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Retreat Context & Goals:
First held in 2018, this annual event is an opportunity for institutional consultants to identify talented diverse-owned asset management firms. Concurrently, it provides an effective means for diverse-owned managers to better understand the critical role of institutional consultants and how best to engage with your firm. Our objective for the event is to share diverse perspectives, knowledge and ultimately improve outcomes for clients and investors.
Audience Demographics:
High-level representatives from consultant firms, as well as representative from diverse and women owned firms seeking to develop business opportunities with consultants.
Participating Consultant Firms:
Manager Registration Fees:
Details & Logistics:
The program will begin at 11:00am CT on Thursday, October 17 and conclude by 1:00pm on Friday, October 18.
Consultant firms are asked to participate by invitation only. There is no fee for investment consulting firms to participate. In addition, the cost of room and board is covered by the generous sponsorship of our host, Deloitte.
The deadline to register is Friday, September 27th. Registration is invitation only due to limited capacity. Please reach out to Abigail Cordaro, NASP Senior Program Manager at acordaro@nasphq.org for more information and registration next steps.
