2023 AIF West Coast Investors' Forum
April 26–27 | Hilton Santa Monica Hotel | Los Angeles, California
On behalf of AIF Global, we hope you will join us for the 2023 AIF West Coast Investors’ Forum to be held April 26–27 in Santa Monica, California.
The 2023 AIF West Coast Investors’ Forum will bring together investment thought leaders to share best ideas, practices, and information and address the needs of institutional asset owners in the West Coast region and across the U.S.
Agenda at a Glance
Wednesday, April 26
Starts at 12:00 p.m.
Registration
12:30–2:00 p.m.
Women Investors' Interactive Discussion and Luncheon
Introductions and Women's Leadership Steering Committee's Collaboration Project Updates
- Melissa Waller, President, AIF Global and the AIF Institute
- Barbara Lambroza, Senior Program Director, AIF Global and the AIF Institute
Primer on Latest Data on Gender Diversity Initiatives
Keynote Discussion with Women Investors: The Journey and Experiences in the Board Room
Special Discussion Introduction:
- Stephanie Ivy Sanford, Partner, Goldman Sachs
Guest Speakers:
- Gina Sanchez, Board of Investments Chair, Los Angeles County Employees’ Retirement Association (LACERA)
- Gabrielle Rubenstein, Trustee, Alaska Permanent Fund Corporation (APFC) Board of Trustees and Managing Director and Co-Founder, Manna Tree Partners
2:15–2:30 p.m.
Welcome Remarks and Introductions
2:30–3:45 p.m.
AIF Institute Center for Private Capital Panel: Innovations in Sustainable Infrastructure and Private Markets
Moderator:
- Mark Williams, Managing Director, Cliffwater LLC
Panelists:
- Mona Benisi, Head of Sustainability for Global Real Assets, Morgan Stanley
- Dominic Garcia, Chief Pension Investment Strategist, CBRE Investment Management
- JR Pearce, Senior Investment Officer, Sacramento County Employees’ Retirement System
- Scott Richland, CIO, California Institute of Technology (CalTech)
- Yihana von Ritter, Associate Director, Private Investments, Align Impact
4:00–5:00 p.m.
Infrastructure Roundtable Session
Session Leader:
- Aysin Kilic, Managing Principal/Consultant and Portfolio Strategist, Meketa
Session Participants:
- Scott Litman, Managing Director, Infrastructure Investments, GCM Grosvenor
- Glen Matsumoto, Partner, Infrastructure, Actis LLP
- Mina Pacheco Nazemi, Head of Diversified Alternative Equity, Barings
- Mark Williams, Managing Director, Cliffwater LLC
5:30–8:00 p.m.
Welcome Reception
Casual dinner at Catch Restaurant at Casa Del Mar Hotel
Thursday, April 27
8:00–8:45 a.m.
Registration
8:45–9:00 a.m.
Day Two Welcome and Introductions
- Brant Maller, Founder and CEO, AIF Global and the AIF Institute
- Melissa Waller, President, AIF Global and the AIF Institute
9:00–10:00 a.m.
Investor Roundtable: The Shifting Views on Asset Allocation
Session Leaders:
Carina Coleman CIO, San Diego City Employees’ Retirement System
Maggie Ralbovsky, Managing Director, Wilshire
Session Participants:
Vineer Bhansali, Investment Committee Member, Margaret A. Cargill Philanthropies
Jonathan Grabel, CIO, Los Angeles County Employees’ Retirement Association (LACERA)
Alec Stais, CIO, Providence St. Joseph Health
10:10–11:00 a.m.
Real Estate Roundtable I
Session Leader:
- Tom Hester, Managing Director, StepStone Real Estate
Session Participants:
Jay Glaubach, Partner and Co-Head of US Real Estate, Ares Management
John Murray, Managing Director & Portfolio Manager, PIMCO
Tyler Rothenberg, Managing Director, Real Estate, Cerberus Capital Management
Tyson Skillings, Managing Partner, Rockwood Capital
11:10 a.m.–12:00 p.m.
Real Estate Roundtable II
Session Leader:
William Maher, Director of Strategy and Research, RCLCO Fund Advisors
Session Participants:
Mary Lang, Head of Americas Logistics Strategies and Portfolio Manager, CBRE Investment Management
Brooks Monroe, Managing Director, Client Portfolio Manager, Invesco Real Estate
Jon Stein, Partner and Co-Head of Private Acquisitions, Torchlight Investors
Matthew Weinstein, Partner, Head of Credit, Axonic Capital
12:10–1:00 p.m.
Diversifiers & Opportunistic Strategies Roundtable
Session Leader:
- Mark Perry, Managing Director, Wilshire
Session Participants:
Jacob Abbott, Investment Officer, San Bernardino County Employees’ Retirement Association
Milci Artiga, Director, Investments, Providence St. Joseph Health
Chung Ma, Managing Director-Portfolio Solutions Group, Virginia Retirement Systems
Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners
Mike Mueller, Alternatives Investment Officer, Oregon Treasury
Ben Radinsky, Principal, HighVista Strategies
Bruce Richards, Chairman and CEO, Marathon Asset Management
1:00–2:00 p.m.
Lunch
2:00–2:50 p.m.
Private Credit Direct Lending
Session Leader:
- Sapna Shah, Managing Director, Angeles Investment Advisors
Session Participants:
Allen Ameri, Managing Director, Originations, Deerpath Capital Management
Benjamin Chapin, Managing Director, Originations, Antares Capital
Sam Kwon, Senior Managing Director, Varagon Capital Partners
Rony Ma, Managing Director, Credit, KKR
Mike Mueller, Alternatives Investment Officer, Oregon Treasury
Daniel Xu, Head of North America Direct Lending, Partner, PM IDD, Albourne
3:00 –3:50 p.m.
Private Credit Specialized Strategies
Session Leader:
Trevor Jackson, Managing Director, Aksia
Session Participants:
Jacob Abbott, Investment Officer, San Bernardino County Employees’ Retirement Association
Akila Grewal, Partner, Apollo Global Management
Chris Schiavone, Portfolio Manager, Private Credit, 400 Capital Management
Kyle Jeffers, Head of Origination, ACORE Capital
Alex Popov, Head of Illiquid Credit Strategies and Head of Credit Opportunities, The Carlyle Group
Vipul Tandon, Managing Director and Head of Credit Opportunities and Capital Markets, Siris Capital Group
4:10–5:00 p.m.
Private Equity Roundtable
Session Leader:
- Gabrielle Zadra, Senior Managing Director, Cliffwater LLC
Session Participants:
Didier Acevedo, Investment Officer, Los Angeles County Employees’ Retirement Association
Matt Hodan, Partner, Lexington Partners
Clark Hoover, Investment Officer, Los Angeles City Employees’ Retirement System (LACERS)
Taylor Jordan, Managing Director of Alternative Investments & Manager Selection (AIMS), Goldman Sachs
Steve Moseley, Managing Director, Wafra Inc.
Michael Timms, Investment Director, 17Capital
5:00–6:00 p.m.
Closing Reception
2023 AIF West Coast Investors' Forum Participant List
The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)
Alex Dauria, Senior Portfolio Advisor
Trevor Jackson, Senior Portfolio Advisor
Gabrielle Rubenstein, Trustee
Guy Hopgood, Director
Vineer Bhansali, Investment Committee Member