Live online format, two virtual roundtable sessions per day
On behalf of AIF Global, we hope you will join us for the 2020 AIF West Coast Investors’ Forum to be held July 20–22. For the first time, the forum will be held in live online format, which will allow investors from across the United States and globally to connect and participate in the critical discussions. The 3-day format will feature two 90-minute virtual roundtable sessions each day, as shown below.
The 2020 AIF West Coast Investors’ Forum is geared toward institutional investment professionals. It will examine investments in illiquid assets and liquid assets through illiquid structures and will be held in roundtable discussion format among subject matter expert investors, consultants, and managers.
Agenda at a Glance
Monday, July 20
9:00–10:30 a.m. PT / 12:00–1:30 p.m. ET
Welcome and Introductions
Investor Roundtable Session—Portfolio Construction
Session Leaders:
- Jonathan Grabel, CIO, LACERA
- Maggie Ralbovsky, Managing Director, Wilshire Associates
Participants:
- Steve Davis, CIO, Sacramento County Employees Retirement System
- Dominic Garcia, CIO, New Mexico PERA
- Alyssa Rieder, CIO, CommonSpirit Health
- Tom Rogers, CIO, Farmers Insurance Group
10:45 a.m.–12:15 p.m. PT / 1:45–3:15 p.m. ET
Private Equity Session
Session Leader:
- Tara Blackburn, Managing Director, Hamilton Lane
Participants:
- Gila Cohen, Managing Director, Real Estate and Private Equity, MUFG
- Jim Donohue, Deputy CIO, Sacramento County Employees’ Retirement System
- Michael Elio, Partner, StepStone
- Gregory Garrett, Managing Director, Portfolio Advisors
- Steve Moseley, Head of Alternative Investments, Alaska Permanent Fund
- Theresa Boyd, Partner, Invesco Private Capital
- Stephen Swentzel, Investment Director, 17Capital
- Brian Sullivan, Managing Director, GCM Grosvenor
- Wray Thorn, CEO and CIO, Sightway Capital, a Two Sigma Company
- Robert Warden, Global Head of Private Equity and Managing Director, Cerberus Capital Management
Tuesday, July 21
9:00–10:15 a.m. PT / 12:00–1:15 p.m. ET
Session I: Traditional Private Credit/Direct Lending
Session Leaders:
- Catherine Beard, Senior Vice President, Alternatives Consulting, Callan
- Oliver Fadley, Research Consultant, Private Markets, NEPC
- Jennifer Wildeman, Senior Portfolio Advisor, Aksia
Participants:
- Jacob Abbott, Investment Officer, San Bernardino County Employees’ Retirement Association
- Dominic Garcia, CIO, New Mexico PERA
- Matthew Harvey, Managing Director, Head of Direct Lending, PGIM Private Capital
- Matt Liepert, Managing Director, Antares Capital
- James Kirby, President & Co-Founder, Deerpath Capital Management
- Colbert Cannon, Managing Director, HPS Investment Partners
- Rahman Vahabzadeh, Managing Director, Audax Private Debt
- Larry Zimmerman, Head of Private Debt Origination, Benefit Street Partners
- John Zito, Senior Partner, Deputy CIO of Apollo Credit, Co-Head of Global Corporate Credit, Apollo Global Management
10:30–11:45 a.m. PT / 1:30–2:45 p.m. ET
Session II: Alternative Credit Investing
Session Leaders:
Catherine Beard, Senior Vice President, Alternatives Consulting, Callan
Oliver Fadley, Research Consultant, Private Markets, NEPC
Jennifer Wildeman, Senior Portfolio Advisor, Aksia
Participants:
- Jacob Abbott, Investment Officer, San Bernardino County Employees’ Retirement Association
- Dominic Garcia, CIO, New Mexico PERA
- Michael Oliver Weinberg, Head of Hedge Funds and Alternative Alpha, APG
- Robin Doumar, Managing Partner and Founder, Park Square Capital
- Bryan High, Managing Director, Barings
- Scott Klein, Founding Partner, Co-CEO and Co-CIO, Beach Point Capital
- Daniel Pietrzak, Partner, KKR
- Richard Robb, CEO, Christofferson Robb & Company
- Tod Trabocco, Director of Strategy & Research, ITE Management
- Chris Wright, Managing Director and Head of Private Markets, Crescent Capital Group
12:00–1:15 p.m. PT / 3:00–4:15 p.m. ET
Session III: Diversifiers/Opportunistic Investing
Session Leaders:
Catherine Beard, Senior Vice President, Alternatives Consulting, Callan
Oliver Fadley, Research Consultant, Private Markets, NEPC
Jennifer Wildeman, Senior Portfolio Advisor, Aksia
Participants:
- Dave Finstad, Senior Portfolio Manager, British Columbia Investment Management Corporation (BCI)
- Alec Stais, CIO, Providence St. Joseph Health
- Nina Tannenbaum, Managing Director, TIAA
- Michael Oliver Weinberg, Head of Hedge Funds and Alternative Alpha, APG
- Richard Bersch, Managing Director-Head of Relative Value and Macro/Opportunistic Research, J.P. Morgan
- Carson Boneck, Chief Data Officer, Balyasny Asset Management
- Clayton DeGiacinto, CIO, Managing Partner, Axonic Capital
- Bruce Richards, CEO, Chairman and Co-Managing Partner, Marathon Asset Management
- Bill Sanders, Partner, President, Chief Operating Officer, 400 Capital Management
1:30–2:30 p.m. PT / 4:30–5:30 p.m. ET
Presentation by Duke University Professor of Finance Campbell Harvey
The strategic selection and manipulation of data can lead to many different versions of “truth.” Investors need to be especially vigilant in this era of big data, large number of predictors, and plethora of methods.
Wednesday, July 22
9:00–10:30 a.m. PDT / 12:00–1:30 p.m. ET
Real Estate Session
Session Leader:
Edward Schwartz, Principal, ORG Portfolio Management
Participants:
- Gila Cohen, Managing Director, Real Estate and Private Equity, MUFG
- Kelly Marshall, Executive Vice President, Strategic Partnerships, OMERS
- Tom Rogers, CIO, Farmers Insurance Group
- Mark Wojcichowsky, Managing Director, Alberta Teachers’ Retirement Fund
- Bill Benjamin, Global Head of Real Estate, Ares Management
- Boyd Fellows, Founder and Co-Head of Capital Markets and Operations, ACORE Capital LP
- Jeffrey Fine, Managing Director, Merchant Banking Division Real Estate Group, Goldman Sachs
10:45 a.m.–12:15 p.m. PT / 1:45–3:15 p.m. ET
Infrastructure Session
Session Leader:
Christopher Slavin, Partner, Albourne Partners
Participants:
- Ross Alexander, Portfolio Manager, Alaska Permanent Fund
- Nic DiLoretta, Managing Director, Deputy Head of Private Equity & Real Asset Research, Aksia
- Charles Fitzpatrick, Portfolio Manager, Investments-Infrastructure, CalSTRS
- Tim Formuziewich, Managing Director and Head of Infrastructure, Investment Management Corporation of Ontario (IMCO)
- Kelly Marshall, Executive Vice President, Strategic Partnerships, OMERS
- Jan Mende, Senior Vice President, Callan
- James Rice, Principal Investment Officer, LACERA
- David Altshuler, Executive Director, IFM Investors
- John Breckenridge, Senior Managing Director, Head of Clean Energy, Capital Dynamics
- Joseph Falcone, COO, Ostrum Asset Management U.S., an affiliate of Natixis Investment Managers
- Luke Taylor, Senior Managing Director, Stonepeak Partners
- Aaron Vale, Vice President, CBRE Caledon Capital Management
- TBC, First State Investments
12:15–12:30 p.m. PT / 3:15–3:30 p.m. ET
2020 AIF West Coast Investors' Forum Wrap-up
Confirmed Investor Participants and Speakers
Jake Abbott
Investment Officer
San Bernardino County Employees’ Retirement Association
Ross Alexander
Portfolio Manager
Alaska Permanent Fund
Frank Atkins
Investment Analyst
Texas Municipal Retirement System
Robert Ball
CIO
Joint Industry Board of the Electrical Industry
Catherine Beard
Senior Vice President, Alternatives Consulting
Callan
Derek Bergquist
Director
Texas County & District Retirement System
Tara Blackburn
Managing Director
Hamilton Lane
Hester Cai
Portfolio Manager
MassMutual
Shanta Chary
Director of Investments
Orange County Employees’ Retirement System
Gila Cohen
Managing Director
MUFG
Luke D’Alves
Director, Strategic Partnerships
OMERS
Steve Davis
CIO
Sacramento County Employees’ Retirement System
Nic DiLoretta
Managing Director, Head of Private Equity & Real Assets Research
Aksia
Adi Divgi
Head of Alternative Investments and Director of Portfolio Management
Catalina Holdings (Bermuda) Ltd
Jim Donohue
Deputy CIO
Sacramento County Employees’ Retirement System
Daniel Eisenberg
Investment Associate
CM Capital Advisors
Michael Elio
Partner
StepStone
Oliver Fadly
Research Consultant, Private Markets
NEPC
Jose Fernandez
Partner
StepStone Group
Dave Finstad
Senior Portfolio Manager
British Columbia Investment Company (BCI)
Charles Fitzpatrick
Portfolio Manager, Investments-Infrastructure
CalSTRS
Tim Formuziewich
Managing Director and Head of Infrastructure
Investment Management Corporation of Ontario
Ken Frier
Investment Advisory Group
Alaska Permanent Fund Corp.
Ron Fu
Senior Investment Officer
Joint Industry Board of the Electrical Industry
Dominic Garcia
CIO
New Mexico Public Employees’ Retirement System
Gregory Garrett
Managing Director
Portfolio Advisors
Eric Golberg
Trustee, Chair of the Investment Committee
ELCA Foundation
Ralph Goldsticker
CIO
Alan Biller and Associates
Perry Golkin
Trustee
University of Pennsylvania
Jonathan Grabel
CIO
Los Angeles County Employees’ Retirement Association (LACERA)
Melissa Griffin
Senior Investment Analyst-Private Equity
Georgia Division of Investment Services
Travis Haney
Senior Investment Manager
State of Michigan Retirement System
JoAnn Hanson
Member, Real Estate Advisory Committee
New York State Common Retirement Fund
Yunjeong Hong
Director
Korea Post
Guy Hopgood
Director
bFinance
Amy Hsiang
Director of Fixed Income and Alternative Credit
RFK, Inc.
Dong Hun Jang
CIO
Public Officials Benefit Association of South Korea (POBA)
Emma Ji
Investment Associate
Orange County Employees Retirement System
Bongjun Jin
Head of New York Office
Korea Post
Nikki Jones
Director, Investments
Willis Towers Watson
Thomas Kim
Investment Officer
San Bernardino County Employees’ Retirement Association
Panayiotis Lambropoulos
Portfolio Manager
Employees Retirement System of Texas
Kelly Marshall
Executive Vice President, Strategic Partnerships
OMERS
Jan Mende
Senior Vice President
Callan
Steve Moseley
Head of Alternative Investments
Alaska Permanent Fund
Jason Moss
Managing Director
Verus
Elaine Orr
Trustee
City of San Jose Retirement System
Jay Pomatto
Managing Director
bFinance
Logan Rahn
Associate
Alaska Permanent Fund Corp.
Maggie Ralbovsky
Managing Director
Wilshire Associates
Rafael Ramirez
Portfolio Manager-Private Equity & Special Opportunities
Alaska Permanent Fund Corporation
James Rice
Senior Investment Officer
LACERA
Jonathan Rich
Manager, Investment Strategy & Implementation
CenturyLink
Susan Ridlen
CIO
Eli Lilly and Company
Alyssa Rieder
CIO
CommonSpirit Health
Tom Rogers
CIO
Farmers Insurance
Mark Sandbulte
Vice President, Investment Strategy
FBL Financial Group, Farm Bureau Financial Services
Edward Schwartz
Principal
ORG Portfolio Management
Christopher Slavin
Partner
Albourne Partners
Alec Stais
CIO
Providence Health & Services
Patty Steinwedell
Senior Analyst
Teacher Retirement System of Texas
Nina Tannenbaum
Managing Director
TIAA
Fernando Vinzons
Director of Investments
Cook County Pension Fund
Neal Wallach
Investment Strategist
Houston Police Officers’ Pension System
Michael Weinberg
Head of Hedge Funds and Alternatives
APG
Jennifer Wildeman
Senior Portfolio Advisor
Aksia
Shane Willoughby
Senior Investment Officer
State University Retirement System of Illinois
Mark Wojcichowsky
Managing Director, Real Estate
Alberta Teachers’ Retirement Fund
Jae Yoon
CIO
New York Life Investment Management
Ryan Zafereo
Senior Investment Officer
Teacher Retirement System of Texas
David Zhu
Senior Portfolio Manager-Alternatives
Sentry Insurance
Registered with the National Association of State Boards of Accountancy (NASBA)
AIF Global is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org
