Agenda
3:00pm – 3:10pm |
REGISTRATION |
3:10pm – 3:20pm |
INTRODUCTORY REMARKS Serena P. Hallowell, Partner, Labaton Sucharow llp |
3:20pm – 4:30pm |
PANEL DISCUSSION: ASSET ALLOCATOR Introduction by Karen Grenon Assistant General Counsel, State of Connecticut Retirement Plans and Trust Funds, Office of the Treasurer 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-led 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: CAROLINA DE ONIS ELLEN HUNG, CFA DANITA JOHNSON CHAVON SUTTON MODERATOR: MEREDITH A. JONES |
4:30pm – 4:35pm |
SPOTLIGHT: LABATON SUCHAROW'S WOMEN'S INITIATIVE Carol C. Villegas, Partner, Labaton Sucharow llp |
4:35pm – 4:55pm |
COFFEE BREAK |
4:55pm – 6:05pm |
PANEL DISCUSSION: MANAGERS Introduction by Karen Grenon Assistant General Counsel, State of Connecticut Retirement Plans and Trust Funds, Office of the Treasurer This panel will discuss some of the challenges that women and minority-led 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: NILI GILBERT, CFA, CAIA ANGELA MATHENY ELLEN B. SAFIR, CFA LAUREN TAYLOR WOLFE MODERATOR: MARILYN R. FREEMAN |
6:05pm – 6:10pm |
CLOSING REMARKS Marisa N. DeMato, Partner, Labaton Sucharow llp |
6:10pm – 7:30pm |
COCKTAIL RECEPTION |