BOOK YOUR HOTEL ROOM TODAY

If you have not booked your hotel room yet, we encourage you to do so today as rooms in our discounted room block going fast!. To book your accommodations while attending Consortium 2011 and take advantage of our special group rate at The InterContinental New York Times Square of $379 per night, go to our accommodations page. Group rates are based on availability; the deadline to reserve is May 18th, 2011.

COUNTDOWN TO CONSORTIUM 2011

We’re just a few weeks away from Consortium 2011, The Bootcamp and The Intensive. Each of the three events—held over June 7th and 8th in New York—promises to deliver valuable perspectives, productive conversations and plenty of introductions to new colleagues. Here are some quick tips for making the most of each event.

AGENDA OVERVIEW | Quick Links

The agendas for Consortium 2011, The Bootcamp and The Intensive offer a rich array of topics and blue-chip speakers. Each of the sessions is designed to offer you a chance to interact with panelists and other attendees to help drive the conversation. And, of course, we’ve left plenty of time for networking.

WELCOME RECEPTION | Don’t Miss this Networking Opportunity

Tuesday, June 7th | 6:00 - 7:30 pm
Hudson Terrace, 621 W 46th Street, 2nd Floor, New York, NY

Reconnect with peers and enjoy a lively kick-off to the Consortium 2011. John Liu, Comptroller, New York City Comptroller’s Officer, will open the reception with perspectives on the city’s commitment to minority and women-owned businesses and his team’s moves to utilize technology and best practices to ensure added transparency to the investment process. The reception is included with program participation – or can be bough as a standalone ticket for those interested in networking and meeting others from Consortium 2011. To secure your spot for the reception only, click here.  

SPOTLIGHT: Institutional Investors

Our 2011 list of confirmed participants includes a host of first-time participants at Consortium 2011—plus many longtime attendees from the institutional investor community. Here’s an early look:

Rosie Rios, Treasurer U.S. Treasury		Chip Flowers, State Treasurer Delaware State Treasury		James Lewis, Treasurer State of New Mexico
John Liu, Comptroller NYC Office of the Comptroller		Gina M. Raimondo, Treasurer State of Rhode Island Office of General Treasurer		Thomas Williams, Executive Director Wyoming Retirement System
Afsaneh Beschloss, Chair The Ford Foundation		Thomas Lee, Executive Director New York State Teachers’ Retirement System		Barry Miller, Head of Private Equity NYC Office of the Comptroller
Brian O’Neil, Chief Investment Officer Robert Wood Johnson Foundation		John Alouf, Director of Private Equity Virginia Retirement System

 
LPs Gather at the Institutional Investor Intensive for Peer-to-Peer Discussions & Insights

The interplay of politics and policy and the direct impact on emerging managers will take center stage at The Intensive, an institutional investor–only gathering on June 7th. We’ll examine and debate the varied approaches in place at the municipal and state level, and what’s the likely path ahead. The afternoon also includes best practice dialogue, peer-to-peer roundtables on various asset classes, and plenty of networking. For the LEGISLATION SHAPING THE EMERGING MANAGER WORLD session, we’re pleased to feature:

Facilitator: Michael Warren, Trustee - District of Columbia Retirement Board
Senator Iris Martinez – Illinois General Assembly

 
Join Emerging Managers and Get LP-Ready at The Bootcamp

The half-day Bootcamp is the ideal forum for emerging managers to “test their mettle” – to have their pitch critiqued, examine operational issues and dig deeper on LP-ready issues like fundraising to consultant dynamics. The four-hour program is non-stop learning with sessions led by top LPs and thought leaders. Here’s a look at the institutional investors serving as evaluators of the “Elevator Pitch” session:

Dr. Louis F. Moret, Board of Administration and Member - California Public Employees' Retirement System (CalPERS)
Natalie Jenkins Sorrell - Employees' Retirement Fund of the City of Dallas
Kenyatta Matheny, Investment Officer for Emerging Managers - Illinois State Teachers’ Retirement System
Bryan Lewis, Director of Operations - Department of the North Carolina State Treasurer
Kristi Craig, Senior Investment Officer – US Small Business Administration (SBIC)

EMERGING MANAGER HUB | Get Connected

We’re pleased to launch the Emerging Manager Hub | Consortium 2011 for all event participants to connect before, during and after the event. You will receive an invite to log-on and create a profile. It’s a fast and easy process—and a perfect way for identifying connections and reaching out in advance. All attendees, including institutional investors, fund of fund managers, consultants and managers, are invited to utilize the Hub. Sign in to the EMH here, or if you did not receive your invite, contact us today.

INDUSTRY SURVEYS | Your Feedback Is Key

As part of Consortium 2011, RG & Associates is conducting a survey of the emerging manager sector. Completing the survey will take just a few minutes—and your response will provide a much-needed snapshot of emerging manager commitments and returns.

• Institutional Investors click here

• Emerging Manager click here

VIP CONNECT | Confirm Your Schedule

If you registered to participate in VIP Connect (the last session on Wednesday, June 8th), you will receive an e-mail instructing you about logging in and making your meeting selections. In the system, you can view your schedule and make changes as often you like until up until the 3pm (EST) on Monday, June 6th. Printouts of your schedule will be provided to you when you register.

PARTICIPANT PROFILES | Quick Link

In early June, we’ll publish a PDF that includes each participant’s profile and contact info. If you have not yet posted your company profile as part of your online registration, we encourage you to do it today. Like our new Hub, Consortium 2011 profile book is a benefit of participating in the event.

On behalf of the RG & Associates team, I look forward to seeing you in New York.

SPECIAL THANKS | Advisory and Planning Committee Members

Consortium 2011 gratefully acknowledges the time, energy and ideas from our 2011 Advisory Committee Members and Planning Committee Members. Their participation throughout the planning process to create the program of events has been invaluable.

Advisory Committee Members

• Kristi Craig, Senior Investment Officer – US Small Business Administrator (SBIC)
• Solange Fernandez-Brooks, Portfolio Manager, Investment Executive Unit – CalSTRS
• Kim Lew, Director of Investments – Carnegie Corporation of New York
• James Lewis, Treasurer – State of New Mexico
• Kenyatta Matheny, Investment Officer Emerging Managers, Illinois State Teachers’ Retirement System
• Lou Moret, Member, Board of Administration & Member, Investment Committee – California Public Employees’ Retirement System
• David Ourlicht, Commissioner – New York State Insurance Fund
• Michael Warren, Trustee – DC Retirement Board
  

Planning Committee Members

• Jerry Bias, Senior Partner and Head of Trading – Cyrus Capital Partners
• Eduardo Bohorquez, Managing Director – Inter-Atlantic Partners
• Susan Carter, President and CEO – CommonFund Capital
• Judy Chambers, Managing Director – Pension Consulting Alliance
• Laureen Costa, Portfolio Manager – JP Morgan Private Equity Group
• Kristen Finney Cooke, Senior Consultant – NEPC, LLC
• Kristie Goodman, Vice President of Marketing – Parish Capital Advisors, LLP
• Elizabeth Granville-Smith, Managing Director – BV Investment Partners
• Sharon Marrow, Managing Director – Smith Whiley & Company
• Joseph Schlater, CEO – Busara Advisors
• Garth Timoll, Vice President – Top Tier Capital Investments
• Kelly Williams, Managing Director and Head of the Customized Fund Investment Group – Credit Suisse