Nedah Kalantari is an Executive Coach certified by Columbia University’s 3CP Executive Coaching Program and graduate of Boston University with a BA in Psychology and PR. Her clients include organizations, departments and executives across industries, nationalities and age sectors. She resides in New York City and meets with clients both one-on-one or in group workshops via online video calls or in person.

Emily (Xiaoyue) He is an Investment Associate at Mother Cabrini Health Foundation, a $3.8 billion private foundation based in NYC focused on providing grants to improve the health and well-being of underprivileged communities in the State of New York. Emily works closely with the Investment Office to manage the investment activities of the Foundation’ endowment, including sourcing, due diligencing and evaluating investment managers across strategies and geographies, developing asset allocation strategies, and conducting thematic market research. Previously, Emily was with The Rockefeller Foundation as part of the investment team responsible for managing a $4.5 billion endowment portfolio. Prior to joining Rockefeller, Emily was a Portfolio Management Associate focused on hedge fund selection and allocation at PAAMCO Prisma. She started her career in equity sales trading at China International Capital Corporation in Hong Kong.

Emily holds an M.B.A in Finance and Strategic Management from The Wharton School of the University of Pennsylvania, an M.Phil in Economics from The Chinese University of Hong Kong, and a B.S. from Shanghai Jiao Tong University. She is a CFA Charterholder.

Tiffany Yuan is currently a Senior Associate with Palladium Equity Partners, a middle market private equity firm with nearly $3 billion in assets under management. She also serves on the Board of Directors of Palladium portfolio companies Del Real, a manufacturer of value-added branded and private label heat-and-serve Mexican cuisine products including value-added meats, prepared specialty items, fresh salsas and side dishes, and Accupac, a provider of outsourced manufacturing and packaging solutions serving the personal care and beauty end markets. Previously, Tiffany was an Investment Banking Analyst at Guggenheim Securities where she worked on numerous buyside and sellside M&A transactions in the Technology, Media and Telecom group. She graduated from Cornell University with a Bachelor of Arts with distinction in Economics.

Chakradhar Singh, CFA is an executive director in Equity Derivatives at CIBC(Canadian Imperial Bank of Commerce). At CIBC, Chakradhar covers institutional clients, mainly Insurance companies, Asset managers. In the current role, Chakradhar provides clients with solution on capital optimization trades, structured financing opportunities etc. Before joining CIBC, Chakradhar used to work for Apollo Global Management in London as a Risk Manager. At Apollo, Chakradhar used to oversee the market risk on the European banks and insurance companies acquired by Apollo. Prior to joining Apollo, Chakradhar has worked in various large insurance companies e.g Aviva, Athene and FnG heading the hedging efforts for the liabilities. Chakradhar has an undergrad degree from Indian Institute of Technology, India, and MBA from Booth School of Business.

Linda Luu is a Vice President and member of the deal team of Blackstone’s seeding business, the Strategic Alliance Funds within the Hedge Fund Solutions Group. Prior to joining Blackstone in 2018, Ms. Luu was involved in manager evaluation, selection and monitoring across investment strategies at PAAMCO. She began her career in the investment banking department of Credit Suisse. Ms. Luu received a BA in Economics from Columbia University, where she graduated cum laude, and an MBA from The Wharton School of the University of Pennsylvania.

Angie Chatterjee is a Director on the Pension, Endowment, Foundation and Asset Manager Solutions team at Bank of America and is focused on delivering systematic solutions to clients. Angie joined Bank of America from UBS where she was responsible for multi-asset systematic strategy distribution to the US Asset Manager channel. Previously, Angie spent 7 years at Barclays on the cross-asset solutions team covering Asset Managers, Pensions, Endowments and Foundations across a wide range of derivative strategies. Angie focused primarily on growing the QIS platform and led sales for Commodity Index solutions. Angie spent the first half of her career in Credit Derivatives in both trading and sales capacities. Angie served as a Portfolio Manager at Black River Asset Manager where she was responsible for a relative value strategy in the Global Credit Fund. Angie began her career trading credit default swaps at Bear Stearns and marketing synthetic CDOs at Wachovia.

Angie holds a BS, magna cum laude, in Economics from Duke University and an MBA from Columbia Business School.

Chloe Choi is a Vice President at Moelis & Company in the Private Funds Advisory group. Previously, Ms. Choi worked at BlackRock where she focused on Corporate Finance Strategy and at PwC in the Transaction Services group.

Ms. Choi holds a B.S. in Finance and Information Systems from the Stern School of Business at New York University. She is also a Chartered Alternative Investment Analyst (CAIA) charterholder.

Brian Park is a Vice President at Bank of America Securities’ equities trading business. Prior to joining Bank of America Securities in 2017, Mr. Park was a trader for equity derivatives and quantitative trading at UBS Securities. Mr. Park received a BS in Electrical Engineering and Computer Science from Korea Advanced Institute of Science and Technology and an MS from Massachusetts Institute of Technology. Mr. Park is an FRM charter holder and a member of the New York FRM Chapter. He is an avid participant of CrossFit Open.

CEO and Head Coach of Inflection Point Partners, Matt Spielman, draws upon decades of senior-executive operating experience at both public and Venture Capital-backed organizations. He now partners with high-performing executives and their teams to realize business and personal success. Matt’s mission is to ignite careers and energize lives.

Matt is an ICF Professional Certified Coach and he graduated from the Executive Coaching program at Columbia University. Matt was named one of the leading coaches by Institutional Investor and appears regularly Good Morning America to discuss his ACHIEVETM goal setting model.

Matt is a former nationally recognized collegiate baseball player. To incorporate fitness, health and well-being into the coaching practice, Matt trained at Duke Integrative Medicine and is a National Board Certified Health & Wellness Coach. Matt graduated from Harvard Business School and received his B.A. in Economics from Columbia University.

Matt lives with his wife and two sons in Westchester, NY.

Sandy Li (www.sandyliexec.com) began her career as an investment banker for Morgan Stanley in London, Hong Kong, and Houston across Financial Institutions Capital Markets, General Industrials Corporate Finance, and Energy Mergers and Acquisitions. After nearly a decade in executive search, she launched her own executive coaching and recruiting practice in 2014. She recruits and coaches Board and C-Suite level talent across investment management, financial services, global corporations, consulting, venture capital and social impact investing. Over her career she has personally coached over 40,000 executives globally. Sandy Li graduated summa cum laude from the Wharton School at the University of Pennsylvania. She has coached faculty at Columbia Business School and Stanford University and has been a guest presenter for Harvard, Stanford, Wharton, Brown, Columbia, Dartmouth, MIT, Northwestern, NYU, UCLA, and USC alumni and students.

Dave is CEO of Liucrative Endeavors. He was co-head of the Digital Media and Internet investment banking group at Jefferies and an entrepreneur who has started multiple companies. He has raised over $15 billion for hundreds of companies, and investor in multiple billion dollar companies. His current portfolio includes companies in technology and entertainment. He supports philanthropic causes for disadvantaged groups and serves as board member or advisor at the University of Pennsylvania, Tau Beta Pi, and Smile Train. He has an MBA from Harvard and dual degrees from The Wharton School and School of Engineering and Applied Science at the University of Pennsylvania. He’s a creator who enjoys writing books and drawing cartoons. He can be reached at www.liucrative.com.

Mr. PJ Kim is Founder and Managing Partner at Lincoln Square Partners, focusing on leadership development, talent assessment, organizational due diligence, and performance coaching for PE/VC, hedge funds & C-suite. Counsels and coaches leaders of global business units, portfolio managers, CEOs of portfolio companies across industries, and heads of schools, performing arts, and civic organizations. Formerly Green Peak Partners, Parthenon-EY, McKinsey and numerous social enterprises. Harvard Business School (MBA), Harvard Kennedy School of Government (MPA) and Princeton (AB). Former Princeton trustee, founding board member of the Korean American League for Civic Action, and Council of Urban Professionals board. Married out of his league to superstar wife.

Elton Cho is currently a Principal with Ares Management, specifically in its Credit Group, where he focuses on investments in U.S. corporate credit. Prior to joining Ares in 2016, Elton was a Research Associate in the High Yield Group at Fidelity Management & Research Company, where he focused on investments in the Consumer, Retail, and Apparel sectors. Elton holds a B.A., Phi Beta Kappa, from Amherst College in Economics, Environmental Studies and Mathematics, and was an Addison Brown Scholar. Elton got involved in AAAIM in 2019 as a part of the Southern California chapter and now serves on the leadership committee of Ares’ AAPI ERG, “Elevating Asian Voices.” His roots to the community stem from his upbringing in Koreatown, Los Angeles, where he still spends most of his free time. Otherwise, he is an avid enthusiast of bouldering, top-rope climbing, and tennis.

William Guo is a Senior Vice President in the Opportunistic Credit team at Marathon Asset Management. In this role, he is responsible for public and private investment opportunities across the capital structure. Prior to joining Marathon, Mr. Guo was a Vice President at Medley Management, where he invested across industries through the firm’s direct lending, corporate credit, and tactical opportunity platforms. Mr. Guo was previously an advisory associate at PricewaterhouseCoopers and holds a CPA. Mr. Guo holds an MBA from University of Pennsylvania’s The Wharton School and a BBA with high distinction from Emory University’s Goizueta Business School.

April Lee is a Principal at Onex in the Client & Product Solutions group. She focuses on Onex’ fundraising and investor relations efforts across the Onex platforms, with responsibility for the U.S. West Coast and Asia Pacific regions.

Prior to joining Onex, April was the Director of Fundraising & Investor Relations at PennantPark Investment Advisers. Prior to joining PennantPark, she was a Product Specialist covering Global Credit in the Marketing & Investor Relations group at Och-Ziff Capital Management. Prior to, she worked at Bank of America Merrill Lynch in the Leveraged Finance Group.

April holds a B.S. in Business Administration and a B.A. in Economics with Highest Distinction from The University of North Carolina at Chapel Hill, where she was elected to Phi Beta Kappa.

Hahn is a Principal at Sweetwater Private Equity where he focuses on investments in high performing technology, consumer, and healthcare businesses. Prior to joining Sweetwater in 2019, Hahn held investment roles at BrightSphere Investment Group and Palladin Consumer Retail Partners. He started his career as an investment banking analyst at Macquarie.

Hahn graduated from NYU Stern with a BS in Finance and is a CFA Charterholder. He is a Boston native and currently lives in San Diego.

David has over 9 years of middle-market debt and equity experience. Prior to Avante, David worked as a VP in Partners Group’s NYC office, where he was responsible for originating, underwriting, structuring, and managing middle market credit investments across a diverse range of industries. Prior to Partners Group, he held roles in Nomura and KPMG.

David graduated from Indiana University’s Kelley School of Business with a B.S. in Finance and Accounting, and subsequently also earned an MBA at the Kelley School of Business. David lives in New York City and enjoys traveling, scuba diving, and learning new languages.

Justin is an incoming Director in KKR’s Client and Partner Group (effective October 2022). He will lead product strategy and development for U.S. Private Wealth Partners business, which focuses on distributing KKR’s funds to advisors and clients of private wealth platforms and registered investment advisors. Prior to joining KKR, Justin was a Senior Vice President at Brookfield Asset Management’s strategy and product development team for five years. Previously, Justin worked at J.P. Morgan Asset Management for eight years across strategy, business development and product strategy roles focused on alternative strategies. Justin holds a B.S. in Finance, Management and a minor in Mathematics from New York University Stern School of Business and is a CFA Charterholder. Justin is an Advisory Board member at Rutgers University Innovation Education center, a Board member of Defined Contribution Real Estate Council and is a mentor at Big Brothers Big Sisters of America and College and Career Success Program.

Anna Song joined Blue Owl in 2022 and is a credit analyst on Owl Rock’s Liquid Credit team, focusing on investments in the financials industry. Before joining Blue Owl, Anna was a credit analyst at Sound Point Capital, a credit asset management firm based in New York. Anna began her career at Och-Ziff Capital Management in the Institutional Credit Strategies platform in both New York and London, where she focused on performing leveraged credits and CLO structuring. Anna received a BA, magna cum laude, in International Relations, from the University of Pennsylvania.

Matthew James Wang is currently a private wealth manager for Merrill Private Wealth Management in New York City. He joined the firm in 2015, previously working with hedge fund and market-maker clients in the prime brokerage line of business. He is especially passionate about using his platform to bring more attention towards the underserved AA/NHPI client segment.

Prior to working in finance, Matt served as an active-duty military intelligence officer. His career includes past assignments with the Defense Language Institute, 10th Mountain Division, U.S. Army North, and a deployment overseas in support of Operation Enduring Freedom in Afghanistan.

Born and raised on Guam, Matt now resides with his wife and twins in Westchester County, NY. He holds a B.S. from the U.S. Military Academy at West Point and an M.B.A. from Columbia Business School.

Originally from Irvine, California, Frank Zhang is a Co-Founder of ZBS Partners, Alliance Animal Health, Crete Mechanical Group, and Legacy Service Partners. Prior to ZBS, Frank was an associate at Apollo where he diligenced and oversaw investments in gaming & leisure, metals & mining, security, and publishing. Prior to Apollo, Frank worked at Blackstone with companies in the oil & gas, utilities, and chemicals industries.
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Frank received an MBA from Harvard Business School as well as a B.S. in Electrical Engineering and a B. S. in Economics (Finance) from the Wharton School at the University of Pennsylvania, where he graduated summa cum laude.

Corbin Wong is an Industrial/Organizational Psychologist by training who has over 14 years of experience within the field of talent and development. He is currently the Director of Organizational and Leadership Development at Fordham University. During his career he has been fortunate to craft his skills at renowned companies such as eBay, Citigroup, Oliver Wyman, and Deutsche Bank. Prior to joining Fordham, Corbin was a VP at Morgan Stanley who focused on the talent and development initiatives for Morgan Stanley Wealth Management.

Corbin also serves as an Adjunct Faculty member at New York University (NYU) and has been teaching at NYU for the past 10 years. He has also been teaching at Southern New Hampshire University for the past 6 years. He often teaches classes such as Quantitative Models for Decision-Makers, Leadership Theory, Organizational Consulting, Human Resource Analytics, and Research Methods at the undergraduate and graduate levels.

Corbin’s research has been published in the Journal of Cross-Cultural Psychology, International Journal of Cross Cultural Management, Personality and Individual Differences, and Social Justice Research.

In addition, Corbin is very passionate about giving back and is a Board Member and volunteer with Kings County Tennis League (KCTL), a community nonprofit organization that combines tennis and education to spark the potential of children living in and around Brooklyn public housing. Because of his work with KCTL, Corbin currently serves as an Advisory Staff Member for the Wilson Sporting Goods Company.

Corbin is certified on the Hogan Assessments, DISC Assessment, and Belbin Team Roles Assessment. He received his doctorate from Hofstra University and Bachelors from The Pennsylvania State University.

Karen Hsu is a Vice President at Diversis Capital, where she is responsible for transaction evaluation and execution, and working with portfolio companies to identify and implement operational improvements. Prior to joining Diversis Capital, Karen worked in a variety of corporate finance roles at NBCUniversal and Kamylon Capital.

Sandy Zhu is a Senior Vice President at Marathon Asset Management, where she is responsible for investing in public and private credit opportunities across the capital structure. Prior to joining Marathon, she has worked at CPPIB across private equity and credit investing.

Chris Zhao is a Vice President on the Amateras AEA team where he focuses on all facets of deal sourcing and investment execution.

Prior to Amateras AEA, Chris was a Vice President at Pendrell Corporation, where he focused on equity and credit investments. Prior to Pendrell, he was an investment banking associate in the technology, media and telecommunications group at Bank of America Merrill Lynch. He started his career as an early employee at AlphaSights.

Chris is a graduate of Dartmouth College where he earned a B.A. in economics and an M.B.A. from the Tuck School of Business at Dartmouth.

Stanley is a Principal on the Investor Relations team at Leonard Green & Partners, which he joined in 2019. Prior to LGP, Stanley was with the Retail and Consumer Goods team at Oliver Wyman in its New York office. Previously, Stanley worked at Lazard, where he supported private equity and real estate firms in capital advisory and fundraising, and at Orion Consultants, a fixed income consulting firm, both in New York. Stanley earned a Bachelor of Arts degree in Economics and International Studies from Yale University, where he graduated Phi Beta Kappa and magna cum laude, and an M.B.A. from the Wharton School at the University of Pennsylvania.

Sean is a Vice President at Oaktree Capital Management, a global alternative investment manager, and focuses on life sciences investments. Prior to joining Oaktree, Sean was on the investment teams at Ares Management and Athyrium Capital Management. Sean started his career in healthcare investment banking at Guggenheim Partners. Sean graduated with a B.S. in Biological Sciences and Applied Economics and Management from Cornell University.

Scarlett is the Vice President of Acquisitions at Clear Capital, where she leads the investment process for real estate assets throughout the Western US markets. In addition to acquisitions, Scarlett is also responsible for the firm’s portfolio management and capital-raising activities. Scarlett started her real career in investment sales and is passionate about creating and preserving high-quality workforce housing that generates a double bottom line.

Robin Li is a Vice President on Notable Capital’s Investor Relations team based in New York. She was previously on the firm’s Investment team, focusing on opportunities in consumer, fintech, and the digital economy for the past decade. Some of the investments she supported include Chief, Ibotta, K Health, Novo, Quince, StockX, Lively, and more. She is an active champion of DEI initiatives at the firm, from women entrepreneurs and investors to AAPI founders and leaders. In 2023 and 2024, Robin (along with Hans Tung and the U.S. fintech team) launched the Fintech Innovation 50, a list and community that highlights the rising stars in fintech innovation. She previously created Evolving|E, a highly engaged community of top entrepreneurs and executives from the e-commerce, retail, and consumer goods sectors. Prior to joining the firm, Robin worked at Flextronics’ Venture Arm covering hardware and technology investments. Before venture capital, she spent three years at Teach for America as a special education teacher and administrator. Robin holds a B.A. in Economics and Art History from Rutgers, M.S. in Special Education from Hunter College, and an MBA from the University of Chicago Booth School of Business.

Patricia is a Transaction Officer on the Impact Investing team at Nuveen Real Estate. She is responsible for the acquisition and disposition of affordable housing across the U.S., including direct and joint venture investments. Prior to her current role, Patricia was part of the Product and Development team at Nuveen Real Estate, where she was responsible for the strategy, development and execution of real estate debt and equity mandates across the firm. Patricia graduated with a B.S. in Financial Mathematics from the University of Michigan.

She is a co-founder of the Leung Family and Friends First Tee Scholarship and is a member of Urban Land Institute (ULI), Women in Housing and Finance (WHF), and was a 2022 REBNY Fellow.

Tim is a Principal at GI Partners, specializing in private equity across the US and Europe. With a decade of experience in private equity and finance, Tim began his career as a lawyer, and an entrepreneur during college. Prior to GI Partners, he was an Investment Manager at Macquarie Asset Management, an investment banking analyst at Credit Suisse, and a law clerk at an Australian Supreme Court. He holds an MBA from Stanford Graduate School of Business as an Arjay Miller Scholar, and a dual degree of Bachelor of Commerce and Bachelor of Laws (with Honors) from University of Queensland, Australia.

Andrew Kim is a Managing Director at Blue Owl and member of the Direct Lending Investment Team. In his role, he focuses on underwriting and monitoring investments across a variety of industries. He currently serves as the Chair of BOBA, Blue Owl’s ERG centered around APIDA individuals.

Before joining Blue Owl, Andrew was a Senior Associate at The Carlyle Group. Prior to that, he was an Associate at Oaktree Capital Management. Andrew began his career as an Investment Banking Analyst at Goldman, Sachs & Co. and Jefferies & Company. Andrew received his BSc in Commerce and Economics from the University of Virginia.

Hailey Hu brings 13+ years of investing and advisory experience within growth equity and venture. Her investments to-date have raised over $1Bn in follow-on funding and resulted in 4 exits. Hailey has also held multiple board roles and has provided hands-on support to companies with their fundraising, strategy development, and metrics. In her prior investing roles at B Capital Group, a $6Bn AUM global growth-stage fund, and AiiM Partners, an early-growth climate tech fund, she drove thesis development, sourcing, due diligence, negotiations, and transaction execution for a range of early-growth investments across climate technology, industrials, and healthcare. She also played an active role in fund strategy development, portfolio allocation and monitoring, thought capital, and investment pipeline management.

Prior to her investing career, Hailey was a strategy consultant at Accenture, where she advised Fortune 500 C-suite and senior executives on growth strategy, corporate innovation, and partnerships with high-growth technology companies. Hailey has worked on transactions and with teams across North America, Southeast Asia, India, and Sub-Saharan Africa. She earned her MBA from INSEAD and has a B.S. in Economics and Finance from The Wharton School at the University of Pennsylvania.

Kevin is an investment professional with a decade of experience in private equity and investment banking. Currently, he leads investments at Meroka, a newly formed healthcare holdings company focused on physician practice management, healthcare-adjacent services, and healthcare IT. In this role, he spearheads the creation and rapid scaling of the investment function, driving all aspects of the investment lifecycle from sourcing to portfolio management.

Prior to Meroka, he was Vice President at Triton Pacific Capital Partners, leading the deal execution process for control investments in the healthcare and healthcare IT sectors. Hong previously held positions at Lateral Investment Management, Marlin Equity Partners, and FocalPoint Partners, participating in a diverse range of transactions across the technology and business services industries, among others.

Rob Choi is a Vice President at Platinum Equity based in Los Angeles, CA. Prior to Platinum Equity, Rob worked at Caprice Capital Partners, where he was focused on private equity and growth capital investments. Prior to Caprice Capital Partners, Rob worked at Breakwater Management where he was focused on private equity and structured capital investments. Prior to Breakwater Management, Rob worked at Imperial Capital focused on M&A, restructuring, and leveraged finance transactions. Prior to Imperial Capital, Rob worked at Ernst & Young. Rob studied at the University of California, San Diego, where he earned a bachelor’s degree in economics and a Minor in Accounting.

Gini is a Vice President at AllianceBernstein, where she is responsible for investments in the technology and industrial sector within the Emerging Markets platform. She also serves as Co-Chair of ABAsians, the firm’s Asian Employee Resource Group, and is a member of the leadership team for AB Synergy, the firm’s Women’s Employee Resource Group.

Prior to joining AllianceBernstein, Gini was a Senior Research Associate at Bernstein Research, covering the media and software sectors. She began her career at Bank of America Merrill Lynch, focusing on Asian equities in both New York and Hong Kong.

She holds a BA in Economics and Mathematics from Barnard College of Columbia University and an MBA from The Wharton School of the University of Pennsylvania. She is a CFA charterholder.

Angela Yoon is a Vice President at CFT Capital Partners. Previously, Angela was a Senior Associate in the Alternative Investments group at Cherng Family Trust (CFT), the family office of Andrew and Peggy Cherng, the founders and 100% owners of Panda Restaurant Group. Before that, Angela was an Analyst at Morgan Stanley Alternative Investment Partners (AIP) where she was involved in underwriting primary investments in private equity funds and direct co-investments.

Angela graduated with a BS in Economics from the Wharton School of the University of Pennsylvania with concentrations in Finance and Information Systems as well as a minor in East Asian Studies.

Henry is a Principal at Whistler Capital Partners and leads the firm’s Capital Formation function, focused on capital solutions and partnering. Before joining Whistler Capital Partners, Henry was a Director at CBC Group, Asia’s largest healthcare-dedicated private equity firm, where he was responsible for fundraising, investor relations and co-investments. Prior to that, he worked at Campbell Lutyens and Probitas Partners, where he focused on project management and fundraising for clients across infrastructure, private credit, private equity, and venture capital GP clients. Earlier in his career, he was an Associate at MHR Fund Management. Henry holds a B.A. in History from Dartmouth College.

Bonnie Yan is a Vice President at Blue Owl Capital, where she plays a key role in evaluating, underwriting, and monitoring direct lending investments across various industries. Based in New York, Bonnie brings over a decade of experience in financial services, with a strong foundation in private credit and leveraged finance.

Prior to joining Blue Owl, Bonnie was an Associate at Prospect Capital, a middle-market private credit fund, where she focused on underwriting and portfolio management. She began her career at Jefferies in the Leveraged Finance Group, gaining deep transactional experience across a range of industries. Bonnie earned a Bachelor of Science in Business Administration from Georgetown University.

Mr. Yan has more than 10 years of private equity and related experience. Prior to joining BlackRock, Mr. Yan worked at Thrivent Financial, where he focused on direct investments and primary commitments to LMM and MM buyout firms. Prior to Thrivent, he began his career in investment banking with Credit Suisse in New York City. Mr. Yan earned an MBA degree from the Chicago Booth School of Business, and dual degrees in Economics and Statistics from the University of Chicago.

Pearl Tobay, a Regional Director within Dimensional’s Global Client Group, works closely with US-based registered investment advisor clients. She helps firms address their most significant challenges, from developing investment solutions to thinking through strategic business initiatives. Prior to joining Dimensional, Pearl worked in financial services at PricewaterhouseCoopers within their risk advisory practice. She earned an MBA from University of Chicago Booth School of Business and a BA in Business Economics from University of California, Los Angeles. She is a CFA® charterholder and a licensed CPA in the state of California.

Mr. Singh joined Capital Group in 2025. A research analyst in the Capital Solutions Group, he is involved with investment recommendations in support of Capital Group’s multi-asset portfolio solutions effort which includes Target Date Solutions, Model Portfolios, and Custom Solutions. Prior to Capital Group, Mr. Singh served as a Senior Vice President at Meketa Investment Group. While at Meketa, Mr. Singh sourced, evaluated, and monitored private equity investment opportunities on behalf of institutional clients. Mr. Singh graduated from Rutgers University with a Bachelor of Science in finance and accounting with a minor in economics and graduated from Georgetown University with Master of Science in finance. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society New York. Mr. Singh also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®.

Mark Kim is a Director at Anchorage Capital Advisors, a credit-oriented investment firm based in New York. At Anchorage, Mark is responsible for corporate credit investing across the capital structure, as well as business development and investor relations for Korea.

Before joining Anchorage, he worked at TPG Sixth Street Partners and started his career in the investment banking division at Bank of America Merrill Lynch in New York.

Mark serves as President of Korea Finance Society and received the Finance Excellence Award from the Korean Ministry of Economy and Finance for his contributions to the organization.

Mark holds a Bachelor of Science in Applied Mathematics from Columbia University.

Lujun is a Director on the Secondaries & Primaries team at Ardian, where she is responsible for the origination, due diligence, and execution of secondary and primary fund investments across North America. Since joining Ardian in 2014, Lujun has held roles across multiple global offices—including Beijing, Singapore, New York, and now San Francisco—gaining a broad international perspective and deep industry experience.

Mr. George is a senior vice president in Oaktree’s Opportunities group in Los Angeles, where he originates, underwrites, and manages public & private investments. Mr. George began his career as a business analyst with McKinsey & Company where he worked primarily in the private equity and restructuring practices. He graduated cum laude from Yale College with a B.A. in ethics, politics, and economics, awarded with distinction, and studied at the London School of Economics. He is a CFA® charterholder and serves as Chair of CFA LA’s Advocacy and Ethics Advisory Commission where he founded the Financial Literacy Initiative. He is also a member of the Milken Institute’s Young Leaders Circle. Mr. George has served on a number of public and private boards, including currently the board of TI Automotive (formerly TSX: ABCT and LON: TIFS) and previously the board of Velocity Risk where he oversaw a regulated insurance carrier.

Lillian Lin is currently a portfolio manager at Wellington. Prior to joining Wellington, she worked as a portfolio manager for over a decade at pimco , and interned in fixed income portfolio analysis at Harvard Management Company and was a FICC (fixed income, commodities, and currencies) derivatives trader at UBS. She was named a Wall Street rising star in 2023 by Business Insider. She was awarded Role Model of the Year by ASCEND OC in 2023. She was named the Next Generation Leader of the Year in 2022 by Women in Asset Management, and was named a Rising Star at Markets Media’s 2020 Women in Finance Awards. She has 11 years of investment experience and holds an MBA from MIT Sloan School of Management and an undergraduate degree in mathematics from Peking University. She ranked top out of more than 100,000 students in Beijing 2007 College Entrance Examination Gao Kao Zhuang Yuan.

Deborah Way is the founder of dWayForward (www.dwayforward.com), an executive coaching and leadership consulting practice. She partners with senior executives and high-potential professionals across financial services and investment management to strengthen leadership impact and navigate critical career transitions. With over 27 years of experience spanning global financial markets and executive search, Deborah brings a rare, 360-degree perspective on how leaders are evaluated, developed, and positioned for advancement.

Deborah began her career at Goldman Sachs in fixed-income derivatives and went on to hold senior leadership roles at Lehman Brothers, Bear Stearns, and Barclays. During her 11-year tenure at Barclays, based in New York and Singapore, she built and led the firm’s first global cross-asset macro distribution team. She later transitioned into executive search as a Consultant at Spencer Stuart, advising on C-suite and board-level placements and co- authoring the thought leadership piece “Confronting the Model Minority Myth.”

Deborah holds a B.A. in Economics from Princeton University. She is an ICF Associate Certified Coach (ACC), certified in the Hogan Assessment Suite, and holds a Wharton Executive Education Certificate in applied neuroscience. She is a Founding Member of Chief, a private network of senior women executives.