Our Story

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, TII expanded to include allocators and managers from around the country, while still maintaining a strong emphasis on the southeast where our roots were formed. In March of 2021, Andrea Szigethy, Founder, CEO & President decided to re-brand TII to a new name Academy for Institutional Investors, LLC. The Academy features some of the most well-known experts, leading asset owners, as well as policy makers, economists, research strategists, leadership authorities, money managers and some of the most prominent institutional investors from around the country bringing them together for face-to-face conversations and debates in unique venues in the Southeast. The programs cover complex issues surrounding the financial industry and the speaker faculty analyzes risk while revealing many opportunities in the current market environment. A hallmark of the Academy is that the number of allocators who attend will always surpass the number of managers at each program.

Our Story

About Andrea

Andrea Szigethy, Founder, CEO & President of Academy for Institutional Investors, LLC has been working as an educator in the financial sector bringing investment professionals together for 22 years!  Prior to entering the investment world, Andrea produced pharmaceutical conferences for 4 years where she first realized her love for running events, connecting senior executives with one another, building networks and researching hot industry topics to develop high quality content for her audiences.  Andrea has decades of experience helping her clients to strengthen bonds with one another in a relaxed, friendly, non-sales type of atmosphere, fostering an environment to learn and connect in a way that promotes lifelong relationships, trust and friendship among one another.  High-caliber investment education, sophisticated investor attendees and in-depth fun networking are the key components of The Academy’s mission.  At the end of every event, you will leave with a head full of new ideas and a handful of new friends that will feel like your extended family year after year.  Academy for Institutional Investors offers new members into our circle of family friends at each event while striving to keep the community to a small niche group of sophisticated investors with a limited number of managers and service providers.   


  • Academy for Institutional Investors, LLC, (Formerly TII) Founder, CEO & President (March of 2021)
  • The Investment Institute (TII), Founder & CEO (2016 to Present)
  • The NC Investment Roundtable & NC Investment Institute, Founder (2008-2016)
  • Morgan Creek Capital Management, Partner & Dir. of Marketing, Branding, IR & Client Education (2006-2016)
  • NMS Management, VP, Program Development & Sales (1999-2004); President in (2005)
  • Institute for International Research, VP, Programming, Pharmaceutical/Biotech Division (1995-1999)
  • North Shore University Hospital, Vocational Rehabilitation Job Coach (1993-1995)
  • Computer Associates, Leads Generator/Client Service (1991-1993)
  • Bachelor of Arts Degree (1991) dual concentration in Business Administration and Psychology from SUNY Albany and continuing credits towards a Master of Arts in Social Work from Adelphi University
  • One of the founding members of the NC Chapter of 100 Women in Finance
  • Serves on the Board of the Morgan Creek Foundation, Chapel Hill, NC
  • Serves on the Advancement Committee for The Hill Learning Center, Durham, NC