2018 Institutional Investing in Women and Minority-Owned Investment Firms

SHORTLISTED

"Best Gender Diversity Initiative by National Firm (North America)," Euromoney LMG

"Outstanding Firm for Diversity and Inclusion," Chambers USA Diversity & Inclusion Awards

FOUR SEASONS HOTEL
September 28, 2018

Join us as we explore current trends in this space, compelling reasons to include diverse managers in a portfolio, and ways to improve visibility for diverse managers.

PANEL DISCUSSION: ASSET ALLOCATOR

This panel will discuss the opportunities and obstacles for getting access to MWBE managers. What are the current trends in this space? Is it difficult to find women and minority-owned firms for institutional portfolios? What do the financial returns of these managers look like compared to mainstream? Do allocators provide seed money? How does the selection process work? How are managers sourced? What are the optimal ways to get funding?

PANELISTS:

CORINNE T. BABCOCK
President, Appointed Commissioner, Los Angeles Fire and Police Pensions

LAURIE MARTIN
Chief Investment Officer, Connecticut Retirement Plans and Trust Funds

SHERYL MEJIA, CFA
Director of Emerging Managers, New York State Common Retirement Fund

ANGELA MILLER-MAY
Chief Investment Officer, Chicago Teachers' Pension Fund

MODERATOR:

MEREDITH A. JONES
Partner & Head of Emerging Manager Research, Aon

PANEL DISCUSSION: MANAGERS

This panel will discuss some of the challenges that women and minority-owned firms face in obtaining allocations from institutional investors, including improving diverse managers' visibility in the space, difficulties in obtaining first funding, catalysts for success and best practices in building a business.

PANELISTS:

MARILYN R. FREEMAN
Principal & Manager, Capital Prospects LLC

MARY LISANTI, CFA
President, Portfolio Manager, and Managing Member, Lisanti Capital Growth, LLC

MARY PUGH
CEO & Chief Investment Officer, Pugh Capital Management, Inc.

SUSAN WEBB
President/CIO, Appomattox Advisory, Inc.

MODERATOR:

SAFIA B. MEHTA, CFA
Managing Director, Outsourced Solutions, Manager Analysis Services 

PROGRAM CO-CHAIRS:

Serena P. Hallowell, Partner, Labaton Sucharow LLP

Carol C. Villegas, Partner, Labaton Sucharow LLP

Marisa N. DeMato, Partner Labaton Sucharow LLP

For information about our 2019 event, click here.