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

Aksia LLC
Jim Vos, CEO
Bruce Ruehl, Global Portfolio Strategist
Matt Mullarkey, Head of Portfolio Advisory, Americas
Samantha Levenstein, Senior Portfolio Advisor

Albourne Partners Ltd.
John Claisse, CEO
Jonny Lach, Partner
Lincoln Smith, Partner

Altius Associates
William Charlton, Ph.D., Partner

Aon Hewitt
Kristen Doyle, Partner
Karen Rode, Partner

Callan Associates
Brady O'Connell, Senior Vice President

Cambridge Associates
Myles Gilbert, Managing Director
Global Investment Research

Caspian Private Equity
Sheryl Schwartz, Managing Director

Chris Solarz, Managing Director

Courtland Partners, Ltd.
Michael Humphrey, Managing Principal

Sean Gill, Partner
Rhett Humphreys, Partner

ORG Portfolio Management
Ed Schwartz, Managing Principal

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

The Townsend Group
Rob Kochis, Principal

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

Wilshire Associates
Steve Foresti, CIO
Marc Friedberg, Managing Director

Investor Advisory Board

State of Florida
Ash Williams, Executive Director and CIO

State of Maine
Andrew Sawyer, CIO

Richard Ochman, Managing Director
Monika Rocz, Managing Director

Alaska Permanent Fund Corporation
Stephen Moseley, Head of Private Equity

AP2 (Sweden)
Tomas Franzen, Chief Investment Strategist

Arizona Public Safety Personnel Retirement System
Ryan Parham, CIO

Todd Lapenna, Portfolio Manager

Diloshini Seneviratne, Portfolio Manager

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

China Investment Corporation
Roslyn Zhang, Managing Director, Fixed Income and Absolute Return Investment Department

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

Employees Retirement System of Texas (ERS)
Sharmila Chatterjee Kassam, Deputy CIO

Farmers Insurance Group of Companies
Karyn Williams, CIO

Fire and Police Association of Colorado
Dale Martin, Director of Illiquid Alternatives

Indiana Public Retirement System
Steve Russo, Executive Director

Institute For Advanced Study
Mark Baumgartner, CIO

LA Water and Power
Jeremy Wolfson, CIO

Joy Winterfield, Managing Director
Phillip Titolo, Portfolio Manager External Investments

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

Mercy Health
Anthony Waskiewicz, CIO
Elizabeth Jourdan, Deputy CIO

Maria Tarhanidis, Director, Alternative Investments-Hedge Fund Strategies

Mount Sinai Health System
Scott Pittman, CIO

National Electrical Benefit Fund
Monte Tarbox, CIO

New Hampshire Retirement System
Larry Johansen, CIO

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

North Carolina Retirement System
Kevin SigRist, CIO

Oregon State Treasury
John Hershey, Director of Alternative Investments

Penn Mutual Life
Trevor Williams, Managing Director and Portfolio Manager

PERA of New Mexico
Jonathan Grabel, CIO

Sacramento County (SCERS)
Richard Stensrud, CEO

San Antonio Fire & Police
Matthew O'Reilly, CIO

San Bernardino County (SBCERA)
Don Pierce, CIO

San Joaquin County (SJCERA)
Nancy Calkins, CIO

Soros Family Office
David Chiang, Senior Investment Officer

Texas Municipal Retirement System
TJ Carlson, CIO

Texas Tech University
Tim Barrett, CIO

Teacher Retirement System of Texas (TRS)
Susanne Gealy, Director, External Public Markets

Texas Treasury Safekeeping Trust Company
Marianne Scott Dwight, Investment Committee Member

Washington University in St. Louis
Dan Feder, Managing Director

United Nations Joint Staff Pension Fund
Roberta Waxman-Lenz, Portfolio Manager
Investment Officer-Real Estate

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

University of California Regents
Scott Chan, Senior Managing Director of Public Equity

University of Virginia Investment Management
Melanie Davis, Managing Director

University System of Maryland Foundation
Sam Gallo, CIO

YMCA Retirement Fund
Hunter Reisner, CIO

Zurich Alternative Asset Management
Ferdinand Seibert, Managing Director

Stanford Management Company
Hewlett Packard
Ken Frier, Former CIO of all  

Trustee Advisory Board

Ohio Police and Fire Pension Fund
J. David Heller, Trustee

Los Angeles County (LACERA)
Vivian Gray, Vice Chair of the Board of Trustees

LA Water and Power
Mel Levine, Board President

MassPRIM Board
Anthony Hubbard, Trustee

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

New York State Common Retirement Fund
Alice Connell, Member, Real Estate Advisory Committee

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

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

North Shore - LIJ
Michael Schwartz, Trustee and Investment Committee

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

South Carolina Retirement System Investment Commission
Curtis M. Loftis, Jr., Commissioner and State Treasurer

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

University of Pennsylvania
Perry Golkin, Trustee

Virginia Retirement System
Robert Greene, Chairman of the Board of Trustees

Wyoming Retirement
Tom Chapman, Board Member and Chair, Investment Committee

YMCA Retirement
Mark Baumgartner, Trustee