18th Annual Emerging Manager and MWBE Conference

Comptroller DiNapoli speaking behind a podium

About the Conference

State Comptroller Thomas P. DiNapoli proudly stewards the Common Retirement Fund’s legacy of partnering with new and diverse investors in delivering returns for the more than 1.2 million members, retirees and beneficiaries of the New York State & Local Retirement System.

At our 18th Annual Emerging Manager & MWBE Conference, we will share how the program is innovating and building for the future, while reflecting on our history of success. Attendees will hear from program graduates who’ve transitioned to investing for our core portfolio and have opportunities to network and gain asset class specific insight for future success with the Fund.

Welcome & Opening Remarks

Introduction

Sylvester McClearn

Director of Emerging
Manager Program

Introduction

Lisa Melchior

Founder & Managing Partner
Vertu Capital

Keynote Address

Thomas P. DiNapoli

New York State Comptroller

Guest Speaker

Ursula Burns

Co-Founder
Integrum Partners

The Graduates Panel Discussion

The Emerging Manager program’s mission is to cultivate successful managers for the Common Retirement Fund. In this Panel hosted by the Fund CIO Anastasia Titarchuk, graduates will share their experiences, challenges and successes of transitioning to the core portfolio.

Moderator

Anastasia Titarchuk

Chief Investment Officer &
Deputy Comptroller

Private Equity

Tony Lee

Co-Founder
One Rock Capital Partners

Public Equities

A. Rama Krishna

Founder & Chief Investment Officer
ARGA Investment Management

Real Estate

Tammy K. Jones

Co-Founder & Chief Executive Officer
Basis Investment Group

Legal: Negotiating Fund Agreements

Early Riser Breakout Session

Negotiating the legal documents with your investors is an essential launch to the GP/LP relationship. CRF’s General Counsel will facilitate a mock negotiation, a series of dynamic conversations between seasoned private fund lawyers representing GP and LP clients that will focus on key terms for institutional investors.

Agenda

Emerging Manager Program Team

The Emerging Manager team builds relationships with industry partners and new, small and minority- and women-owned firms so that the Common Retirement Fund can benefit from their investment insights.

Sylvester McClearn

Director of Emerging
Manager Program