Investment Institute LLC is a boutique, woman-owned educational conference provider that offers intimate roundtable discussions, allocator investment huddles, and member forums for senior investment decision-makers. Their events bring together leading endowments, foundations, pension funds, healthcare institutions, insurance companies, family offices, consultants, and asset managers to foster collaboration and friendship within the investment community.
Founded in 2008 as The Investment Institute, the company aims to educate institutional investors and managers in North Carolina and the surrounding southeastern states. With a focus on real-time industry practices and critical factors impacting long-term investment ideas, Investment Institute LLC helps investors make more informed portfolio decisions by facilitating in-person connections and confidential knowledge sharing among peers.
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