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About the NC Investment Institute

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

Since the inception of the NC Investment Roundtable in 2008, we have been at the forefront of bringing together local investment professionals in North Carolina to discuss and debate current market conditions. Each October, we host a roundtable that is similar to a think tank brainstorming group where senior investment professionals collectSince the inception of the NC Investment Roundtable in 2008, we have been aSince the inception of the NC Investment Roundtable in 2008, we have been at the forefront of bringing together local investment professionals in North Carolina to discuss and debate current market conditions. Each October, we host a roundtable that is similar to a think tank brainstorming group where senior investment professionals collectively discuss challenges faced within their organizations and collaborate to come up with new ideas and trends in the investment community. On October 2nd, 2012 our “invitation-only” roundtable will become part of our launch of the NC Investment Institute (NCII) and will take place on the same day following the NC Investment Institute’s 1st Annual Forum.

The NC Investment Institute is committed to providing a unique educational and networking association between local North Carolina senior investment decision makers from leading endowments, foundations, pensions funds, family offices, high net worth individuals, asset management firms, financial advisors and other professionals in the NC community. The institute is dedicated to educating its participants on the latest developments and trends in the financial marketplace through high level programming.

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 NC Investment Institute will design a series of programs throughout the year representing high-level strategic conversations, debates, interactive panel discussions and presentations led by visionaries in our industry. NCII will periodically host lunches, receptions and dinners at various venues in North Carolina throughout the year. These additional networking events will provide further opportunities to strengthen relationships with colleagues and sharpen the understanding of critical factors in both long and

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Thanks so much for the nomination! Tis an honour. ^_^