Venue: Quorum by Convene

7:30 – 8:30 am                       Registration/Check-in & Breakfast

 

8:30 – 8:40 am                       Welcome Remarks – Jim Park, CEO, AAAIM

 

8:40 – 9:25 am                       General Session: Institutional Investor Outlook

1. Moderator: Prashant Mehrotra, Partner & Managing Director, Clearlake Capital Partners *H
2. Thomas Lee, Chief Investment Officer, NYSTRS *H
3. Steve Meier, Chief Investment Officer, NYC Office of the Comptroller Brad Lander *H
4. Anastasia Titarchuk, Chief Investment Officer, NY State Common Retirement Fund *H

 

9:25 – 9:50 am                       Fireside Chat

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

 

9:50 – 10:20 am                     BREAK (Sponsored by Rice Hall James & Associates, LLC)

 

10:20 – 11:05 am                   General Session: State of AAPIs in Investment Management

1. Moderator: York Lo, Head of Alternative Product and LLCs, John Hancock Investment Management *H
2. Janessa Cox-Irvin, Global Head of Diversity, Equity & Inclusion and Corporate Citizenship, AllianceBernstein *H
3. Sona Menon, Head of the North American Pension Practice & OCIO, Cambridge Associates *H
4. Chris Kojima, Partner & Global Co- head of Client Solutions & Capital Markets, Goldman Sachs Asset Management *H
5. Wells Fargo Placeholder

 

11:05 – 11:50 am                   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?

1. Moderator: Brenda Chia, Chief of Capital Development, Paladin Capital Group *H
2. May Ng, Chief Investment Officer, Robert Wood Johnson Foundation *H
3. Amy Chen, Chief Investment Officer, Smithsonian Institution *H
4. Cleo Chang, Chief Investment Solutions Officer, American Century *H

 

11:50 – Noon                          St. Jude/ALSAC National Charity Partner – Remarks

Closing of morning general sessions + transition into Lunch

 

Noon – 1:30 pm                     Networking & Lunch (Sponsored by Sit Investment Associates)

                                 

12:30 – 1:15 pm                     Allocator Meet & Greet: LP-GP Lunch & Learn

1. KaChing Lok, GCM Grosvenor
2. Ellen Hung, SURS
3. Yelin Wen, Robert Wood Johnson Foundation
4. Puneet Kohli, Ontario Teachers’ Pension Plan
5. James Chen, LFPI
6. Thomas Sze, Private Family Office
7. Joyce Zhang, The Wallace Foundation
8. Jon Wong, Industry Ventures
9. Judy Godhino, GCM Grosvenor
10. David Kushner, City of Austin Employees Retirement
11. Richard Cheung, Truist Wealth
12. Yilun Li, Neuberger Berman
13. YB Choi, Cercano
14. Brian O’Neil, Former CIO of Robert Wood Johnson Foundation
15. Allen Huang, Michigan State University

 

1:30 – 2:20 pm                       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 *H ●       Chad Myhre, Head of Public Markets, Heinz Family Office *H ●       Elizabeth Burton, MD, Investment Strategist, GSAM, former CIO of State of Hawaii ERS *H ●       Sophia Tsai, MD, Trinity Wall Street *H ●       Nicholas Pon, Investment Director, YMCA Retirement Fund *H	●       Moderator: Sylvia Owens, Partner, Business Development, Kennedy Lewis Investment Management *H ●       Mary Bates, Managing Principal, Private Markets Consultant, Meketa Investment Group *H ●       Rebecca Chia, Head of Business Development and Investor Relations, Atalaya Capital Management *H ●       Austin Head-Jones, Director, Private Debt (Specialty Finance), StepStone Group *H ●       Tina Suo, Head of Alternative Credit, Office of the NYC Comptroller *H	●       Moderator: David Lam, General Partner, Atlantic Bridge Capital *H ●       Alan Mattamana, Partner, Fairview Capital Partners *H ●       Chris Steed, Chief Investment Officer & Managing Partner, Paladin Capital Group *H ●       Jay Eum, Founding Managing Partner, GFT Ventures ●       Tracy Fong, Partner, Albourne Partners *H	●       Moderator: Satya Kumar, Senior Client Relationship Manager, Sycamore Tree Capital Partners *H ●       Tony Lee, Managing Director, Leading Edge Investment Advisors LLC *H ●       Will Forde, Partner, Head of Marketable Equity, NEPC *H ●       Felicia Bennett, Managing Director, Wilshire *H ●       Amar Patel, Partner & Portfolio Manager, Brown Advisory *H ●       Tracy Cao, Vice President, Xponance

 

2:20 – 2:40pm                        Transition/Break

 

2:40 – 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. *H ●       Geeta Kapadia, Chief Investment Officer, Fordham University *H ●       Michael Wee, Chief Investment Officer, California Endowment ●       Richard Chau, Chief Investment Officer, Tulane University *H	●       Moderator: Valerie Wong Fountain, Managing Director, Morgan Stanley Private Wealth Management *H ●       Sherry Lin, Chief Investment Officer, Argentum Peak *H ●       Sid Malhotra, Chief Investment Officer, Kactus Capital Management *H ●       Robert Chen, Managing Director, Private Wealth Advisory, The Chen Group at Morgan Stanley PWM *H ●       Ya Tung, Chief Investment Officer, Jefferies Family Office *H	●       Moderator: Susan Soh, Chief of Capital Formation and Investor Relations, GrowthCurve Capital *H ●       David Kushner, Chief Investment Officer, City of Austin Employees Retirement System *H ●       Mike Silva, Investment Officer, CalPERS  *H ●       Steve Yoo, Partner, Kirkland & Ellis, LLP *H ●       Katie Moore, Managing Director, Hamilton Lane *H ●       Dana Johns, Head of Private Equity, Division of Investment Dept. of the Treasury of State of New Jersey *H	●       Moderator: Kevin Wu, Investment Research Analyst, Cliffwater ●       Sandor Hau, Managing Director, Charlesbank Capital Partners *H ●       Andy Lee, Founder and CIO, Parallaxes Capital *H ●       Karen Lau, Portfolio Manager, Marathon Asset Management *H  ●       Karen De Castro, Partner, Ares Management Corporation *H

 

3:30 – 3:40pm                        Transition/Break

 

 

3:40-4:05pm                          General Session: Global Capital and Geopolitical Issues

1. Moderator: David Fann, Vice Chairman and Senior Managing Director, Apogem Capital *H
2. Melissa Ma, Co-founder & Managing Partner, Asia Alternatives *H
3. Kwan Yoon, Chief Investment Officer, BRV Capital Management *H
4. Jennifer Boscardin Ching, Client Portfolio Manager, Pictet Asset Management *H
5. Michael Nguyen, Director, Investments, Pennsylvania State University Endowment *H

 

4:05 – 4:15pm                        Nomura Speaker | Economic Projection THIS PERSON MIGHT HAVE SLIDES

 

4:15 – 4:40pm                        Closing General Session: 2024 Outlook

1. Moderator: Sanjiv Shah, Managing Director, HarbourVest Partners *H
2. Jon Grabel, Chief Investment Officer, LACERA *H
3. Scott Chan, Deputy Chief Investment Officer, CalSTRS *H
4. Seema Hingorani, Managing Director and Strategic Client and Talent Engagement Lead, Morgan Stanley Investment Management; Founder and Chair, Girls Who Invest

 

4:40 – 4:45pm                        Closing Remarks

                                                  Pictet Representative

 

4:45 – 6:00 pm                       Cocktail Reception (Sponsored by Pictet Asset Management)

 

6:30 – 9:00 pm                       ELEVATE 2023 Dinner (Sponsored by Palladium Equity Partners) [off-site and invite only]

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

Venue: Quorum by Convene

8:00 – 9:00am                        Breakfast

                                                  Real Estate Roundtable [invite-only]

 

8:45 – 9:15am                        Remarks: Commissioner Christy Goldsmith Romero, Commodity Futures Trading Commission

 

9:00 – 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.

1. Moderator: Vijay Mehta, Founder, Arkview Capital *H
2. Kirk Sims, Senior Director, Head of the Emerging Manager Program, TRS of Texas *H
3. Renae Griffin, Managing Director, GCM Grosvenor *H
4. Sylvester McClearn, Interim Director of Emerging Managers, NY State Common Retirement Fund *H
5. Rodney June, Chief Investment Officer, LACERS *H
6. Deepika Sharma, Global Head of Manager Selection, Blackrock *H

 

10:00 – 10:15am                    Transition

 

10:15 – 11:00 am                   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 *H ●       Kalina Berova, Portfolio Manager, BCI *H ●       Solomon Ferro, Principal, CPPIB *H ●       Carmen Lam, Partner, ODD, Albourne Partners *H	●       Moderator: Justin Green, Partner and Co-Head, Flagship Fund, Palladium Equity Partners *H ●       Dave Azad, Co-Chief Investment Officer, MIO Partners *H ●       Sumit Rajpal, Founder and CEO, GrowthCurve Capital *H ●       Stephanie Park, Vice President, Private Equity, Apogem Capital *H ●       ​​Kyongdo Min, Senior Portfolio Manager, Maryland State Retirement and Pension System	●       Bill Park, Head of Equity Risk, ExodusPoint Capital Management ●       Adhiraj Mallik, Portfolio Manager, Acadian Asset Management *H ●       David Ben-Ur, CIO, Blackstone Alternative Asset Management *H ●       Gary Chan, Executive Director, Morgan Stanley AIP *H ●       Munir Alam, Founder, Sentinel Dome	●       Moderator: Neela Pal, Vice President, Head of External Engagement Strategy, Diversity & Inclusion, Goldman Sachs *H ●       Tyler Kim, Global Head of Fund Services, Maples *H ●       June Kim, Director of Global Equity, CalSTRS *H ●       Rebecca Rosen, VP, Director, Diversity and Inclusion, Acadian Asset Management *H ●       Taffi Ayodele, Director of Diversity, Equity and Inclusion & Emerging Manager Strategy, Office of NYC Comptroller Brad S. Lander *H ●       Erica Miles, Senior Consultant, SVP: Diverse Segments, Representation and Inclusion, Wells Fargo

 

11:00 – 11:05am                   Transition

 

11:05 – Noon                          Allocator Meet & Greet: LP-GP Roundtables

1. Christina Wu, Investment Officer, Fort Worth Employees’ Retirement Fund (FWERF)
2. Nelda Chang, Principal, PE-Co-Investments, GCM Grosvenor
3. Chester Lee, Managing Director, Harvard Management Company
4. Swexya Panta, Senior Investment Analyst, Carnegie Corporation of NY
5. Kenneth Huang, Executive Director, LGT Capital Partners
6. Thomas Sze, private family office
7. Thomas Cheung, Portfolio Manager, Millburn
8. Sameer Agarwal, Russell Investments
9. Paul Chai, Associate VP of Investments | Chief Investment Officer, KSU Foundation
10. Justin Kim, Fort Washington Capital Partners Group
11. Kevin Li, Rhode Island General Treasurer James A. Diossa
12. Alex Wah, Gaia Capital
13. Daniel Chang, J&J Advisors LLC
14. Jay Rhim, DV Group

 

 

Noon – 1:15 pm                     Networking & Lunch (Sponsored by HarbourVest Partners)

 

1:30 – 2:15 pm                       General Session: Achieving Career Success | Superpowers | Path to CIO

1. Moderator: Johnny Wu, CEO, Quartzy Capital Advisors *H
2. Puneet Kohli, Senior Managing Director, Head of External Managers, Ontario Teachers’ Pension Plan *H
3. Anthony Chiu, Deputy CIO, Kentucky Public Pensions Authority *H
4. Lan Cai, Deputy CIO, PBUCC *H

Gretchen Tai, VP, Investments, CSAA Insurance Group *Hy