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.  This year’s theme, “The Power of Representation,” 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. AAAIM’s National Conference is widely known for its family-like environment that provides LPs and GPs an environment for collaboration and partnerships.  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.”

AGENDA

*** Please check back for program updates as additional speakers are confirmed.

 

Venue: The Lotte New York Palace Hotel

 

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 – 8:00pm

Opening Reception

Sponsored by Clearlake Capital Group & Linden Advisors

 

 

Venue: Quorum by Convene

 

7:30am – 8:30am

Registration, Check-in & Breakfast

 

8:30am – 8:40am

Welcome Remarks – Jim Park, CEO of AAAIM

 

8:40am – 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 – 9:50am

Fireside Chat

Joe Bae, Co-Chief Executive Officer, KKR and Tony W. Lee, Co-Founder & Managing Partner, One Rock Capital

 

9:50am – 10:20am

Break

Sponsored by Rice Hall James & Associates, LLC

 

10:20am – 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 – 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 – 1:30pm

Networking & Lunch

Sponsored by Sit Investment Associates

 

12:30pm – 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 Teachers’ Pension Plan
David Kushner, City of Austin Employees Retirement
Yilun Li, Neuberger Berman
KaChing Lok, GCM Grosvenor
Brian O’Neil, 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 – 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

Elizabeth Burton
, MD, Investment Strategist, GSAM, former CIO of State of Hawaii ERS

Chad Myhre, Head of Public Markets, Heinz Family Office

Nicholas Pon, Investment Director, YMCA Retirement Fund

Sophia Tsai, MD, Trinity Wall Street

Moderator: Sylvia Owens, Partner, Business Development, Kennedy Lewis Investment Management


Mary Bates, Managing Principal, Private Markets Consultant, Meketa Investment Group

Rebecca Chia, Head of Business Development and Investor Relations, Atalaya Capital Management

Austin Head-Jones, Director, Private Debt (Specialty Finance), StepStone Group

Tina Suo, Head of Alternative Credit, Office of the NYC Comptroller

Moderator: David Lam, General Partner, Atlantic Bridge Capital

Tracy Fong, Partner, Albourne Partners

Samir Kumar, Co-Founder & General Partner, Touring Capital

Alan Mattamana, Partner, Fairview Capital Partners

Chris Steed, Chief Investment Officer & Managing Partner, Paladin Capital Group


Moderator: Satya Kumar, Senior Client Relationship Manager, Sycamore Tree Capital Partners

Felicia Bennett, Managing Director, Wilshire

Tracy Cao, VP | Team Lead Manager Research, Multi-Manager Strategies, Xponance

Will Forde, Partner, Head of Marketable Equity, NEPC

Tony Lee, Managing Director, Leading Edge Investment Advisors LLC

Amar Patel, Partner & Portfolio Manager, Brown Advisory

 

2:40pm – 3:30pm

Breakout Session II

Endowments & Foundations
Sponsored by D. E. Shaw &Co.

Family Office
Sponsored by Morgan Stanley Private Wealth Management

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.

Richard Chau, Chief Investment Officer, Tulane University

Geeta Kapadia, Chief Investment Officer, Fordham University

Michael Wee, Chief Investment Officer, California Endowment


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

Robert Chen, Managing Director, Private Wealth Advisory, The Chen Group at Morgan Stanley PWM

Sherry Lin, Chief Investment Officer, Argentum Peak


Sid Malhotra
, Chief Investment Officer, Kactus Capital Management

Ya Tung, Chief Investment Officer, Jefferies Family Office

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

Dana Johns, Head of Private Equity, Division of Investment Dept. of the Treasury of State of New Jersey

David Kushner, Chief Investment Officer, City of Austin Employees Retirement System

Katie Moore, Managing Director, Hamilton Lane

Mike Silva, Investment Officer, CalPERS

Steve Yoo, Partner, Kirkland & Ellis, LLP

Moderator: Kevin Wu, Investment Research Analyst, Cliffwater

Karen De Castro, Partner, Ares Management Corporation

Sandor Hau, Managing Director, Charlesbank Capital Partners

Karen Lau, Portfolio Manager, Marathon Asset Management

Andy Lee, Founder and Managing Partner, Parallaxes Capital

 

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 – 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 – 4:45pm

Closing Remarks

 

4:45pm – 6:00pm

Cocktail Reception

Sponsored by Pictet Asset Management

 

6:30pm – 9:00pm

ELEVATE 2023 Dinner

Sponsored by Palladium Equity Partners (off-site and invite only)

 

Keynote Remarks: Marcos Rodriguez, Founder & CEO, Palladium Equity Partners

 

 

Venue: Quorum by Convene

 

8:00am – 9:00am

Breakfast

Real Estate Roundtable (invite-only)

 

8:45am – 9:15am

Remarks: Commissioner Christy Goldsmith Romero, Commodity Futures Trading Commission

 

9:00am – 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 – 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

Kalina Berova, Portfolio Manager, BCI

Solomon Ferro, Principal, CPPIB

Carmen Lam, Partner, ODD, Albourne Partners

Moderator: Justin Green, Partner and Co-Head, Flagship Fund, Palladium Equity Partners

Dave Azad
, Co-Chief Investment Officer, MIO Partners

Kyongdo Min, Senior Portfolio Manager, Maryland State Retirement and Pension System

Stephanie Park, Vice President, Private Equity, Apogem Capital

Sumit Rajpal, Founder and CEO, GrowthCurve Capital

Moderator: Bill Park, Head of Equity Risk, ExodusPoint Capital Management


Gary Chan, Executive Director, Morgan Stanley AIP


Adhiraj Mallik, Portfolio Manager, Acadian Asset Management

David Ben-Ur, CIO, Blackstone Alternative Asset Management

Moderator: Neela Pal, Vice President, Head of External Engagement Strategy, Diversity & Inclusion, Goldman Sachs

Taffi Ayodele
, Director of Diversity, Equity and Inclusion & Emerging Manager Strategy, Office of NYC Comptroller Brad S. Lander

June Kim
, Director of Global Equity, CalSTRS

Tyler Kim
, Global Head of Fund Services, Maples

Rebecca Rosen, VP, Director, Diversity and Inclusion, Acadian Asset Management

 

11:05am – 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 – 1:15pm

Networking & Lunch

Sponsored by HarbourVest Partners

 

1:30pm – 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

Claire Van Wyk-Allan

Managing Director, Head of Canada, AIMA

Dave Azad

Dave Azad

Co-Chief Investment Officer, MIO Partners

Joe Bae

Joe Bae

Co-Chief Executive Officer, KKR

Mary Bates

Mary Bates

Managing Principal, Private Markets Consultant, Meketa Investment Group

Felicia Bennett

Felicia Bennett

Managing Director, Wilshire

Kalina Berova

Kalina Berova

Portfolio Manager, BCI

Elizabeth Burton

Elizabeth Burton

MD, Investment Strategist, GSAM, former CIO of State of Hawaii ERS

Lan Cai

Lan Cai

Deputy CIO, PBUCC

Karen De Castro

Karen De Castro

Partner, Ares Management Corporation

Gary Chan

Gary Chan

Executive Director, Morgan Stanley AIP

Scott Chan

Scott Chan

Deputy Chief Investment Officer, CalSTRS

Cleo Chang

Cleo Chang

Chief Investment Solutions Officer, American Century

Tracy Cao

Tracy Cao

VP | Team Lead Manager Research, Multi-Manager Strategies, Xponance

Richard Chau

Richard Chau

Chief Investment Officer, Tulane University

Amy Chen

Amy Chen

Chief Investment Officer, Smithsonian Institution

Robert Chen

Robert Chen

Managing Director, Private Wealth Advisory, The Chen Group at Morgan Stanley PWM

Brenda Chia

Brenda Chia

Chief of Capital Development, Paladin Capital Group

Rebecca Chia

Rebecca Chia

Head of Business Development and Investor Relations, Atalaya Capital Management

Jennifer Boscardin Ching

Jennifer Boscardin Ching

Client Portfolio Manager, Pictet Asset Management

Anthony Chiu

Anthony Chiu

Deputy CIO, Kentucky Public Pensions Authority

Janessa Cox-Irvin

Janessa Cox-Irvin

Global Head of Diversity, Equity & Inclusion and Corporate Citizenship, AllianceBernstein

David Fann

David Fann

Vice Chairman and Senior Managing Director, Apogem Capital

Solomon Ferro

Solomon Ferro

Principal, CPPIB

Tracy Fong

Tracy Fong

Partner, Albourne Partners

Will Forde

Will Forde

Partner, Head of Marketable Equity, NEPC

Valerie Wong Fountain

Valerie Wong Fountain

Managing Director, Morgan Stanley Private Wealth Management

Jonathan Grabel

Jonathan Grabel

Chief Investment Officer, LACERA

Justin Green

Justin Green

Partner and Co-Head, Flagship Fund, Palladium Equity Partners

Renae Griffin

Renae Griffin

Managing Director, GCM Grosvenor

Dana Johns

Dana Johns

Head of Private Equity, Division of Investment Dept. of the Treasury of State of New Jersey

Sandor Hau

Sandor Hau

Managing Director, Charlesbank Capital Partners

Austin Head-Jones

Austin Head-Jones

Director, Private Debt (Specialty Finance), StepStone Group

Seema Hingorani

Seema Hingorani

Managing Director and Strategic Client and Talent Engagement Lead, Morgan Stanley Investment Management; Founder and Chair, Girls Who

Rodney June

Rodney June

Chief Investment Officer, LACERS

Geeta Kapadia

Geeta Kapadia

Chief Investment Officer, Fordham University

Tyler Kim

Tyler Kim

Global Head of Fund Services, Maples

Puneet Kohli

Puneet Kohli

Senior Managing Director, Head of External Managers, Ontario Teachers' Pension Plan

Chris Kojima

Chris Kojima

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

Samir Kumar

Samir Kumar

Co-Founder & General Partner, Touring Capital

Satya Kumar

Satya Kumar

Senior Client Relationship Manager, Sycamore Tree Capital Partners

David Kushner

David Kushner

Chief Investment Officer, City of Austin Employees Retirement System

Carmen Lam

Carmen Lam

Partner, ODD, Albourne Partners

David Lam

David Lam

General Partner, Atlantic Bridge Capital

Karen Lau

Karen Lau

Portfolio Manager, Marathon Asset Management

Andy Lee

Andy Lee

Founder and CIO, Parallaxes Capital

Thomas Lee

Thomas Lee

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

Tony Lee

Tony Lee

Managing Director, Leading Edge Investment Advisors LLC

Tony W. Lee

Tony W. Lee

Co-Founder & Managing Partner, One Rock Capital

Gordon Liao

Gordon Liao

Founder & Managing Partner, Promise Holdings, LLC.

Sherry Lin

Sherry Lin

Chief Investment Officer, Argentum Peak

Diana Liu

Diana Liu

Lead Funds & Real Estate Counsel, EQT Exeter

York Lo

York Lo

Head of Alternative Product and LLCs, John Hancock Investment Management

Melissa Ma

Melissa Ma

Co-founder & Managing Partner, Asia Alternatives

Deepa Madhani

Deepa Madhani

Head of Investor Relations, One Rock Capital

Sid Malhotra

Sid Malhotra

Chief Investment Officer, Kactus Capital Management

Adhiraj Mallik

Adhiraj Mallik

Portfolio Manager, Acadian Asset Management

Alan Mattamana

Alan Mattamana

Partner, Fairview Capital Partners

Sylvester McClearn

Sylvester McClearn

Interim Director of Emerging Managers, 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

Steve Meier

Steve Meier

Chief Investment Officer, NYC Office of the Comptroller Brad Lander

Sona Menon

Sona Menon

Head of the North American Pension Practice & OCIO, Cambridge Associates

Katie Moore

Katie Moore

Managing Director, Hamilton Lane

Chad Myhre

Chad Myhre

Head of Public Markets, Heinz Family Office

May Ng

May Ng

Chief Investment Officer, Robert Wood Johnson Foundation

Michael Nguyen

Michael Nguyen

Director, Investments, Pennsylvania State University Endowment

Sylvia Owens

Sylvia Owens

Partner, Business Development, Kennedy Lewis Investment Management

Neela Pal

Neela Pal

Vice President, Head of External Engagement Strategy, Diversity & Inclusion, Goldman Sachs

Bill Park

Bill Park

Head of Equity Risk, ExodusPoint Capital Management

Jim Park

Jim Park

CEO of AAAIM

Stephanie Park

Stephanie Park

Vice President, Private Equity, Apogem Capital

Amar Patel

Amar Patel

Partner & Portfolio Manager, Brown Advisory

Nicholas Pon

Nicholas Pon

Investment Director, YMCA Retirement Fund

Sumit Rajpal

Sumit Rajpal

Founder and CEO, GrowthCurve Capital

Marcos Rodriguez

Marcos Rodriguez

Founder & CEO, Palladium Equity Partners

Commissioner Goldsmith Romero

Commissioner Goldsmith Romero

Commodity Futures Trading Commission

Rebecca Rosen

Rebecca Rosen

VP, Director, Diversity and Inclusion, Acadian Asset Management

Sanjiv Shah

Sanjiv Shah

Managing Director, Harbourvest Partners

David Sheng

David Sheng

Managing Director, Aksia

Mike Silva

Mike Silva

Investment Officer, CalPERS

Kirk Sims

Kirk Sims

Senior Director, Head of the Emerging Manager Program, Teachers' Retirement System of Texas

Susan Soh

Susan Soh

Chief of Capital Formation and Investor Relations, GrowthCurve Capital

Chris Steed

Chris Steed

Chief Investment Officer & Managing Partner, Paladin Capital Group

Tina Suo

Tina Suo

Head of Alternative Credit, Office of the NYC Comptroller

Gretchen Tai

Gretchen Tai

VP, Investments, CSAA Insurance Group

Anastasia Titarchuk

Anastasia Titarchuk

Chief Investment Officer, NY State Common Retirement Fund

Sophia Tsai

Sophia Tsai

Managing Director, Trinity Wall Street

Cynthia Tseng

Cynthia Tseng

Managing Director of Investments, Venture Capital & DEI, Glenmede

Ya Tung

Ya Tung

Chief Investment Officer, Jefferies Family Office

David Ben-Ur

David Ben-Ur

CIO, Blackstone Alternative Asset Management

Suzanne Wong

Suzanne Wong

Partner & Chief Financial Officer, Palladium Equity Partners

Johnny Wu

Johnny Wu

CEO, Quartzy Capital Advisors

Letitia Yang

Letitia Yang

Senior Vice President, Investor Relations, D.E. Shaw & Co.

Steve Yoo

Steve Yoo

Partner, Kirkland & Ellis, LLP

Kwan Yoon

Kwan Yoon

Chief Investment Officer, BRV Capital Management

SPONSORS

For sponsorship opportunities, email info@aaaim.org

Title Partners

Palladium Equity Partners

Diamond

Kirkland & Ellis
Kirkland & Ellis

Platinum

Sit Investment Associates
HarbourVest
One Rock

Gold

Aksia
Aksia
Aksia
Aksia
Fairview Capital
Leading Edge
Xponance

Trustee

Avante
Avante
Avante
Avante
CalPERS
CalPERS
Fairview Capital
Xponance

Market Research Partners

Backstop Solutions Group
Kirkland & Ellis
Backstop Solutions Group
Sit Investment Associates

Inaugural Sponsor of the Endowment & Foundations Network

Inaugural Sponsor of the AAAIM Family Office Initiative

Venture Capital Network Partners

National Charity Partner

Sycamore Tree

ELI Cohort Sponsors

Sycamore Tree

Employee Resource Group Network Sponsors

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