The Spring Investment Institute Forum 2019 | The Investment Institute | 20 May 2019 | St. Regis, Eighty-Eight, West Paces Ferry Rd NW, Atlanta, GA 30305, USA

The Investment Institute (TII) was originally founded in 2008 specifically to educate the investment community in North Carolina as well as other southeastern states. In 2016, we expanded to include investors and managers from around the country, while still maintaining a strong emphasis on the southeast where our roots were formed. TII is an unbiased educational investment conference provider which offers non-commercial investor education and does not offer any other investment products or consulting services.

Our membership and conference registration fees, along with our sponsorship contributions, are the sole revenue source of The Investment Institute. TII is co-owned by Andrea Szigethy, Founder & CEO, and Donna Holly, President, who have been working alongside each other as educators in the financial sector for over 18 years! Together they have built an organization that provides their clients a relaxed, comfortable, friendly, and non-sales type of atmosphere, fostering an environment to learn and connect with one another in a way that promotes lifelong relationships, trust and friendship among institutional and private investors, consultants and asset managers. Our meetings are just the right size! We typically limit our attendance at our Fall & Spring (Members Only) Forums, to less than 300 participants to enable members to meet almost everyone over the course of the meeting. As we continue to grow our organization, we welcome new investors into our circle of friends and family and are always interested in meeting and speaking with new niche managers who, when an available spot opens, we can allow access to join our membership community or attend one of our non-member events.

TII brings senior investment decision-makers from leading endowments, foundations, pension funds, single family offices (SFOs), multi family offices (MFOs), RIAs, consultants, outsourced CIO firms, asset management firms and other financial institutions together for face-to-face conversations, debate and problem-solving. TII has become known as one of the leading conference providers that strives for a high percentage/good ratio of allocators to managers/service providers in the audience at each of the forums. TII features some of the most well-known and leading money managers, policy makers, economists, research strategists and business leadership gurus along with some of the most prominent institutional and private investors. The programs cover complex issues surrounding the financial industry and the speaker faculty analyzes risk while revealing many opportunities in the current market environment. Our distinguished Editorial Committee, which reflects a cross section of various types of sophisticated institutional and private investors, engage with TII to set the direction and develop the cutting-edge timely topics and themes for all of our forums. It is with their guidance that we develop new and innovative ideas to educate our members. The Editorial Committee assists TII in the recruitment of speakers, drives the content by selecting topics, and also acts as an informal advisory board and strategic resource.

It is our goal to keep our investment community abreast of industry practices on a “real-time” basis at each of our programs and to sharpen the understanding of critical factors impacting both long and short-term investment ideas leading to better investment returns.

At TII, we do our best to encourage members not to solicit fellow attendees for investments or services during our forums. Exchanging business cards is entirely appropriate and we specifically dedicate time during the opening evening of each of our forums to bring everyone together for a down-to-earth, relaxed networking dinner in a very comfortable setting, allowing members to get to know one another in a low-key and welcoming way.

2019 Speakers

FEATURED KEYNOTES:

Cliff Asness, Ph.d.
Managing & Founding Principal, AQR Capital Management

Rod Collins
Director of Innovation/Author, Optimity Advisors/Wiki Management

Erika Karp
Founder & CEO, Cornerstone Capital

Larry Kochard
Chief Investment Officer, Makena Capital Management

Angela Lee
Chief Innovation Officer, Columbia Business School; Founder, 37 Angels

Vikram Mansharamani, Ph.d.
Global Trend-Watcher, Harvard University; Lecturer & Portfolio Manager, Author, Boombustology

Leland R. Miller
Chief Executive Officer, China Beige Book International

Cheryl Mills
Founder & Chief Executive Officer, BlackIvy Group

Mark Zinder
President & Economic Forecaster, Mark Zinder & Associates

FEATURED SPEAKER FACULTY:

Colin Ambrose
Chief Investment Officer, Mother Cabrini Health Foundation

Ed Bosek
Managing Partner & Portfolio Manager, BeaconLight Capital

Michelle Carson
Principal, Alefanz Capital

James Challen
Senior Vice President/Principal, LCG Associates

Mike Condon
Head of Portfolio Management, Fund Evaluation Group (FEG)

Jim Dunn
CEO & CIO, Verger Capital Management

Robert Durden
CEO/CIO, UVIMCO

Vanita Gaonkar
Investment Officer, Robert Wood Johnson Foundation

David Gilmore
Managing Director, Harry & Jeanette Weinberg Foundation

Benjamin Grinnell
Partner, Blue Heron Asset Management

Dana Hamilton
Sr. Managing Dir. & Head of Real Estate, Pretium Partners

Elizabeth M. Hewitt
CIO & Senior Vice President, Alfred P. Sloan Foundation

Kris Kapoor
Chief Investment Officer, Furman University

Sharmila Kassam
Deputy CIO, Employees Ret. Sys. of TX (ERS)

John Lykouretzos
Founder & Chief Investment Officer, Hoplite Capital Management

Michael W. Masters
Founder, CIO & Portfolio Manager, Masters Capital Management

Katherine Molnar
Chief Investment Officer, Fairfax County Police Officers Ret. Sys.

Muthu Muthiah
Managing Director, Private Equity, Emory Investment Management

Scott Pittman
SVP & Chief Investment Officer, Mount Sinai Health System

Jack Rich
President & Chief Investment Officer, Abilene Christian University (ACIMCO)

Cathleen M. Rittereiser
Executive Director, Commonfund Institute

Mark Roberts
Chief Investment Officer, Ironsides Asset Advisors

Valerie Sill
President & CEO, DuPont Capital Management

Donna Snider
Managing Director, The Kresge Foundation

Mark Steed
Chief Investment Officer, Arizona PSPRS Trust

Mike Szalkowski
Chief Financial Officer, Schejola Partners

Todd Williams
Chief Investment Officer, Grubb Properties

Mark W. Yusko
CEO & Chief Investment Officer, Morgan Creek Capital Management

2019 Sponsors

FEATURED LEAD SPONSORS:
• Morgan Creek
• LCG

COLLABORATING SPONSORS:
• BeaconLight
• Avec Capital
• Grubb Properties

CONTRIBUTING SPONSORS:
• Blue Heron
• Cook & Bynum
• KPMG
• Pretium
• Robinson Bradshaw
• Solovis
• Wells Fargo

NON-PROFIT SUPPORTERS:
• Institute For Private Capital
• CAIA Association
• Robinhood
• CFA Society North Carolina