This private event will be hosted at no cost to attendees.
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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?
CORINNE T. BABCOCK
President, Appointed Commissioner, Los Angeles Fire and Police Pensions
Chief Investment Officer, Connecticut Retirement Plans and Trust Funds
SHERYL MEJIA, CFA
Director of Emerging Managers, New York State Common Retirement Fund
Chief Investment Officer, Chicago Teachers' Pension Fund
MEREDITH A. JONES
Partner & Head of Emerging Manager Research, Aon
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.
MARILYN R. FREEMAN
Principal & Manager, Capital Prospects LLC
MARY LISANTI, CFA
President, Portfolio Manager, and Managing Member, Lisanti Capital Growth, LLC
CEO & Chief Investment Officer, Pugh Capital Management, Inc.
President/CIO, Appomattox Advisory, Inc.
SAFIA B. MEHTA, CFA
Managing Director, Outsourced Solutions, Manager Analysis Services
Serena P. Hallowell, Partner, Labaton Sucharow LLP
Carol C. Villegas, Partner, Labaton Sucharow LLP
Marisa N. DeMato, Partner Labaton Sucharow LLP