MONDAY, JANUARY 23, 2012
4:00 pm
WELCOME
Susan Taylor Batten, President & CEO – Association of Black Foundation Executives
STATE OF DIVERSITY ROUNDTABLE
Senior leaders from foundations and endowments will share their perspectives on how their organizations have brought greater diversity into every facet of their operation. From staff and board diversity to increased awareness regarding grant making in support of diverse community organizations—we’ll explore a range of best practices adopted by leading foundations. Our panel will also discuss nascent efforts to tap a broader, more diverse network of investment managers, including minority and women-owned firms.
Facilitator: Susan Taylor Batten, President & CEO – Association of Black Foundation Executives
Speakers:
Robert K. Ross, M.D., President & CEO – The California Endowment
William C. Bell, President & CEO – Casey Family Programs
Luz Vega-Marquis, President & CEO – Marguerite Casey Foundation
Emmett D. Carson, Ph. D., President & CEO
– Silicon Valley Community Foundation *
Closing Remarks: Renae Griffin, Principal – RG & Associates
6:00 pm
WELCOME RECEPTION
Connect with colleagues—and meet new contacts in an informal networking setting. The Welcome Reception will set the tone
for the day ahead, complete with Capital + Commitment + Connections.
Special Guests:
Senator Curren Price, State Senator - 26th Senate District at California State Senate
Timothy Alan Simon, Commissioner – California Public Utilities Commission
Antonio Villaraigosa, Mayor – City of Los Angeles *
TUESDAY, JANUARY 24, 2012
7:00 am – 8:00 am
BREAKFAST
8:00 am – 8:20 am
WELCOME
Susan Taylor Batten, President & CEO – Association of Black Foundation Executives
Renae Griffin, Principal – RG & Associates
EMERGING MANAGER INITIATIVES: A New Way Forward & What It Means Nationwide
Minority- and women-owned funds represent a high value yet underutilized investment resource to the nation’s most savvy non-profits, foundations and endowments. A long-time advocate for diverse businesses, Commissioner Simon will share his experience with recent efforts to mitigate barriers to emerging and diverse firms in California’s public utility companies.
Speaker:Timothy Alan Simon, Commissioner – California Public Utilities Commission
8:20 am – 9:15 am
FOUNDATION & ENDOWMENT ROUNDTABLE
The Search for Alpha—and More
We will showcase a group of institutions with interest in diverse investment manager initiatives and/or open searches. Hear directly from
investment professionals about what attracts them to tap the expertise of select managers, and why they are passionate about the return
opportunities—and the possibilities on the horizon.
Facilitator: Patricia Gerrick, Outsourced CIO – Howard University
Speakers:
Joseph Boateng, Chief Investment Officer – Casey Family Programs
William Deu Lee, VP, Pensions & Foundation Investments, CIO – Kaiser Permanente
Bert Feuss, Vice President, Investments – Silicon Valley Community Foundation
Bruce Zimmerman, CEO & CIO – University of Texas Investment Management Company (Utimco)
DIVERSE MANAGER SPOTLIGHT | A Look at Top Investment Know-How
We’ve selected the best of the best minority and women-owned funds and emerging manager focused fund of funds in a mix of asset classes to provide institutions with a “first look” at different firms and a first step at fostering a dialogue. This is an ideal way to gain added knowledge and timely insights from experience managers on the front-line of investing within each sector.
9:30 am – 10:30 am
- HEDGE FUND
Facilitator: Joseph P. Schlater, Chief Executive Officer – Busara Advisors
Speakers:
Kenneth Armstead, CEO – Absolute Plus Management
Julie Bouhuys, Founder, Chief Executive Officer & CIO – Concerto Asset Management
Leah Zell Wagner, Ph.D, Founder, General Partner, and Lead Portfolio Manager – Lizard Investors LLC
Stephen Usher, Partner – Standard General LP
Fernando Guerrero, Managing Partner – Varadero Capital, L.P.
PUBLIC EQUITY/ FIXED INCOME
Facilitator: Johnita W. Mizelle, Head of Corporate, Endowment and Foundation Sales – Progress Investment Management Company
Speakers:
Edward E. Johnson, Jr., Chief Operating Officer – Advent Capital Management, LLC
Tedd M. Alexander, III, Portfolio Manager, Managing Member & Founder – Credo Capital Management
Robert Snigaroff, President & CEO - Equity - Denali Advisors, LLC
Monica L. Walker, CPA, CEO & CIO - Equity - Holland Capital Management
John Chalker, Co-Founder and Managing Director – LM Capital Group
10:45 am – 11:45 am
- PRIVATE EQUITY / VENTURE CAPITAL
Facilitator: Garth A. L. Timoll, Vice President – Top Tier Capital Partners
Speakers:
- Willie E. Woods, President & Managing Director – ICV Partners
Wale Adeosun, Chief Investment Officer – Kuramo Capital Management
Kneeland Youngblood, Co-founder & Managing Partner – Pharos Capital Group, LLC
Terry L. Jones, Managing Partner – Syncom Venture Partners
REAL ESTATE
Speakers:
Amachie K. Ackah, Managing Partner – Argosy Real Estate
Quintin E. Primo, III, Chairman & CEO – Capri Capital Partners, LLC
Henry Cisneros, Executive Chairman – CityView
Peter Braffman, Partner – Credit Suisse Customized Investment Group
12:00 pm – 1:45 pm
WORKING LUNCH: CONSULTANT 411
Our working lunch will include two focused opportunities for engagement—table talk discussions and a panel focused on the role of consultants. Representatives from the various foundations and endowments will be seated at each table and will help drive an interactive table talk discussion keying off some of our morning themes.
The late lunch panel will focus on consultants. For managers, getting on the radar of a consultant can be challenging—especially for a minority and women-owned fund. Top consultants will offer insights into ways to prime the search activity and foster a strong connection. And provide insights into how various foundations and endowments have built programs that leverage consultants’ expertise.
Facilitator: Andrea M. Dobson, CPA, Chief Operating and Financial Officer – Winthrop Rockefeller Foundation
Speakers:
C. LaRoy Brantley, Consultant – Cambridge Associates
Jim Russo,Consultant – Colonial Consulting LLC
Rebecca King, Investment Consultant – Hewitt EnnisKnupp
Judy Chambers, Managing Director – Pension Consulting Alliance, Inc.
2:00 pm – 4:00 pm
VIP CONECT | One-on-One Meetings
Minority and Women-owned fund managers are invited to schedule brief (8 minute) one-on-one meetings with professionals from the various
foundations and endowments represented at the event. The focus of the meetings is to provide a quick introduction to various managers and
initiate longer term discussions if a fit exists. VIP Connect is a fast, efficient way for managers and institutional investors to connect
and begin a dialogue.
