Schedule
Consortium 2022
All times listed in Eastern Time (ET)
11:00am
| Registration Opens
|
11:45am – 12:45pm | Institutional Investor Luncheon + Meet the Manager(invitation only)
|
1:00pm – 2:30pm | LP Intensive – No One Shoe Fits All
There is no better place than the LP Intensive to experience peer-to-peer, open dialogue on these important topics that will be further discussed in small working groups following the panel.
Moderator Jarvis Hollingsworth, Chair of the Board of Trustees, Teacher Retirement System of Texas
AJ Hernandez, Director of Emerging Managers, New York State Common Retirement Fund Andrew Junkin, Chief Investment Officer, Office of the General Treasurer at State of Rhode Island Martin Laguerre, Executive Vice President, and Head of Private Equity and Capital Solutions, CDPQ Sophia Tsai, Managing Director, Investments, Trinity Church Wall Street
Working Groups Finding the Next Super Star – Sourcing Managers Early Derek Jones, Managing Director, GCM Grosvenor Starting from Scratch – Building a Diverse Manager Investment Focus David Gilmore, Deputy Chief Investment Officer, The Harry and Jeanette Weinberg Foundation Changing the Conversation from Social Justice to Investment Performance Andrew Junkin, Chief Investment Officer, Office of the General Treasurer at State of Rhode Island How to Get People on Board? Brian O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation To ‘Program’ or not to ‘Program,’ that is the Question Bryan Lewis, Vice President and Chief Investment Officer, U.S. Steel How to Interact with your Board David Corpus, Board Trustee, Teacher Retirement System of Texas |
1:00pm – 2:45pm
| GP Bootcamp
We will then return to the roots of the GP Bootcamp with the iconic Coaching Sessions facilitated by LPs, GPs, and consultants, who will discuss areas of opportunity such as co-investments, ESG, launching a fund in 2022 and beyond, and the impact of established diverse managers investing in diverse businesses/communities. Chrissie Pariso, Managing Director, MPowered Capital
Angel Brunner, Founder and Chief Executive Officer, EB5 Capital Kerstin Dittmar, Managing Partner and Chief Investment Officer, L2Point Miriam Rivera, Chief Executive Officer, Co-Founder, and Managing Director, Ulu Ventures GP Bootcamp Coaching Sessions What are Institutional Standards? Emily Bertsche Murto, Director, UAW Trust Positioning Yourself for Retail Investment Opportunities Tiffany Lewis, Managing Director of Private Equity Investments, JP Morgan Nuances of Launching a Fund in the New Covid Paradigm Leigh Sansone, Chief Investment Officer, Paceline Diversity Squared: Diverse Managers Investing in People of Color Chijoke Asomugha, Partner, FVLCRUM Full Circle: Emerged Managers Investing in Emerging Managers David Bramble, MCB Real Estate Women in Investment Funds: What Does it Take? Alicia Glen, Founder & Managing Partner, Impactive Capital How to Meet ESG Impact Requirements (GP Perspective) Christian Asmar, Managing Partner, Impactive Capital Partnering with LPs Outside of Fund Investments (i.e., GP stakes, JVs, seedings) Neville Rhone Jr., Managing Partner, Arc Capital Partners Operational Due Diligence and Legal Key Areas of Focus Timothy Wyne, Executive Director, GCM Grosvenor Stefanie Platnick, Principal, GCM Grosvenor Operational Due Diligence and Legal Key Areas of Focus Andrew Lettinga, Executive Director, GCM Grosvenor Todd Henigan, Executive Director, GCM Grosvenor Co-Investments: Pros and Cons Jina Kim, Managing Partner, Gates Capital Partner Co-Investments: Pros and Cons Jay Gentry, Chief Investment Officer, Virginia Retirement Systems De’von Jones, Portfolio Manager – Private Equity, Virginia Retirement Systems Fundraising Evolution Post-Covid: Use Your Resources to Your Benefit Ann Berry, Chief Investment Officer, Wheelhouse Marketing Your Product to the Right Consultant George Bumeder, Managing Director, Cliffwater |
2:45pm – 3:15pm
| Break |
3:15pm – 4:00pm | Ask the Experts(concurrent sessions)
Institutional investors and diverse private equity managers are invited to join this interactive session. Attendees can expect to work in small groups to discuss key industry trends such as raising capital as a new manager, LP perspectives, and predictions for 2022 and beyond.
Real estate and infrastructure GPs and LPs come together in a bar-style trivia game focused on emerging and diverse managers in the real assets space. After two years apart, participants are invited to gather for fun and facts.
Participants will engage in interactive polling to discuss critical topics such as risk management and the evolution of investment approaches as we collectively assess the state of our industry. Participants will have the opportunity to discuss their findings in an intimate, small group setting before hearing subject matter experts share their thoughts. |
4:00pm – 6:00pm | General Reception
|
8:00am – 9:00am | Breakfast |
9:00am – 10:15am | Welcome Remarks + General Session
Jumpstarting the day and continuing the theme from the LP Intensive “No One Shoe Fits All,” attendees will hear from prominent investors in alternatives. As we know, institutional investors are seeking quality managers who deliver performance, can scale-up, and be a partner that can grow over time. Yet, how investors source, due diligence, and invest in managers is often unique to their profile and plan type. We will hear from a variety of LPs, who will reveal what managers need to know to help them fundraise among a homogenous and limited investor base, and ultimately build a stable and balanced group of LP relationships.
Leslie Lenzo, Chief Investment Officer, Advocate Aurora Health
John A. Barker, Deputy Chief Investment Officer, The Kresge Foundation Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund |
10:30am – 12:30pm | VIP Connect(Value, Information, and Partnerships)
Learn more about VIP Connect here. |
12:30pm – 1:45pm | Networking Lunch |
2:00pm – 4:00pm | Investors in Action(concurrent sessions)
Speakers Huy Cao, Senior Director, Corporate Credit, CDPQ Rosa Perez, Investment Officer – Diversity Program & Total Portfolio, Illinois State Retirement Fund Ian Toner, Chief Investment Officer, Verus |
4:00pm | Program Concludes |
Advisory Committee
Thank you to the Consortium Advisory Committee for their input and guidance in shaping the agenda and moving the Consortium program forward.
Cherrise Cederqvist
Vice President, Strategic Investment Research Group
PGIM Investments
Cherrise Cederqvist joined PGIM Investments in 2013 as part of the Strategic Investment Research Group, which focuses on the due diligence of outside investment managers. Ms. Cederqvist manages the Diversity Equity and Inclusion Portfolio consisting of Limited Partner stakes among General Partners with substantial ownership and/or management by women and minorities, particularly those raising capital for first or second funds. Prior to joining Prudential, Ms. Cederqvist was a Managing Director at Principal Global Investors, where she was head of Business Strategy, encompassing Product Development and Acquisitions. Previously, she worked in various institutional sales and marketing roles at Credit Suisse Asset Management, Oppenheimer Capital, and UBS Asset Management. Ms. Cederqvist has a B.A. in Psychology from the University of Rhode Island. She received her MBA from Columbia University.
David Gilmore
Deputy Chief Investment Officer
Harry and Jeanette Weinberg Foundation
David Gilmore joined The Harry and Jeanette Weinberg Foundation in 2014 to help build their first investment office. The Foundation has $3.2 billion in assets and will make over $130 million in grants in 2022. The portfolio is invested across all asset classes including hedge funds, private equity, venture capital and real assets. David is responsible for the design and implementation of the Foundation’s strategic and tactical asset allocation, investment manager selection, risk management, and market research. Prior to joining the Foundation, David helped start The Ohio State University investment office in 2009 and served in several senior roles. The investment office was responsible for the investment management of the University’s $3.5 billion long-term investment pool. David was previously a partner at Gerber/Taylor Capital Advisors, Gerber/Taylor is an independent investment advisory firm. During his tenure the firm consulted on over $20 billion in assets and managed over $3 billion in discretionary fund of funds mainly focused on hedge funds and private equity investments. David earned his BBA from Baylor University and an MBA with a concentration in Finance from the University of Memphis. David holds the Certified Financial Planner™ professional (CFP®) designation and the Chartered Alternative Investment Analyst (CAIA) designation.
Jarvis Hollingsworth
Chair Of The Board Of Trustees
Teacher Retirement System of Texas
Andrew Junkin
Chief Investment Officer
Office of the General Treasurer at State of Rhode Island
Andrew Junkin is the Chief Investment Officer for the State of Rhode Island.. He oversees the state’s defined benefit plan, the defined contribution plans, and the 529 program. Prior to joining Rhode Island, Andrew was the President of Wilshire Consulting and spent 25 years in various role in the consulting business.
Leslie Lenzo
Chief Investment Officer
Advocate Aurora Health
Leslie K. Lenzo, CFA is Chief Investment Officer at Advocate Aurora Health in Illinois and Wisconsin. In her role at Advocate Aurora, Ms. Lenzo oversees the investment of $14 billion in corporate and pension assets. She also oversees the investment options available in the organization’s $8 billion defined contribution plans. Prior to Advocate Aurora, Ms. Lenzo was a senior member of the investment team at Northwestern Memorial Healthcare in Chicago. Ms. Lenzo started her career with the investment program at Partners Health Care in Boston and then moved to the sell side to do equity research covering Healthcare Services at SG Cowen. Ms. Lenzo holds a BA in Economics and Government from Georgetown University and a MBA in Finance from Boston University. She is also a CFA charter holder and serves on the investment committee of the Healthcare Financial Management Association and on the investment advisory group of Adventist Health. Ms. Lenzo resides in Downers Grove, IL with her husband and four young sons.
Bryan Lewis
Vice President & Chief Investment Officer
United States Steel Corporation
Bryan Lewis joined U. S. Steel in August 2019 as vice president and chief investment officer. He has executive responsibility for the company’s global investments for both t he defined contribution and defined benefit plans, as well as other related programs. Mr. Lewis arrived at U. S. Steel from the Pennsylvania State Employees’ Retirement System (SERS), where he served as chief investment officer and managed a $30 billion pension fund for the prior three years. Prior to that, he served as the executive director of the $20 billion Illinois State Universities Retirement System. Earlier in his career, Mr. Lewis spent six years in senior investment management roles with the North Carolina Department of State Treasurer. In this capacity, he was responsible for the management, investment and operational strategy, legislative policy and regulatory compliance of the division that managed the $90 billion North Carolina Retirement Systems. In addition, Mr. Lewis created the Emerging Manager Program, identifying high-performing asset management companies owned by minorities and women. Mr. Lewis is a member of the board of AIF Global, National Institute of Public Finance and the Institute for Private Capital. He is also a member of the Investment Advisory Committee for the Virginia Retirement System. In addition, Mr. Lewis was a fellow of the inaugural class of the Finance Leaders Fellowship and is a member of the Aspen Global Leadership Network. A native of Rocky Mount, N.C., Mr. Lewis earned a bachelor’s degree in economics from the University of Maryland at College Park, and completed a master’s degree in business administration at the University of Miami in Coral Gables, Fla
Juan Martinez
Vice President and Chief Financial Officer
John S. and James L. Knight Foundation
Juan Martinez joined Knight Foundation in 2002. As a member of Knight’s executive committee, Martinez is a partner in the development and implementation of the foundation’s strategy. He is responsible for the foundation’s financial management, reporting and regulatory compliance, overseeing the management of its $2.9 billion investment portfolio, and partnering with program staff in development of grants and program-related investments. As Treasurer, Juan manages the Foundation’s cash needs to align its $150 million annual spending with liquidity within its investment portfolio. In order to best ensure the impact of major grants at Knight Foundation, Juan led the development and implementation of a grant financial review program that annually assesses the financial and business operations of the Foundation’s major programmatic investments. In 2011, Martinez led the development of the Knight Enterprise Fund. The fund invested in more than 50 early-stage digital media companies that align with Knight Foundation’s program mission. Martinez serves on the board of portfolio company ViewLift, an OTT management and streaming platform. Juan staffs both the Board’s Audit and Investment Committees, working closely with the Committee Chairs and Trustees to help achieve their governance goals. Juan started his career at CPA firm Arthur Andersen & Co. He left after four years to establish a company focused on the development of intellectual property for film and television as well as an independent financial consulting practice. Prior to joining Knight, he was manager of financial planning for Telemundo Group Inc., the second largest Spanish language US television network. He is an alumnus of Florida International University, Miami Dade College, and the Wharton School of Business. He has been a certified public accountant in the state of Florida since 1992. He currently serves on the Board of Directors of Council on Foundations and City to City Miami. He also serves as an advisor on several committees including the Launch with GS (Goldman Sachs’ initiative to support diverse entrepreneurs).
Angela Miller-May
Chief Investment Officer
Illinois Municipal Retirement Fund
Angela Miller-May currently serves as the Chief Investment Officer for the Illinois Municipal Retirement Fund, a $55.8 billion pension fund that services a membership of over 440,000 active members and over 3,025 employers. She focuses on providing strategic portfolio construction, excellent manager selection and rigorous due diligence and provides leadership to a team of investment professionals in meeting IMRF’s investment goals. Ms. Miller-May recently joined Illinois Municipal Retirement Fund August 2021. Prior to serving as IMRF’s Chief Investment Officer, she served as the CIO for Chicago Teachers’ Pension Fund and in several progressively responsible positions since 2010 when she joined Chicago Teachers’ Pension Fund. Ms. Miller-May serves as a member on several boards and engages with many other organizations. She was honored with the Women Investment Professional (WIP) 2020 Trailblazer Award “Distinguished Woman Investment Professional of the Year” and has been the recipient of many other awards. Ms. Miller-May holds an MBA from Kellstadt Graduate School of Business at DePaul University and has earned her BA in Economics from Northwestern University.
Brian S. O’Neil, MBA
Chief Investment Officer
Robert Wood Johnson Fund
Brian O’Neil joined the Robert Wood Johnson Foundation as Chief Investment Officer in January 2003. He is responsible for the Foundation’s $15 billion investment portfolio. O’Neil worked at the Equitable Life Assurance Society (now AXA Equitable) from 1980 to 2002. He was named Chief Investment Officer in 1992, at the time the company demutualized and went public. In this role he was responsible for Equitable’s $40 billion general account investment portfolio, as well as relationships with ratings agencies and investors. In 1995, he moved to AXA’s headquarters in Paris, where we was global head of Asset/Liability Management and, in 1997, was named Chief Investment Officer of AXA Investment Managers Paris. On his return to Equitable, he became head of the Variable Life and Annuity Funds Management business. O’Neil is a trustee of the Brooklyn Public Library System. He received an MBA from the Columbia Graduate School of Business, and an AB from Princeton University. He received the CFA designation in 1983. O’Neil lives in Brooklyn, is married, and has four children.
Your use of this website is subject to GCM Grosvenor's User Agreement. This website is for informational purposes only and does not constitute an offer of interests in investment products through GRV Securities LLC or investment management or investment advisory services by Grosvenor Capital Management, L.P., GCM Customized Fund Investment Group, L.P. or any of their affiliates. Grosvenor Capital Management, L.P. and GCM Customized Fund Investment Group, L.P. are referred to herein as GCM Grosvenor. GCM Grosvenor®, Grosvenor®, Grosvenor Capital Management®, GCM Customized Fund Investment Group™, Customized Fund Investment Group™, and Consortium™ are trademarks of GCM Grosvenor and its affiliated entities. Alternative investing is speculative and involves substantial risk, including the possible loss of the entire amount invested. GRV Securities, LLC is a Delaware limited liability company registered with the Securities and Exchange Commission as a broker-dealer and a member of the Financial Industry Regulatory Authority and Securities Investor Protection Corporation. Check the background of GRV Securities LLC or its Associated Persons at brokercheck.finra.org.