DEI Roundtable 2022

Oct 11th - Oct 13th 2022
Four Seasons Hotel
Chicago, IL
About

Join us for the 2022 DEI Roundtable.

Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.

Advisory Board

Tyler Blickhan
Associate Director of Investments
Ascension Investment Management

Joe Curtain
Head of Portfolio Management, Chief Investment Office
Bank of America, Global Wealth and Investment Management

Brooke Jones
Chief Investment Officer
Bryn Mawr College

Natalia Tchetchoulina
Partner
Cerity Partners

Susan Slocum
Chief Investment Officer
Children's Hospitals and Clinics of Minnesota

Kim Lew
Chief Investment Officer & Chief Executive Officer
Columbia Investment Management Company

Carina S. Diamond, CFP, AIF
Chief Experience Officer
Dakota Wealth Management

Cheryl Alston
Executive Director & Chief Investment Officer
Dallas Employees' Retirement Fund

Laura J. LaTourette, CFP
Founder and Certified Financial Planner
Family Wealth Management

Rosalind M. Hewsenian
Chief Investment Officer
Helmsley Trust

Brian Swain
Deputy Chief Investment Officer
Howard University

Joe Aguilar
Chief Investment Officer
Illinois State Treasurer

Brian Crawford
Director of Investments
John Templeton Foundation

Venus Phillips
Managing Director
Kresge Foundation

Allan Boomer, MBA
Managing Partner & Chief Investment Officer
Momentum Advisors

Aoiffin Devott, MBA
Chief Investment Officer
Moneta Group

KC Connors, CFA, CAIA
Partner
NEPC, LLC.

Nicholas A. Warren
Chief Investment Officer
Pew Charitable Trusts

Lauren Sigman, CFP
Principal and Managing Director
Robertson Stephens

Bola Olusanya
Chief Investment Officer
The Nature Conservancy

Ian Toner
Chief Investment Officer
Verus

Carlos Rangel
Chief Investment Officer
W.K. Kellogg Foundation

Kim Lew
Chief Investment Officer & Chief Executive Officer
Columbia Investment Management Company

Crystal Cox, MBA, CRPC, CFP
Senior Vice President
Wealthspire Advisors

Deborah Kuenstner
Chief Investment Officer
Wellesley College

Abigail G. Wattley
Deputy Chief Investment Officer
Williams College

Sharcus Steen
Director of Investments
University System of Maryland Foundation

RSVP



Registration

Contact
Assistant
Session Details
October 12, 2022

Institutional Investor Institute
7:00 AM - 7:02 AM
America/Chicago

October 12 is open to current Members of the Institutional Investor Institute & invited Allocators

Breakfast and Registration
8:00 AM - 9:00 AM
America/Chicago
Seated Lunch
12:45 PM - 2:00 PM
America/Chicago
Dinner
5:30 PM - 8:30 PM
America/Chicago
October 13, 2022

Alternative Investor Institute
7:00 AM - 7:02 AM
America/Chicago

October 13 is open to current Members of the Alternative Investor Institute & invited Allocators

Breakfast and Registration
8:00 AM - 9:00 AM
America/Chicago
Seated Lunch
12:00 PM - 2:00 PM
America/Chicago

Institutional Investor is partnering with the Fast Track Program to provide an opportunity for young Black students from area schools join us to learn informally about opportunities in the asset management industry - and to learn from these students how to better serve Black youth looking to become future leaders at our firms.


The Wall Street Finance and Scholastic Training (FAST) Track Program is a rigorous nine-month program that exposes talented women and minority high school students to the financial services industry. Beginning in October, students meet with mentors twice a month and focus on developing skills in two key areas: financial literacy and career/personal development.

Workshops - Mini Internship Program Fair
2:00 PM - 3:00 PM
America/Chicago

This will provide a mutually beneficial opportunity for members and allocators to meet with the Fast Track Program students to discuss internship programs at their organizations and to hear from the students themselves what their needs, objectives, and plans are. Member firms are invited to send their HR or recruitment executive to attend the Internship Program Fair and meet with the students.

Dinner
5:00 PM - 8:00 PM
America/Chicago

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Membership
Contact

For institutional investors looking for more information, please contact:

Katarina Storfer

Managing Director, Global Head of Investor Relations
kstorfer@institutionalinvestor.com

For asset managers looking for more information, please contact:

Raina Bedard

Client Services Manager
raina.bedard@institutionalinvestor.com