2021 AIF West Coast Investors' Forum
April 27–28 | Connecting Investors Globally | Live Online
On behalf of AIF Global, we hope you will join us for the 2021 AIF West Coast Investors’ Forum, which will be held April 27–28 in live online format.
The 2021 AIF West Coast Investors’ Forum will center around the theme of Reboot, Rebuild, Reimagine and will bring together investment thought leaders to share best ideas, practices, and information and address the needs of the institutional investors in the West Coast region, as well as across the globe.
The comprehensive two-day programming will include:
- CIO Keynote Panel: Pandemic, Bust, Boom: Now What?
- Trustee Roundtable: Investment Perspectives from the Board – Governance and Risk Management
- AIF Institute Center for ESG and Sustainable Investing: Considering Climate Factors in Portfolio Construction
- AIF Institute: Reimagining Portfolios and Investment Programs, Focusing on Financial Innovation
- Investment Roundtable Discussions on Private Equity, Private Credit, Diversifying and Opportunistic Strategies, Real Estate, and Infrastructure Investing
Agenda at a Glance
Day One: Tuesday, April 27
8:30–8:45 a.m. PDT
11:30–11:45 a.m. EDT
Welcome and Introduction
- Brant Maller, Founder and CEO, AIF Global; Co-Chair, Investments and Pensions Track, National Institute of Public Finance
- Melissa Waller, President, AIF Institute
Special Remarks:
Charles H. Dufresne, Jr., Co-Chair, Investments and Pensions Track, National Institute of Public Finance; Head of U.S. Infrastructure Partners, CBRE Global Investors
8:45–9:45 a.m. PDT
11:45 a.m.–12:45 p.m. EDT
Investor Roundtable: Pandemic, Bust, Boom: Now What?
Session Leader:
John D. Skjervem, Chief Executive Officer, Alan Biller and Associates
Session Participants:
Jonathan Grabel, Chief Investment Officer, Los Angeles County Employees’ Retirement Association (LACERA)
Alyssa Rieder, Chief Investment Officer, CommonSpirit Health
- Scott Chan, Deputy Chief Investment Officer, California State Teachers’ Retirement System
- Steve Davis, Chief Investment Officer, Sacramento County Employees’ Retirement System
- Alec Stais, Chief Investment Officer, Providence St. Joseph Health
10:00–11:00 a.m. PDT
1:00–2:00 p.m. EDT
Private Equity Session
Session Leader:
- Tara Blackburn, Managing Director, Hamilton Lane
Session Participants:
- Didier Acevedo, Investment Officer, Los Angeles County Employees’ Retirement Association (LACERA)
- Shan Chen, Lead Portfolio Manager, Arizona Public Safety Personnel Retirement System
- Sarah Kim, Head of Private Equity and Venture Capital, ICONIQ Capital
- R. Davis Noell, Senior Managing Director, Co-Head, North America, Providence Equity Partners
- Tyler Sipprelle, Managing Director, Siris Capital
- Heather von Zuben, Partner and Managing Director, Alternatives Capital Markets & Strategy, Goldman Sachs
- David Wong, Managing Director, Audax Group
11:15 a.m.–12:15 p.m. PDT
2:15–3:15 p.m. EDT
Private Credit Session I: Core Strategies
Session Leader:
Mary Bates, Managing Principal, Private Markets Consultant, Meketa Investment Group, Inc.
Session Participants:
John Hershey, Director of Investments, Oregon State Treasury
Thomas Kim, Investment Officer, San Bernardino County Employees’ Retirement Association
- Robin Doumar, Managing Partner, Park Square Capital
- Thomas Hall, Managing Director, Co-Head of Private Credit, Capital Dynamics
- Jean Joseph, Managing Director, Owl Rock Capital Partners
- James Kirby, Founder & President, Deerpath Capital Management, LP
- Matthew Liepert, Managing Director, Antares Capital
- Anita Ng, Managing Director and Director of Private Investments, Cambridge Associates
12:30–1:30 p.m. PDT
3:30–4:30 p.m. EDT
Private Credit Session II: Specialized Strategies
Session Leaders:
Jennifer Wildeman, Senior Portfolio Advisor, Aksia
Jake Abbott, Investment Officer, San Bernardino County Employees’ Retirement Association
Session Participants:
- John Hershey, Director of Investments, Oregon State Treasury
- Austin Head-Jones, Director of Traditional and Alternative Credit, RVK, Inc.
- Steve Nesbitt, Chief Executive Officer, Cliffwater LLC
- Matt Baker, Partner, PGIM Energy Partners
- Leander Christofides, Managing Director, Co-CIO Global Special Situations, J.P. Morgan Asset Management
- Don Dimitrievich, Managing Director, HPS Investment Partners
- Akila Grewal, Managing Director, Product Strategist, Apollo Global Management
- Bill Sanders, Partner, President, Investment Committee Member, 400 Capital
- Stephen Swentzel, Director, 17Capital
1:45–3:00 p.m. PDT
4:45–6:00 p.m. EDT
AIF Institute Center for ESG and Sustainable Investing: Considering Climate Factors in Portfolio Construction—How to Measure, Evaluate, and Manage Risk and Identify Opportunities
Session Moderator:
- Guy Hopgood, Director, bfinance
Session Panelists:
David T. Robinson, Ph.D., The James and Gail Vander Weide Professor of Finance, The Fuqua School of Business, Duke University
Nathalie Wallace, Head ESG Strategy and Development, Mirova
- Laura Segafredo, Global Head of Sustainable Research, ETF and Index Investment Platform (EII), BlackRock
- T.C. Wilson, Chief Investment Officer, The Doctors Company
- Tim Runnalls, Managing Director of Investments, Ascension Investment Management
Day Two: Wednesday, April 28
8:30–9:30 a.m. PDT
11:30 a.m.–12:30 p.m. EDT
Trustee Roundtable: Investment Perspectives from the Board - Governance and Risk Management
Session Leader:
- Rhonda Smith, Board Trustee, Houston Municipal Employees Pension System & Chief Financial Officer, Deputy Director, Houston Police Department
Session Participants:
Ken Kroner, Board Member, Alberta Investment Management Corporation (AIMCo)
Ken Frier, Member, Investment Advisory Group, Alaska Permanent Fund Corporation
- Cynthia Ruiz, Commission President, Los Angeles City Employees’ Retirement System (LACERS)
- Stacie Olivares, Board Member, CalPERS
9:45–10:45 a.m. PDT
12:45–1:45 p.m. EDT
Diversifying and Opportunistic Strategies
Session Leader:
- Sam Austin, Partner, NEPC
Session Participants:
- Clark Hoover, Investment Officer, Los Angeles City Employees’ Retirement System (LACERS)
- Carrie Lo, Portfolio Manager, CalSTRS
- Frank Mihail, Portfolio Manager, New Mexico Public Employees’ Retirement Association
- Robert H. Milam, Head of Emerging Market Credit and Managing Director, Cerberus Capital Management
- Philip Thomas, Managing Director, Marathon Asset Management
- Tod Trabocco, Director of Strategy and Research, ITE Management
11:00 a.m.–12:00 p.m. PDT
2:00–3:00 p.m. EDT
Real Estate Session
Session Leader:
- Jeff Giller, Partner, Head of Real Estate, StepStone Group
Session Participants:
- Gila Cohen, Managing Director, Real Estate and Private Equity, MUFG
- JR Pearce, Senior Investment Officer, Sacramento County Employees’ Retirement System
- Jason Rothenberg, Investment Officer, State of Wisconsin Investment Board
- Larissa Belova, Deputy Portfolio Manager, CBRE Global Investors
- Warren de Haan, Managing Partner, ACORE Capital
- Cameron Kirby, Managing Director, Axonic Capital
- David Roth, Partner, Head of U.S. Real Estate Private Equity, Ares Management
- Tyson Skillings, Managing Partner, Rockwood Capital
- Timothy Walsh, Senior Portfolio Manager, UBS Realty Investors LLC
12:15–1:15 p.m. PDT
3:15–4:15 p.m. EDT
Infrastructure Session
Session Leader:
Jan Mende, Senior Vice President, Callan
Session Participants:
- Ross Alexander, Portfolio Manager, Infrastructure / Real Assets, Alaska Permanent Fund Corporation
- Tim Formuziewich, Managing Director, Investment Management Company of Ontario (IMCO)
- David Altshuler, Executive Director, IFM Investors (US), LLC
- Brandon Freiman, Partner & Head of North American Infrastructure, KKR
- Markus Hottenrott, Managing Director and Chief Investment Officer, Morgan Stanley Infrastructure Partners
- Scott Litman, Managing Director, GCM Grosvenor
1:30–2:45 p.m. PDT
4:30–5:45 p.m. EDT
AIF Institute: Reimagining Portfolios and Investment Programs, Focusing on Financial Innovation
Session Moderator:
- Sharmila Kassam, Executive Director, AIF Institute
Session Panelists:
- Kelsey Chase, President and Co-Founder, Aumni Fund
- Nina Tannenbaum, North America Partner, DiligenceVault and Guest Lecturer and Research Advisor, UMass Amherst Isenberg School of Business; Professional Advisor, Martin Trust Center for MIT Entrepreneurship
- John D’Agostino, Fellow, AIF Institute, CEO, Dagger LLC and Advisory and Strategic Partnerships Lead, Coinbase
- Adam Levine, Senior Portfolio Manager, Texas Treasury Safekeeping Trust Company
- James Walsh, Head of Portfolio Advisory, Albourne Partners
- David Veal, Chief Investment Officer, City of Austin Employees’ Retirement System (COAERS)
2021 AIF West Coast 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
Jennifer Wildeman, Senior Portfolio Advisor
Thomas Martin, Head of Private Equity & Real Asset Research
Alan Biller and Associates
John Skjervem, Chief Executive Officer
Keith Eiger, Associate Consultant
Alaska Permanent Fund Corporation
Ross Alexander, Portfolio Manager
Ken Frier, Member, Investment Advisory Group
Alberta Investment Management Corp (AIMCo)
Mark Wojcichowsky, Portfolio Manager, Real Estate
Ken Kroner, Board Member
Albourne America
James Walsh, Head of Portfolio Advisory
APG
William Wang, Portfolio Manager
Arizona Public Safety Personnel Retirement System
Shan Chen, Lead Portfolio Manager
Ascension
Tim Runnalls, Managing Director
bfinance
Guy Hopgood, Director
Callan
Jan Mende, Senior Vice President
Catherine Beard, Senior Vice President, Alternatives Consulting
CalSTRS
Scott Chan, Deputy Chief Investment Officer
LaShae Howell-Badelita, Investment Diversity Officer
Caltech
Brian Chen, Investment Director
City of Austin Employees’ Retirement System
David Veal, Chief Investment Officer
City of Cranston
Xaykham Khamsyvoravong, Investment Commission Member
Cliffwater LLC
Steve Nesbitt, Chief Executive Officer
CommonSpirit Health
Alyssa Rieder, Chief Investment Officer
CSAA
Gretchen Tai, VP Investments
Canyon Chan, Senior Portfolio Strategist
Dai-ichi Life
Masakazu Kobayashi, Executive Vice President
ELCA Foundation
Eric Golberg, Chair, Investment Committee
FBL Financial Group (Farm Bureau Life)
Mark Sandbulte, VP Alternatives and Macro Strategy
Federated Employees’ Retirement System of San Jose
Elaine Orr, Trustee
GE Capital
Anthony Grandolfo, Chief Investment Officer
Hamilton Lane
Tara Blackburn, Managing Director
Houston Municipal Employees Pension System
Rhonda Smith, Board Trustee
Houston Police Officers’ Pension System
Neal Wallach, Investment Strategist
ICONIQ Capital
Sarah Kim, Head of Private Equity and Venture Capital
Illinois State Universities Retirement System (SURS)
Ellen Hung, Deputy Chief Investment Officer
Joe Duncan, Sr. Investment Officer
Kim Pollitt, Senior Investment Officer
Shane Willoughby, Senior Investment Officer
Investment Management Company of Ontario (IMCO)
Tim Formuziewich, Managing Director
Liberty Bankers Insurance Group
Robby Abraham, Chief Investment Officer
Los Angeles County Employees’ Retirement Association (LACERA)
Jonathan Grabel, Chief Investment Officer
Didier Acevedo, Investment Officer
Los Angeles City Employees’ Retirement System (LACERS)
Cynthia Ruiz, Commission President
Los Angeles Water & Power Employees’ Retirement Plan
Jeremy Wolfson, Chief Investment Officer
Scott Vargas, Senior Investment Officer
Meketa Investment Group, Inc.
Mary Bates, Managing Principal, Private Markets Consultant
Mercer
David Scopelliti, Global Head of Private Credit
Raelan Lambert, Global Head of Alternatives
Beth Johnson, Partner
NEPC
Sam Austin, Partner
New Jersey Division of Investments
Kathy Jassem, Portfolio Manager
New Mexico Public Employees’ Retirement Association
Frank Mihail, Portfolio Manager
New York Life Investment Management
Jae Yoon, Chief Investment Officer
Oregon State Treasury
John Hershey, Director of Investments
Sam Spencer, Investment Officer
Chris Ebersole, Investment Officer
Taylor Bowman, Investment Analyst
Pennsylvania Public School Employees’ Retirement System
Jim Grossman, Chief Investment Officer
Pillar Insurance
Rob Kiesel, Chief Investment Officer
POBA (Korea)
Dong Hun Jang, Chief Investment Officer
RVK, Inc.
Austin Head-Jones, Director of Traditional and Alternative Credit
Sacramento County Employees’ Retirement System
Steve Davis, Chief Investment Officer
JR Pearce, Senior Investment Officer
San Bernardino County Employees’ Retirement Association
Thomas Kim, Investment Officer
Jake Abbott, Investment Officer
San Francisco Employees’ Retirement System
Joe Driscoll, Commissioner
Sempra Energy
Marvin Tong, Senior Investment Analyst
State of Rhode Island
Andrew Junkin, Chief Investment Officer
State of Wisconsin Investment Board
Jason Rothenberg, Investment Officer
StepStone Group
Jeff Giller, Partner, Head of Real Estate
Sun Life Capital Management
Barton Holl, MD – Head of Insurance Strategy
Teacher Retirement System of Texas
Jennifer Wenzel, Director
Texas Employees’ Retirement System of Texas
Panayiotis Lambropoulos, Portfolio Manager
Nick Maffeo, Portfolio Manager
Tom Tull, Chief Investment Officer
The Broad Foundations
Susan Lee, Managing Director of Investments
The Doctors Company
TC Wilson, Chief Investment Officer
TIFF Investment Management
John Sinclair, Managing Director
Townsend Group
Rob Kochis, Partner
University of Nebraska Foundation
Brian Neale, Vice President of Investments
U.S. Steel & Carnegie Pension Fund
Bryan Lewis, Vice President / Chief Investment Officer
Phil Greenberg, General Manager, Pension Investments
UTM Management
Kaiming Chiang, Director
Victorian Funds Management Corporation
Sally Collins, Chief Operating Officer
Washington State Investment Board
Angela Liu, Assistant Senior Investment Officer
Water and Power Employees’ Retirement Plan
Carlo Manjikian, Senior Investment Officer
West Virginia University Foundation
Kaylon McInelly, Associate Vice President
Wilshire
Mark Perry, Managing Director
YMCA Retirement Fund
Hunter Reisner, Chief Investment Officer
