AIF is an independent economic think tank focusing on institutional investment policy

2022 AIF Institute Financial Innovation Symposium

2022 AIF Institute Financial Innovation Symposium

May 23 | New York City

The Inaugural Financial Innovation Symposium will be held on Monday, May 23 at Nasdaq MarketSite located at 4 Times Square in New York City. The Symposium will feature leading-edge discussions from the AIF Institute Center for Financial Innovation.  The Center focuses on investments in digital assets, the use of big data, artificial intelligence, machine learning, and other data science to improve performance at the investment and portfolio levels, and the exploration of new financial ideas and structures.

On the evening of May 23, we invite you to join us for the AIF Annual Investors’ Meeting Tribute Dinner honoring Ash Williams, Former Florida State Board of Administration Executive Director and CIO and Former AIF Investor Board Chair at the Metropolitan Club of New York City located at 1 East 60th Street.  This special dinner event will be an opportunity to recognize the extraordinary contributions and impact of Ash Williams to AIF and the investment management community and to welcome the incoming AIF Investor Board leadership and inaugural class of AIF Institute Fellows.

Agenda at a Glance

Monday, May 23

8:00 a.m. ET

Registration and Breakfast for AIF Board Members

8:30 a.m. ET

AIF Board Meeting (Closed Session)

8:30–9:10 a.m. ET

General Registration and Breakfast for All Attendees

9:10–9:15 a.m. ET

Financial Innovation Symposium Welcome (Open to all attendees)

  • Sharmila Kassam, Head of Nasdaq Asset Owner Solutions, Nasdaq Asset Owner Solutions

  • Brant Maller, CEO, AIF Global

  • Melissa Waller, President, AIF Institute

9:15–10:15 a.m. ET

Financial Innovation and the Blockchain: The Makings of an Institutional Market Place


  • Joseph Marenda, Partner and Global Head of Digital Assets Investing, Cambridge Associates


  • John D’Agostino, Fellow, AIF Institute Center for Financial Innovation

  • Cristina Dolan, Global Head of Alliances, RSA Netwitness and CEO and Founder, insideCHAINS

  • James Eckel, Special Agent – Principal Relief Supervisor, Federal Bureau of Investigation

  • Eric Partlan, Head of Portfolio Management, MassMutual

10:15–10:30 a.m. ET

Refreshment Break

10:30–11:30 a.m. ET

Digital Transformation AI, Big Data and Big Ideas (Indexing / Tech Ideas)


  • Sharmila Kassam, Head of Nasdaq Asset Owner Solutions,  Nasdaq Asset Owner Solutions


  • Jeb Burns, CIO, Municipal Employees’ Retirement System of Michigan

  • TJ Carlson, CIO, Missouri State Employees Retirement System (MOSERS)

  • Randolph Cohen, Senior Lecturer, Harvard Business School

  • Sumit Rajpal, CEO and Founder, GrowthCurve Capital

11:45 a.m.–12:15 p.m. ET

Keynote Interview: “Technology Over the Last 2 Decades”

Oliver Albers, Executive Vice President, Head of Investment Intelligence, Nasdaq

Interviewed by:
Melissa Waller, President, AIF Institute

12:15–1:25 p.m. ET

Luncheon Keynote Fireside Chat

Brett Tejpaul, Head of Coinbase Institutional, Coinbase

Interviewed by:
John D’Agostino, Fellow, AIF Institute Center for Financial Innovation

1:30–2:30 p.m. ET

AIF Institute Center for ESG and Sustainable Investing Panel Driving Change Through Data and Innovation; The Quiet Revolution Taking Place in Sustainable Investment


  • Imogen Rose-Smith, Senior Program Director, AIF Institute 


  • Pravin Chari, Managing Director, BlackRock, APAC Head of the Product Services team within the Aladdin Business
  • Moya Connelly, Professor, University of Virginia


  • Dr. Markus Franke, Partner, cLabs


  • Susan Oh, Director, ESG Research, Commonwealth of Pennsylvania, Public School Employees’ Retirement System


  • Jens Peers, CEO & CIO, Mirova US


  • Erika Spence, Data Strategy, Nasdaq

2:30–2:45 p.m. ET

Refreshment Break

2:45–3:45 p.m. ET

Developments, Disruption, and Duration in Private Markets; What LP's Can Expect in 2022 and Beyond


  • Gregory Brown, Ph.D., Sarah Graham Kenan Distinguished Scholar of Finance, Research Director, Institute for Private Capital, UNC Kenan-Flagler Business School


  • Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
    Advisory Board Chair, AIF Global

  • Bryan Lewis, CIO, US Steel Corporation

  • Andrew Palmer, CIO, Maryland State Retirement and Pension System

  • Stephen Swentzel, Managing Director, 17Capital

3:45 p.m. ET

Symposium Concludes

5:30–9:30 p.m. ET

AIF Annual Investors’ Meeting Tribute Reception and Dinner honoring Former AIF Investor Board Chair, Ashbel Williams

The Metropolitan Club of New York
1 East 60th Street, New York, NY

2022 AIF Institute Financial Innovation Symposium Confirmed Participants List

The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)

David Sheng, MD, Portfolio Advisory

Cambridge Associates
Dan Desmarais, Managing Director

City of Stamford
Eric Newman, Treasury Manager

Dai-ichi Life
Hiromi Miyata, VP

Bill Lee, Investment Committee Member

Kennedy Lewis
Sylvia Owens, Managing Director

Kingdon Capital Management
Rosemary Sagar, Chief Investment Officer, Kingdon Foundation

Maryland State Retirement and Pension System
Andrew Palmer, Chief Investment Officer

Mercer Alternatives
David Scopelliti, Partner & Global Head of Private Credit

Missouri State Employees Retirement System
TJ Carlson, CIO

Municipal Employees’ Retirement System of Michigan
Jeb Burns, CIO

Oklahoma State Treasurer
Andrew Messer, Deputy Treasurer for Policy & Stata Debt Management Director

Peninsula House LLC
John Tsui, Managing Principal

Pennsylvania School Employees Retirement System
Susan Oh, Director ESG Research

State Board of Administration of Florida
Brock Howard, Portfolio Manager

US Steel
Bryan Lewis, VP, CIO

Participating AIF Institute Fellows

John D’Agostino
Senior Advisor, Coinbase
Adjunct Lecturer, INSEAD, MIT, and Columbia University

Sharmila Kassam
Head of Nasdaq Asset Owners Solutions
Former Deputy CIO
Employees Retirement System of Texas

Andrew Sawyer
Former CIO
Maine Public Employees Retirement System

Sheryl Schwartz
Alti Financial
Former Managing Director, Alternative Investments

Tom Tull
Former CIO
Employees’ Retirement System of Texas

Ash Williams
Former CIO and Executive Director, Executive Director and CIO, Retired, Florida State Board of Administration
Former Chair, AIF Investor Board