Agenda
June 26 & 27
| Time & Date | Topic | |
|---|---|---|
| Monday, June 26, 2023 | ||
| 5:30 – 7:00 p.m. |
Welcome Reception Please join CalPERS, CalSTRS and industry colleagues as we celebrate the inaugural Catalyst Forum. |
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| Tuesday, June 27, 2023 | ||
| 7:30 – 8:30 a.m. | Breakfast Buffet | |
| 8:30 – 8:40 a.m. |
Welcoming Remarks Speakers:
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| 8:40 – 9:00 a.m. |
Purpose and Vision of Catalyst Speaker: Nicole Musicco, Chief Investment Officer, CalPERS CalPERS' Chief Investment Officer Nicole Musicco will share her vision of building a culture of resiliency and innovation and why diversity, equity, and inclusion will play a key role in California's largest pension funds' success. |
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| 9:00 – 10:00 a.m. |
Opening Keynote Session: Journey to the Top Moderator: Jon Winkelried, Chief Executive Officer, TPG Speaker: José E. Feliciano, Co-Founder & Managing Partner, Clearlake Capital Group Bloomberg news has called José Feliciano “an investor playing hard ball in the big leagues.” Feliciano is known for his work on human rights and social impact investments. He will share his thoughts and insights on diversity, equity, and inclusion (DEI) within the investment management landscape and how he has seen this impact culture and leadership within his firm. Importantly, he will share insights and perspectives into his own journey from an emerging manager to building one of the most successful alternative investment firms today. |
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| 10:00 – 10:15 a.m. | Networking Break | |
| 10:15 – 11:00 a.m. |
Private Market Track A | Paying It Forward…Best Practices from Successful Emerging Managers Moderator: Kevin Nickelberry, Managing Director, GCM Grosvenor Speakers:
This panel of accomplished investor entrepreneurs will share wisdom and advice on how they have successfully navigated the complexities of this current environment. They will discuss where they have found success and challenges in building their team and what it takes to be institutional ready. For those attendees who are seeking to launch a first-time fund, this session will give you insights into how to prioritize your efforts and best practices across the many dimensions of launching a fund. |
Public Market Track B | What’s next for the Emerging Manager Programs? Moderator: Anyori Hernandez, President and CEO, New America Alliance Speakers:
In this session, both institutional investors and consultants will dive into their own experiences on how they invest and approach the emerging manager universe. This panel of industry experts will dive into their own lessons learned, how they are evolving their programs, and what opportunities they are seeing with the new entrants into the space. |
| 11:15 a.m. – 12:00 p.m. |
Private Market Track A | Countering the Narrative – Seeking Alpha Through Diverse Manager Allocations Moderator: Pamela Pavkov, Firm Partner and Head of TPG NEXT, TPG Speakers:
A headwind the industry continues to face is the premise that investing with small, emerging, and diverse managers results in sacrificing returns. This session will unpack the challenges this brings to institutional investors in a time when terms such as “ESG” and “DEI” have a negative tone. These industry experts will discuss how they are discussing these challenging topics with their current partners, up-and-coming managers, their boards, and staff. |
Public Market Track B |Building a Successful Emerging Manager Business – A Historical Perspective and Looking Beyond Moderator: Cesar J. Gonzales, Jr., Director, Manager Development and Client Portfolio Manager, Xponance, Inc. Speakers:
In this session, we’ll showcase the different investment and business strategies utilized by emerging managers to remain current and competitive – from a historical perspective and beyond. |
| 12:15 – 1:15 p.m. |
Lunch & Fireside Chat: The Value of Kindness at Work Introduction: Eraina Ortega, Director, CalHR, CalPERS Board Member Moderator: Tina Byles Williams, CEO, CIO, and Founder, Xponance Speaker: James C. Rhee, Leader, Educator, Investor and Goodwill Strategist James Rhee is an acclaimed impact leader, entrepreneur, educator, investor, and goodwill strategist. He transforms people, brands, and organizations by identifying and unleashing purpose through the systemic union of mathematical and creative systems, thereby making tangible the otherwise intangible. James will discuss the power of a diverse ecosystem and the value of kindness at work. |
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| 1:15 – 1:30 p.m. | Networking Break | |
| 1:30 – 2:45 p.m. |
The Elevator Pitch Moderator: Jon Levin, President, GCM Grosvenor
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| 2:45 – 2:50 p.m. |
Catalyst Connection Remarks Speaker: Marcie Frost, Chief Executive Officer, CalPERS |
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| 3:00 - 4:30 p.m. |
Catalyst Connection: One-On-One Meetings
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| 4:30 - 6:00 p.m. |
Networking Reception |
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| 6:30 - 9:30 p.m. |
Catalyst Dinner Reception, hosted by TPG Location: Stella, 1448 Burlingame Ave, Burlingame, CA 94010 |
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June 28
| Time & Date | Topic | |
|---|---|---|
| Wednesday, June 28, 2023 | ||
| 7:00 – 8:00 a.m. | Breakfast Buffet | |
| 8:00 - 8:10 a.m. |
Opening Remarks Speaker: Scott Chan, Deputy Chief Investment Officer, CalSTRS |
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| 8:10 – 8:25 a.m. |
Diversity Equity and Inclusion in Action Speakers:
Hear from CalPERS and CalSTRS leaders on how they are implementing diversity, equity, and inclusion principles across their organizations and financial communities. |
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| 8:30 – 10:00 a.m. |
Catalyst Connection: One-on-One Meetings
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| 10:00 – 10:15 a.m. | Networking Break | |
| 10:15 – 11:00 a.m. |
The Founder’s Journey: Turning an Idea Into a Bright Reality Moderator: Laura Weidman Powers, Co-Founder and CEO, Code2040 Speakers:
The entrepreneurial dream fuels the economic engine of America. Identifying founders that have the vision, passion, and skill to take a company from concept to launch to market success is a key skill for the next generation of investor entrepreneurs. In this session, hear from experienced founders who have walked the walk themselves, while also advising many other diverse founders to develop a scalable game-plan, attract investors, and make the leap from good idea to great company. |
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| 11:15 – 11:45 a.m. |
Building a Successful Venture Capital Franchise in a Post-SVB World Moderator: Amanda Outerbridge, Managing Director, Harbourvest Speakers:
As one of the fastest growing areas for small, emerging, and diverse managers, hear from a group of VCs who have discovered their “right to win” in the competitive ecosystem of the global innovation economy. |
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| 12:00 – 1:00 p.m. |
Lunch & Keynote Spotlight Introduction: Malia M. Cohen, California State Controller, CalPERS & CalSTRS Board Member Moderator: Yup Kim, Investment Director, CalPERS Speaker: Kenneth I. Chenault, Chairman & Managing Director, General Catalyst Mr. Chenault is the celebrated former chairman and CEO of American Express who is now chairman and managing director of the venture capital firm, General Catalyst. He focuses on investing in fast-growing companies to have the potential to become large, fundamental institutions. He also provides invaluable guidance to portfolio companies, particularly to those with an eye towards global markets and responsible innovation, as they scale their teams and products. He will share his own journey of leadership and the reinventive potential of technology while advancing society. |
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| 1:00 – 1:15 p.m. |
Closing Remarks & Thank You Speaker: Cassandra Lichnock, Chief Executive Officer, CalSTRS |
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