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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:
