Calendar

2021 AIF Southwest Investors’ Forum

2021 AIF Southwest Investors' Forum

2021 AIF Southwest Investors' Forum

November 16–17 | In Person | Austin

On behalf of AIF Global, we invite you to join us for the 2021 AIF Southwest Investors’ Forum on November 16–17 at the Four Seasons Hotel in Austin, Texas. The Forum is geared toward institutional investment professionals and will include a comprehensive agenda of asset-class sessions and panel discussions.

The AIF Southwest Investors’ Forum will begin with a keynote panel from the AIF Institute Center for Financial innovation followed by a welcome reception and dinner on Tuesday, November 16.  On Wednesday, November 17, the forum will feature a full day of comprehensive programming, including investment roundtable sessions on private equity, private credit, diversifying and opportunistic strategies, real estate, and infrastructure investing, and a CIO leadership panel. Register online

Agenda at a Glance

Day One: Tuesday, November 16

3:45–4:15 p.m. CST

General Registration for all Attendees

Open to both Southwest Trustee Education Program participants and Southwest Investors’ Forum participants

4:15–5:15 p.m. CST

Center for Financial Innovation Panel: What Every CIO Should Know About Technology

Open to both Southwest Trustee Education Program participants and Southwest Investors’ Forum participants

Session Leader:

  • John D’Agostino, Fellow, AIF Institute

5:30–8:30 p.m. CST

Welcome Reception and Dinner
Four Seasons Hotel Terrace and Lawn

Open to both Southwest Trustee Education Program participants and Southwest Investors’ Forum participants

Keynote Address:

  • The Honorable Glenn Hegar, Comptroller, State of Texas

Day Two: Wednesday, November 17

8:15 a.m. CST

Check in: AIF Southwest Trustee Education Program

8:45–9:00 a.m. CST

Welcome and Introductions

9:00–9:50 a.m. CST

Private Equity Roundtable Session

Session Leader:

  • Greg Garrett, Managing Director, Portfolio Advisors

Session Participants:

  • Adriana Ballard, Portfolio Manager, Employees’ Retirement System of Texas

  • Michael Elio, Partner, StepStone

  • Chirag Shah, Senior Portfolio Manager, Private Equity and Special Opportunities, Alaska Permanent Fund Corporation

10:00–10:50 a.m. CST

Private Credit Roundtable Session I: Core Strategies

Session Leader:

  • Lynn O’Connell, Senior Portfolio Advisor, Aksia LLC

11:00–11:50 a.m. CST

Private Credit Roundtable Session II: Specialized Strategies

Session Leader:

  • Lynn O’Connell, Senior Portfolio Advisor, Aksia LLC

12:00–1:00 p.m. CST

CIO Roundtable Discussion: What’s Next on the Horizon

1:00–2:00 p.m. CST

Luncheon

2:00–2:50 p.m. CST

Diversifiers & Opportunistic Strategies Session

Session Leader:

  • TBC, Albourne

Session Participant:

  • Panayiotis Lambropoulos, Portfolio Manager, Hedge Funds,  Employees Retirement System of Texas

3:00–3:50 p.m. CST

Infrastructure Roundtable Session

Session Leader:

  • Rob Kochis, Partner, The Townsend Group (TBC)

4:00–4:50 p.m. CST

Real Estate Roundtable Session

Session Leaders:

  • Grant Walker, Senior Director, Teacher Retirement System of Texas
  • Rob Kochis, Partner, The Townsend Group

5:00–6:00 p.m. CST

Closing Reception/Forum Concludes

2021 AIF Southwest 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)

Alaska Permanent Fund Corporation
Chirag Shah, Senior Portfolio Manager, Private Equity and Special Opportunities

Aksia
Alex Dauria, Senior Portfolio Advisor

Lynn O’Connell, Senior Portfolio Advisor

AndCo

Kevin Vandolder, Investment Consultant
 
Austin Police Retirement System
Sheldon Askew, Trustee
Mike Cowden, Trustee
Pattie  Featherston, Executive Director
Keith Harrison, Chair
Tyler Link, Deputy Executive Director
Chesley Wood, Trustee
 

Employees Retirement System of Texas
Adriana Ballard, Portfolio Manager
Panayiotis Lambropoulos, Portfolio Manager

Houston Municipal Employees Retirement System
Rhonda Smith, Trustee

Liberty Bankers Insurance Group
Robby Abraham, CIO

Oklahoma Public Employees Retirement System
Andrew Messer, Trustee; Deputy Treasurer for Policy and Debt Management, State of Oklahoma

Portfolio Advisors
Greg Garrett, Managing Director

Rice University
Carmen Thompson, Managing Director

StepStone
Michael Elio, Partner

Texas Permanent School Fund
Kathryn Gernert, Senior Portfolio Manager, Private Market Investments

Teacher Retirement System of Texas
Maddie Kurapati, Investment Manager
Grant Walker, Senior Portfolio Manager
Jennifer Wenzel, Director

Texas Treasury Safekeeping Trust Company
Glenn Hegar, Chairman

The Townsend Group, Aon Company

Rob Kochis, Partner
 
USAA Real Estate
Geraldine Barlow, Managing Director – Infrastructure
Kim Hannan, Portfolio Strategist