Conversation and Networking with Diverse Managers
A gathering for diverse investment managers, institutional allocators and consultants
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.
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.
Participants shared successes and ways to address the challenges of competing in the institutional asset management business. The program was followed by a reception.
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
