About the NC Investment Roundtable
The NC Investment Roundtable was established in 2008 to bring together local
investment professionals in North Carolina to discuss and debate current market
conditions in an informal setting. The NC Investment Roundtable is similar to a
think tank brainstorming group where senior investment professionals collectively
discuss challenges faced within their organization while spending time with industry
professionals in the North Carolina community.
The NC Investment Roundtable is dedicated to providing a unique educational and
networking association between local North Carolina endowments, foundations,
pensions, high net worth individuals, family offices and the investment management
community. The purpose is to educate investors on the latest developments and
trends in the financial marketplace through high-level strategic discussions with
industry peers. The roundtable is intended to frame the new investment landscape
by encouraging all participants in attendance to outline key issues in the financial sector
and suggest ideas to spark conversations with one another. The facilitator’s role is
to lead the group to discuss long-term plans and views on strategic allocations
and tactical changes to enhance returns going forward.
October 2, 2012
The 5th Annual NC Investment Roundtable
Time and Location: TBA
Contact us for more information
October 4, 2011
The 4th Annual NC Investment Roundtable
The Rizzo Conference Center
(click and download pdf from past event)
October 1, 2010
The 3rd Annual NC Investment Roundtable
The Umstead Hotel
(click and download pdf from past event)
October 1, 2009
The 2nd Annual
NC Investment Roundtable
The Rizzo Conference Center
(click and download pdf from past event)
October 1, 2008
The 1st Annual
NC Investment Roundtable
(click and download pdf from past event)
Contact Us
For more information on how to get involved as a participant
at the next NC Investment Roundtable, please contact:
Andrea Szigethy
919.933.4004 ext. 8077
aszigethy@morgancreekcap.com