2024 AIF West Coast Investors' Forum
July 16–17 | Santa Monica
On behalf of AIF Global, we hope you will join us for the 2024 AIF West Coast Investors’ Forum to be held July 16–17 at the Hilton Santa Monica Hotel in Santa Monica, California.
Agenda at a Glance
Tuesday, July 16
12:00 p.m.
Registration for Women's Luncheon begins
12:30–2:00 p.m.
Women Investors’ Luncheon Session: Mastering Communication: Building Confidence in Connecting with Others Face to Face and Through LinkedIn
(open to registered women only)
Maria Iams, Partner, Lange International Executive Communications
1:45–2:15 p.m.
General Registration
2:15–2:30 p.m.
Welcome Remarks and Introductions
2:30–3:30 p.m.
AIF Institute Centers for Private Capital and Sustainable Investing Panel: Navigating the Clean Energy Transition
This panel discussion will delve into the challenges and opportunities of the global clean energy transition, providing institutional investors, asset managers, and investment consultants with insights into the dynamic interplay between energy demand, technological advancements, short term challenges, long term opportunities, regional and geopolitical shifts.
Moderator:
- Courtney Birnbaum, Director of Sustainability, Corbin Capital Partners
Panelists:
- Mona Benisi, Executive Director, Head of Sustainability for Global Real Assets, Morgan Stanley
- Ben Meng, Executive Vice President, Chairman of Asia Pacific, Franklin Templeton
- Mina Nazemi, Head of Diversified Alternatives Equity, Barings
- Andrew Palmer, CIO, Maryland State Retirement and Pension System
3:45–4:45 p.m.
AIF Institute for Private Capital Panel: Balancing Act - Managing Portfolio Liquidity and Rebalancing
Moderator:
- Maggie Ralbovsky, Managing Director, Wilshire
Panelists:
- Vineer Bhansali, Investment Committee Member, Margaret A. Cargill Foundation and Founder and CIO, LongTail Alpha
- Ken Frier, Investment Committee, El Camino Health and CIO, Atlas Capital Advisors
- Dominic Garcia, Chief Investment Pension Strategist, CBRE Investment Management
- Corey LoPrete, Managing Director, Private Equity, GCM Grosvenor
- Mike Mueller, Alternative Investment Officer, Oregon State Treasury
5:15–8:00 p.m.
Welcome Reception and Casual Dinner by the Beach
(The Conservatory at Hotel Casa Del Mar)
Wednesday, July 17
8:00–8:30 a.m.
Registration
8:30–8:45 a.m.
Day Two Remarks
8:45–9:45 a.m.
Investor Roundtable: Managing Risk at the Portfolio Level
Session Leader:
- Greg Kantor, Senior Consultant, Principal, RVK, Inc.
Session Participants:
- Gregory Brown, Van and Kay Weatherspoon Distinguished Professor of Finance, University of North Carolina, Kenan-Flagler
- Robert Butler, Investment Risk & Compliance Officer, Arizona State Retirement System
- Rose Dean, Partner, NEPC
- Jonathan Grabel, CIO, Los Angeles County Employees Retirement Association (LACERA)
- Karyn Williams, Regional Investment Manager, North America, Zurich Global Investment Management
10:00–11:00 a.m.
Real Estate Roundtable
Session Leader:
- Jeff Giller, Partner and Head of StepStone Real Estate, StepStone Group
Session Participants:
- Samuel Averbach, Managing Director, Real Estate, Ares Management
- Michael Givner, Head of Private Real Estate Equity Acquisitions, PIMCO
- Joseph Griffin, Head of US CRE, Marathon Asset Management
- Dan Heflin, Managing Partner and Co-Chief Investment Officer, Torchlight Investors
- Jonathan San Antonio, Senior Director, CBRE Investment Management
- Tyson Skillings, Managing Partner, Rockwood Capital
11:15–12:15 p.m.
Private Credit Roundtable: Direct Lending
Session Leader:
- Poorvi Parekh, Director of Outsourced Investments, Board Member, Canterbury Consulting
Session Participants:
- Allen Ameri, Managing Director, Origination, Deerpath Capital
- Michael Blumberg, Senior Managing Director, Man Varagon
- Shannon Fritz, Deputy CIO, Antares Capital
- Justin Grimm, Managing Director, AB Private Credit Investors
- Jason Morrow, Deputy CIO, Utah Retirement Systems
12:15–1:15 p.m.
Luncheon: Governance Best Practices for Board Members and Investment Staff: Effective Strategies for Managing the Investment Process
Perspectives from ex officio CalPERS and CalSTRS board members and former CalPERS CIO
Moderator:
- Shawn Wooden, Partner and Chief Public Pension Strategist, Apollo Global Management and former Treasurer, State of Connecticut
Guest Speakers:
- John Chiang, Board Member, Astrana Health and former California State Treasurer and California State Controller and former Board Member, California Public Employees Retirement System (CalPERS) and California State Teachers’ Retirement System (CalSTRS)
- Betty Yee, Former California State Controller and former Board Member, California Public Employees Retirement System (CalPERS) and California State Teachers’ Retirement System (CalSTRS)
- Ben Meng, Executive Vice President, Chairman of Asia Pacific, Head of Global Private Equity and the Executive Sponsor of Sustainability Franklin Templeton and former CIO, California Public Employees Retirement System (CalPERS)
1:15–2:00 p.m.
Private Credit Roundtable: Opportunistic & Structured Strategies
Session Leader:
- Tom Stack, Senior Director, Cambridge Associates
Session Participants:
- Akhil Bansal, Managing Director and Head of Credit Strategic Solutions, The Carlyle Group
- Matt Spiro, Managing Director, Atalaya Capital Management
- Scott Klein, Co-CEO, Beach Point Capital Management
- Chris Lahoud, Partner, Apollo Global Management
- Mike Mueller, Alternative Investment Officer, Oregon State Treasury
- Osvaldo Pereira, Partner, Park Square Capital
- Chris Schiavone, Head of Private Credit Strategies, 400 Capital Management
2:15–3:15 p.m.
Private Credit Roundtable: Specialized Strategies
Session Leaders:
- Clark Hoover, Investment Officer, Los Angeles City Employees’ Retirement System (LACERS)
- Aysun Kilic, Managing Principal, Consultant, Meketa Investment Group, Inc.
Session Participants:
- Marco Deleon, Associate Director, Pacific Life
- Avi Korn, Managing Director, KKR
- Doug Logigian, Co-Managing Partner & President, Kennedy Lewis Investment Management
- Raphi Schorr, Partner and Deputy CIO, HighVista Strategies
- Michael Timms, Managing Director, 17Capital
- Alan Weinfeld, Partner, Invesco Private Capital
3:30–4:15 p.m.
Infrastructure Roundtable
Session Leader:
- Thomas Lynch, Managing Director, Cliffwater LLC
Session Participants:
- Jason Koenig, Founder and Managing Partner, ITE Management
- Teresa Mattamouros, Managing Director, Goldman Sachs Asset Management
- Glen Matsumoto, Partner, Infrastructure, Actis LLP
- Andrew Palmer, CIO, Maryland State Retirement and Pension System
4:30–5:15 p.m.
Private Equity Roundtable
Session Leaders:
- Didier Acevedo, Investment Officer, Los Angeles County Employees Retirement Association (LACERA)
- Michael Elio, Partner, StepStone Group
Session Participants:
Scott Chung, Director, Private Equity, Tikehau Capital
Antoine Pupin, Director, bpifrance
- Jeffrey Reals, Managing Director, Performance Equity Management (a Sagard Partner)
5:15–6:15 p.m.
Closing Reception
2024 AIF West Coast Investors' Forum Participant List
Investor, Consultant and Finance Academic Participants
Arizona State Retirement System
Robert Butler, Investment Risk & Compliance Officer
bpifrance
Antoine Pupin, Director
Cambridge Associates
Tom Stack, Senior Investment Director
Canterbury Consulting
Poorvi Parekh, Director of Outsourced Investments, Board Member
Cliffwater LLC
Thomas Lynch, Managing Director
El Camino Health
Ken Frier, Investment Committee
Farmers Insurance Group
Maïté Irakoze Baur, CIO
Los Angeles County Employees Retirement Association (LACERA)
Jonathan Grabel, CIO
Didier Acevedo, Investment Officer
Los Angeles County Employees Retirement System (LACERS)
Clark Hoover, Investment Officer
Andrew Sawyer, Member, Investment Committee
Margaret A. Cargill Foundation
Vineer Bhansali, Investment Committee Member
Maryland State Retirement and Pension System
Andrew Palmer, CIO
Meketa Investment Group, Inc.
Aysun Kilic, Managing Principal, Consultant
NEPC
Rose Dean, Partner
Oregon State Treasury
Michael Mueller, Investment Officer
Pacific Gas and Electric Company
Erik Zidek, Principal – Investments and Benefit Finance
Pacific Life
Marco Deleon, Associate Director
Pomona College
Josh Ross, Director of Investments
RCLCO Fund Advisors
William Maher, Director, Strategy & Research
RVK, Inc.
Greg Kantor, Senior Consultant, Principal
StepStone Group
Michael Elio, Partner
Jeff Giller, Global Head of Real Estate
Jonathan True, Principal
US Bank
Annie Huang, Investment Professional
Utah Retirement Systems
Jason Morrow, Deputy CIO
Wilshire
Maggie Ralbovsky, Managing Director
Zurich Insurance
Karyn Williams, Regional Investment Manager/CIO, Zurich North America
