Annual Diverse and Emerging Managers Investment Conference

Agenda

8:00 am – 9:00 am
Registration and Networking Breakfast
Main Lobby
Shanker Hall
9:00 am – 9:30 am

Welcome Remarks
Taffi Ayodele
Director of Diversity, Equity and Inclusion & Emerging Manager Strategy

State of the New York City Pension Funds
Steven Meier, CFA, FRM
Chief Investment Officer

Shanker Hall Rooms A & B
9:45 am – 10:30 am
Asset Class Panels (Session 1)

Private Equity | Shanker Hall A & B

The LP/GP Dance: How to Build Trust and Raise a Fund

Facilitator: Patricia Miller Zollar, Managing Director
Neuberger Berman

Panelists

Jonathan Lesser, Senior Investment Officer, Private Equity Office of the New York City Comptroller
David Perez, Co-Founder and Managing Partner Avance Investment Management
Stephanie Geveda, Founding and Managing Partner Coalesce Capital


Real Estate | 19th Floor, Rooms B & C

What It Takes: How to sustain and grow an EM business in the face of market uncertainty

Facilitator: Ermias Nessibu, CPA, Principal GCM Grosvenor

Panelists

Neville Rhone, Co-Founder and Managing Partner Arc Capital Partners
Jennifer McElyea, Co-Founder and Managing Partner
Ethos Real Estate
Eric Freeman, Founding and Managing Partner
Grandview Partners


Infrastructure | Floor 19, Rooms D & E

Unlocking Investment Potential: Emerging Managers and trends in infrastructure

Facilitator: Melissa Ding, Director, Infrastructure Private Equity BlackRock

Panelists

Petya Nikolova, Deputy Chief Investment Officer and Head of Infrastructure Office of the New York City Comptroller
Winnie Wutte, Founding Partner
Asterion Industrial Partners
Alfredo Marti, Co-Founder and Partner Sandbrook
Ying Lin, Vice President StepStone


Brokerage Opportunities | 19th Floor Room F

Facilitator: Mark Pendarvis, Investment Officer Office of the New York City Comptroller

Panelists

Brent Hicks, Managing Director, Global Head of Equity Trading & Futures BlackRock
Daniel Hyman, Managing Director PIMCO
Michael Grogan, Co-Head of U.S. Fixed Income Trading, Global Trading
T. Rowe Price
Brian Rubin, Co-Head of U.S. Fixed Income Trading, Global Trading
T. Rowe Price

10:45 am – 11:30 am
Asset Class Panels (Session 2)

Public Equity & Fixed Income | Shanker Hall A & B

Public Markets: What’s on the Horizon?

Facilitator: Lawrence P. Bancroft, President & Chief Executive Officer
Bivium Capital Partners

Panelists

John Merseburg, CFA, Head of Public Equity Office of the New York City Comptroller
Robert Feng, Head of Public Fixed Income Office of the New York City Comptroller
Bud Pellecchia, Senior Vice President Callan
Russell Elliott, Head of Asset Management Market Intelligence Nasdaq eVestment
Nedelina (Nina) Petkova, Senior Investment Director NEPC
Vanessa Vargas Guijarro, Vice President Segal Marco Advisors


The Changing Landscape of ESG: Shaping the Future for Diverse & Emerging Managers What’s on the Horizon? | 19th Floor, Rooms D & E

Facilitator: Lisa Hinds, Managing Director, Client Engagement & Sustainability Xponance

Panelists

John Adler, Chief ESG Officer Office of the New York City Comptroller
Jimmy Yan, Director of ESG Office of the New York City Comptroller
Tara Mei Smith, ESG Integration Officer Office of the New York City Comptroller


Hedge Funds | 19th Floor, Room H

360 Degree View of MWBE Firms

Facilitator: Katerina Schuman, Senior Investment Officer, Hedge Funds Office of the New York City Comptroller

Panelists

Neil Messing, Head of Hedge Funds
Office of the New York City Comptroller
Marina Filkin, Vice President, Investment Research Aksia
Meredith Tate Scott, Vice President, Capital Introduction Goldman Sachs


Alternative Credit | 19th Floor, Rooms B & C

Challenges and Opportunities in Private Credit Investing

Facilitator: Kyle Brennan, Executive Director GCM Grosvenor

Panelists

Carlos Mendez, Co-Founder and Managing Partner
Crayhill Capital Management
Leigh Sansone, Chief Investment Officer & Founding Partner
Paceline Equity Partners

11:30 am – 11:45 am
Break
11:45 am – 1:00 pm

Lunch, Keynote Remarks & Fireside Chat

Keynote remarks by Comptroller Lander
Remarks by First Deputy Mayor Sheena Wright

Comptroller Brad Lander in conversation with Ursula Burns, Co-Founder of Integrum

Shanker Hall, Rooms A, B & C & Pre-Function C
1:15 pm – 2:00 pm
Roundtable Discussions Led by Xponance

ESG/Just Transition | Shanker Hall A & B
Facilitator: Lisa Hinds, Managing Director, Client Engagement and Sustainability Xponance
Joanne Yoo, Partner Development Partners International (DPI)
Mamadou-Abou Sarr, President V-Square Quantitative Management

Marketing and Communications
| 19th Floor, Room G
Josette Thompson, Managing Director
Prosek Partners
Samantha Norquist, Managing Director
Prosek Partners

Compliance | 19th Floor, Room H
Facilitator: Shelley Simms, General Counsel and Chief Compliance Officer Xponance
Shachi Bhatt, Chief Compliance Officer
Office of the New York City Comptroller
1:15 pm – 2:00 pm
Closed Session LPs Only: The Business Case for Investing in Africa
19th Floor, Room F
2:30 pm – 3:15 pm
Roundtable Discussions
Meet BAM Staff and Industry Leaders

Operations
| 19th Floor, Room F
Facilitator: Shalonda Epps, Director of Portfolio Operations and reporting Xponance
Erik Serrano Bernsten,
Chief Executive Officer Stable Asset Management

Legal Services | 19th Floor, Room H
Facilitator: Shelley Simms, General Counsel and Chief Compliance Officer Xponance
Justina Rivera, General Counsel Office of the New York City Comptroller
Ejim Achi, Co-Chair of Private Equity Practice Greenberg Traurig

Risk
| 19th Floor, Room G
Cesar Gonzales, Director, Manager Development & Client Portfolio Manager Xponance

Technology
| Shanker Hall A & B
Facilitator: David Andrade, Chief Technology Officer
 Xponance
Tracy Fong, Partner
Albourne America

3:30 pm – 4:00 pm

Closing Panel
Emerging Manager Programs: Importance of Collaboration and Cross-pollination (with pension leaders from across the country)

Facilitator: Anyori “AJ” Hernandez, Chief Executive Officer New America Alliance

Panelists

Taffi Ayodele, Director of Diversity, Equity and Inclusion & Emerging Manager Strategy
Office of the New York City Comptroller
Sylvester (Sly) McClearn, Interim Director of Emerging Managers New York State Common Retirement Fund
Marlene Timberlake, Chief Diversity, Equity, and Inclusion Officer
CalPERS
Kirk Sims, Managing Director and Head of the Emerging Manager Program
Teacher Retirement System of Texas

Shanker Hall, Rooms A, B & C

4:30 pm – 7:30 pm
Sponsor Hosted Reception: 60 Pine Street
$242 billion
Aug
2022