Annual Financial Services Conference 2023 | NASP HQ - National Association of Securities Professionals HEADQUARTERS | 24 July 2023 | Loews Philadelphia Hotel, 1200 Market St, Philadelphia, PA 19107, USA

• This is one of the industry’s most respected and influential educational forums. The conference attracts both fiduciaries and investment professionals – from city, state, and national elected official’s government professionals and pension fund trustees to investment managers, securities sales and trading professionals and investment bankers.

• It brings together participants from many sub-Saharan African nations, including government, corporate, and community stakeholders.

• One-on-one career coaching sessions empower professionals by providing feedback on career planning, disusing career – related questions with a neutral professional, providing recruiting support and giving new perspectives on professional decisions.

2023 Speakers

Ronald C. Parker
President & CEO, NASP

Michael Frerichs
Treasurer, State of Illinois

Anne-Marie D’alton,
Chief Executive Officer, Chief Batseta, Council of Retirement Funds for South Africa

Lauren Burke
Founder, Matchplicity

Makole Mupita
Fund Principal, Executive Director and, Co-Founder, Mahlako Financial Services

Gwendolyn Hatten Butler,
Managing Partner, Hatten Albert Strategic Advisors, LLC

Shundrawn Thomas,
Entrepreneur

Richard Turnley
Channing Capital, NASP Board Chair

Erica Miles
Senior Consultant, Senior Vice-President, Diverse Segments, Represen

MODERATOR:

Greg Maddox,
Head Global Manager Research, Wells, Fargo

Joanne Yoo
Partner, DPI

Jodi Brockington
Founder and Lead Consultant, NIARA, Consulting

Marlon Brown
CEO, Clarendon Global Partners

James Haddon
Managing Director & Head of Marketing, Ramirez, Asset Management

Kila Weaver
Vice-President, Marketing and Client, Services, Xponance

Tariye Gbadegesin
Managing Director and Chief, Executive Officer

Lisa Hinds
Managing Director, Client Engagement & Sustainability, Xponance

McCullough “Mac”
WIlliams, President, and Chief Operating Officer, Xponance

DeAnna Jones
Senior Consultant Specialist, NEPC

Christian Nwasike,
Principal & Executive Managing Partner, Practice Management Consultants, LLC

James Celestine
Senior Investment Officer, New York State Common Retirement Fund

Bill Case
Managing Director, PFM Financial Advisors

Joe Duncan
SeniorInvestment Officer, Illinois State Universities Retirement System

Camille M. Evans
Managing Partner, Virtus LLP, NASP Board Member

PANELISTS:

Lisa Marie Harris
Finance Director/Treasurer, San Diego County Water Authority

Chris Meister
Executive Director, Illinois Finance Authority

Kim Dubuclet,
Commissioner, Water Reclamation District, Greater Chicago

Stephen Usher
Managing Director - Head of Distribution, Lafayette Square

Vincent Thompson
Partner, Three Line Capital

Sherrese Clarke Soares
Founder, HarborView

Donna Sims Wilson
Chief Operating Officer, KAH Capital

Ladell Robbins
Managing Director, Blackrock

Greg Robinson
Senior Director, Market Intelligence, Moody’s Analytics

Kathleen Colin
Director of Investments, Oppenheimer

Jarred Glansbeek
Chief Investment Officer, RisCura

Ellen Zentner
Managing Director, Chief US Economist, Morgan Stanley

Josphat Muriuki
CEO and Trust Secretary, KenGen SRBS and Ken Gen Defined Contribution Scheme

Ndabe Mkhize
Chair, Investment Committee, Asset, Owners Forum South Africa

Daniel Miller
Deputy Executive Director, New York City, Board of Education Retirement, System

Jeffrey Ferguson
Associate Director, Living Cities

Mimi Chiahemen
Global Head of Well-Being and Career, Development, Euromoney, Institutional Investor PLC

Sundeep Raichura,
Group CEO, Zamara Group

Debra Erb
Managing Director , Real Estate Project, Finance, Office of Development Credit U.S. International Development Finance Corporation

Sola Lawson,
Co-Managing Partner, AIIM

Henry Kyanda
Managing Director, Everstrong

Neala Wanjala
Acting Head of Legal, Public Private Partnership Directorate, The National Treasury, Kenya

Deborah Leonard
Managing Director of Chicago Office, Markets, Group, Federal Reserve Bank of New York

Kristina Hooper
CFP, CAIA, CIMA, CHFC, Chief Global Market, Strategist, Invesco

Monique Pryor
Chief Engagement & External Affairs Officer, St Francis College Brooklyn

Johnita Walker-Mizelle,
Senior Principal, US Distribution, Sagard

Henri Cancio- Fitzgerald,
Managing Director of Nonprofit, Solutions, PNC Bank

Dominique Harris,
Associate Partner, Leadership,, Change, and Organization, Kearney

Samantha Grant, Senior
Consultant, Verus Investments

Hazel Taylor
Director and Head of Investor Desk, British, International Investment

Alissa Howard
Institutional Portfolio Manager, RBC

Lazaro Tiant
Sustainability Investment Director for ESG, Schroders

Sam Austin
Partner, NEPC

Brianne Weymouth
Senior Vice President, Fund Sponsor Consulting, Callan

Shelly Heier
President, Verus Investments

Kweku Obed
CFA, CAIA, Managing Director, Marquette Associates

Thomas Lee
Chief Investment Officer, New York State Teachers’ Retirement System

Leslie Lenzo
Chief Investment Officer, Advocate Aurora Health

Nickol Hackett
Chief Investment Officer, Joyce Foundation

Anthony Buchanan
Chief Executive Officer, LetBob

Pavan Arora
Chief Technology Officer and ManagingDirector, Cerberus Technology Solutions,LLC

Denzel Singletary
Federal Affairs, Robinhood

Akhil Unni
Managing Director, GCM Grosvenor

Chris Leslie
Senior Managing Director, Macquarie

Reynold Martin
Managing Principal, Infrastructure and Energy ,Allstate

Avery Robinson
Senior Vice-President, Real Assets Consulting Group, Callan

Henry Willans,
Vice-President, Goldman Sachs Asset Management

Atif Saeed
AAE IAP, CHief Financial Officer, Metropolitan Airports Commission

Reshma Soni
City Comptroller, City of Chicago

Lori Small
Director, Airport Group, Citi

KEYNOTE SPEAKER:

Melissa Conyears-Ervin,
Treasurer, City of Chicago

INSTRUCTOR:

Angela Matheny
Director of Investment Staff and Diverse Manager Equity, Crewcial Partners

Winston Blake
President, Attucks Asset Management

Angela Miller-May
Chief Investment Officer, Illinois Municipal, Retirement Fund

Andrew Folsom,Senior
Investment Analyst, Wells Fargo

Gautam Khanna
CFA, CPA, Head of US Multi-Sector Fixed, Income, Insight Investment

Kristin Finney-Cooke,
Managing Director, JP Morgan

Lowell Yura
Head, Head, Multi-Asset Solutions, North America, T. Rowe Price

Marlon Kimpson,
Member, Motley Rice, LLC

Rosalind Brewer,
CEO, Walgreens Boots Alliance