Emerging and Diverse Manager Diligence Days

Thank you for your interest in the Verus Emerging and Diverse Manager Diligence Days series. Registration information is below.

The Verus Emerging and Diverse Manager Program seeks to expand its current coverage of emerging managers by identifying skillful small and minority-owned firms for consideration and inclusion in client portfolios. For the third consecutive year, Verus is inviting qualified managers to participate in one-on-one meetings with its senior staff during its 3rd Emerging and Diverse Manager Diligence Days. While not a requirement, our preference is to meet with managers we haven’t met with before to expand our knowledge base.

The third Emerging and Diverse Manager Diligence Days will be held via virtual meetings in March 2021. All of Verus’ senior decision-makers will be participating in the event series.

2021 Meeting Dates

  • March 16-18
  • March 22
  • March 24
  • March 26

To participate in the program, we’re asking firms to update their firm and product profiles in the eVestment database and provide a response to an InHub survey by clicking the links below. Participants will receive additional information upon registration. Please note there is no cost to attend, and space at the event will be limited.

To kick off the due diligence meetings, a webinar was held on February 8th at 11am (PST) to provide an overview of Verus’ Program and manager research initiatives, and to answer questions from interested participants.

Definitions: Verus defines emerging managers as employee-owned firms with less than or equal to $3 billion in total assets under management (“AUM”). Diverse firms are typically characterized by levels of women and minority ownership or where key investment decision-makers on the strategy team are minorities and/or women (“diverse teams”), although we are permitting managers to define their own diversity attributes. Private fund managers (private equity, private debt, and real assets) raising their first, second or third institutional vehicles under $1.5 billion are also invited to attend.