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
Lynn O’Connell, Senior Portfolio Advisor
AndCo
Sheldon Askew, Trustee
Pattie Featherston, Executive Director
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
