NASP Inaugural Consultant Retreat

Chapel Hill, North Carolina
Thursday, October 18, 2018
NASP Inaugural Consultant Retreat
Thursday, October 18, 2018 2:00 PM -
Friday, October 19, 2018 4:00 PM (Eastern Time)

University of North Carolina
Rizzo Center - McLean Hall
150 DuBose Home Lane
Chapel Hill, North Carolina 27517
United States

Map and Directions

This new initiative aims to increase the opportunity and access to institutional investment consulting firms for NASP’s diverse membership base in order to pave the way for an increased number of research meetings and to allow consultants to learn about diverse investment managers.
This event will allow for networking, dialogue, and the crucial exposure for diverse firms that will assist consultants in strengthening their client base.


RETREAT REGISTRATION FEES

Investment Consultants $495 (limit 2 attendees per firm)
Investment Managers  $795 (maximum 2 registrants)



Keynote Speaker - Mr. Juan J. Martinez,              Vice-President, Chief Financial Officer & Treasurer ~ Knight Foundation

Martinez joined Knight Foundation in May 2002 and as a member of Knight's Executive Committee, is a partner in the development and implementation of the foundation's strategy. 

He is also responsible for the foundation’s financial management, reporting and regulatory compliance, overseeing the management of its $2.4 billion investment portfolio and partnering with program staff in development of grants and program-related investments.

In 2011, Martinez led the development of the Knight Enterprise Fund. The fund is a venture capital investor in early-stage digital media companies that align with Knight Foundation’s program mission. Since its inception, the fund has invested in more than 40 companies. Martinez serves on its advisory committee and on the board of portfolio company "SnagFilms".

He is an alumnus of Florida International University, Miami Dade College and the Wharton School of Business. He serves on the board of directors of the Florida International University Foundation and City-to-City Miami. In 2010, Martinez was named Nonprofit CFO of the Year by the South Florida Business Journal. 



Confirmed Investment Consultant Firms (to date) 

Andco Consulting
Callan
Cambridge Associates
Colonial Consulting
Gavion
Global Endowment
Marquette Associates
Meketa investment Group
NEPC, LLC
Pension Consulting Alliance
RV Kuhns Inc.
TorreyCove Capital Partners
Wilshire Consulting


 

Contact Information

© 2018
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