Virtual Event

Emerging Manager Connect

12 May 2021 | 9:30AM – 2:00PM EDT

This event has now concluded.

Event Resources

Here are a few relevant resources from the event for you to have as a reference. You can also share these internally with your colleagues. If you’re interested in learning more about the data, tools, or strategies eVestment can provide to help emerging managers successfully build brand awareness and raise assets, don’t hesitate to reach out:

Establishing an Institutional Brand Whitepaper
eVestment ESG Sample Questionnaire
Brand Awareness Rankings For Q1 2021

About the Event

To compete for mandates and win assets, emerging managers may have brand challenges because they’re new to the institutional market. That’s why a strong database marketing strategy is so critical, but many emerging managers are unsure how to get started.

Emerging Manager Connect is designed exclusively for smaller managers who want to understand:

• Trends in the institutional market
• What consultants expect from emerging managers – and how the pandemic has altered expectations
• The criteria consultants use to diligence managers in databases
• How emerging managers can communicate their approaches to ESG and D&I through database marketing

During this event, managers will have the opportunity to secure private 1:1 meetings with our consultant and manager-of-manager guests. 


09:30 – 10:00 am
Venue opens & networking

10:00 – 11:00 am
Panel Session: Best Practices for Emerging Managers

11:00 – 11:45 am
A Look into ESG/D&I Insights and Trends

12:00 – 02:00 pm
1:1 Sessions with Consultant/Manager-of-Manager Executives (Pre-selected)

Panel Session: Best Practices for Emerging Managers

Lauren Mathias, CFA
Senior VP, Global Manager Research

Alli Wallace Stone, CFA
Managing Principal / Consultant

Nat Kellogg, CFA
President, Director of Manager Search
Marquette Associates

Susannah Haisley
Client Success Manager
eVestment Moderator

A Look Into ESG/D&I Trends and Insights

Clayton Jue
Founder, President & CEO
Leading Edge Investment Advisors

Jill Banaszak
Senior Vice President, Omni Success

Consultant and Manager-of-Manager Participants