ENGAGE Trustee Education

Educating the Next Generation of Allocators on the Growth of Emerging and Diverse Managers (ENGAGE) – A unique educational workshop series designed to educate and expose institutional investors to the merits, best practices and investment strategies for successful investing in small, emerging and diverse managers. ENGAGE familiarizes attendees with data that supports small, emerging manager allocation and ultimately expands the universe of investors allocating to small, emerging diverse managers.

Page Contents

ENGAGE is Critical to Anyone Looking to Launch an Emerging Manager Initiative

Produced by the, GCM Grosvenor and the Diverse Asset Managers Initiative (DAMI), aims to provide programming tailored for investment staff and board trustees, familiarize participants with data that supports SEDM investing, address top objectives and roadblocks to capital allocations, and expand the universe of allocators and managers alike.

ENGAGE aims to:
  • Provide programming tailored for investment staff and board trustees
  • Familiarize participants with data that supports SEDM investing
  • Address top objectives and roadblocks to capital allocations
  • Expand the universe of allocators and managers alike

Who Should Attend

Investment committee trustees/board members and investment staff representing:
  • Public and Corporate Pension Funds
  • Endowments & Foundations
  • Union/Taft-Hartley Funds
  • Insurance Companies
  • Banks
  • Sovereign Wealth Funds

What to Expect

  • One-and-a-half days of programming tailored for investment staff and board trustees
  • Multiple modules, discussion groups, and peer-to-peer dialogue
  • Advanced, in-depth educational content
  • Manager case studies
  • Actionable game plan for investing

ENGAGE Agenda

  • PART I: Understanding the Evolution, Size, Trends and Opportunities of the Small, Emerging, and Diverse Manager Marketplace
  • PART II: Value Proposition for Investing in Small, Emerging, and Diverse Managers
  • Part III: Identifying and Evaluating Small, Emerging, and Diverse Manager Investments
  • PART IV: Snapshot of Small, Emerging, and Diverse Manager Programs and Initiatives
  • PART V: Essentials of Building a Successful and Sustainable Emerging and Diverse Manager Strategy

Questions?

For more information on ENGAGE and to be involved in the next event, email engage@gcmlp.com or call 646-442-1115.
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