2025 AIF Annual Investors' Meeting
January 14–15 | The Metropolitan Club | New York City
On behalf of AIF Global and the AIF Institute, we hope you will join us for the upcoming, invitation-only 20th Anniversary AIF Annual Investors’ Meeting, featuring the 2025 AIF Institute Financial Innovation Symposium, to be held January 14–15 at The Metropolitan Club of New York City.
Join us as we celebrate 20 years of the best ideas, best practices, and best information to help institutional asset owners achieve their investment objectives.
Agenda to be released soon
Agenda at a Glance
Tuesday, January 14
8:15 a.m.
Registration
8:45–9:00 a.m.
Welcome Remarks
9:00–10:15 a.m.
AIF Center for Financial Innovation Panel: Opening Presentation and Panel
Moderator:
- Sorina Zahan, Ph.D., Founder and CEO, Aiperion
Panelists:
- Maria Garrahan, Director of Research, Senior Investment Officer, MassPRIM
- Abigail Wattley, CIO, Williams College Endowment
10:30–11:10 a.m.
AIF Center for Financial Innovation Panel: Macroeconomic Forces Reshaping Global Trade Systems
Moderator:
- Mark White, Head of Private Markets IDD-Real Assets, Albourne
Panelists:
- Julie Ingersoll, CIO, Americas Direct Real Estate Strategies CBRE Investment Management
- Danita Johnson, Managing Director ‑ Real Assets, Maryland State Retirement and Pension System
- Jason Koenig, Co-Founder, Managing Partner, ITE Management
11:25 a.m.–11:45 a.m.
AIF Center for Financial Innovation: The Latest on the Cryptoeconomy
- John D’Agostino, Research Affiliate, Massachusetts Institute of Technology, Head of Strategy, Institutional, Coinbase and Fellow, AIF Institute
- Robert Mitchnick, Head of Digital Assets, BlackRock
11:45 a.m.–12:15 p.m.
AIF Center for Financial Innovation Discussion: Advances and Limitations in Artificial Intelligence
- Manolis Kellis, Ph.D., Professor of Computer Science and Member, Computer Science and Artificial Intelligence Lab, Massachusetts Institute of Technology
Interviewed by:
- Andrew Lo, Ph.D., Charles E. And Susan T. Harris Professor of Finance, Sloan School of Management, Massachusetts Institute of Technology
12:30–2:00 p.m.
Luncheon Panel
Investing at Scale: Opportunities and Challenges
Moderator:
- Larry Schloss, Fellow, Center for Private Capital Investing, AIF Global Institute, Former CIO, New York City Retirement System
Panelists:
- Sam Chung, Head of AIF APAC, AIF Global
- Shoaib Khan, CIO, New Jersey Division of Investment
- Kyoung Taek Lee, President of KIC New York, Korea Investment Corporation (KIC)
- Sungmin Lim, General Manager, Korea Post New York Office
- Andrew Palmer, CIO, Maryland State Retirement and Pension System
2:15–3:30 p.m.
AIF Center for Private Capital Investing: Academic Investment Vignette and Breakout Group Discussions: The Rise of GP Stakes
- Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking, Harvard Business School and Advisory Board Chair, AIF Global
- Randy Cohen, Ph.D., Senior Lecturer, Harvard Business School
3:45–4:15 p.m.
AIF Center for Private Capital Investing: Academic Presentation: Risk-Adjusted Performance Across Asset Classes
- Gregory Brown, Ph.D., Weatherspoon Distinguished Professor of Finance, Institute for Private Capital, UNC Kenan-Flagler Business School
4:30–5:30 p.m.
Private Equity Investing Roundtable
Session Co-Leaders:
- Michael Elio, Partner, StepStone
- Justin Maistrow, CIO, State of Rhode Island Office of the General Treasurer
Session Participants:
- Davis Noell, Senior Managing Director, Providence Equity Partners
- David Marcus, Managing Director, Flexstone Partners
- Vik Sawhney, Chief Administrative Officer, Blackstone
5:30–6:45 p.m.
AIF 20th Anniversary Welcome Reception
6:45–8:30 p.m.
AIF 20th Anniversary Keynote and Recognition Dinner
Keynote Speakers:
- Robert Steven Kaplan, Former President and CEO, Federal Reserve Bank of Dallas and Vice Chairman, Goldman Sachs
- Justin Muzinich, Former US Deputy Secretary, US Department of the Treasury and CEO, Muzinich & Co.
Interviewed by:
- Tom Tull, Trustee and Investment Advisory Committee Chairman, Dallas Police & Fire Pension, Former CIO, Texas Employees’ Retirement System, and AIF Institute Fellow
Wednesday, January 15
8:15 a.m.
9:30 a.m.
Registration for Investors and Consultant Only Session
General Registration Begins
8:45–9:45 a.m.
Portfolio Construction: Investor Session (Investors and Consultants only)
Session Leaders:
- Sue Crotty, President and CIO, Segal Marco Advisors, and Co-Chair, Consultant Advisory Board, AIF Global
- Pete Keliuotis, Executive Vice President, Alternative Consulting, Callan and Co-Chair, Consultant Advisory Board, AIF Global
10:00–11:00 a.m.
Private Credit Roundtable: Direct Lending and Specialized Strategies
Session Co-Leaders:
- Sean Holland, Director, New York Life
- David Sheng, Managing Director, Aksia
Session Participants:
- Ari Landsberg, Managing Director, 17Capital
- Jonathan Marotta, Managing Director, Crescent Capital Group
- Walter Owens, CEO, Man Varagon
- Jay Ramakrishnan, Senior MD, Head of Originations, AB Private Credit Investors
- Tom Stack, Senior Investment Director, Cambridge Associates
- Adam Vigna, CIO, Sagard Holdings
11:15 a.m.–12:15 p.m.
Private Credit Roundtable: Structured and Asset Backed Strategies
Session Co-leaders:
- Tom Stack, Senior Investment Director, Cambridge Associates
- Jake Abbott, Senior Investment Officer, San Bernardino County Employees’ Retirement Association (SBCERA)
Session Participants:
- Judy Chou, Senior Advisor – Credit Strategies, Cooper Family Office
- Karen Lau, Senior Portfolio Manager, Head of CLOs and Performing Loans, Marathon Asset Management
- Bret Leas, Partner and Co-Head of Asset Backed Finance, Apollo Global Management
- Darren Thomas, Portfolio Manager, Private Market Special Situations, PIMCO
12:15–1:30 p.m.
CIO Luncheon Panel: Looking Back and Forging Ahead
Moderator:
- Raelan Lambert, Global Alternatives Leader, Senior Partner, Mercer
Panelists:
- Andrew Greene, CIO, TTC Pension Plan
- TJ Carlson, CIO, Missouri State Employees’ Retirement System (MOSERS)
- Geeta Kapadia, CIO, Fordham University
1:45–2:45 p.m.
Private Credit Roundtable: Opportunistic Strategies
Session Leader:
- Francis Griffin, Senior Vice President, Callan
Session Participants:
- Bob Franz, Managing Partner, CIO, Arbour Lane Capital
- Michael Haynes, Portfolio Manager, Beach Point Capital
- Chris Hentemann, Managing Partner, CIO, 400 Capital Management
- Nate Morse, Principal and Head of Strategic Credit, Eagle Point Credit
- Jeff Reemer, Managing Director and Senior Portfolio Manager, Invesco
- Tina Suo, Head of Alternative Credit and Member of the Investment Committee, New York City Retirement Systems
3:00–4:00 p.m.
Real Estate Investing Roundtable
Session Co-leaders:
- Kevin Higgins, Head of Real Estate, New Jersey Treasury Division of Investment
- Rob Kochis, Partner, The Townsend Group
Session Participants:
- Larissa Belova, CIO, UBS Realty Investors
- Matt Drummond, Senior Managing Director, Head of Head Yield Strategies, ACORE Capital
- Andrew Holm, Partner, Co-Head of U.S. Investments, Ares Management
- Claiborne Johnston, Managing Director, Real Assets, Investment Management, Morgan Stanley
- Matthew Nurkin, Managing Director, Board of Pensions (PCUSA)
- Jeremy Stern, Senior Vice President – Acquisitions, Waterton
- Craig Theirl, CIO, Real Estate Americas, J.P. Morgan Asset Management
- Ryan Walters, Senior Vice President, Torchlight Investors
4:15–5:15 p.m.
Infrastructure Investing Roundtable
Session Leader:
- Mark White, Partner and Head of Real Assets, Albourne
Session Participants:
- Peter Bendall, Managing Director, Macquarie Asset Management
- James Celestine, Senior Investment Officer, New York State Common Retirement Fund
- Michael Harrington, Partner and CIO, Actis
- Matt Himler, Principal, Energy Capital Partners (ECP)
- Jahred Kallop, Managing Director, Co CIO, Tikehau Star Infra
- Mina Nazemi, Head of Diversified Alternative Equity, Barings
5:15–6:30 p.m.
Closing Reception
2025 AIF Annual Investors' Meeting Participant List
Investor, Consultant and Finance Academic Participants
Aflac Global Investments
Ksenija Jovanović, Managing Director
Omri Saadi, AVP – Alternatives
Aksia
David Sheng, Managing Director
Brian Shushkovsky, Vice President
Albourne
David Harmston, Head of Client Group
Mark White, Partner, Head of Private Markets IDD – Real Assets
Arabella Wuchek, Partner
Arch Capital
William Bell, CIO, Alternatives
John Hennig, Vice President
bfinance US
Guy Hopgood, Director, Client Consulting
Board of Pensions (PCUSA)
Matthew Nurkin, Managing Director
BPIfrance
Antoine Pupin, Managing Director
Brighthouse Financial
Maria Tarhanidis, Head of Alternative Investments
Building Service 32BJ Benefits Fund
Antonio Rodriguez, Director of Investment
Callan LLC
Francis Griffin, Senior Vice President
Pete Keliuotis, Executive Vice President, Head of Alternatives Consulting
CalPERS
Cathy Hua, Associate Investment Manager
Cambridge Associates
Tom Stack, Senior Investment Director
City of Stamford
Eric Newman, Treasury Manager
Columbia Investment Management Company
Kim Lew, CEO
Cooper Family Office
Judy Chou, Senior Advisor – Credit Strategies
Dallas Police & Fire Pension System
Tom Tull, Trustee and Chair, Investment Advisory Committee Member
Doris Duke Foundation
Jay Yoon, Investment Associate
Empresas SLG
Carmen Ligia Lugo De Frías, Portfolio Manager
Euclidean
Alessandra Zhang, Investment Analyst
Fordham University
Geeta Kapadia, CIO
Fundo Soberano de Angola
Guerold De Jesus Antonio, Senior Analyst
GE Aerospace
John Gao, Director, Investment Management and Risk Analytics
GE Capital
Halie Gates, Senior Investment Analyst
Helmsley Trust
Meena Lakshman, Director of Investments
Hyundai Investment America
Joseph Lee, President
Illinois Municipal Retirement Fund (IMRF)
John Pearce, Portfolio Manager
Kauffman Foundation
Diane Mulcahy, Head of PE
KCIF (Korea Center For International Finance) New York Office
Dohyun Kwon, Chief Representative
Korea Housing Finance Corporation
Joongmin Kim, Head of New York Office
Korea Investment Corporation (KIC)
Kyoungtaek Lee, President of KIC New York
Korea Post New York Office
Sungmin Lim, General Manager
Jinhee Yoo, Vice President
K-SURE New York Co. (Korea Trade Insurance Corporation)
Jang-Hee Park, Chief Representative
Luekos USRE
Gila Cohen, CIO
Margaret A Cargill Philanthropies
Vineer Bhansali, Investment Committee Member
Maryland State Retirement and Pension System
Danita Johnson, Managing Director ‑ Real Assets
Maryland State Retirement Agency
Andrew Palmer, CIO
MassPRIM
Maria Garrahan, Director of Research
Mellon Foundation
Abigail Archibald, Senior Portfolio Manager
Mercer
Raelan Lambert, Senior Partner and Global Alternatives Leader
Minnesota State Board of Investment
Samir Zahar, Investment Officer, Private Markets
Missouri State Employees’ Retirement System (MOSERS)
TJ Carlson, CIO
Municipal Employees Retirement System (MERS) of Michigan
Jeb Burns, CIO
Nassau Financial Group
Ravi Srinivasan, Managing Director, Head of Alternative Investments
National Pension Service (NPS)
Kyung Won Bae, Senior PM
Geunhwan Chung
Shijoon Han
Sungho Kim
New Jersey Treasury Division of Investment
Shoaib Khan, Director and CIO
Kevin Higgins, Head of Real Estate
Peterson Lenard, Analyst
Johnathan Weeast, Investment Analyst
New York Life
Sean Holland, Director
New York State Common Retirement Fund
Elizabeth Caldas, SIO
James Celestine, Senior Investment Officer
Sylvester McClearn, Director of Emerging Managers Program
Patrick McCleary, Senior Investment Officer
Andrew Siwo, Head of Sustainable Investments and Climate Solutions
New York State Insurance Fund
David Ourlicht, Commissioner, Chairman Investment Committee
Rajith Sebastian, Head of Sustainable Investing
New York City Retirement Systems/Office of New York City Comptroller
Petya Nikolova, Deputy CIO, Head of Infrastructure Investing
Tina Suo, Head of Alternative Credit and Member of Investment Committee
RCLCO Fund Advisors
William Maher, Director, Strategy & Research
Resolution Life US
Jessie Nguyen, Senior Analyst
Lei Zhang, Portfolio Manager
San Bernardino County Employees’ Retirement Association (SBCERA)
Jake Abbott, Senior Investment Officer
Segal Marco Advisors
Sue Crotty, President and CIO
State of Rhode Island, Office of the General Treasurer
Justin Maistrow, CIO
State of Wisconsin Investment Board
Salah Khalaf, Portfolio Manager
State Teachers Retirement System of Ohio
Roberta Waxman, Managing Director, International Real Estate
StepStone Group
Mike Elio, Partner, Private Equity
Bhavika Vyas, Managing Director
Townsend Group
Rob Kochis, Partner
Trans-Canada Capital (fka Air Canada Pension Investments)
Christopher Truong, Senior Director, Co-Investments
TTC Pension Plan
Andrew Greene, CIO
University of Pennsylvania
Perry Golkin, Trustee
Willett Advisors
Jeffrey Saret, Managing Director
Williams College Endowment
Abigail Wattley, CIO
YMCA Retirement Fund
Hunter Reisner, CIO
