2025 AIF Women Investors' Forum
September 29 | New York City | The Yale Club
On behalf of AIF Global, we hope you will join us for the 2025 AIF Women Investors’ Forum to be held September 29 at The Yale Club in New York City.
Agenda to be released soon
Agenda at a Glance
September 29
8:00–8:30 a.m.
Registration and Continental Breakfast
(The first session open to women only; remainder of sessions open to all registered attendees)
8:30–8:45 a.m.
Welcome and Introductions
8:45–9:45 a.m.
Opening Workshop: Communicating, Connecting, and Influencing
The Forum will kick off with a women-only interactive workshop led by:
- Carol Shen, Founder, Start Culture Shift
This interactive workshop will explore the science behind communication, connecting and influencing to both inspire and drive high performance.
10:00-11:15 a.m.
Real Estate Roundtable
Session Leader:
- Margaret McKnight, Partner and Head of Portfolio Solutions, StepStone Group Real Estate
Session Participants:
- Larissa Belova, CIO, US Real Estate, UBS Asset Management
- Alexandra Crawley, Senior Vice President, Torchlight Investors
- Zoë Hirsch, Vice President, Real Estate Private Equity, Cerberus
- Seray Incoglu, Portfolio Manager, Commercial Real Estate, PIMCO
- Julie Ingersoll, CIO – Americas Direct Real Estate Strategies, CBRE Investment Management
- Sue Kolasa, Managing Director, J.P. Morgan Asset Management
- Julie Solomon, Partner, Co-Head of Real Estate, Ares Management
11:30 a.m.-12:15 p.m.
Author Spotlight
- Alison Fragale, Author, Likeable Badass: How Women Get the Success They Deserve
Alison is an organizational psychologist, professor at the University of North Carolina Kenan-Flagler Business School, and author.
Fireside Chat Moderated by:
- Melissa Waller, President, AIF Global and the AIF Institute
12:15-12:30 p.m.
Luncheon Spotlight: YWCA Retirement Fund’s 100-Year Celebration
2025 marks the centennial of YWCARF and with it, a chance to celebrate both our legacy as one of the oldest pension plans for women and our vital supporting role in the YWCA’s mission.
Presenter:
- Elliott Buchholz, CEO, YWCA Retirement Fund
12:30-1:30 p.m.
Trailblazer Awards and Senior Investor Luncheon Panel: Leadership in Times of Transformation
Speakers:
- Margaret Belmondo, Partner, Public Fund Team Leader, NEPC
- Elizabeth Caldas, Deputy CIO, Rhode Island Employees’ Retirement System
1:45-2:30 p.m.
Private Credit Roundtable: Direct Lending & Core Strategies
Session Leaders:
- Sarie Dilone, Vice President, Callan
- Grace Juhn, Senior Investment Officer, NYC Office of the Comptroller
Session Participants:
- Anne Dickinson, Portfolio Manager, Antares Capital
- Debora Green, Investment Officer, CalSTRS
- Jessie Nguyen, Associate Portfolio Manager, Resolution Life US
- Sylvia Owens, Partner, Kennedy Lewis Investment Management
- Putri Pascualy, Senior Managing Director, Man Varagon
2:45-3:30 p.m.
Private Credit Roundtable: Opportunistic, Structured, and Specialized Strategies
Session Leader:
- Alecia DeCuollo, Principal, Private Markets, Mercer
Session Participants:
- Clara Anderson, Managing Director, North American Investment Team, Strategic Value Partners LLC
- Nora Granville, Director, Private Credit, 400 Capital Management
- Samantha Hershberger, Managing Director, Alternative Assets, Cigna Investment Management
- Erika Morris, Head of US CLOs, Tikehau Capital
- Jennifer Powers, Principal, Eagle Point Credit Management
3:45-4:30 p.m.
Infrastructure Roundtable
Session Leader:
- Ashli Aslin, Partner, Head of Real Assets Research, Albourne
Session Participants:
- Xiaoyu Gu, Managing Director, AB CarVal
- Kathryn Liao, Managing Principal, Allstate
- Teresa Mattamouros, Managing Director, Goldman Sachs Asset Managemen
- Mina Nazemi, Head of Diversified Alternative Equity, Barings
- Petya Nikolova, Deputy CIO and Head of Infrastructure, NYC Office of the Comptroller
- Jaya Viswanadha, Managing Director, Morgan Stanley Infrastructure Partners
- Olivia Wassenaar, Partner, Head of Sustainability and Infrastructure, Apollo Global Management
4:45-5:30 p.m.
Private Equity Roundtable
Session Leaders:
- Michelle Davidson, Partner, Co-Head of Advisory Americas, Aksia
- Dana Johns, Partner, Courage Small Business Partners and Former Head of Private Equity, New Jersey Division of Investment
Session Participants:
- Abigail Archibald, Senior Portfolio Manager, Mellon Foundation
- Lucy Dobrin, Managing Director, Providence Equity Partners
- Devon Kirk, General Partner, Portage Capital Solutions
5:30-7:00 p.m.
Connecting over Cocktails Reception
2025 AIF Women Investors' Forum Participant List
Investor, Consultant and Finance Academic Participants
Aflac Global Investment
Elena Boeva, US COO
Tomoko Yano, Head of Alternative Investments
Aksia
Michelle Davidson, Partner, Co-Head Private Equity
Melissa Grant, Director
Albourne
Ashli Aslin, Partner, Head of Real Assets Research
Allstate Investments
Kathryn Liao, Managing Principal
ALTI Financial
Sheryl Schwartz, CIO
American Family
Yoshiko Inoue, Managing Director, Asset Allocation
Blue Sapphire Management (SFO)
Ashley Yonamine, Member
Brighthouse Financial
Maria Tarhanidis, Head of Alternative Investments
Callan
Sarie Dilone, Vice President
CalSTRS
Debora Green, Investment Officer
Cigna Investment Management
Carolina Draghi, Analyst
Samantha Hershberger, Managing Director, Alternative Assets
Cooper Family Office
Judy Chou, Senior Advisor, Credit Strategies
Doris Duke Foundation
Jay Yoon, Investment Associate
Euclidean Capital (SFO)
Alessandra Zhang, Investment Analyst
Equitable
Miao Hu, Portfolio Manager
GE ERAC
Halie Gates, Senior Investment Analyst
Korea Investment Corporation
Shelby Kim, Manager
Kuvare
Monica Idrovo, Senior Associate
Lalia Capital (SFO)
Jen Rozanski, Senior Associate
Mellon Foundation
Abigail Archibald, Senior Portfolio Manager
Mercer
Alecia DeCuollo, Principal, Private Markets
Shirley Guo, Senior Real Estate Investment Research Specialist
NEPC
Margaret Belmondo, Partner, Head of Public Fund Practice
NYC Office of the Comptroller
Petya Nikolova, Deputy CIO and Head of Infrastructure
Blair Barberino, Senior Inveestment Officer
Grace Juhn, Senior Investment Officer
New York Life
Sean Holland, Director
New York State Common Retirement Fund
Susana Callender, Investment Operations Officer
Elisabeth McGeough, Investment Operations Officer
Deborah Medenica, Senior Investment Officer
Tiana Todd Investment Operations Officer,
Julie Warren, Investment Officer
Resolution Life US
Jessie Nguyen, Associate Portfolio Manager
Rhode Island Employees’ Retirement System
Elizabeth Caldas, Deputy CIO
Segal Marco Advisors
Natalie Cady, Associate Consultant
Vanessa Vargas Guijarro, Vice President
StepStone Group
Aris Hatch, Managing Director
Margaret McKnight, Partner and Head of Portfolio Solutions
SwissRe
Lale Topcuoglu, Head Investment Strategy and Public Fixed Income
TIAA
Emily Wiener, CIO
Tulane University Management Office
Zoe Haas, Investment Analyst
United Nations Joint Staff Pension Fund
Tereza Hesounova Trivell, Director of Private Markets
Vermont Pension Investment Commission
Katie Green, Deputy CIO
Voya Investment Management
Valerie Bannon, Strategist
YWCA Retirement Fund
Elliott Buchholz, CEO
