Emerging and Diverse Manager Forum

Thusday, January 12, 2017
Millenium Biltmore Hotel
Tiffany Room
Los Angeles, CA


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

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