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
Atlanta, GA

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)



(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

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J.P. Boyd
Director of Investments
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Celia Dallas
Chief Investment Strategist
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Chief Investment Officer
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Jim Dunn
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Robert Durden
Claire Fefer
Investment Manager
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Vanita W. Gaonkar
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Susanne Gealy
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Michael Hennessy
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Brian Hiestand
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(subsidiary of College of William & Mary Foundation)

Ray Jacobson
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Davidson College
Dana Johns
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Beth Johnson
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Kate Nevin
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Mark E. Roberts
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Former Assistant Treasurer/Director of Asset Managemen
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Anne Shelton
Chief Investment Officer
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Partner & Portfolio Manager
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Donna L. Snider
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Mark Steed
Chief Investment Officer
Arizona PSPRS Trust
Emily Sumner
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Daniel Ward
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Mel Williams
General Partner
TrueBridge Capital