The Investment Diversity Exchange (TIDE)

We were honoured to feature Mark Crawford of Kennedy Lewis Investment Management LLC at our inaugural NYC event which took place on October 3rd. Mark facilitated a private credit round-table discussion focusing on energy transition and what it means for the asset class. Thank you Mark Crawford and Sylvia Owens!

TIDE NYC We were honoured to feature Loc Vukhac, CFA, Aiyu Nicholson, Jae S. Yoon, CFA and Joshua Fenton on the private equity panel at our inaugural NYC event which took place October 3rd. Loc led an engaging discussion, exploring where our panellists are seeing the most interesting opportunities for potential new allocations within venture capital and private equity. Bravo!

TIDE NYC We were honoured to feature Jessica Carlson, Janie V., Judi Salvato, CFA, Lale Topcuoglu and Xiaowei Han, FSA CFA on the "Female Leaders in Insurance" panel at our inaugural NYC event on October 3rd. This LP only session explored perspectives on rate cuts, recruitment, legacy-building, and the evolving role of external managers. Thank you to all the speakers!

Helmsley's Chief Investment Officer Joshua Fenton was one of the featured speakers at the inaugural NYC pop-up event for The Investment Diversity Exchange (TIDE), which works to foster a more diverse and equitable financial industry. Fenton and his team seek out funds that are majority-owned by women and people of color, as their unique perspectives means they may be able to identify investment opportunities overlooked by others.

TIDE NYC We were honoured to feature Pranjul Srivastava, Heather Brownlie, Michael Lombardi, CFA, CAIA and Richard Grimm at our inaugural NYC event on October 3rd, discussing all things private credit. Our panellists shared their views on opportunistic credit versus direct lending and diversification to regular direct lending strategies. They also discussed new opportunities for the private credit asset class as a result of structural shifts in the economy. Thank you to our wonderful panellists!

Emerging and Diverse Manager Panel We were honoured to feature Quyen Tran, Miguel Silva, Ghiané Jones and Taffi Ayodele at our inaugural NYC event on October 3rd. The panellists shared the diverse and emerging manager programs at their respective firms and how they collaborate with other internal and external parties?to meet the objectives of their initiatives. Thank you to all of our amazing speakers for sharing their insights!

TIDE CIO panel We were honoured to feature Steven Meier, CFA, FRM and Shoaib Khan, CFA, CPA in conversation with Jennifer Strickland at our inaugural NYC event on October 3rd. Steven and Shoaib shared their perspectives on key investment trends and made a compelling case for why young professionals should want to start careers in public plan investing. Thank you to all of our amazing panellists for such an engaging discussion.

"Real estate: debt or equity?" We had the pleasure of featuring a panel moderated by Ines Leung along with Jeffrey Cho, Niraj Agarwal, CFA and Tommy Brown. Ines led an insightful conversation exploring how credit fits into each of their strategies. The panellists also explored their views on infrastructure credit strategies introduced to the market along and how they compare to real estate credit. The impact of the Inflation Reduction Act, CHIPS & Science Act, and Infrastructure Investments & Jobs Act and how they've influenced real asset investments was also discussed. Thank you to our speakers for an amazing panel!

"Public markets / absolute return: Where do we go from here?" We were thrilled to feature a panel moderated by Constance Sng with Mark Attanasio, Robert Rafter, CFA and Sid Malhotra, CFA, CPA at our inaugural NYC event on October 3rd. The panellists discussed the public markets asset class, their thoughts on the macroenvironment and how it has informed their allocation / investment decisions. Stay tuned to hear about future TIDE events...

It was our pleasure to feature Allison Reilly and Kim Lew at our inaugural NYC event on October 3rd. The event kicked off with Kim sharing her story, a discussion on pivotal moments in her career and her approach to leadership. Thank you to everyone who joined us for the event.