2021 AIF European Investors' Forum
September 28–30 | Connecting Investors Globally | Live Online
On behalf of AIF Global, we hope you will join us for the 2021 AIF European Investors’ Forum to be held September 28–30. The forum will be held in live online format, which will allow investors from across Europe, the Middle East, and North America to connect, participate in the critical discussions, and share best ideas, practices, and information.
The 2021 AIF European Investors’ Forum is geared toward institutional investment professionals that are deploying their capital globally. The custom, three-day agenda will cover a cross section of cutting-edge topics through various formats, including investment roundtable discussions among subject matter expert investors, consultants, and managers.
We are excited to feature special sessions devoted to the collaborative work by AIF Institute Centers of Excellence faculty members through the Center for ESG and Sustainable Investing and the Center for Financial Innovation. Read more on the AIF Institute Centers of Excellence
To ensure your participation in the 2021 forum, please register using the following link:
Agenda at a Glance
Day One: Tuesday, September 28
7:30–7:45 a.m. EDT
12:30–12:45 p.m. BST
1:30–1:45 p.m. CEST
Welcome and Introductions
Welcome:
- Brant Maller, Founder and CEO, AIF Global
- Melissa Waller, President, AIF Institute
Introduction:
- Valérie Bénard, Head of Aksia Europe, Aksia LLC
7:45–8:45 a.m. EDT
12:45–1:45 p.m. BST
1:45–2:45 p.m. CEST
The Evolution of ESG Data and its Focus Among Investors
Introduction by:
- Sharmila Kassam, Executive Director, AIF Institute
Moderator:
- Valérie Bénard, Head of Aksia Europe, Aksia LLC
Panelists:
- Jacqueline Amy Jackson, Head of Responsible Investment, London LGPS CIV Limited
- Ferdinand Seibert, Managing Director, Zurich Alternative Asset Management
- Robert Esposito, Senior Counsel, ESG, Apollo Global Management
- Ladislas Smia, Head of Sustainability Research, Mirova
9:00–10:00 a.m. EDT
2:00–3:00 p.m. BST
3:00–4:00 p.m. CEST
Private Credit Session I: Core Strategies
Session Leader:
- Leo Fletcher-Smith, Senior Vice President, European Private Credit Strategy Head, Aksia LLC
Session Participants:
- Nedelina Lazarova, Investment Manager, HQ Trust
- Robert Thompson, Senior Portfolio Manager-Credit, UPS
- Amit Bafna, Managing Director, Antares Capital
- James Kirby, Founder and President, Deerpath Capital Management, LP
- Robin Doumar, Managing Partner, Park Square Capital, LLP
- Andrew Radkiewicz, Global Head of Private Debt Strategy and Investor Solutions, PGIM Real Estate
10:15–11:15 a.m. EDT
3:15–4:15 p.m. BST
4:15–5:15 p.m. CEST
Private Credit Session II: Specialized Strategies
Session Leader:
- Kellie Hata, Partner and Head of European Private Markets, Albourne Partners
Session Participants:
- Xevi Moreno Tarres, CIO, HNA
- Joe Abrams, Head of Private Debt, Europe, Mercer
- Robert Thompson, Senior Portfolio Manager-Credit, UPS
- Stephen Quinn, Co-Head of Credit, 17Capital
- Nicole Downer, Managing Partner, MV Credit
- Andrew Springer, Partner and Senior Portfolio Manager, Marathon Asset Management
- Justin Staadecker, Managing Director, HPS Investment Partners
Day Two: Wednesday, September 29
7:30–8:30 a.m. EDT
12:30–1:30 p.m. BST
1:30–2:30 p.m. CEST
Private Equity Session
Session Leader:
- Michael Elio, Partner, StepStone Group
Session Participants:
Todd Cohen, Director-Investment Office, New York Presbyterian
- Martin Fehr, Head of Private Equity, Managing Director, Group Asset Management, Swiss Re Management Ltd.
- Andrew Bernstein, Head of Private Equity, Capital Dynamics
- Tim Franks, Partner, KKR
- Scott Humber, Partner, Ares Secondary Solutions, Ares Management
- Joe Rogers, Managing Director, Audax Group
- Andrew Tisdale, Senior Managing Director, Providence Equity
8:45–9:45 a.m. EDT
1:45–2:45 p.m. BST
2:45–3:45 p.m. CEST
Diversifying and Opportunistic Strategies
Session Leader:
- Oliver Newton, Head of Hedge Fund Portfolios, Aksia LLC
Session Participants:
- Dean Atkins, Managing Director, Investment Management, Europe, 400 Capital Management
- Skardon Baker, Senior Partner, Head of European Principal Fund, Apollo Management International LLP
- Deniz Cicek, Portfolio Manager, Axonic Systematic Arbitrage Fund, Axonic Capital
- Frederick Pollock, Managing Director, Chief Investment Officer, Office of the Chairman, GCM Grosvenor
- David Teitelbaum, Senior Managing Director and Head of our European Advisory Offices, Cerberus
10:00–11:00 a.m. EDT
3:00–4:00 p.m. BST
4:00–5:00 p.m. CEST
AIF Institute Center for Financial Innovation
Moderators:
- Steven D’Mello, Partner, Operation Due Diligence, Albourne Partners (Canada) Limited
- Sharmila Kassam, Executive Director, AIF Institute
Panelists:
Aya Kantorovich, Head of Institutional Coverage, FalconX
- John D’Agostino, Fellow, AIF Institute
Day Three: Thursday, September 30
8:00–9:00 a.m. EDT
1:00–2:00 p.m. BST
2:00–3:00 p.m. CEST
Harvard Business School Case Study: The Canada Pension Plan Investment Board (CPP Investments), April 2021
Presenter:
Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking, Harvard Business School and Advisory Board Chair, AIF Global
Case Study Panelists:
- Elena Manola-Bonthond, CIO, CERN Pension Fund
- Gaurav S. Amin, Head of Fintech and Implementation, Albourne Partners Limited
- Tom Tull, Former CIO, Employees’ Retirement System of Texas
- Winston Wenyan Ma, Adjunct Professor, NYU School of Law and Former Managing Director, CIC
9:15–10:15 a.m. EDT
2:15–3:15 p.m. BST
3:15–4:15 p.m. CEST
Real Estate Roundtable Session
Session Leader:
- Peter Hobbs, Managing Director, Head of Private Markets, bfinance
Session Participants:
- Dhruv Narain, Senior Portfolio Manager – Real Assets, Plenisfer Investments
- Larissa Belova, Deputy Portfolio Manager, CBRE Global Investors
- Warren de Haan, Managing Partner and Co-Chief Executive Officer, ACORE Capital
- Jonathan Hollick, Head of European Real Estate & CIO ex DACH, UBS Asset Management
- John Ruane, Co-Head, European Real Estate Equity, Ares Management
10:30–11:45 a.m. EDT
3:30–4:45 p.m. BST
4:30–5:45 p.m. CEST
Infrastructure Investing Roundtable Session
Session Leader:
- Aaron Vale, Managing Director, CBRE Caledon Investment Management
Session Participants:
Anish Majmudar, Head of Real Assets, M&G Alternatives
- Dhruv Narain, Senior Portfolio Manager – Real Assets, Plenisfer Investments
- Nic DiLoretta, Managing Director, Head of Real Assets Research & Co-Investments, Aksia LLC
- Deepa Bharadwaj, Executive Director, IFM Investors
- Gwenola Chambon, CEO, Founding Partner, Vauban Infrastructure Partners
- Lucy Heintz, Partner, Actis
- Nicholas Moller, Investment Specialist, Infrastructure Investments Group, J.P. Morgan Asset Management
- Yacine Saidji, Managing Partner and Co-Head of European Investing, Morgan Stanley Infrastructure Partners
2021 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 LLC
Valérie Bénard, Head of Askia Europe
Leo Fletcher-Smith, CFA, Senior Vice President, European Private Credit Strategy Head
Oliver Newton, Head of Hedge Fund Portfolios
Nic DiLoretta, Managing Director, Head of Real Assets Research & Co-Investments
Albourne Partners
Gaurav S. Amin, Head of Fintech and Implementation
Kellie Hata, Partner, Head of European Private Markets
Evelina Klerides, Analyst
Steven D’Mello, Partner, Operational Due Diligence (Canada)
APG Asset Management
Pruthvi Bhat, Investment Risk Manager – Global Private Equity
bfinance
Peter Hobbs, Managing Director, Head of Private Markets
BVK
Suzana Mijucic, Investment Manager
Callan LLC
Sara Hakim, Senior Vice President
Cardano
Simone Tarozzi, Senior Investment Manager
CBRE Caledon Investment Management
Aaron Vale, Managing Director
CERN Pension Fund
Elena Manola-Bonthond, CIO
CM Capital Advisors / CHA Family Office
Daniel Eisenberg, Associate Director, Private Equity
Employees Retirement System of Texas
Tom Tull, CIO
HNA
Xevi Moreno Tarres, CIO
HQ Trust
Nedelina Lazarova, Investment Manager
Korea Federation of Small and Medium Business
Yunjeong Hong, Investment Manager
London LGPS CIV Limited
Jacqueline Amy Jackson, Head of Responsible Investment
LUMEN – CenturyLink
Paul Strong, Director
Mass Mutual
Phillip Titolo, Head of Direct Private Investments
M&G plc
Gordon Clark, MD
Anish Majmudar, Head of Real Assets
Mercer
Joe Abrams, Head of Private Debt, Europe
Tom Kierzkowski, Portfolio Manager
New York-Presbyterian
Tod Cohen, Director-Investment Office
New York State Teachers’ Retirement System
Nick Chladek, Manager of Private Equity – International
Osool Asset Management
Xavier Verdeyen, Chief Risk Officer
Perpetual Investors
Christian Wiehenkamp, CIO
Plenisfer Investments (Generali Group)
Dhruv Narain, Senior Portfolio Manager
Roots Investments
Volkert de Klerk, CIO
San Francisco Employees’ Retirement System
Cynthia Wong, Analyst
Santander UK
Marcelo Scenna, Director of ALM
School Employees Retirement System of Ohio
Adam Messerschmitt, Investment Officer – Global Private Credit
Sempra Energy
Carina Coleman, Director, Pension & Trust Investments
StepStone Group
Michael Elio, Partner
Swiss Re Management Ltd.
Martin Fehr, Head of Private Equity, Managing Director, Group Asset Management
The Rockefeller University
Nicole Cai, Investment Analyst
Texas Permanent School Fund
Kathryn Gernert, Senior Portfolio Manager
Triglav Insurance
Neda Podergajs, Portfolio Manager
UPS
Robert Thompson, Senior Portfolio Manager-Credit
UTM Management
Kaiming Chiang, Director
Wafra Europe Ltd.
Tom Rotherham-Winqvist, Managing Director
West Virginia University Foundation
Kaylon McInelly, Associate VP, Investments
Weybourne
Jane Simpson, Investment Director
Wren House
Ahmad Al-Hamad, Director
Zurich Alternative Asset Management
Ferdinand Seibert, Managing Director
Dionysios Christopoulos, Director
