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

Spring & Fall Academy Member Forums

May 21-22, 2024
Spring Investment Academy Forum
Omni Grove Park Inn
Asheville, NC

October 28-29, 2024
Fall Investment Academy Forum
The Umstead Hotel
Cary, NC

Maximum of 275 Participants with at least half of the attendance reserved for the allocator community

Allocator Investment Huddle

(Investing in Private Markets)

By Invitation Only – Cary, NC

August 26, 2024 – Dinner – The Umstead Hotel
August 27, 2024 – Huddle Conversations

Allocator Investment Huddle(The Full Portfolio)

By Invitation Only – Pinehurst, NC

Dec. 9, 2024 – Dinner – Pinehurst Resort
Dec 10, 2024 – Huddle Conversations

Spring & Fall Academy Member Forums

May 21-22, 2024
Spring Investment Academy Forum
Omni Grove Park Inn
Asheville, NC

October 28-29, 2024
Fall Investment Academy Forum
The Umstead Hotel
Cary, NC

Maximum of 275 Participants with at least half of the attendance reserved for the allocator community

Allocator Investment Huddle
By Invitation Only

Pinehurst, NC
Dec. 9, 2024 – Dinner – Pinehurst Resort
Dec 10, 2024 – Huddle Conversations

Arlington, VA
Mar. 3, 2025 – Dinner – Sfoglina Rosslyn
Mar. 4, 2025 – Huddle Conversations

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

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

May 21-22, 2024.
Spring Investment Academy Forum
Omni Grove Park Inn
Asheville, NC

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

Allocator Investment Huddle
By Invitation Only

Charlotte, NC
Dec. 4, 2023 – Dinner at Merchant & Trade
Dec. 5, 2023 – Huddle Conversations
Kimpton Tryon Park Hotel

Richmond, VA
Mar. 4, 2024 – Dinner at Lemaire Restaurant
Mar. 5, 2024 – Huddle Conversations
The Jefferson Hotel

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 approximately 250  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

Nolan Bean
Chief Investment Officer / Head of Portfolio Management
Fund Evaluation Group (FEG) Investment Advisors
J.P. Boyd
Director of Investments
Golden LEAF Foundation
Mary Cahill
CEO & CIO
Acansa Investment Management Group
Celia Dallas
Chief Investment Strategist
Cambridge Associates
Christopher Dion
Co-Chief Investment Office
Brockenbrough
Jim Dunn
Chief Executive Officer
Verger Capital Management
Robert Durden
CEO/CIO
UVIMCO
Claire Fefer
Formerly, Investment Manager
DUMAC (Duke University)
Vanita W. Gaonkar
Managing Director
DFO Management, LLC (Dell Family Office)
Susanne Gealy
Senior Director, Investments
CommonSpirit Health
David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation
Larissa Herczeg
Managing Partner
1 Seed Partners

Brian Hiestand
Chief Investment Officer
William & Mary

Ray Jacobson
Chief Investment Officer
Davidson College
David Jeffrey
Partner, Head of Europe
StepStone Group
Dana Johns
Head of Private Equity (NJ Treasury’s Division of Investment)
New Jersey Department of the Treasury
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
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
Lisa Pattis
President & Chair of the Executive Committee
Next Chapter Holdings, L.P.
Mark E. Roberts
Chief Investment Officer
Ironsides Asset Advisors
Liza Scott
Managing Director
CornerStone Partners
Anne Shelton
Chief Investment Officer
American Trading & Production Corp.
Adela Skenderasi
Partner & Portfolio Manager
Brown Advisory
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
Michael Wallace
Manager, Finance
Curi
Daniel Ward
Formerly, Chief Investment Officer
Virginia Tech Foundation
Karen Horn Welch, CFA
Managing Director of Investments
Spider Management Company (University of Richmond)
Mel Williams
General Partner
TrueBridge Capital

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
Reception & Dinner
December 4, 2023
Merchant & Trade, Charlotte, NC
6:00PM – 9:30PM

Huddle Conversations

December 5, 2023
Barings Global Headquarters, Charlotte, NC
8:00AM – 4:00PM

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)