15th Annual Emerging Manager & MWBE Conference

Success Through Partnerships

Wednesday, February 16, 2022, 10:30 AM - 5:00 PM (Eastern Time)

About the Conference

The 15th Annual Emerging Manager & MWBE Conference is an opportunity for attendees to connect with New York State Common Retirement Fund investment staff and partners. In a virtual environment, this year’s Conference will continue to offer investment managers the opportunity to gain a better understanding of the Fund's investment process and manager selection.

Small breakout sessions allow our staff and partners to establish new relationships with highly qualified MWBEs in the investment arena, and continue to build a pipeline of investments and service providers that enable the Fund to reap the benefits of diversity for members, retirees and beneficiaries of the New York State & Local Retirement System.

We'll discuss:

The Fund’s selection and onboarding process of investment managers;
Current areas of the Fund’s investment focus; and
Common attributes of successfully on-boarded asset management operations.

Networking Opportunities

In addition to the Asset Class Breakouts, we have added a session for attendees to further connect in small groups to be led by New York State Common Retirement Fund investment staff or a strategic program partner.

Agenda

10:30–11:00	Opening Remarks Grisel C. Davis, Conference Coordinator New York State Common Retirement Fund Guest Speaker Tammy K. Jones, Co-Founder & CEO Basis Investment Group, LLC
11:00–11:30	Keynote Address Thomas P. DiNapoli, New York State Comptroller
11:30–12:00	Aligned Organizations Recognition
12:00–1:00	Roundtable Discussion with NYS Comptroller Thomas P. DiNapoli Discussion will center on issues related to establishing and administering emerging and diverse manager programs and how strategic partnerships can help drive success.
1:00–1:30	******* Break ********
1:30–2:15	Session A *Asset Class Breakouts* Private Equity Real Estate Real Assets Global Equities Fixed Income Credit and Opportunistic/Absolute Return Strategy Sustainable Investments and Climate Solutions Corporate Governance and ESG
	*Networking Opportunities*
2:15–2:30	******* Break ********
2:30–3:30	Panel Discussion with CIO Anastasia Titarchuk Discussion will focus on the three phases of an Emerging Manager: how to successfully raise a first time fund; how to become a Subsequent Fund; and how to become a future portfolio core holding.
3:30–4:00	******* Break ********
4:00–4:45	Session B *Asset Class Breakouts* Private Equity Real Estate Real Assets Global Equities Fixed Income Credit and Opportunistic/Absolute Return Strategy Sustainable Investments and Climate Solutions Corporate Governance and ESG
	*Networking Opportunities*
4:45–5:00	Closing Remarks Thomas P. DiNapoli, New York State Comptroller