Marquette Moderating Emerging Managers Panel at Pension Bridge 4/6

April 01, 2016

On Wednesday, April 6, Kelli Schrade, director of manager research, will moderate a panel on emerging managers at the Pension Bridge Annual Conference in San Francisco. Speakers on the panel include Laurie Weir, investment director at California Public Employees’ Retirement System (CalPERS), Tina Byles Williams, CEO and CIO at FIS Group, Inc. and Nancy Davis, managing partner and CIO at Quadratic Capital Management LLC.

The panel will cover topics such as:

  • How are plans defining emerging managers and what has been the evolution of the programs?
  • What are the benefits and opportunities offered by Investing in next generation managers?
  • Explain diversity and how you achieve it
  • What are the best practices for deploying capital in this space?
  • Due diligence and key points of analysis for selecting emerging managers
  • What separates the emerging managers that will be top performers from the rest of the pack?
  • What are the perceived risks of emerging managers? Are they myths or realities?
  • Comparing the risk/return profile of emerging managers to established managers
  • Research statistics and results on emerging manager performance
  • Are there certain asset classes where emerging firms do better or have a performance advantage?
  • Are there any differences in procedures for monitoring emerging managers?
  • New firms fundraising – how important is it to be spun out from traditional or name-brand firms? Key differentiators that enable a successful fund raising?
  • Insider’s view – fundraising process, responsibilities, balancing time and priorities
  • What success and challenges have you experienced? Any important lessons learned?
  • Is there a need for niche strategies to capitalize on market inefficiencies in order to expand in this market?
  • What is happening with firms that have reached critical mass?

For more information, please visit the Pension Bridge website.

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