2024 iDAC Summit | iDAC Finance

iDAC 2024 GLOBAL SUMMIT

SEPTEMBER 24-26, 2024

PARTNERS GROUP

1200 ENTREPRENEURIAL DR., BROOMFIELD, CO

iDAC is once again gathering industry leaders and organizations for its third annual, Global Finance Summit on Talent Maximization hosted at the majestic Partner’s Group US headquarters in Broomfield, Colorado. This year’s theme, “Elevating the Conversation,” draws inspiration from the Renaissance—a period marked by scientific, artistic and cultural innovations.

Just as the Renaissance transformed societies through inclusion of diverse skills and perspectives, we aspire to create similar groundbreaking advancements. This year’s Summit aims to spark a modern renaissance in the financial sector where diverse talents and leaders converge to unlock our collective potential. Leaders from all facets of the industry are invited to join us on this transformative journey.

Space is limited and prioritized to IDAC Members!

Please register as a Member to receive your Summit Discount Code.

REGISTRATION IS CLOSED

2024 GLOBAL SUMMIT PROGRAM

2024 GLOBAL SUMMIT SPONSORS

iDAC FOUNDATION CHARITY GOLF TOURNAMENT FOR FINANCIAL LITERACY

Would you like to golf for a good cause? You are invited to join us at the iDAC Foundation’s inaugural Charity Golf Tournament for Financial Literacy. Register to play or bid to play on a foursome with a VIP for charity.

To register or bid please go to: www.idacfoundationgolf.com (This event is not included with the Summit registration)
Registration begins at the Omni Interlocken Hotel
500 Interlocken Blvd
Broomfield, CO 80021
iDAC BOARD OF DIRECTORS VIP COCKTAIL RECEPTION

An exclusive poolside cocktail reception for our sponsors, VIPs and guest speakers hosted by the iDAC and iDAC Foundation Board of Directors. This is an invitation-only event.

Omni Interlocken Hotel
500 Interlocken Blvd, Broomfield, CO 80021
iDAC GLOBAL SUMMIT WELCOME RECEPTION

After a day of traveling, get ready to relax and indulge on this must attend event. Join us for an exciting and fun evening at the iDAC Global Welcome Reception to meet your fellow Summit attendees and experiences surely to leave an impression.

Omni Interlocken Hotel
500 Interlocken Blvd, Broomfield, CO 80021

*Shuttle service provided between hotels and receptions*

BREAKFAST PROVIDED AT HOTELS (Hilton, Homewood Suites & Renaissance iDAC Banquet Room)
COFFEE AND CONTINENTAL BREAKFAST PROVIDED AT SUMMIT
OPENING - THE iDAC 2024 GLOBAL SUMMIT
WELCOME TO COLORADO - a Pro-DEI State

Partners Group CEO, David Layton

The Honorable Governor Jared Polis of Colorado
ELEVATING THE CONVERSATION - #StrongerTogether

The iDAC Summit is a place where all constituencies within the Finance Industry acknowledge that Talent Maximization is a key input to innovation, higher profits and a better workforce. Just as the Renaissance transformed societies through inclusion of diverse skills and perspectives, we aspire to create similar groundbreaking advancements. This year’s Summit aims to spark a modern renaissance in the financial sector where diverse talents and leaders converge to unlock our collective potential.

SPEAKERS:

Sam Austin, iDAC Chair & Founder (Partner, NEPC)

Kate Murtagh, iDAC Foundation Chair of the Board of Directors (Chief Compliance Officer & Managing Director of Sustainable Investing, Harvard Management Company)

MonaLisa Como, CEO & President, iDAC and the iDAC Foundation
iDAC INVESTMENT INNOVATION INSIGHTS - Strategies 1 & 2

As an Engine of Inclusive Innovation, the iDAC Summit is where CIOs and Trustees can learn about investment strategies they may not have otherwise been aware of that can add value to institutional investment portfolios. This program offers the first of six strategies that will be presented throughout the Summit.

Strategy 1: David Grain (Founder & CEO Grain Management) with Taffi Ayodele (Director of DEI and Emerging Manager Strategy, NYC Office of the Comptroller)

Strategy 2: Jack Yang (Co-Founder & President, Sycamore Tree) with Clint Kuboyama (Investment Officer, Alameda County Employee's Retirement Association)
COFFEE BREAK
MEET THE iDAC BOARD

The 15 elected members of the iDAC Board drive the strategic direction of the organization. Each Industry Cohort nominates representatives to the Board. Amid the current iDAC election cycle for three new members to the iDAC Board, learn more about the passions that motivated a few of our leaders. Learn what they are doing within their own organizations to highlight the importance of Talent Maximization.

MODERATOR:

Bill Braxton, Managing Director Client Solutions at Goldman Sachs

SPEAKERS:

Jonathan Glidden, CFA Chief Investment Officer at Delta Airlines

Lauren Mathias, SVP & Head of Diversity, Equity & Belonging, Callan

Teri Noble, Principal Investor Relations, HarbourVest

Reggie Scantlebury, Senior Managing Director, Stern Brothers
THE IMPACT OF DIVERSE TRUSTEES AND PENSION LEADERS: A PATHWAY FOR SUCCESS

Join us in this insightful session with public pension leaders and changemakers discussing the importance of leadership and representation. This panel, a partnership led by the iDAC Foundation and the National Conference on Public Employee Retirement Systems (NCPERS) will discuss the building blocks necessary for any public pension to build the next generation of diverse leaders, the challenges to building and sustaining advocacy, and the tools for effective management.

Moderator: Nilza Serrano, Vice Chair of the iDAC Foundation Board of Directors (President & CEO, Serrano & Associates)

Speakers:

Jarvis Hollingsworth (Vice Chairman, Irradiant Partners, LP; Chair, Milken Institute’s Inclusive Capitalism Executive Council)

Hank Kim (Executive Director & Counsel, NCPERS)

Jason Malinowski (Chief Investment Officer at Seattle City Employees' Retirement System)
iDAC INCLUSIVE INNOVATION INSIGHTS – Strategies 3 & 4

As an Engine of Inclusive Innovation, the iDAC Summit is where CIOs and Trustees can learn about investment strategies they may not have otherwise been aware of that can add value to institutional investment portfolios.

Strategy #3:

Sherresse Clarke Soares (Founder & CEO Harbourview)

Steve Neel (New Mexico Educational Retirement System)

Strategy #4:

Greg Shell (Head of Inclusive Growth Strategy, Goldman Sachs)

Joshua Beers (Head of Private Equity Investments – NEPC, LLC)
NETWORKING LUNCH

Hosted at Partners Group
THE LEGISLATIVE AGENDA AGAINST DIVERSITY & THE PATH FORWARD

Politicians, legal analysts and policy makers explain the challenges with current Supreme Court Justice rulings and the anti-DEI movement creating a more litigious environment. Experts discuss the legal and regulatory hurdles faced by financial institutions when implementing DEI policies, including recent legislative changes and how to remain compliant while championing diversity.

Moderated by Lindsey Saienni (Associate Editor, Emerging Manager Monthly)

Jewel Burks Solomon, Managing Partner, Collab Capital

John Dearie (President & Founder, Center for American Entrepreneurship)

Zaneta Kelsey (CEO & Co-Founder, Access Mode)
BUILDING LASTING PARTNERSHIPS AMONG DIVERSE MANAGERS AND LPS IN A CHALLENGING FUNDRAISING ENVIRONMENT

A timely discussion bringing together industry leaders and successful fundraisers to share their experiences and strategies for overcoming the challenges in a difficult fundraising environment. Attendees can expect to leave with actionable tactics and a renewed confidence in their ability to raise capital in today’s market.

Messaging - Tailor your DEI without compromising your firm's core values.

Performance - Attracting investors who prioritize returns over political considerations.

Strategic Partnerships - Forming alliances with like-minded organizations and individuals who can provide support and advocacy.

Moderator: Matt Autrey (Partner, Adams Street Partners)

Stephen Cammock (Managing Director, Private Equity Investments, GCM Grosvenor)

JaNay Queen Nazaire, PhD (Co-Founder & CEO, BLK GRVTY)

Malcolm Robinson (Executive Director Black Venture Capital Consortium (BVCC))
AFTERNOON COFFEE AND NETWORKING BREAK
NAVIGATING DEI IN COMPLEX FINANCIAL INSTITUTIONS

Large US financial institutions usually comprise various sectors to diversify investments and risk. While one division may agree on a diversity program, it may be at odds with another effort. Join this insightful panel to discuss these challenges, lessons learned and how to create opportunities for success in your organization.

Moderator: Randy Kinder (Managing Director, Taft-Hartley Strategy, EnTrust Global)

Jonathan Medina (Global Head of DE&I Macquarie Asset Management)

Erica Seremeta (Managing Director, Global Head of DEI Client Engagement, BlackRock)

Rebecca Rosen (Vice President & Director, Diversity and Inclusion, Human Resources, Acadian Asset Management)
THE iDAC ACTION PLAN TO ACCELERATE INCLUSION

How do the iDAC Industry Cohorts and Working Groups collaborate to reward inclusive excellence? What practical steps are being proposed by iDAC to lower artificial barriers to success and increase commercial opportunities for people of color and women in our industry? How do we educate one another on small steps each iDAC Member can take that will lead to measurable change?

Moderator: Robert Cooper (General Counsel, OneUnited Bank)

Sam Austin (Partner, NEPC)

Machel Allen, CFA (President & Chief Investment Officer, Metis Global Partners)

Angela Miller-May (Chief Investment Officer, Illinois Municipal Retirement Fund)

Reggie Scantlebury (Senior Managing Director, Stern Brothers)
REGULAR PROGRAM CONCLUDES
COCKTAIL RECEPTION – iDAC COHORT NETWORKING EVENT & AWARD

A networking cocktail reception to meet other attendees in your cohort.

*Shuttles will run directly from Summit to cocktail reception and from cocktail reception back to hotels.*

BREAKFAST PROVIDED AT HOTELS (Hilton, Homewood Suites & Renaissance iDAC Banquet Room)

COFFEE & LIGHT BREAKFAST PROVIDED AT SUMMIT
WELCOME TO DAY 2
CAPITAL AND DIVERSITY: "DO YOU KNOW YOUR NUMBER?"

The industry has continued to stay relatively stagnant to the 1.4% of all institutional capital managed by diverse leaders (Knight Foundation 2021 Report). Per Knight Foundation, “returns from firms owned by women and individuals of color are at least at par with their less diverse counterparts while their AUM is smaller…resulting in opportunities for outperformance that are being missed by investors.”

However, for asset owners who want to make an impact investing in opportunities with diverse and emerging managers they require infrastructure to measure and track. To date there is no single agreed upon method used across the industry, resulting in friction for managers, consultants and asset owners alike.

Moderated by Alex Wiggins, CFA (Chief Investment Officer at Rush University Medical Center)

Susanne Gealy (Senior Director at CommonSpirit Health)

Jonathan Glidden, CFA (Chief Investment Officer at Delta Airlines)

Angela Miller-May (Chief Investment Officer at Illinois Municipal Retirement Fund)

This powerhouse panel tackles these challenges, opportunities and solutions.
iDAC INVESTMENT INNOVATION INSIGHTS - Strategies 5 & 6

As an Engine of Inclusive Innovation, the iDAC Summit is where CIOs and Trustees can learn about investment strategies they may not have otherwise been aware of that can add value to institutional investment portfolios.

Strategy #5:

Moderator: Angela Outlaw-Matheny (Director of Diverse Manager Equity, Crewcial Partners)

Khadir Richie (Chief Investment Officer of Richie Capital Group)

Strategy #6:

Moderator: Tom Masthay, CFA, CAIA, FRM (Deputy Chief Investment Officer, TMRS)

Speaker: Machel Allen, CFA (President & CIO Metis Global Partners)
FROM RECRUITMENT TO RETENTION - BUILDING INCLUSIVE CAREER PATHWAYS

Focusing on the full career lifecycle, this panel could discuss best practices for recruiting diverse talent, creating inclusive onboarding processes, and developing retention strategies that ensure career growth and satisfaction for underrepresented groups.

Moderated by: Will DuPree (Senior Consultant, NEPC, iDAC Talent Pool Expansion Co-Chair)

Sasha Talcott  (Managing Director, KKR , iDAC Talent Pool Expansion Co-Chair)

La Shaun Kotaran  (Senior Compliance Analyst & Diversity Equity and Inclusion Liaison, NEPC)

Jawan Parker  (Senior Managing Director, Partner and Global Head of Early Career Talent and Strategy, Wellington Management)
COFFEE BREAK
FIRESIDE CHAT: LEADERSHIP IN FOCUS

Moderator: Erica Seremeta, Global Director of DEI Client Engagement, BlackRock

Speaker: Mark McCombe, Vice Chairman, BlackRock
CLOSING AWARDS AND THE 2025 GLOBAL SUMMIT ANNOUNCEMENT
PROGRAM CONCLUDES

Box lunches provided.

*Shuttles provided from Partners Group to hotels.*

THANK YOU TO OUR MEDIA SPONSOR

2024 GLOBAL SUMMIT SPEAKERS

MACHEL ALLEN

Founder & Chief Investment Officer, Metis Global Partners

SAM AUSTIN

Partner, NEPC

MATT AUTREY

Partner, Adams Street Partners

TAFFI AYODELE

Director of DEI and Emerging Manager Strategy, NYC Office of the Comptroller

JOSHUA BEERS

Head of Private Equity Investments – NEPC, LLC

BILL BRAXTON

Managing Director Client Solutions at Goldman Sachs

JEWEL BURKS SOLOMON

Managing Partner, Collab Capital

STEPHEN CAMMOCK

Managing Director, Private Equity Investments, GCM Grosvenor

SHERRESE CLARKE SOARES

Founder & CEO, Harbourview

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MONALISA COMO

CEO & President, iDAC and the iDAC Foundation

ROBERT COOPER

Chief Legal Strategist, OneUnited Bank

JOHN DEARIE

President & Founder, Center for American Entrepreneurship

ERICA DORAY SEREMETA, CIMA

Managing Director, Global Head of DEI Client Engagement, BlackRock

WILL DUPREE

Senior Consultant, NEPC, iDAC Talent Pool Expansion Co-Chair

SUSANNE GEALY

Senior Director at CommonSpirit Health

JONATHAN GLIDDEN, CFA

Managing Director, Delta

DAVID GRAIN

Founder & CEO, Grain Management

JARVIS HOLLINGSWORTH

Vice Chairman, Irradiant Partners, LP; Chair, Milken Institute’s Inclusive Capitalism Executive Council

ZANETA KELSEY

CEO & Co-Founder, Access Mode

HANK KIM, ESQ.

Executive Director & Counsel, NCPERS

RANDY KINDER

Managing Director, Taft-Hartley Strategy, EnTrust Global

LA SHAUN KOTARAN

Senior Compliance Analyst & Diversity Equity and Inclusion Liaison, NEPC

CLINT KUBOYAMA

Investment Officer, Alameda County Employees Retirement Association

JASON MALINOWSKI

Chief Investment Officer at Seattle City Employees' Retirement System

TOM MASTHAY, CFA, CAIA, FRM

Deputy Chief Investment Officer, TMRS

LAUREN MATHIAS

SVP & Head of Diversity, Equity & Belonging, Callan

JOHNATHAN MEDINA

Global Head of DE&I, Macquarie Asset Management

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ANGELA MILLER MAY

Chief Investment Officer, Illinois Municipal Retirement Fund

KATE MURTAGH

Chief Compliance Officer & Managing Director of Sustainable Investing, Harvard Management Company

STEVE NEEL

New Mexico Educational Retirement System

TERI NOBLE

Principal Investor Relations, HarbourVest

ANGELA OUTLAW-MATHENY

Director of Diverse Manager Equity, Crewcial Partners

JAWAN PARKER

Senior Managing Director, Partner and Global Head of Early Career Talent and Strategy, Wellington Management

JaNAY QUEEN NAZAIRE, PhD

Co-Founder & CEO, BLK GRVTY

KHADIR RICHIE

Chief Investment Officer of Richie Capital Group

MALCOLM ROBINSON

Executive Director, Black Venture Capital Consortium (BVCC)

REBECCA ROSEN

Vice President & Director, Diversity and Inclusion, Human Resources, Acadian Asset Management

LINDSAY SAIENNI

Associate Editor of Emerging Manager Monthly

REGGIE SCANTLEBURY

Senior Managing Director, Stern Brothers

NILZA SERRANO

President & CEO, Serrano & Associates

GREG SHELL

Head of Inclusive Growth Strategy, Goldman Sachs

SASHA TALCOTT

Managing Director, KKR , iDAC Talent Pool Expansion Co-Chair

ALEX WIGGINS, CFA

Chief Investment Officer
RUSH University Medical Center

JACK YANG

Co-Founder & President, Sycamore Tree

GUEST SPEAKERS/MODERATORS

iDAC 2024 Global Summit

SEPTEMBER 24-26, 2024

REGISTRATION

PROGRAM / AGENDA

SPEAKERS

KEYNOTE SPEAKERS

DAVID LAYTON

CEO, Partners Group

JARED POLIS

Governor of Colorado

MARK McCOMBE

Vice Chairman, BlackRock