2021 AIF Women Investors' Forum
October 19–21 | Connecting Investors Globally | Live Online
The interactive, three-day format will provide a flexible framework of invaluable resources, education, and networking for women investors. The forum is open to both men and women investment professionals.
Programming will feature asset-class roundtable sessions devoted to Private Equity, Private Credit, Diversifying and Opportunistic Strategies, Real Estate and Infrastructure Investing. In addition, special panel and featured sessions will include:
- CIO and Investor Roundtable Discussion
Lessons Learned from COVID-19 and Beyond - Actionable Business Models for Advancing Diversity, Equity, and Inclusion (DEI)
Featured Panel Discussion from Corporate Sector and Asset Management Leaders who are Taking Revolutionary Actions to Impact Diversity from within their Organizations - Introduction of the AIF Institute Center for Financial Innovation
Transformation of the Investment Industry with Digitization - AIF Institute Center for ESG and Sustainable Investing Primer and Workshop
Exploring LP Execution of ESG Programs - The ILPA Diversity in Action Initiative
Special Data Presentation and Breakout Group Discussions
Agenda at a Glance
Day One: Tuesday, October 19
11:00–11:10 a.m. EDT
Welcome
- Brant Maller, Founder and CEO, AIF Global
- Melissa Waller, President, AIF Institute
- Sharmila Kassam, Executive Director, AIF Institute
11:10 a.m.–12:00 p.m. EDT
The CEO's Perspective: Growth and Innovation—Embracing Technology for a New Generation of Investors
Introductions by:
- Lisa Lee, Managing Director, Providence Equity
- Alisa A. Wood, Partner, KKR
Keynote Speaker:
- Adena Friedman, President and Chief Executive Officer, Nasdaq
Interviewed by:
- Alisa A. Wood, Partner, KKR
12:15–1:15 p.m. EDT
Private Equity Session
Session Leaders:
- Sondra Vitols, Director, New York-Presbyterian
- Michelle Davidson, Co-Head of Advisory, Americas , Aksia
Session Participants:
- Adriana Ballard, Portfolio Manager, Private Equity, Employees Retirement System of Texas
- Ashley DeLuce, Vice President, Private Equity, Callan
- Jennifer Hoh, Managing Director, Providence Equity
- Helen Lais, Managing Director, Capital Dynamics
- Ashmi Mehrotra, Global Co-Head of the Private Equity Group, J.P. Morgan Asset Management
- Ya Tung, Managing Director, GCM Grosvenor
- Afaf Ibraheen Warren, Vice President, Siris Capital
1:25–2:30 p.m. EDT
Diversifying and Opportunistic Strategies Session
Introduction by:
- Meghan Munchoff, Director, 400 Capital Management
Session Leaders:
- Julia Mord, Deputy Chief Investment Officer, Tulane University Investment Management Office
- Amy Hsiang, Managing Principal, Director of Public Markets Manager Research, Meketa
Session Participants:
- Sasha Kus, Senior Portfolio Analyst, Partner, Albourne
- Andrew Carter, Investment Director, Tikehau Capital
- Sterling Donnelly, Managing Director, Product Specialist, Axonic Capital
- Anna Makki, Managing Director, Marathon Healthcare
- Bill Sanders, Partner, President, Chief Operating Officer and Chief Risk Officer, 400 Capital Management
2:45–3:45 p.m. EDT
CIO Roundtable: Lessons Learned from COVID 19 and Beyond
Moderator:
- John Skjervem, Incoming Chief Investment Officer, Utah Retirement Systems
Panelists:
- Kristen Doyle, Partner, Aon Investments
- Kathleen E. Jacobs, Chief Investment Officer, New York University
- Martha Leiper, EVP & Chief Investment Officer, Unum
- Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund
3:55–5:00 p.m. EDT
Center for Financial Innovation Panel: Transformation of the Investment Industry with Digitization
Introduction by:
- Susan Soh, Chief of Capital Formation and Investor Relations, GrowthCurve Capital
Moderator:
- Sharmila Kassam, Executive Director, AIF Institute
Panelists:
- Martin Beaulieu, Advisory Board Member, Convergency Partners
- Katey Bogue, Vice President, Private Fund Solutions, Nasdaq
- John D’Agostino, Fellow, AIF Institute
Day Two: Wednesday, October 20
11:00 a.m.–12:00 p.m. EDT
Keynote Fireside Chat: 21st Century Business Leadership
Introductions by:
- Stephanie Ivy, Managing Director, Goldman Sachs Asset Management
- Liz Smith, Senior Managing Director, AllianceBernstein
Featuring:
- Yie-Hsin Hung, Chief Executive Officer, New York Life Investment Management
Interviewed by:
- George Walker, Chairman and Chief Executive Officer, Neuberger Berman
12:10–1:15 p.m. EDT
Private Credit Session I: Core Strategies
Introduction by:
- Antonella Napolitano, Managing Director, Deerpath Capital Management, LP
Session Leader:
- Kathleen Barchick, Senior Managing Director, Cliffwater LLC
Session Participants:
- Jackie Brady, Managing Director, PGIM Real Estate
- James Kirby, Founder & President, Deerpath Capital Management, LP
- Matthew Liepert, Managing Director, Antares Capital
- Grishma Parekh, Managing Director, HPS Investment Partners, LLC
- Chris Tokarski, Co-CEO & Managing Partner, ACORE Capital
1:25–2:30 p.m. EDT
Private Credit Session II: Specialized Strategies
Introduction by:
- Bettina Baban, Managing Director, Audax Private Debt
Session Leaders:
- Catherine Ulozas, CIO, Drexel University
- Emily Nomeir, Principal, Hamilton Lane
Session Participants:
- Akila Grewal, Managing Director, Product Specialist, Apollo Global Management
- Kirsten Hagen, Managing Director and Head of Americas Senior Credit, Private Credit Group, Goldman Sachs Asset Management
- Michael McGonigle, Managing Director, Audax Private Debt
- Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners
2:45–4:00 p.m. EDT
AIF Institute Center for ESG and Sustainable Investing Primer and Workshop: Exploring LP Execution of ESG Programs
Academic Presenter:
- Laura Starks, Ph.D., Charles E. and Sarah M. Seay Regents Chair of Finance, University of Texas at Austin McCombs School of Business
Moderators:
- Dana Johns, Senior Portfolio Manager, Maryland State Retirement and Pension System
- Sharmilla Kassam, Executive Director, AIF Institute
Panelists:
- Kirk Sims, Head of Emerging Manager Program, Teacher Retirement System of Texas
- Kaitlin Bergan, Director, Senior Platform Strategist, Sustainable Investing, BlackRock
- Meredith Jones, Partner, Global Head of ESG, Aon Investments
- Laurie Medley, Global Head of ESG, General Counsel, Private Equity, Apollo Global Management
- Jens Peers, Chief Executive Officer and Chief Investment Officer, Mirova US
5:30–8:30 p.m. EDT
(NYC Event)
4:30–6:30 p.m. CDT
(Austin Event)
Reconnecting Reception—In Person (RSVP required to attend)
Locations:
- Midtown New York City
- Downtown Austin, Texas
Day Three: Thursday, October 21
11:30 a.m.–12:00 p.m. EDT
KPMG Women in Alternative Investments Management Report
Introductions by:
- Dyice Ellis-Beckham, Managing Director, Invesco
- Delia Roges, Managing Director, Invesco
Presenter:
- Camille Asaro, Partner, Audit – Alternative Investments, KPMG
12:00–1:00 p.m. EDT
Leading Initiatives for Actionable DEI Models
Moderators:
- Camille Asaro, Partner, Audit – Alternative Investments, KPMG
- Sharmilla Kassam, Executive Director, AIF Institute
Panelists:
- Coco Brown, Founder and CEO, Athena Alliance
- Tracey Flaherty, Global Head of Corporate Social Responsibility and Public Affairs, Natixis
- Raelan Lambert, Global Alternatives Leader, Mercer
1:15–2:15 p.m. EDT
Real Estate Investing Session
Session Leader:
- JingLin Huang, Associate Director, Segal Marco Advisors
Session Participants:
- Larissa Belova, Portfolio Manager, CBRE Investment Management
- Andrea Karp, Managing Director, Ares Real Estate Group, Ares Management
- Tara McCann, Senior Managing Director, Head of Capital and Client Strategies, Rockwood Capital
- Neha Santiago, Head of Real Estate Private Credit & Managing Director, Cerberus Capital Management
2:25–3:30 p.m. EDT
Infrastructure Investing Session
Introduction by:
- Larissa Belova, Portfolio Manager, CBRE Investment Management
Session Leaders:
- Petya Nikolova, Head of Infrastructure Investments, New York City Retirement System
- Karen Rode, Partner, Aon Investments
Session Participants:
- David Altshuler, Executive Director, IFM Investors (US)
- Dominic Garcia, Chief Pension Investment Strategist, CBRE Investment Management
- Leonie Maruani, Senior Advisor, Vauban Infrastructure Partners
- Chris Ortega, Head of Americas, Morgan Stanley Infrastructure Partners
- David Walsh, Executive Director, Goldman Sachs Asset Management
3:45–4:45 p.m. EDT
The ILPA Diversity in Action Initiative: Special Data Presentation and Breakout Group Discussions
Session Leaders:
- Lauren Dillard, Executive Vice President of Investment Intelligence, Nasdaq
- Jennifer Choi, Managing Director, Industry Affairs, ILPA
Breakout Discussion Leaders:
- Samantha Levenstein, Director of Investor Relations, Beach Point Capital Management
- Sheryl Schwartz, Chief Investment Officer, ALTI, Inc.
- Marianne Scott Dwight, Of Counsel, Michael Best & Friedrich LLP
4:45–5:00 p.m. EDT
Closing Remarks
2021 AIF Women 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)
Aflac Global
Ksenija Jovanovic, Vice President
AIG
Milla Tonkonogy, CIO, General Insurance North America
Alaska Permanent Fund Corporation
Chirag Shah, Senior Portfolio Manager
Albourne Partners
John Claisse, CEO
Maureen Hart, Head of Client Account Management, Partner
Jennifer Kizibash, Partner
Sasha Kus, Senior Portfolio Analyst, Partner
Arabella Wuchek, Partner
Aksia
Michelle Davidson, Co-Head of Advisory, Americas
Alan Biller and Associates
John Skjervem, Chief Executive Officer and Director of Consulting
Andrew W. Mellon Foundation
Annette Phillips, CHRO
Aon Investments
Kristen Doyle, Partner
Lila Han, Associate Partner
Karen Rode, Partner
APG
Jessica Pan, Principal, Private Equity
Brighthouse Financial
Maria Tarhanidis, Head of Alternative Investments
Caisse de retraite d’Hydro-Québec
Élyse Vigneault, Advisor External
Callan
Ashley DeLuce, Vice President
Sara Hakim, Senior Vice President
CalSTRS
Samantha Phan, Investment Officer
Sally Stocks, Portfolio Manager
Cigna Investment Management
Samantha Hershberger, Fixed Income Director
Cliffwater LLC
Kathleen Barchick, Senior Managing Director
CommonSpirit Health
Jamie Lu, Manager, Investments
Connecticut Office of State Treasurer
Jessica Weaver, Corporate Governance Analyst
Delta Airlines Pension
Amanda Cogar, Director – Pensions
Employees Retirement System of Texas
Adriana Ballard, Portfolio Manager
Equitable
Nicki Livanos, Director of Real Estate Investments
Fort Worth Employees’ Retirement Fund
Christina Wu, Investment Officer
Future Fund
Alicia Gregory, Head of Private Equity
Hamilton Lane
Katie Moore, Managing Director
Emily Nomeir, Principal
Illinois Municipal Retirement Fund
Angela Miller-May, Chief Investment Officer
JANA Investment Advisers
John Coombe, Executive Director
Los Angeles City Employees’ Retirement System (LACERS)
Ellen Chen, Investment Officer
Bryan Fujita, COO, Investments
Clark Hoover, Investment Officer
Wilkin Ly, Director of Private Market Assets
Los Angeles County Employees’ Retirement Association (LACERA)
Cheryl Lu, Investment Officer
Esmeralda del Bosque, Senior Portfolio Manager
Marathon Healthcare
Anna Makki, Managing Director
Maryland State Retirement and Pension System
Dana Johns, Senior Portfolio Manager
M&G Investments
Sara Almosawi, Diversifying Strategies Analyst
Amy Coleman, Investment Analyst
Manhattan Life Insurance Company
Teresa Moro, Senior Vice President
MassMutual
Hanna Snow, Investment Research Consultant
Mercer
Beth Johnson, Partner
Raelan Lambert, Global Alternatives Leader
Cori Trautvetter, Partner
MetLife
Agata Rzamek Praczuk, Director
MTA
Valerie Bannon, Chief Investment Officer
MUFG
Gila Cohen, Chief Investment Strategy Officer
National Gallery of Art
Christine Kelleher, Chief of Investments
New York- Presbyterian
Sondra Vitols, Director
New York City Retirement System
Petya Nikolova, Head of Infrastructure Investments
Susannah Vickers, Assistant Comptroller Pensions / Designated Trustee
New York University
Kathleen Jacobs, Chief Investment Officer
NPR
Lis Lang, Assistant Treasurer, Senior Director
OPTrust
Brandon Gill New, Senior Portfolio Manager
Oregon State Treasury
Faith Sedberry, Investment Officer
Providence St. Joseph Health
Renee Astphan, Director of Alternative Investments
Public Employees Retirement Association of New Mexico
Katherine Brassington, Investment Associate
San Francisco Employees’ Retirement System
Joe Driscoll, Trustee
San Mateo County Employees’ Retirement Association
Elaine Orr, Trustee
Segal Marco Advisors
Jing Lin Huang, Associate Director
Rosa Limas, Vice President
Maureen O’Brien, Vice President
Vanessa Vargas Guijarro, Vice President
State Board of Administration of Florida
Sara Geiger, Portfolio Manager
State of New Jersey
Ting Yang, Investment Analyst
State of Wisconsin Investment Board
Ashley Anderson, Investment Operations Analyst
Cora Shi, Analyst
Zhenping Wang, Macro Analyst
Tracy Wheeler, Investment Operations Analyst
Stellantis
Debbie Kozole, Manager, Public Equities
Teacher Retirement System of Texas
Benjamin Bayles, Associate
Catherine Cagley Beaudoin, Senior Associate – Real Assets
Joyce Chow, Director
Heidi Piper, Associate, Private Equity
Grant Walker, Senior Director
Alexandra Cain Wildeson, Private Equity Funds Senior Analyst
Jennifer Wenzel, Director
Kirk Sims, Head of Emerging Manager Program
TelstraSuper
Caroline Stuart, Investment Analyst
Tennessee Consolidated Retirement System
Daniel Crews, Director of Private Equity
Texas Municipal Retirement System
Celisse Cobos, Investment Analyst – Private Equity
Texas Permanent School Fund
Kathryn Gernert, Senior Portfolio Manager
Texas Trust Company
Anca Ion, Chief Investment Officer of Internal Investments
Tulane Investment Management Office
Julia Mord, Deputy Chief Investment Officer
UCLA Investment Company
Joe Bryant, Investment Director
Breanne Eshelman, Investment Director
United Nations Joint Staff Pension Fund
Elizabeth Caldas, Investment Officer, Private Equity
Unum
Marth Leiper, EVP & Chief Investment Officer
USAA
Kim Hannan, Portfolio Strategist
Shawn Ury, Director, Portfolio Strategy
Utah Retirement Systems
John Skjervem, Incoming Chief Investment Officer
VFMC
Shali Lingaretnam, Acting Head of Investment Stewardship
