Nation’s Top Pension Plans & Other Institutional Investors Gather with Minority- and Women-Owned Funds in NYC for ConsortiumEAST 2016; Rev. Jesse Jackson, Sr. Headlines

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Representatives from the nation’s largest public pension plans, state treasurers and chief investment officers (CIOs) from global fund of funds, foundations, endowments are set to meet with small and diverse managers at ConsortiumEAST 2016 and explore issues regarding sector returns and possible investment opportunities.

ConsortiumEAST 2016 marks the 13th consecutive gathering of top pension plans and emerging managers in New York.

“We attract active investors—with a combined $4 trillion in assets under management (AUM)—that are actively investing in the small, diverse manager arena."

Representatives from the nation’s largest public pension plans, state treasurers and chief investment officers (CIOs) from global fund of funds, foundations, endowments are set to meet with small and diverse managers at ConsortiumEAST 2016 and explore issues regarding sector returns and possible investment opportunities.

Marking its 13th year, the RG + Associates event has emerged as the must-attend gathering for institutional investors and their advisors to connect with newly launched private equity, venture capital, hedge, public equity and real estate funds. Finance and community leaders advocating for pension funds to tap a broader mix of investment managers will join special guest speaker, Rev. Jesse Jackson, Sr. and drive sessions and discussions. Two companion programs—The Bootcamp for emerging managers and The LP Intensive for institutional investors will be held on the first day of Consortium 2016 at The Intercontinental New York Times Square.

"We attract active investors—with a combined $4 trillion in assets under management (AUM)—that are actively investing in the small, diverse manager arena. For newly launched firms, the forum provides unprecedented exposure to active and interested investors,” said Renae Griffin, CEO, RG + Associates. “The past few years have brought big wins for small and diverse managers. At the same time, significant challenges in raising funds from institutional investors persist. The Consortium provides needed strategies and solutions to help both managers and institutional investors to move forward.”

ConsortiumEAST sessions will explore sector performance, protocols and fund operations; a series of workshops provide hands-on insights from 20+ public pension plans regarding their current—and future—investment strategies and possible points of engagement for small and diverse managers. The event also includes two half-day programs focused on critical needs of managers and institutional investors:

  •      The Bootcamp addresses challenges small and diverse managers face as they launch and grow their firms. Attendees include leaders of funds that have launched in the past 24 months, including teams raising their first or second rounds of institutional financing. Sessions focus on fundraising strategies, pitches and materials for more effective engagement and traction within the institutional investor and consultant arena.
  •      The LP Intensive brings together representatives from approximately 120 public and private pension funds, endowments, foundations and union funds, family offices and fund of funds for a rare, peer-to-peer dialogue.

Select speakers include:
Robert Farmer, Managing Director & Founding Partner – Advent Capital Management
Kenneth Jones, CFO – Annie E. Casey Foundation
Meredith Jones, Partner – Aon Hewitt
John W. Rogers Jr., CIO/CEO – Ariel Investments
Careina Williams, Advisor – Artemis Real Estate Partners
Victor Hymes, Board Member – Brookings Institution, NRDC; CEO/CIO – Legato Capital Management
Dan Blue III - Candidate for Treasurer of the State of North Carolina*
Michael Silva, Investment Officer – California Public Employees Retirement System
Laurie Weir, Investment Director – California Public Employees Retirement System
Pete Kelioutis, Senior Managing Director – Cliffwater, Inc.
Michael Miller, Managing Director – Colonial Consulting
Scott Wise, President/CIO – Covariance Capital Management*
Alena Kuprevich, Managing Director – Disciplina Group*
Matthew Wright, President & CIO – Disciplina Group*
Kavita Nayar, Private Equity Investment Manager – Duke Management Company*
Eric Golberg, Trustee – ELCA Foundation*
Matt McCue, Managing Director – Emerging Manager Monthly
Sharmila Hassam, Deputy CIO – Employees Retirement System of Texas
Lauren Honza, Portfolio Manager - Employees Retirement System of Texas
Doug Brown, Senior Vice President/CIO – Exelon Corporation
Kola Olafinboba, Managing Partner – Fairview Capital Partners
Peter Braffman, Managing Director – GCM Grosvenor
Derek Jones, Managing Director – GCM Grosvenor
Kelly Williams, Senior Advisor – GCM Grosvenor
Michiyo Ikeda, Researcher – Government Pension Investment Fund*
Masahiro Mori, NY Representative– Government Pension Investment Fund*
David Grain, Founder – Grain Management
Paul Yett, Managing Director – Hamilton Lane
Edward Powers, Managing Director – HarbourVest Horizon
Rosa Vasquez, Investment Officer – Illinois Municipal Retirement Fund
Bryan Lewis, Executive Director – Illinois State Universities Retirement System
Michael Gubenko, Managing Director – JP Morgan
Laureen Costa, Portfolio Manager – JP Morgan Asset Management
Juan Martinez, Vice President, CFO &Treasurer – Knight Foundation
Catharine Burkett, Director of Private Investments – LCG Associates*
Christopher Farrington, Principal – LP Capital Advisors*
Dana Johns, Senior Analyst – Maryland State Retirement and Pension System*
Andrew Palmer, CIO – Maryland State Retirement and Pension System*
Colleen Smiley, Senior Vice President – Meketa Investment Group
Clark Cheng, CIO – Merrimac Corporation*
Ruby Dang, Trustee – Metropolitan Transit Authority of Harris County*
Frank Turner, Portfolio Manager – MIG Capital
Leon Dunklin, Investment Officer – New York City Comptroller’s Office
J. David Enriquez, Senior Investment Officer – New York City Comptroller’s Office*
Jose M. Guzman, Investment Officer – New York City Comptroller’s Office*
Janet Londoño-Valle, Senior Investment Officer – New York City Comptroller’s Office*
Raymond Santander, Trustee – New York City Employees’ Retirement System *
Blair C. Smith, Senior Investment Officer, Emerging Managers – New York State Common Retirement Fund*
Gregory Francis, CIO – New York State Insurance Fund
Gerald Yahoudy, Managing Director – New York State Teachers Retirement System
James Casselberry, Senior Managing Director – NexTier Consulting Solutions
Lawrence Manson, CEO – NexTier Consulting Solutions
Patricia Miller Zollar, Managing Director – Neuberger Berman
Ron Funderburk, Investment Director – NC Department of State Treasurer
Kathy Hahn, CFA, Assistant Director, Opportunistic Fixed Income and Inflation Strategies - NC Department of State Treasurer*
John Keshner, Managing Director – Northern Trust
Michael Haddad, Head of Public Markets and Tradeable Securities - Office of New York City Comptroller
Yokasta Segura-Baez, Principal – Pantheon Ventures
Katherine Hill Ritchie, CEO – PEX Global
Vinod Kurup, Founding Partner – Pine Street Alternative Asset Management
Elizabeth Campbell, Senior Vice President – Portfolio Advisors
Safia Mehta, CFA, Senior V.P., Portfolio Manager, Global Equities - Progress Investment Management Company
Mona Williams, Executive Vice President – Progress Investment Management Company
Hugh Short, Co-Founder & Chairman/CEO – Pt Capital*
Robert Raben, President & Founder – Raben Group*
Rev. Jesse Jackson Sr., Founder & President – RainbowPUSH Coalition*
Alexander Abell, Managing Director – RCP Advisors*
Patricia Bartlett, Chief Operating Officer – Resmark Impact Ventures*
Howard Sanders, Investment Committee – Riverside Church Endowment*
Alex Douglas, Senior Investment Analyst – Robert Wood Johnson Foundation
Brian O’Neil, CIO – Robert Wood Johnson Foundation
James Mitchell, Managing Director – The Rock Creek Group
Larissa Herczeg, Trustee – Roosevelt University; Managing Director – Oak Street Real Estate Capital
Bill Dempsey, CFO – Service Employees International Union
Nate Yohannes, Senior Advisor-Office of Investment – Small Business Administration
Richie Butler, Trustee – Southern Methodist University*
Tracy Harris, Managing Director – StepStone Group
Clint Stevenson, CEO – The Stevenson Group
Kirk Sims, Investment Officer – Teachers’ Retirement System of the State of Illinois
Jerry Albright, Deputy CIO – Teacher Retirement System of Texas
Ishika Bansal, Vice President – Townsend Group*
Steve Burns, Principal – Townsend Group
Amir H. Rafizadeh, Senior Vice President – Tri-State Capital Family Office*
Thomas Henley, Sr. Managing Director of Special Opportunities – UAW Retiree Medical Benefits Trust*
Kate Baskind, Senior Investment Officer – Virginia Retirement System
Rose Dean, Consultant – Wilshire Associates
*New to Consortium

Members of the press interested in ConsortiumEast 2016 should contact Bianca King at 214.460.6092. Additional event information including a complete agenda and list of speakers is available online.

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. http://rgassociates.org.

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Bianca King
Seven5 Seven3 Marketing seven5seven3marketing.com 214.460.6092
+1 415-305-3149
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