SEM2021 Highlights Video

Descriptive Transcript

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(Screen opens to SEM 2021 logo and tagline)
Male speaker: What is an emerging manager? Groups whose goal is to raise, invest,

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and manage institutional capital. That’s what we’re trying to create.

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(Highlights flash on screen: 500+ Attendees, 200+ Introductory Meetings, and 250+ First-Time Attendees)
We manage institutional money and we’re looking for teams that will become

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institutional fiduciaries of that capital, and whose intent is to be, to do that.

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(Screen shows 2-way split screen)
Male speaker: You know, you gotta be able to, uh, take risk and you gotta be, uh,

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a patient person. You gotta, yeah, you’re gonna have ups and downs.

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(4-Way split screen with new speakers)
Male speaker: Keep your relationships, keep them strong, um,

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and really invest in them during your, you know, your transition.

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(Screen changes to show timeline graphic from 1992 to today)
So I’ve morphed the firm multiple times over 30 years. If I didn’t,

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I’d be out of business and I’d pride myself on adapting and changing the firm

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to where, where I think the world is going. And I’m doing it today.

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(Screen shows 4-way split screen with speakers again)
Female speaker: Clearly, COVID was a challenge to pivot from working in the office,

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to working from home, making sure everybody had a good home setup,

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number one, and number two,

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keeping that momentum with investors during a very uncertain time was very key

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to us, and we did that.

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(Earvin “Magic” Johnson appears on screen)
Earvin “Magic” Johnson speaking: You gonna get told, no, don’t, don’t get down, don’t get the,

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you know, upset. What you gotta do is take the no,

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learn from the no and then come back again. Just improve, make it better.

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(Screen shows 4-way split screen with speakers again)
Male speaker: The types of LPs we’re looking for are long-term thinkers

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who want to form a deep relationship and are excited to support us over the next

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30 plus years as we build out this platform.

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(Screen changes to white background with blue text)
Male speaker: You sit in a wonderful spot in the emerging manager, uh, perspective.

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You’re closer to the ground, you’re closer to niche asset types.

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You’re closer to where actually capital’s going. Closer to the adjacent aspects

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of real estate that we are seeing develop and capital

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aggregating around in ways I haven’t seen before.

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(Screen shows 4-way split screen with 4 new speakers)
Male speaker: Have a clear strategic vision. Be good at what you do.

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Understand how value gets created.

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(Screen changes to white background with blue text)
Male speaker: The real impact of these types of investments is felt on several different

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levels. Um, the individual, neighborhood and community.

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(Screen changes to show Diverse Manager Breakdown with pie charts)
Female speaker: We’ve really come to a place where it feels like to me that we’re,

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we’ve really become incredibly inclusive in this.

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(Earvin “Magic” Johnson appears on screen)
Earvin “Magic” Johnson speaking: Your legacy won’t be tied to how much money you make.

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It’s gonna be tied to actually how many people you help.

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(Split screen with 2 new speakers)
Female speaker: Often, we use those no’s as roadblocks in our journey,

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and I just say we need to start looking at ’em as speed bumps, and get over ’em,

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and put them in our rear view mirror.

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And if you’re focused on your rear view mirror, that’s about this big, right?

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You’re constantly looking at what is behind you.

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(Screen changes to white background with blue text)
And I’ve just reflected that your windshield is so much bigger than that rear

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view mirror. And that’s the opportunities in front of you.

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(SEM 2021 logo appears on screen)