Conference / Seminar, Global Passport, Other Industry Event, Student, Virtual Events & Programming

Excellence Investment Summit

Wednesday, February 26 | 5:30 PM - 8:30 PM

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Overview

In celebration of Black History Month, the Excellence Investment Summit brings together successful and experienced industry experts to discuss and analyze the current state of the investment landscape across asset classes. These trailblazing investors will also discuss their professional journeys and provide invaluable insights into pathways to career success. This event offers a unique opportunity to gain a robust understanding of market conditions and future market trends, explore career strategies, and, importantly, connect and network with peers

A networking session will allow you to ask questions, share insights, and make valuable connections. Please share this event with other professionals who may be interested.

Agenda

5:30 PM | REGISTRATION


5:50 PM | INTRODUCTION

Carole Crawford, CFA, Managing Partner, fincap360


6:00 PM | FIRESIDE CHAT

Moderator

TBD

Speaker

Valerie Grant, CFA, Portfolio Manager, Nuveen


6:25 PM | FIRESIDE CHAT

Moderator

Taneka Lawrence, CFA, Head of National Accounts, Polen Capital

Speaker

Ray Whiteman, Co-Founder and Managing Partner, Stellex Capital Management


6:50 PM | PANEL DISCUSSION

Moderator

Antonio Rodriguez, CFA, Director of Investments, 32BJ Benefit Funds

Panelists

Valerie Grant, CFA, Portfolio Manager, Nuveen

Christine Phillpotts, CFA, Senior Vice President, Emerging Markets Equities Portfolio Manager and Senior Research Analyst, Ariel Investments

Brandon Robinson, Managing Director, Global Deputy Head of Private Markets, J.P. Morgan Asset Management

Ray Whiteman, Co-Founder and Managing Partner, Stellex Capital Management


7:15 PM | Q&A


7:25 PM | CLOSING REMARKS

Godwin Marfo Ahenkorah, CFA, Vice President, Alternatives Investment Strategy & Solutions, J.P. Morgan Asset Management


7:30 PM | NETWORKING RECEPTION

Event Partner: