2023 AIF Annual Investors' Meeting
January 10–11 | New York City | The Metropolitan Club | 1 E 60th Street, New York, NY 10022
On behalf of AIF Global, we hope you will join us for the 2023 Annual Investors’ Meeting, featuring the AIF Institute Financial Innovation Symposium, to be held January 10–11 at The Metropolitan Club in New York City.
The two-day program will center around the 2023 theme of Building Resiliency for the Future. It will feature unique academic case study workshops, a comprehensive series of investment sessions and will unveil new AIF initiatives for 2023
Agenda at a Glance
Tuesday, January 10
8:45–9:30 a.m.
Registration
9:30–9:35 a.m.
Welcome to the Financial Innovation Symposium and Annual Investors' Meeting
9:35–10:45 a.m.
Financial Innovation Opening Panel: Reflections on Financial Innovation in 2022 and Blueprint for the Future
Moderator:
- John D’Agostino, Fellow, AIF Institute and Senior Advisor, Coinbase
Panelists:
- Andrew Palmer, CIO, Maryland State Retirement Agency
- Daniel Garrie, Co-Founder, Law & Forensics
- Ubair Javaid, Chief Technology Officer, Radair
- Lisa Schirf, Managing Director, Global Head of Data Strategy, Tradeweb
- Travis Williamson, Head of Hedge Fund Research, Albourne
11:00–11:45 a.m.
Keynote Presentation: A Data Science Approach to Investing in Biomedical Innovation
- Andrew Lo, Ph.D., Charles E. and Susan T. Harris Professor, MIT Sloan School of Management; Director, MIT Laboratory for Financial Engineering
12:00 p.m.–1:00 p.m.
Luncheon
1:00–2:00 p.m.
Financial Innovation Panel: Follow the Data
Moderator:
- Sharmila Kassam, Head of Asset Owner Solutions, Nasdaq
Panelist:
- TJ Carlson, CIO, Missouri State Employees’ Retirement System
- Catherine Clay, EVP, Global Head of Data and Access Solutions, Cboe
- Elena Manola-Bonthond, CIO, CERN Pension Fund
- Zack Helgeson, Head of Platform Product Strategy, Analytics, Nasdaq
- Lisa Schirf, Managing Director, Global Head of Data Strategy, Tradeweb
- Karyn Williams, Regional Investment Manager, North America, Zurich Insurance Group
2:15–3:15 p.m.
Financial Innovation Academic Case Studies and Breakout Group Discussions
Academic Presenters:
- Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking, Harvard Business School and Chair, AIF Global and AIF Institute
- Randy Cohen, Ph.D., Senior Lecturer, Harvard Business School
Breakout Group Discussion Leaders:
- Gila Cohen, Investment Board Chair, MUFG
- Michelle Davidson, Partner and Co-Head Advisory Americas, Aksia
- Meena Lakshman, CFA, Director of Investments, The Leona M. and Harry B. Helmsley Charitable Trust
- Tom Lee, CIO, New York State Teachers’ Retirement System
- William Maher, Director, Strategy & Research, RCLCO Fund Advisors (RFA)
- Jason Morrow, Deputy CIO, Utah Retirement System
- Cathy Ulozas, CIO, Drexel University
3:15–4:15 p.m.
Financial Innovation: Academic Research “Talks”
Private Equity Portfolios: What is Driving Performance
- Gregory Brown, Ph.D., Sarah Graham Kenan Distinguished Scholar of Finance and Research Director, Institute for Private Capital, University of North Carolina Kenan-Flagler Business School
Size, Returns and Performance Persistence in Private Equity
- Tim Jenkinson, Ph.D., Professor of Finance, Said Business School, University of Oxford
4:30–5:30 p.m.
Private Equity Roundtable Session
Session Leader:
- Michael Elio, Partner, StepStone Group
Session Participants:
- David Chiang, CIO, Pritzker Family Foundation
- Ksenija Jovanovic, Director, Alternative Investments, Aflac Global Investments
- Pierre-Antoine De Selancy, Managing Partner, 17Capital
- Sandeep Guleria, Managing Director, SIRIS Capital Group
- Jamie McGurk, General Partner, BAM Elevate
- David Marcus, Managing Director, Investments, Flexstone
- Davis Noell, Senior Managing Director, Co-Head of North America, Providence Equity
- Mina Pacheco Nazemi, Head of Diversified Alternative Equity, Barings
5:30–6:30 p.m.
Welcome Reception
6:30–9:00 p.m.
AIF Special Recognition Dinner
Keynote Interview: The Geopolitical Investment Landscape
- Beth George
Former Acting General Counsel & Principal Deputy General Counsel, United States Department of Defense, Former Associate Counsel to the President, The White House and Partner, Wilson Sonsini Goodrich & Rosati - Libby Cantrill
Managing Director and Head of Public Policy, PIMCO
Interviewed by:
- Ash Williams
Retired Executive Director and CIO, Florida State Board of Administration
Co-Chair, Fellows Program, AIF Institute
Vice Chair, J.P. Morgan Asset Management
Wednesday, January 11
7:45–8:15 a.m.
Day Two Registration
8:15–8:30 a.m.
Day Two Welcome
8:30–9:45 a.m.
Investors’ Roundtable: Portfolio Construction Discussion
Session Leaders:
- Erik Lundberg, CIO, University of Michigan
- Sue Crotty, Senior Vice President and CIO, Segal Marco Advisors
- Pete Keliuotis, Executive Vice President and Head of Alternatives Consulting Group, Callan
- Andre Perold, George Gund Professor of Banking and Finance, Emeritus, Harvard Business School and Founder, Managing Partner and CIO, HighVista Strategies
10:00–10:10 a.m.
Opening Remarks
- Brad Lander, Comptroller, City of New York
10:15–11:15 a.m.
Private Credit Roundtable Session I
Session Leader:
- Frank Fama, Global Co-Head of Credit Investment Group, Cambridge Associates
Session Participants:
- Brandon Baer, Founding Partner and CIO, Contingency Capital
- Paul Desmarais III, Senior Vice President, Power Corporation of Canada
- Jason Friedman, Partner, Marathon Asset Management
- Chris Hentemann, CIO, 400 Capital Management
- Cameron Kirby, Managing Director, Head of Structuring and Investment Solutions, Axonic Capital
- Osvaldo Pereira, Partner, Park Square Capital
- Jonathan Segal, Co-CIO, Highbridge Capital Management
11:25 a.m.–12:25 p.m.
Private Credit Roundtable Session II
Session Leader:
- David Scopelliti, Global Head of Private Credit, Mercer Alternative Investments
Session Participants:
- Steve Woodall, Program Director, Credit Strategies, Virginia Retirement System
- John Cortese, Partner, Head of Global Trading, Apollo Global Management
- Natalie Garcia, Managing Director, Head of Underwriting, Deerpath Capital Management
- Kevin Marchetti, Chief Risk Officer, Partner, Varagon Capital Partners
- Tyler Lindblad, CIO, Antares Capital
- Craig Packer, Co-Founder, Blue Owl Capital
- Daniel Pietrzak, Partner and Co-Head of Private Credit, KKR
12:30–2:00 p.m.
Luncheon and Featured AIF Institute Centers: ESG & Sustainable Investing and Private Capital Fusion Panel
Luncheon Program:
Women Investors Leadership Steering Committee Collaboration Project Update
- Sophia Tsai, Managing Director, Trinity Wall Street
- Emily Cox, Business Development, TFG Asset Management
- Lynn O’Connell, Senior Director, ATALAYA
AIF Institute Centers: ESG & Sustainable Investing and Private Capital Fusion Panel
Moderator:
- Lars Pace, Principal, Hamilton Lane
Panelist:
- James Celestine, New York State Common Retirement Fund
- Petya Nikolova, Deputy CIO, New York City Retirement System
- Dominic Garcia, Managing Director, CBRE Investment Management
- Marianne Dwight, Director of Institutional Investor Services, Strategic Insight Group, and Fellow, AIF Institute
2:15–3:15 p.m.
Private Credit Roundtable Session III
Session Leader:
- Tod Trabocco, Managing Director, Aksia
Session Participants:
- Kashya Arora, Managing Director & Co-CIO, Vibrant Capital Partners
- Beat Cabiallavetta, Partner, Goldman Sachs
- Warren de Haan, Co-Chief Executive Officer, ACORE Capital
- Scott Klein, Co-Chairman and Co-CEO, Beach Point Capital Management
- Kevin McLeod, Senior Managing Director, Cerberus Capital Management
- Paul Triggiani, Head of Distressed and Special Situations, Invesco
3:30–4:30 p.m.
Real Estate Roundtable Session
Session Leader:
- Rob Kochis, Partner, The Townsend Group, an Aon Company
- Karen Rode, Partner, The Townsend Group, an Aon Company
Session Participants:
- Bryan Donohoe, Partner, Co-Head of U.S. Real Estate, Ares Management
- Kurt Edwards, Head of Research & Strategy – US Real Estate, UBS Asset Management
- Dan Heflin, Founding Partner & CO-CIO, Torchlight Investors
- Michael Hyun, CIO, Crow Holdings
- Clarke Michalak, PRISA III Portfolio Manager, PGIM Real Estate
- John Murray, Global Head of Real Estate, PIMCO
- Dev Subhash, Partner, StepStone Real Estate
4:45–5:45 p.m.
Infrastructure Roundtable Session
Session Leader:
- Karen Rode, Partner, The Townsend Group, an Aon Company
- Rob Kochis, Partner, The Townsend Group, an Aon Company
Session Participants:
- Petya Nikolova, Deputy CIO, New York City Retirement System
- David Altshuler, Executive Director, IFM Investors
- Torbjorn Caesar, Senior Partner, Actis LLP
- Markus Hottenrott, CIO, Morgan Stanley
- Elisabeth Troni, Fund Manager, CBRE Investment Management
- Steven Unger, Operating Partner, Rail, ITE Management
5:45–6:45 p.m.
Closing Reception
2023 AIF Annual Investors' Meeting Participant List
The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)
Aflac Global Investments
Nicholas Bartley, Assistant Vice President
Ksenija Jovanovic, Director, Alternative Assets
AIG
Milla Tonkonogy, CIO, North America
Aksia
Valerie Benard, Partner, Head of Aksia Europe
Michelle Davidson, Partner, Co-Head, Advisory Americas
Tod Trabocco, Managing Director
Alaska Permanent Fund Corporation
*Ross Alexander, Portfolio Manager
Albourne
David Harmston, Head of Client Group
Travis Williamson, Head of Hedge Fund Research
Allianz Capital Partners
Worth Groome, Director
BCI
Kalina Berova, Director
Bfinance
Guy Hopgood, Director, Client Consulting
Brighthouse Financial
Maria Tarhanidis, Head of Alternative Investments
Callan
Pete Keliuotis, Executive Vice President and Head of Alternatives Consulting Group
Cambridge Associates
Frank Fama, Managing Director
Carnegie Corporation of New York
Mark Baumgartner, CIO
CERN Pension
Elena Manola-Bonthond, CIO
Cliffwater
John Brigida, Managing Partner
Michael Cohan, Managing Partner
City of Stamford
Eric Newman, Treasury Manager
Corebridge Financial
Li Tang, VP
Dallas Police & Fire Pension System
Tom Tull, Investment Advisory Committee Member
DB Advisory America / DB Insurance
Yong Park, Representative
Drexel University
Catherine Ulozas, CIO
Essent
Vassos Vassiliou, VP Reinsurance
Equitable Life
Nicki Livanos, Director Real Estate Investments
Florida State Board of Administration
Brock Howard, Portfolio Manager
Hamilton Lane
Lars Pace, Principal
Hartford Investment Management Company
David Weber, Portfolio Manager
Helmsley Trust
Meena Lakshman, Director of Investments
Houston Municipal Employees Pension System
Rhonda Smith, Trustee, Board Secretary
Hyundai Marine & Fire Insurance
Kyu Nam Lee, Head of NY Office
Indiana Public Retirement System
Steve Russo, Executive Director
Korea Investment and Securities US Inc.
Tae Ryoon Kim, Managing Partner
Maryland State Retirement Agency
Andrew Palmer, CIO
Mercer
Beth Johnson, Partner
David Scopelliti, Global Head of Private Credit
Missouri State Employees’ Retirement System
TJ Carlson, CIO
Mount Sinai Health Partners
Scott Pittman, Senior Vice President and CIO
MUFG
Gila Cohen, Chair Investment Board
National Pension Service of South Korea
Hyunwoo Choi, Senior Portfolio Manager, Global Fixed Income NY Desk
JY Gong, Senior Portfolio Manager
Sunmi Kim, Portfolio Manager
Jae Wook Lee, Head of New York Office
NEPC, LLC
Margaret Belmondo, Partner
New York City Retirement System
Petya Nikolova, Deputy CIO
Alison Hirsh, Chief Strategy Officer / Assistant Comptroller for Pensions
Tina Suo, Head of Alternative Credit
New York Life Investment Management
Jae Yoon, CIO
New York State Common Retirement Fund
Simon Balaj, Investment Officer
James Celestine, Investment Staff
JoAnn Hanson, Real Estate Advisory Committee
Cody Israel, Investment Officer
Sylvester McClearn, Senior Investment Officer
Deborah Medenica, Senior Investment Officer
New York State Teachers Retirement System
Endurance Aku, Investment Officer
Thomas Lee, Executive Director and CIO
Nicholas Smirensky, Board Member
Peninsula House
John Tsui, Managing Principal
Pension Benefit Guaranty Corporation
Gordon Hartogensis, Director
Power Corporation of Canada
Paul Desmarais III, Senior Vice President
Pritzker Family Foundation
David Chiang, CIO
Public Institution for Social Security (Kuwait)
Adam Robbins, Director, Wafra
Taylor Houghton, Senior Associate, Wafra
RCLCO Fund Advisors
William Maher, Director
Resolution Life
Leslie Vargas, Portfolio Manager
Segal Marco Advisors
Susan Crotty, Senior Vice President and CIO
State Teachers’ Retirement of Ohio
Roberta Waxman-Lenz, Managing Director, International Real Estate
StepStone Group
Michael Elio, Partner
Dev Subhash, Partner
The Doctors Company
T.C. Wilson, CIO
The Joint Industry Board of the Electrical Industry
Rongbiao Fu, Senior Investment Officer
The Townsend Group, an Aon Company
Rob Kochis, Partner
Karen Rode, Partner
TIAA
Mike Huff, Managing Director – Asset Allocation, Derivatives & Capital Markets
Emilia Wiener, Managing Director, Head of Fixed Income
Trinity Church Wall Street
Sophia Tsai, Managing Partner
United Nations Joint Staff Pension Fund
Elizabeth Caldas, Investment Officer
Natalie Jeeyeon Hong, Portfolio Manager/Investment Officer
Tereza Hesounova Trivell, Director of Private Markets
University of Michigan
Erik Lundberg, CIO
University of Missouri
Tom Richards, CIO
Utah Retirement System
Jason Morrow, Deputy CIO
Virginia Retirement System
Steve Woodall, Senior Investment Officer, Credit Strategies
Wafra
Thana Almufarrej, Director
Willett Advisors
Jeffrey Saret, Managing Director
YMCA Retirement Fund
Hunter Reisner, CIO
Zurich Insurance Group
Karyn Williams, Regional Investment Manager, North America
*Virtual attendee. All others attending in person.
