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, 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”.

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.

Thurman V. White, Jr., President and CEO, spoke at the 20th Annual NASP Symposium, which was held October 17-18 in New York, NY.

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.

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? 

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, 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.

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.

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.