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Thurman White to be inducted into the Wall of Fame by the Foundation for Oklahoma City Public Schools
October 2017
Thurman V. White, Jr., Chief Executive Officer will be inducted into the Wall of Fame by the Foundation for Oklahoma City Public Schools on November 2 in Oklahoma City, OK. Over the past 32 years, the Wall of Fame has celebrated the long, rich history of Oklahoma City Public Schools (OKCPS). It includes some of the city’s and nation’s most influential business, community and artistic leaders. Click here to learn more
Mona Williams spoke at the Albourne Conference "Hedge 66"
October 2017
Mona Williams, President, spoke at the Albourne Conference "Hedge 66" on October 17 in Santa Monica, CA.
Mona Williams spoke at the New York State Insurance Fund MWBE Forum
September 2017
Mona Williams, President, spoke as part of a panel discussion at the New York State Insurance Fund MWBE Forum on October 4 in Albany, NY.
Safia Mehta spoke at the Association of Investment Management Sales Executives 2017 Fall Conference
September 2017
Safia Mehta, CFA, Senior Vice President and Portfolio Manager, spoke at the Association of Investment Management Sales Executives 2017 Fall Conference, which was held October 11-12 in New York, NY.
Thurman White spoke on Institutional Investing with Minority and Emerging Managers
August 2017
Thurman V. White, Jr., Chief Executive Officer, spoke as part of the panel discussion entitled "Institutional Investing with Minority and Emerging Managers" moderated by TOIGO Board Member and Commonfund Chief Investment Officer Mark Anson. The event was held on September 27 in New York, NY.
Tony J. Lee spoke at the Association of Asian American Investment Managers National Conference
July 2017
Tony J. Lee, Senior Vice President and Portfolio Manager, spoke at the Association of Asian American Investment Managers (AAAIM) National Conference, which was held September 6-7 in New York, NY.
Andrew Finver spoke at Cowen Prime Services and EisnerAmper Town Hall Investor Panel
June 2017
Andrew Finver, Director of Hedge Fund Research, spoke as part of the panel discussion at Cowen Prime Services and EisnerAmper Town Hall Investor Panel on June 27 in San Francisco, CA. Topics to be covered include:
- Current capital raising environment;
- Desired strategies and opportunities for 2017;
- How are hedge fund allocations viewed relative to overall portfolio;
- What not to do in a due diligence meeting and how to best structure marketing materials;
- How important are fees and operational infrastructure for an emerging manager;
- How is a hedge fund evaluated from a qualitative & quantitative perspective.
Mona Williams spoke at NASP Pension and Financial Services Conference
April 2017
Mona Williams, Executive Vice President, spoke at the NASP Pension and Financial Services Conference, "Positive Disruptions: Leveraging New Drivers of Economic Growth", which was held on June 26-28 in Los Angeles, CA.
Thurman White spoke at CalPERS and CalSTRS 2017 Diversity Forum
April 2017
Thurman V. White, Jr., President and CEO, spoke at the CalPERS and CalSTRS 2017 Diversity Forum on May 10 in Sacramento, CA.
Jose Balagot spoke at New America Alliance Roundtable
April 2017
Jose Balagot, Deputy Chief Investment Officer, spoke at the New America Alliance Roundtable on May 18 in Austin, TX.
Andrew Finver spoke at 100 Women in Finance Conference
March 2017
Andrew Finver, Director of Hedge Fund Research, spoke at the 100 Women in Finance Fourth Annual West Coast Investor - Female Owned or Led Manager Conference, "Capitalizing on Diversity and Returns: Investing With Women Managers", on April 20 in San Francisco, CA.
Thurman White spoke at National Action Network Convention
March 2017
Thurman V. White, Jr., President and CEO, spoke on pension diversity funds at the National Action Network Convention, which was held April 26-29 in New York, NY.
Thurman White spoke at Beyond Bias Summit
February 2017
Thurman V. White, Jr., President and CEO, spoke as part of the CEO panel at the Beyond Bias Summit: A National Conversation on Workplace Inclusion and Innovation, which was held March 2-3 in Stanford, CA.
Andrew Finver spoke at CastleOak Lunch Forum
February 2017
Andrew Finver, Director of Hedge Fund Research, spoke at the CastleOak Lunch Forum, which was held on March 16 in New York, NY. Andrew contributed to the panel discussion sharing his thoughts and opinions on the headwinds facing investment managers, the challenges of raising assets in the changing regulatory and political environment, and the importance of delivering sustainable returns over the long-term horizon.
Andrew Finver spoke at Talking Hedge Event
February 2017
Andrew Finver, Director of Hedge Fund Research, spoke at the Talking Hedge event "Diversity: What No One is Talking About—Yet" on March 30 in Chicago, IL.
Thurman White spoke at NASP Emerging and Diverse Manager Forum
January 2017
Thurman V. White, Jr., President and CEO, spoke on the opportunities for MWBE firms at the NASP Emerging and Diverse Manager Forum, which took place on January 12 in Los Angeles, CA.
Alex Hsiao spoke at the Illinois Public Fund Collective Program
November 2016
Alex Hsiao, Chief Investment Officer, spoke at the Illinois Public Fund Collective Program on November 30 in Chicago, IL. Alex moderated the panel discussion, “Plan Sponsors | The Asset Allocation/Manager Opportunity Relationship”.
Industry veteran Janie S. Kass, CFA, joins Progress as Deputy Global Head, Marketing and Client Services
November 2016
San Francisco, November 4, 2016 – Progress Investment Management Company, LLC, a leading provider of Emerging Manager of Managers investment strategies, announced today that Janie S. Kass, CFA, has joined the firm as Deputy Global Head, Marketing and Client Services.

An accomplished professional with an impressive career in institutional asset management, Kass will lead a new relationship management role with an emphasis on strategic client engagement. In addition to her work with clients, she will assume a deputy role to assist with the management and oversight of the Marketing & Client Services department. In her role, Ms. Kass will report to Mona Williams, Executive Vice President.
Click here to read the press release
Thurman White spoke at 20th Annual NASP Symposium
October 2016
Thurman V. White, Jr., President and CEO, spoke at the 20th Annual NASP Symposium, which was held October 17-18 in New York, NY. Click here to learn more about the event
Tony J. Lee spoke at Emerging Manager Summit South
October 2016
Tony J. Lee, Senior Vice President and Portfolio Manager, spoke at the Emerging Manager Summit South, which took place November 6-7 in Austin, TX. Click here to learn more about the event
Jose Balagot spoke at NASP 10th Annual Emerging Manager Forum
September 2016
Jose Balagot, Deputy Chief Investment Officer, spoke at the NASP 10th Annual Emerging Manager Forum, which was held on September 22 in Baltimore, MD. Discussions were centered around the impact of BREXIT: is it time for emerging managers to consolidate to acquire more assets? Click here to learn more about the event
Andrew Finver spoke at Advanced Hedge Fund training event sponsored by KPMG
August 2016
Andrew Finver, Director of Hedge Fund Research, was one of the panelists at KPMG's internal Advanced Hedge Fund training event, which was held on August 23 in San Francisco, CA.
Safia Mehta spoke at 11th Annual Sub-Advisory Roundtable
July 2016
Safia Mehta, CFA, Senior Vice President and Portfolio Manager, served as a moderator of the panel discussion "Global Perspectives: Where will the Market Provide Opportunities and What Are the Biggest Challenges On the Horizon?" at the 11th Annual Sub-Advisory Roundtable, which was held July 19-20, 2016 in New York, NY. Click here to learn about the event
Mona Williams spoke at NASP Annual Pension and Financial Services Conference
June 2016
Mona Williams, Executive Vice President, spoke at the NASP Annual Pension and Financial Services Conference, "The New Normal: Searching for Opportunity in a Complex World", which was held June 13-15 in Atlanta, GA. Click here to learn about the event
Mona Williams facilitated Coaching Session at 13th Annual ConsortiumEAST
June 2016
Mona Williams, Executive Vice President, facilitated a Coaching Session at the 13th Annual ConsortiumEAST, a forum for investors, small and diverse managers, which took place June 8-9 in New York, NY. Click here to learn about the event
Andrew Finver attended EPIC Returns conference
April 2016
Andrew Finver, Director of Hedge Fund Research, attended the EPIC Returns conference, which was held April 27-29 in Half Moon Bay, CA. This by invitation-only event provided a platform to engage in a conversation between actively allocating investors, pension consultants, private clients, and select alternative investment managers to gain the information and clarity necessary to build a world class business today.
Thurman White spoke at 2016 PUSHTech2020 Summit
April 2016
Thurman V. White, Jr., President and CEO, spoke on the value of diversity for businesses at 2016 PUSHTech2020 Summit, which was held April 21-22 in San Francisco, CA. Click here to access the event agenda
Andrew Finver spoke at 100 Women in Hedge Funds West Coast Senior Practitioner Conference
March 2016
Andrew Finver, Director of Hedge Fund Research, spoke at the 100 Women in Hedge Funds West Coast Senior Practitioner Conference, "Capitalizing on Diversity and Returns: Investing With Women Managers", on April 7 in San Francisco, CA.
Thurman White spoke at California State Teachers’ Retirement System Forum
March 2016
Thurman V. White, Jr., President and CEO, spoke at the Forum, sponsored by California State Teachers’ Retirement System and State Street Global Advisors, "Taking Action to Achieve Gender Balance in the Financial World", on March 8 in San Francisco, CA.
Andrew Finver to speak at Talking Hedge Event "Diversity: What No One is Talking About—Yet"
March 2016
Andrew Finver, Director of Hedge Fund Research, will speak at the Talking Hedge event, "Diversity: What No One is Talking About—Yet" on March 30 in Chicago, IL. Andrew will moderate the panel discussion, "Due Diligence: Examining the Diversity Dividend”.
Mona Williams spoke at New York State Teachers Retirement System's MWBE Investments and Professional Services Conference
February 2016
Mona Williams, Executive Vice President, spoke at New York State Teachers Retirement System's MWBE Investments and Professional Services Conference, which was held on February 11 in Albany, NY. Click here to learn about the event
Andrew Finver spoke at the Connecticut Hedge Fund Association symposium
February 2016
Andrew Finder, Director of Hedge Fund Research, spoke at the Connecticut Hedge Fund Association symposium "Opportunities for Emerging Managers and other SRI Initiatives" on February 25 in Greenwich, CT. Click here to learn about the event
Thurman White spoke at the Rainbow PUSH Coalition & Citizenship Education Fund 19th Annual Wall Street Project Economic Summit
January 2016
Thurman V. White, Jr., President and CEO, spoke at the Rainbow PUSH Coalition & Citizenship Education Fund 19th Annual Wall Street Project Economic Summit "Wall Street: The New Paradigm - Access to Opportunity", which was held February 16-18 in New York, NY. Click here to learn about the event
Thurman White spoke at Endowments and Financial Services Summit
November 2015
Thurman V. White, Jr., President and CEO, spoke on strategies to achieve diversity in investment management at 2015 Endowments and Financial Services Summit on November 5 in New York. Click here to request the presentation
Progress concluded Plan Sponsor and Emerging Manager Conference, “Game Changers. Changing the Industry. Transforming the World.”
November 2015
On November 22-24, 2015, Progress hosted the Plan Sponsor and Emerging Manager Conference, “Game Changers. Changing the Industry. Transforming the World”, in Scottsdale, AZ. At a turbulent time in the global marketplace, the Progress team of experts together with Progress’ funded managers, plan sponsor clients, pension consultants, MWBE brokerage firms, academicians, and select industry opinion leaders examined current trends and the future of emerging manager investing. Click here to request event materials
Andrew Finver spoke at Albourne’s annual conference
October 2015
Andrew Finver, Director of Hedge Fund Research, spoke about women and minority hedge fund managers at Albourne's annual conference that took place on October 19-21 in Montreal, Canada.
Progress and GE Asset Management co-hosted CEO Roundtable
September 2015
In celebration of its 25th business anniversary, Progress has convened a CEO Roundtable for asset management leaders from Progress-funded emerging and MWBE investment firms. GE Asset Management co-hosted this event, which was held on October 1-2 at GE's renowned Crotonville Global Leadership Institute Campus.
Thurman White spoke at National Council on Teacher Retirement Conference
September 2015
Thurman V. White, Jr., President and CEO, spoke as part of the panel discussion at the National Council on Teacher Retirement Conference, which took place on October 10-15 in La Jolla, CA. Click here to access the event website
Safia Mehta spoke at Institutional Investor 10th Annual Sub-Advisory Roundtable
July 2015
Safia Mehta, CFA, Senior Vice President & Portfolio Manager, spoke at the Institutional Investor 10th Annual Sub-Advisory Roundtable, which was held on July 21 and 22 in Apella, NY. Click here to access the event website
Safia Mehta spoke at Financial Research Associates Conference "Optimal Client Servicing for Asset Managers"
July 2015
Safia Mehta, CFA, Senior Vice President & Portfolio Manager, spoke on effective ethical culture that creates protections for client interests at the Financial Research Associates Conference "Optimal Client Servicing for Asset Managers" on July 23 in New York. Click here to access the event website
Progress sponsored CFA Institute Conference "Women in Investment Management"
June 2015
Progress sponsored the CFA Institute's Conference "Women in Investment Management" held on June 2-3 in San Antonio, TX. Click here to learn about the event
Mona Williams co-chaired and presided over NASP's Inaugural Africa Financial Summit
June 2015
Mona Williams, Executive Vice President, co-chaired and presided over NASP's Inaugural Africa Financial Summit, which was held on June 15-17 in Chicago, IL. Click here to learn about the event
Thurman White spoke at NASP 26th Annual Pension and Financial Services Conference
June 2015
Thurman V. White, Jr., President and CEO, spoke during the panel discussion, "Leveling the Playing Field: How Institutional Investors Impact Diversity in Investment Management," at NASP 26th Annual Pension and Financial Services Conference, which took place on June 15-17 in Chicago, IL. Click here to learn about the event
Thurman White spoke at SACRS Spring Conference
May 2015
Thurman V. White, Jr., President and CEO, spoke at the State Association of County Retirement Systems (SACRS) Spring Conference, which took place on May 12-15 in Anaheim, CA. Click here to access the conference information
Progress one of AAAIM 2015 National Conference sponsors
May 2015
Progress was one of the sponsors of the Association for Asian American Investment Manager’s (AAAIM) 2015 National Conference on May 27-28 in New York City. Founded in 2006, AAAIM’s mission is to provide greater access and leadership mobility for Asian Americans in the world of investment management. Challenged with a lack of diverse leadership in the field, AAAIM advocates for the hiring of more diverse individuals in decision-making positions as well as greater allocations to diverse managers. Click here to learn about the event
Safia Mehta and Tony Lee spoke at AAAIM 2015 National Conference
May 2015
Safia Mehta, CFA, Senior Vice President & Portfolio Manager, and Tony Lee, Senior Vice President & Portfolio Manager, spoke at the Association for Asian American Investment Manager’s (AAAIM) 2015 National Conference on May 27-28 in New York City. Click here to access the event agenda
Tony Lee spoke at Emerging Managers Summit
May 2015
Tony Lee, Senior Vice President & Portfolio Manager, spoke at the Emerging Managers Summit, which was held on June 8-9 in Chicago. Click here to learn about the event
Andrew Finver spoke at Emerging Managers' Best Ideas Forum
April 2015
Andrew Finver, Director of Hedge Fund Research, spoke as part of the panel at UBS Emerging Managers' Best Ideas Forum on March 25 in New York City.
Thurman White received a Trailblazer Award at ABFE 2015 Annual Conference
April 2015
Thurman V. White, Jr., President and CEO, received a Trailblazer Award at the ABFE 2015 Annual Conference, which was held on April 23-25 in Napa Valley, CA. Click here to access the event website
Progress co-sponsored 2015 Diverse Investment Forum - West "In Search of Alpha and Best Execution"
March 2015
Progress co-sponsored the 2015 Diverse Investment Forum - West, "In Search of Alpha and Best Execution", an exclusive by-invitation only event for endowment, foundation and corporate investment professionals. The Forum was held on March 31 at the Federal Reserve Bank of San Francisco and featured prominent speakers such as Emmett Carson, CEO, Silicon Valley Community Foundation; Joel Wittenberg, CIO, W.K. Kellogg Foundation; and George Zinn, Treasurer, Microsoft. Click here for event details
Andrew Finver spoke at MWBE Symposium "Minority and Women-Owned Hedge Funds"
March 2015
Andrew Finver, Director of Hedge Fund Research, moderated a panel discussion at Cantor Prime Services MWBE Symposium, "Minority and Women-Owned Hedge Funds", on April 10 in San Francisco.
Thurman White quoted in Pensions & Investments article
March 2015
Thurman V. White, Jr., Progress President and CEO, was quoted in the Pensions & Investments article titled "More Opportunities Coming from Institutions: Asset Owners Increasingly Turn to Emerging Firms for Diversity, Chance to Tap New Talent".
Andrew Finver quoted in Pensions & Investments article
March 2015
Andrew Finver, Director of Hedge Fund Research, was quoted in the Pensions & Investments article titled "Investors Find Talent, Size Elusive Among Emerging Hedge Fund Firms".
Mona Williams spoke at 100WHF West Coast Senior Practitioner Conference "Capitalizing on Diversity and Returns"
March 2015
Mona Williams, Executive Vice President, moderated a panel discussion at 100WHF West Coast Senior Practitioner Conference, "Capitalizing on Diversity and Returns", on April 9 in San Francisco.
Andrew Finver spoke at Hedge Fund Startup Forum
March 2015
Andrew Finver, Director of Hedge Fund Research, spoke as part of the panel “Gaining Institutional Investment: What Do Fund Investors Look For When Selecting Emerging Managers?” at the Hedge Fund Startup Forum, which will be held on March 26 in New York City. Click here for event details
Progress sponsored CFA Society's panel discussion entitled "Emerging Managers: Entrepreneurship in Asset Management"
March 2015
Progress sponsored CFA Society's panel discussion entitled "Emerging Managers: Entrepreneurship in Asset Management", which took place on April 1 in Dallas, Texas. Hosted by Safia Mehta, CFA, Senior Vice President, and moderated by Jose Balagot, Deputy CIO, the panel engaged in a multi-dimensional conversation on how to start and grow a successful asset management firm. Click here for detailed information on the event
Tony Lee and Safia Mehta spoke at NYS Comptroller Thomas P. DiNapoli 8th Annual Emerging Manager & MWBE Conference
February 2015
Tony Lee, Senior Vice President & Portfolio Manager, and Safia Mehta, CFA, Senior Vice President & Portfolio Manager, spoke about the emerging manager lifecycle including asset allocation shifts, key challenges, and areas of focus for future opportunities at NYS Comptroller Thomas P. DiNapoli 8th Annual Emerging Manager & MWBE Conference on February 13. Click here to request a copy of Tony Lee's and Safia Mehta's presentation
Alex Hsiao spoke at NYSTRS 5th Annual MWBE Investments and Professional Services Conference
February 2015
Alex Hsiao, Chief Investment Officer, spoke at the New York State Teachers’ Retirement System 5th Annual MWBE Conference, Expanding Access, Increasing Opportunities, held on February 12 in Albany, NY. Participating on a panel moderated by Nathan Lee, CFA, Manager of External Equities for NYSTRS, Alex shared his views on the attributes clients most look for in the emerging manager space, the evolution of emerging manager investing, and particular strategies where emerging firms add value. He also shared thoughts on the most important traits Progress looks for in managers, as well as common mistakes firms make when presenting themselves.
Mona Williams spoke at NASP 2015 Emerging Manager Forum
January 2015
Mona Williams, Executive Vice President, spoke at the National Association of Securities Professionals (NASP) Emerging Manager Forum, which took place on January 8 in Chicago. She provided insights on how emerging managers can grow their business and discussed challenges that smaller firms are likely to face. Click here to request a copy of Mona Williams' presentation
Thurman White spoke at ConsortiumWest
December 2014
Thurman V. White, Jr., Progress President and CEO, spoke about emerging manager investment initiatives at ConsortiumWest, which was held on December 3-4 in Los Angeles. Click here to request a copy of Thurman White's presentation
Andrew Finver spoke on trends in MWBE investing
December 2014
Andrew Finver, Director of Hedge Fund Research, spoke as part of the panel discussion about trends in MWBE investing, seeding/funding opportunities, and advice for MWBE managers at the Liquid Alternatives seminar hosted by the Capital Introduction Group on December 10 in New York City.
Thurman White shared insights on the W.K. Kellogg Foundation case study
November 2014
Thurman V. White, Jr., Progress President and CEO, talked about the W.K. Kellogg Foundation's case study and why the foundations community should consider investing with emerging managers. Click here to watch
Progress hosted regional event for clients and funded managers
November 2014
On November 24, Progress Investment Management Company held Progress Perspectives, a half-day event titled "Mining the Value of Emerging Manager Investing", in New York City. Leading institutional investors, emerging managers, thought leaders, and prominent subject matter experts shared their insights, research findings and best practices associated with emerging manager investing and how to “mine the value” in a way that achieves success for all stakeholders. Click here to watch the highlights of the event
Case Study of the W.K. Kellogg Foundation: Who Manages the Money? How Foundations Should Help "Democratize Capital"
October 2014
Thurman V. White, Jr., President and CEO, in cooperation with the Association of Black Foundation Executives (ABFE), wrote the case study of the W.K. Kellogg Foundation entitled "Who Manages the Money? How Foundations Should Help "Democratize Capital"". Click here to learn more and request the case study

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