Consultant Retreat

The Consultant Retreat aims to increase access to institutional investment consulting firms for our membership base in order to facilitate an increased number of research meetings and allow consultants to learn about the diverse investment managers that offer products aligned with their asset allocations.

This event will allow asset managers and consultants to network, dialogue, and gain crucial exposure for diverse firms that will assist them in strengthening their client base.

This retreat will bring together consultants and minority and women owned asset management firms to share best practices around pitching to consultants, marketing your firm to consultants and learning about consultant diversity and inclusion initiatives. The day’s experience will end with virtual small group meetings for consultants and managers.

Please contact Beza Tenna, Director of Programs and Communications with questions and to be added to the registration notification list at


NASP’s 5th Consultant Retreat took place October 9-10, 2023, at the KPMG Lakehouse in Orlando, FL. This event offered minority-owned and managed Asset Management firms the opportunity to develop strong relationships with consultants and other Allocators in an intimate, laid-back setting. 2024 information coming soon!

5th Annual Consultant & Managers Retreat

will take place :
October 9-10, 2023