Institutional Investor Institute: DEI Roundtable 2022 | Institutional Investor | 12 October 2022 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

Topics to be address:
• The Rise of Diverse Managers and Funds: What Does this Mean for Managers, Consultants, and Allocators?
• Publicly Held AM Firms Versus Privately Held Firms: Is There a Notable Disparity in DEI?
• LGBTQ Employees and Other “Invisible” Employees: Many Employees Remain Hidden, What Can We Do to Help?
• How Can We Tear Down the Remaining Obstacles to Balancing the Gender Gap within Asset Management?
• Setting the Scene: A Data-Based Look at Inflows into Diverse Funds and Minority-Owned Managers
• Now That You Have Diverse Team Members, What Are You Going to Do to Help Them Succeed?
• An Evening Under the Stars

2022 Speakers

PANELIST:

Cheryl Alston
Executive Director and Chief Investment Officer, Employees' Retirement Fund of the City of Dallas

Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Kirk Sims
Director, Head of Emerging Manager Program, Teachers Retirement System of Texas

Laura J. LaTourette
Registered Principal/ Personal CFO, LPL / The Wealth Consulting Group

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

KC Connors
Partner, NEPC

Angela Outlaw-Matheny
Director of Investment Staff & Diverse Manager Equity, Crewcial Partners, LLC

Ian Smith
Director of Investments, The Nature Conservancy

Joseph Curtin
Head of Portfolio Management, Chief Investment Office, Bank of America, Global Wealth and Investment Management

MODERATOR:

Sam Pollack
Partner, NEPC, LLC

Kathleen Dunlap
Advisor, Trinity Alps Capital Partners