Hundreds of Minority and Women-Owned Investment Management Firms Meet Plan Sponsor, Endowment and Foundation Investors at The Consortium; New Terrain, New Talent Focus of 7th Annual Event, Bootcamp for New Emerging Managers, Intensive for Plan Sponsors

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Now in its seventh year, the two-day forum being held from June 9-10th features a mix of breakout sessions and networking opportunities to promote interaction among the more than 350 investment professionals in attendance. Together, The Consortium attendees oversee more than $1 billion in assets under management.

There is tremendous, untapped investment talent among today's minority and women-owned investment firms and, at the same time, strong demand among institutional investors for finding firms with exceptional risk/return track records

The Consortium, a leading forum that has driven meaningful interaction among institutional investors and minority and women-owned investment management firms, announced today more than 100 emerging managers are in attendance to meet with investment professionals from the nation's top plan sponsors, foundations, endowments, fund of fund managers and consultants. State treasurers and chief investment officers from dozens of states are also in attendance.

Now in its seventh year, the two-day forum being held from June 9-10th features a mix of breakout sessions and networking opportunities to promote interaction among the more than 350 investment professionals in attendance. Together, The Consortium attendees oversee more than $1 billion in assets under management (AUM).

"There is tremendous, untapped investment talent among today's minority and women-owned investment firms and, at the same time, strong demand among institutional investors for finding firms with exceptional risk/return track records," said Renae Griffin, president of RG & Associates, the event producer. "The Consortium has emerged as the gathering place for emerging firms and institutional investors. With the changing regulations regarding use of placement agents, the forum fills a growing need in the market to get investors, their strategies and track records added exposure among plan sponsors, foundations, endowments and fund of fund managers."

New to the mix this year is The Bootcamp, a half-day workshop designed for emerging managers who have launched their firms in the past 24-months. The interactive sessions provide new fund managers with best practices for marketing and fundraising target strategies, operational and back office management, as well as an "Elevator Pitch" session that puts emerging managers face to face for feedback from top limited partners (LPs).

A highlight of day one of the gathering is The Intensive, which is focused exclusively on issues relating to the LP community. Discussions for 2010 include trends in allocation, regulatory reform, firm/fund terms and lock ups, risk assessment and more. Plan sponsors with active emerging manager programs in place are sharing perspectives with others on how programs have performed and issues around allocations.

Event speakers include:
Elizabeth Allison Tulach, Managing Director of Alternatives - Boeing Company
Brian Russell, Investment Officer - California Public Employees' Retirement System
Dr. Louis Moret, Board Member - California Public Employees' Retirement System
Tim Legesse, Investment Officer for Diversity - California Public Employees' Retirement System
Solange Fernandez-Brooks, Portfolio Manager, Investment Executive Unit - California State Teachers' Retirement System
Kim Lew, Director of Investments - Carnegie Corporation of New York
Kelly Williams, Managing Director - Credit Suisse Customized Fund Investment Group
Honorable Janet Cowell, Treasurer - Department of the North Carolina State Treasurer
Michael Warren, Trustee - District of Columbia Retirement Board
Cheryl Alston, Executive Director - Employees' Retirement Fund of the City of Dallas
Renee Higginbotham-Brooks, Vice Chair of Board of Trustees - Howard University
Kenyatta Matheny, Investment Officer for Emerging Managers - Illinois State Teachers' Retirement System
Ray Joseph, Acting Chief Investment Officer - New Jersey State Board of Investment
Mark Gross, Investment Officer, Emerging Manager Program - NYC Office of the Comptroller
David E. Ourlicht, Commissioner - New York State Insurance Fund
Tom Lee, Executive Director - New York State Teachers' Retirement System
Honorable James Lewis, Treasurer - State of New Mexico
R. David Kelly, Board Member - Teacher Retirement System of Texas
John Alouf, Head of Private Equity - Virginia Retirement System
Charles Grant, Chief Investment Officer - Virginia Retirement System

The Consortium panelists are addressing timely investment issues, operating challenges and market shifts, including:

  •     Raising Capital in a Challenging Environment
  •     Presentation Pitch and Feedback
  •     Launching and Managing an Emerging Manager Program
  •     Policy-driven Investment Strategies
  •     Tapping Non-Traditional Business Opportunities and Sources of Capital
  •     Legislative Policies that Shape Funding Decisions for Emerging Managers
  •     Foundation and Endowment Investment Strategies
  •     The Global Game Plan

Investment-specific breakouts focus on individual sectors, including private equity and venture capital; equities and fixed income; hedge funds; and real estate. At the Breakfast and Luncheon sessions being held on June 10th, State Treasurers and Chief Investment Officers will share their perspectives on the state of emerging manager programs and investment strategies, as well as how new policies may shape their future moves.

All sessions are being held at the Westin New York Hotel in Manhattan. For more information, please visit RG & Associates or call 510-628-0345. Members of the press interested in attending or learning more about The Consortium, should contact Janet Falk at 212-677-5770 or Tisha Dore at 760-505-9676.

About RG & Associates
For finance firms and other organizations looking to deepen client relationships and address diversity-specific issues, RG & Associates provides strategic counsel, including marketing strategies, event planning and production and custom networking / business relationship solutions. The firm has a dedicated staff that collectively brings 50+ years of event and marketing experience and thinking to client projects.

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Janet Falk

212-677-5770
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Tisha Dore

760-505-9676
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