Spring Academy Investment Forum 2024

OMNI GROVE PARK INN, ASHEVILLE, NC
May 21-22, 2024

Keynote Speakers

Jason Trennert
Chairman, Chief Executive Officer & Chief Investment Strategist
Strategas
Constance Hunter
Senior Advisor
MacroPolicy Perspectives (MMP)
Marko Papic
Chief Economist, Macro-Geopolitical Expert
André Perold
Co-Founder, Partner & Chief Investment Officer
HighVista Strategies
Previously, the George Gund Professor of Finance and Banking
Harvard Business School
Dan Ariely
Best Selling Author & Professor
Behavioral Economics at Duke University

Spring Forum Co-Chairs

Nicholas Csicsko
Managing Director
Trinity Wall Street

Vanita Gaonkar
Managing Director
DFO Management, LLC (Dell Family Office)

Andrea Szigethy
Founder & CEO
Academy for Institutional Investors

Speaker Faculty

Ben Bartelt
Vice President, Traditional Assets & Retirement
Advocate Health

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

Ravi Bellur
Managing Partner & CIO
Ripple Effect Asset Management

Brad Briner
Formerly, Co-Chief Investment Officer
Willett Advisors

Pablo E. Calderini
President & Chief Investment Officer
Graham Capital Management

Adam Cohen
Managing Partner & Portfolio Manager
Caspian Capital

Jim Dunn
Chief Executive Officer
Verger Capital Management

Raudline Etienne
Founder & CEO
Daraja Capital

Claire Fefer
Formerly, Investment Manager
DUMAC (Duke University)

Christopher Gill
Managing Director of Public Investments
Georgetown University

David Gilmore
Chief Investment Officer
The Harry and Jeanette Weinberg Foundation

Terry Gottberg
Chairman, President, & CEO
Merit Energy Company

Daniel Gottlieb
Chief Investment Officer
Southern Ute Indian Tribe – Permanent Funds Investments

Michael Gould
Director
Lehigh University Investment Office

Aron Grodinsky
Chief Investment Officer
The Colorado Health Foundation

Chris Heller
Co-Founder &
Co-Managing Partner
Cordillera Investment Partners

Larissa Herczeg
Managing Partner
1 Seed Partners

Seth Heren
Principal, Private Markets
Bakala Capital

Eli Hogan
Senior Investment Analyst, Fixed Income
UPS

Drew Ierardi
Managing Director, Private Markets Investment Office
Exelon Corporation

Ray Jacobson
Chief Investment Officer
Davidson College

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

Steve Kim
Partner, Investment Strategy & Risk Management
Verdis Investment Management

Ted Lamade
Managing Director
Carnegie Institution for Science

Ken Lee
Chief Investment Officer
Children’s Health

Rip Mecherle
Chief Investment Officer
The University of Tennessee System

Katherine Molnar
Chief Investment Officer
Fairfax County Police Officers Retirement System

Brian Neale
Chief Investment Officer
University of Nebraska Foundation

Rich Nuzum
Executive Director, Investments & Global Chief Investment Strategist
Mercer

John Ockerbloom
Head of U.S. & European Real Estate
Barings

Adrian A. Ohmer
Investment Director, Investment Office
The Kresge Foundation

Anurag Pandit
Chief Investment Officer
ALSAC/St. Jude Children’s Research Hospital

Mark E. Roberts
Chief Investment Officer
Ironsides Asset Advisors, LLC

Ricky Sandler
Founder & CEO/CIO
Eminence Capital

Anne Shelton
Chief Investment Officer
American Trading & Production Corp.

Eric Smith
CEO, Managing Partner & Founding Partner
Locust Point Capital

H. Shafer Smith, CFA
Portfolio Manager of External Equities
Lockheed Martin Investment Management Company

Donna L. Snider, CFA
SVP, Chief Investment Officer
Hackensack Meridian Health

Kyle Stewart
Investment Director
Children’s Health

Mike Szalkowski
Chief Financial Officer
The Zalik Family Office

Justin Young
Director of Investments
Multilateral Endowment Management Company (MEMCO)

Sponsors

LEAD PARTNERING SUPPORTERS

COLLABORATING SPONSORS

4

CONTRIBUTING SPONSORS

NON-PROFIT SUPPORTERS

If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a future sponsor,
please contact Andrea Szigethy at aszigethy@academyforinstitutionalinvestors.org. The Academy takes a limited number of sponsorships per forum.

LEAD PARTNERING SUPPORTERS

COLLABORATING SPONSORS

OTHER SUPPORTERS

If you are interested in supporting the Academy for Institutional Investors (AII) by becoming a Spring Forum 2024 Sponsor (May 21-22, 2024 at the OMNI Grove Park Inn, Asheville, NC)
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.

DOWNLOAD SPRING FORUM 2024 – SPONSORSHIP SUMMARY & PRICING