2022 AIF Annual Investors' Meeting
January 11–12 | Live Online
On behalf of AIF Global, we hope you will join us for the live online 2022 AIF Annual Investors’ Meeting, which will take place January 11–12 in live online format. The two-day Annual Investors’ Meeting will launch the 2022 theme of Leading with Intention.
Agenda at a Glance
Day One: Tuesday, January 11
1:30–1:45 p.m. ET
Welcome and Special Board Introductions
Brant Maller, Founder & CEO, AIF Global
- Melissa Waller, President, AIF Institute
Ash Williams, Executive Director & CIO, Retired, Florida State Board of Administration
1:45–3:00 p.m. ET
Panel Discussion with Leading Academics: The Implications of Inflation on Alternative Investing
Academic Presenters:
- Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking, Harvard Business School
- David Robinson, Ph.D., The James and Gail Vander Weide Professor of Finance, The Fuqua School of Business, Duke University
Panelists:
- TJ Carlson, CIO, Missouri State Employees’ Retirement System
- Elena Manola-Bonthond, CIO, CERN Pension Fund
- Andrew Palmer, CIO, Maryland State Retirement and Pension System
- Torsten Slok, Chief Economist, Apollo Global Management
- Ash Williams, Executive Director & CIO, Retired, Florida State Board of Administration
3:15–3:45 p.m. ET
Featured Academic Research
State of Private Equity 2022
Tim Jenkinson, Ph.D., Professor of Finance, Said Business School, University of Oxford
The Hedge Fund Alpha and Positive Effect on Portfolio Sharpe Ratios
Gregory Brown, Ph.D., Sarah Graham Kenan Distinguished Scholar of Finance, Research Director, Institute for Private Capital, UNC Kenan-Flagler Business School
4:00–5:00 p.m. ET
Diversifiers and Opportunistic Strategies Roundtable Session
Session Leaders:
- James Walsh, Head of Portfolio Advisory, Albourne
- Mark Baumgartner, Chief Investment Officer, Carnegie Corporation
Session Participants:
- Sophia Tsai, Managing Director, Trinity Wall Street
- Jordan Bryk, Managing Director, Marathon Asset Management
- Tim Grell, Partner & Americas CEO, Tikehau Capital
- Cameron Kirby, Managing Director, Axonic Capital
- David Richter, Managing Director, Absolute Return Strategies Investment Committee Chair and Co-Head of Absolute Return Strategies Research, GCM Grosvenor
- Charles Van Vleet, Assistant Treasurer, CIO, Textron
5:00–5:10 p.m. ET
Closing Remarks
- Thomas P. DiNapoli, New York State Comptroller
Day Two: Wednesday, January 12
8:15–8:30 a.m. ET
Welcome and Day Two Remarks
- Sam Y. Chung, Ph.D., Advisor, AIF Asia, AIF Global
- Edward Lewis, Senior Managing Director and Head of Alternative Investments, Cigna Investment Management and Chair, AIF Global Insurance Advisory Board
- Brant Maller, CEO, AIF Global
- Melissa Waller, President, AIF Institute
8:30–9:30 a.m. ET
Portfolio Construction Session: The CIO Perspective
Session Leaders:
- Kristen Doyle, Partner and Head of Innovation & Business Transformation, Aon Investments
- Pete Keliuotis, Executive Vice President and Head of Alternatives Consulting Group, Callan
Panelists:
- TJ Carlson, CIO, Missouri Employees’ Retirement System (MOSERS)
- Elena Manola-Bonthond, CIO, CERN Pension Fund
- Andrew Palmer, CIO, Maryland State Retirement and Pension System
- Ash Williams, Executive Director & CIO, Retired, Florida State Board of Administration
9:45–10:45 a.m. ET
Private Credit Roundtable Session I: Core Strategies
Session Leader:
- David Scopelliti, Global Head of Private Credit, Mercer Alternative Investments
- Catherine Beard, Senior Vice President, Alternatives Consulting, Callan
Session Participants:
- Emilia Wiener, Managing Director, Head of Fixed Income/General Account, TIAA
- Tas Hasan, Partner and Head of Investment Team, Deerpath Capital
- Kevin Magid, President, Audax Private Debt
- Dan Pietrzak, Partner, KKR
- Osvaldo Pereira, Partner, Park Square Capital LLP
- Stephen Swentzel, Managing Director, 17Capital
11:00 a.m.–12:00 p.m. ET
Private Credit Roundtable Session II: Specialized Strategies
Session Leader:
- Timothy Nest, Head of Private Credit Strategies & Co-Investments, Aksia
- Andrew Owens, Head of Investment Strategy, General Electric
Session Participants:
- Robert Thompson, Senior Portfolio Manager-Credit, UPS Investments Group
- Brandon Baer, Founding Partner & CIO, Contingency Capital
- Erik Bissonnette, Managing Director, Blue Owl
- Chris Hentemann, CIO, 400 Capital Management
- Ronald Kantowitz, Managing Director and Head of Private Debt, Invesco
- Walter Owens, CEO, Varagon Capital Partners
- Ben Radinsky, Principal, HighVista Strategies
12:00–12:25 p.m. ET
Special Introduction: AIF Institute Fellows
12:30–1:30 p.m. ET
AIF Institute Center for ESG and Sustainable Investing Panel
Academic Primer and Moderator
- Laura Starks, Ph.D., George Kozmetsky Centennial Distinguished University Chair, University of Texas at Austin McCombs School of Business
Panelists:
- Amber Fairbanks, Portfolio Manager, Mirova
- Laurie Medley, Global Head of ESG and General Counsel, Private Equity, Apollo Global Management
- Michael Weinberg, Head of Hedge Funds and Alternative Alpha, APG
1:45–2:45 p.m. ET
Private Equity Roundtable Session
Session Leaders:
- Elizabeth Caldas, Private Equity, Investments Office, United Nations Joint Staff Pension Fund
- Michael Elio, Partner, StepStone Group
Session Participants:
- Andrew Junkin, CIO, Employees’ Retirement System of Rhode Island
- Chirag Shah, Senior Portfolio Manager, Private Equity and Special Opportunities, Alaska Permanent Fund Corporation
- David Marcus, Managing Director, Flexstone Partners
- R. Davis Noell, Senior Managing Director; Co-Head, North America, Providence Equity Partners
- Mina Pacheco Nazemi, Co-Head of Funds & Co-Investments, Barings
- Matt Nord, Partner, Co-Head of Private Equity, Apollo Global Management LLC
- Tyler Sipprelle, Managing Director, Siris Capital
- Bob Warden, Global Head of Private Equity, Cerberus
3:00–4:00 p.m. ET
Real Estate Roundtable Session
Session Leader:
- Rob Kochis, Principal, The Townsend Group, an Aon Company
Session Participants:
- Monte Tarbox, Executive Director, Investments, National Electrical Benefit Fund
- Kurt Edwards, Head of Research & Strategy, US Real Estate, UBS Realty Investors
- Warren De Haan, Managing Partner and Co-Chief Executive Officer, ACORE Capital
- Andrew Holm, Partner, Ares Real Estate Group
- Tara McCann, Senior Managing Director, Rockwood Capital
- Nathan Schubert, Managing Director, Crow Holdings Capital
- Dev Subhash, Partner, StepStone Group
4:15–5:15 p.m. ET
Infrastructure Roundtable Session
Session Leaders:
- Petya Nikolova, Head of Infrastructure Investments, New York City Retirement System
- Lars Pace, Principal, Real Assets, Hamilton Lane
Session Participants:
- Jan Mende, Senior Vice President, Callan
- Anurag Agarwal, Head of Portfolio Management of the Global Transportation, J.P. Morgan Asset Management
- James Celestine, Director of Real Assets, New York State Common Retirement Fund
- Dominic Garcia, Chief Pension Investment Strategist, CBRE Investment Management
- Markus Hottenrott, Managing Director and CIO, Morgan Stanley Infrastructure Partners
- Mikael Karlsson, CIO, Actis
5:30–6:30 p.m. ET
AIF Institute Center of Financial Innovation Panel
Moderator:
Sharmila Kassam, COO, Nasdaq; Fellow, AIF Institute
Panelists:
- John D’Agostino, Fellow, AIF Institute
- Kristin Boggiano, President & Co-Founder, CrossTower
- Matt Halstead, Director, Real Estate Investments & Digital Assets, Teacher Retirement System of Texas
6:30 - 6:45 p.m. ET
Closing Keynote
Brad Lander, New York City Comptroller
2022 AIF Annual Investors' Meeting 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 Investments
Ksenija Jovanovic, Director
Aksia
Armando Acosta, Managing Director
Dayen Chauhan, Portfolio Advisor
Alex Dauria, Senior Portfolio Advisor
Geraldine Kieren, Portfolio Advisor
Timothy Nest, Head of Private Credit Strategies & Co-Investments
David Sheng, Senior Portfolio Advisor
Alaska Permanent Fund Corporation
Stephen Moseley, Deputy CIO
Chirag Shah, Senior Portfolio Manager, Private Equity and Special Opportunites
Rafael Ramirez, Portfolio Manager – Private Equity & Special Situations
Logan Rahn, Associate
Albourne Partners
James Walsh, Head of Portfolio Advisory
Arabella Wuchek, Partner
Allianz
Worth Groome, Director
Joseph Pursley, Director-Insurance
Allianz Real Estate of America
Peggy DaSilva, Head of Asset Management
Angeles Investments
Michael Rosen, CIO
Aon Hewitt Investment Consulting
Kristen Doyle, Partner and Head of Innovation & Business Transformation
Lila Han, Associate Partner
Rob Kochis, Partner, The Townsend Group
APG
Pruthvi Bhat, Investment Risk Manager
Michael Oliver Weinberg, Managing Director, Head of Hedge Funds and Alternative Alpha
Arch Capital Group
Sebastiaan van den Berg, CIO, Alternatives
Bimcor Inc.
Pierre Gilbert, VP
Callan
Catherine Beard, SVP, Alternatives Consulting
Pete Keliuotis, Executive Vice President and Head of Alternatives Consulting Group
Jan Mende, Senior Vice President, Real Assets Consulting
CalSTRS
Carrie Lo, Portfolio Manager
Cambridge Associates
Frank Fama, Managing Director
André Mehta, Managing Director
Carnegie Corporation of New York
Mark Baumgartner, CIO
CERN Pension Fund
Elena Manola-Bonthond, Chief Investment Officer
Church Investment Group
JoAnn Hanson, President
Cigna Investment Management
Edward Lewis, Senior Managing Director – Head of Alternative Investments
City of Milwaukee ERS
David Silber, CIO
Country Financial
Jerry Quandt, Portfolio Manager
County Life Insurance Company
Andy Finks, Portfolio Manager
Cumberland Mutual
Jeff Ritter, Corporate Development, Investments and Strategic Initiatives
DB Advisory America
Yong Park, President
Delta Airlines
Amanda Cogarm, Director – Pensions
DLI North America
Masakazu Kobayashi, Executive Vice President
ELCA Foundation
Trustee, Chair of Investment Committee
Employees Retirement System of Texas
Panayiotis Lambropoulos, Portfolio Manager
FBL Financial Group
Mark Sandbulte, VP Alts and Macro Strategy
Federated City Employees’ Retirement System of San Jose
Elaine Orr, Trustee and Board Member
Florida State Board of Administration
Ash Williams, Executive Director & CIO (Retired)
Lamar Taylor, Interim Executive Director / Chief Investment Officer
Alison Romano, Deputy Chief Investment Officer
Fort Worth Employees’ Retirement Fund
Benita Harper, Executive Director
Gandel
Ben Margow, Director Global Investments
GE
Harshal Chaudhari, CIO – Global Pensions
Halie Gates, Investment Analyst
Andrew Owens, Head of Investment Strategy
Hamilton College
Sander Doucette, Director of Investments
Hanwha Asset Management
Joon Lee, U.S. Real Estate
Hartford HealthCare
Kevin Edwards, Senior Investment Officer
Andrew Frongello, Investment Performance Director
David Holmgren, CIO
Giovanni Jones, Investment Coordinator
Prianca Kapadia, Investment Operation Analyst
Nicholas Marinos, Investment Operation Director
Daniel Schmitz, Investment Research Director
Jie Zhang, Investment Performance Analyst
Hillspire (SFO)
Ken Goldman, President
Houston Municipal Employees Pension System
Rhonda Smith, Trustee
Hyundai Marine & Fire Insurance
Kyu Nam Lee, Head of New York Office
Indiana Public Employees Retirement System
Steve Russo, Executive Director
Joint Industry Board of the Electrical Industry
Robert Ball, Chief Investment Officer
Rongbiao Fu, Senior Investment Officer
Kauffman Foundation
Diane Mulcahy, Head of PE
Knights of Columbus
Gilles Marchand, Vice President, Investments
Liberty Bankers Insurance Group
Robby Abraham, CIO
Maine Health
Andrew Sawyer, Investment Committee Member
Maryland State Retirement Agency
Andrew Palmer, Chief Investment Officer
Mike Fang, Senior Portfolio Manager
MassMutual
Michael Meng, Head of Portfolio Risk Management
MassPRIM
Eric Nierenberg, Chief Strategy Officer
Mercer Alternative Investments
David Scopelliti, Global Head of Private Credit
Missouri State Employees’ Retirement System
TJ Carlson, CIO
Mutual of Omaha
Juan Prieto, Head of Alternative Investments
National Electrical Benefit Fund
Monte Tarbox, Executive Director, Investments
Nationwide Mutual Insurance
Michael Cohan, Senior Investment Professional
Nick Smith, Investment Analyst
New Jersey Division of Investment
Jessie Choi, Portfolio Manager
Richmond Akumiah, Senior Advisor
New York City Board of Education Retirement System
Daniel Miller, Deputy Executive Director
New York City Comptroller’s Office
Alison Hirsh, Assistant Comptroller for Pensions and Senior Advisor
New York City Retirement System
Petya Nikolova, Head of Infrastructure
New York Police & Fire Widow’s & Children’s Benefit Fund
Larry Schloss, Vice Chair
New York State Common Retirement Fund
New York State Comptroller Tom DiNapoli, Sole Trustee
James Celestine, Director of Real Assets
Michael Lombardi, Director of Credit
Brianne Molitor, Director of Strategic Partnerships
Andrew Siwo, Director of Sustainable Investments and Climate Solutions
Gianna McCarthy, Director of Corporate Governance
New York State Teachers Retirement System
Nick Chladek, Manager of Private Equity – International
David Gillan, Managing Director, Global Real Estate Investments and Commercial Lending
David Keefe, Board President
Tom Lee, Executive Director – CIO
Nick Smirensky, Trustee
NPR
Lis Lang, Assistant Treasurer, Sr. Director
Office of the New York City Comptroller – Bureau of Asset Management
Susannah Vickers, Assistant Comptroller
Ohio Police & Fire Pension Fund
David Heller, Trustee
Oregon State Treasury
Mike Mueller, Investment Officer
Peninsula House LLC
John Tsui, Managing Principal
Pennsylvania State Employees’ Retirement System (SERS)
Ryan Morse, Director, Private Markets
Pillar Insurance
Rob Kiesel, CIO
POBA (South Korea)
Dong Hun Jang, CIO
Rockefeller Brothers Foundation
Bill Lee, Investment Committee Member and IEEE Investment Committee Member
Sackville Capital (MFO)
Vasileios Kocheilas, Head of Investments
SamCERA
Elaine Orr, Trustee
South Carolina Retirement System Investment Commission
Kevin Matherly, Investment Officer
Robert Feinstein, Managing Director
State of Rhode Island
Andrew Junkin, Chief Investment Officer
State of Wisconsin Investment Board
Jason Rothenberg, Portfolio Manager
Chris Prestigiacomo, Portfolio Manager
State Teachers Retirement System of Ohio
Roberta Waxman-Lenz, Managing Director, International Real Estate
StepStone Group
Michael Elio, Partner
Dev Subhash, Partner
Stony Brook Foundation
David Marcus, CIO
SURS of Illinois
Ellen Hung, Deputy CIO
Teacher Retirement System of Texas
Brad Gilbert, Head of External Public Markets
Matt Halstead, Director, Real Estate Investments & Digital Assets
Madhai Kurapati, Investment Manager
Jennifer Wenzel, Director
Tennessee Consolidated Retirement System
Michael Brakebill, CIO
Texas Municipal Retirement System
Peter Teneriello, Investment Manager
Textron
Charles Van Vleet, Assistant Treasurer, CIO
TIAA
Emilia Wiener, Managing Director, Head of Fixed Income – TIAA General Account
TIFF
John Sinclair, Managing Director
Trinity Wall Street
Sophia Tsai, Managing Director, Investments
United Nations Joint Staff Pension Fund
Elizabeth Caldas, Private Equity, Investment Officer
Shin Kimura, Investment Officer
Tshering Yangchen, Senior Investment Assistant
University of Missouri
Patrick Kempf, Manager – Investments
University of Sydney Endowment
Andrew Batsakis, Private Equity
Unum Insurance
Martha Leiper, CIO
UPS Group Trust
Robert Thompson, Senior Portfolio Manager – Credit
UTM Management
Kaiming Chiang, Director
Victorian Funds Management Corporation
Tara Senaratne, Legal Counsel
Wilshire
Marc Friedberg, Managing Director
Maggie Ralbovsky, Managing Director
Wyoming Retirement System
Ben Bowman, Senior Investment Officer
YMCA Retirement Fund
Hunter Reisner, Chief Investment Officer
Zurich Insurance
Ferdinand Seibert, Executive Director
Dionysios Christopoulos, Director
