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
Sponsored by Kirkland & Ellis

Fundraising in a Volatile Environment

Investing in VC During a Recession

Family Office
Sponsored by Morgan Stanley Private Wealth Management

Moderator: Daniel Cho, Attorney, Kirkland & Ellis

Tsering Yangki
, Head of Real Estate Finance & Development, Dream Unlimited Corp

Mo Saraiya, Executive Director, Real Estate Investments, GCM Grosvenor


Wen Shiau
, Managing Partner, Cypress Capital

Susan Doyle, Managing Director & Global Head of Private Market Funds, SSGA

Michael Vu, Senior Managing Director, Artemis Real Estate Partners

Moderator: Susan Soh, Chief of Capital Formation and Investor Relations, GrowthCurve Capital


Kirk Sims, Emerging Manager Program Director, Teachers' Retirement System of Texas


Sara Huang, Managing Director, Ardian

Jean Hsu, Managing Investment Director for Opportunistic Strategies, CalPERS

Anisa Javeri, Senior Managing Director, Evercore

Anita Ng, Managing Director of Private Investments, Cambridge Associates

Moderator: David Lam, General Partner, Atlantic Bridge Capital


Alan Mattamana, Partner, Fairview Capital Partners


Christopher Steed, Chief Investment Officer, Paladin Capital Group

Thomas Park, President, Mirae Asset

Susan Yun Lee, Independent Board Director, Crescent Capital & Investment Committee, Library Foundation

Moderator: Valerie Wong Fountain, Managing Director, Morgan Stanley Private Wealth Management


Joseph Kusnan, General Partner, DMP Private Management

Ajay Shroff, Chief Investment Officer, Ridgeleigh Capital

 

3:00pm – 3:40 pm

Breakout Sessions II

Endowments & Foundations
Sponsored by
The D. E. Shaw Group

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

Leena Bhutta, Chief Investment Officer, Doris Duke Charitable Foundation

Silpa Pericherla, Managing Director, Global Equities, Packard Foundation

Al Kim, Director of Investments, Helmsley Charitable Trust

Moderator: Johnny Wu, CEO, Quartzy Capital Advisors


Joyce Zhang, Senior Investment Officer, The Wallace Foundation

Jennifer Wolf, Managing Partner, Initialized Capital


Sarah Hammer, Professor and Managing Director, The Wharton School, University of Pennsylvania

Marcos Veremis, Partner, Accolade Partners

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: Sandra Schubert, Managing Director, Goldman Sachs Private Wealth

Fei Wang, Senior Vice President, Morgan Stanley

John Lee, Partner, RSM

Daniel Kesten, Partner, Pryor Cashman LLP

Moderator: Bill Park, Head of Equity Risk, Exodus Point Capital

Joe Wong, CEO and CIO, Linden Advisors

Brian Lee, Chief Risk Officer, Indus Capital Partners

Nicolas Dang, Manager, Absolute Return, CN Investment Decision

 

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


Jack Yang, Co-founder & President, Sycamore Tree Capital Partners


Raymond Chan, Partner, Atalaya Capital Management

Soo Kim, Managing Partner & Chief Investment Officer, Standard General

Moderator: Tracy Harris, Partner, IR & Product Strategy; Co-Chair, ESG, Siris Capital

Aaron Yoon, Assistant Professor of Accounting & Information Management, Kellogg School at Northwestern University

Hernando Cortina, Head of Index Strategies, ISS ESG

Albert Lee, Director of Investments, University of California, Office of the Chief Investment Officer

Sophia Tsai, Managing Director, Trinity Wall Street

Moderator: Dickson Suit, Partner, Ironwood Capital


Steve R. Arentsen
, Senior Vice President, Wells Fargo


Paul Hayama
, Partner, Avante Capital Partners

Gordon Liao, Founder & Managing Partner, Promise Holdings, LLC.

Jane Ma, Managing Director, Moelis & Company

 

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


Cynthia Tseng, Partner, Fairview Capital Partners


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

Brian O' Neil
, Chief Investment Officer, Robert Wood Johnson Foundation


Bin Shi, Senior Vice President, Portfolio Manager of Research, Acadian Asset Management

Moderator: Rodney June, Chief Investment Officer, Los Angeles City Employees' Retirement System (LACERS)

Alex Cha, Head of Portfolio Management, 400 Capital Management

Neha Markle, Head of AIP Private Market Solutions, Morgan Stanley

Sumit Rajpal, Founder & CEO, GrowthCurve Capital

 

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

Amy Chen

Chief Investment Officer, Smithsonian Institution

David Chiang

David Chiang

Chief Investment Officer, Pritzker Family Foundation

John Kim

John Kim

Founder and Managing Partner at Brewer Lane Ventures

June Kim

June Kim

Director of Global Equity, CalSTRS

Thomas Lee

Thomas Lee

Chief Investment Officer, New York State Teachers' Retirement System (NYSTRS)

Prof. Josh Lerner

Prof. Josh Lerner

Co-founder, Bella Private Markets & Professor of Investment Banking, Harvard Business School

Sona Menon

Sona Menon

Partner and Head of North American Pension Practice, Cambridge Associates

Brian O' Neil

Brian O' Neil

Chief Investment Officer, Robert Wood Johnson Foundation

Anita Ng

Anita Ng

Managing Director of Private Investments, Cambridge Associates

Marcos Rodriguez

Marcos Rodriguez

Chief Executive Officer, Palladium Equity Partners

Kirk Sims

Kirk Sims

Emerging Manager Program Director, Teachers' Retirement System of Texas

Roger Sit

Roger Sit

Chief Executive Officer, Sit Investment Associates

Sophia Tsai

Sophia Tsai

Managing Director, Trinity Wall Street

Steve Yoon

Steve Yoon

Investment Officer, Illinois Police Officers' Pension Investment Fund

Suzanne Yoon

Suzanne Yoon

Founder & Managing Partner, Kinzie Capital Partners

Steve R. Arentsen

Steve R. Arentsen

Senior Vice President, Wells Fargo

Sam Austin

Sam Austin

Partner, NEPC

Leena Bhutta

Leena Bhutta

Chief Investment Officer, Doris Duke Charitable Foundation

Allison Boxer

Allison Boxer

SVP Economist, PIMCO

Alex Cha

Alex Cha

Head of Portfolio Management, 400 Capital Management

Judy Chambers

Judy Chambers

Managing Principal & Private Markets Consultant, Meketa Investments

Raymond Chan

Raymond Chan

Partner, Atalaya Capital Management

Scott Chan

Scott Chan

Deputy Chief Investment Officer, CalSTRS

Shuo Chen

Shuo Chen

General Partner at IOVC & Faculty at UC Berkeley

Erika Cheung

Erika Cheung

Co-Founder, Ethics in Entrepreneurship

Brenda Chia

Brenda Chia

Chief of Capital Development, Paladin Capital Group

Daniel Cho

Daniel Cho

Kirkland & Ellis

Hernando Cortina

Hernando Cortina

Head of Index Strategies, ISS ESG

Nicolas Dang

Nicolas Dang

Manager, Absolute Return, CN Investment Decision

Susan Doyle

Susan Doyle

Managing Director & Global Head of Private Market Funds, SSGA

Jay Eum

Jay Eum

Co-founder, Managing Partner, GFT Ventures

David Fann

David Fann

Senior Managing Director & Vice Chair, Apogem Capital

Tracy Fong

Tracy Fong

Managing Director, Albourne

Valerie Wong Fountain

Valerie Wong Fountain

Managing Director, Morgan Stanley Private Wealth Management

Cesar Gonzales

Cesar Gonzales

Director, Xponance

Renae Griffin

Renae Griffin

Managing Director, GCM Grosvenor

Sarah Hammer

Sarah Hammer

The Wharton School, University of Pennsylvania

Tracy Harris

Tracy Harris

Partner, IR & Product Strategy; Co-Chair, ESG, Siris Capital

Paul Hayama

Paul Hayama

Partner, Avante Capital Partners

Anyori Hernandez

Anyori Hernandez

Director of Emerging Managers, New York State Common Retirement Fund

Ella Hoxha

Ella Hoxha

Senior Portfolio Manager - Pictet Asset Management

Jean Hsu

Jean Hsu

Managing Investment Director for Opportunistic Strategies, CalPERS

Sara Huang

Sara Huang

Managing Director, Ardian

Anisa Javeri

Anisa Javeri

Senior Managing Director, Evercore

Rodney June

Rodney June

Chief Investment Officer, Los Angeles City Employees' Retirement System (LACERS)

Clayton Jue

Clayton Jue

President & CEO, Leading Edge Investment Advisors

Andy Kandiew

Andy Kandiew

Senior Managing Director, K2 Advisors

Daniel Kesten

Daniel Kesten

Partner, Pryor Cashman LLP

Al Kim

Al Kim

Director of Investments, Helmsley Charitable Trust

Binna Kim

Binna Kim

Co-founder, Vested

Soo Kim

Soo Kim

Managing Partner & CIO, Standard General

Chris Kojima

Chris Kojima

Global Head of Client Solutions & Capital Markets, Goldman Sachs Asset Management

David Lam

David Lam

General Partner, Atlantic Bridge Capital

Brad Lander

Brad Lander

New York City Comptroller

Albert Lee

Albert Lee

Director of Investments, University of California, Office of the Chief Investment Officer

Brian Lee

Brian Lee

Chief Risk Officer, Indus Capital Partners

John Lee

John Lee

Partner, RSM

Susan Yun Lee

Susan Yun Lee

Independent Board Director, Crescent Capital & Investment Committee, Library Foundation

Ginger Lew

Ginger Lew

Co-Founder, AAAIM, CEO, Three Oaks Investments, LLC

Gordon Liao

Gordon Liao

Founder & Managing Partner, Promise Holdings, LLC.

Meisan Lim

Meisan Lim

Managing Director, Hedge Fund Research, Cambridge Associates

Deepa Madhani

Deepa Madhani

Head of Investor Relations, One Rock Capital

Neha Markle

Neha Markle

Head of AIP Private Market Solutions, Morgan Stanley

Lauren Mathias

Lauren Mathias

Senior VP & DEB Champion, Callan LLC

Alan Mattamana

Alan Mattamana

Partner, Fairview Capital Partners

Sylvester McClearn

Sylvester McClearn

Senior Investment Officer, NY State Common Retirement Fund

Prashant Mehrotra

Prashant Mehrotra

Partner & Managing Director, Clearlake Capital Group

Vijay Mehta

Vijay Mehta

Co-Founder & Managing Partner, Arkview Capital

Erica Miles

Erica Miles

Senior Vice President, Wells Fargo

Cyril Moullex-Berteaux

Cyril Moullex-Berteaux

Head of Global Multi-Asset Team, Morgan Stanley Investment Management

Mark Okada

Mark Okada

Co-founder & CEO, Sycamore Tree Capital Partners

Christopher Pak

Christopher Pak

Director of Economically Targeted Investments, Office of New York City Comptroller Brad Lander, Bureau of Asset Management

Bill Park

Bill Park

Head of Equity Risk, ExodusPoint Capital Management

Jim Park

Jim Park

CEO of AAAIM

Steve Pei

Steve Pei

Chief Investment Officer, Gratia Capital

Silpa Pericherla

Silpa Pericherla

Managing Director, Global Equities, Packard Foundation

Heidi Poon

Heidi Poon

Managing Director of Investment Research, Aksia

Sumit Rajpal

Sumit Rajpal

Founder & CEO, GrowthCurve Capital

Mo Saraiya

Mo Saraiya

Executive Director, Real Estate Investments, GCM Grosvenor

Sandra Schubert

Sandra Schubert

Managing Director, Goldman Sachs Private Wealth

Sanjiv Shah

Sanjiv Shah

Managing Director, Harbourvest Partners

David Sheng

David Sheng

Managing Director, Portfolio Advisory, Aksia

Bin Shi

Bin Shi

Senior Vice President, Portfolio Manager of Research, Acadian Asset Management

Wen Shiau

Wen Shiau

Managing Partner, Cypress Capital

Susan Soh

Susan Soh

Chief of Capital Formation and Investor Relations, GrowthCurve Capital

Christopher Steed

Christopher Steed

Chief Investment Officer, Paladin Capital Group

Dickson Suit

Dickson Suit

Partner, Ironwood Capital

Tina Suo

Tina Suo

Head of Alternative Credit, New York City Pension (Moderator)

James Tieng

James Tieng

Managing Partner & Co-founder, Lumos Capital

Maeley Tom

Maeley Tom

AAAIM Co-Founder, Board Chair Emeritus

Cynthia Tseng

Cynthia Tseng

Partner, Fairview Capital Partners

Marcos Veremis

Marcos Veremis

Partner, Accolade Partners

Jennifer Wolf

Jennifer Wolf

Managing Partner, Initialized Capital

Mark Uyeda

Mark Uyeda

Security Exchange Commissioner

Michael Vu

Michael Vu

Senior Managing Director, Artemis Real Estate Partners

Fei Wang

Fei Wang

Senior VP, Private Wealth Advisor, Morgan Stanley Private Wealth Management

Zi Wang

Zi Wang

Director of Institutional Advisory Practice, The Colony Group

Joe Wong

Joe Wong

CEO and CIO, Linden Advisors

Johnny Wu

Johnny Wu

CEO, Quartzy Capital Advisors

Jack Yang

Jack Yang

Co-founder & President, Sycamore Tree Capital Partners

Letitia Yang

Letitia Yang

Senior Vice President of Investor Relations, The D. E. Shaw Group

Tsering Yangki

Tsering Yangki

Head of Real Estate Finance & Development, Dream Unlimited Corp

Aaron Yoon

Aaron Yoon

Assistant Professor of Accounting & Information Management, Kellogg School at Northwestern University

Maryling Yu

Maryling Yu

Chief Marketing Officer, Backstop Solutions Group

Joyce Zhang

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.