EMPWR: Impact Firms Taking a Lead – Emerge Capital Management – 9.7.21

Overview:

Title: EMPWR: Impact Firms Taking a Lead
Date: Tuesday, September 7, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. This webcast will focus on Emerge Capital Management’s EMPWR public equity program, comprised of a talented group of sub-advisors with a special focus on women portfolio managers. Lisa Lake Langley, CEO, Emerge, will be taking us through this impact, separate account platform and discuss what sets EMPWR apart: leadership, emphasis on diversity, and what ESG principles mean to Emerge.

Speaker:

Lisa Langley Lisa Langley President, CEO & Founder Emerge Capital Management

Lisa Langley is the President, CEO & Founder of Emerge. Lisa founded Emerge in January 2016 to provide distribution and marketing support for emerging asset managers. She has over 30 years of investment management industry experience. Prior to founding Emerge, Lisa has worked globally in the financial industry, she worked for over 20 years in Toronto where she was the President & COO of First Asset Advisory Services in Toronto, Canada where she raised over a billion dollars in assets and successfully sold the firm. She then went on to the Investment Industry Regulatory Organization of Canada (IIROC) where she was the Vice President of Member Services and following this made her way to Scotland where she was the Managing Director of Global Product Development for Alliance Trust. Lisa landed in Buffalo, NY as the Partner and CCO of Sandhill Investment Management, before founding Emerge. Having served in multiple executive roles in the product development and distribution sectors in the US, Canada, and UK, Lisa found it was time to take her expertise and start Emerge. Lisa graduated from Loyola University Maryland with a BA in Finance and later received her MBA from the Kellogg Schulich School of Business Executive MBA Program. Lisa is originally from Baltimore, Maryland now resides in Williamsville, NY and is an active member in her local church community.

EMPWR (trademark application pending) represents investment managers, who have undergone due diligence and research conducted by the Emerge Investment Committee. The EMPWR example blended portfolio shown in this presentation is for example purposes only, to show how a potential portfolio could be constructed by using various managers in the EMPWR program. This portfolio is not a specific recommendation based on an understanding of any particular investor or institution. The EMPWR program has limited assets at this time and has one account invested as of the end of May 2020. Emerge provides administration and trading support to over $300 million in assets every day for clients who are not in the EMPWR program. Although Emerge has taken reasonable care to ensure that the information contained within this presentation is accurate, no representation or warranty (including liability towards third parties), expressed or implied, is made as to its accuracy, reliability or completeness by Emerge or their contractual partners. Opinions and any other information are provided by Emerge for personal use and informational purposes only and are subject to change without notice. Nothing contained in this presentation constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision.