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
Andrew Finver spoke on trends in MWBE investing
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 spoke at ConsortiumWest
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.
Progress hosted regional event for clients and funded managers
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.
Thurman White shared insights on the W.K. Kellogg Foundation case study
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.
Case Study of the W.K. Kellogg Foundation: Who Manages the Money? How Foundations Should Help "Democratize Capital"
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"".
Black Enterprise BE100s