--- title: The iConnections Investment Institute --- ![](https://www.iconnections.io/hubfs/Investment%20Institute%20images-2.png)   **The iConnections Investment Institute** iConnections and The Investment Institute's global strategic partnership combines TII's industry leading educational forum services with iConnections world class strategy-led enterprise delivery and next-gen technology services. The iConnections Investment Institute (The Institute) offers premier and unbiased educational investment forums for senior investment decision-makers. The Institute features some of the most highly-regarded allocators and thought leaders that come together for face-to-face conversations, debate and problem-solving.     [![](https://www.iconnections.io/hs-fs/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20i3%20Webinar%20Flyers%20copy.png?width=100&height=59&name=Copy%20of%20Copy%20of%20Copy%20of%20i3%20Webinar%20Flyers%20copy.png)](https://www.iconnections.io/tiii#next) ---   ### Membership & Events The Institute membership offers access to TII's prestigious events and unparalleled community of world-class allocators and fund managers, including bonus access to exclusive pre-event cocktail and dinner receptions. All members receive complimentary access to the iConnections platform.  **Click here for a full list of benefits.** × ##### The iConnections Investment Institute Membership Benefits - Access to **The** **Spring iConnections Investment Institute Forum, May 17-18, 2021**, The Angus Barn Pavilion, Raleigh, NC - Access to **The** **Fall iConnections Investment Institute Forum, October 18-19, 2021**, Venue TB - Unlimited Access to **The Institute's Conversation Series** - * *Opportunity to **Earn CPE Credits** - For Allocator Members Only - **Access to TII Asset Owner Coffee Chat Meet-Up** - One Year **Subscription**** to iConnections Platform** - Manager/Service Provider Members receive **Asset Owner Guest Passes** to the Fall & Spring Forums Ready to join? [Click here](mailto:tii@iconnections.io) to contact us. ##### UPCOMING EVENTS ![3-Nov-04-2020-04-41-37-54-AM](https://www.iconnections.io/hubfs/3-Nov-04-2020-04-41-37-54-AM.png "3-Nov-04-2020-04-41-37-54-AM") ![Stages Series_ Wyx Live-4](https://www.iconnections.io/hubfs/Stages%20Series_%20Wyx%20Live-4.png "Stages Series_ Wyx Live-4") ![5-3](https://www.iconnections.io/hubfs/5-3.png "5-3") ![6-3](https://www.iconnections.io/hubfs/6-3.png "6-3") Attendance at the forums is typically limited to enable members to meet almost everyone over the course of the program. Our in-person forums include up to 300 attendees with a carefully selected 50:50 ratio of allocators to funds. ##### PAST FORUM AGENDAS [Winter 2020](https://theinvestmentinstitute.org/wp-content/uploads/2020/05/TII-Winter-Forum-2020-Agenda-FINAL.pdf) [Spring 2018](https://theinvestmentinstitute.org/wp-content/uploads/2018/06/Past-Forums-TII-2018-SPRING-FORUM-FINAL-AGENDA.pdf) [Spring 2016](https://theinvestmentinstitute.org/wp-content/uploads/2016/06/The-Spring-Investment-Institute-2016-Agenda-as-of-5-17-16.pdf) [Fall 2019](https://theinvestmentinstitute.org/wp-content/uploads/2019/10/TII-Fall-Forum-2019-Agenda-FINAL.pdf) [Fall 2017](https://theinvestmentinstitute.org/wp-content/uploads/2017/12/Past-Forums-Agenda-The-Fall-Investment-Institute-Forum-2017.pdf) [Fall 2015](https://theinvestmentinstitute.org/wp-content/uploads/2016/02/The-Fall-Investment-Institute-Forum-Roundtable-2015-Agenda.pdf) [Spring 2019](https://theinvestmentinstitute.org/wp-content/uploads/2019/05/AGENDA-TII-Spring-Forum-2019-as-of-5-13-19-SINGLE-1.pdf) [Spring 2017](https://theinvestmentinstitute.org/wp-content/uploads/2017/06/PAST-AGENDA-The-Spring-Investment-Institute-Forum-2017.pdf) [Spring 2015](https://theinvestmentinstitute.org/wp-content/uploads/2015/06/The-Investment-Institute-Agenda-May-2015.pdf) [Fall 2018](https://theinvestmentinstitute.org/wp-content/uploads/2018/11/TII-FINAL-AGENDA-FALL-FORUM-Oct.-22-23-2018.pdf) [Fall 2016](https://theinvestmentinstitute.org/wp-content/uploads/2017/01/PAST-FORUMS-AGENDA-The-Fall-Investment-Institute-Forum-Roundtable-2016.pdf) [2014](https://theinvestmentinstitute.org/wp-content/uploads/2014/08/NCII_2014_Agenda_rev1.pdf) --- ## The Community ![Volleyball History Timeline Infographic-4](https://www.iconnections.io/hubfs/Volleyball%20History%20Timeline%20Infographic-4.png "Volleyball History Timeline Infographic-4") ![](https://www.iconnections.io/hs-fs/hubfs/Szigethy-Holly%202016.png?width=350&height=234&name=Szigethy-Holly%202016.png) ## Andrea Szigethy and Donna Holly   The founders of The Investment Institute, Andrea Szigethy and Donna Holly, have worked side-by-side as educators and content creators in the investment industry for over 19 years.  Together, they've built an organization that provides their members a relaxed and friendly atmosphere, fostering an environment to learn, connect and build relationships.  High-caliber investment education, sophisticated allocators and in-depth networking are the key components of The Institute’s mission. The community is composed of Senior-Level Investment decision makers from the following organizations: - Endowments - Foundations - Pension Funds - Healthcare - Single Family Offices - Multi-Family Offices - Consultants - HNW Private Investors - Outsourced CIO's - Academia - Economic Research Firms - Registered Investment Advisors - Fund of Funds - Hedge Funds - Venture Capital Funds - Private Equity Funds - REITs - Asset Managers - Financial Advisors --- ### The Editorial Committee The distinguished 31 person Editorial Committee, which reflects a cross section of various types of asset owners, engage with the Institute to set the direction and develop cutting-edge topic for the forums.  The Editorial Committee assists The Institute in the recruitment of speakers, drives the content by selecting topics, and also acts as an informal advisory board and strategic resource.  The Institute’s goal is to keep its investment community abreast of industry practices on a “real-time” basis at each program and to sharpen the understanding of critical factors impacting both long and short-term investment ideas leading to better investment returns. **David R. Brief** Senior Managing Director, Angeles Investment Advisors **Mary Cahill** Investment Committee, Woodruff Arts Center, Community Fdn. for Greater Atlanta & Zeist Fdn. **James Challen** Senior Vice President/Principal, LCG Associates **Mike Condon** Head of Portfolio Management, Fund Evaluation Group (FEG) **David Gilmore** Managing Director, Harry & Jeanette Weinberg Foundation **Libby George** Director of Investments, NC State University **Mike Hennessy** Managing Director, Investments, Morgan Creek Capital Management **Kris Kapoor** Chief Investment Officer, Furman University **Vanita Gaonkar** Senior Investment Officer, Robert Wood Johnson Foundation **Larry Kochard** Chief Investment Officer, Makena Capital Management **Mark Roberts** Chief Investment Officer, Ironsides Asset Advisors **Daniel Ward** Chief Investment Officer, Virginia Tech Foundation **Brian Hiestand** Chief Investment Officer, The College of William & Mary Foundation **Ray Jacobson** Chief Investment Officer, Davidson College **Donald Lindsey** Chief Investment Officer, American Institutes for Research **Beth Johnson** Partner, Pavilion, a Mercer Practice **Jim Dunn** Chief Executive Officer & CIO, Verger Capital Management **Muthu Muthiah** Chief Investment Officer, Group Health Foundation **Jonathon King** President & CEO, UNC Management Company **Liza Scott** Director of Asset Management, Dominion Energy Services **Mark Steed** Chief Investment Officer, Arizona PSPRS Trust **Celia Dallas** Chief Investment Strategist Cambridge Associates **Mel Williams** General Partner TrueBridge Capital **Katherine Molnar** Chief Investment Officer, Fairfax County Police Officers Ret. Sys. **Mark W. Yusko** CEO & Chief Investment Officer, Morgan Creek Capital Management & Managing Partner, MC Digital Assets **Anne Shelton** Chief Investment Officer, American Trading & Production Corp **Dan Parker** Deputy Chief Investment Officer, Texas Tech University System **Donna L. Snider** Chief Investment Officer, Hackensack Meridian Health   **Robert Durden** CEO and CIO, UVIMCO **Christine Kelleher** Chief of Investments, National Gallery of Art **Susanne Gealy** Senior Director, Investments, CommonSpirit Health --- ### The Institute Team ![](https://www.iconnections.io/hs-fs/hubfs/3-4.png?width=175&height=175&name=3-4.png) ##### Andrea Szigethy  **Partner & Managing Director, The iConnections Investment Institute** [**Email Andrea**](mailto:andrea.szigethy@iconnections.io) Andrea Szigethy is a Partner & Managing Director of the iConnections Investment Institute (formerly known as *The Investment Institute*). Prior to her current role, Andrea was the Founder & CEO of The Investment Institute, an educational membership organization founded in 2016.  Previously, Andrea was a Partner and Director of Marketing and Branding for Morgan Creek Capital Management from 2006-2016 where she led the branding, public relations, client education, events and marketing efforts for the firm.  Prior to Morgan Creek, Andrea was the President of NMS Management, Inc., an educational investment conference company where she spent six years in positions of increasing responsibility, concluding in her role as President.  She managed all aspects of conference production, R&D, sales, marketing and relationship management.  Andrea is one of the founding members of the North Carolina Chapter of 100 Women in Finance.  She serves on multiple boards including The Morgan Creek Foundation,  the Advancement Committee for the Hill Learning Center, and Funds4Food.  Andrea received her Bachelor of Arts Degree with a dual concentration in Business Administration and Psychology from the State University of New York at Albany. Outside of work, Andrea enjoys spending time with her large blended family, close friends and dogs.  Andrea’s favorite spot to run away to is Bald Head Island in NC! ![](https://www.iconnections.io/hs-fs/hubfs/4-4.png?width=175&height=175&name=4-4.png) ##### donna holly **Partner & Managing Director, The iConnections Investment Institute** [**Email Donna**](mailto:donna.holly@iconnections.io) Donna Holly is a Partner & Managing Director of the iConnections Investment Institute (formerly known as *The Investment Institute*). Prior to joining forces with iConnections, Donna was the President of The Investment Institute, an educational membership organization founded in 2016.  Previously, Donna was Director of Events Marketing at Morgan Creek Capital Management.  Donna joined Morgan Creek in 2008 after working as a freelance consultant on educational events for the firm for two years.  Prior to joining Morgan Creek, Donna worked at SAB Capital on the client relations and marketing team where she was responsible for overseeing the integration of the client relationship management system company-wide and providing performance and subscription documents to investors.  Previously, she worked as the Director of Client Service and Project Management at NMS Management, Inc., an educational conference company designed to service the endowment, foundation and high net worth communities. Donna spent eight years as an advertising agency producer, developing TV and radio commercials for national clients, first at Wells Rich Greene BDDP and later at Ammirati Puris Lintas. She received her Bachelor of Arts degree in English from the University of Florida and is now, along with her husband, studying the development and care of chickens in her own backyard, after a culture-shock producing move to Roswell, Georgia after 19 years in Manhattan. ![](https://www.iconnections.io/hs-fs/hubfs/Stages%20Series_%20Wyx%20Live-3.png?width=175&height=175&name=Stages%20Series_%20Wyx%20Live-3.png) ##### elizabeth shaffer **Events Coordinator, The iConnections Investment Institute** [**Email Liz**](mailto:elizabeth.shaffer@iconnections.io) Elizabeth Shaffer is an Event Coordinator at the iConnections Investment Institute (formerly known as *The Investment Institute*). Elizabeth’s duties include event preparation for all of the Institute’s in-person and virtual events, client communication, event marketing and on-site conference coordination. Previously, Elizabeth was a Celebrity Services Agent at the Gaylord Palms Resort & Convention Center where she oversaw and assisted with all details regarding the most prestigious hotel guests’ stay. Prior to working at the Gaylord Palms, Elizabeth was a Guest Services Supervisor for Andy Frain Services (staffing agency for the Amway Center in Orlando, FL) where she oversaw the guest services team during the arena’s 20,000-attendee concerts and sporting events. Elizabeth received her Bachelor of Science degree in Event Management from the University of Central Florida’s Rosen College of Hospitality Management. ### Connect ##### INVESTOR MEMBERSHIPS Andrea Szigethy: [andrea.szigethy@iconnections.io](mailto:andrea.szigethy@iconnections.io) Donna Holly: [donna.holly@iconnections.io](mailto:donna.holly@iconnections.io)[mailto:elizabeth.shaffer@iconnections.io](mailto:elizabeth.shaffer@iconnections.io) ##### FUND MEMBERSHIPS Rob Tappero: [rob@iconnections.io](mailto:rob@iconnections.io)   ##### EVENTS AND GENERAL Elizabeth Shaffer: [elizabeth.shaffer@iconnections.io](mailto:elizabeth.shaffer@iconnections.io)