| The NASP Institute Program Agenda June 27, 2022 Instructional Delivery Method: Group Live 55 minutes per session 10:20 AM – 11:15AM Sourcing the Best Diverse Managers When you complete this session, you should be able to:
- Recognize and explain why sourcing diverse managers helps plan sponsors fulfill their fiduciary duty
- List at least two main obstacles to sourcing diverse managers
- Identify and discuss key elements of 'One Problem, many solutions': manager of managers, consultants, investment policies
We’ve all heard the results of the Knight Foundation that diverse firms manage about 1.4% of $69 trillion dollars in assets and it’s not due to poor performance, because these diverse managers perform as well or better than their majority-owned counterparts. Despite the social unrest in 2020 that sparked a renewed focus on DE&I, the percentage of assets allocated to diverse managers has not improved. This panel will offer solutions to increase the utilization of diverse asset managers, broker/dealers and other service providers. Welcome Remarks - Stephanie Roberts, Partner, Garcia Hamilton & Associates, LP Instructor: Angela Matheny, Director of Investment Staff and Diverse Manager Equity, Crewcial Partners Instructor: Winston Blake, President, Attucks Asset Management Instructor: Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund Instructor: Andrew Folsom – Senior Investment Analyst, Wells Fargo
11:15AM – 12:10 PM Understanding the Federal Reserve and Monetary Policy When you complete this session, you should be able to: 1. Identify and list at least three key functions of the Federal Reserve 2. Define Monetary Policy 3. Describe the role of the Federal Open Markets Committee (FOMC) The Federal Reserve was created by Congress to provide the nation with a safer, more flexible, and more stable monetary and financial system. This session will explain what the Federal Reserve is, how it works and how it affects the financial markets. Moderator: James Haddon, Managing Director & Head of Marketing, Ramirez Asset Management Instructor: Deborah Leonard, Managing Director of Chicago Office, Markets Group, Federal Reserve Bank of New York Instructor: Kristina Hooper, CFP, CAIA, CIMA, CHFC, Chief Global Market Strategist, Invesco
1:45PM – 2:40PM Asset Allocation: The Value of Traditional Assets in the Age of Alternatives Over the past several years, Institutional investors have increased their allocation to alternative investments such as Private Equity, Infrastructure, Real Estate & Hedge Funds. Although exposure to alternatives and private markets are good strategies to add alpha to the portfolio, investors must remember there is always a role for traditional equity and fixed income assets. This session will highlight the ever-present need for traditional fixed income and equities in any asset allocation strategy. When you complete this session, you should be able to: 1. List the opportunities and risks of U.S. equities in institutional portfolios 2. List the two main roles of fixed income in any asset allocation strategy 3. Explain how alternatives are used to add diversification to traditional asset allocation Moderator: Lisa Hinds, Managing Director, Client Engagement & Sustainability, Xponance Instructor: Gautam Khanna, CFA, CPA, Head of US Multi-Sector Fixed Income, Insight Investment Instructor: Kristin Finney-Cooke, Managing Director, JP Morgan Instructor: Lowell Yura, Head, Head, Multi-Asset Solutions, North America, T. Rowe Price
2:40 PM - 3:35 PM Portfolio Protection Strategies: Best Practices for Securities Litigation & Portfolio Monitoring When you complete this session, you should be able to: 1. Describe portfolio monitoring, the ways it can protect investors from securities fraud, and how these protective measures can be applied to institutional investment portfolios 2. List the benefits and trade-offs of class action vs. opt-out litigation 3. Identify at least three key responsibilities of fund trustees Securities fraud is on the rise and Institutional investors must be proactive in protecting investments from fraud, market manipulation, or breach of contracts. This session will present the merits of portfolio monitoring and the elements of securities fraud cases. The session will end with a brief overview of pension fund governance and the fiduciary responsibilities of fund trustees. Instructor: Marlon Kimpson, Member, Motley Rice, LLC Instructor: Kweku Obed, Senior Vice President, Marquette Associates
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