Founder

Brant K. Maller
CEO
Alternative Investments Forum
bmaller@aifglobal.org



Advisory Board Chair

Josh Lerner
Jacob H. Schiff Professor of
Investment Banking
Harvard Business School
jlerner@bellaresearch.com

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

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

Sheridan Titman, Ph.D.
Professor 
Department of Finance
The University of Texas at Austin
McCombs School of Business


Randolph B. (Randy) Cohen, Ph.D.
Senior Lecturer
MIT Sloan School of Management

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


Cliffwater
 
Pete Keliuotis, Senior Managing Director
Chair
Chris Solarz, Managing Director

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

Aksia LLC
Jim Vos, CEO
Bruce Ruehl, Head of Advisory, Americas
Samantha Levenstein, Portfolio Advisory

The Townsend Group
Rob Kochis, Principal

NEPC
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

Investor Advisory Board


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

Chair

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

State of Oregon
John Hershey, Head of Alternative Investments

AP2 (Sweden)
Tomas Franzen, Chief Investment Strategist

City of New York
Rafique deCastro, SIO

Texas Employees (ERS)
Robert Lee, III, SIO

State of Massachusetts (MassPRIM)
Eric Nierenberg, SIO

State of New Mexico (PERA)
Jonathan Grabel, CIO

State of Connecticut
Terrence Purcell, PIO

State of Arizona (PSPRS)
Ryan Parham, CIO

State of New Hampshire
Larry Johansen, CIO 

Chicago Teachers’
Carmen Heredia-Lopez, CIO

LA Water and Power
Jeremy Wolfson, CIO

State of Indiana
Steve Russo, ED

Sacramento County
Scott Chan, CIO

San Bernardino County
Don Pierce, CIO

San Antonio Fire & Police
Matt O'Reilly, CIO

University System of Maryland Foundation
Sam Gallo, CIO

Texas Tech
Tim Barrett, CIO

Washington University
Dan Feder, SIO

Soros Family Office
David Chiang, SIO

National Electrical Benefit Fund
Monte Tarbox, CIO

AIG
Melanie Davis, Head of Alternative Investments

Allstate Investments
Joy Winterfield, SIO

CIGNA Investment Mgt.
Edward Lewis, Head of Alternative Investments

Zurich Insurance 
Ferdinand Seibert, SIO 

Catalina RE
Adi Divgi, Head of Alternative Investments




 

Trustee Advisory Board


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

UAW VEBA
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

LA Fire and Police
Emanuel Pleitez, Trustee

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

MassPRIM
Anthony Hubbard, Trustee

Ohio Police and Fire
David Heller, Trustee

NYS Common Retirement Fund
Alice Connell, Trustee (equivalent)