Annual Connect: Event Planning, Strategy and Logistics

Annual Connect Logo


Annual Connect was established in August of 2010 with a vision of offering specialized conference consultation and program management services to Morgan Creek Capital Management’s investment managers, current clients and friends of the firm who are looking to create and implement conferences, annual meetings and other educational programs for their own investors, clients or board members, etc. In addition, Annual Connect also produces and hosts its own educational forums, roundtables and summits on various industry topics that are relevant to the current financial markets. We are the administrative arm that processes registrations and payments and works on all program management services including The Investment Institute (TII) as well as the iCIO Investment Summit.

When you outsource your program to Annual Connect we work as an extension of your team to provide event planning services and strategic conference planning advice. We take the entire process off your plate allowing you to focus on your core business functions. We are professionals with over 20 years of experience in conference production who will manage your meeting from start to finish. By hiring Annual Connect you are freeing yourself from having to manage the hotel planning, logistics, payments, food and beverage, invitations, online registration process (RSVP’s) as well as all onsite administration. We eliminate the stress for you “behind the scenes” on event day allowing you to host, mingle and network with your clients and prospects. We will coach you on developing your agenda, topics, speaker and sponsor communication, and other networking activities that fit within your budget and guidelines to meet the expectations that you have for your program. Our number one focus is to make your firm look top notch and extremely professional! Everything we do for your organization will be personalized and customized to your needs. We will ensure that every detail has been thought through to make you look amazing to your client base.

Our 2016 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 2017
Location and Dates TBA


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

Andrea Szigethy
Annual Connect, LLC
301 W. Barbee Chapel Road, Suite 200
Chapel Hill, NC 27517
Phone: 919.442.6200
Fax: 919.933.4048

Donna Holly
Phone: 646.554.8800