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35YEARS F I N A N C I A L S E R V I C E S CONFERENCE Turning Inclusion Into a Legacy: Atlanta to All Points Beyond JUNE 10-12 2024 LOEWS HOTEL 1065 PEACHTREE ST ATLANTA

The 35th NASP financial services conference Invesco and Invesco QQQ are proud to sponsor Invesco Distributors, Inc. NASP_AD 05-24.indd 1 2024-05-22 1:08 PM 2

TABLE OF CONTENTS4 Welcome Letters 7 2024 Board of Directors 9 Conference Planning Co-Chairs 11 Committee Members 13 2024 Plan Sponsor Advisory Committee 15 NASP Advisory Council 17 NASP African Institutional Investor 17 Advisory Council List 19 Award Winners 26 Past Award Recipients 32 Featured Speakers 45 Schedule of Events 45 Day 1 | Monday, June 10 57 Day 2 | Tuesday, June 11 73 Day 3 | Wednesday, June 12 74 NASP Staff 75 Gold Corporate Partners 77 Silver Corporate Partners 79 2024 Conference Sponsors 82 NASP Strategic Partnerships 83 Acknowledgments

4 35YEARS FINANCIAL SERVICES CONFERENCE Dear NASP Colleagues, Sponsors, and Partners, On behalf of the Board of Directors of the National Association of Securities Professionals, it is my distinct honor to welcome you to NASP’s 35th Annual Financial Services Conference. Every year, the NASP community gathers for two days to build on our respective connectivity, to further our education, and to recommit to advocacy. This year’s conference is particularly meaningful as it takes place in Atlanta, the home of one of our founders – Maynard H. Jackson Jr. – who was inaugurated as Mayor of this great city fifty years ago. Mayor Jackson was a fierce and unabashed advocate for inclusion and we at NASP continue to follow the trail that he blazed in leveling the playing field for people of color in the financial services industry. I’d like to express my sincere appreciation for the collective effort and dedication that have made NASP the respected and influential association it is today. Together, and over the years, we have built a vibrant community of financial services professionals, united in our commitment to the NASP mission and to advancing the notion of inclusion in the financial services sector. Our shared passion for innovation, collaboration, and engagement has propelled NASP to the forefront of our industry. I would especially like to thank our sponsors, corporate partners, asset owners, and other important stakeholders for their full-throated alignment with the mission of NASP – we appreciate your support and look forward to further engagement with you in the weeks, months, and years to come. NASP has always been synonymous with “excellence”, and you will see that excellence on display over the next two days. The depth of expertise of the NASP membership in new industries, nontraditional sectors and subsectors, and undervalued geographies is remarkable, and during the conference you will hear from senior financial services professionals and policymakers alike, whose experience and perspectives will drive rich discussion and provide opportunities for education for the NASP membership. We invite you to explore sessions outside of your area of expertise as we can collectively benefit from the global perspectives provided during your time in Atlanta. Finally, we implore you to build on your connections and take away new ones from like-minded professionals in the industry, as support and collaboration will lift the NASP membership to new heights. In short, enjoy “NASP” and all that it has to offer. Thank you for your commitment, your support, and your partnership and we look forward to an amazing Financial Services Conference in Atlanta. Sincerely, Erik Hall Erik Hall Board Chair, NASP

5 35YEARS FINANCIAL SERVICES CONFERENCE Greetings to Everyone, Welcome to the 35th Annual NASP Financial Services Conference. It is timely that 2024 has brought us to Atlanta, a city with much history and prominence in the expansion of the societal engagement of Black and Brown Americans in this country. This year especially, NASP commemorates the legacy of Maynard Holbrook Jackson Jr., and we celebrate and rededicate ourselves to the legacy of inclusion he established during his first term as mayor of Atlanta. This vision of a truly inclusive workforce, economy, and country is one that resonates not just within the U.S. but is shared internationally. During this conference, many international asset owners and financial service practitioners will be identifying issues and exploring solutions that generate value through inclusion, alongside US peers. We thank the Association of Black Securities and Investment Professionals (ABSIP) based in South Africa for their strategic partnership with NASP. As new (and old) challenges arise to diversity, NASP must identify, demonstrate and help enhance the economic impact of inclusion for stakeholders in the financial services industry. We applaud and will highlight many of our corporate sponsors, partners, aligned organizations and other industry stakeholders that are here in support of the mission of NASP. We are aligned in our belief that inclusion is about economics – that there is value to be generated by expanding and deepening the talent pool for our workforce and converting the growing diverse population base into vendors, clients and customers. Every organization must embrace evolution to maintain its relevance and impact as its environment and stakeholders’ needs evolve. The 2024 Financial Services Conference will feature expanded sessions on alternatives, guidance for enhancing impact as a trustee, insights from allocators on how inclusion can enhance performance and a college student career preparation and networking program. We thank the NASP Board, our Advisory Council, Committee Leadership and NASP staff for the engagement, perspective, and hard work that not only goes into this conference, but into all the programs and initiatives NASP executes throughout the year. Special recognition and thanks to the NASP Atlanta Chapter, our hosts and partners in planning. Over the next two days, we want to guide and provoke open discussion, creative thinking and challenging of convention as it relates to business policies and biases that prevent our industry from enhancing returns, retaining and attracting more high potential talent, and improving leadership and decision making. When you leave, take some of that Maynard Jackson Jr. boldness and conviction that there is much to be gained by all when we make inclusion a priority. Again, welcome to the 2024 Financial Services Conference. NASP…..because inclusion IS business. Sincerely, Miguel Thames Miguel Thames President & CEO, NASP

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35YEARS 7 FINANCIAL SERVICES CONFERENCE Reese Blair Deloitte & Touche, LLP Antoinette Bing LeadingEdge Investment Advisors, LLC Kathleen Colin Oppenheimer & Co., Inc. Dale Favors Adaptive Growth Leadership Gary Flowers YearUp Marcelia Freeman Clearlake Capital Group James F. Haddon Ramirez Asset Management Corey Mayo Macquarie Asset Management Arthur McClearin Siebert Williams Shank & Co, LLC Malik Murray Ariel Investments Kweku Obed, CFA, CAIA Marquette Associates Angela Outlaw-Matheny Crewcial Partners, LLC Avery A. Robinson, CAIA Callan Real Assets Consulting Group Adam Rouse T. Rowe Price DeAnna I. Jones NEPC, LLC Linda Jordan The Jordan Group Guy T. Logan Raymond James Jasmine N. Richards Cambridge Associates Stephanie Roberts Garcia Hamilton & Associates Lee Stephens BNY Mellon Nikki Tanner Crewcial Partners LLC Paul Thornell Mehlman, Castagnetti, Rosen & Thomas Richard Turnley, III Channing Capital Management, LLC Jarren Ware eVestment Clarence G. Williams Unlimited EX-OFFICIO BOARD MEMBER David Baker Lewis, Esq. Lewis & Munday Miguel Thames National Association of Securities Professionals 2024 BOARD OF DIRECTORS NASP CHAIR Erik Hall Crescent Capital Group LP SECRETARY Camille Evans Endow Law P.A. CHAIR - ELECT Kila Weaver Xponance TREASURER Marques Highland Diamond Hill Capital Management, Inc.

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35YEARS 9 FINANCIAL SERVICES CONFERENCE CONFERENCE PLANNING CO-CHAIRS Stephanie Roberts Partner, Marketing and Client Services, Garcia Hamilton & Associates TNI Kathleen Colin NASP-Detroit Scholarship Chair, NASP Board Member PRIVATE WEALTH Jarren Ware Account Manager & Solutions Specialist, NASDAQ TNI Sheena Gray Chief Administrative Officer, Association of African-American Financial Advisors (AAAA) PRIVATE WEALTH Floyd Simpson, CFA, CAIA Director, Multi-Asset Class Management, PFM Asset Management LLC PROFESSIONAL DEVELOPMENT SERIES Richard Turnley Director of Institutional Sales & Marketing, Channing Capital Management LLC SPONSORSHIP Ope Onibokun Investment DirectorProject Finance, British International Investment, PLC AEMS Nomonde Zwane Investment MultiManager, Eskom Pension and Provident Fund AEMS Bintou Kabore-Zerbo Executive Director, Institutional Investor Network AEMS Linda Jordan President, The Jordan Group ASSET ALLOCATOR James Dominguez Senior Client Relationship Manager, William Blair ASSET ALLOCATOR Marquita Jackson Public Finance, JP Morgan MUNICIPAL FINANCE Guy T. Logan Managing Director, Head of National Infrastructure, Public Finance/Debt Investment Banking, Raymond James MUNICIPAL FINANCE Dana Belfleur Market Consultant, Invesco COLLEGE PROGRAM Bobby Kannady Regional Advisor Consultant, Invesco COLLEGE PROGRAM Gwelda Swilley Advisor, Mariner In INSTITUTIONAL PROGRAM Sylvester McClearn Interim Director of Emerging Managers, NYS Common Retirement Fund INSTITUTIONAL PROGRAM

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35YEARS 11 FINANCIAL SERVICES CONFERENCE CONFERENCE STEERING COMMITTEE Ronald C. Parker Former President & CEO NASP Miguel Thames President & CEO NASP Erik Hall Board Chair NASP Richard Turnley Director of Institutional Sales & Marketing Channing Capital Management LLC Marcelia Freeman Investor Relations Clearlake Capital Group DeAnna Jones Consultant NEPC Marlon Brown Founder & CEO Clarendon Global Partners Marques Highland Director-Relationship Management Diamond Hill Capital Management, Inc. AEMS Tony Griffith Bank of America Securities Maseabi Marageni Futuregrowth Asset Management Donna Sims Wilson Kah Capital Ines Uwiteto Tribe Impact Capital Joanne Yoo DPI ASSET ALLOCATOR Judy Chambers William Blair Marlon Brown Clarendon Global Partners Robert Holley Baltimore City Fire & Police Employee’ Retirement System Tony Johnson Northern Trust Kweku Obed Marquette Associates INSTITUTIONAL Terrence Jones Mercer Institutional Dawn Swift NEPC, LLC Institutional MUNICIPAL Tray Hairston Butler Snow LP PRIVATE WEALTH Jacques Philoctete JP Morgan SPONSORSHIP Christopher Gibson Ariel Investments LLC Corey Mayo Macquarie Asset Management (MAM) Jarren Ware NASDAQ Spencer Witherspoon Shenkman Capital Management, INC TNI Farzin Khan Wellington Management Corey Mayo Macquarie Asset Management Vivian Quaye Northern Trust Asset Management Professional Development Series COMMITTEE MEMBERS

CORE Moody’s mission is to be the leading source of relevant insights on exponential risk. Navigating risk is more complex than ever. Moody’s provides rich data, expert analysis, robust tools, groundbreaking technologies, and a view of the future to enable our customers to unlock opportunity, advance their business, and act decisively. INVEST to provide more access to, and understanding of how diverse and underserved customers can better leverage capital ENGAGE more diverse and underserved customers by broadening CORE’s reach EMPOWER diverse and underserved customers with information, data and insights to grow and scale Want to learn more about CORE? Visit us at core.moodys.io © 2024 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved. Moody’s CORE (Creating Opportunities for Responsible Equity) fuels economic growth by evolving the way we engage, empower and invest in diverse businesses and underserved communities. 12

35YEARS 13 FINANCIAL SERVICES CONFERENCE 2024 PLAN SPONSOR ADVISORY COMMITTEE The Plan Sponsor Advisory Committee (PSAC) is comprised of an impressive group of advisors that have graciously agreed to attend the conference, evaluate the program content to assist in future planning, and encourage other key influencers to attend. Joe Aguilar Chief Investment Officer, Office of Illinois State Treasurer Sheldon Albritton Chair, Pontiac Employees Retirement System Mohammed Balla Chief Financial Officer, City of Atlanta Mohammed Balla Chief Financial Officer, City of Atlanta Rod Baptiste Investment Analyst, State of GA Retirement Systems Commissioner Alisha Bell Trustee, Wayne County Employees Retirement System Christina Bennett Trustee, St. Louis Public School Retirement System Jeff Blackwell Chairman, Chicago Teachers Pension Fund Joseph Boateng Chief Investment Officer, Casey Foundation David Brand Chairman, Atlanta Retirement System Richard Brown Missouri State Representative, Missouri Pensions Committee Dexter Cunningham Trustee, City of Birmingham Retirement System Terrance Davis Senior Portfolio Manager, Florida State Board of Administration Britt Dunams President / Business Agent, ATU Local 732 Dawna Edwards Director, University of Detroit Mercy Edson Edwards Investment Officer, Federal Reserve Pat Giles Trustee, Marta/ATU 732 Pension Plan Orim Graves Chair of Investment Committee, Detroit Police & Fire Retirement System Vivian Gray Trustee, LACERA Charlie Harrison Chair Emeritus, City of Pontiac General Retirement System Andre Hester Emerging Manager Program, Teacher Retirement System of Illinois Betty Kendrick Board Chairman, Riviera Beach Retirement System Michael Kennedy Trustee, University of North Carolina Foundation Investment Fund C. Courtney Knight Treasurer, City of Atlanta Angela Miller May Chief Investment Officer, IMRF June Nickleberry Investment Committee, Detroit General Retirement System Jeff Pegg Trustee, Detroit Firefighters Association Chrystal Perkins Chair, Detroit General Employees Retirement System Leon Pinder Chairman, West Palm Beach Employees Pension Fund Benita Ransom Trustee, DeKalb County Retirement System Theodore Sanders Chief Executive Officer, Louisiana Asset Management Pool Dekia Scott, CFA Chief Investment Officer, Southern Company Dion Stevens Trustee, Oakland County Pension Board Carol Stukes Trustee, Philadelphia Public Employees, Retirement System David Ward Financial Secretary /Treasurer, ATU Local 732 Steven Wilkinson Trustee, Oakland Police & Fire Retirement System Henry Wilson Chair, Wayne County Employees Retirement System John White Trustee, Pontiac Employees Retirement System Patrice Waterman Trustee, Pontiac Employees Retirement System

Delivering on our commitment for inclusion As a company with a legacy of advocating for a more equitable financial services industry, Nationwide® delivers on our partnership with the National Association of Securities Professionals by helping financial professionals turn inclusion into a stronger economic future for all underserved communities. Trust the Nationwide Retirement Institute® to help you meet the financial and retirement planning needs of your clients through impactful tools and resources. Learn more about Nationwide’s passion and commitment to inclusion. Or visit nationwide.com/diversemarkets Nationwide and the National Association of Security Professionals are separate and non-affiliated companies. Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH. Nationwide Retirement Institute is a division of NISC. Nationwide, the Nationwide N and Eagle and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company © 2024 Nationwide NFM-23091AO.1 (06/24) Nationwide is on your side 14

35YEARS 15 FINANCIAL SERVICES CONFERENCE NASP ADVISORY COUNCIL YOUNG PROFESSIONALS COUNCIL MEMBERS Cynthia DiBartolo Chief Executive Officer, Tigress Financial Partners Jay Clayton Former Chairman, U.S. Securities and Exchange Commission Shawna Ferguson Senior Managing Director, Wellington Management Shawn Lytle Global Head MIM/ President, Delaware Funds/ Head of Americas, Macquarie Group Ngozi Chuku Associate Director, Global Business Development, Barings O’Rayne Anthony Clarke 2023 Columbia MBA Graduate Evelysse Vargas Venture Capital Investor Camille Evans Co-Chair Founder, Endow Law P.A. Greg Maddox Co-Chair Head of Global Manager Research, Wells Fargo Sarah Maynard Global Head, External Inclusion & Diversity Strategies and Programs, CFA Institute Greg Nixon Head of Strategic Investments, Cerberus Capital Management Christian Nwasike, MFP® , MBA, JSM, CLC, CTC Principal Consultant, Practice Management Consultants LLC Anthony Wilbon Dean, Howard University Business School Christopher Williams Chairman, Siebert, Williams, Shank and Co., LLC Andrews Dadeboe Consultant, Macquarie Joshua Shelton Accounting Coordinator, Louisiana State University

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David Baker-Lewis Trustee, GM-UAW Retiree Med. Joseph Boateng CIO, Casey Family Programs Larry Bosley Trustee, NYCERS Leona Bridges Commissioner/Trustee, San Francisco ERS Thomas Brigandi CFA Society of New York Judy Chambers Private Assets, Meketa Inv Consutants Brian DeLucia Arrivato LLC Gregory Floyd Trustee, NYCERS Tarrell Gamble Trustee, ACERA Sean Graham Senior Inv Officer, Cornell University Orim Graves Inv. Advisory Cmte., Detroit Police & Fire Elizabeth Guzman Trustee, NYC Public Advocate Anthony Hagan Director, Private Assets, Crewcial Partners Jarvis Hollingsworth Trustee/Chairman, Texas Teachers RS John Jenkins Director, City of Dallas, TX Andrew Junkin CIO, Virginia Ret System Anthony Madry Kansas City School Retirement System Renaye Manley Deputy Director, SEIU Obie McKenzie Vice Chairman, Cordiant Capital Angela Miller-May CIO, IMRF Valerie Mosley Inv. Advisory Committee, NYS Common RF Selina Muasya Inv. Officer, CalSTRS Eric Newman Trustee, City of Stamford Uche Orji CEO, NSIA Gerald Pambo-Awich Inv. Officer, Ford Foundation Nadia Quarles VP, DEI, University of Chicago Kirk Sims Head of Emerging Managers, Texas Teachers RS Rhonda Smith Trustee, Houston Municipal ERS Darryl Walker Alameda County Employee Retirement Association Michael Warmerdam CalSTRS Steven Wilkinson Oakland Police & Fire Ret System Donna Sims Wilson COO, Kah Capital Gwendolyn Smith NASP – MiDA African Institutional Investor Advisory Council Chair, Managing Director, Africa, Invesco AFRICAN INSTITUTIONAL INVESTOR ADVISORY COUNCIL 17

© 2024. PGIM is the primary asset management business of Prudential Financial, Inc. (PFI). PGIM Fixed Income is PGIM’s public fi xed income investment advisory business and operates through PGIM, Inc., a U.S. registered investment adviser. Prudential, PGIM, their respective logos as well as the Rock symbol are service marks of PFI and its related entities, registered in many jurisdictions worldwide. PFI of the United States is not aff liated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G, plc., incorporated in the United Kingdom. As of March 31, 2024. 2024-3063 Diversity, Equity, and Inclusion are integral to our culture and are a critical component of our business performance and talent story. Discover new value at PGIMFixedIncome.com Past performance is not a reliable guide to the future and there is no guarantee that objectives will be met. For professional investors only. All investments involve risk, including possible loss of capital. No risk management technique can guarantee to mitigate or eliminate risk in any market environment. VALUE STANDS OUT WHEN YOU KNOW WHERE TO LOOK. 18

19 JOYCE JOHNSON AWARD 35YEARS FINANCIAL SERVICES CONFERENCE AWARD WINNER Valerie Mosley CEO of Valmo Ventures & Founder of BrightUp Valerie Mosley is the founder and Chief Visionary Officer of BrightUp, a fintech community on a mission to democratize wealth building and wellbeing. Inspired (and annoyed) by the inequitable access to capital, content and coaching, Valerie is on a mission to improve financial health for those still left behind. She is committed to coupling technology with her investment experience and credit knowledge, to add value both to lives and portfolios. Valerie retired as a Partner, SVP, Portfolio Manager, and Investment Strategist from Wellington Management Company, LLP—a $1.2 trillion global money management firm. During her 20-year tenure, she managed billions for clients, chaired the firm’s Industry Strategy Group, and set key parameters for team portfolio managers to follow while sitting on several other investment strategy groups. Valerie has been recognized as The International Person of the Year by The UK’s Power List. The Obama administration appointed her to its Initiative on Advancing Educational Equity, Excellence and Economic Opportunity through HBCUs. She served on NY State Common’s Investment Advisory Committee and on the FDIC’s recent Special Committee. She’s also advised the Boston Federal Reserve, taught financial literacy classes for inner city schools, and designed a teach-the-teacher financial literacy course. In 2023, Valerie was described as a “Money Maven, (one of the) 5 Black Women Leaders in Finance ‘’ by Essence and as one of the 10 Black Leaders in Finance by Ellevest. Valerie serves on the corporate boards of Envestnet (NYSE: ENV), DraftKings (NASDAQ: DKNG), and Eaton Vance Family of Mutual Funds. Her nonprofit boards include Skoll Foundation’s Investment Committee and McLean Hospital. She received her B.A. from Duke University and her M.B.A. from The Wharton School.

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21 YOUNG PROFESSIONALS AWARD 35YEARS FINANCIAL SERVICES CONFERENCE AWARD WINNER Jarren Ware Account Manager & Solutions Specialist, eVestment/NASDAQ Jarren Ware, a seasoned sales professional, began his career in financial services at eVestment in 2015, where he joined the Asset Manager sales team. In his role, Jarren works directly with managers across various asset classes, providing them with strategic guidance to enhance their marketplace visibility and helping them leverage best-in-class market intelligence to effectively position themselves in an increasingly competitive institutional landscape. Throughout his time at eVestment and following the firm’s acquisition by Nasdaq in 2017, Jarren has remained dedicated to servicing managers of all sizes, with a particular focus on advocating for emerging and boutique asset managers seeking to establish or fortify their institutional presence. Jarren’s active involvement in representing eVestment in industry conferences and organizations led to his introduction to NASP in 2021. Subsequently, he volunteered for planning and steering committees, earning a position on the NASP Board of Directors in 2023, where he serves on the Sponsorship, Partnership, and Program Committees. Jarren earned his Bachelor of Arts degree from Clayton State University and currently resides in East Atlanta with his wife and their two dogs.

22 PACESETTER AWARD 35YEARS FINANCIAL SERVICES CONFERENCE AWARD WINNERS Adeyemi (“Ade”) is co-founder & Managing Partner at Base10 Partners. Before Base10, Ade had a successful career as an entrepreneur and investor. Ade was the co-founder and CEO of Tuenti (The “Spanish Facebook” which was acquired by Telefonica in 2010 for $100M), co-founder and CEO of Identified (“AI for HR” acquired by Workday in 2014) and a founding investor of Cabify (the largest ridesharing company in Latin America currently valued at over $1B). While at Workday, Ade led the launch of Workday Ventures, the first fund focused on Applied AI for Enterprise Software and was VP of Technology Strategy. Ade is originally from Spain and half Nigerian. He holds an MBA from Stanford’s Graduate School of Business. He also holds a J.D. in Law and a M.S in Economics from Icade University in Spain and studied a certificate on Machine Learning at Stanford. In 2023, Ade was honored as the first Black investor to be named on the Forbes Midas list. Ade volunteers with CODE2040 who tries to create access awareness and opportunities for gifted Black and Latin engineering talent. Adeyemi Ajao Managing Partner and Co-Founder, Base 10

23 PACESETTER AWARD 35YEARS FINANCIAL SERVICES CONFERENCE AWARD WINNERS NO ONE BETTER CONNECTS THE WORLD Through the warmth and service of Delta Air Lines (NYSE: DAL) people and the power of innovation, Delta never stops looking for ways to make every trip feel tailored to every customer. There are 100,000 Delta people leading the way to deliver a world-class customer experience on over 4,000 daily flights to more than 290 destinations on six continents, connecting people to places and to each other. Delta served more than 190 million customers in 2023 -- safely, reliably and with industry-leading customer service innovation – and was again recognized as North America’s most on-time airline by Cirium. We remain committed to ensuring that the future of travel is connected, personalized and enjoyable. Our people’s genuine and enduring motivation is to make every customer feel welcomed and respected across every point of their journey with us. Headquartered in Atlanta, Delta operates significant hubs and key markets in Amsterdam, Atlanta, Bogota, Boston, Detroit, Lima, London-Heathrow, Los Angeles, Mexico City, Minneapolis-St. Paul, New York-JFK and LaGuardia, ParisCharles de Gaulle, Salt Lake City, Santiago (Chile), Sao Paulo, Seattle, SeoulIncheon and Tokyo. As the leading global airline, Delta’s mission to connect the world creates opportunities, fosters understanding and expands horizons by connecting people and communities to each other and to their own potential.

24 TRAVERS J. BELL, JR. AWA R D 35YEARS FINANCIAL SERVICES CONFERENCE AWARD WINNER William Roach President, GLOBALT William Roach, a native of Gary, Indiana, serves as Chief Executive Officer and President of Globalt Investments, a $3.3 billion investment management firm based in Atlanta, Georgia. Globalt qualifies as a minority firm and is 100% employee owned after Mr. Roach led his team to reacquire the company from Synovus Financial in October of 2023 after a 21-year partnership. Globalt, an early adapter of Exchange-traded funds (ETFs), has a 21-year track record of managing portfolios of purely ETFs, and 33+ years in managing portfolios of stocks and bonds for institutional and retail clients. Mr. Roach has been in the financial services industry for 39 years starting his career at Goldman Sachs where he provided financial advice on a broad range of fixed income securities to public funds, insurance companies, and investment managers. Prior to joining Globalt, Mr. Roach was Vice President of Marketing and Client Services for Western Asset Management and Vice President of Institutional Fixed Income Services for Security Pacific Merchant Bank. He received his BS in Chemical Engineering from Purdue University where he earned academic excellence awards from Inland Steel, Dow Chemical, and Procter and Gamble. He received his MBA in Finance & Marketing from Columbia University Graduate Business School where he was awarded the Johnson & Johnson Leadership Fellowship. In addition to his professional accomplishments, Mr. Roach has been actively involved in various organizations and initiatives aimed at promoting diversity and inclusion. His tenure on the Advisory Board of the Goizueta Business School at Emory University, board membership at Girls’ Inc. of Greater Atlanta, and involvement with the Grady Hospital Ambassador program and the Atlanta Area Council of the Boy Scouts of America showcase his commitment to giving back to the community and advocating for positive change.

25 35YEARS FINANCIAL SERVICES CONFERENCE AWARD WINNER Dr. Gerrard P. Bushell, since 2019, is the Chairman of CAG Holdings, a dedicated investment company for airport infrastructure for The Carlyle Group. From August 2019 to April 2024, Dr. Bushell also served as Executive Chair, and Chairman & CEO of the New Terminal One (NTO) when The Carlyle Group led the consortium to lease and financial close, and President & CEO upon Ferrovial becoming the lead shareholder after project close in 2022. NTO is the nation’s largest single-asset project financing in history at $9.5 billion. It is a consortium of investors, Ferrovial, Carlyle, JLC, and Ullico, investing $2.4 billion of private capital in partnership with The Port Authority of New York and New Jersey to develop, construct and operate a world-class international airport terminal. Dr. Bushell successfully led the project to lease and financial close and through design and construction, despite a global pandemic closing international borders and grounding international travel. He also significantly de-risked the project after lease and financial close by successfully delivering upon major milestones. NTO achieved critical construction milestones in 2024 and issued $2 billion in green bonds in December 2023. Under Dr. Bushell’s leadership, the vision and ambition of the project was framed around the commitments to deliver a top 5 world-class international terminal, and drive community, workforce, and minority & women-owned business enterprise (MWBE) goals for Southeast Queens and New York. The project delivered more than $1.2 billion in awards to MWBE firms, $500 million in awards to companies in Queens, and was on pace to deliver 40% participation for local jobs, and beyond 30% in MWBE participation. Dr. Bushell executed the business plan, built out the management team, and helped select key institutional partners critical to delivery of the design, construction, and operations. He also successfully negotiated a project labor agreement, and an alternative dispute resolution agreement with the Building Trades. Working closely with the design-builder, he and his team negotiated a guaranteed maximum price of $3.9 billion for construction costs. Other achievements included securing an investment grade credit ratings needed to draw down bank funding, negotiating a lease extension to 2060, reaching a 10-year innovative master concessionaire retail agreement with URW, and locking-up agreements with anchor airlines to support passenger and revenue goals for future traffic. He also negotiated the partnership with Korn Ferry’s Leadership for Humanity to train 100 diverse leaders for roles in corporate America. Before NTO, Dr. Bushell served as President & CEO of the Dormitory Authority of the State of New York (DASNY) between 2015 and 2019. During these years, DASNY consistently attained the rank of the nation’s top issuer of infrastructure financing, and infrastructure development. During his tenure, DASNY exceeded NYS’s MWBE goals of 30%, and issued more than $38 billion of municipal debt supporting public and private infrastructure projects across New York State for universities, hospitals, life-sciences, and government. Dr. Bushell came to DASNY as an accomplished investment advisor who raised billions in private and public investment capital, and counseled leading institutional investors. He was a Director of Business Development offering investment solutions for BNY Mellon through Alcentra and Insight, Director in the Client Partner Group at KKR, Managing Director at Arden Asset Management, and the Head of Institutional Sales at Clearbridge Investments, formerly Citi Asset management. Dr. Bushell started his career in government and labor serving in senior roles for New York State Comptroller H. Carl McCall, NYC Councilwoman C. Virginia Fields, and the New York City public employees union, District Council 37. A graduate of Columbia University in both the College and Graduate School of Arts and Sciences, Dr. Bushell holds a B.A., M.A., and PhD. in Urban Political Economy from the Department of Political Sciences where he holds an appointment as an Adjunct Professor teaching state politics and finance. Dr Bushell is a trustee and Chair of the Pension Committee for Public Health Solutions, a non-profit seeking to reduce health inequities in New York. He is also a trustee of the Metropolitan Museum of Art in New York City. MAYNARD HOLBROOK JACKSON, JR. AWARD Dr. Gerard P. Bushell President & CEO, The New Terminal One at JFK

PAST AWARD RECIPIENTS 35YEARS 26 FINANCIAL SERVICES CONFERENCE JOYCE JOHNSON AWARD The Joyce Johnson Award was created by NASP as a tribute to co-founder Joyce Johnson whose mission was to make a difference for minorities and women professionals in the securities industry. The award recognizes true leaders whose efforts best exemplify the advancement of the ideals and principles of NASP. Irene Elmore ’91 Maxine Waters ’92 Rose Harper-Elder ’93 Angela S. Green ’94 Charles P. Valdes ’95 Denise L. Nappier ’96 Patricia A. J. Garrick ’97 Bari-Ellen Roberts ’98 Gail M. Pankey ’99 Della Hood-Laster ’00 Joan M. Pratt ’01 Brenda Wright ’02 Mary A. Collins ’03 Judith Rice ’04 Myrna M. Rivera ’05 Pamela Scott ’06 Gail Perry Mason ’07 Carol G. Stukes ’08 Vicki R. Palmer ’09 Donna Sims Wilson ’10 Mona S. Williams ’11 Catherine E. Pugh ’12 Kathleen Colin ’13 Gwendolyn L. Butler ’14 Mellody Hobson ’15 Linda Joyce Jordan ‘16 Norice R. Rice ‘17 Sherry Mose ‘18 Sidney Dillard ‘19 Dekia Scott, CFA ‘20 Shawna A. Ferguson, M.Ed, CCDP/AP ‘21 Congresswoman Joyce Beatty ‘22 Mary Pugh ‘23

PAST AWARD RECIPIENTS 35YEARS 27 FINANCIAL SERVICES CONFERENCE PACESETTER AWARD The Pacesetter Award was created by NASP to recognize individual trustees or funds that have ensured or promoted the full involvement of women and minorities in the securities industry. Henry Nicholas ’96 George R. Tydings ’96 District of Columbia Retirement Board ’96 Nicholas J. Maiale ’96 H. Carl McCall ’96 Samuel Staten, Sr. ’96 Florida Board of Administration ’97 Ohio Bureau of Workers’ Compensation ’98 Prince George’s County ’99 State of Wisconsin Investment Board ’00 Major F. Riddick, Jr. ’01 Howard University ’02 New York City Employees’ Retirement System ’03 Chicago Teachers’ Retirement System ’04 Los Angeles City Employees’ Retirement System ’05 Lois Jean Turner ’06 Pervis Thomas ’07 California State Teachers’ Retirement System (CalSTRS) ’08 City of Philadelphia Board of Pensions & Retirement ’08 The State of New York ’09 Maryland State Retirement & Pension System ’09 Gary Grippo ’10 The Illinois State Senate ’10 City of Atlanta General Employees’ Retirement Fund ’11 California Public Employees’ Retirement System ’11 Gregory Floyd ’12 Timothy Alan Simon ’12 Hon. Thomas P. DiNapoli ’13 Paul T. Williams, Jr. ’13 Emmett D. Carson, PhD ’14 James J. Celestine, Jr. ’14 Susan Taylor Batten ’15 Robert B. Steele ’15 J. Anthony Beard, CTP ‘16 Donald R. White ‘16 The Los Angeles County Employees Retirement Association (LACERA) ‘17 The New York State Insurance Fund (NYSIF) ‘17 Cheryl D. Alston ‘18 Bryan Lewis ‘18 Daniel L. Woodall, Jr. ‘19 The Illinois Municipal Retirement Fund (IMRF) ‘19 Renaye Manley ‘20 New York State Common Retirement Fund ‘21 Angela Miller-May ‘22 Knight Foundation ‘23

CastleOak Securities, L.P. is a proud sponsor of the 35th Annual NASP Financial Services Conference 3 World Financial Center 200 Vesey Street, 4th floor New York, NY 10281 CastleOak Securities, L.P (646) 521-6700 www.castleoaklp.com Honesty, Integrity, Performance Our purpose is to empower people to innovate and invest for a better future. That’s why we take care that our work has positive outcomes for our clients, teams, investors and for the communities in which we live and work. We are proud to sponsor the the 35th Annual Financial Services Conference and support National Association of Securities Professionals’ work in furthering inclusion in the financial services industry. Learn more about us at www.macquarie.com This information is a general description of the Macquarie Group only. Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice. No information set out herein constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial, credit or lending product or to engage in any investment activity, or an offer of any banking or financial service. 28

PAST AWARD RECIPIENTS 35YEARS 29 FINANCIAL SERVICES CONFERENCE Francisco Borges ’91 Clark Burrus ’92 Maynard Jackson ’93 Virvus Jones ’94 Maceo K. Sloan ’95 Henry E. Parker ’96 John W. Rogers, Jr. ’97 George L. Forbes, Esq. ’98 Jesse L. Jackson, Sr. ’99 David N. Dinkins ’00 Andrew Young ’01 Willie Brown ’02 Ernest G. Green ’03 John H. Stroger, Jr. ’04 Denise Nappier ’05 Wendell Anthony ’06 Alphonso E. Tindall, Jr. ’07 James F. Haddon ’08 William C. Thompson, Jr. ’09 Emil Jones, Jr. ’10 Marx L. Cazenave, II ’11 McCullough Williams, III ’12 Christopher J. Williams ’13 Dmitri Stockton ’14 Lyle Logan ’15 Vicki L. Fuller ‘16 Les Bond ’17 Thurman V. White, Jr. ‘18 Leona Bridges ‘19 Shundrawn Thomas ‘20 Dale Favors ‘21 Rodney B. Herenton ‘22 Eddie Brown, CFA, CIC ‘23 TRAVERS J. BELL, JR. AWARD The Travers J. Bell, Jr. Award was created by NASP to commemorate Travers Bell’s life and legacy and institutionalize his extraordinary contributions as a national financial leader and entrepreneur. The award recognizes above average business success and has become NASP’s standard for excellence, achievement and enlightened leadership in the various divisions of the finance industry. YOUNG PROFESSIONALS AWARD This award will showcase the young professional who has demonstrated excellence, professional achievement and service to members of their community. The award recognizes a rising star within the NASP network who best exemplifies a commitment to, and enthusiasm for the NASP mission of support for the minorities in financial services. Farzin Khan ’21 Marques Highland ‘22 Antoinette Bing ‘23

PAST AWARD RECIPIENTS 35YEARS 30 FINANCIAL SERVICES CONFERENCE LIFETIME ACHIEVEMENT AWARD Established in 2012, the Lifetime Achievement Award is presented to a member of NASP, who, during his or her lifetime, has made significant achievements and contributed richly to the financial services industry. The award honors one individual who has achieved financial success, who has uncompromised integrity and dignity, and who has a strong record of philanthropic benevolence. It recognizes a man or woman who has served as a pioneer for women and people of color, has advocated for their inclusion in all areas of the financial services industry, and has set a living example that influences others to strive for excellence in the industry. MAYNARD HOLBROOK JACKSON, JR. AWARD The Maynard Holbrook Jackson, Jr. Award (formerly the Entrepreneur of the Year Award) was established by NASP to honor the financial service professional that best exemplifies entrepreneurial achievement, community service and high moral standards. Kneeland Youngblood ’99 Susquehanna Partners ‘00 Christopher J. Williams ’01 J. Donald Rice, Jr. ’02 Paul Viera ’03 Louis Holland ’04 Gerald B. Smith ’05 David Baker Lewis ’06 Eugene J. Duffy ’07 Tina Byles Williams ’08 Laurence O. Gray ’09 Isaac H. Green ’10 Quintin E. Primo, III ’11 James Reynolds, Jr. ’12 Suzanne Shank ’13 JoAnn H. Price ’14 Eric T. McKissack, CFA ’15 Herndon Capital Management (HCM) ‘16 Samuel A. Ramirez, Sr. ‘17 Nili Gilbert, CFA, CAIA ‘18 Andre Rice ‘19 Gilbert Andrew Garcia, CFA ‘20 David R. Jones ‘21 Arthur E. McClearin ‘22 Eddie Brown, Jr. ’12 Arthur E. McClearin ’14 Jorge Castro, CFA ’15 (posthumously) Denise L. Nappier ‘18 David Baker Lewis ‘23

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Hamid Asseffar Head of EMEA Sustainable and Impact Investing, Invesco Hamid Asseffar is head of EMEA Sustainable & Impact Investing, leading climate finance initiatives at Invesco, conceptualizing listed and blended finance innovative impact solutions and overseeing business development with DFIs and IFIs globally. Prior to this role, Hamid was head of Asset Managers, ETFs & Indexed Strategies, UK and helped launch many key and innovative products for Invesco’s EMEA ETF business and drive its growth. He brings his expertise and experience in raising capital, building strategic partnerships, designing, and implementing strategies. Hamid joined from Amundi in London, he also worked for Credit Suisse in London and Société Générale Gestion and Amundi in Paris. Hamid graduated from EDHEC Business School and holds the CFA ESG certificate and he is Certified Financial Technician (CFTe) with a diploma from the Society of Technical Analysts (STA). Ellen Bailey Vice President, Business Culture and Transformation, Founder/Owner, Harvard Business Publishing, The Bailey Difference During her tenure with Harvard Business Publishing, Ellen Bailey has occupied various roles and currently holds the position of Vice President of Business and Culture Transformation. Ellen spearheaded the development and implementation of the inaugural Diversity & Inclusion strategy, setting the vision and goals for the organization. She continues to propel employee engagement and drive business outcomes by acting as a catalyst for discovering, cultivating, and delivering optimal practices and resources to foster an inclusive culture. In addition to her responsibilities at HBP, Ellen is the founder of The Bailey Difference, where she assists leaders beyond HBP in advancing sustainable results through the adoption of best practices. Ellen’s commitment to leadership extends to her roles on the Women’s Leadership Board for the Harvard Kennedy School’s Women and Public Policy Program, as Faculty for the McKinsey Black Executive Leadership Program, and as an Expert for the Kaplan Financial Education Program, among others. She frequently shares her expertise through expert briefs and blog posts on subjects such as D&I, managing a multigenerational workforce, and preparing for the future of work. Ellen is also a sought-after contributor and speaker in podcasts and webinars. Mohamed Balla Chief Financial Officer, City of Atlanta, Georgia Mohamed Balla is the Chief Financial Officer for the City of Atlanta. He joined the City in 2011 and took on the role of CFO in July 2021. As CFO, Balla provides financial guidance to the Mayor and City Council and manages 160 finance, accounting, and business professionals. He is responsible for overseeing the preparation, evaluation, and monitoring of the City’s $2.3 billion operating budget and financing the City’s $11.5 billion capital improvement program. Additionally, Balla serves as a Trustee on the City’s Pension Investment Board, managing investments for the General, Police, and Fire Pension Funds. Prior to serving as CFO for the City of Atlanta, Mohamed was the Deputy Commissioner and CFO for the Department of Watershed Management (DWM), where he led the department’s financial functions. Before that, he was a key member of the City’s pension reform team, responsible for restructuring the City’s $3 billion pension plan and also served as the City’s Cash and Investment Manager overseeing the City’s $1.5 billion portfolio. CFO Balla has a background in investment banking, corporate finance, and public finance with over 20 years of experience. Mr. Balla has a strong background in financial modeling and analysis, leverage lending, and public finance. He has worked at Citigroup Corporate and Investment Bank and Wachovia Securities as an investment banking professional. He holds a B.A. in Business Administration with a concentration in Finance from Morehouse College and an M.B.A from the Stephen M. Ross School of Business at the University of Michigan. 32 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

Ernie Caballero Chief Investment Officer, UPS Ernie is the Chief Investment Officer for UPS. Ernie has the fiduciary responsibility for all aspects of the investment portfolios for UPS’ Single Employer Defined Benefit Plans. Assets under management are in excess of $45 billion and span across USA & Canada. Key achievements in this role include transitioning the asset pools from a growth oriented to a liability aware investment approach for both closed & frozen plans as well as open & accruing plans. He also continued expanding his investment team to accommodate the complexities of actively managing a dual mandate portfolio that was 50% risk seeking, 50% fixed income, and 30% synthetic fixed income. He is also a thought leader in regards to pioneering approaches on how defined benefit & defined contribution plans can coexist to extract optimal value for plan participants & sponsors. Prior to this he was domiciled in Europe for 13 years, between Brussels and London, overseeing various aspects of the UPS businesses. While in Belgium, he held the roles of CFO for UPS Europe and Emerging Markets Strategy Coordinator for Europe, the Middle East, India and Africa. While living in London, he was responsible for Treasury Operations, Risk Management, and Mergers Acquisitions within the Europe, Middle East and Africa Asia Pacific Regions. He has held many other Audit, Finance, Treasury, and Trading leadership positions throughout his career. Caballero is a current board member of CIEBA and Chair of the CIEBA Defined Benefit Committee. He serves on the board the ASFIP Foundation, whose focus is to advocate for & provide support for programs concentrating on financial literacy in the Atlanta area. LaToya Cantrell Mayor, City of New Orleans, Louisiana On May 7, 2018, LaToya Cantrell made history as New Orleans’ first woman mayor in its 300-year history. After that historic victory, Mayor Cantrell was inaugurated to a second term on January 10, 2022. Her passion for the City of Yes and her dedication to its residents remains stronger than ever. In her first term as Mayor, the Cantrell Administration was pivotal in negotiations to pass Fair Share legislation to ensure the City of New Orleans received additional tax revenue from the State of Louisiana as a main driver of the state’s economy, securing $200M over five years for critical infrastructure improvement. During her first term, Mayor Cantrell was also a key figure in getting voter approval in 2019 for a Short-Term Rental Visitors Tax and $500M Bond Authorization. In 2020, as the COVID-19 pandemic began to grip the nation, Mayor Cantrell shifted her priorities to become laserfocused on protecting the public health and safety of City residents and demonstrating her first-hand commitment to creating a more equitable and safer New Orleans for all residents. Advocating for federal dollars that provide funding for vital resources has been a consistent hallmark of the Cantrell administration. In response to pandemic challenges that disproportionately impacted New Orleans residents, it was under Mayor Cantrell’s leadership that the City implemented its transformative emergency rental assistance program, distributing over $71 million in rental and utility assistance to more than 22,000 households between March 2020 and March 2023. The COVID-19 pandemic presented numerous opportunities for our elected officials to lead ad Mayor Cantrell displayed that leadership as she fought tirelessly for a direct allocation of American Rescue Plan Act (ARPA) dollars to the City of New Orleans. She traveled to Washington D.C. and personally met with members of the Biden Administration to lobby for a better, real-time use of funds, and as a result, she single-handily changed the criteria on how federal funding would flow to American cities. As Mayor Cantrell remains focused on the issues of public safety, infrastructure, affordable housing and improving the quality of life for all New Orleans residents, she is unwavering in her devout belief that the best is yet to come for the City of New Orleans and is committed to her overall vision of creating a more safe, inclusive, equitable, and thriving City for future generations of New Orleanians. 33 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

Jonathan Glidden Chief Investment Officer, Delta Air Lines Jon is responsible for Delta Air Lines’ defined benefit and defined contribution pension plans. In this role he oversees all aspects of the plans including asset allocation, alpha generation, and plan level risk management. Prior to joining Delta in 2011, Jon was Director of Manager Research at Wilmington Trust. Prior to joining Wilmington Trust in 2007, Jon spent six years with Emory University’s Endowment Fund. Jon holds a master’s degree in Financial Mathematics from the University of Chicago, an MBA from Emory University, and a bachelor’s degree in Mechanical Engineering from the Georgia Institute of Technology. He served as an officer in the US Navy as the Tomahawk Missile Officer on USS Stout (DDG-55) and the Weapons and Boarding Officer on USS Firebolt (PC-10). Jon is a member of the Atlanta Society of Financial Analysts and is currently a member of the Board of Directors of CIEBA, the Committee on Investment of Employee Benefit Assets, Inc. and IDAC, the Investment Diversity Advisory Council. Terrance Davis CAIA, Senior Portfolio Manager, State Board of Administration of Florida Terrance Davis is a Senior Portfolio Manager in the Strategic Investments asset class at the State Board of Administration of Florida (SBA Florida). Mr. Davis started his career at SBA Florida in 2000 as an Assistant Portfolio Manager for the Domestic Equities asset class. He left in 2004 to join a startup money management firm in Atlanta and ultimately rejoined in 2009 as a Fixed Income Analyst. In 2013, he was promoted to Portfolio Manager and transferred to the Strategic Investments asset class. He is currently responsible for the management and oversight of some of the SBA’s investments in timberland, infrastructure, royalties, private credit, real estate credit and hedge fund strategies. Mr. Davis earned both his Bachelor of Science and Master degrees in Business Administration from Florida Agricultural and Mechanical University. He also holds the Chartered Alternative Investment Analyst designation. 34 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

Andre Dickens Mayor, City of Atlanta Andre Dickens is the 61st Mayor of Atlanta. A proud native of Atlanta and a product of Atlanta Public Schools, Mayor Dickens is focused on bringing opportunity and equity to the city that he loves. Mayor Dickens’ agenda is rooted in Moving Atlanta Forward, through improving public safety, increasing opportunities for the city’s young people, empowering neighborhoods, and investing in housing and combatting homelessness, all while fostering a culture of integrity in the City. As he shared in his first State of the City address, his vision for Atlanta is: One city with one bright future. A city of safe, healthy, connected neighborhoods with an expansive culture of equity, empowering upward mobility and full participation for all residents, embracing youth development, and an innovative, dependable government moving Atlanta forward, together. Mayor Dickens was sworn in as Mayor in January 2022. Early accomplishments include making the City’s first-ever investment in early childhood education; the establishment of the Nightlife Division to address establishments with a history of high crime; the reestablishment of the Pothole Posse to rapidly respond to residents’ reports; and leading the successful coalition to keep Atlanta whole in opposition to a de-annexation effort. Prior to his election as Mayor, Dickens served eight years as an at-large City Council member. He was an entrepreneur for over a decade in both the private and nonprofit sectors and a leader in Atlanta’s tech sector. Mayor Dickens is a graduate of Mays High School and holds a bachelor’s degree in chemical engineering from the Georgia Institute of Technology as well as a Master of Public Administration from Georgia State University. As the Post 3 At-Large City Council member from 2014 to 2021, Andre Dickens was a vocal legislative leader on public safety, transportation, affordable housing, workforce development, educational opportunities for Atlanta Public Schools students, and seasoned citizens programming. He served as the chairman of the Transportation Committee, providing oversight to city streets, bridges, sidewalks, paths, and Hartsfield-Jackson Atlanta International Airport, the world’s busiest airport. Some of his legislative highlights include: creating the Department of Transportation, sponsoring legislation increasing annual salaries for Senior Patrol Officers, implementing a $15 per hour minimum wage for city employees, establishing BeltLine Inclusionary Zoning for affordable housing, establishing the Atlanta Youth Commission, setting aside a $40 million Housing Opportunity Bond, creating a joint commission between City Council and APS board, and establishing a BeltLine senior housing rehab program. In 2017, he sponsored and helped launch the Teen “Midnight” Basketball League, a program which includes workshops that help young men develop life skills and further their education. Mayor Dickens previously served as the Chief Development Officer for TechBridge, a nonprofit that drives community impact by bringing affordable technology and business expertise to other nonprofit organizations. In 2018, he co-founded the Technology Career Program, a free program designed to prepare unemployed and individuals experiencing disadvantage in the work field for a career in the growing technology job market. The program teaches high demand technology skills while helping participants land jobs in IT departments across Atlanta. Mayor Dickens also previously served as the Assistant Director of Outreach Initiatives for Georgia Tech’s Office of Institute Diversity. He spearheaded Tech’s African-American Male Institute, which resulted in a significant increase in the GPA and graduation rate among Black males. He also managed the Focus graduate school recruitment program and the Challenge Program that helped hundreds of students successfully transition into college life each year. Early in his career, Mayor Dickens worked as a sales engineer for DSM Engineering Plastics and became the youngest and first Black salesman of the year. At the age of 28, he co-founded City Living Home Furnishings, which grew into a multi-million-dollar retail business with two locations. Mayor Dickens ran the company for nine years until 2011. Mayor Dickens has been a member of the Georgia Tech Alumni Board of Directors and is an alumnus of Leadership Atlanta, Diversity Leadership Atlanta, United Way VIP, and Regional Leadership Institute. He is a member of Kappa Alpha Psi, Fraternity, Inc.; deacon of New Horizon Baptist Church and has served on the boards of the Atlanta BeltLine, Invest Atlanta, TechBridge and the Center for Civil and Human Rights. Mayor Dickens enjoys spending time with his daughter, experiencing live music, attending church services, and traveling the world. He is an avid supporter of all of Atlanta’s sports teams. 35 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

Tishaura Jones Mayor, City of St. Louis, Missouri With a deep personal commitment, a wealth of experience, and a proven record of leadership, Mayor Tishaura O. Jones started her career as a public servant in 2002 when she was appointed as Democratic Committeewoman of the 8th Ward in the City of St. Louis. She served two terms in the Missouri House of Representatives and became the first African-American woman in state history to hold the position of Assistant Minority Floor Leader. From financial empowerment to the modernizing of services, Jones has worked to make city government easier to navigate, easier to participate in, and easier to understand. Elected the first African-American woman as Treasurer in 2012, Jones helped the City of St. Louis earn and save more than $30 million during her tenure in the office. Jones launched the Office of Financial Empowerment (OFE) to help St. Louisans make better financial choices, and OFE’s College Kids Program has helped over 18,000 public school students start saving through educational savings accounts. After becoming the first mayor in decades to be born, raised, and still live in North St. Louis, Jones recognizes that St. Louis cannot succeed if one half is allowed to fail. She is working to reverse decades of disinvestment in neighborhoods by ensuring incentive agreements contain community benefits while responsibly investing nearly $500 million from the American Rescue Plan. Through data-driven deployment strategies, alternative responses to conserve police resources, and investment in community violence intervention programs, she is committed to improving public safety in the city. Jones has a Bachelor’s degree in Finance from Hampton University and a Master’s degree in Health Administration from the Saint Louis University School of Public Health. A graduate of the Executives in State and Local Government program at Harvard University’s Kennedy School of Government, she has served as Vice President of Public Finance for Blaylock Robert Van, LLC, as well as adjunct faculty at the Anheuser-Busch School of Business at Harris-Stowe State University. A member of Delta Sigma Theta Sorority, Inc., her dedication to public service has earned her numerous accolades including awards from the St. Louis Coalition for Human Rights, the RCGA, and the Lupus Foundation of America. She is also the proud mother of Aden. Jill Jaworski Chief Financial Officer, City of Chicago Jill Jaworski is the current Chief Financial Officer at the City of Chicago. Prior to her role with the City, she accumulated 25 years of experience in the realm of public finance, working as an investment banker, financial advisor, and consultant at PFM Financial Advisors, where she was a Managing Director and Partner. During her tenure at PFM, she established their Chicago financial advisory office in 2010, successfully expanding it from a solo operation to a fully staffed practice providing financial guidance to the City and its major sister agencies. Jill co-led the firm’s transit practice and with the Chicago team specialized in assisting transit agencies nationwide in securing grant funding and financing for large-scale projects. Jill is also a dedicated board member of the Chicago Summer Business Institute (CSBI), an active member of the Society of Municipal Analysts, and has previously served as a board member on the Municipal Securities Rulemaking Board (MSRB). 36 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

gilbert.andrew.garcia1 gilbertandrewgarcia gilbert-andrew-garcia-532b7522b/ [email protected] 5 Houston Center 1401 McKinney Street, Suite 1600 Houston, Texas 77010 www.garciahamiltonassociates.com 713-853-2322 CONTACT US: AWARD-WINNING FIRM* 100% EMPLOYEE-OWNED MBE-CERTIFIED FIRM *Each third-party award/ranking about Garcia Hamilton & Associates, L.P. (GH&A) or its representatives was given based upon various criteria and methodologies. GH&A paid no fee to be considered for awards/rankings, and they may not be representative of actual client experiences. Go to www.garciahamiltonassociates.com/awards for additional information on each award. Top down, left to right: P&I Best Places: based on Firm info as of June 30 of award year; awarded in December. HBJ DIB: based on previous year (May to May); awarded in December. Institutional Investor: based on returns as of Dec 31 of award year; awarded in May. EMM: based on returns as of Dec 31 of award year; awarded in April. **Data as of 4/302024 WE ARE PROUD TO SPONSOR NASP’S 35 ANNUAL FINANCIAL SERVICES CONFERENCE TH OOVVEERR $$2200 BBIILLLLIIOONN IN FIXED INCOME ASSETS UNDER MANAGEMENT** Stephanie Roberts Partner NASP Board Member, Treasurer Marcus Smith Partner, VP of Marketing & Client Service NASP Member 37

Gail Perry-Mason Senior Director of Investments, Oppenheimer & Co., Inc. Gail Perry-Mason of Detroit, Michigan, has come a long way, from foster care to caring for others. A respected authority in the financial industry, Gail is also a bestselling author. Her years of experience coupled with her “down-to-earth” but also “downto- business” style has made her a sought after speaker and presenter. Regularly addressing capacity crowds, she educates people on financial literacy conducting financial training sessions and workshops for companies such as Chrysler, Ford, General Motors, MGM, CBS News, Comcast, Blue Cross, Wells Fargo, Comerica and many more. Along with her regular national speaking engagements, which includes keynote addresses at the University of Notre Dame, All Star Game, the NAACP Image Awards Women’s Reception, NBA Wives, University of Hawaii and the Allstate Purple Purse Movement, to name a few, in October 2022 she was a speaker for TedX when they came to the Music Hall in Detroit Michigan. Gail’s wisdom also hit the airwaves as she co-hosted an award-winning talk show entitled “Building Wealth,” via broadcast on iHeartRadio affiliate WMXD (MIX 92.3 FM) and a television broadcast on Comcast Cable. She has appeared on national outlets such as BET, Fox News, PBS, CNN, CBS, MSNBC, CNBC, RadioOne and NPR Radio. In 2014, Gail was a featured financial speaker at the Essence Women’s Festival, and keynote speaker for Harvard University Black History Month Ms. Perry-Mason is a prolific, published writer and has written articles for local and national print media. Her features can be found in many publications, including: Ebony, Black Enterprise, On Wall Street, Research Magazine, Quick and Simple-Good Housekeeping Magazine, Essence, Jet, Free Press and Detroit News, Signature Magazine, Corp!, Washington Post and by the Associated Press. While juggling her demanding financial career and public appearances, Gail found the time to write and publish her first book, Money Matters for Families, which served as a manual for the employees at DaimlerChrysler on managing finances. The book is geared toward families and focuses on the critical elements for building a strong financial foundation. It sold out of its original printing in the first year and is currently out of print. Gail’s second book, Girl, Make Your Money Grow, written with co-author Glinda Bridgforth, was a national best seller. This highly successful financial guide, featured on Oprah’s Debt Diet, has helped build Gail a national following. Gail is extremely visible and active in her community. Recognizing the necessity of teaching youth the importance of money management, she has mentored over 30 young women who are now professionals in the financial industry. Ms. Perry-Mason has implemented a program within the Detroit Public Schools cultivating financial literacy and outlining the steps to entrepreneurship. She has served as Chairperson for the Tavis Smiley Youth to Leaders Program in Detroit and was honored for her work with Mr. Smiley at a benefit in Los Angeles. Gail is an honorary member of Elliottorian Business and Professional Women’s Club and a member of The Links, Incorporated. She currently serves on boards of many local and national organizations, including DMC Harper- Hutzel Hospital (formerly Women’s Hospital), Detroit Music Hall, Detroit Development Fund, Nevada Women’s Money Council and Morgan State University. Gail is also an ambassador for The Walker’s Legacy & Walker’s Legacy Foundation. She has been keynote speaker for Stocks & Stilettos Society and has been a diversity and inclusion speaker for CBS News and many other corporations. In July, 2020 Gail spearheaded the first ever Virtual Money Camp for Money Matters For Youth, which reached across the globe from Detroit to Canada to Africa. In September, 2022 Gail was a 2022 Eastside Extravaganza Award Winner. Continuing her community involvement, she founded the original Money Camp for Teens and the first youth investment club, now known as the Money Matters for Youth Camp. Since 1996, Gail has instructed thousands of young people throughout Metropolitan Detroit, Denver and Jamaica. Money Matters has taught the core values of financial awareness and literacy, development of diverse, positive relationships and entrepreneurship, while emphasizing a message of giving back through service and philanthropy. Its ultimate goal is to provide a program that is committed to fostering the social, emotional and cognitive growth of young people while preparing them for professional and personal success. Gail’s program has received national recognition, with Money Matters receiving an invitation from Warren Buffett to be the first youth group to attend the Berkshire-Hathaway Shareholder Meeting in Omaha, Nebraska, and was featured in a national documentary on Mr. Buffett, in 2017. Gail has received numerous awards, including honors from Ford Motor Company, Michigan Women’s Foundation, New Detroit Inc., Alpha Kappa Alpha Sorority and Alpha Phi Alpha Fraternity. For her work in the community, she has been honored with the Michigan’s Local Hero Award by Bank of America, the Community Role Model Award from Alternatives for Girls and the Economic Empowerment Award from 100 Black Men. Named as one of Michigan’s Top 10 Business Women by the National Association of Women Business Owners in 2007, Ms. Perry-Mason has also received the Community Service Award from the Michigan Women’s Foundation. Named Phenomenal Business Woman of the Year, Gail was honored by the former Governor of Michigan with an award for fundraising on behalf of Non-Profit Organizations, and named a Community Ambassador by the present-day Governor of Michigan. She was recognized as one of Crain’s 100 Most Influential Women in Michigan for 2021. Gail is a Microsoft Legacy Project Honoree – Celebrating Black Changemakers and their contributions to modern day American History. In September 2022, Gail Perry-Mason was the winner of the Invest In Others (IiO) Lifetime Achievement Award, and recipient of IiO’s grand prize of $75,000.00! Then in November 2022 she was a winner of the “2022 Governor’s Service Award As A Lifetime Humanitarian.” With the many accomplishments and accolades already under her belt, Ms. Perry-Mason shows no signs of slowing down anytime soon. Through the newest addition to her resume, 4ever39, Gail seeks to motivate 40, 50, and 60 year old women to optimize their daily life experiences with a focus on three areas: fitness, wine and funds. The 4ever39 product line, which will feature items related to all three categories, is expected to be released within a year. Gail is a mother of three terrific sons. Her mottos are “Success Benefits Others First” and “OpportUNITY Doesn’t Happen Without UNITY.” 38 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

Phathu Mabogo Deputy Chief Investment Officer, Eskom Pension & Provident Fund Phathutshedzo currently holds the position of Deputy Chief Investment Officer at the Eskom Pension and Provident Fund (EPPF) with primary responsibility for the Private markets portfolios. He has previously overseen the Listed Equities, Listed Properties and Fixed Income portfolios. Phathutshedzo has completed a Bachelor of Science degree in Actuarial Science with Wits University. He then acquired a Chartered Financial Analyst (CFA) through the CFA Institute. He holds a Master of Business Administration (MBA) qualification with INSEAD. Michael Murray Assistant Treasurer, The Coca-Cola Company Michael is currently the Assistant Treasurer overseeing the market facing financial risks of The Coca-Cola Company. He also overseas Treasury’s current digital transformation. Current responsibilities include financing, currency, commodity, and interest rate hedging, and managing the portfolio of investments that fund our benefit plans around the globe. Before that he was responsible for the development and rollout of the company’s Working Capital Playbook. Michael spent the previous 15 years focused on currency risk management and related activities within The Coca-Cola Company’s corporate treasury group. His group was responsible for the overall strategy and execution of market derivatives. Michael has been part of the Coca-Cola Company for 23+ years. He began his career in Accounting Shared Services supporting different functions across The Coca-Cola Company before transitioning into the Treasury function. He holds an undergraduate degree in Accounting from Savannah State University and an MBA from Georgia State University. 39 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

British Robinson Coordinator, Prosper Africa Ms. British A. Robinson serves as the Coordinator for Prosper Africa, a U.S. Presidential, national security initiative aimed at strengthening the strategic and economic partnership with African countries. She collaborates closely with the White House National Security Council and 17 U.S. federal agencies to forge partnerships with businesses, investors and government leaders. Robinson is a visionary leader with decades of experience in public-private partnerships, social impact investing, corporate social responsibility, global public health, education, and government policy. She launched her career at Citibank in retail banking and private wealth. For more than a decade she worked with the U.S. Jesuit Conference as National Director of the Office of Social and International Ministries, where she managed their socially responsible investing program. Robinson began her career in government at the U.S. Department of State working on the U.S. President’s Emergency Plan for AIDS Relief (PEPFAR) as Deputy Coordinator/Director of Private Sector Engagement, where she oversaw public-private partnerships to strengthen the world’s largest global health program addressing HIV/AIDS. She recently served as President & CEO of the Barbara Bush Foundation for Family Literacy. In 2022, Robinson was recognized for her distinguished career by Forbes’ 50 Over 50 for Impact – a list of entrepreneurs and changemakers helping to make the world a better, more equitable place. She holds a master’s degree in government from Johns Hopkins University, a bachelor’s degree in public policy and business administration from George Washington University, an honorary doctorate from Fairfield University, and an honorary doctorate in international affairs from the American University. Steven L. Reed Mayor, City of Montgomery, Alabama Steven L. Reed is the Mayor of the historic city of Montgomery, Alabama, and President of the African American Mayors Association. He is the first Black Mayor to lead the city, commonly known as the “Birthplace of the Civil Rights Movement” in its 205-year history. It is not only home to the first church Rev. Dr. Martin Luther King, Jr. led, but also the home of Mrs. Rosa Parks, whose courageous activism in 1955 ignited the Montgomery Bus Boycott which became the transformational civic protest that would change the United States. Mayor Reed is equally committed to leading Montgomery into a strong and prosperous economic future. Under his leadership, Meta just announced plans to build an $800M 715,000-square-foot next-generation data center. In the last two years, he has helped lead the state in economic development with over $3 Billion announced in capital investments with expansions from Amazon, Hyundai, and Manna Beverages, just to name a few. This comes as he sharpens his focus on Foreign Trade Investment and the use of public-private partnerships to reshape the economic foundation of Central Alabama. He has secured grants from the U.S. Department of Transportation and investment from The Conservation Fund to revitalize communities along the Historic Selma-Montgomery Voting Rights Trail. During his tenure, Mayor Reed successfully led a transformational ballot initiative to increase investment in Montgomery’s public school system for the first time in the city’s history. Additionally, his focus on public safety and neighborhood collaboration has reduced crime and stronger relationships between the police and the public they serve. Mayor Reed is a United States Conference of Mayors Board of Trustees member and was selected to join the 2024 Rodel Fellowship Class, the nation’s premier leadership development program for state and local elected officials. Mayor Reed is an accomplished author. His memoir “FIRST, BEST: Lessons in Leadership and Legacy from Today’s Civil Rights Movement” reflects on his childhood growing up in the shadow of the Civil Rights Movement and his circuitous path to becoming Montgomery’s first Black mayor. Mayor Reed graduated from Morehouse College cum laude and earned a Master of Business Administration from Vanderbilt University’s Owen Graduate School of Management. He and his wife, Tamika, are the proud parents of three children. 40 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

I am honored to join Eugene J. Duffy, Mesirow managing director and former NASP chair, in expressing our gratitude for the organization’s long-term commitment to diversity, equity and inclusion in financial services. As we serve our clients and navigate a constantly changing and uncertain international landscape, Mesirow’s commitment to nurturing a diverse, equitable and inclusive workplace remains steadfast. Mesirow champions the NASP principle of “equitable participation and equal opportunity in all business dealings,” and we are proud to partner with NASP and other organizations that advocate, promote and pave the way for talented women and professionals of color. Best wishes for a successful conference. Natalie Brown | CEO mesirow.com The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. © 2024, Mesirow Financial Holdings, Inc. All rights reserved. 41

Dekia Scott, CFA Chief Investment Officer, Southern Company Ms. Scott is the Trust Finance Vice President and Chief Investment Officer at Southern Company where she leads the team which oversees the Company’s corporate pension plan and the investment options of the company’s 401k plan. The team also has direct oversight responsibility of various other asset pools such as the Georgia Power Nuclear Decommissioning Trust, the Georgia Power and Southern Company Gas VEBA Trusts, and the Georgia Power Company, Southern Company Charitable and Southern Company Gas Charitable Foundations. Ms. Scott has been with Southern Company since November, 2000. Ms. Scott has a broad array of experience ranging from asset manager research and structure to portfolio strategy, assetliability analysis, and high-level accountability to executive management. Ms. Scott has developed strong relationships with many asset management organizations and professionals, across various layers of the institutional investment industry. Ms. Scott has a BA in Economics from Spelman College and an MBA in Finance from the Goizueta Business School of Emory University. Ms. Scott is a CFA (Chartered Financial Analyst) charterholder and a member of the CFA Institute. Ms. Scott currently serves on the Board of the Community Foundation and the Board of the Council on Alcohol and Drugs (an affiliate of the Georgia Chamber of Commerce). Ms. Scott is also a member of the Development Committee of KIPP Atlanta. Ms. Scott lives in Atlanta, Georgia and is married (Michael, husband of 24 years) with two children ages 21 (Michael a graduating senior student at Morehouse College) and 19 (Zoe a sophomore student at Howard University). Kirk Sims Managing Director, Head of Emerging Manager Program, Texas Teachers Retirement System Kirk Sims heads TRS’ Emerging Manager Program. Since being established in 2005, TRS has committed $5.9 billion to one of the largest programs of its kind. An additional $4.6 billion has been invested directly with EM Program graduates. Each graduate was selected as a result of consistent outperformance among a group of more than 218 EM managers. Sims joined the Teacher Retirement System of Texas on March 1, 2019. Before joining Texas Teachers, he was a Senior Investment Officer for the Teachers’ Retirement System of the State of Illinois. Sims had oversight and management responsibility of TRS’s Emerging Manager Program, a $750 million evergreen pool of capital designed to identify and invest in emerging investment managers across all asset classes. Prior, Sims worked at Prudential Retirement where he was responsible for a manager of manager’s retirement platform as well as an open architecture investment platform. He also has a background in asset management and has held various positions with both large and small asset managers. Sims is a CFA charter holder and holds a Masters in Business Administration from the Columbia University Graduate School of Business. He received a Bachelor of Business Administration from Howard University in Washington, DC. 42 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

Lorraine Tyson Shareholder, Greenberg Traurig, LLP Lorraine Tyson, a shareholder at Greenberg Traurig, LLP, has over 24 years of experience serving as disclosure counsel, underwriter’s counsel, issuer’s counsel and bond counsel on Illinois municipal bond financings and is very active in both the Illinois and national public finance community. Ms. Tyson has acted as bond counsel, underwriters counsel, remarketing agent counsel, issuer’s counsel or letter of credit counsel in connection with financings by the City of Chicago, the State of Illinois, the Regional Transportation Authority, the Illinois Finance Authority, the Illinois Housing Development Authority, Cook County, Illinois and the Board of Education of the City of Chicago. She has advised clients on various types of tax-exempt and taxable bonds, including general obligation bonds, alternate revenue bonds, tax increment finance bonds, limited tax bonds, debt certificates, revenue bonds, Build America bonds, qualified 501(c)(3) bonds, student housing bonds, recovery zone facility bonds, recovery zone economic development bonds, variable rate bonds and current and advance refunding bonds. She has drafted legislation for Illinois governmental clients and intergovernmental agreements between Illinois municipal entities and has represented Illinois governmental clients in response to IRS audits on their bond issues. Over the course of her career, Ms. Tyson has worked on at least 70 Illinois tax exempt general obligation refunding issuances, at least 20 direct purchase agreements, at least 15 line of credit agreements, at least 30 private activity bond issuances and at least 30 conduit financings (including multi-family housing and single-family mortgage bonds). She started her career at Chapman and Cutler LLP and was of counsel at Mayer Brown LLP. She received her LL.M., Taxation, Northwestern Pritzker School of Law in 2009. She has been the only female and ethnically diverse member of the tax exempt bonds subcommittee of the IRS Advisory Committee on Tax Exempt and Government Entities. She served as a member from 2013-2015. She was the lead 103 tax partner at her prior firm, Pugh, Jones & Johnson, P.C. and continues to provide 103 tax advice at Greenberg Traurig. Fernando Vinzons Chief Investment Officer, Chicago Teachers’ Pension Fund BIO UNAVAILABLE 43 35YEARS FINANCIAL SERVICES CONFERENCE FEATURED SPEAKERS

We Are Better Together Morgan Stanley is proud to sponsor the 35th Annual Financial Services Conference and supports NASP’s mission of helping people of color and women achieve inclusion in the financial services industry. To learn more about our commitment to Diversity and Inclusion visit morganstanley.com/diversity. © 2024 Morgan Stanley & Co. LLC. and Morgan Stanley Smith Barney LLC. Members SIPC. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / D / V). CRC 4767241 05/24 1175952-4490709 - WM_NASP Better Together Ad Update_f1.indd 1 29/05/2024 00:14:06 44

45 01 DAY MON JUNE 10 All Conference Times Eastern SCHEDULE OF EVENTS 35YEARS FINANCIAL SERVICES CONFERENCE 7:00 AM - 4:30 PM ELLINGTON | PRE-FUNCTION Check In / NASP Partner Expo 7:00 AM - 8:00 AM ELLINGTON | PRE-FUNCTIONN Networking & Continental Breakfast 8:00 AM - 8:30 AM ELLINGTON BALLROOM | PLENARY Welcome & Opening Remarks SPEAKERS: Michael Julian Bond, Councilmember, Atlanta City Council Raphael Bostic, President & CEO, Federal Reserve Bank of Atlanta (video remarks) Erik Hall, Board Chair, NASP Miguel Thames, President & CEO, NASP 8:30 AM - 9:30 AM ELLINGTON BALLROOM | PLENARY Economic Outlook: Holding Other Things Constant… This is a well-used phrase in economics, but what if you can’t hold other things constant? We are witnessing armed conflict across several regions with more than borders at stake. Political leadership is working to reshape or rewrite the processes for engagement by their citizens, reshape international alliances, and we see record highs in financial markets while consumers seem to be (are) losing ground in the battle to make ends meet dayto-day. How will these regional conflicts, political contests, and economic fractures impact capital flows, market opportunities and challenge investment returns? This session will ask our group of economists how they try to paint a clear forecast on a moving canvas. We believe their insights and perspectives will provide food for thought during the conference sessions and as you look forward. MODERATOR: Norah Mulinda, U.S. Equities Reporter, Bloomberg PANELISTS: Ben Ayers, AVP, Senior Economist, Nationwide Economics Matt Colyar, Economist, Moody’s Analytics Thomas Porcelli, Chief U.S. Economist, PGIM Fixed Income

46 01 DAY MON JUNE 10 All Conference Times Eastern SCHEDULE OF EVENTS 35YEARS FINANCIAL SERVICES CONFERENCE The NASP Institute The NASP Institute offers education for trustees, investment staff and other institutional investors who select managers for investment purposes. This year, NASP’s Institute will offer the following three sessions to members of the institutional investor community. Sessions will take place during the 35th Annual Financial Services Conference on Monday, June 10, 2024 between 9:50 AM – 3:20 PM Eastern Time at the Loews Atlanta Hotel in Atlanta, GA. Qualifies for up to 3 CPE credit hours. Field of Study: Finance. No advanced preparation needed. Prerequisite: Must currently serve as Trustees or Staff to an Institutional Fund or Family Office Program. Presented: Group Live When you complete these sessions, you should be able to: • List two key examples showing how inclusion policies add value to institutional portfolios. • Establish strategies to address and overcome the challenges to inclusion policies. • Identify and prioritize the primary characteristics institutional investors should look for when evaluating investment managers. • List three tools institutional investors can utilize to source best-in-class investment managers. • Identify and apply the key concepts of real estate and the role it plays in the asset allocation process. • Recognize and discuss the current real estate market outlook and forward-looking expectations. Program levels are intermediate and advanced. Instructional Delivery Method: Group Live. For questions or additional information regarding refund, complaint, and/or program cancellation policies, please contact Marshay Hall at [email protected]. PFM Asset Management is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

INVEST WITH PURPOSE. Delivering Solutions Customized strategies to meet clients’ objectives Embracing Diversity, Equity & Inclusion 90% of assets allocated are with MWBE firms Building for the Future Harnessing the power of data & technology www.attucksfunds.com Bank of America, N.A., Member FDIC. ©2024 Bank of America Corporation. All rights reserved. GBGM-578-AD 6338558 Bank of America is proud to support the National Association of Securities Professionals. is honored to support the National Association of Securities Professionals BLB&G has set the benchmark for success in the securities litigation and corporate governance arena. Since our founding in 1983, we have obtained unprecedented and historic recoveries for the clients and classes we represent —more than $40 billion, including eight of the largest recoveries in history. More information about the firm can be found online at blbglaw.com. Helping people achieve their financial goals For more information, please visit us at lgima.com. 47

48 01 DAY MON JUNE 10 All Conference Times Eastern SCHEDULE OF EVENTS 35YEARS FINANCIAL SERVICES CONFERENCE 9:30 AM - 9:50 AM PROGRAM BREAK 9:50 AM - 10:50 AM MERCER BALLROOM SALON H | AEMS TRACK Mitigating Investment Risk and Stimulating Capital Flows in Africa: Examining the Role of Western Governments in Promoting Investment, Economic Growth and Stability To promote capital flow and address funding gaps, understanding and mitigating risk remains at the forefront of making investments possible on the continent. Modern risk management is a highly collaborative exercise. Forward-thinking institutions can assist Fund Managers and GPs in mitigating project risk and US institutional investors in evaluating emerging market allocations and provide them with the necessary risk mitigation tools to foster a successful transaction. MODERATOR: Marlon Brown, Founder & CEO, Clarendon Global Partners PANELISTS: Derick De Zilva, Chief Executive Officer of Standard New York Inc. Mateo Goldman, Acting Vice President, Office of Investment Funds, U.S. International Development Finance Corporation (DFC) K. Danae Pauli, Senior Advisor, Partnership for Global Infrastructure and Investment British A. Robinson, Coordinator, Prosper Africa 9:50 AM - 10:50 AM MERCER BALLROOM SALON I | TNI TRACK [OPEN TO TRUSTEES/ASSET ALLOCATORS ONLY & CPE CREDITS AVAILABLE] Driving Economic Value through Inclusion Studies show that inclusion strategies can have a positive impact on decision-making and economic results while, at the same time, strongly reflect the values of plan beneficiaries. Thus, inclusive policies and practices are a crucial step for organizations and society to foster a more equitable environment. For most organizations, this is an ongoing process that requires continuous learning, adaptation, and a commitment to creating a more inclusive and equitable workplace for all. We will be hearing from three leading allocators about their process and strategies to advance inclusion inside their organizations and in the broader markets. MODERATOR: Sabrina Bowens-Richard, CFA, CAIA, Senior Investment Solutions Specialist, Diverse Asset Managers, Truist PANELISTS: David Brand, Chair, City of Atlanta Pension Investment Board Kirk Sims, Managing Director, Emerging Manager Program, Teacher Retirement System of Texas Mark Pendarvis, Investment Officer, M/WBE Broker Dealer Program, NYC Office of the Comptroller

49 01 DAY MON JUNE 10 All Conference Times Eastern SCHEDULE OF EVENTS 35YEARS FINANCIAL SERVICES CONFERENCE 9:50 AM - 10:50 AM MERCER BALLROOM SALON G | PDS TRACK Keys to Developing Impactful and Long-Lasting Relationships Relationship building and networking has evolved over the years – from in person to virtual, from small settings to large conferences. This session will provide best practices to build relationships whether you’re early in your career or continuing in your career trajectory as a mid-career or seasoned professional. Learn how to create genuine relationships both internally at your firms as well as externally with industry peers, clients, and others, avoid being transactional and make a lasting impact on others too! Everyone isn’t an extrovert, so we’ll also share ways to be authentic and deal with any nervousness when meeting new individuals. Panelists will also provide pitfalls to avoid, lessons learned and how being a strong relationship builder can impact your career, and share resources such as how to utilize LinkedIn effectively and industry groups. We’ll also allow time to take what you’ve learned and put it into immediate action! MODERATOR: Andre Hester, Investment Analyst, Teacher Retirement System, State of Illinois PANELISTS: Jordan Grant, Senior Director, Business Development, GQG Partners Dale Irby, Managing Director, StepStone Group Eric Saxon, Senior Vice President, Truist Verna Thompson, Business Relationship Consultant, Labaton Sucharow LLP 10:50 AM - 11:10 AM PROGRAM BREAK 11:10 AM - 12:10 PM MERCER BALLROOM SALON H | AEMS TRACK Empowering Human Capital Through Innovation; Strategic Investments in Technology, Sports and Entertainment In the current landscape, Africa has gained widespread attention, particularly due to its status as the home of the world’s youngest and fastest-growing population. Projections indicate that by 2050, Africa will contribute 796 million individuals to the global workforce, boasting the largest and youngest demographic. This youthful populace, if properly nurtured, holds the potential to significantly enhance Africa’s and the world’s GDP growth. Amidst the evolving global perspective, many now recognize Africa not as a homogeneous entity but as a diverse investment terrain with unique prospects across various nations. This panel will delve into the intricate

50 01 DAY MON JUNE 10 All Conference Times Eastern SCHEDULE OF EVENTS 35YEARS FINANCIAL SERVICES CONFERENCE connections between technology, sports, and entertainment, illuminating the investment opportunities within these sectors. Discussions will spotlight instances of innovative investments by institutional players in these domains, exploring growth trajectories and successful exits. Additionally, the panel will dissect the pivotal role of the Diaspora in mobilizing capital to actively participate in the unfolding growth narrative. MODERATOR: Ibrahim Sagna, Executive Chairman, Silverbacks Holdings PANELISTS: Wale Ayeni, Managing Partner, Helios Digital Ventures Abi Mustapha-Maduakor, Chief Executive Officer, African Private Equity and Venture Capital Association (AVCA) Tega Oghenejobo, COO, Mavin Global Linda Oramasionwu-Leverette, Founding Director, Kupanda Capital 11:10 AM - 12:10 PM MERCER BALLROOM SALON I | TNI TRACK [OPEN TO TRUSTEES/ASSET ALLOCATORS ONLY. CPE CREDITS AVAILABLE] Unveiling Excellence: Strategies for Identifying Best-in-Class Investment Managers If past performance is not a predictor of future results, then what is? In today’s volatile market, it is essential for asset allocators to understand the difference between skill and good fortune when selecting asset managers. Apart from the basic criteria, what are the characteristics that define a best-in-class asset manager? How important are factors such as past performance, fees, relationship management, macro-trends, and allocator appetite during the due diligence and manager selection process? On this panel, plan sponsors and consultants will discuss how they source and engage with asset managers and lay the groundwork for long long-term alignment with investor targets. MODERATOR: Dawn Swift, Head of Research Operations, NEPC PANELISTS: Joe Aguilar, Chief Investment Officer, Illinois State Treasurer Theo C. Sanders, III, Chief Executive Officer, Louisiana Asset Management Pool, Inc. (LAMP) Gwelda Swilley, Senior Institutional Advisor, Mariner Institutional Henry Wilson, Chairman, Board of Trustees, Wayne County Employees Retirement System