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Our 2024 Sponsors

Registration and Networking

5:30 PM

Welcome

Tarrus Richardson | Toigo Alumnus, Harvard Business School

Founder & CEO, IMB Partners

7:00 PM

Defining Moments

Kamau Bell | Gala MASTER OF CEREMONIES

Host, CNN United Shades of America

Kamau Bell

W. Kamau Bell is a comedian, author, and filmmaker. His CNN docu-series "United Shades of America" won five Emmy awards, and he was awarded a Peabody for his docu-series "We Need To Talk About Cosby." He is most proud of his Emmy award-winning documentary short "1000% Me: Growing Up Mixed". Kamau is on the board of Donors Choose and Live Free, and is the ACLU's racial justice ambassador. In 2023 he and his wife Melissa Hudson Bell co-founded Who Knows Best, an Oakland-based production company.

2024 Lifetime Achievement Award

A Pledge for the Future of Finance

Ivelisse Rodriguez Simon | Toigo Alumna, Harvard Business School

Toigo Board Member

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Ivelisse Rodriguez Simon

Ivelisse Rodriguez Simon is a Managing Partner of Avante Capital Partners.  Based in Los Angeles, Ms. Simon is responsible for identifying, executing and managing investment opportunities.  She currently manages the fund’s portfolio and new deal activities. Ms. Simon joined Avante in 2009 as a founding member of the firm. Ms. Simon has over two decades of middle-market debt and equity investment experience.  Prior to Avante, she held positions at Palladium Equity Partners, Reliant Equity Partners and various investment banks including Salomon Brothers.  Ms. Simon serves on the board of several companies including Quest, LLC.

Ivelisse is a longtime advocate and champion for women, minorities and the underserved and underrepresented.  She holds leadership roles in several local and national non-profit organizations, including The Robert Toigo Foundation, The Hispanic Scholarship Foundation and Westside Family Health Center in Los Angeles. In addition, Ivelisse and her two sisters launched a philanthropic organization called We Will to support and empower underserved women and minorities in the areas of healthcare, education and financial literacy.

Dinner Service

7:40 PM

8:15 PM

The Power of Partnership

Leadership—and A Look Ahead

Kelli Washington | CFA, Toigo Alumna, Yale School of Management

Managing Director of Research & Investment Strategy, Cleveland Clinic Investment Office Toigo Board Member

With Toigo Fellows from Class of 2024

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Kelli Washington

Kelli joined the Cleveland Clinic Investment Office in 2017 as a member of the inaugural team tasked with building a fully discretionary, insourced investment office. In her role, Kelli is primarily responsible for monitoring portfolio asset allocation policies, maintaining the macroeconomic research function and collaborating with the CIO on research that directs tactical asset allocation, investment decisions and hedging strategies for approximately $15.0 billion in assets across four investment pools.

Kelli is a Board Member of the Washington University (in St. Louis) Investment Management Company and a Board Member for the Robert Toigo Foundation. In 2021, Institutional Investor named Kelli a “Rising Star” as well as one of the “Top 50 Women in Investment Management” and the Olin School of Business at Washington University selected Kelli as one of its “Distinguished Alumni.” In 2019, she was included on the CIO Magazine “NextGens” List and Institutional Investor’s “Most Wanted Allocators First Team.”

8:45 PM

Program Conclusion

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