The Spring Investment Institute Forum | The Investment Institute | 22 May 2018 | The Umstead Hotel and Spa, 100 Woodland Pond Dr, Cary, NC 27513, US

The NC Investment Institute founded in 2008, recently renamed The Investment Institute, is a membership association committed to providing a unique educational and networking platform for senior investment decision makers from leading endowments, foundations, pensions funds, sovereign wealth funds, family offices, high net worth individuals, asset management firms, consultants, RIAs, financial advisors and other professionals in the Southeastern states. The Investment Institute is dedicated to educating its participants on the latest developments and trends in the financial marketplace through high level programming and was created to bring investment professionals together for conversation, debate, problem-solving and networking. Our distinguished speaker faculty, panelists and facilitators have the expertise and knowledge to present various educational topics on the current economic environment and are very familiar with the perspectives of both the individual and institutional investor. The Investment Institute has designed a series of programs (Spring & Fall Forums) representing high-level strategic sessions including interactive panel discussions and keynote presentations led by visionaries in our industry. Our forums will provide further opportunities to strengthen relationships with colleagues and sharpen the understanding of critical factors in both long and short-term investing.

2018 Speakers:

Nolan Bean
Managing Principal, Fund Evaluation Group, LLC (FEG)

David Brief
Senior Managing Director, Angeles Investment Advisors

Gregory Brown
Professor and Research Director, UNC Institute for Private Capital

David Burke
Partner, MKP Capital Management

Chris Burniske
Partner, Placeholder; Author of Cryptoassets

Mary Cahill
Retired Chief Investment Officer, Emory Investment Management (Emory University)

Libby Cantrill
Managing Director & Head of Public Policy, PIMCO

Kieran Cavanna
Chief Investment Officer, Old Farm Partners

Mike Condon
SVP / Institutional Investments, Fund Evaluation Group, LLC (FEG)

Anthony Cowell
Partner, Head of Alternatives, KPMG, Cayman Islands

Celia Dallas
Chief Investment Strategist, Cambridge Associates LLC

Amit Doshi
Managing Partner/Founder, Harbor Spring Capital

Jim Dunn
CEO & CIO, Verger Capital Management LLC

Robert Durden
CEO/CIO, UVIMCO

Vanita Gaonkar
Investment Officer, Robert Wood Johnson Foundation

Libby George
Director of Investments, NC State University

David Gilmore
Managing Director, The Harry and Jeanette Weinberg Foundation, Inc.

Chris Heller
Partner & Co-Founder, Cordillera Investment Partners

Mike Hennessy
Managing Director, Morgan Creek Capital Management

Larissa Herczeg
Managing Partner, Oakstreet Real Estate Capital

Joanne M. Hill, Ph.D.
Chief Advisor for Research and Strategy, Cboe Vest Financial LLC

Seema R. Hingorani
Founder & Chair, Girls Who Invest

Hans Humes
Chairman & Chief Executive Officer, Greylock Capital Management

Munib Islam
Partner & Head of Equity Research, Third Point

Ray Jacobson
Chief Investment Officer, Davidson College

Elizabeth Jourdan
Deputy CIO, Mercy Health

Kris Kapoor
Chief Investment Officer, Furman University

Jonathon King
President & CEO, UNC Management Company

Scott Kupor
Managing Partner, Andreessen Horowitz

Ken Lee
Director of Investments, Camegie Corporation of NY

Bryan Lewis
Chief Investment Officer, Pennsylvania State Employees’ Retirement System

Donald Lindsey
Chief Investment Officer, American Institutes for Research

John Mauldin
Chairman, Mauldin Economics (Thoughts from the Frontline)

Angela Moss
Director, UNC Management Company

Larisa Mueller
Senior Investment Manager, The Ministers and Missionaries Benefit Board (MMBB)

Muthu Muthiah
Managing Director, Private Markets, Emory Investment Management

Dan Parker
Deputy CIO, Texas Tech University System

Mark Roberts
Chief Investment Officer, Ironsides Asset Advisors, LLC

Chris Rudolph
Director, Public Investments, UNC Management Company

Andrew Schofield
Partner, Head of Banking, KPMG in the Cayman Islands

Valerie Sill
President & CEO, DuPont Capital Management

Darsh Singh
Managing Partner, Hazoor Partners

Donna Snider
Managing Director, Investments, The Kresge Foundation

Mark Steed
Deputy CIO & Chief of Staff, Arizona PSPRS Trust

Tom Strauss
Chairman, Cowen Investment Management

Joel S. Telpner
Partner, Sullivan & Worcester LLP

Cullen Thompson
President, CIO & Co-Founder, Bienville Capital

Clay B. Thorp
General Partner, Hatteras Venture Partners

Thomas Nicholas Trkla
Chairman & Chief Executive Officer, Brookwood Financial Partners, LLC

Kevin Tunick
Vice President and Managing Director, Private Investments, UNC Management Company

Ram S. Venkateswaran
Portfolio Manager, Managing Partner, Vernier Capital Partners

Daniel Ward
Chief Investment Officer, Virginia Tech Foundation

Sean Warrington
Director of Private Markets, Alfred I. duPont Testamentary Trust

Mel Williams
General Partner & Co-Founder, TrueBridge Capital Partners

Edward Yardeni
President, Yardeni Research, Inc.

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

2018 Sponsors:

FEATURED LEAD:
• Morgan Creek Capital Management

COLLABORATING:
• Brookwood
• Cowen

CONTRIBUTING:
• Greylock Capital Management LLC
• Robinson Bradshaw
• MKP Capital Management
• KPMG
• Blueheron Asset Management LLC
• Vernier Capital Partners

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