2022 AIF European Investors' Forum
October 26–27 | London
On behalf of AIF Global, we hope you will join us in-person at the Sheraton Grand London Park Lane in the Mayfair district of London.
Agenda at a Glance
Wednesday, October 26
12:00–12:30 p.m.
Registration for Women Investors' Luncheon Session
12:30–1:30 p.m.
Women Investors' Luncheon Session
Valérie Bénard, Partner and Head of Aksia Europe, Aksia
- Melissa Waller, President, AIF Global and the AIF Institute
1:15–1:45 p.m.
Registration for AIF European Investors’ Forum
1:45–2:00 p.m.
Welcome Remarks and Introductions
Brant Maller, CEO, AIF Global and the AIF Institute
- Melissa Waller, President, AIF Global and the AIF Institute
2:00–2:30 p.m.
Opening Academic Viewpoint on Private Equity
- Tim Jenkinson, Professor of Finance, Said Business School, University of Oxford
2:45–3:45 p.m.
Private Equity Roundtable Session
Session Leader:
Veronica Bateman, Senior Vice President, Private Credit Strategist, Aksia
Session Participants:
- Stavros Mercouris, Director, Private Equity, KKR
- Naoki Ohta, Managing Director, Diversified Alternative Equity, Barings
- Eric Deram, Managing Partner, Flexstone Partners
4:00–4:30 p.m.
Academic Keynote Presentation: Do We Need ESG?
- Alex Edmans, Professor of Finance, London Business School and Mercers School Memorial Professor of Business, Gresham College
4:30–5:30 p.m.
AIF Institute Center for ESG and Sustainable Investing Panel
Moderator:
Paul Lee, Director and Co-Head of Sustainable Investment, Redington
Panelists:
- Ferdinand Seibert, Former Managing Director and Head of Private Equity, Zurich Alternative Asset Management and Fellow, AIF Institute
- Nicole Downer, Partner and Head of Investor Solutions, MV Credit
- Machal Karim, Head of ESG, Blue Owl
5:30–6:30 p.m.
Welcome Reception
Thursday, October 27
8:00–8:45 a.m.
Registration and Continental Breakfast
8:45–9:00 a.m.
Introductory Remarks and Recap of Day One
Brant Maller, CEO, AIF Global and the AIF Institute
- Melissa Waller, President, AIF Global and the AIF Institute
9:00–9:30 a.m.
AIF Institute Center for Financial Innovation: Academic Primer
Randy Cohen, Senior Lecturer, Harvard Business School
9:30–10:30 a.m.
AIF Institute Center for Financial Innovation Panel: Finding New Sources of Alpha in These Challenging Times
Moderator:
Randy Cohen, Senior Lecturer, Harvard Business School
Panelists:
- Sarah Fromson, Chair of Investment Board, Cambridge University Endowment Fund
- Farouk Jibraj, Head of Alternative Risk Premia, Fidelity Investments
- John D’Agostino, Senior Advisor, Coinbase and Fellow, AIF Institute
10:45 a.m.–12:00 p.m.
Private Credit Roundtable Session
Session Leader:
Leo Fletcher-Smith, Managing Director, Head of European Private Credit Strategy, Aksia
Session Participants:
- Roy Kuo, CIO, Galilei Investment Office
- Ben Piggot, DC Plan Secretary, RoyalMail
- Eli Appelbaum, Managing Director, Alternative Credit, Ares Management
- Robin Doumar, Managing Partner, Park Square Capital
- Owen James, Managing Director, 17Capital
- Antonella Napolitano, Managing Director, Deerpath Capital Management
- Raphael Schorr, Partner and Portfolio Manager, HighVista Strategies
12:00–1:15 p.m.
Luncheon
1:15–2:15 p.m.
Real Assets: Real Estate and Infrastructure
Session Leader:
Michael Elio, Partner, StepStone
Session Participants:
- Laia Massague, Managing Director, StepStone Group
- John Carey, Executive Director, IFM Investors
- Sion Jones, COO, Equitix
- Pav Lamba, Director, Direct Private Infrastructure Investments, CBRE Investment Management
- Andrew Radkiewicz, Global head of Private Debt Strategy and Investor Solutions, PGIM Real Estate
- Neda Vakilian, Managing Director, Actis
2:30–3:30 p.m.
AIF Institute Center for Insurance Investing Panel
Moderator:
Neil Holmes, Director-Insurance Client Consulting, bfinance
Panelists:
- Todd Isaac, Deputy CIO, Europe, Monument Re
- Hayley Rees. Managing Director, Pension Insurance Corporation (PIC Capital)
- Sophie Coleman, Head of Insurance Product Development, EMEA, BlackRock
- Simon Richards, Head of Insurance, Insight Investment
- Carlos Vilares, Principal and Head of Insurance Solutions, Pantheon Ventures (UK)
3:30–4:30 p.m.
Closing Reception
2022 AIF European Investors' Forum Confirmed Participants List
The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)
Aksia
Veronica Bateman – Senior Vice President, Private Credit Strategist
Valerie Benard, Partner, Head of Aksia Europe
Miryam Colombo, Portfolio Advisor
Leo Fletcher-Smith, Strategy Head, European Alternatives
bfinance
Neil Holmes, Director-Insurance
BT Pension Scheme Management
Davide Deagostino, Deputy Head of Unit X
Cambridge Associates
Rohan Dutt, Senior Investment Director, Secondaries
Nicolas Schellenberg, Managing Director
Cambridge University Endowment Fund
Sarah Fromson, Chair of Investment Board
Galilei Investment Office
Roy Kuo, CIO
Hounslow Council
John Todd, Deputy Chair Pension Fund
Kuwait Public Institute for Social Security
Tom Rotherham-Winqvist, Managing Director, Wafra Europe
Legal & General
David Linehan, Senior Investment Officer
M&G Investments
Haran Arumugam, Investment Director
Mercer
Tomasz Kierzkowski, Portfolio Manager
Monument Re
Todd Isaac, European Treasurer
Ormonde Partners
Joanna Kirby, Managing Director
Osool
Xaxier Vermeyen, Chief Risk Officer
Pension Insurance Corporation (PIC Capital)
Hayley Rees, Managing Director
Railpen
Joackim Karlsson, Investment Manager
Richard Moon, Investment Director
Redington
Pete Drewienkiewicz, CIO
Paul Lee, Director and Co-Head of Sustainable Investment
RoyalMail
Ian McKnight, CIO
StepStone Group
Michael Elio, Partner
Laia Massague, Managing Director
Robert Murphy, Principal, Real Estate
United Nations Joint Staff Pension Fund
Elizabeth Caldas, Investment Officer
