THE POWER OF
REPRESENTATION
SOLD OUT!
OCTOBER 16-18TH, 2023
@Quorum by Convene – New York, NY
AAAIM 2023 ELEVATE is our main DEI-focused conference of the year that brings together top institutional investors, leading allocators, and investment professionals to connect, share ideas and build lasting relationships.Ā This yearās theme, āThe Power of Representation,ā speaks to the importance of ensuring full participation and broad access to DEI initiatives for the AAPI community in investment management.
With another tumultuous year for the industry, the importance of reconnecting with allocators and industry peers is more important than ever. AAAIMās National Conference is widely known for its family-like environment that provides LPs and GPs an environment for collaboration and partnerships.Ā This year, our conference will focus on how to proactively navigate constantly changing market conditions; how groundbreaking technology innovations, such as ChatGPT, are transforming the fundamentals of the economy; continued impact around geopolitical uncertainties; and other factors reshaping investment strategies.
Our flagship event will kick off with an opening reception on Monday, October 16th, and end on Wednesday, October 18th. Like previous conferences, AAAIM will create plenty of opportunities for networking and reconnecting with industry colleagues through round tables and lunch & learn sessions with top LPs.
We are excited to welcome our long-standing partners, industry leaders and new members to our flagship event!
WE ARE OFFICIALLY SOLD OUT!
ON SITE REGISTRATION IS NOT AVAILABLE.
Refund Policy
Refunds requests are accepted up to 30 days before the event in the original form of payment (minus a $50 processing fee). Refund requests up to 7 days before the event will be honored in the form of credit to next year’s event. To request a ticket transfer, please email info@aaaim.org with the subject “transfer.”
Quorum by Convene
AGENDA
*** Please check back for program updates as additional speakers are confirmed.
Ā
Venue: The Lotte New York Palace Hotel
Ā
4:00pm – 4:45pm
AAAIM Women’s Network Event: Transforming Limited Beliefs into Energizing Beliefs with Alexa Arnold, The Grand
You must register to attend this workshop.
The workshops are available to registered attendees of Elevate, and $25 for Regular Admission.
5:00pm – 5:45pm
Small Talk is a Big Deal (Professional Development Workshop) with Executive Coach Sandy Li
You must register to attend this workshop.
The workshops are available to registered attendees of Elevate, and $25 for Regular Admission.
6:00pm ā 8:00pm
Opening Reception
Sponsored by Clearlake Capital Group & Linden Advisors
Ā
Venue: Quorum by Convene
Ā
7:30am ā 8:30am
Registration, Check-in & Breakfast
8:30am ā 8:40am
Welcome Remarks āĀ Jim Park, CEO of AAAIM
8:40am ā 9:25am
General Session: Institutional Investor Outlook
Moderator: Prashant Mehrotra, Partner & Managing Director, Clearlake Capital Partners
Thomas Lee, Chief Investment Officer, NYSTRS
Steve Meier, Chief Investment Officer, NYC Office of the Comptroller Brad Lander
Anastasia Titarchuk, Chief Investment Officer, NY State Common Retirement Fund
9:25am ā 9:50am
Fireside Chat
Joe Bae, Co-Chief Executive Officer, KKR and Tony W. Lee, Co-Founder & Managing Partner, One Rock Capital
9:50am ā 10:20am
Break
Sponsored by Rice Hall James & Associates, LLC
10:20am ā 11:05am
General Session: State of AAPIs in Investment Management
Moderator: York Lo, Head of Alternative Product and LLCs, John Hancock Investment Management
Janessa Cox-Irvin, Global Head of Diversity, Equity & Inclusion and Corporate Citizenship, AllianceBernstein
Chris Kojima, Partner & Global Co-head of Client Solutions & Capital Markets, Goldman Sachs Asset Management
Sona Menon, Head of the North American Pension Practice & OCIO, Cambridge Associates
11:05am ā 11:50am
General Session: Trailblazers and Ceiling Crashers
It is well-known that AAPI women face the double bind of the glass and bamboo ceilings, as covered by research projects sponsored by AAAIM. We are heartened to see more trailblazing AAPI women win the top jobs as CIOs and leaders of their organizations. How did the esteemed panelists get there, and what lessons can they impart? What would it take to continue making gains?
Moderator: Brenda Chia, Chief of Capital Development, Paladin Capital Group
Cleo Chang, Chief Investment Solutions Officer, American Century
Amy Chen, Chief Investment Officer, Smithsonian Institution
May Ng, Chief Investment Officer, Robert Wood Johnson Foundation
12:00pm ā 1:30pm
Networking & Lunch
Sponsored by Sit Investment Associates
12:30pm ā 1:15pm
Allocator Meet & Greet: LP-GP Lunch & Learn
James Chen, LFPI
Richard Cheung, Truist Wealth
YB Choi, Cercano
Judy Godhino, GCM Grosvenor
Allen Huang, Michigan State University
Ellen Hung, SURS
Puneet Kohli, Ontario Teachersā Pension Plan
David Kushner, City of Austin Employees Retirement
Yilun Li, Neuberger Berman
KaChing Lok, GCM Grosvenor
Brian OāNeil, Former CIO of Robert Wood Johnson Foundation
Thomas Sze, Private Family Office
Yelin Wen, Robert Wood Johnson Foundation
Jon Wong, Industry Ventures
Joyce Zhang, The Wallace Foundation
1:30pm ā 2:20pm
Breakout Session I
Public Markets | Implementation of Private Credit Strategies and how Allocators are Approaching Portfolio Construction | Venture Capital: Generative AI | Strategic Partners Who Can Enhance Relationships with Allocators |
Moderator: David Sheng, Managing Director, Aksia | Moderator: Sylvia Owens, Partner, Business Development, Kennedy Lewis Investment Management
| Moderator: David Lam, General Partner, Atlantic Bridge Capital | Moderator: Satya Kumar, Senior Client Relationship Manager, Sycamore Tree Capital Partners Will Forde, Partner, Head of Marketable Equity, NEPC Tony Lee, Managing Director, Leading Edge Investment Advisors LLC |
2:40pm ā 3:30pm
Breakout Session II
Endowments & Foundations | Family Office | Fundraising | New Trends In Alternative Credit - Innovations and New Approaches to Private Credit |
Moderator: Letitia Yang, Senior Vice President, Investor Relations, D.E. Shaw & Co. | Moderator: Valerie Wong Fountain, Managing Director, Morgan Stanley Private Wealth Management Sherry Lin, Chief Investment Officer, Argentum Peak
| Moderator: Susan Soh, Chief of Capital Formation and Investor Relations, GrowthCurve Capital David Kushner, Chief Investment Officer, City of Austin Employees Retirement System Mike Silva, Investment Officer, CalPERS Steve Yoo, Partner, Kirkland & Ellis, LLP | Moderator: Kevin Wu, Investment Research Analyst, Cliffwater |
3:40pm – 4:05pm
General Session: Global Capital and Geopolitical Issues
Moderator: David Fann, Vice Chairman and Senior Managing Director, Apogem Capital
Jennifer Boscardin Ching, Client Portfolio Manager, Pictet Asset Management
Melissa Ma, Co-founder & Managing Partner, Asia Alternatives
Michael Nguyen, Director, Investments, Pennsylvania State University Endowment
Kwan Yoon, Chief Investment Officer, BRV Capital Management
4:05pm ā 4:35pm
Closing General Session: 2024 Outlook
Moderator: Sanjiv Shah, Managing Director, HarbourVest Partners
Scott Chan, Deputy Chief Investment Officer, CalSTRS
Jon Grabel, Chief Investment Officer, LACERA
Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, Morgan Stanley Investment Management; Founder and Chair, Girls Who Invest
4:35pm ā 4:45pm
Closing Remarks
4:45pm ā 6:00pm
CocktailĀ Reception
Sponsored by Pictet Asset Management
6:30pm ā 9:00pm
ELEVATE 2023 Dinner
Sponsored by Palladium Equity Partners (off-site and invite only)
Keynote Remarks: Marcos Rodriguez, Founder & CEO, Palladium Equity Partners
Ā
Venue: Quorum by Convene
Ā
8:00am ā 9:00am
Breakfast
Real Estate Roundtable (invite-only)
8:45am ā 9:15am
Remarks: Commissioner Christy Goldsmith Romero, Commodity Futures Trading Commission
9:00am ā 9:50am
General Session: Emerging Managers in Times of Market Volatility
This session will highlight allocators, fund-to-funds, and key decision makers regarding the state of emerging managers program and their broad support for diverse and women owned firms.
Moderator: Vijay Mehta, Founder, Arkview Capital
Renae Griffin, Managing Director, GCM Grosvenor
Rodney June, Chief Investment Officer, LACERS
Sylvester McClearn, Interim Director of Emerging Managers, NY State Common Retirement Fund
Kirk Sims, Senior Director, Head of the Emerging Manager Program, TRS of Texas
10:15am ā 11:00am
Breakout Session III
Maple Model Perspectives | General Discussion on the State of Private Equity | Hedge Funds | DEI, Public Policy & Market Outlook |
Moderator: Claire Van Wyk-Allan, Managing Director, Head of Canada, AIMA | Moderator: Justin Green, Partner and Co-Head, Flagship Fund, Palladium Equity Partners | Moderator: Bill Park, Head of Equity Risk, ExodusPoint Capital Management
| Moderator: Neela Pal, Vice President, Head of External Engagement Strategy, Diversity & Inclusion, Goldman Sachs |
11:05am ā 12:00pm
Allocator Meet & Greet: LP-GP Roundtables
Sameer Agarwal, Russell Investments
Paul Chai, Associate VP of Investments | Chief Investment Officer, KSU Foundation
Daniel Chang, J&J Advisors LLC
Nelda Chang, Principal, PE-Co-Investments, GCM Grosvenor
Thomas Cheung, Portfolio Manager, Millburn
Kenneth Huang, Executive Director, LGT Capital Partners
Justin Kim, Fort Washington Capital Partners Group
Chester Lee, Managing Director, Harvard Management Company
Kevin Li, Rhode Island General Treasurer James A. Diossa
Swexya Panta, Senior Investment Analyst, Carnegie Corporation of NY
Jay Rhim, DV Group
Thomas Sze, Private Family Office
Alex Wah, Gaia Capital
Christina Wu, Investment Officer, Fort Worth Employees’ Retirement Fund (FWERF)
12:00pm ā 1:15pm
Networking & Lunch
Sponsored by HarbourVest Partners
1:30pm ā 2:15pm
General Session: Achieving Career Success | Superpowers | Path to CIO
Moderator: Johnny Wu, CEO, Quartzy Capital Advisors
Lan Cai, Deputy CIO, PBUCC
Anthony Chiu, Deputy CIO, Kentucky Public Pensions Authority
Puneet Kohli, Senior Managing Director, Head of External Managers, OntarioTeachers’ Pension Plan
Gretchen Tai, VP, Investments, CSAA Insurance Group
SPEAKERS
Claire Van Wyk-Allan
Managing Director, Head of Canada, AIMA
Dave Azad
Co-Chief Investment Officer, MIO Partners
Joe Bae
Co-Chief Executive Officer, KKR
Mary Bates
Managing Principal, Private Markets Consultant, Meketa Investment Group
Felicia Bennett
Managing Director, Wilshire
Kalina Berova
Portfolio Manager, BCI
Elizabeth Burton
MD, Investment Strategist, GSAM, former CIO of State of Hawaii ERS
Lan Cai
Deputy CIO, PBUCC
Karen De Castro
Partner, Ares Management Corporation
Gary Chan
Executive Director, Morgan Stanley AIP
Scott Chan
Deputy Chief Investment Officer, CalSTRS
Cleo Chang
Chief Investment Solutions Officer, American Century
Tracy Cao
VP | Team Lead Manager Research, Multi-Manager Strategies, Xponance
Richard Chau
Chief Investment Officer, Tulane University
Amy Chen
Chief Investment Officer, Smithsonian Institution
Robert Chen
Managing Director, Private Wealth Advisory, The Chen Group at Morgan Stanley PWM
Brenda Chia
Chief of Capital Development, Paladin Capital Group
Rebecca Chia
Head of Business Development and Investor Relations, Atalaya Capital Management
Jennifer Boscardin Ching
Client Portfolio Manager, Pictet Asset Management
Anthony Chiu
Deputy CIO, Kentucky Public Pensions Authority
Janessa Cox-Irvin
Global Head of Diversity, Equity & Inclusion and Corporate Citizenship, AllianceBernstein
David Fann
Vice Chairman and Senior Managing Director, Apogem Capital
Solomon Ferro
Principal, CPPIB
Tracy Fong
Partner, Albourne Partners
Will Forde
Partner, Head of Marketable Equity, NEPC
Valerie Wong Fountain
Managing Director, Morgan Stanley Private Wealth Management
Jonathan Grabel
Chief Investment Officer, LACERA
Justin Green
Partner and Co-Head, Flagship Fund, Palladium Equity Partners
Renae Griffin
Managing Director, GCM Grosvenor
Dana Johns
Head of Private Equity, Division of Investment Dept. of the Treasury of State of New Jersey
Sandor Hau
Managing Director, Charlesbank Capital Partners
Austin Head-Jones
Director, Private Debt (Specialty Finance), StepStone Group
Seema Hingorani
Managing Director and Strategic Client and Talent Engagement Lead, Morgan Stanley Investment Management; Founder and Chair, Girls Who
Rodney June
Chief Investment Officer, LACERS
Geeta Kapadia
Chief Investment Officer, Fordham University
Tyler Kim
Global Head of Fund Services, Maples
Puneet Kohli
Senior Managing Director, Head of External Managers, Ontario Teachers' Pension Plan
Chris Kojima
Global Head of Client Solutions & Capital Markets, Goldman Sachs Asset Management
Samir Kumar
Co-Founder & General Partner, Touring Capital
Satya Kumar
Senior Client Relationship Manager, Sycamore Tree Capital Partners
David Kushner
Chief Investment Officer, City of Austin Employees Retirement System
Carmen Lam
Partner, ODD, Albourne Partners
David Lam
General Partner, Atlantic Bridge Capital
Karen Lau
Portfolio Manager, Marathon Asset Management
Andy Lee
Founder and CIO, Parallaxes Capital
Thomas Lee
Chief Investment Officer, New York State Teachers' Retirement System (NYSTRS)
Tony Lee
Managing Director, Leading Edge Investment Advisors LLC
Tony W. Lee
Co-Founder & Managing Partner, One Rock Capital
Gordon Liao
Founder & Managing Partner, Promise Holdings, LLC.
Sherry Lin
Chief Investment Officer, Argentum Peak
Diana Liu
Lead Funds & Real Estate Counsel, EQT Exeter
York Lo
Head of Alternative Product and LLCs, John Hancock Investment Management
Melissa Ma
Co-founder & Managing Partner, Asia Alternatives
Deepa Madhani
Head of Investor Relations, One Rock Capital
Sid Malhotra
Chief Investment Officer, Kactus Capital Management
Adhiraj Mallik
Portfolio Manager, Acadian Asset Management
Alan Mattamana
Partner, Fairview Capital Partners
Sylvester McClearn
Interim Director of Emerging Managers, NY State Common Retirement Fund
Prashant Mehrotra
Partner & Managing Director, Clearlake Capital Group
Vijay Mehta
Co-Founder & Managing Partner, Arkview Capital
Steve Meier
Chief Investment Officer, NYC Office of the Comptroller Brad Lander
Sona Menon
Head of the North American Pension Practice & OCIO, Cambridge Associates
Katie Moore
Managing Director, Hamilton Lane
Chad Myhre
Head of Public Markets, Heinz Family Office
May Ng
Chief Investment Officer, Robert Wood Johnson Foundation
Michael Nguyen
Director, Investments, Pennsylvania State University Endowment
Sylvia Owens
Partner, Business Development, Kennedy Lewis Investment Management
Neela Pal
Vice President, Head of External Engagement Strategy, Diversity & Inclusion, Goldman Sachs
Bill Park
Head of Equity Risk, ExodusPoint Capital Management
Jim Park
CEO of AAAIM
Stephanie Park
Vice President, Private Equity, Apogem Capital
Amar Patel
Partner & Portfolio Manager, Brown Advisory
Nicholas Pon
Investment Director, YMCA Retirement Fund
Sumit Rajpal
Founder and CEO, GrowthCurve Capital
Marcos Rodriguez
Founder & CEO, Palladium Equity Partners
Commissioner Goldsmith Romero
Commodity Futures Trading Commission
Rebecca Rosen
VP, Director, Diversity and Inclusion, Acadian Asset Management
Sanjiv Shah
Managing Director, Harbourvest Partners
David Sheng
Managing Director, Aksia
Mike Silva
Investment Officer, CalPERS
Kirk Sims
Senior Director, Head of the Emerging Manager Program, Teachers' Retirement System of Texas
Susan Soh
Chief of Capital Formation and Investor Relations, GrowthCurve Capital
Chris Steed
Chief Investment Officer & Managing Partner, Paladin Capital Group
Tina Suo
Head of Alternative Credit, Office of the NYC Comptroller
Gretchen Tai
VP, Investments, CSAA Insurance Group
Anastasia Titarchuk
Chief Investment Officer, NY State Common Retirement Fund
Sophia Tsai
Managing Director, Trinity Wall Street
Cynthia Tseng
Managing Director of Investments, Venture Capital & DEI, Glenmede
Ya Tung
Chief Investment Officer, Jefferies Family Office
David Ben-Ur
CIO, Blackstone Alternative Asset Management
Suzanne Wong
Partner & Chief Financial Officer, Palladium Equity Partners
Johnny Wu
CEO, Quartzy Capital Advisors
Letitia Yang
Senior Vice President, Investor Relations, D.E. Shaw & Co.
Steve Yoo
Partner, Kirkland & Ellis, LLP
Kwan Yoon
Chief Investment Officer, BRV Capital Management
Title Partners
Diamond
Platinum
Gold
Trustee
Market Research Partners
Inaugural Sponsor of the Endowment & Foundations Network
Inaugural Sponsor of theĀ AAAIM Family Office Initiative
Venture Capital Network Partners
National Charity Partner
ELI Cohort Sponsors
Employee Resource Group Network Sponsors
