Emerging Manager Summit 2019 | CFA Institute | 6 December 2019 | CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA

Many academic and industry studies show that the risk-adjusted returns of emerging managers outperform all funds, particularly in the emerging manager’s first 12 months of operations. Professionals who are thinking about launching, getting ready to launch or have recently launched a money management firm should attend to hear our panel. They will discuss issues regarding the development: legal and regulatory, compliance, marketing, capital raising, administration, and operational aspects of starting or running a successful money management firm. Capital providers and asset allocators should also attend to discover emerging managers.

2019 Speakers

Sandra M. Ackermann-Schaufler, CFA
Senior Equity Analyst at Zircon Asset Management

Jorge Hendrickson
SVP, Head of Sales and Marketing for Opus Fund Services

Joanna Horowitz, CFA
Senior Consultant in the Alternative Investments Advisory group, and Monticello Consulting’s Corporate Responsibility & Diversity lead at the firm

Michael Jacobs, CPA
Founder and Chief Executive Officer of Rosh Capital Management LP

Evan Katz
Managing Director of Crawford Ventures, Inc.

Michelle Kelner
Co-founder of Sandglass Capital Management, LLC

Herman Laret
Director of Titan’s Global Macro, CTA & Multi-Strategy

Defina Maluki, CFA
Chief Investment Officer and Co-Founder of Sagewood Asset Management LLC

Ling Marquardt, IACCP
Elanus Capital Management LLC

Michael McCuin
Senior Vice President in Prime Brokerage Sales at Jefferies

Sheryl Mejía, CFA, CPA CA
Partner at Decagon Advisors

Juliette Menga
Investment Director at Alternative Investment Group

Steven B. Nadel
Partner in Seward & Kissel’s Investment Management Group

Jasmine N. Richards, CFA
Senior Investment Director, Manager Diversity

Brett Spector
CFO and CCO for Tide Point Capital Management

Chavon Sutton
Director of manager diversity and inclusion

Brett Waikart, CFA
Executive Director at Portfolios with Purpose

Judd Wright, CPA
Atlantic Coast Asset Management Audit Practice

Adam Zivitofsky, CFA
Business Development at SS&C