DEI Virtual Conference

Thursday, 2:00 pm - 4:15 pm

Zoom Meeting


Jose E. Feliciano — Managing Partner and Co-Founder, Clearlake Capital Group
Jonathan Grabel — Chief Investment Officer, Los Angeles County Retirement Association (LACERA)
Sarah Maynard — Global Head, External Inclusion & Diversity, CFA Institute


2:00 pm - 2:05 pm PST: Welcome – Mariya Entina, CFA -Secretary, CFALA Board of Governors
2:05 pm - 2:30 pm PST: Sarah Maynard -Reports on CFA Institute’s DEI Code Development and their Experimental Partner Research (Accelerating Change)
2:30 pm - 3:00 pm PST: Panel 1 – DEI Program Architecture and KPIs
3:00 pm - 3:30 pm PST: Panel 2 – DEI Governance/Sponsorship
3:30 pm - 4:15 pm PST: Fireside chat with Jonathan Grabel and Jose Feliciano

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CFALA and LACERA are happy to collaborate on our first DEI Virtual Conference. We will be highlighting the best practices learned from our first two roundtable discussions on Governance/Sponsorship and Program Architecture/KPIs. We will also be learning more about CFA Institute’s development of a DEI Code and updates on their Experimental Partner Research.

Join us for a fireside chat between LACERA Chief Investment Officer, Jonathan Grabel, and Clearlake Capital Group Managing Partner, Jose Feliciano, as they discuss diversity, equity, and inclusion (DEI) within the institutional investment management landscape. Both speakers will bring unique perspectives to what DEI leadership means for their organizations along with some personal insights on their journey towards leadership.

The Los Angeles County Employees Retirement Association (LACERA) oversees $74 billion in pension plan assets on behalf of approximately 168,000 Los Angeles County employees.

Clearlake Capital Group is a Santa Monica-based investment firm operating businesses across private equity, credit and other related strategies with over $55 billion in assets under management.


Jose E. Feliciano | José E. Feliciano is Co-Founder and Managing Partner of Clearlake Capital Group, L.P., a private investment firm founded in 2006. In addition to his investing responsibilities, Mr. Feliciano is responsible for the day-to day management of the firm. With a sector-focused approach, the firm seeks to partner with world-class management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach, O.P.S.® The firm’s core target sectors are technology, industrials, and consumer. Clearlake has over $50 billion of assets under management and its senior investment principals have led or co-led over 300 investments.

Prior to co-founding Clearlake, Mr. Feliciano was a Partner and member of the investment committee at Tennenbaum Capital Partners, a senior executive at govWorks, Inc., and started his career in investment banking in the Mergers & Acquisitions and Corporate Finance Groups at Goldman, Sachs & Co.

Mr. Feliciano currently serves on the Board of Directors of several Clearlake portfolio companies. He co-founded the SUPERCHARGED Initiative, a philanthropic grant making and impact investment organization, in 2014. The Initiative invests in both nonprofits and for-profit ventures that are compatible with its goal to make a lasting impact across four key priorities: Education, Entrepreneurship, Equal Opportunity and Empowerment. In addition, Mr. Feliciano serves on the board of directors of the Robert Toigo Foundation, a non-profit organization dedicated to fostering the career advancement and increased leadership of underrepresented talent, and Robert F. Kennedy Human Rights. He is also a trustee of Stanford University and the Smithsonian’s National Museum of the American Latino.

Mr. Feliciano graduated with High Honors from Princeton University, where he received a B.S. in Mechanical & Aerospace Engineering. He received his M.B.A. from the Graduate School of Business at Stanford University.  Back To Top ^^

Jonathan Grabel | Jonathan Grabel is the Chief Investment Officer (CIO) for the Los Angeles County Employees Retirement Association (LACERA). Mr. Grabel manages the $73 billion defined benefit pension fund on behalf of LACERA's 165,000 members, including close to 62,000 benefit recipients. He also oversees the investments for the LACERA-administered $2 billion healthcare benefits program.

Prior to LACERA, Mr. Grabel was the CIO for New Mexico PERA where he oversaw the investments for the agency’s $15 billion defined benefit fund and the associated PERA SmartSave deferred compensation plan. Previously, he was a general partner at Baker Capital, a private equity firm focused on growth-stage investments in technology, networking industries and digital communications. Earlier in his career, Mr. Grabel was an investment banker and licensed CPA (inactive).

Mr. Grabel received his BS in economics from the Wharton School of the University of Pennsylvania and his MBA from the University of Chicago Booth School of Business. Back To Top ^^

Sarah Maynard | Sarah Maynard is Global Head, External Inclusion & Diversity, Strategies and Programs at CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials.

Based in London, Sarah leads a global, industry-recognised portfolio of Inclusion & Diversity programs for CFA Institute stakeholders, including candidates, CFA charterholders, CFA member societies, and investment institutions in order to champion the cause of greater diversity in the investment management industry.

An experienced investment professional, Sarah joined CFA Institute in 2019 from Majedie Asset Management, an independent global investment firm based in the UK, where she was Head of Stewardship and Client Communications Director. In the role, Sarah focused on ESG, especially governance, with a keen interest in how companies can achieve success through improving inclusion.

Previously, Sarah was Director of Career Development at CFA Society of the UK, and a founder of the society’s Women’s Network, which she transformed into the Inclusion & Diversity Network, which now has a membership of over 1,200 investment professionals.

Prior to that, Sarah was a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of $3.3bn. She has an MA in English Literature and Language from Trinity College, Oxford, holds the ASIP and is an Associate member of the Chartered Institute of Personnel & Development. She currently serves on the Advisory Board of Girls Who Invest, and on the CEO Advisory Council of Diversity Project North America. Sarah has also been a state (public) school governor for over a decade and a charity trustee mainly working with disadvantaged communities. Back To Top ^^

Registration Fees

Registration is now CLOSED.

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 2 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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