Mr. Braffman is a member of the Real Assets Investment Committee and the Infrastructure Advantage Investment Committee. He leads the firm’s real estate practice and is responsible for managing investment activities, product development, and growth. Prior to joining GCM Grosvenor, Mr. Braffman was a Senior Vice President at Zurich Alternative Asset Management, where he was responsible for sourcing, underwriting and executing U.S.-based real estate investments. Prior to joining ZAAM, Mr. Braffman was a Vice President in the Merger and Strategic Advisory Group at Goldman Sachs, where he advised corporate clients on structured real estate acquisitions, monetizations and dispositions. Prior to joining Goldman Sachs, he was an Associate at Kirkland & Ellis LLP, focused on merger, securities and asset-backed law. Mr. Braffman received his Master of Business Administration from Kellogg School of Management, his Juris Doctor from Northwestern University School of Law, and his Bachelor of Arts in Biology and History from the University of Rochester.

Carl Chang is the CEO and Founder of Kairos Investment Management Company, a real estate investment and asset management firm with over $4.3 billion in assets across the U.S. Under his leadership, Kairos focuses on value-based investing in sectors like workforce and affordable housing, market-rate multifamily, retail, office, and industrial.

Prior to founding Kairos, Carl co-founded multiple real estate ventures and served as CEO of successful commercial real estate and property management firms. He has led numerous private equity investments and was named Tennis Magazine’s 1996 Coach of the Year for his role in professional tennis.

Carl has served on the board of the Federal Reserve Bank of San Francisco and currently manages his family office and serves on UC Irvine’s Center for Investment and Wealth Management advisory board. He holds a B.A. from UC Berkeley in Political Economy.

Constance Freedman is the Founder and Managing Partner of Moderne Ventures and the Moderne Passport, a multi-stage investment fund and industry immersion program. Freedman invests in transformative technologies like Enterprise SaaS, AI, Robotics, Deep Tech, Sustainability, Data and Digital Transaction Management that can be applied within multitrillion dollar industries like real estate, finance, insurance, and sustainability and have the ability to scale into broader markets to deliver outsized venture returns. Moderne manages over $600M AUM, has invested in 50 high growth technology companies and admitted over 150 companies into the Moderne Passport and partners with 1,500+ industry executives and corporations to help its portfolio companies build strategic value and scale.

Freedman’s funds have produced top decile returns including 5 IPOs, 8 Unicorns, and 25+ successful exits. Constance is an active member on multiple boards, past and present, including DocuSign [NASDAQ: DOCU], Porch [NASDAQ: PRCH], Homesnap (acquired by CoStar), Equity Lifestyles [NYSE:ELS], LiveEasy (acquired by Appfolio), ICON, Aerwave, and Trust & Will.

Prior to launching Moderne Ventures, Constance was the head of Strategic Investments at the National Association of Realtors where she launched and managed its venture fund, Second Century Ventures (SCV) and founded its industry immersion program, REach. Previously, Constance was an investor with Cue Ball, an early and growth stage investment fund focused on information media and consumer investments.

Freedman began her career as an operator at technology start-ups Molecular (acquired by Isobar) and Account4.com (acquired by Lawson) where she spent seven years helping Fortune 500 companies define their strategies and transform their businesses for digital transformation. Constance initially began her career as a top performer selling and leasing real estate in Boston.

Constance has been the recipient of several prestigious awards including Crain’s Business 40 under 40, Crain’s Chicago Top Tech 50 (3x), Swanopoel’s Power 200 and Inman’s Top 101 in Real Estate. Constance is frequently an invited keynote speaker at nationally and internationally renowned venture industry, real estate and fintech conferences.

Constance is a member of the Young Presidents Organization (YPO), is a Global Governing Trustee for the Urban Land Institute (ULI), and is a Board Member for Illinois Venture Capital Association (IVCA). She previously served on the Advisory Board for the National Venture Capital Association’s (NVCA) Corporate Venturing Group, was on the board of overseers for the non-profit, From the Top, and the advisory panel for Fannie Mae’s Sustainable Communities Innovation Challenge.

Constance earned a BS from Boston University and an MBA from Harvard Business School.

As Director and Chief Investment Officer, Shoaib Khan is responsible for the investments and overall operations of the New Jersey Division of Investment. The Division of Investment is responsible for the investment oversight of the State of New Jersey’s pension funds, directly managing assets of approximately $80 billion as of April 30, 2024 and supports the retirement plans of over 800,000 members. The Division of Investment also manages the State of New Jersey’s Cash Management Fund with assets of approximately $40 billion as of April 30, 2024.

Mr. Khan joined the Division of Investment in January 2021 as Deputy Director and Deputy Chief Investment Officer. In June 2021, he assumed the role of Acting Director and in May 2022, was sworn in as Director and Chief Investment Officer. Throughout his career, Mr. Khan has served in numerous senior management positions at both public and private investment institutions domestically and around the globe.

Prior to joining the Division of Investment, Mr. Khan served as a Senior Portfolio Manager at the Florida State Board of Administration in Tallahassee, Florida. He has also previously served as Global Head of Portfolio Management at Union Bancaire Privee (UBP) in Geneva, Switzerland and Strategy Head at J.P. Morgan Alternative Asset Management in New York. Mr. Khan holds a Bachelors of Business Administration from Florida International University and received a Masters of Accounting from Nova Southeastern University. He is a CFA Charterholder and a CPA.

Eunice McHugh is the Director of Private Credit at San Francisco Employees’ Retirement System (“SFERS”). She is responsible for the buildout, management, and portfolio construction efforts of SFERS’ Private Credit portfolio, which she has grown to a ~9% allocation today. Eunice is also responsible for the leadership and management of SFERS’ Private Credit Team. She leads the sourcing and underwriting efforts for multiple alternative credit strategies including direct lending, asset-based and real assets lending, mezzanine, credit opportunities, distressed/special situations, and specialty finance across North America, Europe, Asia, and Latin America. She has led SFERS’ Private Credit efforts (initially as part of the Fixed Income portfolio) since she joined SFERS in early 2013. Before her current role, Eunice led and managed SFERS’ Public Fixed Income portfolio. Prior to that, she worked at Morgan Stanley and Lehman Brothers.

Paul Chai, CFA, CAIA, is the Chief Investment Officer at the Kansas State University Foundation, managing about $1.2 billion of investable assets for the university. Chai joined the Foundation in 2018 as Director of Investments after 11 years as a senior investment partner at Grandway Asset Management in Los Angeles. Earlier in his career, Chai had worked at Pratt & Whitney and TSMC in various engineering and consulting roles. Chai grew up in Taiwan and moved to the US at age 14. He graduated from MIT and Carnegie Mellon University Tepper School of Business and was part of the Leadership Kansas Class of 2022.

Charlie Lee is the creator of Litecoin and Director of the Litecoin Foundation. He attended MIT where he graduated in 2000 with a Bachelors and Masters degree in Electrical Engineering and Computer Science. Prior to creating Litecoin, Charlie was a Software Engineer at Google. In 2011, he created Litecoin in an effort to improve upon Bitcoin’s high fees, slower transaction times, and scalability issues. Charlie went on to work for Coinbase where he became Director of Engineering before leaving the company in 2017 to focus on supporting the development of Litecoin full time.

Sylvia Owens joined Kennedy Lewis in 2021 and is a Partner focused on the Firm’s business development and investor relations activities. Ms. Owens was formerly a Managing Director and Global Private Credit and Real Assets Strategist with Aksia, a specialty investment consultant. In her role at Aksia, she was responsible for overseeing the implementation of private credit and real assets portfolios across a global base of LPs, and advised investors with respect to portfolio construction, investment selection, pacing, risk and tactical plans.

Ms. Owens has partnered with prominent industry organizations to increase awareness of private credit as an asset class, including spearheading the development of Institutional Limited Partners Association’s (ILPA) Private Credit Specialist Series, where she was one of the lead instructors for the course.

Prior to joining Aksia, Ms. Owens spent nearly a decade in the private markets space, working with both investors and GPs across private equity, real assets, and private credit selection and positioning. She began her career at Goldman Sachs in Chicago, where she oversaw the Midwest Convertibles business and then moved to New York to co-lead the institutional synthetics convertibles business.

Ms. Owens graduated from the University of Southern California with a BA in Economics and East Asian Studies and holds an MBA in Finance from the University of Chicago Graduate School of Business.

Han Yik is the Senior Advisor to the Executive Director and Chief Investment Officer of the New York State Teachers’ Retirement System (NYSTRS). He is a member of NYSTRS’ Executive Leadership team and is responsible for leading NYSTRS’ initiatives on stewardship and sustainability and its integration and implementation across the portfolio. In addition, he is responsible for managing the strategic asset allocation process.

Han was formerly the Head of Institutional Investors at the World Economic Forum, where he worked with the senior leadership of the world’s largest asset owners and led the Forum’s initiative on the global pension crisis. Han began his career as an actuarial consultant at Towers Perrin and Mercer, before joining Bank of America Merrill Lynch as a Senior Institutional Portfolio Strategist and Head of Institutional Thought Leadership, where he managed $2 billion in assets as an OCIO for institutional clients. Han earned his B.S. in Applied Mathematics with a concentration in Operations Research from Yale University, where he won the Benjamin F. Barge Prize for Excellence in Mathematics.

Tiffanie Wong is a Senior Vice President and Director of Global & US Investment-Grade Credit, responsible for the management and strategy implementation of the firm’s Global & US Investment-Grade Credit portfolios, including total-return and income-oriented credit strategies for institutional and retail clients. She has worked closely with AB’s Quantitative Research team to leverage the firm’s technology innovations within fixed-income trading and research to apply a more systematic approach to AB’s credit investing. Wong also serves as Director of Fixed Income Responsible Investing Portfolio Management. In this role, she is part of the leadership team that develops responsible investment strategy across AB’s Fixed Income business, particularly related to integrating environmental, social and governance considerations throughout the team’s portfolio construction processes and overseeing management of several of the team’s sustainable strategies. Prior to joining AB’s Fixed Income portfolio-management team, Wong served as an associate portfolio manager on the Credit team, focusing on various strategies for the Global and US Credit portfolios—including total return, buy and hold, and liability matching. Before joining AB in 2012, she was a fixed-income portfolio analyst and trader at Segall Bryant & Hamill and a fixed-income portfolio associate at Wells Capital Management. Wong holds a BA in economics with a minor in business institutions from Northwestern University and is a CFA charterholder. Location: New York

Gaurav Vasisht is the Executive Director and CEO of the New York State Insurance Fund (NYSIF), one of largest workers’ compensation, disability, and paid family leave insurers in the United States. Gaurav is responsible for NYSIF’s overall strategic direction and operation, including oversight of its approximately 2,000-employee workforce and $21 billion investment portfolio.

Gaurav is the first person of Asian descent to lead the organization in its 110-year history. He is also the chair and appointee of Governor Kathy Hochul to New York’s inaugural Asian American and Pacific Islander (AAPI) commission, tasked with advising the Governor on policies to promote the welfare of New York’s AAPI community.

Gaurav joined NYSIF after more than six years at the Volcker Alliance, a non-partisan think tank established by former Federal Reserve Chair Paul A. Volcker. Gaurav directed the Alliance’s financial regulation program, advising Chair Volcker and other board members on financial system stability and regulatory matters and promoting the organization’s policy priorities before the federal government. Gaurav also served as Chair Volcker’s liaison to the Systemic Risk Council, a private-sector body of experts committed to addressing structural issues relating to global systemic risk. Gaurav has testified before Congress on financial stability matters, presented before the G20’s Financial Stability Board on the effectiveness of Too-Big-To-Fail reforms, and worked on pioneering initiatives covered in the New York Times, the Wall Street Journal, and the Financial Times.

Before joining the Alliance, Gaurav spent a decade in New York State government. Most recently, he served as Executive Deputy Superintendent of the New York State Department of Financial Services, heading the agency’s Banking Division. He previously served as Senior Deputy Superintendent of Insurance, First Assistant Counsel and Assistant Counsel to three New York Governors, and as Assistant Attorney General in the Investor Protection Bureau of the New York Attorney General’s Office.

Sophia Tsai is Managing Director of Investments at Trinity Church Wall Street, a $7 billion endowment that invests globally. Tsai has more than twenty-five years of experience in asset allocation, manager selection and direct investing across alternative and traditional asset classes. Prior to joining Trinity Church Wall Street in 2017, Tsai co-led the hedge fund program and managed private equity investments for GE Pension in the US. Sophia holds an MBA from the Kellogg School of Management and the University of Science and Technology in Hong Kong. She also received a BBA in Accounting from the Chinese University of Hong Kong.

Kirk Sims heads TRS’ Emerging Manager Program. Since being established in 2005, TRS has committed $5.9 billion to one of the largest programs of its kind. An additional $4.6 billion has been invested directly with EM Program graduates. Each graduate was selected as a result of consistent outperformance among a group of more than 218 EM managers.

Sims joined the Teacher Retirement System of Texas on March 1, 2019. Before joining Texas Teachers, he was a Senior Investment Officer for the Teachers’ Retirement System of the State of Illinois. Sims had oversight and management responsibility of TRS’s Emerging Manager Program, a $750 million evergreen pool of capital designed to identify and invest in emerging investment managers across all asset classes.

Prior, Sims worked at Prudential Retirement where he was responsible for a manager of manager’s retirement platform as well as an open architecture investment platform. He also has a background in asset management and has held various positions with both large and small asset managers.

Sims is a CFA charter holder and holds a Masters in Business Administration from the Columbia University Graduate School of Business. He received a Bachelor of Business Administration from Howard University in Washington, DC.

Navyug (Nav) Patel is currently the Deputy CIO of the New York State Common Retirement Fund (CRF). CRF is the third-largest public pension fund by assets under management in the United States. The fund invests in global equity, fixed income, private equity, real estate, real assets, credit, and opportunistically. He joined CRF in June 2015 as a Sr. Investment Officer. Before becoming Deputy CIO, he was also the Director of the Credit and Opportunistic/Absolute Return Portfolios. Previously Nav spent over a decade as an equity derivative sales trader at various investment banks including JP Morgan, Barclays and Jefferies. Nav holds a Master’s degree in Physics from Brown University and an Undergraduate degree in Physics from University of Florida.

Melissa J. Ma is a Co-Founder and Managing Partner of Asia Alternatives. She splits her time between Asia Alternatives’ Hong Kong and San Francisco offices. Ms. Ma is on the Firm’s Investment Committee and co-leads Asia Alternatives’ investments in secondaries, buyouts and direct co-investments. In addition, she oversees investor relations, asset allocation and investment strategy and process.

Prior to launching Asia Alternatives, Ms. Ma was a Director at H&F, a San Francisco-based private equity firm. She was involved with sourcing and monitoring H&F’s investments in financial and professional services. She helped manage H&F’s relationships with its investors and had a leading role in its fundraising activities.

Previously, Ms. Ma worked at McKinsey & Co., Inc. in the Hong Kong and San Francisco offices. From 1995-2000, she worked in the Hong Kong office of McKinsey in the Corporate Finance Practice and the Financial Institutions Practice. Ms. Ma was also a Financial Analyst in the Financial Institutions Group in the Investment Banking Division at Goldman, Sachs & Co.

Ms. Ma received an M.B.A. from Harvard Business School and holds an A.B. in Economics and East Asian Studies, magna cum laude, from Harvard College. She is proficient in Mandarin Chinese.

Ms. Ma currently sits on a number of Advisory Boards for several of Asia Alternatives’ private equity and special situations funds. In addition, she serves on the Boards of the East-West Center (appointed by US Secretary of State), Asia Society (Northern California), One Sky (formerly Half the Sky), Lick Wilmerding High School, San Francisco Zoo, and the Harvard College Fund Executive Committee. She is also a member of the Young Presidents Organization (YPO) Gold, the Council on Foreign Relations and the National Committee on United States-China Relations.

Ida Liu is a global financial services executive with extensive experience in wealth management, investment banking, and luxury fashion. Most recently, she served as Global Head of Citi Private Bank, leading a multi-billion-dollar business across 22 countries. Under her leadership, the firm achieved record-breaking growth, launched AI-driven advisory tools, and expanded access to private equity and hedge fund investments. Ida previously held leadership roles at Citi across North America and New York, and she founded both the Asian Clients Group and the Fashion, Retail & Media Group. Earlier in her career, she was a fashion executive at Vivienne Tam and an investment banker at Merrill Lynch and BT Wolfensohn. She currently serves on the boards of Asia Society, UCLA Health, and the Wellesley College Alumnae Board. Ida holds an EMBA from The Wharton School and a BA with honors from Wellesley College. She is fluent in English, Mandarin, and Spanish.

Tony Lee is a co-founder and Managing Partner of One Rock Capital Partners, LLC. Prior to founding One Rock, Mr. Lee was a Managing Director at Ripplewood Holdings. Mr. Lee joined Ripplewood in 1997 and was responsible for Ripplewood’s efforts in the global chemicals and industrial sectors. Prior to joining Ripplewood in 1997, Mr. Lee worked in the Mergers and Acquisitions group at Salomon Brothers in New York.

Mr. Lee earned an A.B. in Economics from Harvard College and serves on the Board of the National Association of Investment Companies.

Kevin Lam is a partner in the Investment Funds Group of Kirkland & Ellis LLP and focuses his practice on the formation, structuring, marketing, management and regulatory compliance of private equity and similar funds, as well as the operational, legal and regulatory issues faced by their sponsors. Kevin routinely counsels sponsors on fund-specific and firm-wide strategic and operational matters, including co-investment transactions, SPV formations, warehouse arrangements, “upper-tier” governance, internal restructurings and succession planning. In addition to representing well-established sponsors in prominent global fundraisings, Kevin has significant experience in working with early stage sponsors in all aspects of establishing their operations and raising capital. Kevin has formed funds ranging in size from under $100 million to over $15 billion.

June Kim is Senior Investment Director of the Total Fund Management Division for the California State Teachers’ Retirement System. She leads a team that oversees tactical and strategic asset allocation, balance sheet management, and investment risk management for the total fund. Before this role, she served for 10 years as the fund’s Director of Global Equity. Prior to joining CalSTRS, June was head of public equity for the Los Angeles County Employees Retirement Association. Her earlier experience includes index and quantitative portfolio management at Barclays Global Investors, Northern Trust, and Wilshire Asset Management, and institutional foreign exchange sales at Citibank. June currently serves on the advisory councils for the Association of Asian American Investment Managers (AAAIM) and the Women in Institutional Investments Network (WIIIN). June received her B.A. in Business Economics from the University of California at Los Angeles and is a 2019 Finance Leaders Fellow of the Aspen Institute and a member of the Aspen Global Leadership Network.

Eric J. Kim is Co-Founder and Managing Partner of Goodwater Capital, a multi-billion dollar venture firm and the world’s largest consumer tech-focused investing platform. He has led investments in leading consumer internet companies such as Kakao (KOSDAQ:035720), Musical.ly (acquired by ByteDance/TikTok), Coupang (NYSE: CPNG), Xendit, Viva Republica (Toss), Daangn Market (Karrot), MoMo, Scentbird, Hallow, and Everlywell.

Prior to co-founding Goodwater, Eric was a Managing Director at Maverick Capital, where he helped build Maverick’s private investments and venture capital business. He began his career as a Business Analyst with McKinsey & Company.

Eric majored in Cognitive Science at Yale University (Phi Beta Kappa, magna cum laude) and was a member of the Grammy-nominated Yale Cellos. He also earned an MBA from Stanford University’s Graduate School of Business.

Eric serves on the Board of Advisors for Yale University’s School of Music, the Johns Hopkins Alliance for Science and Technology, and the St. Thomas More Chapel at Yale University.

Prashant is the founder of WhiteOak Capital Group, an investment management firm serving investors across the world with AUM of US$ 10bn.

Prior to WhiteOak, Prashant spent 17 years at Goldman Sachs Asset Management (GSAM) where he was the CIO and Lead Portfolio Manager of Global Emerging Markets as well as India Equity at the time of his departure.

Prashant started his professional investing career in 1998 at State Street Global Advisors in Boston, USA. He joined GSAM in 2000, and rose to become Senior Portfolio Manager and Co-Chair of the Investment Committee of the US Growth Equity team. He returned to Mumbai in 2006 to start GSAM India, which he led as the CIO until 2017. He was also made the CIO of GEM Equity in June 2013. With top ranking peer group performance, Prashant won several accolades and awards over the years.

Prashant graduated with honors from Mumbai University with a BE in Mechanical Engineering and earned an MBA in Finance from Vanderbilt University, where he received the Matt Wigginton Leadership Award for outstanding performance in Finance.

Prashant is a fellow of the Ananta Aspen Centre, India. He is an avid cricket and chess fan. He
resides in Singapore with his wife and children.

Norman Chen is the Chief Executive Officer of TAAF and brings a thirty-year career in entrepreneurship, healthcare and community leadership in the United States and Asia. Norman is passionate about building organizations in both the nonprofit and private sectors that positively impact society.

Prior to his appointment at TAAF, Norman co-founded the nonprofit Leading Asian Americans to Unite for Change (LAAUNCH) and helped to create a landmark study, The STAATUS Index, of American attitudes towards Asian Americans.

As a healthcare entrepreneur, Norman was the founder and CEO of Asia Renal Care, a network of specialty medical centers in six countries, and co-founder of DeltaHealth Hospital, a world-class hospital in partnership with Columbia Heartsource. As a venture capitalist, Norman led successful life sciences investments at Fidelity Asia Ventures (now Eight Roads) and 6 Dimensions Capital.

Norman grew up on the East Coast and currently lives in the Bay Area. He has been a board or advisory council member at The Nature Conservancy (CA), Children’s Medical Foundation (HK), SF Marine Science Institute, and Positive Coaching Alliance. He holds a B.S. degree from MIT and an MBA from the Stanford Graduate School of Business.

Ayodele is a seasoned executive with experience in the financial services, technology, and real estate sectors. She began her career at Blaylock Van, LLC, (BRV), Wall Street’s longest continuously operated African American investment banking and financial services company. She previously served as Director of the Office of Executive Initiatives at the New York State Dormitory Authority (DASNY), New York State’s public finance and construction authority. At DASNY, she developed Authority-wide diversity programs and initiatives to broaden procurement opportunities and increase utilization of women and minority-owned businesses in financial and professional services.

Prior to joining the Comptroller’s office, she served as a Principal with Harpia Asset Management, an MBE certified mission-driven real estate investment and development company based in New York City whose core principles include socially responsible investing and sustainable development. She also co-founded Thando Holdings, a global fashion and technology company with locations in New York City and Lagos, Nigeria focused on creating a global platform for African artists and their fashion products.

Ayodele is a Trustee Emeritus of New York University. She earned a BA in Economics from New York University and an MBA from New York University’s Leonard N. Stern School of Business.

Johnny Wu is Founder and CEO of WallStreetX ETFs, a start-up asset management firm that he launched in 2025 “Taking the Best of Wall Street to Main Street via ETFs” leveraging top investment banks and asset managers. Johnny is a Wall Street veteran having worked on both the buy side and sell side over 25 years. Johnny earned his Bachelor of Arts in Economics – Mathematics from Columbia College and his Masters of Business Administration in Finance from Columbia Business School. Johnny, his wife and two children reside in New York City.

Jonathan Grabel is the CIO for the Los Angeles County Employees Retirement Association (LACERA). Mr. Grabel manages a $85 billion defined benefit pension fund on behalf of LACERA’s 194,000 active and retired members. He also oversees the investments for the LACERA-administered $5 billion healthcare benefits program.

Prior to LACERA, Mr. Grabel was the CIO for New Mexico PERA, where he oversaw the investments for the agency’s $15 billion defined benefit fund and the associated PERA SmartSave deferred compensation plan. Previously, he was a general partner at a private equity firm focused on growth-stage investments in technology, networking industries, and digital communications. Earlier in his career, Mr. Grabel was an investment banker.

Mr. Grabel received his BS in economics from the University of Pennsylvania Wharton School of Business and his MBA from the University of Chicago Booth School of Business. He is a CPA (inactive).

Hester Cai serves as a Portfolio Director for TMRS with a focus on private credit. Previously, she was a portfolio manager on MassMutual’s alternative investment team, focusing on strategic and alternative investments for the company’s general account. Prior to joining MassMutual, she was with PIMCO’s Financial Institutions Group, advising banks and insurance companies on fixed income strategies. Hester started her career working on derivative hedging and pricing at AEGON USA Investment Management and Aviva Investors.

Hester holds an MBA degree (honors) from the University of Chicago Booth School of Business and a bachelor’s degree (high distinction) from the University of Iowa. She is a CFA, CAIA and FRM charter holder.

Mike Fang is senior portfolio manager at the Maryland State Retirement and Pension System (MSRPS), where he oversees more than $18 billion across public and private credit, derivatives, and commodities. He co-leads the system’s thematic investment team and manages portfolio construction across core fixed income, opportunistic credit, private credit, and portable alpha overlays. His mandate also includes co-investments, impact investing, and macro strategy.

Fang joined MSRPS in 2019 after serving as senior fund manager at MissionSquare Retirement, where he led the development and launch of the firm’s first defined contribution alternative assets fund and managed over $10 billion in target-date and multi-asset portfolios. His earlier experience includes investment strategist roles at T. Rowe Price and structured finance consulting at Kaufman Hall.

He was also an advisor to several startups in the healthcare, fintech and ESG sectors and has been actively involved in academic initiatives through Yale University, where he earned his MBA. Fang also holds an M.S. in financial mathematics from the University of Chicago and brings over 15 years of experience in manager due diligence, macro investing, and portfolio innovation across asset classes.

Miguel Silva is an Associate Investment Manager at CalPERS, where he leads strategy and engagement for the System’s emerging manager platforms across private markets. Based within the Sustainable Investment team, Miguel focuses on identifying next-generation investment management talent and oversees emerging manager strategies in Private Equity, including GCM DEM, GCM Elevate, and TPG Next funds. He also serves as a liaison between the Investment Office and external managers, stakeholders, and advocacy groups.

Miguel began his investment career in 2002, later serving as an Associate Director with Marcus & Millichap Investment Services, where he raised capital and syndicated multiple real estate partnerships. He transitioned into financial services in 2010 before joining CalPERS in 2013.

Miguel is a first-generation Portuguese American and is fluent in Portuguese and Spanish. He was born and raised in San Diego, California, and earned dual Bachelor of Arts degrees in Political Science and History from the University of California, Davis.

Tony joined Leading Edge Investment Advisors in April 2023. His focus is on portfolio management and manager research. He uses his experience to provide recommendations that serve client objectives. Tony is a member of the Investment Committee and client team.

Tony served as Senior Vice President at Bivium Capital Management where he created the Fixed Income product and managed the underlying portfolios. This accounted for approximately $1 billion in total assets for the firm. He led the firm’s efforts in capital markets research and economic insights. Tony worked with Progress Investment Management Company as Senior Vice President and Portfolio Manager. He was responsible for managing all fixed income products as well as select equity and multi-asset class portfolios. Tony directed manager sourcing, portfolio construction, and allocation. He was a voting member of the Investment Committee. Earlier experience includes serving as Senior Portfolio Manager at the San Francisco Employees’ Retirement System (SFERS). He oversaw the organization’s $10 billion public equity portfolio, supervised the underlying sub-manager relationships, and managed $2 billion in internal capital. During his time as an Investment Officer with the State Universities Retirement System of Illinois, he oversaw the emerging manager of managers program. His prior experience includes various asset management, research, and corporate finance roles with Citigroup, Silverado Capital and Citadel Investment Group.

Tony earned his Master of Business Administration from the University of Illinois at Urbana-Champaign and a Bachelor of Arts in Economics from the University of Chicago. Tony has been a member of the Association of Asian American Investment Managers since 2010. He served on the Board of the organization from 2017-2022.

Kim Y. Lew is CEO of Columbia Investment Management Company which manages the endowment of Columbia University in the city of New York. Previously, she was the CIO of Carnegie Corporation of New York, the private grant making foundation founded by Andrew Carnegie in 1911 which she joined from the Ford Foundation. Lew started her career in the middle market banking group of Chemical Bank and following business school joined Prudential Capital Group.

Lew graduated from the Wharton School of the University of Pennsylvania with a B.S in Economics and from the Harvard Graduate School of Business with an MBA. She is a CFA charterholder and has served as both a standard setter and grader.

Lew was awarded the Lifetime Achievement Award by Institutional Investor and has been on the CIO Power 100 list since 2018.
Lew is on the Boards of Ariel Investment Management Mutual Funds, Girls Who Invest and the Public Theater. She serves on the investment committees of the National Gallery of the Arts and the William Penn Foundation. Most importantly, she is the mother of two amazing daughters.

Brian O’Neil joined the Robert Wood Johnson Foundation as Chief Investment Officer in January 2003, and retired in March 2023. In that role, he was responsible for management of the Foundation’s $13 billion investment portfolio, and the 15 person investment team.

O’Neil worked at the Equitable Life Assurance Society from 1980 to 2002. He was named Chief Investment Officer in 1992, at the time the company demutualized and went public. In this role he was responsible for Equitable’s general account investment portfolio, as well as relationships with ratings agencies and investors. In 1995, he moved to AXA’s headquarters in Paris, where we was global head of Asset/Liability Management and, in 1997, was named Chief Investment Officer of AXA Investment Managers Paris. On his return to Equitable, he became head of the Variable Life and Annuity Funds Management business.

O’Neil is a trustee of the Brooklyn Public Library System. He received an MBA from the Columbia Graduate School of Business, and an AB from Princeton University. He received the CFA designation in 1983. Since July 2025, Brian is the interim CIO of the Wallace Foundation.

O’Neil lives in Brooklyn, is married, and has four children.

Parag Vora is the Founder and Portfolio Manager of HG Vora Capital Management. Parag oversees the Firm’s investment and strategic decisions. Prior to forming HG Vora, Parag was an investment professional at Silver Point Capital where he focused on investing across the capital structure of public and private companies with an emphasis on distressed and event driven situations. Prior to Silver Point, Parag was a Vice President in Goldman Sachs’ Investment Banking Division. Parag holds a Bachelor of Arts from the University of Michigan and subsequently received a Juris Doctor and Master of Business Administration from New York University.

Himani is Head of Structured Credit at Nuveen. She is responsible for leading the structured credit business at Nuveen and manages investments in loans and structured products across Nuveen-managed CLOs and various fixed income strategies.

Previously, Himani served as a co-Head of Investments at Nuveen’s affliliate, Symphony Asset Management. She joined the firm in 2004 on the convertibles desk, helped launch its CLO platform in 2005 and becaome co-Portfolio Manager for all structured products in 2008.

Prior to joining Nuveen, Himani worked on securitized products at Washington Mutual Bank and started her career in Finance at ICICI Bank in India.
Himani graduated with a B.S. in Chemical Engineering and a M.B.A. in Finance from Gujarat University, India and a Masters in Financial Engineering (MFE) from the Haas School of Business at University of California, Berkeley.

Divya Nettimi is the Founder & Chief Investment Officer of Avala Global, a fundamental long/short equity hedge fund that takes a concentrated, research driven approach to investing in companies globally. The firm focuses on compounding capital at a high rate of return while also employing a disciplined approach to valuation and risk management. Avala invests in companies across market caps and styles, with an emphasis on identifying key themes in tandem with its bottom-up approach. Prior to founding Avala, Divya was a Portfolio Manager at Viking Global Investors, where she led the TMT team with a $4b+ portfolio and served on the Investment Steering Committee. Divya began her 15+ year investment career as an Investment Analyst at Goldman Sachs Investment Partners. Divya received an MBA from Harvard Business School and a B.S. in Biomechanical Engineering from Stanford University.

Richard Fontaine is the chief executive officer of the Center for a New American Security (CNAS). He served as president of CNAS from 2012–19 and as senior fellow from 2009–12. Prior to CNAS, he was foreign policy advisor to Senator John McCain and worked at the State Department, the National Security Council (NSC), and on the staff of the Senate Foreign Relations Committee.

Fontaine served as foreign policy advisor to the McCain 2008 presidential campaign and subsequently as the minority deputy staff director on the Senate Armed Services Committee. Prior to that, he served as associate director for Near Eastern affairs at the NSC from 2003–04. He also worked on Southeast Asian issues in the NSC’s Asian Affairs directorate.

At the State Department, Fontaine worked for the deputy secretary and in the department’s South Asia bureau. Fontaine began his foreign policy career as a staff member on the Senate Foreign Relations Committee, focusing on the Middle East and South Asia. He also spent a year teaching English in Japan.
Fontaine currently serves as executive director of the Trilateral Commission and was a member of the Defense Policy Board from 2021 to 2025. He has been an adjunct professor in the security studies program at Georgetown University’s School of Foreign Service.

A native of New Orleans, Fontaine graduated summa cum laude with a BA in international relations from Tulane University. He also holds an MA in international affairs from the Johns Hopkins School of Advanced International Studies in Washington, and he attended Oxford University. He lives in Virginia with his wife and their four children.

Nicola Goll is the Head of Americas as well as a Senior Portfolio Manager for Private Equity of the newly formed Unified Global Alternatives (UGA) division which went live in January 2025. In her role, Nicola is responsible for and oversees Private Equity research, origination and investment selection across the Americas region on behalf of UBS’ Asset Management and Wealth Management clients and acts as portfolio manager for separate accounts. Previously, Nicola was a portfolio manager and Head of Americas for Private Equity within UBS Asset Management, responsible for sourcing and executing on primary, secondary and co-investment opportunities across the region. Nicola joined the UBS Private Equity Investment Team in 2016. Before joining UBS, Nicola worked for the London-based secondary and co-investment specialist Keyhaven Capital Partners.

Michael Lombardi is the Director of Credit at the New York State Common Retirement Fund (NYSCRF), focusing on private credit strategies including direct lending, distressed and special situations, structured credit and specialty finance. Previously, he was with the Real Assets team covering investments in infrastructure, timber and commodities. NYSCRF is the third largest public pension plan in the U.S. with an estimated $285 billion in assets. Prior to moving to Albany, NY, he was a Senior Portfolio Manager, Strategic Investments for the Florida Retirement System Trust Fund. Mr. Lombardi earned a BS in Civil Engineering from The Cooper Union and an MBA from Fordham University, both in NYC. He also holds the CFA and CAIA financial designations.

Richard joined Tulane’s Investment Management Office in 2013 and became CIO in 2021. Prior to Tulane, he helped manage a multi-billion dollar global private equity portfolio in Bessemer Trust’s Private Equity Funds Group. Before Bessemer, Richard worked in the investment office at The Andrew W. Mellon Foundation. His previous experience also includes investment banking at Houlihan Lokey and investment consulting at Cambridge Associates. Richard has a BA in Economics and Chinese from Williams College and an MBA from Columbia Business School.

Theresia Gouw is a co-founder of Acrew, a leading venture firm. Previously, she served as Managing Partner at Accel and Aspect. In addition to Acrew’s early stage funds, the firm launched Acrew Diversify Capital Fund, a growth stage fund to include diverse individual LPs in the cap tables and networks of leading tech companies. Theresia has worked with many companies through IPOs or acquisitions including Forescout (FSCT), Imperva (IMPV), Trulia (TRLA), Hotel Tonight (ABNB), Astro (WORK), and LearnVest (Northwestern Mutual). Some of the investments she’s led include Arthur.ai, Cato Networks, HYCU, Ketch, Observable, and Solv.

Theresia is a first-generation immigrant and a passionate supporter of educational causes and increasing diversity in the tech industry. Theresia was named to Forbes’ 50 Over 50 list, 100 Most Powerful Women list and Midas List (9x), Time’s 40 Most Influential Minds in Tech, and Carnegie’s annual Distinguished Immigrants List.

David Lam holds over 25 years of global technology investment and operating experience, and spent the past 15 years funding transformational companies across the semiconductor industry from Capital Equipment to Manufacturing to New Materials to Integrated Circuits to AI Data Centers. He began his investment career over two decades ago at The Carlyle Group and subsequently held senior partnership positions at several leading deep technology investment firms, most recently Atlantic Bridge Capital where he served as a General Partner for over 10 years. David currently serves as a Senior Advisor to BRV Capital Management, as a Board Member of Multibeam and SweGaN, and as an Advisor to Syntiant and TetraMem. David holds a BS in Industrial Engineering and MA in Sociology from Stanford University, and an MBA from the MIT Sloan School of Management.

Aileen is the founder of Cowboy Ventures, a leading seed-stage focused venture firm investing in enterprise and consumer software including companies like Dollar Shave Club, Drata Security, Guild and Ironclad Software. Prior to Cowboy, Aileen was a partner at Kleiner Perkins for over a decade, founding CEO of digital media company RMG Networks and worked at Gap Inc in operating roles.

Aileen is also known for coining the business term “unicorn” and is a co-founder of All-Raise, a non-profit to accelerate success for women in the tech ecosystem. She has been included on the Forbes Midas List, Fortune’s Most Powerful Women, Time Magazine’s 100 most influential people. She has degrees from MIT and HBS, is a mom of 3 and wife to a startup founder.

Ed Cong is a Partner and a Member of the Executive Committee and Investment Committee. Mr. Cong is responsible for portfolio construction, asset allocation and overall fund strategy for Marathon’s long-only, high-yield and private asset-based investment strategies. He is currently a portfolio manager for asset-based lending and structured finance investments in Marathon’s investment vehicles, including separate accounts. He joined Marathon from Citigroup Corporate Investment Banking where he specialized in asset-backed debt financings in the firm’s Financial Institutions Group. Previously, he worked as a quantitative researcher at Morgan Stanley Capital International. He holds a BS in Operations Research and Financial Engineering from Princeton University.

Alex Cha is a Partner and Co-Chief Investment Officer. He serves as a member of the Investment and Executive Committees. Alex is responsible for asset allocation, sector selection, asset selection, trading and risk management. He joined 400CM from Banc of America Securities where he was the Head of ABS Credit Trading, responsible for a team of traders and quantitative analysts committing capital in private label residential mortgage backed securities, credit derivatives, whole loans and residuals. During his fourteen-year tenure at BAS, Alex also spent time in London developing the firm’s expertise in dollar and non-dollar denominated ABS as Head of European ABS trading and syndicate. Prior to London, Alex’s trading responsibilities included Head of Structured Finance, Collateralized Debt Obligations (“CDOs”) trading and syndicate, Agency Collateralized Mortgage Obligations (“CMOs”) trading and ABS trading. Before joining the financial industry, Alex worked at Lockheed Martin where his primary responsibility was Naval Weapons Systems design for the U.S. Navy. Alex holds a Master’s degree in Electrical Engineering from Johns Hopkins University and an MBA from the University of Chicago. Alex also holds a B.S. in Computer Science from Rensselaer Polytechnic Institute.

Mina Pacheco Nazemi is the Head of the Diversified Alternative Equity team and serves on the investment committee. She is responsible for originating, underwriting and monitoring GP relationships, direct/co-investments and continuation vehicle opportunities for private equity and real assets. Mina has worked in the industry since 1998 with experience as a general partner and limited partner investor in private markets and focused on underwriting direct/co-investment opportunities. Prior to joining the firm in 2017, Mina held several leadership and investment positions including co-founder and partner at Aldea Capital Partners and partner and investment committee member at GCM Grosvenor Customized Fund Investment Group (formerly Credit Suisse CFIG). She is an alumna of Sponsors for Education Opportunity (SEO) and the Robert Toigo Foundation. She is also a board member of the Pan American Development Fund and serves on the investment committee for the City of Hope and Cal State Los Angeles. Additionally, Mina is a current Finance Fellow for The Aspen Institute. Mina holds a Bachelor of Arts with honors in Economics and Political Science from Stanford University and her Master of Business Administration from Harvard Business School.

Ingrid has extensive global investing experience in identifying investment opportunities in Asia and healthcare. Before co-founding MayTech, Ingrid served as the Managing Director of China Equity Research at Oppenheimer & Co. Previously, she led China research as a Senior Research Analyst at Brean Capital. She also was an Asian Equity Analyst at Wellington Management, and a global healthcare specialist at Sirios Capital Management. Before her career in finance, Ingrid was a Research Fellow and Senior Research Scientist at Memorial Sloan-Kettering Cancer Center.

She earned her B.S. from Beijing University, an M.B.A from MIT Sloan School of Management, and a Ph.D. in Biochemistry from SUNY-Stony Brook. Ingrid currently serves on the external advisory board of the Chemistry Department at Stony Brook University.

Ms. Suo is the Head of Alternative Credit at the Bureau of Asset Management, Office of New York City Comptroller Brad Lander. In this role, she is responsible for the Alternative Credit allocation of the five New York City pension systems. Prior to joining the Bureau, Ms. Suo was responsible for investment due diligence and risk oversight of various fixed income strategies at New York Life Investment Management. Previously, Ms. Suo also held risk management, trading, and portfolio management roles at PIMCO and Goldman Sachs.

Ms. Suo received her Masters of Business Administration from London Business School and her Bachelor of Science in Information and Decision Sciences from University of Science and Technology of China.

May Ng is Chief Investment Officer of the Robert Wood Johnson Foundation, a private philanthropic organization dedicated to improving the health and wellbeing of everyone in the United States. She leads the team responsible for managing the Foundation’s $13 billion endowment.

May has nearly 20 years of experience in endowment and foundation investment management. Prior to joining the Robert Wood Johnson Foundation in 2023, she served as Vice President and Chief Investment Officer for the Annie E. Casey Foundation. Earlier in her career she was a Senior Investment Officer in George Washington University’s Investment Office. May holds an MPA with a concentration in Economics and Public Policy from Princeton University and a BA in Political Science from Williams College. She currently serves on the investment committees of Williams College, the William Penn Foundation, the France-Merrick Foundation and Georgetown Day School.

Sylvester McClearn (Sly) is the Director of the Emerging Manager Program for the New York State Common Retirement Fund (“NYSCRF”). Sly coordinates the investment activities and interactions with Emerging Managers and represent NYSCRF in the extensive network and ecosystem of Emerging Managers. Sly manages and monitors the $11.6 billion Emerging Manager portfolio of public and private assets across Equities, Fixed Income, Real Estate, Real Assets and Credit/Opportunistic asset classes. Sly received both a B.S. and M.B.A. from Fordham University and is currently a Trustee Fellow of the University. Sly is an active member in industry associations such as AIF Global (AIF), National Association of Security Professionals (NASP), New America Alliance (NAA), National Association of Investment Companies (NAIC), Security Traders Association (STANY), and Sponsorship for Educational Opportunity (SEO).

Michelle Knudsen serves as the Chief Investment Officer for New York University (NYU), overseeing the University’s investment team and multi-billion-dollar investment portfolio. Prior to joining NYU, Michelle was the Senior Portfolio Manager at the Andrew W Mellon Foundation, where she oversaw the Diversified Strategies portfolio and led key investments across the Public and Private Equity programs. Before that, Michelle held a series of increasingly senior roles at Partners Capital. Mostly recently she was the Head of Absolute Return and Credit while leading the firm’s New York office. Michelle began her career as a financial analyst at Goldman Sachs. She holds a BA from Stanford University.

Thomas works closely with the Chief Investment Officer at the Maryland State Retirement and Pension System ($75 billion), overseeing Equity, Fixed Income, Alternative Assets, Cash, and Investment Operations.

Prior to joining Maryland in August 2024, he served as Deputy Chief Investment Officer at the Tennessee Consolidated Retirement System (TCRS) where he oversaw $106 billion across the pension fund, endowments and trusts. Since 2010, he has served in a variety of roles at TCRS.

Thomas has worked in both a mutual fund group and on the sell-side telecommunication team at Legg Mason. In 2000, Thomas joined ASB Capital Management in Washington, D.C., as a fixed income and equity analyst. Shortly thereafter, he became a portfolio manager, overseeing a $500 million corporate bond portfolio. In 2006, he joined Calvert Investments as an associate portfolio manager where he directed $6 billion in fixed income investments. He also managed a team of credit analysts at MTB Investment Advisors.

He earned an MBA from the University of Maryland-College Park and a B.A. from Towson University. He also holds a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designation.

Ms. Soh is Chief of Capital Formation and Investor Relations for GrowthCurve Capital and a founding member of the firm. GrowthCurve is a private equity firm focused on building world-class businesses by leveraging data, analytics, and machine learning, combined with a comprehensive approach to human capital, to accelerate growth and drive value creation. GrowthCurve focuses on control-oriented private equity investments primarily across the financial and information services, healthcare, and technology sectors.

Previously, she was a Partner, Chief of Strategy and Capital Development at Two Sigma, a financial sciences firm, where she led the growth initiative and capital development efforts for their private investment activities. She was responsible for overseeing the marketing process, strategy and leading the team in new business development. Prior to that, Susan was a founding partner and Global Head of Marketing and Client Services at Perella Weinberg Partners (PWP). In this role, she was responsible for marketing and client services, strategic business development, and sourcing new managers for PWP’s asset management business in hedge funds, private equity, private credit, real assets, and an outsourced CIO business with an ESG focus. Prior to PWP, she was Managing Director and Head of Hedge Fund Marketing at Highbridge Capital Management, a large multi-asset management firm. Previously, she was a vice president at Lightyear Capital, a financial services private equity firm where she was responsible for business development and investor relations. Earlier in her career, Susan was a Vice President at Bear Stearns Merchant Banking and an M&A Banker at Bear Stearns. She began her career as a corporate attorney at Cravath, Swaine and Moore. Ms. Soh holds a B.A. in Economics, summa cum laude, from Yale and a J.D. cum laude from Harvard Law School. She is a frequent speaker at industry conferences discussing private investment strategies, investment trends and outlook as well as topics on ESG, Diversity & Inclusion, and Women in Investing. Ms. Soh is an active board member of AAAIM (Association of Asian American Investment Managers), a founding member of AIF Global’s Women’s Investment Forum Steering Committee and a member of the Private Equity Women’s Investment Network (PEWIN). She was the recipient of the AIF Women Investor Trailblazer Award in 2020 and “Best Investor Relations Team 2012” Award by Hedge Funds Review.

David is a Managing Director on the Portfolio Advisory team and has over 18 years of experience in alternative investments. He is responsible for alternative investment programs in the Americas, including portfolio management and construction, as well as manager evaluation. David leads alternatives coverage for Aksia’s institutional Canadian clients.

Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man FRM focused on sourcing and evaluating alternatives strategies, as well as active portfolio management. Prior to Man FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered institutional clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange.

David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University.
In 2023, David was recognized as a Knowledge Broker by Chief Investment Officer. In 2024, David was named Institutional Consultant of the Year by Institutional Investor.

Seiji Nishimura serves as the Head of US Intermediaries at Pictet Asset Management, part of the Pictet Group, a prestigious independent investment partnership founded in Europe in 1805 that oversees approximately $900bn in client assets*. In this pivotal role, he leads the team responsible for the Intermediary Distribution business across the United States, cultivating strategic relationships with key players including Wirehouses, Private Banks, Registered Investment Advisers (RIAs), Outsourced Chief Investment Officers (OCIOs), and Insurance Companies.

Prior to his move to the US in 2021, where he was a founding member of Pictet’s inaugural New York office, Seiji was a member of the US business development team at Pictet Asset Management’s London office. He has over 16 years of experience with the firm, all in distribution of Pictet’s investment solutions to some of the world’s largest financial institutions, having joined in June 2009.

Seiji holds a Bachelor of Science and a Master of Science in Economic History from the London School of Economics and Political Science (LSE).

Ms. Jung is a Talent Partner on the Healthcare team, having joined in 2022. Ms. Jung focuses on executive talent strategy and management and is responsible for helping WCAS’s healthcare companies build best- in- class leadership teams. She brings nearly a decade of executive search experience, having placed hundreds of leaders in many of the healthcare industry’s top organizations. Prior to joining WCAS, Ms. Jung served as a Partner at Oxeon Partners, a leading retained executive search and investments firm where she partnered with innovative healthcare organizations, boards and investors to build high performing, diverse leadership teams. Ms. Jung co-founded Break Into The Boardroom, an initiative that seeks to drive gender parity in privately held healthcare boards. She currently sits on the Board of Abzena, a WCAS portfolio company and The Moth, a nonprofit organization dedicated to the craft of storytelling. Prior to her career in executive search, Ms. Jung spent 15 years in the healthcare industry where she held commercial leadership roles in the pharmaceutical and medical technology industries at companies such as Merck, Guidant, and Boston Scientific.

Helen Huang serves as a Senior Investment Officer at MassPRIM (Massachusetts Pension). With over 15 years of investing experience in both Limited Partner and General Partner roles, she helps lead PRIM’s $19B PE portfolio. Helen’s previous LP experience included being a private asset investor at Harvard Management Company. In her prior career she also worked at GPs such as Summit Partners. Helen started her career at Merrill Lynch/Bank of America. Helen graduated with a Bachelor of Science in Finance from the University of Virginia and an MBA from Harvard Business School. Helen was named on the 40-under-40 list by Private Equity International in 2025.

Tod Trabocco is Head of Private Debt Advisory for StepStone Private Debt (part of StepStone Group), responsible for helping public and private pension plans, insurance companies, endowments and foundations build private credit portfolios through primary fund investments, co-investments and bespoke SMAs and sits on the Private Debt Advisory Investment Committee. He also acts as a product specialist for StepStone Group’s credit interval fund (CRDEX) and business development corporation (SCRED). Prior to joining StepStone Private Debt, Mr. Trabocco served as a consultant and product specialist at Aksia, where he sat on the firm’s credit fund investment committee. Prior to Aksia, he served as Head of Product for ITE Management, a leading transportation leasing fund. Prior that he was Cambridge Associate’s first Head of Private Credit, leading private credit manager research and selection globally and chairing that firm’s Credit Investment Committee. He began his career in private credit in 2005 as Head of Research and Underwriting for LBC Credit Partners, now CIFC’s direct lending unit.

Mr. Trabocco has authored numerous white papers on private credit and serves as a subject matter expert for the CFA Institute’s private credit curriculum development efforts and his work has been used as part of the CAIA Level II curriculum. He holds a MBA from Columbia Business School and a MALD from the Fletcher School of Law and Diplomacy at Tufts University.

As Chief Investment Officer and Deputy Comptroller for Asset Management, Steven Meier oversees investments for the five New York City retirement systems.

Mr. Meier brings over 40 years of experience in both the public and private sectors, previously serving as Assistant Treasurer and Interim Chief Investment Officer for the Connecticut Office of the State Treasurer Shawn T. Wooden, overseeing the investments of Connecticut’s $40 billion public pension system. Previously, Meier spent 17 years at State Street and State Street Global Advisors, where he rose to Executive Vice President and Chief Investment Officer for Global Fixed Income, Currency, and Cash Management, overseeing over $900 billion in assets. In addition, he was a member of SSGA’s Investment Committee for over 10 years, with responsibility for more than $2.3 trillion in Global Investments.

Prior to his time at State Street, he worked at Credit Suisse First Boston as Director, Global Head of Fixed Income & Money Market Electronic Trading and Senior Trader in their Global Financing Group. His experience also includes roles at Oppenheimer Capital, Merrill Lynch Capital Markets, and Irving Trust Company.

Meier is a CFA Charter Holder and certified Financial Risk Manager. He holds an MBA from Indiana University’s Kelly School of Business and a BBA from Hofstra University’s Zarb School of Business.

Tina Surh is the Founder and CIO of Sonamu Group, where she runs a single endowment-style partnership on behalf of a number of foundations and family offices, including for other money managers and industry peers. Sonamu’s mandate is broad, global, and highly flexible – investing about 2/3 of the fund via external manager partners and 1/3 internally across equity, credit, real assets and rates. Sonamu has a simple purpose – sustained exceptional compounding. Tina was previously the Chief Investment Officer of New York University and has a long track record of accomplishing change. As CIO for New York University she was credited with transforming the endowment, delivering industry leading risk-adjusted returns over a decade while growing from $1.5 billion to $3.5 billion in assets, and building out a strong platform for future growth; and also as CIO for Gruss & Co.’s single-family office, leading a full program redesign while also exceeding performance goals. Tina has also worked as a private equity investor, got her start at Bain & Co., and graduated from Harvard Business School and Tufts University, where she majored in drama and design, and is a Trustee Emeritus. She actively serves on a variety of boards, including the Alliance for Young Artists & Writers, Salvation Army Investment Committee, and Tufts Engineering School, and champions creativity applied to any vocation.

Debora Green is an Investment Officer in the Fixed Income Private Credit team at California State Teachers’ Retirement System (“CalSTRS”). She has been integral in the buildout and management of CalSTRS’ Direct Lending portfolio, which has a 2% target allocation of the total fund. She supports the sourcing and underwriting efforts for direct lending strategies across North America and Europe. She has focused on Private Credit investments (initially as part of CalSTRS’ Innovative Strategies team) since 2022. Before her current role, Debora helped manage CalSTRS’ Private Equity portfolio since joining CalSTRS in 2016. Prior to that, she worked at Franklin Templeton Investments.

Sandor Hau is a Managing Director and President of Charlesbank Credit. He oversees the firm’s credit team and investing strategy. Sandor joined Charlesbank in 2016 from Nomura Securities, where he was a Managing Director and Head of Corporate Credit and Special Situations. Previously, he was a Managing Director at Goldman Sachs and Head of Credit Investing and Private Equity within the principal strategies group.

Sandor is currently a board member for Learfield, a media and technology services company focused on college sports, and Interon Labs, a biotechnology company focused on neuro-immunotherapy.

He is a member of the Council on Foreign Relations and the Investment Working Group at Ohio State University. Sandor is actively involved with the Korean American community as co–chairman of The Korea Finance Society, a board member for The Korea Society and a member of the Council of Korean Americans.

Sandor received a BS in Economics, summa cum laude, from the Wharton School of the University of Pennsylvania and an MBA from Harvard Business School. He was also a Rotary Scholar at Yonsei University.

Sandor was born and grew up in Lancaster, PA, and is a big Philadelphia sports fan. He currently lives in Rye, NY, and is actively involved with community and sports activities with his four kids.

Roy received his Bachelor’s Degree from the University of California, Berkeley, and his Master’s in Business Administration from Northwestern University. Roy has been part of K1’s Dilligence team since March 2015, and currently is a Deal Lead on Comply, Atera, ControlUp, Cyara and ELMO, all of which are top-performing K1 portfolio companies.

Sona Menon is a Managing Director within Morgan Stanley Wealth Management’s Global Investment Office. She serves as the Head of the Outsourced Chief Investment Office (OCIO), overseeing the Endowment & Foundation, Retirement, Taft-Hartley, Government, and Ultra High Net Worth segments.

Prior to this, Sona spent more than 23 years at Cambridge Associates, most recently as OCIO and Partner, managing $25 billion of institutional assets. She was also the Head of Cambridge Associates’ Pension Practice for North America, with responsibility for growth strategy and talent development as well as managing investment staff and business development. She served on the firm’s Global Diversity Inclusion & Equity Council, Digital Strategy Committee, 401(k) Committee and Diverse Manager Council. Sona also spent four years at JP Morgan in Sales & Trading and Sovereign Risk Research.

Sona holds a BA in Government/International Relations from Cornell University and an MBA from Harvard Business School. She serves on boards of the Association of Asian American Investment Managers (AAAIM) and the Ummeed Child Development Center and is on the President’s Council for Cornell Women.

Sonya Park is a Private Equity Portfolio Manager at AustralianSuper ($250 billion pension fund), based in New York. Sonya is responsible for AustralianSuper’s Private Equity activities in the US and Europe, including fund investments, co-investments and co-underwrite investments. Prior to joining AustralianSuper in 2024, she held several roles in private equity directs, primaries and co-investments at Starr. She started her career in investment banking at Citigroup. Sonya has a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.

Nicholas Pon is Managing Director at the $10 billion YMCA Retirement Fund, a New York City-based pension plan serving YMCA employees nationwide. Since joining in 2016, he has led the Fund’s investments in uncorrelated strategies across public and private markets, building and managing a global portfolio of hedge funds and alternative investments aimed at delivering returns independent of broader market swings.

Prior to joining the Fund, Nicholas developed his expertise in alternative investments at General Motors Asset Management’s Absolute Return Strategies group and UBS’s Hedge Fund Solutions group. He earned a BS in Finance from Bentley University and is a CFA.

Natalie Zhao is a vice president of D. E. Shaw & Co. (London), LLP and a member of the D. E. Shaw group’s Investor Relations department. Ms. Zhao operates from the firm’s London office and focuses on marketing and client service in the Europe, Middle East, and Africa region. Prior to joining the firm in 2018, she worked in the consumer packaged goods industry as a sales and marketing manager. Ms. Zhao received her M.F.A. from the Columbia University School of the Arts and her B.A in English literature, with high distinction, from the University of Virginia.

Brian Tan is a Senior Investment Associate at Children’s Hospital of Philadelphia Foundation (CHOP), where he primarily spends time on the VC, PE, and RE portfolios. Previously, Brian held investment roles at The James Irvine Foundation and Ironwood Capital Management. He began his career at BlackRock on the foundation, endowment, and family office team, advising institutional clients on asset allocation, portfolio construction, and risk analysis.

Brian received his BA in economics from Tufts University and MBA from Columbia Business School. He was born and raised in Hong Kong, before moving to the Bay Area for high school. Brian was captain of the men’s tennis team at Tufts and remains an avid tennis player.

Mr. Prashant Mehrotra is a Partner and Managing Director at Clearlake Capital Group where he focuses on investments in software businesses. Prior to joining Clearlake, he was a Principal at Silver Lake Partners, where he focused on investments in technology and technology-enabled industries. Before that, Mr. Mehrotra was a Principal at Tennenbaum Capital Partners. Prior to Tennenbaum, he worked in investment banking in the Technology, Media and Telecommunications Group at Goldman, Sachs & Co.

Mr. Mehrotra currently serves as a director on several Clearlake portfolio boards, including BeyondTrust, Digicert, Dude Solutions, Precisely Software, RSA Security, symplr and Zywave. Mr. Mehrotra graduated with a B.S. and M.S. in Industrial Engineering from Stanford University, where he was also a Mayfield Fellow, and he received his M.B.A. from the Kellogg School of Management at Northwestern University.

He currently lives in Los Angeles with his wife and their two children.

Mr. Ilundain joined Palladium in 2005 and serves as President and Co-Head of Funds.

Previously, he was an Investment Manager in the private equity division of BBVA. He began his career as an investment professional in the venture capital division of BBVA.

Mr. Ilundain currently serves on the Board of Directors of Palladium portfolio companies Accupac, Health Connect America, Quirch Foods, and Superior Environmental Solutions. He has previously served on the Board of Directors of Palladium portfolio companies Aconcagua, Capital Contractors, Castro Cheese, Del Real Foods, Envoy Global, GoodWest, Jordan Health Services, Paragon, Taco Bueno, Teasdale, Trachte and TransForce. Mr. Ilundain also serves on the Board of Directors of the Spain-U.S. Chamber of Commerce.

He is a Chartered Financial Analyst and earned a B.S. in Industrial and Mechanical Engineering from Universidad Pública de Navarra (Spain), a B.S. in Engineering from Staffordshire University (UK), a Leadership Development diploma from Harvard Business School, a Management Development Program (PDD) diploma from IESE Business School (Spain) and a Master in Finance from BBVA Escuela de Finanzas (Spain).

Michael S. Chae is Vice Chairman and the Chief Financial Officer of Blackstone. He is a member of the firm’s Management Committee and investment committees across most of the firm’s businesses. Since joining Blackstone in 1997, Mr. Chae has served in a broad range of leadership roles including Head of International Private Equity, Head of Private Equity for Asia Pacific, and as a senior partner in the U.S. Private Equity business, where he led numerous Blackstone investments and served on the boards of many private and publicly traded portfolio companies.

Mr. Chae received an AB from Harvard College, an MPhil. in International Relations from Cambridge University, and a JD from Yale Law School. Mr. Chae serves on the boards of the Harvard Management Company, the Robin Hood Foundation, and the Asia Society. He is a Trustee Emeritus and the former Board President of the Lawrenceville School. He is a member of the Council on Foreign Relations, and founded the Chae Initiative in Private Sector Leadership at Yale Law School.

Sumit Rajpal is the Founder and Chief Executive Officer of GrowthCurve Capital. GrowthCurve is a control-oriented middle-market private equity firm that invests in data-rich businesses across technology, healthcare, and financial services. Our differentiated approach centers on harnessing the power of operational data, by applying advanced capabilities in AI, digital transformation, and human capital, to accelerate growth and create sustainable value within our portfolio companies.

Prior to founding GrowthCurve, Sumit had a 20-year career at Goldman Sachs, where he was most recently the Global Co-Head of the Merchant Banking Division (MBD) and the Global Co-Head of the Corporate Equity investing businesses. Sumit also served as the Co-CIO of Goldman Sachs’s flagship private equity funds, including West Street Capital Partners VII. Prior to that, he was head of Goldman Sachs MBD’s global Financial and Information Services investing business and also led the initial build-out of Goldman Sachs’s digital consumer platform, Marcus by Goldman Sachs. He was named partner in 2010.

After he retired from Goldman Sachs in early 2020, Sumit served as a Senior Policy Advisor to the SEC Chairman on market areas impacted by COVID-19, including co-authoring a report on US Credit Market inter-connectedness.

Sumit earned a Bachelor of Commerce from the University of Bombay, India, a postgraduate Management Accountant Certification (Grad. CWA), and a postgraduate in Business Administration from the Indian Institute of Management, Ahmedabad, India.

Tianhao Wu is Managing Director at Northwestern University Investment Office, responsible for all aspects of managing the $15 billion endowment, with a particular focus on growth and innovation aspects of the portfolio. Tianhao joined Northwestern in 2021 from The Rockefeller University, where he was Senior Director leading asset allocation and manager selection across public equities, hedge funds and Asia-focused investments. Earlier in his career, Tianhao served as a research analyst at an investment consulting firm, where he advised institutional clients on alternative investment strategies.

Tianhao received his Master’s degree from Cornell University and dual Bachelor’s degrees from the University of Michigan and Shanghai Jiao Tong University. Tianhao is a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) charterholder.

Ning Wang is the Director of Investments at the American Chemical Society, where she manages the Investment Pools and Pensions across all asset classes. She joined the firm in 2023 and is based in Washington, DC.

Before her current role, Ms. Wang served as a Portfolio Manager at the World Bank Pension, managing Public Equity and Private Credit portfolios for six years. She also has experience as a quantitative researcher in Fixed Income and Currency strategies at State Street Global Advisors.

Ms. Wang holds a Master’s degree in Finance from the Massachusetts Institute of Technology, Sloan School of Management and is a CFA® charterholder.

Bin Shi is a Senior Vice President and Portfolio Manager at Acadian Asset Management, where he is responsible for systematic equity research and portfolio management across both developed and emerging markets. With nearly 20 years of experience, he plays a key role in advancing Acadian’s data-driven investment process by integrating quantitative analysis and machine learning techniques.

Prior to joining Acadian in 2006, Bin worked at MathWorks, where he developed machine learning algorithms for MATLAB’s financial and statistical toolboxes—experience that continues to inform his investment approach.

He holds a Ph.D. in Industrial and Systems Engineering from the Georgia Institute of Technology and a bachelor’s degree from Southeast University in China. Bin is also a CFA charterholder.

As the CEO of AAAIM, Jim has the day to day oversight of the organization’s key initiatives and works closely with AAAIM’s board to deliver on the critical mission of the association. Prior to joining AAAIM, Jim joins the organization with a wide ranging experience as an entrepreneur, corporate executive, government official and nonprofit advocate. He has spent many years supporting issues around AAPI empowerment, consumer protection and leadership development. Jim currently serves on various national boards and advisory councils for several AAPI focused entities including Asian Real Estate Association of America (AREAA), Leaders Forum (LF), Prosperity Now, Smithsonia SITES board, and Asian Pacific American Institute for Congressional Studies (APAICS).

Jim brings extensive corporate and business experience, including a VC Fund, to AAAIM. He has founded and served as CEO of several companies including the Mortgage Collaborative and New Vista Asset Management, and served as an executive at Freddie Mac. Additionally, Jim has significant policy experience in Washington, DC, as an advocate for issues affecting AAPI community for several decades. His work in DC also included serving as a political appointee at the Department of Housing and Urban Development and chairing the Federal Reserve’s Consumer Advisory Council.

Bill Park is the Founder and Chief Investment Officer of Altisma Capital Management, an investment manager dedicated to multi-strategy alpha extension. Bill’s vision for Altisma’s innovative solution stems from his 30 years of experience as an entrepreneur, trader, portfolio manager, allocator and risk manager. Prior to founding Altisma in 2024, Bill was the inaugural Head of Equity Risk at ExodusPoint, which he joined in 2019 to build a global team to risk manage ExodusPoint’s equity and systematic strategies. Bill designed many of ExodusPoint’s equity risk processes and worked closely with Equity Management on investments.

Previously, Bill was Managing Director and Head of Quantitative Strategies and Risk at UBS Hedge Fund Solutions. Bill was a member of all HFS senior management committees while leading a global risk team to develop internal quantitative capabilities. Bill also led HFS quantitative investments and launched the liquid alternatives business.

In 2003, Bill founded Aviator Fund Management as the Managing Partner and Chief Investment Officer, where he managed $500M AuM in global and Asia-focused multi-strategy hedge funds. Prior to that, Bill was a Portfolio Manager for HBK’s Asian Equities business unit and the founding Managing Director of HBK Japan, where he assembled and managed a pan-Asian multi-strategy team.

Bill started his career in 1993 at O’Connor & Associates as an Equity Options Senior Trader after earning his S.B. from the department of Mechanical Engineering at the Massachusetts Institute of Technology (M.I.T.).

Sandy Li began her career as an investment banker for Morgan Stanley where she worked in London, Hong Kong, and Houston across Financial Institutions Capital Markets, General Industrials Corporate Finance, and Energy Mergers and Acquisitions. In 2005 she joined the global executive search firm CTPartners in New York and relocated to Los Angeles in 2008 to build and lead the West Coast Financial Services Practice, partnering with clients such as JPMorgan, Charles Schwab, and TPG. In 2014, she launched her own independent executive coaching and recruiting practice. She recruits and coaches C-Suite and board level talent across financial services, global corporations, consulting, nonprofit organizations, venture capital and social impact investing. Over her career, she has personally assessed, interviewed and coached over 40,000 executives.

Sandy Li graduated summa cum laude from the Wharton School at the University of Pennsylvania. She served as an Executive in Residence at UCLA Anderson School of Management from 2015 to 2018. She has advised faculty at Columbia Business School and Stanford University and has been a guest presenter for the Wharton School, Harvard Business School, Stanford Graduate School of Business, and NYU Stern School of Business. In 2023 she was named Coach of the Year by AAAIM.

Pui Ee is Chief Representative of the Monetary Authority of Singapore’s (MAS) New York Office, where she spearheads strategic engagements with the international financial community across North America. Prior to this appointment, she led the development of Singapore’s asset management sector through policy innovation, industry partnerships, and ecosystem-building initiatives.

Pui Ee began her career at MAS as a financial services regulator, where she was responsible for the supervision and inspection of capital markets intermediaries. She was also seconded to the Financial Industry Regulatory Authority (FINRA) in New York, participating in broker-dealer examinations from 2016-2017.

Sarah Kong is a Managing Director in Residential Credit at Pretium, where she is responsible for mortgage whole loan trading. Prior to joining Pretium in 2021, Sarah was a Managing Director at Goldman Sachs, where she traded and managed multiple mortgage whole loan products. Previously, she worked at Fannie Mae in the mortgage credit and pricing areas. Sarah received a Bachelor’s in Operations Research & Industrial Engineering from Cornell University.

Soo is Global Head of Performing Credit Research and is responsible for leading the research process across performing credit and the CLO & CBO platform. She is Co-Chair of the U.S. Performing Credit Investment Committee and the Research Review Committee, a voting member of the European Performing Credit Investment Committee and the ACO Investment Committee, and a member of the ESG Committee and the GIPS Committee. Soo is also Co-Portfolio Manager of the Anchorage Multi-Asset Credit Fund. She joined Anchorage Capital Group, L.L.C. as a Senior Analyst in April 2009 and is based in the New York office. Prior to joining, she worked at Goldman Sachs most recently as a Vice President and one of six industry heads in the Americas Special Situations group. Prior to this role, she was a member of the Investment team in the Distressed Debt Principal Investing group. Soo has a total of 24 years of experience in the financial services industry and received an M.B.A. from the Wharton School at the University of Pennsylvania, where she graduated with honors, and a B.S. in Chemical Engineering and Management Science from the Massachusetts Institute of Technology, where she was a Tau Beta Pi scholar.

Brenda Chia is the Chief of Capital Development at Paladin Capital Group, joining the firm in 2012. She serves on the Management Team and focuses on capitalizing on growth opportunities and developing multi-faceted investor and partner relationships for deal sourcing, co-investments and exits. Brenda led the raise of the Paladin’s largest fund, the $372M Cyber Fund II which closed in May 2022, while building strategic relationships with top-tier corporations and investors to diversify Paladin’s geographic opportunities.

One of Brenda’s career highlights has been advocating for opportunities for women and minority investors. She has testified before Congress on improving participation of women and minority-owned funds in the investment industry. She is the current Board Co-Chair of The Association of Asian American Investment Managers (AAAIM), which convenes institutional capital and qualified Asian-American investors across asset classes to conduct business and build alliances. Since 2007, as the founding President, she has led AAAIM to national prominence as a DEI advocate by setting the pace, vision and fundraising for the next phase of growth, building on the network of 5,000 asset owners and managers.

Brenda has broad U.S. and international experience developing and executing business, marketing, and operational strategies for emerging and established companies. She has served as a case leader with The Boston Consulting Group and a project manager for Accenture in Asia and the U.S. Brenda has worked in Singapore, London, and Jakarta.

Brenda holds a B.S. degree in computer science, graduating at the top of her year with first class honors from National University of Singapore, and an MBA from the Harvard Business School. She is fluent in Cantonese, Mandarin, and Bahasa Indonesia.

Habiba Waziruddin is a Managing Director of Investments for Hackensack Meridian Health, where she plays a key role in leading investment strategy and manager selection for the health system’s investment portfolios. She brings over a decade of specialized experience as an asset allocator, having previously served in investment roles at Memorial Sloan Kettering Cancer Center and Vanderbilt University. She holds an MBA from Vanderbilt University and a B.A. from Bryn Mawr College.

Crystal is a Managing Director with the Atlas Group at Morgan Stanley Private Wealth Management, specializing in customized asset allocation strategies for ultra-high-net-worth individuals and families. As a Certified Financial Planner™ (CFP®), she collaborates closely with clients to build comprehensive financial plans that align with their long-term goals. Crystal is also a key contributor to Morgan Stanley’s Digital Advisory Committee, Alternative Investment Advisory Committee, and EDGE (Excellence in Diversity through Growth and Empowerment) initiative. Before joining Morgan Stanley in 2003, Crystal gained valuable international experience in the arts, interning at prestigious institutions such as Christie’s in New York and Hong Kong, and the Getty Museum in Los Angeles. These roles provided her with unique insights into both the financial and philanthropic aspects of the art world.

Crystal’s expertise and leadership have earned her significant recognition, including being named to REP. Magazine’s “Top 40 Wirehouse Advisors Under 40” (2013-2015), “Top 50 Wirehouse Women” (2014-2015), and as a MAKER at Morgan Stanley in 2016, honoring her advocacy for women in the industry. She has consistently been recognized by Forbes and Barron’s, featuring on Forbes’ America’s Top Next Generation Wealth Advisors (2017-2020), Forbes’ Best-In-State Next-Gen Advisors New York (2019), Forbes’ Best-In-State Wealth Advisors NYC – Private Wealth (2021-2025), and Forbes’ Top Women Wealth Advisors (2021). Most recently, Crystal has appeared on Barron’s Top 1200 Financial Advisors – NYC (2025), Barron’s Top 100 Women Financial Advisors (2024), Forbes’ Best-In-State Women Wealth Advisors NYC (2022-2025), Forbes’ Top Wealth Management Teams (2023-2024), and Barron’s Top Private Wealth Management Teams (2021-2025).

Originally from Pasadena, California, Crystal graduated cum laude from Barnard College, Columbia University, with a B.A. in Art History. She now resides in New York City and is a mentor for the Women’s Leadership Alliance. Additionally, she has served on the Legal Aid Society’s New Leadership Board and has been a board member and competitor in the D10 (also known as the Wall Street Decathlon), an athletic competition that supports pediatric cancer research at Memorial Sloan Kettering. Outside of work, Crystal enjoys exploring art galleries and museums, trying new restaurants, and staying active with Barry’s workouts.

Steve Moseley is a Managing Director at Wafra, a New York-based manager of $32 billion of alternative assets. At Wafra, Steve oversees a new, $1 billion co-investment platform called Covalent and, among other activities, continues to be involved with Capital Constellation, a private markets seeding platform, managed by Wafra, that he co-founded. Before joining Wafra in July 2022, he was Deputy CIO and Head of Private Markets and Alternative Investments for the US$80 billion Alaska Permanent Fund, a sovereign endowment formed in 1980 to provide for all current and future generations of Alaskans. Before joining APFC Steve restructured and sold Marston-Ross Corporation, a Connecticut-based family investment office. Before that he was president of StepStone Group, a global manager of diversified private market assets and, prior to that, co-president of the direct investment division of StepStone’s predecessor company, Pacific Corporate Group.

Earlier in his career, Steve worked in investment banking at Credit Suisse First Boston (“CSFB”) and as a principal in CSFB’s private equity investment affiliate, Windward Capital Partners.

Mr. Moseley received his MBA from Yale University and his BA from Wesleyan University.

Jasmine Z. Yu serves as the Chief Investment Officer at Bryn Mawr Trust bringing over two decades of expertise in investment management and strategy. She leads the investment management group, overseeing investment policies, asset allocation, manager selection and portfolio management for both taxable and tax-exempt clients.

Previously, she held various investment management roles at Bank of New York Mellon, Bank of America Merrill Lynch, Abu Dhabi Investment Council, Fiduciary Trust International, Northern Trust and IBM Pensions.

Jasmine holds a Ph.D. in Finance from EDHEC Business School, a master’s degree from Columbia University, an MBA from Pace University, and a BA from Zhongshan University.

A frequent speaker at industry conferences, Jasmine has been featured in publications such as Institutional Investor, Economist, Financial Times, and Asian Investor. She has lived and worked across the U.S., Asia, Europe, and the Middle East.

York Lo is Head of Global Alternative Product Management at Manulife John Hancock Investments where he has been a key member of the team responsible for manager selection and oversight and product development and management for global fund platforms with AUM in excess of US$200 billion. Over the past 17 years at Hancock, he has launched products across structure types (mutual funds, interval/tender offer funds, ETFs, CITs, UCITs, LPs), asset classes (equities, fixed income, liquid and illiquid alts) and styles which contributed significantly to the firm’s growth. At Hancock, he is also the founding co-chair of its Asian American ERG, PACES US and has served as a mentor to the firm’s MLK Summer Scholars. Prior to joining Hancock, he has 10 years of experience in the asset management industry in the US and Asia working for firms such as UBS and Putnam Investments in business development and research roles. He has been Chartered Alternative Investment Analyst since 2004 and received his MBA from MIT Sloan and BSBA from Boston University Questrom School of Business. His industry engagements include serving on the board of AAAIM, the advisory board of the Institutional Investor Sub-Advisory Institute and the Alternative Investment Committee of NICSA. His current nonprofit engagements include serving as board member and investment committee chair of the Celebrity Series of Boston, advisory committee member of the Asian Community Fund at The Boston Foundation board and the Leadership Council member of the International Institute of New England.

Sanjiv Shah has been actively involved with AAAIM since its founding in 2006 and has been a long-standing member of its executive committee, as well as co-chair of the AAAIM board.

Sanjiv was formerly a Managing Director at HarbourVest Partners for nine years. At HarbourVest, he was a key member of the firm’s Primary Investment Team, leading its emerging, diverse, and micro-buyout investment strategy. During his time at HarbourVest, he led over $2.6 billion in primary investment commitments and often with General Partners who were new to HarbourVest. Sanjiv has developed meaningful relationships with both Limited and General Partners in private equity and is a frequent speaker at industry events. He also sourced over 450 investment opportunities for HarbourVest’s co-investment, credit, and secondary strategies which resulted in another $2 billion of investment across several dozen investments. Sanjiv was a founding member of HarbourVest’s Diversity, Equity, and Inclusion Council and a mentor to many of the junior/mid-level investment professionals on the Primary Team. He was also one of the firm’s most active and accessible investment professionals, as Sanjiv sat on 82 Limited Partner Advisory Committees and was the lead coverage officer for nearly 1,300 funds in market during his time at HarbourVest.

Sanjiv joined HarbourVest in 2016 as part of its acquisition of the BAML Capital Access Funds business, which he co-founded in 2002. He joined Bank of America in 1994 and was instrumental in growing its portfolio of community development equity investments, including the formation of the group’s fund-of-funds investment programs. Sanjiv was previously one of the youngest individuals to be promoted to the Managing Director level within Bank of America’s Principal Investing division. He was profiled in the India Tribune as a successful, young professional from the Indian-American community, was formerly an executive sponsor of the bank’s Asian Leadership Network (Chicago), and a business mentor for the Cherie Blair Foundation for Women’s mentoring women in business program.

He received a BS in Accounting from the University of Illinois at Urbana-Champaign and an MBA from the Kellogg School of Management at Northwestern University. Sanjiv is a Registered Certified Public Accountant in the state of Illinois.

Rebecca is the Head of Capital Partnerships at Avala Global. Rebecca was previously the Head of Business Development and Investor Relations at Atalaya Capital Management, an asset-based private credit and special opportunities investment firm that was acquired by Blue Owl Capital in 2024. During her tenure at Atalaya, she spearheaded the firm’s capital formation and product development efforts, in addition to overseeing investor and public relations. Prior to her role at Atalaya, Rebecca served as the Head of Marketing at Third Point. Before that, she spent nearly a decade at Davidson Kempner Capital Management, where she was the Head of Asia-Pacific Sales and Client Service. Rebecca began her career as a TMT investment banking analyst at Lehman Brothers. Rebecca holds a B.S. in Economics and Journalism from Northwestern University, is a Chartered Alternative Investment Analyst (CAIA), and leads the New York Chapter for the Association of Asian American Investment Managers (AAAIM).

Phoebe Kuan serves as the Director of Investments for Montgomery County Public Schools (MCPS) in Maryland. Ms. Kuan leads all aspects of the investment program for MCPS pension plan, and oversees the two defined contribution plans sponsored by MCPS.

Prior to joining MCPS, Ms. Kuan was a Senior Vice President at 57 Stars, LLC based in Washington D.C., where she was responsible for sourcing, due diligence, structuring, and monitoring of investments in private equity partnerships and co-investments across the target global markets. Previously, Ms. Kuan was the Financial Controller at DT Capital Partners, overseeing the venture fund administration and portfolio management. Ms. Kuan started her career as an auditor at PricewaterhouseCoopers.

Ms. Kuan holds an MBA from The University of Chicago Booth School of Business with a concentration in Finance, Entrepreneurship and International Business. She received her Bachelor of Economics from Shanghai University of Finance and Economics.

Katie Moore is a Managing Director on the Fund investment & Managed Solutions team, leading several of the firm’s institutional client relationships and initiatives as well as overseeing the Small & Emerging Manager Investment programs. Katie also serves on the firm’s Investment Committee and Responsible Investment Committee.

Katie began her career with Hamilton Lane in 2007 and was previously a Senior Relationship Manager as well as a Vice President on the Primary investment team. In addition, Katie founded and co-chaired the firm’s DE&I Council for many years. Katie started her career as a Financial Analyst at Murray Devine & Co.

In 2024 & 2025, Katie was selected to The DE&I Capitalism Power100 list. She was also previously recognized as Women We Admire’s Top 50 Women Leaders of PA, Think Advisors Luminaries in Diversity & Inclusion, CIO Magazine’s Knowledge Brokers list and Real Deals’ Future 40 D&I leaders.

In addition to her work activities, Katie oversees the firm’s relationship with Girls Who Invest, serves on the Advisory Council for SEO, the RFK Compass Advisory Committee and the Council of the Private Equity Women’s Investor Network (PE-WIN). Katie also serves on the Board of Directors for the US Wrestling Foundation.

Katie received a B.S. in Finance from Drexel University.

Yelin Wen joined the Robert Wood Johnson Foundation in February 2016. Yelin’s primary responsibility is to source, evaluate and recommend potential new buyout, venture, real estate, energy managers in the illiquid space and conduct thorough investment due diligence including analysis of investment strategy, process, organization and portfolio positions and performance.

Previously, Yelin was a vice president with the J.P. Morgan Asia NY Investor team. In this role she executed brokerage trades, developed investment ideas and recommendations, and explored private equity opportunities for investors.

Yelin earned BA degrees in both economics and mathematics from the University of Virginia and received the Chartered Financial Analyst (CFA) designation in September 2011.

Jasmine Richards is the Head of Diverse Manager Investing and a Managing Director at Cambridge Associates.

Jasmine joined the firm in 2018 and has more than 15 years of both buy and sell investment experience. She leads the firm’s ongoing initiative to identify and research institutional-quality investment managers in all public and private asset classes that have underrepresented owners or leaders, including women and people of color.

Jasmine is a frequent speaker at client and industry events. She also regularly contributes to diverse manager thought leadership, partnering with industry organizations such as the Intentional Endowments Network and Confluence Philanthropy.

Before joining Cambridge Associates, Jasmine worked at FIS Group as an International Equity Manager and Research Analyst responsible for identifying and managing investment strategies, with an emphasis on diverse-owned asset managers.

She holds an MBA from University of Chicago in Finance, Accounting, and Strategic Management and a BA from Massachusetts Institute of Technology (MIT) and New York Institute of Technology in Mechanical Engineering. She is a CFA® charterholder and a member of the CFA Society of Boston.

Linda Luu is a Managing Director in Blackstone Multi-Asset Investing (BXMA). 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. She serves on the National Advisory Council for the Association of Asian American Investment Managers (AAAIM).

Candice is a managing director in the Client Solutions Group within Goldman Sachs Asset Management, and serves as global head of the Strategic Advisory Solutions team. She focuses on global capital market research, macroeconomic strategy and client engagement. In addition, Candice developed the firm’s EMPOWER the Investor framework, which guides Asian, Black, female, Hispanic/Latinx and LGBTQ+ investors toward greater financial success. She also serves as head of the New York and Jersey City chapter of the Asian Network. Prior to assuming her current role, Candice served as US head of Market Strategy and held positions in Fundamental Equity Product Management, Institutional Sales and Portfolio Administration. She joined Goldman Sachs as an analyst in 1998 and was named managing director in 2019. Candice is a founding board member of the Rutgers Business School’s Center for Women in Business and is a board member of the Rutgers Business School Dean’s Board of Advisors. She is also a board member for Junior Achievement of New York. In 2021, she was named to the HERoes Role Model List, as a Top 100 Future Leader for her efforts in championing women in business and driving change for gender diversity in the workplace.

Candice earned a BS in Marketing, magna cum laude, from Rutgers University and an MBA in Finance and Management from Columbia Business School.

Kelli P. Washington joined The California Endowment as its Chief Investment Officer in late 2024. As CIO, she manages the foundation’s $4 billion endowment, investment portfolio, and investment staff. Before joining The Endowment, Kelli served as the Managing Director of Investment Strategy and Research at the Cleveland Clinic. In that role, which she held since 2017, she was primarily responsible for monitoring portfolio asset allocation policies, maintaining the macroeconomic research function, and collaborating with the CIO on research that directs tactical asset allocation, investment decisions, and hedging strategies for approximately $15.0 billion in assets across four investment pools. Kelli has also served as Managing Director of Investments with Cambridge Associates, an endowment officer at Bowdoin College, and in multiple investing roles with Edward Jones in St. Louis. Kelli is a Board Member of the Washington University (in St. Louis) Investment Management Company and the Robert Toigo Foundation. In 2021, Institutional Investor named Kelli a “Rising Star” as well as one of the “Top 50 Women in Investment Management,” and the Olin School of Business at Washington University selected Kelli as one of its “Distinguished Alumni.” In 2019, she was included on the CIO Magazine “NextGens” List and Institutional Investor’s “Most Wanted Allocators First Team.” Kelli is a CFA Charterholder; she is an Alumna of the Robert Toigo Foundation fellowship program. She earned a B.S. in Business Administration from Washington University in St. Louis and an M.B.A. from the Yale School of Management.

Amy Chen became the first chief investment officer at the Smithsonian Institution in 2006 with the establishment of the Institution’s first Office of Investments. She leads a team who are responsible for the overall oversight, investment strategy and management of the institution’s $2.7 billion endowment.

Prior to the Smithsonian, Amy helped to build the Doris Duke Charitable Foundation’s portfolio from scratch in 1998 as the portfolio manager. Ms. Chen holds a B.A. from Oberlin College and an MBA from the Johnson School of Business at Cornell University. Prior to the endowment and foundation posts, she worked at a contemporary art museum and a NYC hedge fund.

She is the Chair of American University’s Investment Committee and is a member of the Henry Luce Foundation’s Investment Committee. She is an honorary trustee at Oberlin College, having served as the Co-Chair of the Investment Committee and as a member of the Board of Trustees. The Smithsonian Institution was recognized in 2016 by Institutional Investors’ Hedge Fund investors as the Foundation of the Year. Ms. Chen has been recognized as one of the Power 100 CIOs since 2021 and was honored by Pension and Investment’s 100 Influential Women in Institutional Investing in 2024.

Headquartered in Washington, D.C., the Smithsonian belongs to the people of the United States and is the world’s largest museum, educational and research complex.

Jessie Choi is Head of Risk Mitigation Strategies at New Jersey’s Division of Investment, overseeing its $3 billion Hedge Fund program and managing private equity debt-related funds. With over two decades at the NJ Treasury Department, she sits on the Internal Investment Committee, supporting the investment management of more than $76 billion across seven state pension funds serving 815,000 public employees. Before joining the Division, Jessie worked in Asset Allocation at Morgan Stanley (MSIM). She holds an MBA in Finance and Marketing from Fordham University and a B.A. in Economics from Rutgers, and is certified in international business and public plan policy.

Sonam Leki Dorji is a Senior Vice President and Portfolio Manager on the Income Strategies team for Fixed Income, where she focuses on managing multi-sector portfolios that generate efficient income. Prior to her current role, Leki Dorji led AB’s Fixed Income Applied Quantitative Research team, where she helped integrate quantitative research/solutions into portfolio construction. She joined AB in 2012 as a fixed-income quantitative analyst, where she developed interest-rate models and worked on multi-sector asset allocation solutions. Prior to AB, Leki Dorji was a US rates strategist at Credit Suisse from 2008 to 2012, where she focused on the short-term and basis markets. Post graduation, she spent two years as a financial engineer at a hedge fund, working on systematic algorithms in the futures market, before heading to business school. Leki Dorji holds a BS in computer science and engineering and a BS in economics from the Massachusetts Institute of Technology. She also holds an MBA in finance from the Wharton School at the University of Pennsylvania. Location: New York

Jason Goh joined Khazanah in 2021 and leads investment activities in North America. He has served in leadership roles in both private and public sectors, most recently as Deputy Chief of Staff to former New York City Mayor Bill de Blasio. Jason has over 15 years of private equity and corporate finance experience at Morgan Stanley, Usaha Tegas, TIME dotCom Berhad and UEM Group Berhad. Jason holds a B.Sc. from the University of Southampton and an MBA from the Wharton School.

Valerie Wong Fountain is a Managing Director at Morgan Stanley and serves as Head of Family Office Resources Platform & Partner Management which includes responsibility for the Firm’s Trust Services business, Lifestyle Advisory, and Single Family Office Advisory. In prior leadership roles, Valerie served as Co-Head of Private Capital Markets and Chief of Staff to the Chairman and CEO.

Valerie serves on First Tee MetNY Executive Committee and Board of Directors, Morgan Stanley Foundation Board of Trustees, Penn Golf Board, and AAAIM National Advisory Council.

Valerie graduated summa cum laude as a University and Joseph Wharton Scholar from the Wharton School at UPENN, and competed as a Division I Varsity Golfer. A driver and champion of women’s achievements, Valerie was named a 2023 MAKER by Morgan Stanley. For her work in the Pan-Asian community, she was awarded ASCEND’s A List Award, Asia Society’s APA Driver for Diversity, Gold House’s A100 Most Impactful Asians, AABDC’s Top 50 Outstanding Asian Americans in Business, and NAAAP New York’s Most Influential APIA New Yorker.

Chung Ma is the Deputy Chief Investment Officer and the Head of Portfolio Solutions Group (PSG) at the Virginia Retirement System (VRS). He is responsible for Total Fund management, including asset allocation, risk management, portfolio strategy, treasury, and research. He also oversees the Diversifying Strategies program and the opportunistic portfolio.

Mr. Ma is a member of the VRS Investment’s Executive and Management Committees, overseeing all investment department activities. He joined VRS in 2013 after serving as a Portfolio Manager at AllianceBernstein and previously managed Financial Services engagements at Accenture.

Outside his role at VRS, Mr. Ma is the Chair of the Investment Advisory Committee for the Richmond Retirement System. He is also the Vice Chair and serves on the Executive Committee at the Virginia Council on Economic Education. He holds a B.A. in Economics from Wesleyan University, an M.A. in Economics from Hunter College, and is a CFA charter holder. He is also an avid marathon runner.

Dr. Robby Sikka is a nationally recognized leader in technology, healthcare, artificial intelligence, and sports analytics. He is the founder and CEO of SMART, an AI-enabled health platform built to democratize access to AI and personalize health for athletes, patients, and consumers. A board-certified anesthesiologist with over 20 years of sports medicine research experience, Dr. Sikka created the world’s largest sports injury database to improve injury prediction, return-to-play strategies, and performance optimization.

He currently serves as a team physician for the New York Yankees, Medical Director for the Professional Tennis Players Association, and consultant to multiple NBA teams. He previously served as Vice President of Basketball Operations and Player Wellness for the Minnesota Timberwolves, and has consulted for the Minnesota Vikings, Washington Wizards, Denver Broncos, and the NFL League Office. During the COVID-19 pandemic, he helped lead national AI-driven diagnostics and public health efforts with professional sports leagues, Apple, Amazon, the White House, and the WHO.

His work has been featured on CNN, ESPN, CNBC, Sports Illustrated, and Forbes.

Devinder Sangha is a Managing Director at I Squared Capital and a member of the Investor Relations team, where he focuses on client engagement and capital formation globally. He has over 20 years of industry experience across a variety of senior investment, advisory and business development roles. Prior to joining I Squared in 2024, Devinder was a Partner at Albourne Partners, where he was responsible for global infrastructure coverage and advised institutional investors on manager selection and portfolio advisory as a senior member of the Real Assets and Portfolio Groups. He began his career at Citco Fund Services. Devinder holds a Bachelor of Business Administration (Honours) from Wilfrid Laurier University and is a CFA Charterholder.

I Squared Capital is a leading global infrastructure investor managing $50 billion in assets. I Squared builds and scales essential infrastructure businesses that deliver critical services to millions of people worldwide. Its portfolio includes over 90 companies operating in 70 countries and spanning sectors such as energy, utilities, digital infrastructure, transport, environmental and social infrastructure. Headquartered in Miami, our team of over 300 professionals is based across offices in Abu Dhabi, London, Munich, New Delhi, São Paulo, Singapore, Sydney and Taipei.

Jay Park is a Co-Founder and Managing Partner of Prysm Capital where he provides growth capital to disruptive management teams across the technology and consumer sectors.

Prior to Prysm, Jay spent 18 years with BlackRock Private Equity Partners where he helped lead investing activities across the US and Asia.

Jay earned a BS degree in applied mathematics and economics from Brown University, and an MBA degree, with honors, from Columbia University.

Ray Chan is a Senior Managing Director at Blue Owl and member of the Alternative Credit Investment Team. In his role as co-head of the Financial Assets team within Alternative Credit, he is jointly responsible for the team’s efforts in specialty finance.

Before joining Blue Owl, Ray was a Partner at Atalaya Capital Management, the predecessor firm to Blue Owl’s Alternative Credit team, where he co-founded the Financial Assets Team and co-led the firm’s efforts in specialty finance. Ray also sat on the firm’s Executive Committee, Risk Committee, DEI Steering Committee and the Investment Committees for multiple funds. Prior to joining Atalaya, Ray was a Partner and Co-Founder of TTM Capital, LLC, an investment firm focused on acquiring and lending against portfolios of financial and other assets. Previously, he was a Managing Director and co-head of the Assets Group at Highbridge/Zwirn Capital Management. Earlier in his career, Ray was a member of the Principal Transactions and Principal Finance teams at Lehman Brothers and the Asset-Backed Securities Group at Salomon Brothers. He began his career as a consultant at Price Waterhouse, followed by internal consulting and operations roles at Lehman Brothers.

Ray is a member of the Board of Directors for Apex for Youth, a nonprofit providing mentoring, education, and after-school services to underserved Asian and immigrant youth.

Ray received a BA in Economics and Political Science from Columbia University.

Tom Clute is a Principal at Paladin Capital Group and a member of Paladin’s investment team, which is focused on driving new opportunities for the firm. His primary responsibilities include identifying, assessing, and executing on compelling investment targets. Tom works closely with several of Paladin’s investments including Dashbird, DarkwebIQ, Elliptic, Expel, Greynoise, Semperis, Secure Code Warrior, Embed Security, and Insane Cyber.

His prior investment experience includes Bugcrowd (acquired by General Catalyst), Hubble (acquired by NetSPI), Cloud Conformity (acquired by Trend Micro), PhishMe (acquired by BlackRock), Perspecsys (acquired by Blue Coat Systems), and Vectrix (acquired by CloudFlare). He joined the firm in 2010 as an Analyst.

Prior to joining Paladin, Tom earned his Master’s in Management from The Fuqua School of Business at Duke University and his bachelor’s degree from Duke University.

Neil Shen is the Founding and Managing Partner of HSG. Established in 2005, HSG is a leading venture capital and private equity firm investing globally in the technology, healthcare, and consumer sectors. With over USD 55 billion in assets, HSG has backed more than 1,600 companies, nurturing entrepreneurship and innovation across the globe.

An entrepreneur-turned-investor, Shen co-founded Trip.com Group, a leading global online travel agency, and Homeinns Hotel Group, one of Asia’s largest economy hotel chains.

Recognized internationally for his investment track record, Shen topped Forbes’ Midas List from 2018 to 2020 and again in 2023. He was the first Chinese investor to lead the ranking and has been the highest-ranked Asia-based investor since 2012. He has been named to Forbes’ “100 Greatest Living Business Minds,” Fortune’s “50 Most Influential Business Leaders in China,” and Fortune’s “30 Most Influential Investors in China,” and was included by The New York Times and CB Insights among the “Top 20 Venture Capitalists Worldwide.”

Shen is also a respected voice across finance, academia, and philanthropy. He serves on the International Advisory Council of Hong Kong Exchanges and Clearing Limited, chairs the Advisory Board of the Yale School of Management, is a Trustee of Asia Society, and is a Board Member of the M+ Museum in Hong Kong.

Fernando Vinzons has over 20 years of investment and financial market expertise, with three years as the Chief Investment Officer at Chicago Teachers Pension Fund, four years as Director of Investments and 10 years as a senior member of the Cook County Pension Fund investment team.

As one of two members of the first investment team ever hired by the Cook County Pension Fund, he was responsible for the growth of an under-funded pension portfolio (from a trough of $5.2 to a peak of $14.1 billion) and improved peer ranking (from 65th to 28th percentile). He has also guided the Chicago Teachers’ Pension Fund from a low of $10.6 billion in late 2022 to peak AUM of $14.7 billion (and growing) through August 2025. For FY2025, CTPF ranked in the 18th percentile among its large public pension plan peers with a gross return of 12.06%.

Prior to public pension plan investing, Fernando spent five years as a buy-side investment analyst at Driehaus Capital Management, covering domestic consumer discretionary, consumer staples, healthcare, industrials and utilities.

As a result, he is well-versed in all investable asset classes, including private equity, real estate, hedge fund and private credit alternative strategies.

Fernando received a BA in Economics from the University of Illinois and an MBA from the University of Chicago, Booth School of Business, with a focus on Analytical Finance and Accounting. He also studied the Russian language from the Plekhanov Russian University of Economics.

Mr. Aakar Vachhani is a Managing Partner at Fairview. He established and leads Fairview’s San Francisco office. Mr. Vachhani is involved in research, due diligence, investment monitoring, and business development for Fairview’s venture capital and private equity partnership and direct co-investment portfolios.

Prior to joining Fairview, Mr. Vachhani was with Cambridge Associates, a leading investment advisor to foundations, endowments and corporate and government entities.Mr. Vachhani also spent time with MK Capital, a multi-stage venture capital firm with a sector focus on software and cloud services.

Mr. Vachhani holds a B.S. in Economics-Finance from Bentley University and an MBA in Finance and Entrepreneurship & Innovation from the Kellogg School of Management. He is a member of the Board of Directors of San Francisco Achievers and the New Breath Foundation. Mr. Vachhani established and leads Fairview’s San Francisco office.

Mr. Green joined Palladium in 2004 and serves as Co-Head of Funds and Head of Consumer. Previously, he worked in the investment banking division of Citigroup.

Mr. Green serves on the Board of Directors of Palladium portfolio companies Sky Zone, Del Real Foods, Jordan’s Skinny Mixes and Fora Financial, and has previously served on the Board of Directors of Palladium portfolio companies ABRA, Capital Contractors, Clarion, Daniel’s Jewelers and Herald National Bank.

He also serves on the Board at the non-profit Sarcoma Foundation of America. He earned a B.S. in Economics magna cum laude and an M.B.A. with honors from the Wharton School, University of Pennsylvania.