2022 AIF West Coast Investors' Forum
April 6–7 | Los Angeles
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
James Callahan, President
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
