Fireside Chat
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Walk the Talk: How and why to select emerging and diverse managers

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Does your ___ (investment manager, lawyer, accountant…) reflect and represent your organization’s values?  If we demand diversity in our workplace and on our boards, we should hold our advisors to the same standards. Empirical evidence suggests you may be sacrificing results by not engaging emerging and diverse managers and advisors.  Learn why, how, and where to get access.

Selecting diverse and emerging investment managers may improve performance by tapping a broader talent pool and gaining nimbleness. These firms are typically not closely followed by big institutional investors and represent a range of strategies and teams whose views are largely underestimated.

This session will provide the audience two perspectives on this opportunity: one from seasoned investment professionals tasked with delivering results to investors ranging from private clients, family offices, nonprofits, and large institutions; and another from two badass broads who have themselves built successful firms amid all the challenges facing emerging and diverse managers. Gain perspective on the opportunities in the emerging manager universe, and hear the presenters describe the challenges they faced building their businesses.  Together they will leave you with key considerations for selecting and investing with emerging managers.

 

Confirmed Panelists

Michelle Mathieu, CFA, CAIA, Chief Investment Officer, Fulcrum Capital

In her 25-plus years in the investment industry, Michelle has led three different investment firms, co-managed two equity mutual funds, and served on a half-dozen nonprofit boards. She is Chief Investment Officer at Fulcrum Capital, a growing majority-woman-owned wealth management firm with a focus on sustainable and gender-focused investing.  She is also a member and past vice-chair of the Whitman College Endowment investment committee, chair of the Diocese of Olympia investment committee, and board and finance committee member of the King County Library Foundation. She currently administers over $1 billion in assets in her combined roles.  Before joining Fulcrum in 2017, she was a Principal at The Rainier Group, Chief Investment Officer and co-founder of Perkins Coie Trust Company, and senior portfolio manager at Wells Fargo and Harris Bank.  She earned a B.A. in Economics at Whitman College, is a past president of CFA Seattle, and holds both the CFA® and CAIA® designations.

Unconfirmed Panelists

Shelly Heier, CFA, CAIA, President, Verus Investments
In her 19 years at Verus, Shelly has touched on almost every role in the company – starting in manager research, then heading up all research, and for the past 13 years as the lead consultant with large universities, hospitals and community foundations. At the same time she has served as President and COO, overseeing investment and operational functions for the firm’s $390 billion in global assets. Shelly serves as a trustee of University of Puget Sound, she was a founding member of the Fred Hutch Cancer Research Center’s Innovator’s network, she was named one of the Puget Sound Business Journal’s 40 under 40, and she frequently speaks at industry conferences and events around the country. Shelly graduated from the University of Puget Sound and has earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.

 

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