Spring Academy Investment Forum 2023

ST. REGIS ATLANTA HOTEL, ATLANTA, GEORGIA
May 22-23, 2023

Keynote Speakers

Dan Clifton
Partner & Head of Policy Research
Strategas Securities
Rod Collins
Keynote Speaker & Author
Wiki Management: A Revolutionary New Model for a Rapidly Changing and Collaborative World
Marko Papic
Partner & Chief Strategist
Clocktower Group
Caroline M. Poland
MA, LMHC, LCAC, CCTP, CCFP, NCC

Founder and CEO
Poland and Associates Consulting
Dr. Gregory Poland, M.D.
Director Vaccine Research Group, Mayo Clinic, Mary Lowell Leary Emeritus Professor of Medicine, Distinguished Investigator of the
Mayo Clinic
Editor-in-Chief for the journal VACCINE
Stephanie Pomboy
Founder & President
MacroMavens
Dr. Terry L. Root
Senior Fellow (University Faculty) Emerita
Woods Institute for the Environment at Stanford University
Mark W. Yusko
CEO & Chief Investment Officer
Morgan Creek
Managing Partner
Morgan Creek Digital

Spring Forum Co-Chairs

Muthu Muthiah
Chief Investment Officer
Children’s Healthcare of Atlanta (CHOA)

Beth Johnson,
Partner, Not-for-Profit Investment Practice
Mercer Investment Consulting

Andrea Szigethy
Founder & CEO
Academy for Institutional Investors

Speaker Faculty

Dan Altscher
Portfolio Manager & Head of Macro Research
FJ Capital Management

Travis Angevine
Managing Director of Public Markets
Alfred I. duPont Charitable Trust

Liz Baldwin
Co-Interim Chief Investment Officer
Mass General Brigham

Nolan Bean
Chief Investment Officer / Head of Portfolio Management
Fund Evaluation Group (FEG) Investment Advisors

Brad Briner
Co-Chief Investment Officer
Willett Advisors

Elizabeth Burton
Managing Director, Client Investment Strategist
Goldman Sachs Asset Management

Celia Dallas
Chief Investment Strategist
Cambridge Associates

Robert Durden
CEO & CIO
UVIMCO

Temple Fennell
Co-Founder & Managing Partner
Clean Energy Ventures & Keller Enterprises, LLC

Grady Frank
Partner & Head of Private Credit Origination
GoldenTree Asset Management

David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Jonathan Glidden
Managing Director – Pension Investments
Delta Air Lines, Inc.

Terry Gottberg
Chairman, President, & CEO
Merit Energy Company

George J. Hauptfuhrer, CFA
Consultant
Prime Buchholz

Ray Jacobson
Chief Investment Officer
Davidson College

David Jeffrey
Partner, Head of Europe
StepStone Group

Christine Kelleher,
Chief of Investments
National Gallery of Art

Ken Lee
Chief Investment Officer
Children’s Health

Brian Neale
Chief Investment Officer
University of Nebraska Foundation

Ben Pierson
President & Chief Investment Officer
Sherwood Family Office

John Pinkel
Portfolio Manager & Partner
Indus Capital

Rob Rahbari
Senior Investment Officer & Assistant Treasurer
University of Rochester
Co-Founder IADEI

Joe Schorge
Managing Partner
Isomer Capital

Valbona Schwab
Deputy Chief Investment Officer
Grinnell College

Erik Sebusch
Partner
Global Strategy Leader Venture Capital & Growth Equity, Mercer Investment Consulting

Adela Skenderasi
Partner & Portfolio Manager
Brown Advisory

Donna L. Snider
Chief Investment Officer
Hackensack Meridian Health

Kyle Stewart
Investment Director
Children’s Health

Emily Sumner
Chief Investment Officer, Investment Committee Chair
Gilder Office for Growth

Peter Troob
Co-Head
TF Investments

Boaz Weinstein
Founder & Chief Investment Officer
Saba Capital Management

John Wolff
Chief Investment Officer
Insight Partners Public Equities (IPPE)

Sponsors

LEAD PARTNERING SUPPORTERS

COLLABORATING SPONSORS

CONTRIBUTING SPONSORS

NON-PROFIT SUPPORTERS

LEAD PARTNERING SUPPORTERS

COLLABORATING SPONSORS

OTHER SUPPORTERS

If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a Fall Forum 2022 Sponsor (October 25-26, 2022 at The Umstead Hotel in Cary, North Carolina) please click on the button below to view our three different categories of sponsorship available. The Academy takes a very limited number of sponsorships per forum.

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