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Academy Allocator Investment Huddle
By Invitation Only
June 28-29, 2021
Umstead Hotel, Cary, NC | Angus Barn Pavilion, Raleigh, NC
20 Allocators; 5 Managers
(30 Participants)

(Arrive 4:00 pm on June 28, Depart 4:30 pm on June 29)

Contact Andrea Szigethy for more information aszigethy@academyforinstitutionalinvestors.org

Fall & Spring Academy Member Forums
October 12-13, 2021
Fall Investment Academy Forum
The Umstead Hotel & Spa, Cary, North Carolina

May 16-17, 2022
Spring Investment Academy Forum
Venue, TBD

Maximum of 200 Participants with at least half of the attendance reserved for the allocator community

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

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. 

J.P. Boyd
Director of Investments
Golden LEAF Foundation
Mary Cahill
CEO & CIO
Acansa Investment Management Group
James J. Challen
Senior Vice President / Principal
LCG Associates, Inc.
Mike Condon
Head of Portfolio Management
Fund Evaluation Group (FEG)
Celia Dallas
Chief Investment Strategist
Cambridge Associates
Jim Dunn
CEO & CIO
Verger Capital Management
Robert Durden
CEO/CIO
UVIMCO
Vanita Gaonkar
Director
Robert Wood Johnson Foundation
Susanne Gealy
Senior Director
CommonSpirit Health
Libby George
Director of Investments
NC State University
David Gilmore
Deputy, 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; US Segment Leader for Family Offices & Senior Consultant
Pavilion, a Mercer Practice
Kris Kapoor
Chief Investment Officer
Furman University
Christine Kelleher
Chief of Investments
National Gallery of Art
Jonathon King
President & CEO
UNC Management Company
Larry Kochard
Chief Investment Officer
Makena Capital Management
Don Lindsey
Chief Investment Officer
American Institutes for Research
15721
Katherine Molnar
Chief Investment Officer
Fairfax County Police Officers Retirement System
Muthu Muthiah
Chief Investment Officer
Group Health Foundation
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
Senior Investment Manager, Investment Committee Chair
Gilder Office for Growth
Daniel Ward
Chief Investment Officer
Virginia Tech Foundation
Mel Williams
General Partner
TrueBridge Capital
Mark W. Yusko
CEO & CIO
Morgan Creek Capital Management
Managing Partner
Morgan Creek Digital Assets