Draft Agenda as of July 9, 2019 THE FALL INVESTMENT INSTITUTE FORUM THE UMSTEAD HOTEL & SPA, CARY, NC OCTOBER 24-25, 2019 (Membership Required)

THIS IS A DRAFT PROGRAM WITH KEYNOTES, SPEAKERS, TOPICS & TIMINGS BEING UPDATED DAILY!

FOR MORE INFORMATION ON JOINING OUR COMMUNITY: WWW.THEINVESTMENTINSTITUTE.ORG

THE INVESTMENT INSTITUTE EDITORIAL COMMITTEE

DONNA L. SNIDERManaging DirectorKresge Foundation

MARK STEEDChief Investment Officer

Arizona PSPRS Trust

DANIEL WARDChief Investment OfficerVirginia Tech Foundation

MARK W. YUSKOCEO & Chief Investment Officer

Morgan Creek Capital Management

DAN PARKERDeputy Chief Investment Officer

Texas Tech University System

MARK ROBERTSChief Investment OfficerIronsides Asset Advisors

VALERIE J. SILLPresident & CEO

DuPont Capital Management

KRIS KAPOORChief Investment Officer

Furman University

JONATHON KINGPresident & CEO

UNC Management Company

DONALD LINDSEYChief Investment Officer

American Institutes for Research

ANGELA MOSSDirector, Public InvestmentsUNC Management Company

LIBBY GEORGEDirector of Investments

NC State University

DAVID GILMOREManaging Director

Harry & Jeanette Weinberg Foundation

MIKE HENNESSYManaging Director, Investments

Morgan Creek Capital Management

RAY JACOBSONChief Investment Officer

Davidson College

CELIA DALLASChief Investment Strategist

Cambridge Associates

JIM DUNNChief Executive Officer & CIOVerger Capital Management

VANITA GAONKARSenior Investment Officer

Robert Wood Johnson Foundation

DAVID R. BRIEFSenior Managing Director

Angeles Investment Advisors

MARY CAHILLFormer VP of Investments & CIOEmory Investment Management

MIKE CONDONHead of Portfolio ManagementFund Evaluation Group (FEG)

BRIAN HIESTANDChief Investment Officer

The College of William & Mary Foundation

ANNE SHELTONChief Investment Officer

American Trading & Production Corp

JAMES CHALLENSenior Vice President/Principal

LCG Associates

MUTHU MUTHIAHChief Investment Officer

Group Health Foundation

SUSANNE GEALYSenior Director - Investments

Dignity Health

BETH JOHNSONPartner

Mercer Investment Consulting

ROBERT DURDENCEO/CIOUVIMCO

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INTRODUCTION TO THE INVESTMENT INSTITUTE EDUCATIONAL FORUMS THAT INSPIRE A CULTURE OF COLLABORATION AND COMMUNITY

AMONG INSTITUTIONAL INVESTORS, FAMILY OFFICES, CONSULTANTS AND ASSET MANAGERS

ANDREA SZIGETHY DONNA HOLLY Founder & CEO President

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.

A membership subscription is required to gain access to our Spring (May) & Fall (October) Forums. However, in February of 2020, we will be offering a new program, The Winter Investment Institute Forum, in Charlotte, NC. This will be open to non-members as well as to current members of TII (member discounts available). There will be limited seating at this new addition to our conference roster, which will take place on February 24-25, 2020. All of our programs are held strictly off-the-record with no media or press in attendance.

www.TheInvestmentInstitute.org

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INTRODUCING THE 2019 FALL FORUM KEYNOTE SPEAKER FACULTY

FEATURED KEYNOTES

Angelo Calvello, Ph.D.

Founder Rosetta Analytics

Constance Hunter

Principal & Chief Economist KPMG

Crystal Kadakia

Author / Founder Millennial Myth / Invati Consulting

Grant Williams

Author Things That Make You Go Hmmm…

Mark W. Yusko

CEO & Chief Investment Officer Morgan Creek Capital Management

Peter Zeihan

Geopolitical Strategist & Author The Accidental Superpower/Absent

Superpower

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FALL SPEAKER FACULTY & TII 2019 EDITORIAL COMMITTEE

*Denotes TII Editorial Committee (EC) members. Several of the EC will have a moderator or panelist role at the Fall Forum and all participate in at least one forum each year.

2019 FALL FORUM KEYNOTES Angelo Calvello, Ph.D., Founder, Rosetta Analytics Constance Hunter, Principal & Chief Economist, KPMG Crystal Kadakia, Author, Millennial Myth & Founder, Invati Consulting Grant Williams, Author, Things That Make You Go Hmm… *Mark W. Yusko, CEO & Chief Investment Officer, Morgan Creek Capital Management Peter Zeihan, Geopolitical Strategist & Author, The Accidental Superpower/Absent Superpower 2019 FALL FORUM SPEAKER FACULTY & EDITORIAL COMMITTEE Jason Bonanca, Partner & Portfolio Manager, MKP Capital Management *David Brief, Senior Managing Director, Angeles Investment Advisors *Mary Cahill, President, Rivington Capital, Inc. & Former CIO, Emory Investment Management (Emory University) *James J. Challen, Senior Vice President/Principal, LCG Associates, Inc. *Mike Condon, Head of Portfolio Management, Fund Evaluation Group (FEG) *Celia Dallas, Chief Investment Strategist, Cambridge Associates Philip S. DeSantis, Senior Vice President, Westwood Holdings Group, Inc. *Jim Dunn, CEO & CIO, Verger Capital Management *Robert Durden, CEO/CIO, UVIMCO *Vanita Gaonkar, Senior Investment Officer, Robert Wood Johnson Foundation *Susanne Gealy, Senior Director, Investments, Dignity Health *Libby George, Director of Investments, NC State University *David Gilmore, Managing Director, The Harry and Jeanette Weinberg Foundation Fred Greear, Director of Investments, Carilion Clinic *Michael Hennessy, Managing Director, Morgan Creek Capital Management *Brian Hiestand, Chief Investment Officer, The College of William & Mary Foundation *Ray Jacobson, Chief Investment Officer, Davidson College *Beth Johnson, Partner, Mercer Investment Consulting *Kris Kapoor, Chief Investment Officer, Furman University Christine Kelleher, Chief of Investments, National Gallery of Art Steven Kim, Partner, Investment Strategy & Risk Management, Verdis Investment Management *Jonathon King, President & CEO, UNC Management Company Cory Lester, Managing Director (NYC), Morgan Creek Capital Management Jared A. Levy, Author, CNBC & FOX News Contributor *Don Lindsey, Chief Investment Officer, American Institutes for Research *Angela Moss, Director, Public Investments, UNC Management Company *Muthu Muthiah, Chief Investment Officer, Group Health Foundation Kate Nevin, Managing Director, TSWII *Dan Parker, Deputy Chief Investment Officer, Texas Tech University System Fernando Pontaza, Co-Founder & Managing General Partner, Invariantes Fund *Mark Roberts, Chief Investment Officer, Ironsides Asset Advisors Robby Rockey, EVP & Investment Committee Member, FDL Energy *Anne Shelton, Chief Investment Officer, American Trading & Production Corp. *Valerie J. Sill, President & CEO, DuPont Capital Management *Donna Snider, Managing Director, The Kresge Foundation *Mark Steed, Chief Investment Officer, Arizona PSPRS Trust *Daniel Ward, Chief Investment Officer, Virginia Tech Foundation Elizabeth Weindruch, Managing Director, Barings Eric Woo, Head of Institutional Capital, AngelList Veronica Wu, Managing Partner, Hone Capital

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THE FALL INVESTMENT INSTITUTE FORUM OCTOBER 24-25, 2019

THE UMSTEAD HOTEL & SPA, CARY, NC

THURSDAY, OCTOBER 24, 2019 DAY ONE 10:00 am Registration Opens & Networking Time at The Umstead Hotel & Spa, Cary, NC 10:45 am Welcome to the Fall Investment Institute 2019 & Introduction to Forum Co-Chairs Andrea Szigethy, Founder & CEO, The Investment Institute Donna Holly, President, The Investment Institute 11:00 am Keynote Address: Powers of Yesterday, Powers of Tomorrow Americans believe that their greatest days are behind them and that a series of new powers is rising up to displace them. On the contrary, America’s best days — militarily, economically, financially and culturally — are still ahead of them. In fact, many of the states that the Americans feel are up-and-comers — most notably China, Russia and India — are merely experiencing a historical moment in the sun courtesy of factors utterly beyond their control. Most of the powers of tomorrow are countries that the Americans have very little knowledge of. The major powers of 2030 will not be based in Beijing or Moscow, but in Jakarta, Buenos Aires, Warsaw, Istanbul and Mexico City. Peter Zeihan, Geopolitical Strategist & Author, The Accidental Superpower/Absent Superpower & President, Zeihan on Geopolitics 11:45 am Keynote Address: Down Under Pressure: Things You Need to Know About Australia In this keynote session, Grant Williams will walk the audience through all of the things you need to know about Australia. Grant is well known for his charming, witty and charismatic way of blending history and humour with keen financial insight to produce his unique presentations. Grant has grown Things That Make You Go Hmmm… to become one of the most popular and widely-read financial publications in the world! Grant is also one of the co-founders of Real Vision Television – an online, on-demand TV channel featuring in-depth interviews with the brightest minds in the financial industry. Grant Williams, Author, Things That Make You Go Hmmm… 12:30 pm A Follow up Conversation: The Disruption of the Financial System: Which Countries & Sectors will be Winners & Losers? Moderator: TBD Keynote Panelists: Constance Hunter, Principal & Chief Economist, KPMG Grant Williams, Author, Things That Make You Go Hmmm… Peter Zeihan, Geopolitical Strategist & Author, The Accidental Superpower/Absent Superpower

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THURSDAY, OCTOBER 24, 2019 CONTINUED 1:00 pm Networking Luncheon – Time for Members to Reconnect with One Another 2:10 pm Keynote Address: Innovation in the New Age: How Diversity & Digital Drive Innovation There’s an invisible force that’s been driving innovation and digital technology is finally bringing it to light: diverse talent. In this talk, leaders learn why and how to marry intentional inclusion with digital technology to drive intrapreneurial culture and innovation. Learn how to change the conversation about Millennials for your team and transform misunderstandings into breakthroughs. This session will not only help you understand the five biggest myths about millennials, but also how to navigate today’s digital mindset and behavior in the new age of innovation. • Understand how diversity and inclusion drive business performance • Learn real-world examples of inclusion and technology strategies that lead to breakthrough innovations • Inspire viral cross-cultural collaboration in your team • Abandon today’s stereotype-laden Millennial language • “Get” the behavior and mindset for employees who have grown up in a digital world • Discover relationship, management and leadership practices that apply to all generations and talent of the future • Understand the neuroscience and social science that help form new habits • Explore how to empower your team to use digital technology, rather than be held hostage by it Crystal Kadakia, Author, Millennial Myth & Founder, Invati Consulting 3:00 pm Asset-Owners Discussion: Private Equity Trends for Allocators Today Which types of thematic trends do you find your investment team is spending the most time discussing and focusing on internally and are geopolitics informing the way you make decisions on the economic themes you choose to implement into your portfolio? Can private equity continue to deliver big returns going forward? What are the most compelling trends in the private market space for allocators today? How are investors using innovation as a tool for more responsible investing? Moderator: TBD Panelists: Kate Nevin, Managing Director, TSWII Elizabeth Weindruch, Managing Director, Barings Institutional Investor TBD 3:40 pm Anchors Away: A World Without Rulebooks for Markets & Policymakers Our guest speaker, Mr. Jason Bonanca, will give a 15-minute presentation followed by a moderated conversation on a world without rulebooks for markets and policymakers. Interviewer: A Member of The Investment Institute’s Editorial Committee Guest Speaker: Jason Bonanca, Partner & Portfolio Manager, MKP Capital Management 4:15 pm Late Afternoon Healthy Refreshment Break

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THURSDAY, OCTOBER 24, 2019 CONTINUED 4:45 pm Understanding Real Assets in Today’s Market Environment: How Should Institutional Investors Approach the Asset Class? Given the uncertainty of the markets, institutional investors today are looking at more innovative and creative ways when making allocations to real assets. Why is it important to have an integrated and diversified real assets strategy? What are the sources of returns and the risks and rewards of implementing natural resources, real estate, agriculture, infrastructure, etc. into your portfolio? What will the universe of energy opportunities look like in the future? What is the role of a fiduciary when considering investing in these sectors and how should investors position real assets going forward? What will the impact be on endowment, foundation, pension, healthcare and family office portfolios? Moderator: TBD Panelists: David Brief, Senior Managing Director, Angeles Investment Advisors Robby Rockey, EVP & Investment Committee Member, FDL Energy Institutional Investor TBD 5:30 pm Closing Day One Keynote Address: The State of the (AI) Artificial Intelligence Industry: Lessons Learned What are the significant barriers when it comes to AI and how do we get over them? Where are we now? How do allocators who have fewer resources than managers, cut through all of the noise and decide on who to invest with? How do investor/asset owners go about learning about AI and the proper governance structure? What are the right questions that investors should be asking about AI? Our keynote speaker will address the good the bad and the ugly from his personal experience and talk about why he wished he knew earlier what he knows now and what are the lessons learned from earlier mistakes. This presentation will run for approximately 30 minutes leaving 15 minutes for an interactive Q&A with the audience. Angelo Calvello, PhD., Founder, Rosetta Analytics, Inc. 6:15 pm End of Day One Discussions 6:40 pm Transportation Departs from the Umstead Hotel to Vidrio in Downtown Raleigh Get ready for an evening filled with networking and fun with fellow members of The Investment Institute. We will have buses departing at 6:40pm. We will be sending buses back from the restaurant to the hotel throughout the evening. 7:00 pm – 10:00 pm Welcome Reception & Networking Dinner Party for All Attendees at Vidrio in Downtown Raleigh Vidrio is the bold vision of restauranteur Lou Moshakos. Built on the philosophy that “love is the most important ingredient,” Vidrio is a family dream years in the making. When Lou speaks of his family, it is always centered around the table and filled with laughter, stories, and love. This communal tradition of dining and sharing is captured in the essence of Vidrio. Vidrio embraces the Mediterranean dining philosophy – rooting it in the respect for the ingredient, the nourishment of food for our bodies and to use the time around the table to reconnect with one another. There couldn’t be a more perfect restaurant and atmosphere in downtown Raleigh to bring our “TII Family Members” together for a fun-filled evening of socializing and getting reacquainted with old friends or making new ones! Don’t miss this special evening where we will have the entire upstairs of this gorgeous dinner venue. Dress is business casual. We will also have a fantastic acoustic guitar player for our group at the upstairs bar area. We are truly grateful to our Investment Institute sponsors who have made this evening possible! https://www.vidrioraleigh.com.

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FRIDAY, OCTOBER 25, 2019 DAY TWO 7:20 am - 8:55 am “Allocators Only” – Breakfast Meeting About the “Allocators Only” – Breakfast Meeting This closed-door session creates the opportunity for LPs to come together to discuss the challenges they face and brainstorm solutions in an intimate, informal atmosphere. The interactive format allows time for candid conversations and enables participants to collaborate with one another. This is a great time for TII investor members to reconnect or meet new members. We will allow one senior investment professional from each of our sponsoring firms into the room to join in on the conversations. 8:30 am – 8:55 am Breakfast Will Be Available For All Other Attendees 9:00 am Day Two Opening Keynote Address – Topic TBD One or two of the following topics will be presented during this session or during our afternoon open session: a) Healthcare: Challenges & Innovation b) Climate Change or ESG c) Cybersecurity d) Women & Gender Diversity e) China 9:30 am Keynote Address: 2020 Macroeconomic Vision Around the World: Navigating the Seven Cs: China, Crypto, Crude, Currencies, Commodities, Convexity & Correlation Mark W. Yusko, Chief Investment Officer, Morgan Creek Capital Management 10:00 am Fireside Chat: Solving the Fee-Alignment Issue Using Risk-Based Performance Fees In this segment, Jared Levy, a CNBC and Fox News contributor, will be interviewing Phil DeSantis, CFA and SVP, Product Head at Westwood. Phil is the author of the white paper “Changing the Probability of Winning for Active Investors” and creator of Sensible Fees™, which are new, innovative, risk-based performance fee structures. The discussion will outline the state of the industry, which appears primed for a major disruption that will better reflect the value-added returns of active management by solving the fee problem, changing the probability of outperforming the benchmark, and in turn, altering asset allocation decisions. This will be an educational session outlining new ways to quantify and approach performance fees vs. fixed fee structures challenging the existing alignment between asset owners and asset managers. Risk-based performance fee structures have the potential to help institutional investors hedge manager selection risk and signify just as much, if not more, insight on an investor’s management style, confidence and breadth along with historical returns. Phil will discuss how investors who are considering increasing active risk in a low-return environment can utilize risk-based performance fee structures to maintain their fee budgets and potentially gain an asymmetric performance advantage over the long-term. Please join us for an interactive and informative session with application across long-only active equity, multi-asset, and alternatives that could play an important role empowering asset allocators to help lead the next revolution in the asset management industry. Interviewer: Jared A. Levy, CNBC & Fox News Contributor & Author Speaker: Phil DeSantis, Senior Vice President, Westwood Holdings Group 10:30 am Quick Morning Break

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FRIDAY, OCTOBER 25, 2019 CONTINUED 10:50 am Keynote Address Speaker & Topic TBD 11:30 am Planting the Seed & Capturing the Outliers in Venture Capital The earliest stage of venture capital, the first institutional round invested in startups, has consistently driven the best returns. While roughly only a third of venture-funded companies manage to raise sufficient capital to survive, in the end, a small percentage of companies are creating an extraordinary amount of wealth, the outliers. Over time, outliers radically alter investment returns. When it comes to investing, what’s the math and power behind capturing outliers that produce these outsized returns? Which outliers have become household names and how did they get there? Does volume, sector diversity or geography matter? Our dynamic panelists will explore why there may be a renewed interest in the earliest stage of venture capital and the dynamics at play. Moderator: Eric Woo, Head of Institutional Capital, AngelList Panelists: Steven Kim, Partner, Investment Strategy & Risk Management, Verdis Investment Management Fernando Pontaza, Co-Founder & Managing General Partner, Invariantes Fund Veronica Wu, Managing Partner, Hone Capital Institutional Investor TBD 12:00 pm Networking Luncheon to Connect with your TII Family Members 1:00 pm If You Had a Blank Slate How Would You Construct an Institutional Portfolio in 2020? This discussion will have three seasoned institutional investors who will each present for 10 minutes on how they would set their asset allocation direction today if they were to have a blank slate to work with and didn’t need to worry about their legacy investments. After the three concepts have been presented the panelists will take questions from the audience and open it up for discussion for the remaining time of the panel. Moderator: TBD Panelists: Susanne Gealy, Senior Director, Investments, Dignity Health Fred Greear, Director of Investments, Carilion Clinic Christine Kelleher, Chief of Investments, National Gallery of Art 1:45 pm The Great Separation: Is Now the Time to Embrace Long/Short Equity? A rising tide has lifted all boats the past decade due to unprecedented monetary stimulus from central banks in response to the Global Financial Crisis; however, the tides are shifting and we will soon find out who has been "swimming naked” (per Buffet). The panel will discuss the status of the equity market cycle and how to prepare your portfolio for its inevitable conclusion. We will explore the current state of fundamental investing and dive into a number of actionable long and short investment ideas from around the globe and across a variety of themes. Moderator: TBD Panelists: Cory Lester, Managing Director (NYC), Morgan Creek Capital Management Two Hedge Fund Managers Waiting on Confirmation Institutional Investor TBD 2:15 pm Closing Keynote Address: Speaker & Topic TBD 3:00 pm Closing Remarks & End of the 2019 Fall Investment Institute Forum

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THANK YOU FOR SUPPORTING OUR MISSION FOR EDUCATION! WE ARE SO GRATEFUL

FOR YOUR COLLABORATION, CONTRIBUTION & COMMITMENT TO OUR COMMUNITY!

Featured Lead Sponsors

Collaborating Sponsors

Contributing Sponsors

Non-Profit Supporters

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BIOGRAPHIES

* Blue names denote TII Editorial Committee

Jason Bonanca, Partner & Portfolio Manager, MKP Capital Management Mr. Bonanca is a Partner and Portfolio Manager focusing on macro trading, working directly with the Chief Investment Officer. Prior to re-joining MKP in 2019, Mr. Bonanca worked as Chief Strategist at Venn Global Macro Advisors from 2017 to 2018. Preceding this role, Mr. Bonanca was a Senior Strategist at Quadratic Capital Management in 2016. For seven years before that role, Mr. Bonanca was Head of Strategy & Research at MKP Capital. Prior to joining MKP in 2007, he was a senior member of Credit Suisse's FX Research and Strategy Team for seven years, and spent the last year of his tenure there as Chief Strategist. From 1998 to 2000, he was a Trader-Analyst on the Open Market Desk of the Federal Reserve Bank of New York, where he was responsible for analytical coverage of a variety of developed and emerging markets. Mr. Bonanca serves on the Investment Committee for HOPE Program and, prior to joining the committee in 2018, he served on the board from 2014 to 2016. Mr. Bonanca received his B.A. degree in International Relations, summa cum laude, from Tufts University. He was a Fullbright Scholar at the Institut d'Études Européennes de Université Libre de Bruxelles, and he holds an M.A. in International Economics and European Studies from the Johns Hopkins School of Advanced International Studies. *David R. Brief, CFA, Senior Managing Director, Angeles Investment Advisors David Brief is a leading expert in non-profit management with over 25 years of investment experience. David established the Jewish Federation of Metropolitan Chicago Investment Office in 2002. Under his leadership as Chief Investment Officer, the endowment portfolio evolved from a $350 million internal investment program into a $1.1 billion pool that invested assets belonging to several dozen other non-profits. David has also been a leader in educating non profits on the merits of outsourced investment management. Earlier in his career, David spent eleven years as an investment consultant for three Chicago-based firms: Ibbotson Associates (now part of Morningstar Inc.), Ennis Knupp + Associates (now part of Aon Hewitt Investment Consulting, Inc.), and Capital Resource Advisors (now part of Segal Marco Advisors). Born and raised in New Jersey, David earned a BA degree in Economics from Cornell University, an MBA degree with honors from the University of Chicago, and is a CFA® Charterholder. *Mary Cahill, President, Rivington Capital, Inc. & Former VP of Investments & CIO, Emory Investment Management Mary L. Cahill was previously the Vice President of Investments and Chief Investment Officer of Emory University overseeing investments of all endowment, trust, operating, and employee benefit funds of the University and related medical facilities. Prior to joining Emory, Ms. Cahill was Deputy Chief Investment Officer of Xerox Corporation. Ms. Cahill has 30 years of investment experience, with prior positions including the Virginia Retirement System, SmithKline, BellSouth and Merck pension plans. Mary has overseen internal equity portfolios, invested fixed income and futures portfolios, developed performance measurement systems, and designed investment options. Mary has served as President of Pension Group East, President of Pension 21, an executive member of the Financial Executive Institute’s Committee on Investment of Employee Benefit Assets, and a member of the NYSE Pension Managers Advisory Committee. Currently, she serves as a board member of the Emory Center for Alternative Investments, The Institute For Quantitative Research in Finance, The Woodruff Arts Center, and the Robert Toigo Foundation. Mary is an advisor to the Zeist Foundation, a member of the NCAA Investment Committee, and a member of the Economic Club of New York. Mary has an MBA specializing in Finance from St. John’s University and the Chartered Financial Analyst designation. Angelo Calvello, Ph.D., Founder, Rosetta Analytics Angelo A. Calvello is the “Dissident” columnist for [Institutional Investor] (https://www.institutionalinvestor.com), where he had the most read opinion column in 2017, and former columnist for Chief Investment Officer. His column, “The Doctor Is In,” won the American Business Media’s 2016 Jesse H. Neal Award for best commentary. Calvello has also published in Pensions & Investments, Healthcare Financial Management, and American Indian Culture and Research Journal (UCLA). In addition to his writing, Calvello is the Co-Founder of Rosetta Analytics, Inc., Distributed Alpha, LLC, Blue Diamond Asset Management AG, and Impact Investment Partners. As a serial innovator, Calvello’s unique insights into the rise of disruptive technologies and how they are re-shaping investment management--new sources of return and new tools to measure and manage risk, realignment of the relationships between asset owners and asset managers, different composition and demographics of the workforce, and transformation of traditional business models--have revealed the future of beneficial investing. Calvello has over 25 years of experience in the institutional investment industry and holds a PhD in Contemporary European Philosophy from DePaul University. He is the author of Environmental Alpha: Institutional Investors and Climate Change (Wiley 2009) and Founder and

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Publisher of the Journal of Environmental Investing. He serves on the Advisory Board of the Charter Alternative Investment Analyst (CAIA) Association and is a member of the Chicago Quantitative Alliance. Calvello is also the Chairman of the Board of Outreach with Lacrosse and Schools, a sports-based non-profit that creates opportunities for at-risk youths on Chicago’s South and West sides. *James J. Challen, Senior Vice President / Principal, LCG Associates Mr. Challen joined LCG Associates in 2009 and is a Senior Vice President. His client relationships include corporations, utilities, endowments, and foundations. In addition to lead consultant responsibilities, James conducts capital market and asset class research, investment manager due diligence, and special topical studies. Before joining LCG, James was with Morgan Keegan & Company as First Vice President of the Manager Due Diligence Group. He was responsible for managing a team that made investment recommendations for institutional and private clients. Concurrently, James was a Portfolio Manager for Morgan Keegan & Company’s Private Client Discretionary Program. He previously held several positions with Morgan Keegan & Company including Research Specialist and Research Associate. James began his career as a Financial Analyst at Remtech Services Inc. James is a CFA Charterholder and a member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder. James graduated with a B.S. in Finance from the Leeds School of Business at the University of Colorado. *Mike Condon, Head of Portfolio Management, Fund Evaluation Group (FEG) Michael (Mike) A. Condon, CFA is Senior Vice President of Institutional Investments at Fund Evaluation Group, LLC (FEG). Condon works with Endowment and Foundation (E&F) clients within FEG’s outsourced chief investment officer (OCIO) service. A long-time thought leader within the E&F space, Condon brings more than 20 years of experience as an acting CIO. Most recently as CIO at Southern Methodist University, he led a 15-person office and was responsible for all aspects of investing the university’s $1.5 billion endowment. As CIO for the University of Arkansas Foundation, Condon oversaw a $1.1 billion endowment. During his 10-year tenure at Georgia Tech, the foundation endowment grew from $440 million to $1.5 billion. Additionally, Condon is on the Editorial Committee for The Investment Institute, and on advisory Boards for Institutional Investor and Alternative Investment Management, LLC. *Celia Dallas, Chief Investment Strategist, Cambridge Associates As Chief Investment Strategist for Cambridge Associates and a Managing Director of the firm, Celia is responsible for formulating our global investment strategy and portfolio construction advice. Since joining Cambridge in 1996, Celia has contributed to a wide range of research initiatives, including serving as one of the main architects of our Risk Allocation Framework and an author of the related report. She is the author of our quarterly publication, VantagePoint, in which she shares our house view and advice. Celia is a regular contributor to other research publications, covering a wide range of capital market, asset allocation, and investment planning topics. She is a frequent presenter and discussion moderator at the firm’s roundtables and various industry conferences. Before joining Cambridge Associates, Celia was a consultant for Harlan Brown & Co, a competitive intelligence consulting firm. In this position, she researched, wrote, and presented market analysis commissioned by Fortune 500 clients on a variety of consumer and industrial products. She also worked for the Employee Benefit Research Institute (EBRI), where she conducted research and wrote reports on retirement income security issues. Celia has an MBA from the Darden School of Business, University of Virginia and a BA from University of Pennsylvania. Philip S. DeSantis, Senior Vice President, Westwood Holdings Group, Inc. Mr. DeSantis joined Westwood in December 2015 as Senior Vice President, Head of Product Management. He is responsible for the planning, development and execution of the firm’s product strategy. He also Co-Heads Product Innovation at the firm. Mr. DeSantis joined Westwood with over 20 years of experience across product management and strategy. Prior to joining Westwood, Mr. DeSantis worked at PNC Capital Advisors, LLC, in Chicago, Illinois, as a Managing Director for their asset management business. He also served as Director, Senior Product Specialist at UBS Global Asset Management and Vice President for their Multi-Asset and Liquid Alternative Strategies, and Senior Product Manager for their quantitative strategies at Northern Trust Asset Management in Chicago, Illinois. Mr. DeSantis earned his BS in Finance from Arizona State University. Additionally, he is a member of the CFA Institute and a Registered Securities Representative (FINRA Series 6, 7 and 63). *Jim Dunn, Chief Executive Officer & Chief Investment Officer, Verger Capital Management As Verger’s Chief Executive and Chief Investment Officer, Jim oversees all investment decisions and is responsible for setting the course for the company, leading our corporate strategy and ensuring that Verger remains competitively positioned to serve our partners’ needs in an increasingly complex and volatile market environment. Previously, Jim was Vice-President and Chief Investment Officer at Wake Forest University, responsible for investment of the University's endowment, working capital and life income assets of over $1.4 billion. Prior to joining Wake Forest, Jim served as Managing Director at Wilshire Associates Inc., and Chief Investment Officer and Portfolio Manager for Wilshire Funds Management, the money management arm of Wilshire Associates. At Wilshire, Jim was responsible for providing leadership on asset allocation, investment policy and investment manager selection. Jim served as the Chairman of the Wilshire Funds Management Investment Committee and served as Portfolio Manager for all of Wilshire Fund Management’s alternative investment portfolios. Jim holds a BBA in Finance from Villanova University, where he was a member of the NCAA Division I men’s varsity soccer team. He is married and the father of two boys. He currently serves as a member of the Board of Directors of the Wells Fargo Global Alternative Investments, ASGI Agility Income Fund and the ASGI Corbin Multi-Strategy Fund, LLC. Jim also sits on the CAPTRUST Advisory Board, the North Carolina Investment

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Institute Editorial Committee, the CFA North Carolina Society’s Strategic Advisory Board, SEI Canada Independent Review Committee, Villanova President’s Advisory Council and serves as the Treasurer of James Denmark Loan Fund. *Robert Durden, CEO/CIO, University of Virginia Investment Management Company (UVIMCO) Robert Durden is the CEO/CIO of University of Virginia Investment Management Company (UVIMCO). He was previously a Senior Vice President and the Chief Investment Officer at Texas Children’s Hospital. Prior to joining Texas Children’s Hospital in March 2013, Robert was the Managing Director of Private Investments at Morgan Creek Capital Management. There he directed $4.5 billion of private investments across private equity, energy and natural resources, and real estate. Mr. Durden has also worked with Legg Mason/Western Asset Management, Ritchie Capital Management, and Merrill Lynch’s Middle Market M&A group. Robert received his MBA in finance and entrepreneurship, with honors, from the University of Chicago Booth School of Business and his Bachelor of Arts in economics, magna cum laude, from Princeton University. Robert Durden primarily oversees the Texas Children’s Hospital Foundation and other investment assets, totaling approximately $2.7 billion. *Vanita Gaonkar, Investment Officer, Robert Wood Johnson Foundation Vanita W. Gaonkar is an Investment Officer with the Robert Wood Johnson Foundation, focused on Public Investments. Prior to joining the Foundation, Vanita was the Director of Research at Ehrenkranz Partners, L.P., where she was responsible for investments across asset classes, including fixed income, equities, hedge funds, private equity and real assets. Before joining Ehrenkranz Partners, L.P. she served as a Director in Alternative Investments at Credit Suisse, where she oversaw investments in long/short equity, event driven credit and emerging markets. Prior to Credit Suisse she worked as an analyst at The Blackstone Group and J.P. Morgan Chase. Ms. Gaonkar earned her B.A. in Mathematics and Economics from Wesleyan University, Middletown, Conn. *Susanne Gealy, Senior Director - Investments, Dignity Health Susanne Gealy is a Senior Director of the investments team at Dignity Health based in San Francisco. She leads the organization's public and hedge fund equity investments. Dignity Health is one of the largest health systems in the US, dedicated to providing quality, compassionate health care. The organization has an $11 billion investment portfolio, allocated across the long term strategic goals, retirement benefits, endowment, and insurance. Prior to joining Dignity Health, Susanne spent 10 years at the Teacher Retirement System of Texas, in Austin, a $150 billion retirement plan. At TRS, she was responsible for the $26 billion external equity investment program comprising US, international, emerging markets, and global equity managers. Before joining TRS, Susanne worked in New York at Investcorp, Lazard Asset Management, a family office, and Banc of America Securities. She began her career in finance at JP Morgan in equity derivatives. Prior to attending business school, Susanne worked in the field of structural engineering in San Francisco. Susanne holds an M.B.A. from the University of Chicago’s Booth School of Business. She has a M.S. and B.S. in Engineering from the University of Texas at Austin. Susanne is a board member of Trinity Charter School, a Texas charter school district dedicated to the educational needs of abused children. *Libby George, Director of Investments, NC State University Libby George is currently the Director of Investments at North Carolina State University and has over 25 years of experience in investment management, corporate, educational, and financial accounting. Prior to becoming Director of Investments, Ms. George was the Manager of Financial Reporting where she was responsible for the financial reporting, capital assets, cash management, debt, and taxes of North Carolina State University. Libby currently manages over $1.2 billion in short term, operating, charitable giving, traditional long-term endowment assets as well as long-term endowment assets invested in a socially responsible manner. Ms. George previously served on the State of North Carolina’s Supplemental Retirement Board of Trustees as appointed by Governor Beverly Perdue in July 2009 and was the Chair of the Investment Subcommittee of the Supplemental Retirement Board. Libby is involved in the community through her church in various capacities such as Wake Interfaith Hospitality Network and past chair of the Permanent Endowment Committee. She received her Bachelor of Science degree in Accounting from Auburn University and was an NCAA athlete in Swimming for the Auburn Tigers. She became a Certified Public Accountant in 1992. *David Gilmore, Managing Director, The Harry and Jeanette Weinberg Foundation David Gilmore joined The Harry and Jeanette Weinberg Foundation in 2014 to help build the investment office. The Foundation has $2.2 billion in assets and makes over $100 million in grants each year. David is responsible for the design and implementation of the Foundation's asset allocation, investment manager selection and risk management. Prior to joining the Foundation, David served in several senior roles at The Ohio State University investment office which managed $3.5 billion. David was previously a partner at Gerber/Taylor Capital Advisors. David earned his BBA from Baylor University and an MBA with a concentration in Finance from the University of Memphis. David holds the Certified Financial Planner™ professional (CFP®) designation and the Chartered Alternative Investment Analyst (CAIA) designation. Fred Greear, Director of Investments, Carilion Clinic Joined Carilion Clinic, a Virginia health system, in 2015 to lead its investment function, overseeing $2 billion in operating and pension assets. Previously, Mr. Greear worked at Huntington Ingalls Industries with responsibility for its hedge fund and fixed income allocation and as a generalist with The Pension Boards-United Church of Christ. Prior to transitioning to the plan sponsor side, he worked in different roles at

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Cohen & Steers and Lord Abbett. Mr. Greear holds an MBA in finance from Vanderbilt University and a BA in philosophy from Denison University and is a CFA charterholder. *Mike Hennessy, Managing Director, Morgan Creek Capital Management Mike Hennessy is a Co-founder of Morgan Creek Capital Management, and serves as the Director of Investments. In this role, Mr. Hennessy provides oversight to the Private Investments Group, and acts as a Portfolio Strategist on portfolios beyond private investments, including work with Morgan Creek's advisory clients and proprietary funds. Prior to joining Morgan Creek in 2004, Mr. Hennessy was Vice President and a founding member of UNC Management Company. Primary areas of responsibility included domestic equity, international and emerging markets equity, opportunistic equity, absolute return, fixed income, enhanced fixed income and private investments. Mr. Hennessy also assisted in developing overall investment objectives as well as strategic and tactical asset allocation for the funds. Mr. Hennessy was responsible for monitoring both public and private individual managers and overall portfolio performance, as well as risk management. Prior to joining UNC in 1999, Mr. Hennessy was an Investment Director at Duke Management Company (Duke University) where he assisted in the management of multi-billion portfolios across all asset classes of various University-related investment pools. Before joining Duke in 1991, Mr. Hennessy was an Associate at Amundi Smith Breeden Associates, a quantitative investment management firm based in Durham, NC. Mr. Hennessy received his Master of Business Administration with a concentration in Finance from the Fuqua School of Business at Duke University and he also holds a Bachelor of Science Degree in Philosophy, Psychology and Mathematics from the College of William and Mary. Mr. Hennessy is Treasurer of Duke University Federal Credit Union, a member of the Investment Committee at the Carolina Friends School, a director of the Morgan Creek Foundation, Emeritus Trustee of the College of William & Mary Foundation Board of Trustees, and former member of its Executive Committee and Investment Committee (immediate past Chair), and a Trustee of the Murray 1693 Scholars Foundation. *Brian Hiestand, Chief Investment Officer, The College of William & Mary Foundation Brian joined The College of William and Mary Foundation in 2005 to serve as its first Chief Investment Officer overseeing all of the investment management functions for the endowment including asset allocation and manager selection and review. Chartered in 1693, by King William III and Queen Mary II of England, The College of William and Mary is the second oldest college in America. Prior to joining William and Mary, Brian was the first Director of Alternative Investments for the Indiana University Foundation in Bloomington, Indiana, where he launched their Alternative Investment Program, including allocations to hedge funds, venture capital, private equity, and timberland. Prior to joining the I.U. Foundation, Brian was a Principal and Portfolio Manager at Harris Investment Management in Chicago. In 2011, Brian received the Institutional Investor Small Endowment of the Year Award. Brian received his B.S. and M.B.A. from Bowling Green State University. *Donna Holly, President, The Investment Institute, LLC Donna Holly is the President of The Investment Institute, an educational membership organization founded in 2008 for institutional and private investors, managers and financial professionals. 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. Donna worked from 2002 to 2006 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. Constance Hunter, Principal & Chief Economist, KPMG As KPMG’s Chief Economist, Constance Hunter heads macroeconomic research for the firm. She is known for identifying economic inflection points and providing actionable economic insights to C-suite clients and KPMG leadership. In addition to forecasting U.S. economic indicators, Constance also monitors the global economy and identifies paradigm shifts brought about by disruptive technologies. Constance is a recognized economic thought leader, who was recently named vice president of the National Association for Business Economics (NABE), from which she holds the Certified Business Economist designation. She is a regular speaker at conferences on a wide variety of macroeconomic topics and a frequent guest on all major financial media channels. With 20 years of experience in asset management before joining KPMG in 2013, Constance understands how economic data translates into financial market prices and capital flows. During her tenure in asset management she was Chief Investment Officer or Chief Economist for the majority of that time. Constance graduated with a BA in Economics and Sociology from New York University, and a Master’s of International Affairs with a concentration in international economics from Columbia University’s School of International and Public Affairs (SIPA). In addition to NABE, she is actively involved with a several economic and financial market associations including the New York Association for Business Economics, Money Marketeers, National Committee for U.S.-China Relations, and 100 Women in Finance. She is also on the board of the GallopNYC, an organization that changes lives of disabled New Yorkers by offering therapeutic horsemanship programs in six locations.

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*Ray Jacobson, Chief Investment Officer, Davidson College Ray Jacobson is the Chief Investment Officer at Davidson College, a highly selective independent liberal arts college for 1920 students located 20 minutes north of Charlotte, NC. Ray joined the college in the summer of 2008 and oversees all aspects of the college’s $800+ million endowment. Prior to Davidson, he served as the first investment officer for the Golden LEAF Foundation, a nonprofit established to increase economic opportunities in North Carolina’s rural and tobacco-dependent communities. Mr. Jacobson began his endowment career in 2001 as an Investment Manager at DUMAC, the investment office for Duke University. Earlier in his career, he worked at Bloomberg Financial Markets in Princeton, NJ and interned at Brown Advisory in Baltimore, MD. He received an M.B.A. from Duke University, an M.S. from Clemson University, and a B.A. from Rutgers University. He is also a CFA charterholder and serves on the Board of the Woodlawn School and The Pines at Davidson. Ray lives in the town of Davidson with his wife and four children. *Beth Johnson, Partner & Family Office - US Segment Leader, Mercer Investment Consulting (Updated bio to be added soon.) Beth is a Senior Investment Consultant and Leader of the Private Wealth Segment at Mercer. She currently services 6 endowment, foundation and family office clients with over $9 billion in aggregate assets under advisement. For these clients, Beth focuses on projects relating to asset allocation, investment manager selection, performance evaluation, and fund operations and governance. Beth’s prior professional experience includes work as an Investment Director for Vanderbilt University’s endowment, where she was responsible for investments across traditional equities and bonds, marketable alternatives, oil and gas and private equity. She started her investment career as an Investment Analyst at Duke Management Company, managing investment projects across all asset classes for Duke University’s endowment office. Beth attended the University of North Carolina – Chapel Hill where she completed the coursework and exams of the Ph.D. program in Economics. She holds a BA in Economics, Mathematics, Computer Science, and German from Transylvania University in Lexington, Kentucky. Beth has also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. She is a member of the CFA Institute and a past board member of the CFA Society of St. Louis and the Nashville Society of Financial Analysts. Throughout her career, Beth has remained active in her community, sitting on several not-for-profit boards of directors, previously serving as the Investment Committee Chair and then Chair of the Board for the Missouri Foundation for Health, a $1 billion healthcare foundation in St. Louis. In 2008, she received the Foundation and Endowment Money Management’s Non-Profit Consultant of the Year Award. Crystal Kadakia, Author, Millennial Myth & Founder, Invati Consulting As one of the first Millennials to represent her generation as a thought leader, Crystal provides an impactful alternative to the traditional approach of sharing ambiguous generational traits and divisive generation-specific engagement tactics. Instead, she demystifies Millennials by explaining the role digital technology has played in belief systems and workplace habits. She introduces workplace transformations that works for all talent in today’s digital world, present and future, not just Millennials. Based on a decade of research and experience, she enables leaders to create organizational performance that allows businesses to thrive in a digitally disrupted world. A Chemical Engineer turned Human Capital Strategist, Crystal provides globally relevant insight into millennials and modern workplace strategies from a truly unique perspective, representing: eastern and western culture, left and right brain thinking, female, millennial, Fortune 500 and consulting experience. After 7 years working for a global consumer product goods company as an engineer and training manager, Crystal started Invati Consulting to empower leaders to evolve people strategy from the Industrial Age to the Information Age. As an award-winning consultant, she has driven transformation in learning & development, diversity & inclusion, innovation, and leadership capability for a diverse range of organizations, including General Mills, Intel, Procter & Gamble, Wells Fargo, and Nobu Hospitality. Her book, The Millennial Myth: Transforming Misunderstanding into Workplace Breakthroughs, offers audiences a way to transform the five biggest stereotypes into workplace leverage and is being translated for global audiences to reach even more leaders. She is honored to be a two-time TEDx speaker and Power 30 Under 30, CLO Learning in Practice, and ATD One to Watch award recipient. From speaking in Norway to working in China, from industries ranging from utilities to banking & insurance to technology, Crystal offers a wide range of global insight on how digital is affecting employee productivity and engagement. She helps leaders reimagine the workplace and gives them the fundamental mindset shifts and tools to make a difference. *Kris Kapoor, Chief Investment Officer, Furman University Kristopher N. Kapoor, CFA is Chief Investment Officer at Furman University, where he is responsible for the investment oversight of the university’s endowment and debt program. Prior to joining Furman, Kris was a portfolio manager with BB&T Asset Management and pension investment manager with Michelin North America, Inc. Kris holds the Chartered Financial Analyst designation and is currently a member of the CFA Society of South Carolina. Kris earned a Bachelor of Arts degree in Business Administration from Furman University and a Master of Business Administration in International Management from the Thunderbird School of Global Management, which he earned with distinction. Christine Kelleher, Chief of Investments, National Gallery of Art Christine Zapotoczky Kelleher is chief of investments at the National Gallery of Art. Previously, Christine served as senior investment officer for Georgetown University. She assisted with the founding of Georgetown’s Investment Office in 2004 and served as acting chief investment officer in 2011. After Georgetown, Christine led investment strategy, sourcing, and evaluation for Avec Capital. Earlier in her career, she served on the executive team of the Central European University, founded by George Soros, in Budapest, Hungary. She received a BA in Russian and international relations from Bucknell University and holds MAs in Russian and East European studies and in Central European

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history from Georgetown University. Christine is a member of the finance committee of the YWCA National Capital Area, an executive officer for the Bucknell University Alumni Association Board of Directors, and an advisor to the Kayo Conference Series. She lives in Washington, DC with her husband and son. Steven R. Kim, Partner, Investment Strategy and Risk Management, Verdis Investment Management Steve Kim is a partner at Verdis Investment Management, directing investment strategy and risk management for the family office. He is an active member of the Investment Committee and has been with the firm since inception. With a focus on buyouts, marketable securities and venture capital, he has been behind investments in over 60 fund managers globally. Beyond his investment background, he brings more than 30 years of experience building and implementing operating infrastructures for venture capital and private equity firms, as well as public and private companies. Before becoming a family office investor, he helped build and lead the technology development and service delivery organizations at Orcom Solutions/Alliance Data Systems, Peopleclick, Clear Communications, Alcatel, Fujitsu and Daleen Technologies. Steve began his career at the Walt Disney Company, serving on the information technology team that helped open what is now Disneyland Paris. He earned his bachelor’s degree from the University of Central Florida and serves on the Board of Governors for the The International Baccalaureate. *Jonathon King, President & CEO, UNC Management Company Jonathon King, President & CEO of UNC Management Company, joined the Company in January 2005. In this role Mr. King is also the Chief Investment Officer of the UNC Investment Fund. Prior to joining UNC Management Co., Mr. King was the Associate Vice President and Director of Investments for Dartmouth College where he worked for sixteen years. Previously, Mr. King was an Investment Officer at New England Mutual Life Insurance Company in Boston, MA and a Senior Accountant at Price Waterhouse & Co. in Hartford, CT. Mr. King graduated cum laude from Middlebury College with a Bachelor of Arts degree in Environmental Studies. Mr. King also graduated with an MBA degree from the Amos Tuck School at Dartmouth College and is a Chartered Financial Analyst. Cory Lester, Managing Director (NYC), Morgan Creek Capital Management Mr. Lester has over thirteen years of investment experience at Morgan Creek Capital Management. He joined Morgan Creek in January 2006 as an analyst and was promoted to Managing Director, Public Investments in 2015. Mr. Lester has worked from Morgan Creek’s New York office since 2006 and during his career has focused on a variety of investment strategies across many asset classes and geographies. Beginning in 2012, he became exclusively focused on Global Equities across Morgan Creek's various investment solutions and portfolios, including becoming Co-Portfolio Manager of the Morgan Creek Global Equity Long/Short Institutional Fund (“MCGELSIF”) and the Morgan Creek Opportunity Fund (“MCOF”). Mr. Lester led the transition of both funds to the Hybrid Model in 2013 and, in 2018, the rebranding of MCOF to the Asana Global Select Fund (“AGSF”). AGSF is a more concentrated and direct version of MCGELSIF. Additionally, Mr. Lester was responsible for spear-heading Morgan Creek’s co-investment activity in the Alibaba Group during 2014 and 2015. Prior to Morgan Creek, he was a Junior Analyst for Sands Point Capital Management in New York. He graduated from Davidson College in 2005 with his Bachelor of Arts Degree in Economics. Mr. Lester is an active New York City Board Member for Street Soccer USA and lives in New York City. Jared A. Levy, Author, CNBC & FOX News Contributor Jared A. Levy has spent his entire career immersed in finance and media. He’s worked for some of the top firms and media outlets globally and has built a brand around his unique ability to distill and convey complex topics into compelling, easy to understand concepts and copy used for everything from educational materials and presentations to newsworthy editorial and online content. Jared began his career managing money for high net worth clients utilizing varied approaches that utilized a multitude of unconventional strategies including derivatives, creative real estate investments, startup funding and more. After creating his own stock and options-trading indicator, Jared quickly assumed his next role as a pit trader. As one of the youngest members of the Philadelphia Stock Exchange (PHLX), Levy became an independent market maker, trading the largest volume issue on that exchange, Dell (DELL); and by 22, was a member of the American Stock Exchange (AMEX), trading Cisco Systems (CSCO) and was one of the founding market makers in the Nasdaq-100 Trust options (QQQ) where he successfully traded thousands of options contracts and shares daily, equating to tens of millions of dollars in risk. Since 2004, Jared has been live on air as an anchor/expert fielding questions and educating viewers from around the world, unscripted and raw on several different networks. Jared has been featured in dozens of industry publications and won an Emmy for his daily finance video recap, “Trader Cast.” He became a CNBC Fast Money contributor in 2008 and also appears regularly on Bloomberg, Fox, Fox Business, and other major networks around the world. He is regularly quoted by trade publications and reputable news outlets. Jared served as Senior Derivatives Strategist for PEAK6 Investments focusing on the newly formed Options News Network and OptionsHouse, where he hosted and was the resident expert on several shows. Jared also managed the “Whisper Trader” earnings tracking service and created viral online content for Zacks Investment Research. Jared’s first book entitled ‘Your Options Handbook’ was released in April 2011 by Wiley Publishing; it is a practical road map and detailed strategy guide to understanding and trading the equity and derivative markets in grainy detail, with a robust strategy guide and contributions from Denise Shull (Billions), and the late trading psychologist Mark Douglas. His second, ‘The Bloomberg Visual Guide to Options’ was released in February 2013 by Bloomberg Financial/Wiley; the Bloomberg guide is a more advanced visual reference guide and trading manual that was also used internally at Bloomberg. More recently, Levy has focused heavily on disruptive content and research, partnering with Westwood on its new product and technology initiatives.

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*Don Lindsey, Chief Investment Officer, American Institutes for Research Don joined the American Institutes for Research in November 2014 in the role of chief investment officer. Prior to joining AIR, he was the chief investment officer for The George Washington University where he was responsible for management of the university’s $1.5 billion endowment for eleven and a half years. In 2000, Don formed the University of Toronto Asset Management Corporation which managed the university’s endowment, defined benefit plan and operating funds. He began his investment career with the University of Virginia where he served as investment analyst, senior investment officer, assistant director of investments and director. Don earned a Bachelor of Arts in Political Science from Virginia Tech, a Master of Business Administration from James Madison University and a Master of International Policy and Practice from The George Washington University. He is a CFA charter holder and a member of the Washington CFA Society. Don is a member of the investment advisory committee of the Virginia Retirement System. *Angela Moss, Director, Public Investments, UNC Management Company Ms. Moss is a Director of Investments focused primarily on all asset classes across the Public Portfolio including Global Equity, Fixed Income, and Diversifying Strategies across all geographies (developed and emerging), and across all structures (hedge funds, long-only). She is also a Portfolio Manager for the Intermediate Pool. Prior to joining UNCMC in 2006, Angela began her career in Boston where she worked for eight years. Most recently she was a Co-Portfolio Manager and Research Analyst for Hale and Dorr Wealth Advisors. Before Hale and Dorr, she worked in investment banking where she assisted in origination, structuring and execution of corporate finance transactions and advisory services, including mergers and acquisitions, restructurings, and equity offerings. She began her career as a consultant to investment firms at PricewaterhouseCoopers. Angela is currently the Chair of the East Carolina University Board of Visitors and is the Immediate Past Chair of the Alumni Association and is the Chair of that Board’s Investment Committee and is a member of the Foundation Board’s Investment Committee. She is a member of 100 Women in Hedge Funds and launched their North Carolina chapter. She is also a member of the Triangle Community Foundation’s Investment Committee. Angela holds the Chartered Alternative Investment Analyst (CAIA) designation and she received a B.S. in Business Administration and a M.S. in Accounting with a Tax Concentration from East Carolina University, where she was Student Body President and on the Board of Trustees. *Muthu Muthiah, Chief Investment Officer, Group Health Foundation Muthu is the Chief Investment Officer at Group Health Foundation. Prior to Group Health Foundation, Muthu was responsible for the investment strategy, analysis, and manager selection within the Private Equity and Natural Resources portfolios for Emory Investment Management. The Private Equity portfolio includes buyout, growth and distressed investments and Natural Resources is a diversified portfolio of energy, timber, real estate, and commodities. Prior to joining Emory, he was Head of Private Markets and oversaw the private market portfolio at Covariance Capital Management, an outsourced CIO firm that invests on behalf of endowments and foundations. Prior to Covariance, he was an Associate Director of Investments at Spider Management Company, the University of Richmond’s investment management company, where he led strategy and manager selection for private equity, real estate and all asset classes within emerging markets. His background also includes time as a Portfolio Manager at the Florida State Board of Administration and a Senior Analyst at RSM Equico. Muthu has a BHM from Mangalore University and an MBA from Rollins College. Kate Nevin, Managing Director, TSWII Kate is Managing Director at TSWII, a multi-client Family Office based in Chattanooga, TN and is responsible for portfolio management, investment research, fund monitoring, and client relations. Prior to joining TSWII, Kate was an analyst with Lehman Brothers, New York City, in the Equity Prime Brokerage Division with a focus on hedge fund sales. She is a member of 100 Women in Hedge Funds and a member of the Southeastern Hedge Fund Association. Kate has received the CAIA (Chartered Alternative Investment Analyst) designation. Kate is the Founder and Board Chair of Charleston, SC non-profit, Enough Pie. Enough Pie uses creativity to connect and empower the community of the Upper Peninsula. Kate also serves as Chair of the National Advisory Board of the Ackland Art Museum in Chapel Hill, NC. Kate received a Bachelor of Arts degree from the University of North Carolina at Chapel Hill in 1999 and completed The Executive Program of the University of Virginia’s Darden School of Business in June 2004. Kate is also a 2014 Riley Institute Fellow (Diversity Leadership). She lives just outside of Charleston, SC with her husband and three children. *Dan Parker, Deputy Chief Investment Officer, Texas Tech University System Dan Parker is the Deputy Chief Investment Officer for Texas Tech University, and is based in Austin, Texas. In this role, he shares broad responsibility for policy, strategy, asset allocation, structure and processes across the organization and the portfolio, in addition to driving the endowment’s investments in public and private equity, diversifying and absolute return strategies, real assets and natural resources. Before relocating to Austin to join Texas Tech, Dan worked in New York as an Investment Officer with Helmsley Charitable Trust, as a Vice President in private equity with BlackRock and as an Associate in investment banking at Citigroup. He began his career serving as a US Marine, where he commanded infantry and reconnaissance units. He holds degrees from Tulane University and The College of William and Mary. Fernando Pontaza, Co-Founder & Managing General Partner, Invariantes Fund Co-Founder and Managing General Partner of Invariantes Fund, Guatemala’s first homegrown, early stage, Venture Capital Fund. He sits on the board and advises many of the fund’s portfolio companies as well as 1517 Fund, a Peter Thiel-backed venture capital firm making sector

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agnostic, early stage investments in young entrepreneurs. He’s a founding member of Guatemala’s Venture Capital Association whose goal is to further the local ecosystem. For over 7 years he’s also managed a family office’s multi-asset class portfolio delivering out-performance with better risk metrics. *Mark E. Roberts, Chief Investment Officer, Ironsides Asset Advisors Mark E. Roberts, CFA serves as the Chief Investment Officer for Ironsides Asset Advisors, LLC, as well as a Managing Director for the Tuscarora Company (a family office). Immediately preceding that, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the State of North Carolina. Additionally, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments and foundations in both asset allocation, manager due diligence and portfolio construction. Earlier in his career, Mr. Roberts served as Director of Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University. Mr. Roberts serves on the Wake Forest Institute for Regenerative Medicine Philanthropic Advisory Board. Mr. Roberts is the past Chairman of the Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and the American Finance Association. Mr. Roberts has served on multiple non-profit boards. Robby Rockey, EVP & Investment Committee Member, FDL Energy Mr. Rockey serves as Executive Vice President – Corporate Development at Fleur de Lis Energy where he oversees the firm’s Operations, Exploitation, Land, and Investor Relations functions. Additionally, he is a member of the firm’s investment team and valuation committee. Mr. Rockey has over 15 years of experience sourcing and evaluating potential acquisition opportunities, evaluating marketed and unsolicited transactions from $500K-$1B in every major North American oil and gas basin. Prior to Fleur de Lis Energy, he served as Business Development Manager of Urban Oil & Gas Group, L.L.C., evaluating over 100 transactions and playing an integral role in the investment of the company’s first two funds. Mr. Rockey began his career at Merit Energy Company where he served in a variety of operations and acquisitions roles. He graduated with a BS in Mechanical Engineering from the University of Oklahoma in 2005 and an MS in Finance from the University of Texas-Dallas in 2010. Mr. Rockey is a member of the University of Wyoming’s EORI Technical Advisory Board. *Anne Shelton, Chief Investment Officer, American Trading and Production Corporation (Atapco) Anne Shelton joined Atapco, a multi-generational single family investment company, as Chief Investment Officer in July 2017. Previously, Ms. Shelton was Deputy Chief Investment Officer of American Red Cross and led the team investing in all types of alternative investments including private equity, distressed debt, real estate, real assets, and hedge funds. Prior to working at American Red Cross, Anne was Director of Absolute Return at Cornell University and worked at McKinsey in the Corporate Finance and Strategy Practice. Anne serves on the board and finance/investment committee of YWCA National Capital Area. A CFA charterholder, Anne is active in the CFA Society of Washington DC where she has served as a board member, on the programming committee, on the nominating committee, and currently serves on the finance committee. Anne earned a B.S. with distinction in Operations Research & Industrial Engineering from Cornell University and a M.B.A. with distinction in Finance and Marketing from New York University Stern School of Business. *Valerie J. Sill, President & CEO, DuPont Capital Management Valerie J. Sill, CFA, CAIA is President and CEO of DuPont Capital Management (DCM) and serves as its Chief Investment Officer. She is responsible for overseeing the investment of more than $25 billion in assets held by DuPont Company plans and external clients. DCM manages assets across nine different asset classes using a value-based investment approach that combines valuation and risk control disciplines designed to produce risk-efficient excess returns that satisfy its clients’ investment objectives. Prior to joining DCM in April 2004, Ms. Sill was Executive Vice President at The Boston Company. There she chaired the Equity Policy Group and was the Director of Large Cap Value strategies. She was a dual officer with Dreyfus, also a Mellon company, where she managed the Dreyfus Premier Core Value mutual funds. In addition to her work at The Boston Company and Dreyfus, Ms. Sill formed and chaired Mellon’s Research Forum to foster collaboration among investment professionals from each of Mellon’s investment management subsidiaries. Ms. Sill started her career in asset management with State Street Research & Management Company as a Health Care and Utilities analyst and later joined Investment Advisors in Minneapolis as a senior analyst. Ms. Sill is a member of the Board of Trustees of Longwood Gardens and chairs its Investment Committee. Ms. Sill is a Trustee of the Christiana Care Health System and chairs its Investment Committee. Ms. Sill served a three-year term on the Federal Reserve Bank of Philadelphia’s Economic Advisory Council. Ms. Sill was awarded a Bachelor of Arts degree, magna cum laude, in Economics and Philosophy from Wellesley College. She was elected to Phi Beta Kappa and was a Durant Scholar. She holds an MBA from Harvard University and was awarded both the CFA and CAIA charters. *Donna L. Snider, Managing Director, Kresge Foundation Ms. Snider joined The Kresge Foundation in 2009. Donna has responsibility for evaluating investment opportunities across all asset classes as well as oversight for the internal trading activity. Prior to joining Kresge, Donna was a director in the Global Markets and Investment Banking division of Merrill Lynch in New York. During her seven years with Merrill Lynch, she covered institutional investors for structured credit, rates and equity products, as well as corporate issuers for their balance sheet hedging activity. Prior to Wall Street, Donna was a pension

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actuary with Towers Perrin (now Towers Watson) in Chicago. Donna is a member of the board of the Presbyterian Villages of Michigan Foundation and heads the investment committee for First Foundation. She also currently serves on several advisory committees for various private partnerships. Donna earned her MBA with concentrations in accounting and analytical finance from the University of Chicago Booth School of Business; she holds a Bachelors of Science in Mathematics from the University of Notre Dame, Magna Cum Laude, Phi Beta Kappa; professional designations include CFA charter holder and an Associate of the Society of Actuaries. *Mark Steed, Chief Investment Officer, Arizona PSPRS Trust Mark Steed is Chief Investment Officer for Arizona PSPRS, a public pension plan with approximately $9 billion in AUM. Over the last 10 years at Arizona PSPRS, Mr. Steed has managed Private Equity, Venture Capital, Absolute Return, Opportunistic Credit, Public Equity, Global Trading Strategies and Real Estate portfolios. His creative approach and notable performance across disparate asset classes won him recognition as a “Rising Star” by Money Management Magazine and, later, “Asset Allocator of the Year” by Institutional Investor. Mr. Steed recently concluded a four-year stint as a forecaster for the distinguished Good Judgment Project, led by Dr. Phil Tetlock at UPenn, and recently published the first guest-post on the popular decision science blog Farnam Street. Prior to Arizona PSPRS, Mr. Steed worked in Banking at JPMorgan Chase. Mr. Steed graduated with a Masters of Science degree in Predictive Analytics from Northwestern University. He also has an MBA from Thunderbird’s School of Global Management (Jost Henkel Scholar) and received his BA (with honors from Sigma Iota Rho) in Latin American Studies and Business Management from Brigham Young University. *Andrea Szigethy, Founder & CEO, The Investment Institute, LLC Andrea is the Founder and CEO of The Investment Institute, an educational membership organization founded in 2008, for investors and managers. Previously, Andrea Szigethy was a Principal 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. Andrea is one of the founding members of the North Carolina Chapter of 100 Women in Finance. Andrea also is a member of the Development Committee at Hope Reins of Raleigh, a wonderful Ranch where struggling kids, aged 5-18, find hope and healing from emotional traumas including the death of a parent, abuse of any kind, anxiety, etc. by working with equine counselors. Andrea also holds a position on the board of The Morgan Creek Foundation as well as on the Advancement Committee for the Hill Learning Center located in Durham, NC who provides services to children who have learning differences. Prior to joining Morgan Creek, Ms. Szigethy was the President of NMS Management, Inc., an educational investment conference company providing unbiased forums for endowments, foundations, family office executives and high net worth individuals. Ms. Szigethy spent six years at NMS in positions of increasing responsibility, concluding in her role as President of the firm. She managed all aspects of conference production, research and development, sales, marketing and relationship management. Prior to NMS, Ms. Szigethy had six years of conference management to include supervision and development across marketing and operations functions in multiple market sectors including the healthcare, biotech and pharmaceutical industries. Ms. Szigethy received her Bachelor of Arts Degree with a dual concentration in Business Administration and Psychology from the State University of New York at Albany and continuing credits towards a Master of Arts in Social Work from Adelphi University. *Daniel Ward, Chief Investment Officer, Virginia Tech Foundation Mr. Ward joined the Virginia Tech Foundation in April 2008 where he serves as its Chief Investment Office - Endowment. He leads all aspects of managing the Foundation’s portfolio including manager and investment selection and setting asset allocation policy. Almost 50% of the portfolio is invested internationally including a mix of niche and direct investments. The Virginia Tech endowment performance consistently ranks in the top 25% of its peers and was honored by Institutional Investor as the top mid-sized endowment of 2011. The Foundation currently oversees approximately $1.7 Billion in operating funds and long-term endowment funds which support Virginia Tech University. Prior to joining Virginia Tech he was the director of research for Integritas Advisors, a family office, from July 2004 – April 2008. Mr. Ward holds a BBA from The University of Michigan Business School, a MBA from The University of Florida Warrington College of Business and is a CFA charterholder. Elizabeth Weindruch, Managing Director, Barings Elizabeth Weindruch is a member of Barings Alternative Investments, a global real estate, private equity and real assets platform. Elizabeth is a part of the Funds & Co-Investments team and is responsible for originating and underwriting funds and co-investments in North America and Latin America. Prior to joining the firm in 2015, she was with the Wells Fargo Investment Institute where she led the strategy, due diligence, implementation and support efforts for private equity and private real estate products across the alternative investments platform. She also held various private equity roles at Citi Private Bank, Brooke Private Equity Associates and Investor Group Services. Elizabeth holds a B.A. in Political Science from Davidson College. Grant Williams, Author, Things That Make You Go Hmmm… Much to his chagrin, Grant Williams has reached 30 years in finance. Over that period, he has held senior positions at a number of Investment banks and brokers including Robert Fleming, UBS, Banc of America and Credit Suisse in locations as diverse as London, Tokyo, New York, Hong Kong, Sydney and Singapore. From humble beginnings in 2009, Things That Make You Go Hmmm.. has grown to become one of the most popular and widely-read financial publications in the world. Grant is a senior advisor to Vulpes Investment Management in Singapore, an advisor to Matterhorn Asset Management in Switzerland and also one of the founders of Real Vision Television—an online, on-demand TV

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channel featuring in-depth interviews with the brightest minds in finance. A regular speaker at investment conferences across the globe, Grant blends history and humour with keen financial insight to produce unique presentations which have been enthusiastically received by audiences wherever he has traveled. Eric Woo, Head of Institutional Capital, AngelList As Head of Institutional Capital at AngelList, Eric works with capital partners looking to access the venture platform through structured, systematic, and data-driven programs. Over the last 10 years, Eric has led or helped in the the deployment of over $160 million into the venture capital asset class, as a fund and direct co-investor. Notably, he played a key role in establishing the emerging manager programs at Top Tier Capital and Northgate Capital. An entrepreneur at heart, Eric is passionate about empowering the next generation of early-stage venture investors. Eric graduated with a B.S. degree in Mechanical Engineering from UC Berkeley and has been a CFA charter holder since 2004. When he is not working, he enjoys playing golf, traveling, and spending time with his wife and daughter. Veronica Wu, Managing Partner, Hone Capital Ms. Veronica Wu is the Founder of Hone Capital, a venture firm launched in 2015 with initial backing provided by an overseas investment firm. Ms. Wu led their international effort investing over $200M through a unique model that leverages machine learning and a distributed network of syndicate leads. Hone invests in a high volume of early stage and selective growth stage companies primarily in Silicon Valley via a unique distributed syndicate lead network of operator-angels, technical advisors and micro-fund managers. Today, Hone Capital manages over $300M of capital for its original backer as well as other institutional investors and invested in over 350 companies. Since it’s initial investing activities which started four years ago, Hone has already realized five unicorns from its early stage portfolio. From the growth portfolio, Hone has had the unique access to invest in rounds of companies such as Guardant Health which had a successful IPO in October 2018 and others such as Transferwise and Stripe. The fundamental goal for Hone is to in invest in a diversified portfolio in both early stage companies where there is already a high quality lead investor and selectively in later stage companies allowing it to deliver a strong and yet consistent return from venture. Ms. Wu was elected to the Board of Directors of VF Corporation in March 2019. Prior to Hone Capital, Ms. Wu served as Vice President of Tesla Motors overseeing its China Operations, and drove the launch of the company’s first car into China market in 2014. Prior to Tesla, Ms. Wu led the launch of Apple’s Education and Enterprise business in China from 2006-2013, growing it from inception into a multi-billion dollar business. Previously, she held senior positions at Motorola and McKinsey & Company. Ms. Wu holds a BS from Yale University in Applied Mathematics, and an MS & PhD in Industrial Engineering Operations Research from UC Berkeley. *Mark W. Yusko, CEO & Chief Investment Officer, Morgan Creek Capital Management Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, a member of the DukeEngage National Advisory Board at Duke University, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of Investment Committee of the Morgan Creek Foundation. Peter Zeihan, Geopolitical Strategist & Author, The Accidental Superpower/Absent Superpower Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future. Over the course of his career, Peter has worked for the US State Department in Australia, the DC think tank community, and helped develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Peter founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military. Peter is a critically acclaimed author whose books — The Accidental Superpower and The Absent Superpower — have been recommended by Mitt Romney, Fareed Zakaria and Ian Bremmer. Peter is also a highly sought after public speaker. With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types.

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MEMBERSHIP INFORMATION

Andrea Szigethy, Founder & CEO, The Investment Institute Donna Holly, President, The Investment Institute Phone: 919.619.3265 Phone: 646.554.8800 Email: andrea.szigethy@theinvestmentinstitute.org Email: donna.holly@theinvestmentinstitute.org

General Inquiries: Website: www.theinvestmentinstitute.org / Email: admin@theinvestmentinstitute.org

MEETING LOGISTICS

IMPORTANT! PLEASE REGISTER YOUR ATTENDEE(S) FOR THE FALL FORUM – THIS IS DIFFERENT THAN YOUR MEMBERSHIP REGISTRATION! If you have already registered your firm or family for your annual Membership through the Membership Registration Form but have not yet submitted the Attendee Registration Form for each person planning to attend the Fall conference, please do so as soon as possible! The Attendee Registration Form link was provided in the auto confirmation email you should have received from admin@theinvestmentinstitute.org when you registered for Membership. If you cannot locate the link, please email us and we will be happy to forward it to you! *We need to receive an Attendee Registration Form from every Member, Speaker, Sponsor and Investor Client Guest. (For details on Investor Client Guests and other conference info, please visit: https://theinvestmentinstitute.org/fall-2019-event-info/). DOWNLOAD OUR NEW EVENT APP ON YOUR MOBILE DEVICE / DELETE & RE-ADD IF YOU HAVE IT ALREADY! Please search the App Store or Google Play to add “The Investment Institute” app to your mobile device. If you already had the app, please delete and re-add it so that you will have the updated version with your personal profile going forward – otherwise you will only have access to old data. The app will request that you log in with your name and email address (this contact info will not be shared with anyone) – we highly suggest that you do so as we will continue to add features to the app as they become available to us and some will only be available to you if you create your own profile in the app. Use the menu guide on the home screen to view the agenda, speaker bios, white papers, presentations, sponsor information and much more! Agenda details and other items will be added to the App as they become available. Please note: Allowing the app to send you notifications will ensure you receive any onsite updates as well. MEETING VENUE AND CLOSEST AIRPORT: The Fall Investment Institute Forum will take place at The Umstead Hotel & Spa in Cary, NC. If using a GPS Navigation System, please use the following address for the Umstead Hotel: 5 SAS Campus Drive, Cary, NC 27513. The Umstead Hotel is a 10-minute drive from the Raleigh-Durham International Airport (RDU). HOTEL ACCOMMODATIONS – PLEASE BOOK ASAP: All attendees are responsible for their own travel reservations and hotel accommodations. The Umstead Hotel (our conference venue) is offering discounted room rates for a limited time and we anticipate the room block will sell out very quickly. Please click here to reserve a room in the Umstead’s discounted room block. Another option nearby is the Embassy Suites. Please click here to reserve a room in the Embassy Suites’ discounted room block. TRANSPORTATION BETWEEN RDU AIRPORT AND THE UMSTEAD HOTEL: Individuals are responsible for arrangement and payment of their own travel to and from the forum. Taxis are available outside of baggage claim at RDU Airport. Click here for RDU Airport Ground Transportation Information. Additional private transportation options include RDU Taxi at 919.840.7277 and Carolina Livery at 919.957.1111. You can also contact The Umstead Hotel concierge at 919.447.4000 to assist with any questions or requests. SUGGESTED ATTIRE: Business casual attire is suggested for the conference on October 24th and 25th as well as the dinner on October 24th. IMPORTANT POLICY NOTES: The Investment Institute reserves the right to qualify any attendees registering for this event. There will be no refunds for cancellations or no-shows. You may substitute a participant from your own or a similar organization. MEDIA & PRESS: Media and Press are not permitted at The Investment Institute Forums.

CPE CREDITS OFFERED

The Investment Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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UPCOMING 2020 FORUMS!

The Winter Investment Institute Forum February 24-25, 2020 Barings Headquarters

Charlotte, NC (Open to Current Members & Non-Members)

Limited seating will be available on a first come first served basis for up to 150 attendees.

Discounted registration fees available for current TII Members. _____________________________________________________________________________________

The Spring Investment Institute Forum

May 18-19, 2020 The Carolina Inn

Chapel Hill, NC (Membership Required to Attend)

_____________________________________________________________________________________

The Fall Investment Institute Forum October 26-27, 2020

The St. Regis Hotel Atlanta, GA

(Membership Required to Attend) _____________________________________________________________________________________

For More Information on Joining our Community

www.TheInvestmentInstitute.org

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For More Information on Joining our Community www.TheInvestmentInstitute.org