Spring Academy Investment Forum 2023 | Academy for Institutional Investors | 22 May 2023 | The St. Regis Atlanta, Eighty-Eight, W Paces Ferry Rd NW, Atlanta, GA 30305, USA

When you register for an Academy Forum, you will automatically become a member of our Institutional LP/GP Community (membership dues are automatically built into the registration fee per event). When you attend one of our forums in a given year you will automatically be given priority registration access to our next event should your schedule allow you to attend.

Join a group of senior level decision makers in a collegial, comfortable, friendly, fun, non-sales type of atmosphere where allocators and managers come together face-to-face to share common challenges and exchange investment ideas. The Academy has fostered an environment to learn and connect with one another in a way that promotes lifelong relationships, trust and friendships. The Academy strives to have at least 50% of the attendees represented by the allocator community with a limited number of managers and service providers who also can participate. Attendance is limited to no more than 250 people per event. All Academy gatherings and forums are completely off-the-record (no press allowed) with a no-marketing policy. We encourage members not to solicit others during the conference programming. Exchanging business cards is entirely appropriate. Time is dedicated during the opening evening of each forum to bring everyone together for a down-to-earth, networking dinner where members can bond and get to know one another on a more human level.

2023 Speakers

KEYNOTE SPEAKERS:

Dan Clifton
Partner & Head of Policy Research, Strategas Securities

Rod Collins
Keynote Speaker & Author

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

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

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)

2023 Sponsors

LEAD PARTNERING SUPPORTERS:
• Avec Capital
• Indus Capital
• TD Securities

COLLABORATING SPONSORS:
• Golden Tree Asset Management
• Insight Partners
• Merit Energy Company

CONTRIBUTING SPONSORS:
• BlackRock
• Wells Fargo

NON-PROFIT SUPPORTERS:
• CAIA Association
• CFA Society North Carolina