Minority Empowerment ETF
02
.
26
.
2019
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KATIE BOFSHEVER

Design Partner, GV

As VP of Digital Media at GV, Katie Bofshever crafts innovative and creative solutions for the digital space, specializing in minority consumers.

2:00pm

Understand

Lightning Talks on Business Goals

Learn to understand and tackle problems from many different points of view. Discussions should highlight business goals, success metrics, technical capabilities and potential challenges, and relevant user research.

Minority Empowerment ETF

Join the National Association for the Advancement of Colored People for a panel discussion on"Using Capital Markets to Create Social Equity," the ringing of the NYSE closing bell highlighting the Minority Empowerment ETF (NACP), and networking among top corporate leaders within diversity and inclusion.

 

February 
26
, 
2019
 | 
12:30PM
 – 
5:15PM
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About the Index

NACP tracks Morningstar's Minority Empowerment Index,  a new tool created in partnership with Impact Shares and based upon the NAACP's corporate scorecard strategy.  The Minority Empowerment Index tracks and monitors indicators that assess racial equity and inclusion policies among U.S. corporations with a capitalization of $2 billion or more.


The index is designed to help guide and inform companies in assessing and actively promoting racial and ethnic equity in every aspect of their business, operations and strategy; and to promote socially responsible investing in companies with a strong commitment to equity and diversity.


Commitment is measured through policies, programs, performance, as well as social impact. Companies are judged not only based on their own workforce and boards of directors, but also on their supply chains and community interactions.

 

Speakers

Reggie BROWNe, Moderator

Senior Managing Director at Cantor Fitzgerald & Co.

Mr. Reginald M. Browne, also known as Reggie, serves as a Senior Managing Director at Cantor Fitzgerald & Co. Prior to this, Mr. Browne served as a Managing Director of ETF Team and Global Co-Head of The Listed Derivatives Group at Knight Capital Group, Inc. He joined the firm in June 2009 from Newedge USA, where Mr. Browne served as a Co-Head and a Senior Vice President of the ETF Index Group and led a global expansion of institutional sales. He began his career at O'Connor & Associates and has held senior leadership roles at various Wall Street firms since 1990. Mr. Browne is a 15-years ETF industry veteran with a core focus on market-making and institutional sales. He has a Bachelor of Science in Finance from La Salle University.

Jim Casselberry 

CIO of the Sarowitz Family, LLC


Mr. Jim Casselberry has over 30 years of experience in investment management and investment management consulting. Mr. Casselberry is currently the Chief Investment Officer of Sarowitz Family, LLC, a single-family office. He also serves as a Senior Advisor to NexTier although in the past he served as a Senior Managing Director of NexTier. Mr. Casselberry is responsible for advising the institutional investment management consulting and investing practice and various other business development activities. Mr. Casselberry received a BA degree in economics from the University of Illinois and an MBA degree from the University of Chicago, Booth School of Business.

Lauren Simmons

Former stock trader for Rosenblatt Securities

At 23 years old, Ms. Lauren Simmons became the youngest woman to be a full-time trader for the New York Stock Exchange, as well as the second African woman in 226 years. Before Ms. Simmons was an Equity Trader at Rosenblatt Securities, her work portfolio also includes Six Flags, Nordstrom and Saks Inc. Ms. Simmons received a BS degree in genetics and a minor in statistics from Kennesaw State University.

Guaylon Arnic

Co-Portfolio Manager, Profit Investment Management  

Mr. Arnic has over 15 years of experience as a healthcare and technology investor. Mr. Arnic has a broad range of experience in healthcare IT, digital health, medical devices, enterprise software sales, cloud computing, and the semiconductor areas of the market. General management roles in startups as well. At Profit Investment Management, Mr. Arnic is responsible fro the firm's investments in the large cap, small cap and socially responsible strategies. Mr. Arnic graduated with a BBA in Management from Tennessee State University, and received an MBA from the University of Minnesota.


Agenda

12:30 PM

commune

Lunch

Join us in the Hamilton room for a light lunch. 

1:30 PM

Converse

Panel

This dynamic panel discussion will be led by Reggie Browne, Senior Managing Director at Cantor Fitzgerald, entitled “Using Capital Markets to Create Racial Equity.”

3:15 PM

celebrate

Bell Ceremony

The Bell Ceremony will include a gift presentation and the signing of  the Distinguished Guest Book. Light refreshments will be served. 

4:00 PM

celebrate

Bell Ringing

Join us on the observation deck as we close the trading day with ringing the closing bell for the NACP. 

4:15 PM

connect

Reception

Meet us at 1792, adjacent to the Hamilton room, for a complimentary Happy Hour. Be sure to let us know if you're interested in attending when you register for the panel.

“Design is not making beauty, beauty emerges from selection, affinities, integration, love.”

Louis Kahn

The Minimal NYC

Architect

Minority Empowerment ETF

Register below to be a part of a panel discussion on racial equity, celebrations of ringing the closing bell for the Minority Empowerment ETF (NACP) and networking among top corporate leaders within diversity and inclusion.


 

Please register by February 15, 2019.  

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