Venue: Fairmont Century Plaza

 

7:30am – 8:30am

Registration, Check-in & Breakfast

 

8:30am – 8:40am

Welcome Remarks – Jim Park, CEO, AAAIM

 

8:45am – 8:55am

Fireside Chat

With Scott Chan, Chief Investment Officer, CalSTRS and Sanjiv Shah, Managing Director, HarbourVest Partners

 

9:00am – 9:35am

CIO Perspectives | Making My Own Playbook

As they say, it’s lonely at the top. Being a CIO requires the courage to think independently and make critical decisions that impacts pensioners and others, some of which are probably non-consensus. Join us for an exclusive panel discussion featuring top AAPI CIOs from prominent institutions. This session will provide a rare opportunity to gain insights into the strategies, challenges, and opportunities facing today’s investment leaders. Our distinguished panel of CIOs will share their perspectives on navigating volatile markets, managing risk, and driving sustainable growth in an increasingly complex global economy.

• Moderator: Prashant Mehrotra, Partner and Managing Director, Clearlake Capital Group
• Scott Chan, Chief Investment Officer, CalSTRS
• Bryan Fujita, Chief Investment Officer, LAFPP
• Ellen Hung, State Investment Officer, Nebraska Investment Council
• Rex Kim, Chief Investment Officer, Oregon State Treasury

 

9:40am – 10:10am

Fireside Chat

With James Rhee, Founder and Author, “Red Helicopter”, and June Kim, Senior Investment Director, CalSTRS

 

10:15am – 10:35am

Delivering Alpha | Driving Impact

In a world where the lines between profit and purpose are increasingly blurred, investors are seeking ways to achieve both financial success and positive social impact. This session brings together innovators and change-makers to explore how investment strategies can deliver strong returns while fostering a better future for all. Join us for a dynamic and inspiring discussion on the unique approaches that are redefining success in the investment world.

• Moderator: Johnny Wu, CEO, Quartzy Capital Advisors
• Paul Kim, CEO and Co-founder, Simplify Asset Management
• Puneet Kohli, Head of External Managers Group, Ontario Teachers’ Pension Plan
• Pooja Malik, CEO and Founding Partner, Nipun Capital

 

10:40am – 10:50am

Presentation: Thomas J. Lee, Managing Partner, Head of Research, FundStrat Global Advisors

 

10:55am – 11:20am

Mainstage General Session: Market Opportunities Amid Volatility and Valuation Challenges

In an era marked by unprecedented market volatility and fluctuating valuations, identifying profitable opportunities has become more challenging—and more critical—than ever before. Join us for a timely and insightful session with some of the top and celebrated investors who will delve into the strategies and perspectives necessary to navigate these turbulent times successfully.

• Moderator: Sandor Hau, President, Charlesbank Credit, Charlesbank Capital Partners
• Amy Chen, CIO, Smithsonian Institution
• Alex Chi, Co-Chief Executive Officer and Co-President, Goldman Sachs Asset Management
• Thomas J. Lee, Managing Partner, Head of Research, FundStrat Global Advisors
• Tony Lee, Co-founder and Managing Partner, One Rock Capital Partners
• Hans Tung, Managing Partner, Notable Capital

 

11:25am – 11:45am

Fireside Chat

With Yup Kim, Chief Investment Officer, Texas Municipal Retirement System and Kevin Ma, Co-founder and Managing Partner, Diversis Capital

 

11:50am – 12:10pm

Keynote: Congressman Ted Lieu

 

12:00pm

Lunch

Sponsored by Paladin Capital Group and Sit Investment Associates

 

12:10pm – 12:30pm

Fireside Chat

With Fiona Ma, CPA and Suzanne Wong, Chief Financial Officer, Palladium Equity Partners – To discuss the initiative to create shared opportunities for economic growth for all communities

 

12:50pm – 1:35pm

POWER NOW – Top AAPI Female Leaders

Join us for a groundbreaking event celebrating the achievements and insights of top Asian American and Pacific Islander (AAPI) female leaders in the investment industry. This event will highlight the unique perspectives and contributions of these trailblazing women who are shaping the future of finance and investment. Through candid conversations and thought-provoking discussions, we will explore how these women have navigated their careers, overcome obstacles, and driven change in an industry that has historically been heavily skewed towards males.

• Moderator: Brenda Chia, Chief of Capital Development, Paladin Capital Group
• Samantha Lau, Chief Investment Officer – Small and SMID Cap Growth Equities, AllianceBernstein
• Susan Lee, Chief Investment Officer for the Clif Family Foundation and Partner at White Road Capital
• Melissa Ma, Co-founder and Managing Partner, Asia Alternatives
• Sona Menon, Partner and Head of North American Pension Practice, Cambridge Associates

 

1:35pm – 1:45pm

Transition/Break

 

1:45pm – 2:30pm

Breakout Session I

 

2:35pm – 2:45pm

Transition/Break

 

2:45pm – 3:30pm

Breakout Session II

 

3:30pm – 3:40pm

Transition/Break

 

3:40pm – 4:20pm

The Power of Representation for AAPIs in Media and Entertainment

Join us for a thought provoking panel discussion on the power of representation for Asian Americans and Pacific Islanders (AAPIs) in media and entertainment. This event will explore the importance of authentic Asian narrative, diverse representation, and the challenges facing Asian film makers and story tellers.

• Moderator: Dave A. Liu, Founder and CEO, Liucrative Media
• Chris Quintos Cathcart, Co-CEO, Unapologetic Projects
• Harry Shum Jr., Actor/Producer, Yes, Actually Inc.
• Sean Wang, Academy Award-nominated Filmmaker

 

4:25pm – 5:05pm

Mainstage General Session: Institutional Investors – Portfolio Construction, Asset Diversification, and Rebalancing

Today’s dynamic and ever-changing global market environment has underscored the importance of asset diversification and recalibrating investment allocations. In this session industry experts will consider the benefits of diversification in reducing portfolio volatility and explore strategies for monitoring and adjusting portfolios in order to achieve long-term financial goals.

• Moderator: David Chiang, Founder and CIO, Idyllic Partners
• James Ko, Deputy CIO, Arizona PSPRS Trust
• Carrie Lo, Portfolio Manager, CalSTRS
• Ashwin Thapar, Head of Multi-Asset Class Investing, D. E. Shaw Investment Management (“DESIM”)
• Sophia Tsai, Managing Director, Trinity Church Wall Street

 

5:00pm – 5:10pm

Closing Remarks

Chris Osche, Sr. Advisor, Development, ALSAC, St. Jude Children’s Research Hospital

 

5:15pm – 7:00pm

Cocktail Reception

Sponsored by Kirkland & Ellis and Pictet Asset Management

 

6:30pm – 9:00pm

ELEVATE 2024 DINNER – Invite Only

Elevate Dinner in Celebration of AAPI CIOs

Sponsored by Palladium Equity Partners and BRV Capital Management

 

 

Venue: Fairmont Century Plaza

 

8:00am – 9:00am

Registration, Check-in & Breakfast

Real Estate Breakfast Roundtable – Invite Only

Sponsored by Arc70 Capital LLC and Brasa Capital Management

 

9:00am – 9:40am

Mainstage General Session: LP Perspectives

As the backbone of the investment ecosystem, LPs play a crucial role in shaping the strategies and outcomes of private equity funds, venture capital, and other alternative investments. This event will feature leading LPs who will share their perspectives on key issues, challenges, and opportunities in today’s market.

• Moderator: Daniel Ilundain, President, Palladium Equity Partners
• Jonathan Grabel, Chief Investment Officer, LACERA
• Rodney June, Chief Investment Officer, LACERS
• Clara Koh, Senior Managing Director, Chubb
• Mary Mei, Managing Director, Stanford Management Company

 

9:45am – 10:05am

Fireside Chat

With Marcie Frost, CEO, CalPERS and Susan Soh, Chief of Capital Formation and Investor Relations, GrowthCurve Capital

 

10:05am – 10:30am

Economic Outlook Presentation

With Tiffany Wilding, Economist, PIMCO

 

10:30am – 10:45am

Transition/Break

 

10:50am – 11:30am

Mainstage Sessions

 

11:30am – 11:40am

Transition/Break

 

11:45am – 12:45pm

Allocator Meet and Greet: LP-GP Roundtables

 

12:30pm – 2:00pm

Networking and Lunch

Sponsored by HarbourVest Partners

 

2:00pm – 4:00pm

Emerging Manager Summit – Invite Only