Diverse and Emerging Manager Forum

Diverse and Emerging Manager Forum and Reception
Friday, January 26, 2018
Montgomery A&B Ballrooms
Marriott Marquis
Houston, TX



1:00 p.m. to 1:30 p.m. 
1:30 p.m. to 1:40 p.m.
Welcome & Overview

1:40 p.m. to 2:30 p.m.
Merge, Surge, or Liquidate
The discussion will begin with a brief presentation providing an overview of the diverse and emerging manager landscape. The panel will share  best practices and insights for diverse asset managers  for product development as well as mergers and acquisitions of new portfolio management teams, the winding down of firms and lessons learned, platform expansions and more! 

  • Joséphine Jiménez, CFA, Managing Partner, Chief Investment Officer & Portfolio Manager, Channing Global Advisors, LLC

  • Gerald B. Smith, Chairman and Chief Executive Officer, Smith Graham Investment Advisors

  • Vincent Williams, Senior Vice President, Product Specialist, Legato Capital Management

Presenter/Moderator: Tina Byles Williams, Chief Executive Officer and Chief Investment Officer, FIS Group

2:30 p.m. to 3:30 p.m.
Getting Mutual Fund Ready
This panel will focus on providing NASP diverse and emerging asset managers with insight on expanding current platform offerings to mutual funds, an overview of the mutual fund landscape, and working with defined contribution plans. In addition, learn about compliance and operational considerations in working with subadvisory and other platforms at insurance companies. 

  • Christopher Graham, Chief Investment Officer, Mutual Funds, Nationwide

  • Medina Jett, Founder, ICSGroup, LLC

  • Gregory T. Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute 

  • Gary Young, IACCP, President, Diamond Hill Funds, Chief Compliance Officer, Diamond Hill Capital Management

Moderator: Malik Murray, Senior Vice President, Institutional Marketing & Client Services, Ariel Investments
3:30 p.m. to 3:40 p.m.
3:40 p.m. to 4:00 p.m.
NASP-USAID investment partnership update on "Mobilizing Institutional Investors to Develop Africa's Infrastructure (MIDA)".

  • Aymeric Saha, Managing Director, MiDA 

4:00 p.m. to 4:50 p.m.
Asset Allocation: Playing Nice in the Sandbox - Traditional and Alternatives
This panel will  dispel the myth of alternatives versus traditional investing in an "us versus them" scenario, discuss asset allocation trends as well as  potential business opportunities on the horizon.

  • Randy Bowman, Trustee, Employees' Retirement Fund of the City of Dallas

  • Patricia J. Gerrick, Chief Investment Officer, Progress Investment Management 

  • Samantha T. Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities, Marquette Associates  

  • Tony Johnson, Director of Midwest Consulting & Senior Consultant, RVK

Moderator: Gilbert Garcia, CFA, Managing Partner, Garcia Hamilton & Associates
4:50 p.m. to 5:30 p.m.
Impacts of the "Tax Cuts and Jobs Act" on the Municipal Bond Market
Hear from panelists on the changes that will affect tax-exempt private activity bonds, tax-exempt advance refunding bonds as well as other reforms impacting the market such as the AMT and the corporate tax rate.

  • Curtis Flowers, Managing Director, Public Finance, Loop Capital Markets

  • Devin Phillips, Executive Director, Municipal Underwriting, UBS

  • Derrick Mitchell, Partner, Bracewell, LLP

Moderator: Charlotte Knight Marshall, Founder, TKG & Associates 

5:30 p.m.
Closing Remarks

5:30 p.m. to 8:30 p.m.
Kick-Off Reception