Registration Now Open
SEPTEMBER 28-30TH, 2022
@InterContinental New York Barclay – New York
The 2022 AAAIM National Conference brings together leading institutional investors and investment professionals to connect, share ideas and lessons learned and build lasting relationships.
With unprecedented economic and geopolitical headwinds for the foreseeable future, the importance of reconnecting in person with allocators and industry peers is more important than ever. AAAIM’s National Conference is widely known for its inclusive and collaborative environment.
This year the National Conference will feature discussions on the impact to our industry of continuing global economic uncertainty, growing inflation, supply chain disruptions, and a tightening labor market. What are the effects of the immediate and medium-term economic conditions to our industry and to AAPI investment managers? What is the impact on fundraising? With these uncertainties, there will also be opportunities in the market. Additionally, speakers will explore how ESG trends, the rise of crypto, the SEC’s recent regulatory proposals, and the changes to the workforce environment may necessitate a re-focus and re-positioning of investment strategies and return expectations.
The Conference will also include a presentation of AAAIM’s 2022 update to our 2020 Study titled “Representation of AAPIs in Asset Management: Analysis and Strategic Response,” conducted by Professor Josh Lerner of Harvard Business School and Bella Private Markets and of other AAAIM research initiatives, namely, the challenges facing AAPI women in the asset management industry, the state of AAPIs in venture capital undertaken in collaboration with UC Berkeley, and the genealogy of AAPIs in Finance/Wall Street.
Our Conference will kick off with an opening keynote reception on Wednesday, September 28 and end with a keynote lunch on Friday, September 30. Consistent with past National Conferences, we will create plenty of opportunities for networking and reconnecting with industry colleagues.
Don’t miss out on our premier DEI event of the year. Sign up early to ensure you have a seat at the event. Registration ends September 21st.
HOTEL INFO
InterContinental New York Barclay
111 East 48th Street
New York, NY 10017-1297
Copy of Vaccination Proof Required at Check in
AGENDA
*** Please check back for program updates as additional speakers are confirmed.
Inaugural AAAIM Family Office Golf Outing
Sponsored By
Wednesday, September 28th
AAAIM National Conference
3:00pm – 6:00pm
Registration
5:00pm – 7:00pm
Opening Reception
Sponsored by Marathon Asset Management
Bruce Richards, CEO of Marathon Asset Management
DAY 1
Thursday, September 29th
7:30am – 8:30am
Registration & Breakfast
8:30am – 8:45am
Welcome Remarks – Jim Park, CEO of AAAIM
8:45am – 9:30am
Institutional Investor Outlook
Moderator: Sanjiv Shah, Managing Director, Harbourvest Partners
Tom Lee, Chief Investment Officer, New York State Teachers’ Retirement System (NYSTRS)
David Chiang, Chief Investment Officer, Pritzker Family Foundation
Cyril Moulle-Berteaux, Head of Global Multi-Asset Team, Morgan Stanley Investment Management
9:30am – 9:45am
Special Remarks by
Marcos Rodriguez, Chief Executive Officer, Palladium Equity Partners
9:45am – 10:00am
Break
10:00am – 10:45am
State of AAPIs in Investment Management
Prof. Josh Lerner, Co-founder, Bella Private Markets & Professor of Investment Banking, Harvard Business School
Moderator: Brenda Chia, Chief of Capital Development, Paladin Capital Group
Panelists
Sona Menon, Partner and Head of North American Pension Practice, Cambridge Associates
Chris Kojima, Global Head of Client Solutions & Capital Markets, Goldman Sachs Asset Management
Roger Sit, Chief Executive Officer, Sit Investment Associates
AAAIM Thought Leadership
10:45am – 11:15am
Panel I: AAAIM & Backstop Solutions AAPI Women’s Study
Presentation: Maryling Yu, Chief Marketing Officer, Backstop Solutions Group
Moderator: June Kim, Director of Global Equity, CalSTRS
Panelists
Maryling Yu, Chief Marketing Officer, Backstop Solutions Group
Binna Kim, Co-founder, Vested
Deepa Madhani, Head of Investor Relations, One Rock Capital
Erica Miles, Senior Vice President, Wells Fargo
11:15am – 11:45am
Panel II: AAAIM & UC Berkeley Venture Capital Research
Presentation: Shuo Chen, General Partner, IOVC & Faculty, UC Berkeley
Moderator: Jay Eum, Co-founder, Managing Partner, GFT Ventures
Panelists
Shuo Chen, General Partner at IOVC & Faculty at UC Berkeley
Heidi Poon, Managing Director of Investment Research, Aksia
Tracy Fong, Managing Director, Albourne
11:45am – 12:00pm
Transition/Networking
12:00pm – 2:00pm
Keynote Lunch Program
Sponsored by Wells Fargo
Brad Lander, New York City Comptroller
Erica Miles, Senior Vice President, Wells Fargo
Bei Ling, Head of Human Resources, Wells Fargo
Mark Uyeda, Commissioner, U.S. Securities and Exchange Commission
Tom Lee, Managing Partner, Fundstrat Global Advisors & CNBC Commentator
Suzanne Yoon, Managing Partner, Kinzie Capital Partners
1:30pm – 1:45pm
Ginger Lew to Announce Tribute to Norman Mineta
Remarks by David Mineta & Video
2:00pm – 2:15pm
Break
2:15pm – 2:55pm
Breakout Sessions I
Real Estate | Fundraising in a Volatile Environment | Investing in VC During a Recession | Family Office |
Moderator: Daniel Cho, Attorney, Kirkland & Ellis
Susan Doyle, Managing Director & Global Head of Private Market Funds, SSGA | Moderator: Susan Soh, Chief of Capital Formation and Investor Relations, GrowthCurve Capital
Jean Hsu, Managing Investment Director for Opportunistic Strategies, CalPERS Anisa Javeri, Senior Managing Director, Evercore | Moderator: David Lam, General Partner, Atlantic Bridge Capital
| Moderator: Valerie Wong Fountain, Managing Director, Morgan Stanley Private Wealth Management
|
3:00pm – 3:40 pm
Breakout Sessions II
Endowments & Foundations | What's next for Crypto and Web3? | Best Practices in Wealth Management | Hedge Funds as the Solution for Challenged 60/40 Portfolios |
Moderator: Letitia Yang, Senior Vice President of Investor Relations, The D. E. Shaw Group | Moderator: Johnny Wu, CEO, Quartzy Capital Advisors
| Top of mind themes and tax-efficient strategies in uncertain times for high net worth individuals with a special focus on professional investors, entrepreneurs, and those with cross-border issues. | Moderator: Bill Park, Head of Equity Risk, Exodus Point Capital |
3:50pm – 4:30pm
Closing General Session
Sponsored by Clearlake Capital Group
Moderator: Prashant Mehrotra, Partner & Managing Director, Clearlake Capital Group
Panelists
Allison Boxer, SVP Economist, PIMCO
Ella Hoxha, Senior Portfolio Manager – Pictet Asset Management
Mark Okada, Co-founder & Chief Executive Officer, Sycamore Tree Capital Partners
Scott Chan, Deputy Chief Investment Officer, CalSTRS
Closing remarks: Eric Wong, Senior Portfolio Manager, Linden Advisors
4:30pm – 6:00pm
Cocktail Reception
Sponsored by Linden Advisors
DAY 2
Friday, September 30th
Decision Makers and Investment Influencers
A focus on allocators, emerging manager program administrators, consultants, fund to funds, and other segments of the industry that wield influence over funding decisions.
8:00am – 9:00am
Breakfast
9:00am – 9:45am
Morning General Session
Sponsored by Bank of America
Erika Cheung, Co-Founder, Ethics in Entrepreneurship and Q&A (Jim Park)
John Kim, Founder and Managing Partner at Brewer Lane Ventures, Interviewed by David Fann, Senior Managing Director & Vice Chair, Apogem Capital
9:55am – 10:35am
Breakout Sessions III
Credit Investing in an Uncertain Time | ESG & Greenwashing | Strategies for Funding Growth |
Moderator: Tina Suo, Head of Alternative Credit, New York City Pension
| Moderator: Tracy Harris, Partner, IR & Product Strategy; Co-Chair, ESG, Siris Capital | Moderator: Dickson Suit, Partner, Ironwood Capital
|
10:45am – 11:25am
Breakout Sessions IV
Emerging Managers | Geopolitical Concerns and the Impact of China | Private Markets Update |
Moderator: Vijay Mehta, Co-Founder & Managing Partner, Arkview Capital
James Tieng, Managing Partner & Co-founder, Lumos Capital Steve Pei, Chief Investment Officer, Gratia Capital Sylvester McClearn, Senior Investment Officer, NY State Common Retirement Fund | Moderator: David Sheng, Managing Director, Portfolio Advisory, Aksia
| Moderator: Rodney June, Chief Investment Officer, Los Angeles City Employees' Retirement System (LACERS) |
11:40am – 12:30pm
Emerging Managers Roundtable
LPs Host Round Tables with 12-15 Members
Rodney June, CIO, LACERS
Cathy Hua, Investment Officer, Minnesota State Board of Investment
Cesar Gonzales, Director, Xponance
Zi Wang, Director of Institutional Advisory Practice, The Colony Group
Andy Kandiew, Senior Managing Director, K2 Advisors
Steve Yoon, Investment Officer, Illinois Police Officers’ Pension Investment Fund
Christopher Pak, Director of Economically Targeted Investments, Office of New York City Comptroller Brad Lander, Bureau of Asset Management
David Enriquez, Managing Director, Rothschild & Co.
David Lee, Managing Director, Laconia Capital Group
Dave Tsung, Zurich Alternative Asset Mgmt
Allen Huang, Director of Investments, Michigan State University | Investment Office
Meisan Lim, Managing Director, Hedge Fund Research, Cambridge Associates
Adi Divgi, Managing Director, Legacy Wealth Management LLC
Udi Chattopadhyay, COO, Four Rivers
12:35pm – 2:00pm
Closing Lunch Panel
Decision Makers and Influencers – Inside Look at Where Leading Allocators and Advisors Deploy Investment Dollars
Moderator: Anyori Hernandez, Director of Emerging Managers, New York State Common Retirement Fund
Panelists
Renae Griffin, Managing Director, GCM Grosvenor
Clayton Jue, President & CEO, Leading Edge Investment Advisors
Lauren Mathias, Senior VP & DEB Champion, Callan LLC
Judy Chambers, Managing Principal & Private Markets Consultant, Meketa Investments
Sam Austin, Partner, NEPC
SPEAKERS
Amy Chen
Chief Investment Officer, Smithsonian Institution
David Chiang
Chief Investment Officer, Pritzker Family Foundation
John Kim
Founder and Managing Partner at Brewer Lane Ventures
June Kim
Director of Global Equity, CalSTRS
Thomas Lee
Chief Investment Officer, New York State Teachers' Retirement System (NYSTRS)
Prof. Josh Lerner
Co-founder, Bella Private Markets & Professor of Investment Banking, Harvard Business School
Sona Menon
Partner and Head of North American Pension Practice, Cambridge Associates
Brian O' Neil
Chief Investment Officer, Robert Wood Johnson Foundation
Anita Ng
Managing Director of Private Investments, Cambridge Associates
Marcos Rodriguez
Chief Executive Officer, Palladium Equity Partners
Kirk Sims
Emerging Manager Program Director, Teachers' Retirement System of Texas
Roger Sit
Chief Executive Officer, Sit Investment Associates
Sophia Tsai
Managing Director, Trinity Wall Street
Steve Yoon
Investment Officer, Illinois Police Officers' Pension Investment Fund
Suzanne Yoon
Founder & Managing Partner, Kinzie Capital Partners
Steve R. Arentsen
Senior Vice President, Wells Fargo
Sam Austin
Partner, NEPC
Leena Bhutta
Chief Investment Officer, Doris Duke Charitable Foundation
Allison Boxer
SVP Economist, PIMCO
Alex Cha
Head of Portfolio Management, 400 Capital Management
Judy Chambers
Managing Principal & Private Markets Consultant, Meketa Investments
Raymond Chan
Partner, Atalaya Capital Management
Scott Chan
Deputy Chief Investment Officer, CalSTRS
Shuo Chen
General Partner at IOVC & Faculty at UC Berkeley
Erika Cheung
Co-Founder, Ethics in Entrepreneurship
Brenda Chia
Chief of Capital Development, Paladin Capital Group
Daniel Cho
Kirkland & Ellis
Hernando Cortina
Head of Index Strategies, ISS ESG
Nicolas Dang
Manager, Absolute Return, CN Investment Decision
Susan Doyle
Managing Director & Global Head of Private Market Funds, SSGA
Jay Eum
Co-founder, Managing Partner, GFT Ventures
David Fann
Senior Managing Director & Vice Chair, Apogem Capital
Tracy Fong
Managing Director, Albourne
Valerie Wong Fountain
Managing Director, Morgan Stanley Private Wealth Management
Cesar Gonzales
Director, Xponance
Renae Griffin
Managing Director, GCM Grosvenor
Sarah Hammer
The Wharton School, University of Pennsylvania
Tracy Harris
Partner, IR & Product Strategy; Co-Chair, ESG, Siris Capital
Paul Hayama
Partner, Avante Capital Partners
Anyori Hernandez
Director of Emerging Managers, New York State Common Retirement Fund
Ella Hoxha
Senior Portfolio Manager - Pictet Asset Management
Jean Hsu
Managing Investment Director for Opportunistic Strategies, CalPERS
Sara Huang
Managing Director, Ardian
Anisa Javeri
Senior Managing Director, Evercore
Rodney June
Chief Investment Officer, Los Angeles City Employees' Retirement System (LACERS)
Clayton Jue
President & CEO, Leading Edge Investment Advisors
Andy Kandiew
Senior Managing Director, K2 Advisors
Daniel Kesten
Partner, Pryor Cashman LLP
Al Kim
Director of Investments, Helmsley Charitable Trust
Binna Kim
Co-founder, Vested
Soo Kim
Managing Partner & CIO, Standard General
Chris Kojima
Global Head of Client Solutions & Capital Markets, Goldman Sachs Asset Management
David Lam
General Partner, Atlantic Bridge Capital
Brad Lander
New York City Comptroller
Albert Lee
Director of Investments, University of California, Office of the Chief Investment Officer
Brian Lee
Chief Risk Officer, Indus Capital Partners
John Lee
Partner, RSM
Susan Yun Lee
Independent Board Director, Crescent Capital & Investment Committee, Library Foundation
Ginger Lew
Co-Founder, AAAIM, CEO, Three Oaks Investments, LLC
Gordon Liao
Founder & Managing Partner, Promise Holdings, LLC.
Meisan Lim
Managing Director, Hedge Fund Research, Cambridge Associates
Deepa Madhani
Head of Investor Relations, One Rock Capital
Neha Markle
Head of AIP Private Market Solutions, Morgan Stanley
Lauren Mathias
Senior VP & DEB Champion, Callan LLC
Alan Mattamana
Partner, Fairview Capital Partners
Sylvester McClearn
Senior Investment Officer, NY State Common Retirement Fund
Prashant Mehrotra
Partner & Managing Director, Clearlake Capital Group
Vijay Mehta
Co-Founder & Managing Partner, Arkview Capital
Erica Miles
Senior Vice President, Wells Fargo
Cyril Moullex-Berteaux
Head of Global Multi-Asset Team, Morgan Stanley Investment Management
Mark Okada
Co-founder & CEO, Sycamore Tree Capital Partners
Christopher Pak
Director of Economically Targeted Investments, Office of New York City Comptroller Brad Lander, Bureau of Asset Management
Bill Park
Head of Equity Risk, ExodusPoint Capital Management
Jim Park
CEO of AAAIM
Steve Pei
Chief Investment Officer, Gratia Capital
Silpa Pericherla
Managing Director, Global Equities, Packard Foundation
Heidi Poon
Managing Director of Investment Research, Aksia
Sumit Rajpal
Founder & CEO, GrowthCurve Capital
Mo Saraiya
Executive Director, Real Estate Investments, GCM Grosvenor
Sandra Schubert
Managing Director, Goldman Sachs Private Wealth
Sanjiv Shah
Managing Director, Harbourvest Partners
David Sheng
Managing Director, Portfolio Advisory, Aksia
Bin Shi
Senior Vice President, Portfolio Manager of Research, Acadian Asset Management
Wen Shiau
Managing Partner, Cypress Capital
Susan Soh
Chief of Capital Formation and Investor Relations, GrowthCurve Capital
Christopher Steed
Chief Investment Officer, Paladin Capital Group
Dickson Suit
Partner, Ironwood Capital
Tina Suo
Head of Alternative Credit, New York City Pension (Moderator)
James Tieng
Managing Partner & Co-founder, Lumos Capital
Maeley Tom
AAAIM Co-Founder, Board Chair Emeritus
Cynthia Tseng
Partner, Fairview Capital Partners
Marcos Veremis
Partner, Accolade Partners
Jennifer Wolf
Managing Partner, Initialized Capital
Mark Uyeda
Security Exchange Commissioner
Michael Vu
Senior Managing Director, Artemis Real Estate Partners
Fei Wang
Senior VP, Private Wealth Advisor, Morgan Stanley Private Wealth Management
Zi Wang
Director of Institutional Advisory Practice, The Colony Group
Joe Wong
CEO and CIO, Linden Advisors
Johnny Wu
CEO, Quartzy Capital Advisors
Jack Yang
Co-founder & President, Sycamore Tree Capital Partners
Letitia Yang
Senior Vice President of Investor Relations, The D. E. Shaw Group
Tsering Yangki
Head of Real Estate Finance & Development, Dream Unlimited Corp
Aaron Yoon
Assistant Professor of Accounting & Information Management, Kellogg School at Northwestern University
Maryling Yu
Chief Marketing Officer, Backstop Solutions Group
Joyce Zhang
Senior Investment Officer, The Wallace Foundation
SPONSORS
REGISTRATION
Through our Emerging Leaders Initiative, we invest in our industry’s future leaders by offering partial scholarships for those who are early in their career in the investment industry, as well as full time students interested in the field. The young professional rate is $500 for the two day program and $200 for full time students. Early stage emerging managers may also qualify for other discounted rates. Please reach out to info@aaaim.org to do determine if you qualify.
Refund Policy
To request a refund, please email info@aaaim.org with the subject “refund.” Your total ticket amount will be refunded minus a $50 processing fee.