Andrew Finver spoke at CastleOak Lunch Forum

March 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.


Thurman White spoke at Beyond Bias Summit

March 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.


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.


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.


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.


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? 


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.