Who Should Attend?
- Decision-makers and senior investment officers of foundations and endowments
- Consultants responsible for assisting clients in sourcing new investment manager talent
- Fund of Funds with a niche for investing clients’ funds with minority and women-owned investment firms
- Minority and women-owned investment firms with a 3+ year track record of successfully managing institutional investor assets, including:
- Equity & Fixed Income Managers with $750 million+ AUM
- Private Equity & Venture Investment Managers with $200 million+ AUM
- Hedge Fund & Real Estate Managers with $100 million+ AUM
Supporting Partners
- Annie E. Casey Foundation
Kenneth M. Jones II, Vice President, Finance and Administration
- The California Endowment
Robert K. Ross, Ph.D., President & CEO - Carnegie Corporation of New York
Kim Lew, Vice President and Co-Chief Investment Officer - Casey Family Programs
William Bell, President & Chief Executive Officer
Joseph Boateng, Chief Investment Officer - University of Texas Investment Management Company “UTIMCO”
Bruce Zimmerman, Chief Executive Officer and CIO - University of Virginia Investment Management Company
Jerry Bias, Board Member - William T. Grant Foundation
Lawrence Moreland, Senior Vice President, Finance & Administration - Winthrop Rockefeller Foundation
Andrea M. Dobson, Chief Operating & Financial Officer




