Progress co-sponsored 2015 Diverse Investment Forum - West "In Search of Alpha and Best Execution"
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.
Andrew Finver spoke at Hedge Fund Startup Forum
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.
Andrew Finver spoke at MWBE Symposium "Minority and Women-Owned Hedge Funds"
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
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
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"
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.
Progress sponsored CFA Society's panel discussion entitled "Emerging Managers: Entrepreneurship in Asset Management"
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.
Tony J. Lee and Safia Mehta spoke at NYS Comptroller Thomas P. DiNapoli 8th Annual Emerging Manager & MWBE Conference
Tony J. 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.
Alex Hsiao spoke at NYSTRS 5th Annual MWBE Investments and Professional Services Conference
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
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