Conversation and Networking with Diverse Managers

A gathering for diverse investment managers, institutional allocators and consultants

May 09, 2023
A woman in a beige coat and a man in a suit stand facing each other, engaged in conversation at a conference. Other people talk in the background near tables with papers, water bottles, and chairs.
Photos by Chiké Photography

The Community Foundation for Greater New Haven, as part of its commitment to diversity and inclusion in all aspects of community philanthropy, hosted a conversation and networking event to support diversifying the asset management business.

Four professionals sit at a conference table. One woman speaks into a microphone while the others listen. They are dressed in business attire, and notepads, glasses, and candy bowls are on the table. A large plant is in the background.

Held Thursday, April 27 at The Blake Hotel, the event featured special guest Connecticut State Treasurer Eric Russell. It included interactive panel discussions and a "fireside" interview between a representative from a national consulting firm and a leader in the asset management business.

A man in a suit speaks at a podium to a seated audience in a conference room. A banner with the word Invest is visible beside him, and people listen attentively.

Participants shared successes and ways to address the challenges of competing in the institutional asset management business. The program was followed by a reception.

A group of people in formal attire socialize at an indoor event, some holding drinks. The focus is on a woman with glasses in the center, while others converse around her near a bar area with natural light.

In addition to promoting diversity within the asset management industry, The Community Foundation engages diverse managers for its endowment investments. While only 1.5 percent of assets in the investment management industry are under the management of diverse investment managers, 20 percent of The Community Foundation’s assets are managed by diverse managers.

Participating Panelists:

Taylor G. Abbey, VP Institutional Marketing and Investor Relations, Ariel Investments

A.F. Drew Alden, Chief Investment Offi cer, The Community Foundation; CEO The Community Foundation for Greater New Haven — Mission Investments Company

Derek Ciampini, AAMS®, CRPC®, Senior Vice President, Investments, Raymond James

Adam Cloud, Former Treasurer, City of Hartford; Partner, Brewer Lane Ventures

Christopher C. Cozzoni, Partner, Co-Lead Healthcare Practice

Myra R. Drucker, Investment Committee Member, Kresge Foundation and Jack Kent Cook Foundation; Member of The State of Connecticut Investment Advisory Council

William W. Ginsberg, President & CEO, The Community Foundation for Greater New Haven

Adrielys Gomez, Investment Associate, The Community Foundation for Greater New Haven

Cathy R. Graves, Deputy Director Economic Development, City of New Haven

Chris Koler, CAIA®, Director of Investments, The Community Foundation for Greater New Haven

Michael A. Miller, CFA®, Chief Investment Officer, Crewcial Partners LLC

Angela Outlaw-Matheny, Director of Investment Staff & Diverse Manager Equity, Crewcial Partners, LLC

Emily A. Phillips, Director of Investment, Willis Towers Watson

Valarie Shultz Wilson, Board of Directors and Investment Committee Member, The Community Foundation for Greater New Haven

Booklet

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