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Funding Diverse Managers

Matt Stratford May 28, 2021

According to a report by the U.S. House Committee on Financial Services Although women and minority-owned firms account for approximately 8.6 percent of the asset management industry, recent reports show that they only manage 1.1 percent of all assets under management or $785 billion out of $71.4 trillion, and are underrepresented as managers in every asset class.”

This is especially problematic in light of research conducted by Bella Research Group and Harvard Business School, which found that “returns in general are statistically indistinguishable between diverse-owned and non-diverse-owned firms”. 

The panel will feature speakers from several managers who have taken active steps to diversify their team and their investments. Attendees will learn more about diverse managers and active ways that investors can make the leap from talking about them to funding them.

Format

Panel

Meta Themes

  • Equity & Inclusion

  • Impact Investing

Themes

Funding Diverse Managers

Purpose and Desired Outcome

Attendees will gain a comprehensive view of the problem: that diverse managers are underfunded and underutilized. They will also learn about the active ways that they can contribute to funding these managers, and the ensuing benefits and impact those investments will create.

Audiences

  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Asset Managers

  • Intermediaries (Financial Advisers, Investment Bankers)

  • Corporate & SME

Speakers

  • NameDanielle Burns
  • TitleVP and Head of Business Development
  • OrganizationCNote
  • StatusConfirmed
  • NameDaryn Dodson
  • TitleManaging Director
  • Organization Illumen Capital
  • StatusConfirmed
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