Alternative Investor Institute: DEI Roundtable 2022 | Institutional Investor | 13 October 2022 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

Agenda:
• Alternative Investor Institute
• Setting the Scene: A Data-Based Look at Inflows into Diverse Funds and Minority-Owned Managers
• Polling Session
• Talent Recruitment Firms: What Sets Some Firms Apart from the Others When It Comes to DEI?
• An Unconventional but Tested Approach to Building Emerging Manager Platforms
• Making the Leap as an Emerging Manager - Breaking the AUM Ceiling
• Giving Back and Helping Ourselves at the Same Time: Financial Literacy Programs, Volunteering, and Serving Under-Served Communities
• Networking Lunch with the Fast Track Program
• Workshops - Mini Internship Program Fair
• What Due Diligence Questions Will Help Us Decide If an Emerging Manager Firm or Diverse Firm is Going to Survive?
• Consultants’ Perspective: Looking Both Ways Before Crossing the Street

2022 Speakers

Denise Best
D&I Events Project Manager, Global Events Operations Group, Euromoney Institutional Investor PLC

MODERATOR:

Samantha Grant
Senior Consultant, Verus

Sonia Ruiz
Head of Sustainable Investment and ESG Lead, RVK, Inc.

PANELIST:

Nicholas A. Warren
CFA, Chief Investment Officer, Pew Charitable Trusts

ADVISORY BOARD:

Tyler Blickhan
Associate Director of Investments, Ascension Investment Management

Joe Curtain
Head of Portfolio Management, Chief Investment Office, Bank of America, Global Wealth and Investment Management

Brooke Jones
Chief Investment Officer, Bryn Mawr College

Natalia Tchetchoulina
Partner, Cerity Partners

Susan Slocum
Chief Investment Officer, Children's Hospitals and Clinics of Minnesota

Kim Lew
Chief Investment Officer & Chief Executive Officer, Columbia Investment Management Company

Carina S. Diamond, CFP, AIF
Chief Experience Officer, Dakota Wealth Management

Cheryl Alston
Executive Director & Chief Investment Officer, Dallas Employees' Retirement Fund

Laura J. LaTourette, CFP
Founder and Certified Financial Planner, Family Wealth Management

Rosalind M. Hewsenian
Chief Investment Officer, Helmsley Trust

Brian Swain
Deputy Chief Investment Officer, Howard University

Joe Aguilar
Chief Investment Officer, Illinois State Treasurer

Brian Crawford
Director of Investments, John Templeton Foundation

Venus Phillips
Managing Director, Kresge Foundation

Allan Boomer, MBA
Managing Partner & Chief Investment Officer, Momentum Advisors

Aoiffin Devott, MBA
Chief Investment Officer, Moneta Group

KC Connors, CFA, CAIA
Partner, NEPC, LLC.

Nicholas A. Warren
Chief Investment Officer, Pew Charitable Trusts

Lauren Sigman, CFP
Principal and Managing Director, Robertson Stephens

Bola Olusanya
Chief Investment Officer, The Nature Conservancy

Ian Toner
Chief Investment Officer, Verus

Carlos Rangel
Chief Investment Officer, W.K. Kellogg Foundation

Kim Lew
Chief Investment Officer & Chief Executive Officer, Columbia Investment Management Company

Crystal Cox, MBA, CRPC, CFP
Senior Vice President, Wealthspire Advisors

Deborah Kuenstner
Chief Investment Officer, Wellesley College

Abigail G. Wattley
Deputy Chief Investment Officer, Williams College

Sharcus Steen
Director of Investments, University System of Maryland Foundation