Annual Connect: Event Planning, Strategy and Logistics

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Annual Connect was established in August of 2010 as a specialized investment conference consultant who provides program management services to money managers, non-profits, and other organizations. Since our inception we have launched our own educational forums, roundtables and summits on various industry topics that are relevant to the current financial markets. We launched “The Investment Institute,” a membership association, providing a unique educational and networking platform for senior investment decision makers from leading endowments, foundations, pensions, sovereign wealth funds, family offices, high net worth individuals, asset management firms, consultants, RIAs, financial advisors and other academic and investment professionals. The Investment Institute is dedicated to educating its participants on the latest developments and trends in the financial marketplace through high level programming and was created to bring investment professionals together for conversation, debate, problem-solving and networking. Our distinguished speaker faculty, panelists and facilitators have the expertise and knowledge to present various educational topics on the current economic environment and are very familiar with the perspectives of both the individual and institutional investor. The Investment Institute has designed a series of programs (Spring & Fall Forums) representing high-level strategic sessions including interactive panel discussions and keynote presentations led by visionaries in our industry. Our forums will provide further opportunities to strengthen relationships with colleagues and sharpen the understanding of critical factors in both long and short-term investing.

Our Upcoming Investment Programs
The Fall Investment Institute Forum & Roundtable
November 14-15, 2016
The Salamander Resort & Spa, Middleburg, VA

The Spring Investment Institute Forum
May 22-23, 2017
The Umstead Hotel, Cary, NC


  For more information on our event management services
or speaking/sponsorship opportunities on our upcoming programs
please contact:

Andrea Szigethy
Phone: 919.442.6200

Donna Holly
Phone: 646.554.8800

Annual Connect, LLC
301 W. Barbee Chapel Road, Suite 200
Chapel Hill, NC 27517