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2 Annual Diverse and Emerging Managers Investment Conference 2022

Office of the New York City Comptroller Bureau of Asset Management

Annual Diverse and Emerging Managers

Investment Conference

Tuesday, November 1, 2022 United Federation of Teachers

8:00 am ? 9:00 am 9:00 am ? 9:30 am

9:30 am ? 10:15 am

Agenda

Registration and Networking Breakfast

Welcome Sadye Campoamor Chief Equity Officer Office of the New York City Comptroller

Introduction from United Federation of Teachers Michael Mulgrew President, United Federation of Teachers

Keynote Address Brad Lander New York City Comptroller

State of the New York City Pension Funds Steven Meier, CFA, FRM Chief Investment Officer Office of the New York City Comptroller

Panel Discussion on Emerging Manager Success Stories

Moderator

? Taffi Ayodele Director of Diversity, Equity and Inclusion and Emerging Manager Strategy

Pre-Function A & C Shanker Hall B

Shanker Hall B

Shanker Hall B Shanker Hall B

Shanker Hall B

The views and opinions expressed on conference panels are those of the speakers and do not reflect any policies or positions of the Office of the New York City Comptroller or the five New York City retirement systems. Panelists represent their respective firms only and are in no way a part of any investment decisions made by the Trustees of these Boards. The New York City Retirement Systems will not invest with any fund that uses a placement agent to secure a commitment by any of the New York City Retirement Systems.

Office of the New York City Comptroller Brad Lander 3

10:15 am ? 10:45 am 10:45 am ? 11:45 am

11:45 am ? 12:15 pm 12:15 pm ? 1:50 pm

Panel Discussion on Emerging Manager Success Stories (Continued)

Panelists

? Tammy K. Jones Co-Founder & Chief Executive Officer Basis Investment Group, LLC

? Deanna Hobson Executive Vice President Pugh Capital Management, Inc.

? Philip Alphonse Senior Partner The Vistria Group

Break

Asset Class Breakout Sessions Hear from BAM staff, consultants and external fund of funds managers about current asset class emerging manager programs, processes and requirements, and what these programs are looking for in new managers. Each session will include time for questions and answers.

Public Markets (Public Equity & Fixed Income) Shanker Hall B

Private Equity

Shanker Hall A

Real Assets (Infrastructure & Real Estate)

Floor 19, B & C

Alternative Credit (Opportunistic Fixed Income, High Yield)

Floor 19, D & E

Hedge Funds

Floor 19, F

MWDVBE Brokerage Program

Floor 19, G

Lunch

Shanker Hall C & Pre-Function C

Speed Networking Speed networking will take place in the same room as the corresponding breakout session. All speed networking registrants should have received an email with your appointment time and location prior to the event. If you have any questions, please see the registration desk.

The views and opinions expressed on conference panels are those of the speakers and do not reflect any policies or positions of the Office of the New York City Comptroller or the five New York City retirement systems. Panelists represent their respective firms only and are in no way a part of any investment decisions made by the Trustees of these Boards. The New York City Retirement Systems will not invest with any fund that uses a placement agent to secure a commitment by any of the New York City Retirement Systems.

4 Annual Diverse and Emerging Managers Investment Conference 2022

The New York City Retirement Systems

The majority of New York City public sector employees are members of one of the following five major actuarially-funded pension systems collectively known as the New York City Retirement Systems (NYCRS).

The NYCRS provide pension benefits to retired employees based on salary, length of service, member contributions, Plan and Tier. Currently there are several Tiers, referred to as Tier I, Tier II, Tier III, Tier IV and Tier VI. Members are assigned a Tier based on Plan and membership date.

In addition to Comptroller Lander, the trustees of the systems are as follows:

1. New York City Teachers' Retirement System-Qualified Pension Plan (TRS) is a cost-sharing, multiple-employer public employee retirement system, for pedagogical employees in the public schools of the City, certain New York City charter schools, and certain other specified school and college employees. TRS was established as of August 1, 1917 under Chapter 303 of the Laws of 1917 and is governed by the Administrative Code of the City of New York and the New York State Retirement and Social Security Law. TRS covers all the teachers and administrative personnel employed by the New York City Department of Education and certain employees of Charter Schools and the City University of New York. TRS serves over 228,000 members as of June 30, 2021.

Trustees Mayor Eric Adams' Appointee Bryan Berge, Director, Mayor's Office of Pension and Investments; Chancellor's Representative, Benjamin Schanback, New York City Department of Education; and Debra Penny (Chair), Thomas Brown and David Kazansky, all of the United Federation of Teachers.

2. New York City Employees' Retirement System (NYCERS) is a cost-sharing, multiple-employer public employee retirement system, for employees of the City not covered by one of the other pension systems and employees of certain component units of the City and certain other government units. NYCERS was established in 1920 by the New York State legislature. It began with 13,331 members; it serves over 370,000 members as of June 30, 2021.

Trustees Mayor Eric Adams' Appointee Bryan Berge, Director, Mayor's Office of Pension and Investments; New York City Public Advocate Jumaane Williams; Borough Presidents: Mark Levine (Manhattan), Donovan Richards (Queens), Antonio Reynoso (Brooklyn), Vito Fossella (Staten Island), and Vanessa L. Gibson (Bronx); Henry Garrido, Executive Director, District Council 37, AFSCME; Tony Utano, President Transport Workers Union Local 100; and Gregory Floyd, President, International Brotherhood of Teamsters, Local 237.

3. New York City Police Pension Fund (Police) is a single-employer public employee retirement system, for full-time uniformed employees of the Police Department. Note: In conjunction with the establishment of an administrative staff separate from the New York City Police Department in accordance with Chapter 292 of the Laws of 2001, the New York City Police Department, Subchapter Two Pension Fund is generally referred to as the New York City Police Pension Fund as set forth in the Administrative Code of The City of New

Office of the New York City Comptroller Brad Lander 5

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