Emerging and Diverse Manager Forum



Mark your calendar for the 2018 Emerging Manager Forum and Reception
Friday, January 26, 2018
Marriott Marquis
Houston, TX



NASP Emerging and Diverse Manager Forum Held in Conjunction with 2017 Kick-Off Reception in Los Angeles


In January 2017, 
plan sponsors and industry practitioners shared their experiences and insight to NASP members seeking to enter the next stage of growth for their firms. Topics included Flipping the Switch: Emerging Manager Successes; Get Your Firm Ready: Defined Contribution Plans; and Rebalancing Act: Opportunities for MWBE Firms with speakers including: 
Joseph Kelly, Treasurer and Tax Collector, Los Angeles County; Kenneth Simril, Trustee, LACERA; and June Kim, Director, Global Equity, CalSTRS.


In addition, attendees received a timely update on  NASP-USAID Investment Partnership to Mobilize Institutional Investors To Develop Africa’s Infrastructure (MiDA).  Click HERE to view photos.

2017 Agenda

The landscape for emerging and diverse managers is evolving and many firms are on the cusp of entering into 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. 


1:30 p.m. to 1:40 p.m.

Welcome & Overview
Norice Rice, President, NASP Southern California Chapter
Orim Graves, CFA, Executive Director, NASP
 
1:40 p.m. to 2:40 p.m.

Flipping the Switch: Emerging Manager Successes 

  • Tammy Jones, President, Basis Investment Group
  • Joseph Kelly, Treasurer and Tax Collector, Los Angeles County
  • Melody Rollins, CFA, CAIA, Partner, Head of Client Service & Business Development, Brightwood Capital  Advisors
  • Kenneth Simril, Trustee, LACERA

Moderator: Kila Weaver, Vice President, FIS Group
 
2:50 p.m. to 3:15 p.m.

Get Your Firm Ready: Defined Contribution Plans 

  • Jon P. DeBow, Senior Vice President, Marketing, Ramirez Asset Management
  • James Haddon, Managing Director & Head of Marketing, Ramirez Asset Management

 
3:15 p.m. to 3:35 p.m.

Update on  NASP-USAID Investment Partnership: Mobilizing Institutional Investors To Develop Africa’s Infrastructure (MIDA)

  • Aymeric Saha, Managing Director, MIDA, NASP-USAID
  • Donna Sims Wilson, Chair-Elect,  Board of Directors, NASP


BREAK
 
4:15 p.m. to 5:15 p.m.

Rebalancing Act: Opportunities for MWBE Firms 

  • Gwen Cheni, Assistant Portfolio Manager, Pier 88
  • Marilyn Freeman, Principal and Manager, Capital Prospects
  • June Kim, Director, Global Equity, CalSTRS
  • Thurman White, President and CEO, Progress Investment Management Company, LLC

Moderator: Les Bond, CEO, Attucks Asset Management

 5:15 p.m. to 5:30 p.m.

Closing Remarks
Shawn Lytle, Chair, Board of Directors, NASP
 
5:30 p.m. to 7:30 p.m.

Kick-Off Reception

Crystal Room
 
 

 


NASP Headquarters
1000 Vermont Avenue, NW 
Suite 810
Washington, D.C. 20005
Phone: (202) 371-5535
Fax: (202) 371-5536