Brant K. Maller
Alternative Investments Forum

Advisory Board Chair

Josh Lerner
Jacob H. Schiff Professor of
Investment Banking
Harvard Business School

AIF Roundtables

AIF engages the world's largest institutional investors (pension funds, sovereign wealth funds, endowments, foundations, insurance companies, health care organizations, and family offices (Institutional Investors)) in investment discussions in person regionally through the AIF Roundtables.

The Roundtables are small, controlled forums among thought leading academics, investment consultants and asset managers. They are conducted in interactive, extemporaneous, roundtable discussion format. They focus on topics that the AIF Advisory Board determines to be of greatest interest to Institutional Investors' Chief Investment Officers (CIOs), Senior Investment Officers (SIOs) and Trustees/Board members (Trustees). They encourage a cross-section of Institutional Investors to compare their internal and respective industry best practices and to explore new ideas with each other. The Roundtables are held regionally in institutional money centers, generally over the course of a single day, to maximize participation by Institutional Investors located in those regions and to accommodate those investors' budgetary and travel constraints.


Click here for a list of investor and consultant participants in past Roundtables.


AIF Online

AIF educates, facilitates communication among and informs Institutional Investors online globally in real time and on demand through AIF Online. AIF Online features applied research webinars (the Applied Research Webinars) and a secure online discussion forum (the Online Forum).

The Applied Research Webinars are led by members of AIF's Academic Advisory Board or other experts selected or approved by the AIF Advisory Board. They feature research that the Advisory Board considers important enough to merit the attention of CIOs/SIOs and Trustees globally. AIF recognizes that CIOs/SIOs and Trustees want both (i) an objective analysis of important investment issues  by recognized experts and (ii) practical, actionable guidance about how to address those issues in their portfolios. As a result, the Applied Research Webinars first focus on the research (by preeminent academics) and then on the practical application of that research (by preeminent CIOs/SIOs, investment consultants and asset managers). They are broadcast live with closing Question and Answer sessions and then saved for on demand viewing in the AIF Library.

The Online Forum is a neutral medium for the real-time discussion of investment ideas and strategies. It consists of an Investor Forum, which is accessible only to Institutional Investors and the AIF Advisory Board (Investors), and a General Forum, which is accessible only to Investors, AIF Members (Members) and those parties who have been invited to participate based upon their relevant subject matter expertise (Experts).

Participation in the Roundtables and in AIF Online is only available to Institutional Investors and the AIF Advisory Board, Members and Experts.

Institutional Investors wishing to be granted access to AIF Online should click CONTACT below and provide the requested information.


Academic Advisory Board

Josh Lerner, Ph.D.
Jacob H. Schiff Professor of Investment Banking
Harvard Business School
Andrew Lo, Ph.D.
Charles E. and Susan T. Harris Professor
Professor of Finance
Director, Laboratory for Financial Engineering
MIT Sloan School of Management

Andrew Ang, Ph.D.
Ann F. Kaplan Professor and
Chair of the Finance and 
Economics Division
Columbia Business School

Donald B. Keim, Ph.D.
John B. Neff Professor of Finance
Director, Rodney L. White Center for Financial Research
University of Pennsylvania
The Wharton School

Kenneth Rosen, Ph.D.
Chair, Fisher Center for
Real Estate and Urban Economics
UC Berkeley Haas School of Business

Sheridan Titman, Ph.D.
Department of Finance
Walter W. McAllister Centennial Chair in Financial Services
Director of the Energy Management and Innovation Center
The University of Texas at Austin
McCombs School of Business

Robert J. Hodrick, Ph.D.
Nomura Professor of
International Finance
Columbia Business School

Randolph B. (Randy) Cohen, Ph.D.
Senior Lecturer
MIT Sloan School of Management
Gregory Brown, Ph.D.
Professor of Finance and 
Sarah Graham Kenan Distinguished Scholar
Director of the Institute for Private Capital
Director of the Center for
Excellence in Investment Management
Director of the Capital Markets Lab
UNC Kenan-Flagler Business School
Mark Mitchell, Ph.D.---
Co-Founder, CNH Partners and a 
former professor at
Harvard Business School and
University of Chicago
Booth School of Business 

Consultant Advisory Board

Pete Keliuotis, Senior Managing Director
Chris Solarz, Managing Director

StepStone Global
Monte Brem, CEO
Tom Keck, Partner and CIO 

Aksia LLC
Jim Vos, CEO
Bruce Ruehl, Global Portfolio Strategist
Samantha Levenstein, Portfolio Advisory

The Townsend Group
Rob Kochis, Principal

Sean Gill, Partner
Rhett Humphreys, Partner

Albourne Partners Ltd.    
John Claisse, Partner
Jonny Lach, Partner

Courtland Partners, Ltd.
Michael Humphrey, Managing Principal

Hewitt EnnisKnupp
Brady O’Connell, Partner
Karen Rode, Partner

Wilshire Associates
Steve Foresti, Managing Director
Marc Friedberg, Managing Director

Altius Associates
William Charlton, Ph.D., Partner

Towers Watson
Damien Loveday, Head of Global Hedge Fund Manager Research Group
Doug Smith, Senior Investment Consultant

ORG Portfolio Management
Ed Schwartz, Principal and Co-Founder
Caspian Private Equity
Sheryl Schwartz, Managing Director

Investor Advisory Board

State of Maine
Andrew Sawyer, Chief Investment Officer (CIO)

State of Florida
Ash Williams, CIO-Executive Director (ED)

State of Oregon
John Hershey, Director of Alternative Investments

AP2 (Sweden)
Tomas Franzen, Chief Investment Strategist


Texas Municipal Retirement
TJ Carlson, CIO 

Texas Employees (ERS)
Sharmila Chatterjee Kassam, Deputy CIO

Todd Lapenna, Portfolio Manager

State of Massachusetts (MassPRIM)
Sarah Samuels, Deputy CIO
Eric Nierenberg, Senior Investment Officer - Hedge Funds and Low Volatility Strategies

State of New Mexico (PERA)
Jonathan Grabel, CIO

Arizona Public Safety Personnel Retirement System
Ryan Parham, CIO

State of New Hampshire
Larry Johansen, CIO 

State of Indiana
Steve Russo, ED

LA Water and Power
Jeremy Wolfson, CIO

UC Regents
Scott Chan, Senior Managing Director

San Bernardino County
Don Pierce, CIO

Sacramento County
Richard Stensrud, CEO

San Antonio Fire & Police
Matt O'Reilly, CIO

University System of Maryland Foundation
Sam Gallo, CIO

Texas Tech
Tim Barrett, CIO

YMCA Retirement Fund
Hunter Reisner, CIO

Washington University
Dan Feder, Managing Director

Soros Family Office
David Chiang, Managing Director - Private Equity
University of Virginia Investment Management
Melanie Davis, Managing Director

National Electrical Benefit Fund
Monte Tarbox, ED, Investments (CIO)

Allstate Investments
Joy Winterfield, Director - Private Equity Real Estate

CIGNA Investment Mgt.
Edward Lewis, Senior Managing Director and Head of Alternative Assets

Zurich Alternative Asset Management 
Ferdinand Seibert, Senior Vice President

Catalina RE (Quanta US Holdings)
Adi Divgi, Head of Alternative Investments

Institute For Advanced Study
Mark Baumgartner, CIO  
Pepperdine University
Michael Nicks, Director of Investments

Maria Tarhanidis, Director, Alternative Investments-Hedge Fund Strategies

U.S. Steel and Carnegie Pension Fund
Ione Wilsmann, Head of Real Estate Investments

Alaska Permanent Fund Corporation
Stephen Moseley, Head of Private Equity

Dilo Seneviratne

Farmers' Group
Karyn Williams, CIO

State of New Jersey Division of Investment
Robin Clifford, Private Equity Investment Officer

Penn Mutual
Trevor Williams, Managing Director and Portfolio Manager

Mercy Health
Anthony Waskiewicz, Chief Investment Officer 

MassMutual Investment Management
Phillip Titolo, Portfolio Manager External Investments

Texas Teachers
Susanne Gealy, Director, External Public Markets






Trustee Advisory Board

LA County (LACERA)
John Barger, Chairman, Board of Investments

New Jersey State Investment Council
Brendan (Tom) Byrne, Jr., Chair

Adam Blumenthal, Trustee and Chair, Investment Subcommittee (and former NYC CIO)

New York State Teachers' (NYSTRS)
Nick Smirensky, Trustee

Wyoming Retirement
Tom Chapman, Trustee

LA Water and Power
Mel Levine, Board President

San Francisco City and County (SFERS)
Joseph Driscoll, Trustee

Anthony Hubbard, Trustee

Ohio Police and Fire
David Heller, Trustee

NYS Common Retirement Fund
Alice Connell, Trustee (equivalent)

YMCA Retirement
Mark Baumgartner, Trustee

New York State Insurance Fund
David Ourlicht, Trustee and Chair, Investment Committee

Stanford University
Hewlett Packard

Ken Frier, Former CIO of all

North Shore - LIJ
Michael Schwartz, Trustee and Investment Committee