MESSAGE FROM THE TOIGO ALUMNI ASSOCIATION

OFFICE OF THE PRESIDENT

Toigo Alumni and Friends: The Toigo Alumni Association’s Office of the President (OOP) welcomes you to the 6th Annual 2015 Alumni Investment Conference. We are grateful to the Toigo Foundation for developing this important

program within the Toigo Institute to showcase the talent and expertise of Toigo Alumni across a variety

of sectors while providing important leadership development and career development topics to a broad population of finance professionals. Programs like this one speak to the Founder’s vision to build a critical mass of talented diverse professionals ascending into positions of leadership within the industry. This year’s conference theme is entitled “It Starts with You” which speaks to our efforts to keep our 1,000+ member alumni base active and engaged with the Foundation. The conference will be filled with several opportunities to get up to speed on the latest happenings at the Foundation and to (re)-connect with several alumni and stakeholders. This year, the Foundation is introducing the first networking breakfast for Toigo Alumni with members of the Toigo Board of Directors. There will also be a meaningful interaction with Founder Sue Toigo

which will keep alumni informed about Toigo’s progress on several mission-critical initiatives happening

at the Foundation. The lunch program will feature former Toigo Board chair and founder of Palladium Equity Partners Marcos Rodriguez, who will share his experiences as a successful entrepreneur. The afternoon panel sessions will feature career-oriented discussions and timely investment topics which we hope you will find informative and entertaining. Again, we welcome you to this year’s conference. We hope you find value in the program, and we hope you find ways to stay connected with fellow alumni, stakeholders, and the Foundation. Sincerely, Toigo Alumni Association Office of the President Peter W. Washington (Chicago Booth 2009) and Jack Foster, Jr. (Columbia 2001)

The Toigo Foundation gratefully acknowledges the sponsors of the 2015 Toigo Alumni Investment Conference for their

generous support of leadership, advancement, educationand diversity.

LEAD SPONSORS

SUPPORTING SPONSORS

Credit Suisse

MetLife

New York Life

Prudential Investment Management

Friday, June 12, 2015

10:00 am – 6:00 pm

Citi Conference Center | 601 Lexington Avenue, New York City

Agenda

10:00 – 11:00 am Alumni-only: Networking Breakfast with Toigo Leadership and Board Exclusive networking opportunity for Toigo Alumni. Sue Toigo, Nancy Sims, and members of the Toigo Board of Directors

10:30 am General Attendee Arrival and Registration 11:00 – 12:00 pm Navigating Through the Diversity Landscape

All attendees are invited to this session which will feature a discussion of diversity in education, diversity in employment and diversity in governance. Members of the Toigo Board of Directors will be presenting and in attendance. Moderator Nancy Sims President & CEO, Toigo Foundation Panelists Andrea Beldecos Managing Director, JP Morgan Asset Management Secretary, Toigo Foundation Board of Directors Leslie Hale Chief Financial Officer, RLJ Lodging Trust Toigo Foundation Governing Board Member Toigo Alumna, Harvard 2001 Richard Ingram Executive Director, Teachers’ Retirement System of the State of Illinois Toigo Foundation Advisory Board Member Michael Robinson Senior Associate Director MBA Admissions, Columbia Business School

12:00 – 12:05 pm Welcome and Opening Remarks Toigo Alumni Association Office of the President Jack Foster, Jr. Managing Director, Commonfund Capital Toigo Alumnus, Columbia 2001

12:05 – 1:00 pm Luncheon Program featuring Keynote Speaker

Marcos Rodriguez Managing Member, Palladium Equity Partners, LLC Former Chair, Toigo Foundation Board of Directors

1:00 – 1:15 pm Networking Break

1:15 – 2:15 pm Concurrent Workshops

Professional Development Workshop

Dormant Ties – An Untapped Resource

Facilitator: Pamela D. Puryear, Ph.D.

Vice President, Organization Development and Chief Talent Officer Hospira, Inc.

During this workshop we will explore the value of tapping into weaker links in your

network and reconnecting with people with whom relationships have gone dormant.

Research suggests that if we only focus time and energy on close friends and colleagues

with whom we have strong ties, we are less likely to learn new things, make new

connections, and identify new opportunities in our lives and in our careers. While close

ties breed close bonds, weak and dormant ties can help build bridges to our future.

Target Audience: Mid-Career to Senior Level

(i.e. 7+ Years Post MBA)

Investment Workshop

The DC Plan of Tomorrow Today

Sponsored by State Street

This session will focus on the latest investment science behind default construction and

the art of optimal plan design. We will provide a review of the current landscape in the

industry and predictions around where innovation is likely to center in the future. We will

also explore the factors which drive retirement security and the types of changes required

for defined contribution plans in the US to flourish over the next 10 to 20 years.

Matthew Ketchum

Vice President, State Street Global Advisors

Senior Investment Strategist within the Defined Contribution Team

Brendan Curran, CFA Vice President, State Street Global Advisors Investment Strategist within the Defined Contribution Team Kweku Obed, CFA, CAIA Senior Vice President, Marquette Associates Target Audience: Open

2:15 – 2:30 pm Networking Break

2:30 – 3:30 pm In the Lead

Two powerful keynotes will be featured followed by moderated joint Q&A

Shaka Rasheed Managing Director, Lazard Asset Management Toigo Alumnus, Harvard 2001 Doing Well by Doing Good: Community Impact Through VC James Gutierrez CEO, Insikt Toigo Alumnus, Stanford 2005 Act 2: Envisioning Real Success Rashida Mendes CEO, RM Capital Toigo Alumna, Columbia 2004

3:30 – 3:45 pm Networking Break

3:45 – 5:15 pm Concurrent Workshops

Career Development Workshop

Act 2: Best practices for second stage recruiting

Target Audience: Mid-Career to Senior Level

(i.e 7+ Years Post MBA)

Moderator

Angel Stewart

Director of Talent Management, Toigo Foundation

Panelists

Gail Burlant

Chief Human Resources Officer, Commonfund

Leslie Hand

AVP, Head of Executive Recruitment – Americas, MetLife

Jennifer Jaucian

Executive Recruiter, Mercury Partners

Toigo Alumna, Chicago Booth 2008

Investment Workshop

Strategies & Opportunities Panel: Infrastructure

This panel discussion will focus on the key strategies and platforms to generate the

greatest opportunity in infrastructure investments. What is on the horizon in the sector

and what skill sets will be in demand?

Target Audience: Open

Moderator

Jason Barrett

Executive Director - Head of Renewable Energy Finance and Investments, GAF

Toigo Alumnus, Cornell 1998

Panelists

Andrew Chapman

Senior Managing Director, Macquarie Infrastructure & Real Assets

Petya Nikolova

Head of Infrastructure, Office of the New York City Comptroller

Mansi Patel

Electric, Utilities, Project Finance, MetLife

5:15 – 5:30 pm Networking Break

5:30 – 6:30 pm Speed Networking Reception

Program Concludes

By leveraging diverse talents and backgrounds of our employees globally, State Street fosters an inclusive, creative and fulfilling work environment—and delivers better results for our clients.

For more information, please visit ssga.com.

—Jay Hooley, State Street Chairman, President and Chief Executive Officer

© 2015 State Street Corporation. All Rights Reserved. ID3908-INST-5541 0515 Exp. Date: 5/30/2016

Take ti me to recognize the good around you.

# 68

© 2015 N ew York Li fe Insurance Company, 51 Madison Avenue, N ew York, NY 1 0010Keep Good Going ® is a registered trademark of New York Life Insurance Company, all rights reserved.

Life Insurance. Reti rement . Invest ments . KEEP

New York Life is proud to sponsor the 2015 Toigo Alumni

Investment Conference.

At New York Life, we recognize that employees' unique qualities

often lead to innovation, positive change, and a more productive

and dynamic workplace.

For more information about New York Life visit us at

www.newyorklife.com.