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2022 AIF West Coast Investors’ Forum

2022 AIF West Coast Investors' Forum banner

2022 AIF West Coast Investors' Forum

April 6–7 | Los Angeles

On behalf of AIF Global, we hope you will join us for the 2022 AIF West Coast Investors’ Forum, which will take place April 6–7 at the City Club in Los Angeles, California.
City Club Los Angeles
555 Flower Street, Los Angeles, CA The 2022 AIF West Coast Investors’ Forum will bring together investment thought leaders to share best ideas, practices, and information and address the needs of institutional investors in the West Coast region and across the U.S.

Agenda at a Glance

Day One: Wednesday, April 6

1:00–1:45 p.m. PT

Registration

1:45–3:00 p.m. PT

ESG & Sustainable Investing Panel: Investable Opportunities in Climate Solutions

Moderator:

  • Michael Elio, Partner, StepStone

Panelists:

  • Ellen Chen, Investment Officer, Lost Angeles Fire & Police Pension

  • Laurie Medley, Global Head of ESG and General Counsel, Private Equity, Apollo Global Management

  • Michael Rosen, Managing Partner and CIO, Angeles Investment Advisor

  • Nathalie Wallace, Global Head Sustainable Investment, Natixis Investment Managers

  • Karyn Williams, Regional Investment Manager of North America, Zurich Global Investment Management

3:15–4:15 p.m. PT

Infrastructure Roundtable Session

Session Leaders:

  • Ross Alexander, Portfolio Manager, Infrastructure / Real Assets, Alaska Permanent Fund Corporation

  • Mark White, Partner and Head of Real Assets, Albourne Partners

Session Participants:

  • David Altshuler, Executive Director, IFM Investors (US)

  • Dylan Foo, Partner / Co-Head Infrastructure, Apollo Global Management

  • Glen Matsumoto, Partner, Actis LLP

  • Chris Ortega, Managing Director and Head of Americas, Morgan Stanley Infrastructure Partners

4:30–5:45 p.m. PT

Financial Innovation Panel: Welcome to the Blockchain and its Impact on Transforming Institutional Capital

Moderators:

  • Maggie Ralbovsky, Managing Director, Wilshire Associates

  • John D’Agostino, Senior Advisor, Coinbase and Fellow, AIF Institute Center for Financial Innovation

Panelists:

  • Andrew Jang, Investment Associate, Ontario Teachers’ Pension Plan

  • Sharmila Kassam, COO, Nasdaq Asset Owner Solutions and Fellow, AIF Institute

  • Chris Matta, President, 3iQ

5:45–8:30 p.m. PT

Welcome Reception & Dinner

Keynote Dinner Discussion:

“Macroeconomic Risks to Institutional Investors’ Portfolio Posed by the Russian-Ukrainian Conflict”

  • Charles Myers, Chairman, Signum Global Advisors

Day Two: Thursday, April 7

9:00–10:00 a.m. PT

Portfolio Construction Session (Open to Investors and Consultants Only)

Session Leader:

  • James Callahan, President, Callan LLC

10:15 a.m.–11:15 a.m. PT

Diversifying & Opportunistic Strategies Roundtable Session

Session Leader:

  • Frank Fama, Managing Director, Cambridge Associates

Session Participant:

  • Carina Coleman, Director, Pension & Trust Investments, Sempra Energy

  • David Zee, Senior Vice President, Global Manager Research, Callan

  • Mark Perry, Managing Director, Wilshire

  • Jeff Cohen, Partner & Managing Director, Contingency Capital

  • Edward Cong, Principal & Managing Director, Asset-Based Lending, Marathon Asset Management

  • Nithin Johnson, Tikehau Capital North America LLC

  • Clark Hoover, nvestment Officer, Los Angeles County Employees’ Retirement Association (LACERA)

  • Chris Schiavone, Portfolio Manager, 400 Capital Management

11:30–12:30 p.m. PT

Private Equity Roundtable Session

Session Leader:

  • Gabrielle Zadra, Senior Managing Director, Cliffwater

Session Participants:

  • Didier Acevedo, Portfolio Manager, Los Angeles County Employees’ Retirement Association (LACERA)

  • Michael Elio, Partner, StepStone

  • Thomas Martin, Global Head of Private Equity and Real Assets Strategies, Aksia

  • Luke Chan, Principal, HighVista Strategies

  • Robert de Corainville, Managing Partner, 17Captal Americas Inc

  • Nancy Ford, Partner, Private Equity, KKR

  • Michael Hulslander, Managing Director, Siris

  • Jennifer Hoh, Managing Director,  Providence Equity Partners

  • Mina Pacheco Nazemi, Co-Head of Funds & Co-Investments, Barings

12:30–1:30 p.m. PT

Luncheon

Luncheon Keynote Discussion:

“Diversity and Investing: An Economist’s Perspective”

  • Prashant Bharadwaj, Professor and Vice Chair of Graduate Studies, University of California, San Diego

1:30 –2:30 p.m. PT

Private Credit: Core Strategies Roundtable Session

Session Leader:

  • Trevor Jackson, Managing Director, Portfolio Advisory, Aksia

Session Participants:

  • Mark Perry, Managing Director, Wilshire

  • Scott Baskind, Head of Global Private, Chief Investment Officer, Invesco

  • Tas Hasan, Partner and Head of Investment Team, Deerpath Capital Management, LP

  • Philip Hasbrouck, Senior Managing Director, Cliffwater

  • Michael McGonigle, Managing Partner, Audax Private Debt

  • Walter Owens, CEO, Varagon Capital Partners

  • Stephanie Rader, Partner, Goldman Sachs

2:45–3:45 p.m. PT

Private Credit: Specialized Strategies Roundtable Session

Session Leader:

  • Daniel Xu, Private Credits Market Funds, Albourne Partners

Session Participants:

  • William Maher, Director of Strategy, RCLCO Fund

  • Warren de Haan, Co-CEO and Managing Partner, ACORE Capital

  • Todd Sammann, Chief Investment Officer – Global Credit Strategies, CBRE Investment Management

  • Jonathan Stein, Partner, Torchlight Investors

4:00 –5:00 p.m. PT

Real Estate Roundtable Session

Session Leader:

  • William Maher, Director of Strategy, RCLCO Fund

Session Participants:

  • Rodney Chu, Managing Director, UBS Realty Investors, LLC

  • Coe Juracek, Managing Director, Crow Holdings Capital

  • Cameron Kirby, Managing Director, Axonic Capital

  • Tyson Skillings, Managing Partner, Rockwood Capital

  • Alec Stais, CIO, Providence St. Joseph

5:00–6:00 p.m. PT

Closing Reception

2022 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
Alex Dauria, Senior Portfolio Advisor
Trevor Jackson, Managing Director, Portfolio Advisory
Thomas Martin, Global Head of Private Equity and Real Assets Strategies

Alaska Permanent Fund Corporation
Ross Alexander, Portfolio Manager, Infrastructure / Real Assets

Albourne Partners
Mark White, Partner and Head of Real Assets
Daniel Xu, Private Credits Market Funds

Angeles Investment Advisors
Michael Rosen, Managing Partner and CIO
Sapna Shah, Managing Director
Marianna Fazylova, Investment Officer

bfinance
Guy Hopgood, Director, Client Consulting

Callan LLC
James Callahan,
President
David Zee, SVP, Global Manager Research

Cambridge Associates
Frank Fama, Managing Director

Cliffwater LLC
Gabrielle Zadra, Senior Managing Director
Philip Hasbrouck, Senior Managing Director
Jacqueline de Sanctis, Managing Director

Farmers Insurance
Maite Irakoze Baur, CIO

Kuwait Public Institution for Social Security
Adam Robbins, Director, Wafra
Taylor Houghton, Senior Associate, Wafra

Los Angeles County Employees’ Retirement Association (LACERA)
Jonathan Grabel, CIO
Didier Acevedo, Investment Officer

Los Angeles City Employees’ Retirement System (LACERS)
Clark Hoover, Investment Officer
Ellen Chen, Investment Officer

MassMutual
Eric Partlan, Head of Portfolio Management

Mitsubishi
Gila Cohen, Chief Investment Strategy Officer, MUFG

Ontario Teachers’ Pension Plan
Andrew Jang, Investor, Teachers’ Innovation Platform

Pacific Life
Edwin Ferrell, Vice President

Providence Health
Alec Stais, CIO

RCLCO Fund Advisors
William Maher, Director, Strategy & Research

Sempra Energy
Carina Coleman, Director, Pension & Trust Investments

StepStone Group
Michael Elio, Partner

Utah Retirement Systems
Jason Morrow, Deputy CIO

Wilshire Associates
Mark Perry, Managing Director
Rose Dean, Managing Director
Maggie Ralbovsky, Managing Director

Zurich Global Investment Management
Karyn Williams, Regional Investment Manager of North America