A Gathering Place for the Best &
Brightest Investment Minds!

Educational Forums that Inspire a Culture of Collaboration, Community & Friendship
Among Endowments, Foundations, Pensions, Hospitals, Family Offices, Consultants and Asset Managers

Fall & Spring Academy Member Forums

May 22-23, 2023
Spring Investment Academy Forum
St. Regis Atlanta Hotel
Atlanta, GA

October 25-26, 2023
Fall Investment Academy Forum
The Carolina Inn
Chapel Hill, NC

Maximum of 250 Participants with at least half of the attendance reserved for the allocator community

Allocator Investment Huddle
By Invitation Only
December 5-6, 2022
December 5, 2022 6:00pm – 9:30pm
Reception & Dinner
Church and Union, Charlotte, NC

December 6, 2022
Barings Global Headquarters, Charlotte, NC
8:00 am to 4:00 pm
Huddle Conversations
Reception until 5 pm

Contact Andrea Szigethy for more information aszigethy@academyforinstitutionalinvestors.org

NEW! Winter Investment Academy Summit

Mentoring, Retaining & Developing Your Investment Team for Future Success

February 9, 2023
Chatham Station & Bond Brothers Brewery
Downtown Cary, North Carolina

Limited to 100 Participants (75 Allocators/ 25 Managers)

Committee

EDITORIAL COMMITTEE

(a group of dedicated asset owners and great friends of the Academy) will help set the direction and develop the cutting-edge timely topics and themes for all programming.  The Committee assists the Academy in the recruitment of speakers, drives the development of the content, helps select the manager members and acts as an informal advisory board and strategic resource.  Our goal is to keep the investment community abreast of industry practices on a “real-time” basis and to sharpen the understanding of critical factors impacting long-term investment ideas leading to better returns.   The Academy helps investors to make more informed portfolio decisions by connecting them in-person with their peers from similar institutions.  Everyone who attends an Academy event is given an opportunity to contribute to discussions that take place throughout the course of the forums.  Exchanging information and “trading notes” with one another truly sets the Academy apart from other conference organizations.  Our members can always speak candidly because we prohibit the press from attending our programs allowing CIO’s and the speaker faculty to share confidential information while on stage or leading small groups.  We typically limit our attendance at our Fall & Spring Forums, to less than 200 participants to enable members to meet everyone while sharing their intellectual knowledge over the course of a day and a half. 

Academy for Institutional Investors

Academy for Institutional Investors, LLC (formerly The Investment Institute – “TII”) is a boutique, woman owned, non-commercial educational investment conference provider offering intimate roundtable discussions (Allocator Investment Huddles) and mid-sized member forums twice a year (Fall & Spring Forums) for senior investment decision-makers from leading endowments, foundations, pension funds, healthcare, insurance, single family offices (SFOs), multi-family offices (MFOs), OCIOs, consultants, asset management firms and other financial institutions. The Investment Institute (TII) was originally founded in 2008 specifically to educate institutional investors and managers in North Carolina as well as the surrounding southeastern states. In 2016, Learn More

J.P. Boyd
Director of Investments
Golden LEAF Foundation
Mary Cahill
CEO & CIO
Acansa Investment Management Group
Mike Condon
Head of Portfolio Management
Fund Evaluation Group (FEG)
Celia Dallas
Chief Investment Strategist
Cambridge Associates
Christopher Dion
Chief Investment Officer
Lowe, Brockenbrough & Company
Jim Dunn
CEO & CIO
Verger Capital Management
Robert Durden
CEO/CIO
UVIMCO
Claire Fefer
Investment Manager
DUMAC (Duke University)
Susanne Gealy
Senior Director
CommonSpirit Health
Libby George
Former, Director of Investments
NC State University
David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation
Michael Hennessy
Managing Director, Investments
Morgan Creek Capital Management

Brian Hiestand
Chief Investment Officer
1693 Management Company

(subsidiary of College of William & Mary Foundation)

Ray Jacobson
Chief Investment Officer
Davidson College
Dana Johns
Senior Portfolio Manager, Private Equity
Maryland State Retirement & Pension System
Beth Johnson
Partner, Not-for-Profit Investment Practice
Mercer Investment Consulting
Kris Kapoor
Chief Investment Officer
Bakala Capital
Christine Kelleher
Chief of Investments
National Gallery of Art
Larry Kochard
Chief Investment Officer
Makena Capital Management
Nina Lesavoy
Founder
Avec Capital
Katherine Molnar
Chief Investment Officer
Fairfax County Police Officers Retirement System
Muthu Muthiah
Chief Investment Officer
Children’s Healthcare of Atlanta (CHOA)
Brian Neale
Chief Investment Officer
University of Nebraska Foundation
Kate Nevin
President & Portfolio Manager
TSWII
Mark E. Roberts
Chief Investment Officer
Ironsides Asset Advisors
Liza Scott
Assistant Treasurer/ Director of Asset Management
Dominion Energy, Inc.
Anne Shelton
Chief Investment Officer
American Trading & Production Corp.
Donna L. Snider
Chief Investment Officer
Hackensack Meridian Health
Mark Steed
Chief Investment Officer
Arizona PSPRS Trust
Emily Sumner
Chief Investment Officer
Gilder Office for Growth
Daniel Ward
Associate VP for Finance and Portfolio Manager
Virginia Tech Foundation
Mel Williams
General Partner
TrueBridge Capital