The asset management industry gathered for a crucial conversation on diversity and inclusion at a recent event hosted by the Community Foundation for Greater New Haven. This important networking event, held on April 27th at The Blake Hotel, brought together diverse investment managers, institutional allocators, and consultants to address both the successes and persistent challenges within the sector. A key participant in this dialogue was Angela Matheny, Director of Investment Staff & Diverse Manager Equity at Crewcial Partners, LLC, highlighting the firm’s commitment to fostering a more inclusive financial landscape.
Diverse group of investment professionals at a networking event focused on diversity and inclusion in asset management, hosted by The Community Foundation for Greater New Haven.
The event featured a distinguished lineup of panelists, including Angela Matheny alongside other industry leaders such as Taylor G. Abbey from Ariel Investments and Michael A. Miller from Crewcial Partners. These experts engaged in interactive panel discussions and a “fireside” interview, offering attendees valuable insights into navigating and excelling in the competitive institutional asset management business. Connecticut State Treasurer Eric Russell also graced the event as a special guest, underscoring the significance of diversity within the state’s financial ecosystem.
Expert panelist speaking at a discussion about challenges and opportunities for diverse managers in the asset management industry.
Participants openly shared their experiences, shedding light on effective strategies and solutions to overcome obstacles in the asset management arena. The discussions weren’t just theoretical; they were grounded in real-world scenarios, providing actionable takeaways for both diverse managers and allocators seeking to enhance inclusivity. The presence and contributions of Angela Matheny from Crewcial Partners were particularly noteworthy, given her expertise in diverse manager equity and investment staff development. Her participation emphasized Crewcial Partners’ proactive role in championing diversity from within.
Attendees networking and engaging in conversations during a break at the Community Foundation event focused on diverse investment managers.
The Community Foundation for Greater New Haven’s dedication to diversity extends beyond advocacy. They exemplify their commitment by allocating a significant portion of their endowment investments – 20 percent – to diverse managers, a stark contrast to the industry average of 1.5 percent. This proactive approach, reinforced by events like this conversation and networking session featuring figures like Angela Matheny of Crewcial Partners, signals a powerful move towards a more equitable and representative future for the asset management industry. The event concluded with a reception, further facilitating networking and collaboration amongst attendees.
