to join our membership community or attend one of our non-member events.
TII brings senior investment decision-makers from leading endowments, foundations, pension funds, single family offices (SFOs), multi-family offices (MFOs), RIAs, consultants, outsourced CIO firms, asset management firms and other financial institutions together for face-to-face conversations, debate and problem-solving. TII has become known as one of the leading conference providers that strives for a high percentage/good ratio of allocators to managers/service providers in the audience at each of the forums. TII features some of the most well-known and leading money managers, policy makers, economists, research strategists and business leadership gurus along with some of the most prominent institutional and private investors. The programs cover complex issues surrounding the financial industry and the speaker faculty analyzes risk while revealing many opportunities in the current market environment.
Our distinguished Editorial Committee, which reflects a cross section of various types of sophisticated institutional and private investors, engage with TII to set the direction and develop the cutting-edge timely topics and themes for all of our forums. It is with their guidance that we develop new and innovative ideas to educate our members. The Editorial Committee assists TII in the recruitment of speakers, drives the content by selecting topics, and also acts as an informal advisory board and strategic resource. It is our goal to keep our investment community abreast of industry practices on a “real-time” basis at each of our programs and to sharpen the understanding of critical factors impacting both long and short-term investment ideas leading to better investment returns.
At TII, we do our best to encourage members not to solicit fellow attendees for investments or services during our forums. Exchanging business cards is entirely appropriate and we specifically dedicate time during the opening evening of each of our forums to bring everyone together for a down-to-earth, relaxed networking dinner in a very comfortable setting, allowing members to get to know one another in a low-key and welcoming way.
A membership subscription is required to gain access to our Spring (May) & Fall (October) Forums. However, in February of 2020, we will be offering a new program, The Winter Investment Institute Forum, in Charlotte, NC. This will be open to non-members as well as to current members of TII (member discounts available). There will be limited seating at this new addition to our conference roster, which will take place on February 24-25, 2020. All of our programs are held strictly off-the-record with no media or press in attendance.
Meet Our Team:
Andrea Szigethy, Founder & CEO, The Investment Institute, LLC
Andrea Szigethy is the Founder and CEO of The Investment Institute, an educational membership organization founded in 2016, for institutional and private investors, managers and financial professionals. Previously, Andrea 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 holds several voluntary positions. She serves 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 and is also a Member of the Advisory Board for the charity Funds4Food that was created to help support food insecurity worldwide during the global COVID-19 pandemic. Prior to working at Morgan Creek, Andrea 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. Andrea 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, Andrea 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. Andrea 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. Outside of work, Andrea enjoys spending time with her large blended family, close friends and dogs. Andrea’s favorite spot to run away to is Bald Head Island in NC!
Donna Holly, President, The Investment Institute, LLC
Donna Holly is the President of The Investment Institute, an educational membership organization founded in 2016 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 the ‘Become a Member’ tab at the top of your screen to learn how to become one of our members and register for an upcoming forum.