Schedule

Consortium 2021: Leadership = Action

June 8, 2021


10:00am – 11:15am CT	The Investor Allocation Challenge This session kicks-off the Leadership = Action theme of Consortium. The Investor Allocation Challenge raises the bar for investors to commit to diverse and women managers as they pursue their goal of outsized performance while tapping the next generation of investment managers. At the end of this conversation, we hope new and existing investors in the space will ask themselves, “What am I willing to commit?” Introduction Michael Sacks, Chairman and Chief Executive Officer, GCM Grosvenor Renae Griffin, Executive Director, GCM Grosvenor Moderator: Francis Idehen, Chief Operating Officer, GCM Grosvenor Speakers Peggy Alford, Executive Vice President, PayPal Darrel Hackett, President, BMO Wealth Management – U.S. Ksenija Jovanovic, Vice President, Aflac Global Investments
11:15am – 11:30am CT	Break
11:30am – 12:45pm CT	LP Intensive: Playbook for Change Increasingly, investors are being challenged to “put their money where their mouth is” and convert stated diversity, equity, and inclusion objectives into meaningful allocations. In this session, executive leaders, investment staff, board members, and consultants discuss the steps they took to put capital to work with diverse and women managers, highlighting the importance of buy-in and participation from all levels and departments within their organizations. Moderator Sam Austin, Partner, NEPC Panelists Kim Lew, Chief Executive Officer, Columbia Investment Management Company Eric Nilles, AVP, Enterprise Investments, Health Care Service Corporation Steps for Change – Roundtable Discussions Institutional investors participate in this LP-only session to learn best practices and hear from peers who are turning words into action. Participants also join roundtables facilitated by top institutional investors on topics including: Creating greater board and workforce diversity – why and how Reggie Sanders, Director of Investments, Kellogg Foundation Onboarding an investment team with a focus on diversity, equity, and inclusion (DEI) Rob Manilla, Vice President and Chief Investment Officer, The Kresge Foundation The importance of alignment with consultants on internal DEI policy Unmi Song, President, Lloyd A. Fry Foundation Implementing DEI policy Minoti Dhanaraj, Investment Manager, Pension Boards United Church of Christ Restructuring a portfolio to include diverse manager investments Andrew Junkin, Chief Investment Officer, Employees’ Retirement System of Rhode Island Expanding investment opportunities by sourcing diverse managers Stephen Cammock, Executive Director, GCM Grosvenor
12:45pm – 1:15pm CT	Lunch Break
1:15pm – 2:15pm CT Two concurrent 1-hour sessions · Real Estate + Infrastructure · Absolute Return Strategies 2:30pm – 3:30pm CT · Private Equity	GP Bootcamp: The New Pitch – What LPs Look for Today For GPs, getting the attention of LPs and consultants is more challenging than ever. The mix of technology, videos, marketing materials, messaging, and delivery all play a vital role in getting noticed – and funded. Meanwhile, LPs and consultants continue to look for more efficient ways to cut through the noise and identify the best new and diverse managers. “The New Pitch,” has been created with both groups’ objectives in mind. In this session, qualifying GPs will submit a video of their pitch and marketing materials for review by a panel of top institutional investors, consultants and the GCM Grosvenor investment teams. These panels will select a handful of GPs among the submissions and provide live feedback, intended to help shape the GP’s materials and hone their presentation skills. “The New Pitch” will also provide LPs and consultants in attendance a view into the universe of diverse and women manager talent and offer the chance to schedule a meetings with GPs of interest. Absolute Return Strategies Moderator: Amy Wierenga, Chief Risk Officer, GCM Grosvenor Pitching Managers Nancy Kukacka, Founder and Principal, Avalon Global Asset Management, LLC Kenney Oh, President and Chief Executive Officer, VeriStar Capital Panel of Judges Jim Casselberry, Chief Investment Officer, 4S Bay Partners LLC Jonathan Grabel, Chief Investment Officer, Los Angeles County Employees Retirement Association William “Bill” Lee, Senior Vice President and Chief Investment Officer, New York Presbyterian Real Estate and Infrastructure Moderator: Ermias Nessibu, Associate, Real Estate Investments, GCM Grosvenor Pitching Managers Alexis Lewis, Vice President, Investments, Brasa Capital Management Eric Samek, Managing Director, Brasa Capital Management Susan Wisialko, Founder and Chief Investment Officer, Global Infrastructure Finance LLC Deepak Hathiramani, Founding Partner & Executive Chairman, SteeleHarbour Capital Partners Panel of Judges Alicia Glen, Founder and Managing Principal, Former Deputy Mayor of NYC, MSquared Adrean Kreig, Assistant Manager of Equity Real Estate Acquisitions, New York State Teachers Retirement System Kate Richard, Founder, Chief Executive Officer and Co-Chief Investment Officer, Warwick Investment Group Private Equity Moderator: Atara Charnoff, Principal, Private Equity Investments, GCM Grosvenor Pitching Managers Mariah Lichtenstern, Founding Partner, DiverseCity Ventures Melissa Medina, Managing Partner, eMerge Ventures Felice Gorordo, Chief Executive Offier, eMerge Ventures Tarrus Richardson, Chief Executive Officer, IMB Partners Panel of Judges Reynold Martin, Managing Principal, Allstate Insurance Company John Kelly, Investment Analyst, Boston Retirement Phil Alphonse, Senior Partner, Vistria

June 10, 2021


10:00am – 12:00pm CT Six 15-minute meetings, with 5-minute transitions		VIP Connect This session creates an intersection where LPs, consultants and diverse managers meet. During these one-on-one meetings, institutional investors and their advisors discuss with GPs their investment programs, focus, considerations, and processes. Note: these introductory meetings are for information exchange only. We encourage managers to not “sell” during this time. In 2021, Consortium will feature a more curated approach to matching LPs, consultants, and diverse managers, for an extra-tailored experience. Learn more about VIP Connect here.
12:00pm – 12:30pm CT		Lunch Break
12:30pm – 3:00pm CT 30-minute sessions, with 10-minute transitions		Investors in Action Continuing Consortium’s 18-year tradition of connecting attendees, we invite diverse and women managers to join small, curated workshops called “Investors in Action.” In these discussions, GPs hear from allocators who are actively investing with small, emerging and/or diverse managers. These sessions are critical for managers seeking information, access, and a chance to learn about investors’ manager selection process. Workshop Leaders Michael Buchman, Vice President and Co-Chief Investment Officer, Conrad N. Hilton Foundation David Gilmore, Chief Investment Officer, Harry, and Jeanette Weinberg Foundation David Greenberg, Deputy Chief Investment Officer, The California Endowment Andy Greene, Managing Director, Investments, Toronto Transit City Pension Fund Society Nickol Hackett, Chief Investment Officer, The Joyce Foundation Harisha Koneru Haigh, Managing Director, Northwestern University Endowment Eddie Ramos, Head of External Advisor and Diversity Portfolio Manager, State of New Jersey Division of Investment

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