15th Annual Emerging Manager & MWBE Conference

Comptroller DiNapoli speaking in front of a large audience in a convention hall.

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

Panelists

Contact

For conference and registration inquiries, email [email protected].