Emerging Manager Monthly

100 Women In Finance's Impact Investing Symposium is almost here! We encourage all Emerging Manager Monthly subscribers to attend this incredible event to gain valuable insights and connect with industry leaders in the impact investing space. Event Details: Date: Tuesday, October 1, 2024 Time: 8:30am – 6:00pm ET Location: @Ease 605, 605 3rd Ave, 7th Fl, New York, NY Engage with industry leaders, discover collaborative opportunities and expand your knowledge of the latest impact investing trends. Learn more and register here: https://iis.100women.org/

For Emerging Manager Monthly’s second annual feature story highlighting the #Hispanic investment community, we discussed Hispanic investors that are continuing to work to stand out in an institutional market that has seen private markets fundraising slow while allocators continue to cater to existing relation-ships with established funds. FIN Searches data discovered that less than 1% of institutional capital allocated to all managers, whether diverse-owned or not, was made to Hispanic-owned firms since the start of 2024, revealing that industry assets are under allocated to Hispanic-owned firms. However, #privateequity ac-counted for the most mandates among the Hispanic cohort, which led us to speak with the talented Hispanic private equity space - Alejandro Guerrero of Act One Ventures; Andy Unanue of AUA Private Equity Partners; Gerson R. Guzman of Ceiba Capital Partners; José E. Feliciano of Clearlake Capital Group; Kerstin Dittmar and Danielle N. Beyer of L2 Point; as well as allocators and industry organizations including Marisol Reyes of New America Alliance; Jose Fernandez of StepStone Group and Jose Gonzalez of Teachers' Retirement System of the State of Illinois. I enjoyed our conversations and the value that your amazing insights can provide to the industry at large, amigos. I hope this story encourages folks to look more closely at the great things that #Latinos in the space are doing to gain #equity and access to capital! Published right in the middle of #HispanicHeritageMonth, the story further highlights how this month provides an opportunity for the investment industry to honor Latino culture and give back, however we should remember to celebrate and honor these traditions year round. I normally don’t use LinkedIn for personal reasons, but I’m excited to share that my three-year-old son (pictured here), who is half Puerto Rican from his mama, is already being taught the beautiful Spanish language in preschool! I recall not being exposed to Spanish in school until the eighth grade, so to me, this is one example of a tremendous step forward. Maybe one day my son will be a part of the investment community, but for now, I am very proud of efforts similar to this in education, mentoring and networking, like the ones that the Hispanic industry is additionally working hard to improve for the next generation of investors, as highlighted in this piece. Please read and enjoy the full story at the links below (behind a paywall) and be sure to check out the numerous other amazing stories our team at Emerging Manager Monthly continues to provide for our readers! https://lnkd.in/esdedJUg https://lnkd.in/eZeirHTR https://lnkd.in/etKtZEz7 #institutionalinvesting #accesstocapital #emergingmanagers

?? CONFERENCE UPDATE ?? Our lineup of Panelists & Moderators is live, with even more on the way! This group brings top-notch expertise from across the institutional space, delivering insights on every angle of conference success. Don’t miss out—view the current roster here and register: https://lnkd.in/e3cSG7HT Early bird rate available through September 22nd. Act now!

#SpeakerAnnouncement Don't miss the panel "The Legislative Agenda Against Diversity & Path Forward", moderated by Lindsay Saienni, Associate Editor Emerging Manager Monthly and speakers: - Jewel Burks Solomon, Managing Partner from Collab Capital - John Dearie, President Center for American Entrepreneurship - Zaneta Kelsey, CEO Access Mode This powerhouse panel features industry experts, featured in national media outlets and on Capitol Hill, as they explore policy-driven solutions aimed at addressing persistent disparities regarding access to capital through changes in public policy. Don't miss this session! Learn more: https://lnkd.in/eTC6fFcv

We might have a retro look, but our insights are anything but dated! The September issue of Emerging Manager Monthly has arrived, view here: https://lnkd.in/e6Ncq-_m

?? On your mark, get set, GO read the latest issue of Emerging Manager Monthly! ?? The competition is fierce and the stakes are high! Dive into our newest issue to stay ahead of the game with the latest insights, trends and strategies from the world of emerging managers. Ready, Set, Read: https://lnkd.in/ew4Sy74c

Exciting News! Our Managing Editor, Matthew McCue, will be attending the New America Alliance Mexico Symposium in Mexico City! We encourage all our subscribers to register for this groundbreaking event on September 25th and 26th. This symposium marks a significant expansion into Latin America, aiming to build meaningful bridges between Latino and Latina managers and capital allocators across the region. Anyori Hernandez and his team have put together a fantastic agenda.?Don't miss this unique opportunity! Learn more and register here: https://lnkd.in/ekMr4JES

In this recent article through Emerging Manager Monthly, Quincy Brown, Managing Director of Institutional Services, at consultant and OCIO firm FEG Investment Advisors shared his recent insights with Ancram IRBD Principal, Nancy (Taylor) Vailakis. As 90% of FEG’s clients are non-profits, private capital or non-public impact investing is an increasing priority. In the article, Quincy shares his thoughts on topics ranging from #hedgefunds, #cashmanagement, the evolution of the #OCIObusiness, and #diversity initiatives in #financialservices. Check out the article here (paywall): https://lnkd.in/gNRNm5yp #ancramirbd #OCIO #FEG #fundconsultant #alternativeassets #institutionalinvestor #privatefunds #marketviews

Today, we are expanding our coverage within FIN Searches (finsearches.com) to include not only institutional allocators and consultants in North America but also wealth managers. This expansion includes specific details on over 3,400 RIAs and contact information on over 250,000 individuals across the country – arming you with the intelligence you need for your outreach to potential investors in a critical channel that has seen explosive growth in recent years. I encourage each and every one of you to check out FIN Searches for your sales and marketing efforts to see how we can help get you to the next level by visiting?finsearches.com. We’ll be hosting a webinar on Wednesday, July 24 at 2PM ET introducing this expansion and we encourage all of our subscribers to join. https://lnkd.in/erVzJTXY If you are unable to attend the webinar you can sign up for a personalized demonstration using the link below. https://lnkd.in/eaNJsZfK As always, feel free to reach out to me or our team to learn more about how we can help. Kind Regards, Matthew McCue [email protected] Managing Editor, Emerging Manager Monthly Co-Founder, Financial Investment News

Callan will hold its next Callan Connects event for emerging and diverse asset managers on Aug. 8. Register here: https://lnkd.in/gPaj54Qm