2025 AIF West Coast Investors' Forum
September 17–18 | Los Angeles
On behalf of AIF Global, we hope you will join us for the 2025 AIF West Coast Investors’ Forum to be held September 17–18 at the Hilton Santa Monica Hotel in Santa Monica, California.
Agenda to be released soon
Agenda at a Glance
Wednesday, September 17
2:30–3:15 p.m.
General Registration
3:15–3:30 p.m.
Welcome Remarks and Introductions
3:30–4:30 p.m.
Investor Roundtable: Managing Portfolio Liquidity
Session Leader:
- Greg Kantor, Senior Consultant, Principal, RVK, Inc.
Session Participants:
- Jon Grabel, CIO, Los Angeles County Employees Retirement Association (LACERA)
- Frank Mihail, CIO, North Dakota Trust Lands
5:00–8:00 p.m.
Welcome Reception and Casual Dinner
(Restaurant 1212, Santa Monica)
Thursday, September 18
8:30–9:00 a.m.
Registration
9:00–9:15 a.m.
Day Two Remarks
9:15–10:15 a.m.
Real Estate Roundtable
Session Leader:
- William Maher, Director, Strategy and Research, RCLCO
Session Participants:
- Andrew Fenet, Managing Director, Blackstone
- Chae Hong, Partner, Aon
- Claiborne Johnston, Managing Director, Morgan Stanley
- Matthew Michalovsky, EVP, Portfolio Manager, PIMCO
- Jan van Bakel, Head of Investments, America, Indirect Real Estate, CBRE Investment Management
10:30–11:15 a.m.
Infrastructure Roundtable
Session Leader:
Cian Desmond, SVP, Portfolio Manager, Wilshire
Session Participants:
- Jon Atkeson, Deputy CIO, ITE Management
- Karl Kuchel, CEO, Macquarie Infrastructure Partners, Macquarie Asset Management
11:30 a.m.–12:15 p.m.
Private Credit Roundtable: Direct Lending & Core Strategies
Session Leader:
- Poorvi Parekh, COO, Canterbury Consulting
Session Participants:
- Steven Budig, Partner, Goldman Sachs
- Michael Blumberg, Senior Managing Director, CCO, Man Varagon
- Matthew Fleming, Senior Managing Director, Antares Capital
- Justin Grimm, Managing Director, AB Private Credit Investors
- Derek Kellman, Investment Officer, Angeles Investments
- Frank Mihail, CIO, North Dakota Trust Lands
12:15–1:45 p.m.
Luncheon Panel: Strategic Resilience: Integrating Forward-Looking Risk, Governance, and Opportunity in Institutional Portfolios
Moderator:
- Eileen Neill, Managing Director and Senior Consultant, Verus Investments
Speakers:
- Carina Coleman, CIO, San Diego City Employees’ Retirement System
- Karyn Williams, Regional Investment Manager North America, CIO, Zurich North America
- Vineer Bhansali, Investment Committee Member, Margaret A. Cargill Foundation
1:45–2:30 p.m.
Private Equity Roundtable
Session Leaders:
- Didier Acevedo, Investment Officer – Private Equity, Los Angeles County Employees Retirement Association (LACERA)
- Tom Cawkwell, Partner and Global Head of Private Markets, Albourne
Session Participants:
- Allen Ruiz, Managing Director, Barings
- Jordan Smith, Partner, Private Equity, Ares Management
- Itai Wallach, Partner, Private Equity, Apollo Global Management
2:45–3:30 p.m.
Private Credit Roundtable: Opportunistic & Structured Strategies
Session Leader:
- Trevor Jackson, Managing Director, Aksia
Session Participants:
- Carl Goldsmith, Co-Founder, Co-CEO, Beach Point Capital
- Nora Granville, Director, Private Credit, 400 Capital Management
- Nate Morse, Head of Strategic Credit, Eagle Point Credit Management
- Kevin Petrovcik, Managing Director, Invesco
- Ray Schleinkofer, Investment Director, UCLA Investment Company
3:45–4:30 p.m.
Private Credit Roundtable: Specialized Strategies
Session Leaders:
- Mark Perry, Managing Director, Wilshire
- Clark Hoover, Investment Officer, Los Angeles City Employees’ Retirement System (LACERS)
Session Participants:
- Tom Glover, Portfolio Manager, Crescent Capital Group
- Mohit Mehta, VP, Private Debt Secondaries, Tikehau Capital
- Federico Persico, Managing Director, Cerberus
- Andy Springer, Partner, Co-Head of Asset-Based Lending / Structured Credit, Marathon Asset Management
4:30–4:45 p.m.
Closing Remarks
4:45–5:45 p.m.
Closing Reception
2025 AIF West Coast Investors' Forum Participant List
Investor, Consultant and Finance Academic Participants
Aksia
Trevor Jackson, Managing Director
Albourne
Tom Cawkwell, Partner and Global Head of Private Markets
Lucy Barrington
Angeles Investments
Derek Kellman, Investment Officer
AON
Chae Hong, Partner
CalSTRS
Tyler Rico, Associate Portfolio Manager
Canterbury Consulting
Poorvi Parekh, COO
Los Angeles County Employees Retirement Association (LACERA)
Jonathan Grabel, CIO
Didier Acevedo, Investment Officer – Private Equity
Los Angeles City Employees’ Retirement System (LACERS)
Clark Hoover, Investment Officer
Alejandro Becerra, Analyst
Margaret A. Cargill Foundation
Vineer Bhansali, Investment Committee Member
North Dakota Trust Lands
Frank Mihail, CIO
Orange County Employees Retirement System (OCERS)
Josephine He, Investment Officer
RCLCO Fund Advisors
William Maher, Director, Strategy and Research
RVK
Greg Kantor, Senior Consultant
San Diego City Employees’ Retirement System
Carina Coleman, CIO
UCLA Investment Company
Ray Schleinkofer, Investment Director
Verus Investments
Eileen Neill, Managing Director and Senior Consultant
Wilshire
Cian Desmond, SVP, Portfolio Manager
Mark Perry, Managing Director
Zurich North America
Karyn Williams, Regional Investment Manager/ CIO
