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2019 DEMF Agenda

1:00pm - 1:30pm 

Registration/Check-In
 
1:30pm - 1:40pm
Welcome & Overview
The landscape for diverse and emerging managers is evolving and many firms are on the cusp of entering the "graduation" phase while some are in the beginning stages of growth. Hear from plan sponsors, industry practitioners, and policymakers on ways to position your firm to remain competitive. 

1:40pm - 2:40pm

Endowments, Foundations & Diversity
Gain insight into the ways different foundations approach their manager selection process and what they expect from managers in the pipeline. Foundations come in all shapes and sizes from small family foundations to regional community foundations to large national independent foundations, and their pathways to identifying and selecting managers are equally varied. Hear from a panel of foundation representatives who are committed to both mission and performance in advancing investment objectives and learn ways of differentiating your approach to engaging them.


       Moderator: Erika Davies, Founder, Racial Equity Assest Lab
Patricia P. Baum, Chair, Investment Committee, Baltimore Community Foundation

Matthew D. Gallagher, President and CEO, Goldseker Foundation
  Tracy Kartye, Director of Social Investments, Annie E. Casey Foundation

 
2:50pm – 3:00pm
Where Are We Now with Terra Maria
Learn more about Maryland’s own retirement system emerging manager program and get programmatic updates from Baltimore’s mayor, Catherine Pugh.

       Mayor Catherine Pugh, City of Baltimore

 
3:10pm - 4:10pm
Pension Plans Update - Strategy, Trends & Diversity
Pension Plan CIOs and administrators will discuss current strategies to increase diversity within their asset management teams and how emerging asset firms can work with pension plans in a mutually beneficial way.

Moderator: Donna Sims Wilson, President, Smith Graham Investments and NASP Board Chair
        Andrew Palmer, Chief Investment Officer, Maryland State Retirement System
        Robert Holley, Pension Plan Administrator, Prince George’s County, Maryland
Christopher DiFusco, Chief Investment Officer, Philadelphia Board of Pensions & Retirement‚Äč
4:10pm – 4:25pm
Program Break

4:30pm - 5:30pm
Preparing for Market Downturns
Recent economic indicators suggest that the United States may be headed for a recession within the next two years. Emerging firms tend to be disproportionately affected during market downturns. Is your firm ready to weather any market difficulties that come your way? Our panelists will discuss how emerging firms can best position and prepare themselves to handle adverse market conditions. 

 
        Moderator – Tina Byles Williams
        Randall Eley, CEO, Edgar Lomax
       Les Bond, CEO, Attucks Asset Management
        Kenneth Holley, CEO & Portfolio Manager, Haven Global Partners
 

5:30pm – 5:40pm
Closing Remarks
5:30pm to 8:00pm

Kick-Off Reception
   Mayor Catherine Pugh, City of Baltimore

Book your hotel room by December 26th !
Baltimore Marriott Waterfront


Click here to register for the 2019 Diverse and Emerging Manager Forum.