Registration Now Open

SEPTEMBER 15-16TH, 2021
@Four Seasons Hotel San Francisco

 

Your safety and wellbeing is our top priority as we host our first in-person event in nearly two years. We are implementing a number of COVID related measures to provide a healthy environment for our attendees. As part of our updated health and safety protocol, all event attendees will be required to provide proof of vaccination via an online screening system. In order for vaccination cards to be collected and verified by our 3rd party screening system, all online registrations must be finalized by Friday, September 3rd. Walk up registrations will not be permitted.

For more details on what we are implementing at this year’s conference, please read our updated protocol.

 

With the theme of “AAAIM Together,” we will once again reunite with our network of leading allocators, asset managers and industry experts. Because AAAIM works to maintain an intimate and family like environment, we plan to limit our registration to 350 attendees this year. AAAIM’s annual conference is the national platform for Asian American and Pacific Islander (AAPI) investment managers across the major asset classes of private equity, hedge funds, public equities, fixed income and real assets to meet, conduct business and learn from insightful leaders – and each other. This event gathers a broad range of investment professionals with common interests from public pension funds, other institutional limited partners, emerging managers and large investment firms. 

SEPTEMBER 15

The ‘Emerging Leaders Initiative’ (ELI) – previously Young Professionals – is a half-day session focused on professional development. Complimentary for Full Conference ticket-holders.

SEPTEMBER 16

The main conference is a full-day of fast-paced and focused programming. Learn about domestic and global opportunities and network with speakers and attendees at the top of the industry.

AGENDA

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

DAY 1

Wednesday, September 15th

Emerging Leaders Initiative

 

11:30am – 1:00pm PDT

Registration & Kick-off Luncheon

 

12:00pm – 12:10pm

Welcome Remarks
Emcee: Gordon C.C. Liao, Founding Board Member & ELI Founder, Association of Asian American Investment Managers (AAAIM); Founder & Managing Partner, Promise Holdings LLC

 

12:10pm – 12:30pm

Fireside Chat
Interviewer: Ginger Lew Co-Founder, Association of Asian American Investment Managers (AAAIM); CEO, Three Oaks Investments, LLC.
Interviewee: Jerry Yang, Co-Founder & Former CEO, Yahoo!

 

12:30pm – 12:40pm

Fireside Chat
Interviewer: Gordon C.C. Liao, Founding Board Member & ELI Founder, Association of Asian American Investment Managers (AAAIM); Founder & Managing Partner, Promise Holdings LLC
Interviewee: Lanhee Chen, David and Diane Steffy Fellow in American Public Policy Studies, Hoover Institution

 

12:40pm – 12:55pm

Fireside Chat
Interviewer: Jim Park, CEO, Association of Asian American Investment Managers (AAAIM)
Interviewee: Pamela A. Gibbs, Director, Office of Minority and Women Inclusion, SEC

 

12:55pm – 1:05pm

Networking Break & Transition

Emerging Leaders Initiative

Sponsored by WCAS & Palladium

 

1:05pm – 1:50pm PDT

Bamboo Ceiling Panel

  1. Moderator: Maryling Yu, Chief Marketing Officer, Backstop Solutions Group
  2. Paul Hayama, Partner, Avante Capital Partners
  3. June Kim, Global Equity Director, CalSTRS
  4. Greg Lau, General Partner, Welsh, Carson, Anderson & Stowe

 

1:50pm – 2:20pm

Keynote
Introduction: Chris Shen, Co-Founder, Revere
Keynote Presenter: Dr. Andrew Ng, General Partner, AI Fund

 

2:20pm – 2:30pm

Networking Break

 

2:30pm – 3:30pm

Fixed Income and Credit Strategies: Navigating Record Low Yields

  1. Moderator: Nathan Wong, Vice President & Investment Consultant, Global Manager Research Group, Callan Associates
  2. Edward Cong, Principal, Marathon Asset Management
  3. Christopher Preece, Macro Strategist & Investment Manager, Pictet Asset Management
  4. Dickson Suit, Partner, Ironwood Capital
  5. Jack Yang, Co-Founder & President, Sycamore Tree Capital Partners

 

Navigating the Unwritten Rules of Climbing the Corporate Ladder

  1. Moderator: Gordon C.C. Liao, Founding Board Member & ELI Founder, Association of Asian American Investment Managers (AAAIM); Founder & Managing Partner, Promise Holdings LLC
  2. PJ Kim, Founder and Managing Partner, Lincoln Square Partners
  3. Dave Liu, CEO, Liucrative Endeavors

 

3:30pm – 3:45pm

Networking Break

 

3:45pm – 4:45pm

Breaking Through the Glass & Bamboo Ceilings

  1. Moderator: Deepa Patil Madhani, Head of Investor Relations, One Rock Capital Partners, LLC
  2. Sarah Chen, Co-Founder and Managing Partner, Beyond the Billion & The Billion Dollar Fund for Women
  3. Linda Choi, Chief Operating Officer, Kabouter Management
  4. Binna Kim, President and Co-Founder, Vested

DAY 1 cont.

4:45pm – 5:45pm

ELI Reception

 

6:00pm – 8:00pm

VIP Dinner (Invite-Only)

 

6:45pm – 7:00pm

Conversation with Henry Jones

Interviewer: Brenda Chia, Board Co-chair, Association of Asian American Investment Managers (AAAIM)
Interviewee: Henry Jones, President, CalPERS Board of Administration

 

7:00pm – 7:15pm

St. Jude’s Presentation

Christine Ackermann, Northern California Executive Director, ALSAC/St. Jude Children’s Research Hospital

 

7:15pm – 7:30pm

ELI Champion Award Presentation

Presenter: Gordon C.C. Liao, Founding Board Member & ELI Founder, Association of Asian American Investment Managers (AAAIM); Founder & Managing Partner, Promise Holdings LLC
Awardee: Deepa Patil Madhani, Head of Investor Relations, One Rock Capital Partners, LLC

 

8:15pm – 10:00pm

Welcome Dessert Reception

DAY 2

Thursday, September 16th

 7:30am – 8:30am PDT

Registration & Breakfast

 

8:30am – 8:45am

Welcome Remarks

 

8:45am – 9:35am

Institutional Investor Panel

  1. Moderator: Clayton Jue, President & CEO, Leading Edge Investment Advisors
  2. David Chiang, Chief Investment Officer, Pritzker Family Foundations
  3. Marcie Frost, Chief Executive Officer, California Public Employees’ Retirement System (CalPERS)
  4. Thomas Lee, Executive Director & Chief Investment Officer, New York State Teachers’ Retirement System (NYSTRS)
  5. Cassandra Lichnock, Chief Executive Officer, California State Teachers’ Retirement System (CalSTRS)

 

9:40am – 9:55am

Fireside Chat

Interviewer: Bennett Kim, Managing Director, Big Rock Senior Housing
Interviewee: Suzanne Wong, Partner and Chief Financial Officer, Palladium Equity Partners

 

9:55am – 10:00am

Transition

10:00am – 10:45am

Breakout Sessions #1 – Asset Class Spotlight

Allocations to Emerging Managers

Hedge Funds

Real Estate

Moderator: Johnny Wu, CEO, Quartzy Capital Advisors, LLC

Tarrell Gamble, Trustee, Alameda County Employees' Retirement Association

Renae Griffin, Executive Director, GCM Grosvenor

Anita Ng, Managing Director, Private Investments, Cambridge Associates


Kirk Sims, CFA, Director, Head of Emerging Manager Program, Teachers Retirement System of Texas

Moderator: William Park, Head of Equity Risk, ExodusPoint

Evelyn Chen, Portfolio Manager, Grand Alliance Asset Management

Clark Cheng, CFA, FRM, CAIA, Chief Executive Officer and Chief Investment Officer, Merrimac Corp


Cindy Chi, Partner, Portfolio Manager, Indus Capital Partners

Moderator: Joshua Hanna, P.C., Partner, Real Estate, Kirkland & Ellis

Chris Chow, CFA, Director, Real Assets, San Francisco Employees' Retirement System (SFERS)

Sonny Kalsi, Co-Chief Executive Officer, BentallGreenOak

Peter Lin, Director, Pension and Investments, Kaiser Permanente

Lanhee Yung, Founding Partner, Sage Hall Partners

10:45am – 11:15am

Networking Break

11:15am – 12:00pm

Breakout Sessions #2 – Asset Class Spotlight

Venture Capital

Private Equity

Public Markets

Moderator: Anthony Lee, Managing Director, Altos Ventures


Pete Chung, Managing Director, Morgan Stanley Expansion Capital


Aakar Vachhani, Partner, Fairview Capital


Samantha Wang, Co-Founder and General Partner, RPS Ventures


Mourad Yesayan, Managing Director, Paladin Capital Group

Moderator: David Fann, Partner, Vice Chairman, Aksia TorreyCove Partners


Scott Chan, CFA, Deputy Chief Investment Officer, California State Teachers' Retirement System (CalSTRS)

Deborah Gallegos, CTP, FPAC, Managing Director, Palladium Equity Partners


Tony W. Lee, Managing Partner, One Rock Capital Partners, LLC

Moderator: Tony Lee, Senior Vice President, Bivium Capital

Cesar Gonzales, Director, Manager Development and Client Portfolio Manager, Xponance

Kent Johnson, Vice President, Sit Investment Associates, Inc.


David Murphy, Global Equity Portfolio Manager, California State Teachers' Retirement System (CalSTRS)

12:00pm – 1:45pm

Luncheon

 

12:30pm – 12:50pm

Fireside Chat

Interviewer: David Lam, General Partner, Atlantic Bridge Capital

Interviewee: Hans Tung, Managing Partner, GGV Capital

 

12:50pm – 1:00pm

Luncheon Remarks

Attorney General Rob Bonta, State of California

 

1:00pm – 1:15pm

Award Presentation to Stop AAPI Hate

Cynthia Choi, Co-Executive Director, Chinese for Affirmative Action

 

1:45pm – 2:00pm

Networking Break

2:00pm – 2:45pm

Breakout Sessions #3 – Allocator Spotlight

Family Office

Corporate Investors

Endowments & Foundations

Moderator: Valerie Wong Fountain, CFA, Managing Director, Morgan Stanley


YB Choi, Partner, Vulcan Capital


Joseph Kusnan, General Partner, DMP Private Management


Gillian Yu, Managing Director, Private Wealth Advisor, Morgan Stanley Private Wealth Management

Moderator: Brenda Chia, Board Co-chair, Association of Asian American Investment Managers (AAAIM)


Vishnu Amble, Global Strategic Investments, Corporate Ventures & Business Development, Saudi Aramco


Greg Maddox, Head of Global Manager Research, Wells Fargo Investment Institute, Wells Fargo & Company


Faran Nouri, Managing Director, Lam Capital

Interviewer: Letitia Yang, Senior Vice President, Investor Relations, D.E. Shaw & Co.

Interviewee: Susanne Gealy, Senior Director for Investments, CommonSpirit Health

2:45pm – 3:00pm

Networking Break & Transition

 

3:00pm – 4:00pm

2021 and Beyond Outlook

  1. Moderator: Marcelia Freeman, Investor Relations & Product Management, Clearlake Capital Group
  2. Jai Das, President, Managing Director and Co-Founder, Sapphire Ventures
  3. Soo Kim, Managing Partner and Chief Investment Officer, Standard General
  4. Yup Kim, Head of Investments, Private Equity, CalPERS
  5. Sona Menon, Outsourced CIO & Head of North American Pension Practice, Cambridge Associates

 

4:00pm – 5:30pm

Closing Reception

VENUE

Four Seasons Hotel San Francisco | 757 Market St, San Francisco, CA 94103

Four Seasons Hotel San Francisco is a luxury events venue and 5-star hotel located in the heart of downtown’s SoMa (South of Market) district.  Attendees will enjoy sophisticated meeting spaces with interconnecting terraces that offer captivating vistas of the city.

 

ACCOMMODATION

 

A discounted room block has been set up for conference attendees at
Four Seasons Hotel San Francisco.

The special group rate of $399/night is available September 14 – 17.
Reserve your hotel room ASAP.

 

SPEAKERS

Scott Chan

Scott Chan

CFA, Deputy Chief Investment Officer, California State Teachers' Retirement System (CalSTRS)

Marcie Frost

Marcie Frost

Chief Executive Officer, CalPERS

June Kim

June Kim

Global Equity Director, CalSTRS

Thomas Lee

Thomas Lee

Executive Director & Chief Investment Officer, NYSTRS

Cassandra Lichnock

Cassandra Lichnock

Chief Executive Officer, CalSTRS

Kirk Sims

Kirk Sims

Director, Head of Emerging Manager Program TRSTexas

Christine Ackermann

Christine Ackermann

Northern California Executive Director, ALSAC/St. Jude Children's Research Hospital

Vishnu Amble

Vishnu Amble

Global Strategic Investments, Saudi Aramco

Rob Bonta

Rob Bonta

Attorney General, State of California

Evelyn Chen

Evelyn Chen

Portfolio Manager, Grand Alliance Asset Management

Lanhee Chen

Lanhee Chen

David and Diane Steffy Fellow in American Public Policy Studies, Hoover Institution

Sarah Chen

Sarah Chen

Co-Founder and Managing Partner, Beyond the Billion & The Billion Dollar Fund for Women

Clark Cheng

Clark Cheng

CFA, FRM, CAIA, Chief Executive Officer and Chief Investment Officer, Merrimac Corp

Cindy Chi

Cindy Chi

Partner, Indus Capital

Brenda Chia

Brenda Chia

AAAIM Co-Chair, Director Paladin Capital Group

David Chiang

David Chiang

Chief Investment Officer, Pritzker Family Foundations

Cynthia Choi

Cynthia Choi

Co-Executive Director, Chinese for Affirmative Action

Linda Choi

Linda Choi

Chief Operating Officer, Kabouter Management

YB Choi

YB Choi

Partner, Vulcan Capital

Pete Chung

Pete Chung

Managing Director, Morgan Stanley Expansion Capital

Edward Cong

Edward Cong

Principal, Marathon Asset Management

Jai Das

Jai Das

President, Managing Director and Co-Founder, Sapphire Ventures

David Fann

David Fann

Partner, Vice Chairman, Aksia TorreyCove Partners

Marcelia Freeman

Marcelia Freeman

Investor Relations & Product Management, Clearlake Capital Group

Deborah Gallegos

Deborah Gallegos

CTP, FPAC, Managing Director, Palladium Equity Partners

Tarrell Gamble

Tarrell Gamble

Chair of the Actuarial Committee, Vice-Chair of the Audit Committee, ACERA

Susanne Gealy

Susanne Gealy

Senior Director for Investments, CommonSpirit Health

Pamela A. Gibbs

Pamela A. Gibbs

Director, Office of Minority and Women Inclusion, SEC

Cesar Gonzales

Cesar Gonzales

Director, Manager Development and Client Portfolio Manager, Xponance

Theresia Gouw

Theresia Gouw

Founding Partner, Acrew Capital

Renae Griffin

Renae Griffin

Executive Director, GCM Grosvenor

Joshua Hanna

Joshua Hanna

P.C., Partner, Real Estate, Kirkland & Ellis

Paul Hayama

Paul Hayama

Partner, Avante Capital Partners

Kent Johnson

Kent Johnson

Vice President, Sit Investment Associates, Inc.

Henry Jones

Henry Jones

President, CalPERS Board of Administration

Clayton Jue

Clayton Jue

President & CEO, Leading Edge Investment Advisors, LLC

Sonny Kaisi

Sonny Kaisi

Co-Chief Executive Officer

Bennett Kim

Bennett Kim

Managing Partner, Big Rock Partners Senior Housing

Binna Kim

Binna Kim

President and Co-Founder, Vested

PJ Kim

PJ Kim

Founder and Managing Partner, Lincoln Square Partners

Soo Kim

Soo Kim

Managing Partner and Chief Investment Officer

Yup Kim

Yup Kim

Head of Investments, Private Equity, CalPERS

David Lam

David Lam

General Partner

Greg Lau

Greg Lau

General Partner, Welsh, Carson, Anderson & Stowe

Anthony Lee

Anthony Lee

Managing Director, Altos Ventures

Tony Lee

Tony Lee

Senior Vice President, Bivium Capital

Tony W. Lee

Tony W. Lee

Managing Partner, One Rock Capital Partners, LLC

Ginger Lew

Ginger Lew

Co-Founder, Association of Asian American Investment Managers (AAAIM); CEO, Three Oaks Investments, LLC

Gordon C.C. Liao

Gordon C.C. Liao

AAAIM ELI Committee Chari, Founder & Managing Partner, Promise Holdings LLC

Peter Lin

Peter Lin

Director, Pension and Investments, Kaiser Permanente

David Liu

David Liu

CEO, Liucrative Endeavors

Greg Maddox

Greg Maddox

Head of Global Manager Research, Wells Fargo Investment Institute

Sona Menon

Sona Menon

Head of North American Pension Practice, Cambridge Associates

David Murphy

David Murphy

Global Equity Portfolio Manager, CalSTRS

Dr. Andrew Ng

Dr. Andrew Ng

General Partner, AI Fund

Anita Ng

Anita Ng

Managing Director, Private Investments, Cambridge Associates

Faran Nouri

Faran Nouri

Managing Director, Lam Capital

Christopher Preece

Christopher Preece

Macro Strategist & Investment Manager, Pictet Asset Management

Thomas Quinn

Thomas Quinn

Managing Director, Senior Portfolio

Vincent Pan

Vincent Pan

Co-Executive Director, Chinese for Affirmative Action

Jim Park

Jim Park

CEO, Association of Asian American Investment Managers

William Park

William Park

Head of Equity Risk, ExodusPoint

Deepa Patil

Deepa Patil

Head of Investor Relations, One Rock Capital Partners, LLC

Heidi Poon, CFA, CAIA

Heidi Poon, CFA, CAIA

Managing Director, Head of Asian Private Equity, Growth Equity & Venture Capital, Aksia TorreyCove Partners

Chris Shen

Chris Shen

Co-Founder, Revere

Susan Soh

Susan Soh

Chief of Capital Formation and Investor Relations, GrowthCurve Capital

Dickson Suit

Dickson Suit

Partner, Ironwood Capital

Hans Tung

Hans Tung

Managing Partner, GGV Capital

Aakar Vachhani

Aakar Vachhani

Partner, Fairview Capital

Samantha Wang

Samantha Wang

Co-Founder and General Partner, RPS Ventures

Nathan Wong

Nathan Wong

Vice President and Investment Consultant, Callan's Global Manager Research

Suzanne Wong

Suzanne Wong

Partner and Chief Financial Officer, Palladium Equity Partners

Valerie Wong

Valerie Wong

Fountain, CFA, Managing Director, Head of Signature Access and Single Family Office Advisory, Morgan Stanley

Johnny Wu

Johnny Wu

CEO, Quartzy Capital Advisors, LLC

Jack Yang

Jack Yang

Co-Founder & President, Sycamore Tree Capital Partners

Jerry Yang

Jerry Yang

Co-Founder & Former CEO, Yahoo!

Letitia Yang

Letitia Yang

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

Mourad Yesayan

Mourad Yesayan

Managing Director, Paladin Capital Group

Gillian Yu

Gillian Yu

Managing Director, Private Wealth Advisor, Morgan Stanley Private Wealth Management

Maryling Yu

Maryling Yu

Chief Marketing Officer, Backstop Solutions Group

Lanhee Yung

Lanhee Yung

Founding Partner, Sage Hall Partners

SPONSORS

AAAIM is proud to announce our charity partner, St. Jude Children’s Research Hospital

St. Jude Children’s Research Hospital is leading the way the world understands, treats, and defeats childhood cancer and other life-threatening diseases. Because the majority of St. Jude funding comes from generous donors, St. Jude has the freedom to focus on what matters most – saving kids regardless of their financial situation.

-REGISTER-

All online registrations are due by Sept. 3rd in order to collect vaccination records on time. Walk up registrations will not be permitted.

Refund Policy
To request a refund, please email info@aaaim.org with the subject “refund.” Your total ticket amount will be refunded minus a $50 processing fee.