2026 AIF Annual Investors' Meeting
January 13–14 | 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 2026 AIF Annual Investors’ Meeting, featuring the 2026 AIF Institute Financial Innovation Symposium, to be held January 13–14 at The Metropolitan Club of New York City.
Join us as we come together to discuss 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 13
8:15–9:00 a.m.
Registration Begins
9:00–9:15 a.m.
Welcome Remarks
9:15–10:00 a.m.
The Reality Coefficient: How To Know Oneself in an Age of AI
- John D’Agostino, Head of Institutional Strategy, Coinbase, Fellow, AIF Institute
- W. Scott Stornetta, Ph.D., Co-inventor of the Blockchain; CEO, SureMark Digital
10:15–11:00 a.m.
Digital Assets: Practical Considerations for Institutional Investors
Moderator:
- John D’Agostino, Head of Institutional Strategy, Coinbase, Fellow, AIF Institute
Panelists:
- Anthony Bassili, President, Coinbase Asset Management
- Travis Williamson, Partner, Head of Hedge Fund Research, Albourne
- Cathy Wu, Director, Franklin Templeton Investments
11:15 a.m.–11:35 a.m.
Private Credit Data Insights for Institutional Investors: Utilizing Data to Analyze Risk and Market Dynamics
- Dan Quiat, Managing Director, Head of Private Markets Risk, Aksia
11:40 a.m.–12:50 p.m.
Private Credit Roundtable: Opportunistic Strategies
Session Leader:
- David Sheng, Managing Director, Aksia
Session Participants:
- Patrick Armstrong, Head of the Hybrid Capital, Americas. Goldman Sachs
- Maria Boyazny, Founder & CEO, MB Global Partners
- Greg Braylovskiy, Managing Director,
Sourcing, Strategic Value Partners
- Michael Haynes, Portfolio Manager, Head of Private Credit Strategies, Beach Point Capital Management
- Chris Hentemann, Managing Partner, CIO, 400 Capital Management
- Brock Howard, Senior Portfolio Manager, State Board of Administration of Florida
- Jeffrey Jacob, Partner & Senior Managing Director – Opportunistic Credit, Marathon Asset Management
- Thomas Majewski, Founder and Managing Partner, Eagle Point Credit
- Sean Sarraf, Portfolio Manager, Pennsylvania Public School Employees’ Retirement System (PSERS)
1:00–2:15 p.m.
Luncheon
2:15–3:15 p.m.
Private Credit Roundtable: Specialized Strategies and Asset-Based Finance
Session Leader:
- Tom Stack, Managing Director, Private Credit, Cambridge Associates
Session Participants:
- Ben Ensminger-Law, Managing Director and Portfolio Manager, PIMCO
- Tom Glover, Managing Director, Crescent Capital
- Dane Graham, Partner, 17Capital
- Bradford Lo Gatto, Deputy CIO, Ascot Group
- Farouki Majeed, CIO, School Employees Retirement System of Ohio
- Nick Turgeon, Global Head of Asset-Based Finance and Portfolio Manager, Aperture Investors
- Daniel Xu, Head of NA Direct Lending Investment Due Diligence, Albourne
3:30–4:00 p.m.
Financial Innovation Academic Presentation: The DPI Drought
Session Leader:
- Gregory Brown, Ph.D., Weatherspoon Distinguished Professor of Finance and Founder and Research Director, Institute for Private Capital, UNC Kenan-Flagler Business School
4:15–5:00 p.m.
The Future of Private Wealth and Its Implications for Institutional Investors
Moderator:
- Scott Lavelle, Head of Manager Research, PNC Bank
Panelists:
- Michael Ewens, Ph.D., David L. and Elsie M. Dodd Professor of Finance, Columbia University
- Dominic Garcia, Independent Trustee, Cliffwater Corporate Direct Lending Interval Fund and Chief Pension Investment Strategist, CBRE Investment Management
- Justin Park, Managing Director, KKR
5:00–8:30 p.m.
Evening Reception and Fireside Chat Dinner
- Monte Tarbox, Interim CIO, New York City Retirement System, Office of the Comptroller
- Andrew Palmer, Former CIO, Maryland State Retirement and Pension System
Wednesday, January 14
8:00 a.m.
Registration Begins
8:30–9:30 a.m.
Investor Roundtable: Portfolio Construction
(Investors and Consultants only)
Session Consultant Leader:
- Sue Crotty, President and CIO, Segal Marco Advisors and Co-Chair, AIF Consultant Advisory Board
Session Investor Leaders:
- Maïté Irakoze Baur, CIO, Farmers Insurance
- William Bell, CIO, Alternatives, Arch Capital
- Antoine Pupin, Managing Director, bpifrance
- Hunter Reisner, CIO, YMCA Retirement Fund
- Karyn Williams, Regional CIO, North America, Zurich Insurance
- T.C. Wilson, CIO, TDC Group
8:00 a.m.
General Registration Begins
9:45–11:00 a.m.
Real Estate Debt and Equity Roundtable
Session Leaders:
- Danita Johnson, Head of Private Markets, New Hampshire Retirement System
- Rob Kochis, Partner, The Townsend Group
Session Participants:
- Matthew Drummond, Senior Managing Director, Head of High Yield Strategies, ACORE Capital
- John Gray, Managing Partner, CIO, Waterton
- Brad Gries, CEO, LaSalle Investment Management
- Natalie Jeeyeon Hong, Head of Real Estate and Real Assets, Senior Investment Officer, United Nations Joint Staff Pension Fund (UNJSPF)
- Diann Hsueh, Managing Director and Portfolio Manager, CBRE Investment Management
- Richard Lara, Portfolio Manager, UBS Asset Management
- Daniel Lockwood, Managing Partner, Head of Private Acquisitions, Torchlight Investors
- Patrick McCleary, Senior Investment Officer, New York State Common Retirement Fund
- John Maurer, Head of Real Estate Equity, Sagard Real Estate
11:15 a.m.–12:15 p.m.
Infrastructure Investing Roundtable
Session Leader:
- Mark White, Head of Private Markets IDD-Real Assets, Albourne
Participants:
- James Celestine, Director of Real Assets, New York State Common Retirement Fund
- Michael Harrington, Managing Director, CIO, Actis
- Sean Klimczak, Global Head of Infrastructure, Blackstone
- Matthew LeBlanc, Managing Director, CIO, Infrastructure Investments Group, J.P. Morgan Asset Management Infrastructure Investments Group (IIG)
- Mina Nazemi, Head of Diversified Alternative Equity, Barings
- Chris Ortega, Head of Americas, Morgan Stanley Infrastructure Partners
- John Pearce, Portfolio Manager, Illinois Municipal Retirement Fund (IMRF)
- David Son, Managing Director, CBRE Private Infrastructure
12:30–2:00 p.m.
Luncheon: Academic Investment Vignette and Breakout Group Discussions
- 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
2:00–3:00 p.m.
Private Credit Roundtable: Direct Lending and Core Strategies
Session Leaders:
- Sarie Dilone, Vice President, Callan
- Sean Sarraf, Portfolio Manager, Pennsylvania Public School Employees’ Retirement System (PSERS)
Session Participants:
- Keith Carter, Senior Managing Director and Co-Head of Originations, Man Group
- Michael Mueller, Alternatives Investment Officer, Oregon State Treasury
- Nick Sandler, Partner, Co-President, Co-Head of Diversified Credit, Eldridge Capital Management
- Sengal Selassie, CEO and Founder, Brightwood Capital Advisors
3:15–4:00 p.m.
Private Equity Roundtable
Session Leaders:
- Michael Elio, Partner, StepStone Group
- Ksenija Jovanovic, Managing Director, Aflac Global Investments
Session Participants:
- Matt Kelsay, Partner, Sweetwater Private Equity
- Mike Monagle, Managing Director, Portfolio Operations, Providence Equity Partners
- Tyler Rico, Associate Portfolio Manager, CalSTRS
- Michael Sanford, Global Head of Private Equity, Co-Head of Supply Chain and Strategic Opportunities, and Senior Managing Director, Cerberus Capital Management
- Aaron Sobel, Partner, Private Equity, Apollo Global Management
- Sondra Vitols, Chair, Board of Trustees, YWCA Retirement Fund
4:15–5:15 p.m.
Keynote Leadership Panel: CIO Insights
Moderator:
- Steven Meier, Former CIO and Deputy Comptroller, New York City Office of the Comptroller and Vice Chair, Institutional Client Group, Neuberger Berman
Panelists:
- Benjamin Cotton, CIO, Pennsylvania School Employees Retirement System (PSERS)
- Shoaib Khan, Director and CIO, New Jersey State Division of Investment
- Thomas Kim, Deputy CIO, Maryland State Retirement & Pension System
- Emily Wiener, CIO, TIAA
5:15–6:30 p.m.
Closing Reception
2026 AIF Annual Investors' Meeting Participant List
Investor, Consultant and Finance Academic Participants
32BJ Benefit Funds
Roger Arrieux, Investment Analyst
Advance
Nick Seney, Manager, Investment Management
Aflac Global Investments
Ksenija Jovanovic, Managing Director
Omri Saadi, Assistant Vice President – Alternatives
Aksia
Dan Quiat, Managing Director, Head of Private Markets
David Sheng, Managing Director
Albourne
Mark White, Head of Private Markets IDD-Real Assets
Travis Williamson, Global Head of Hedge Fund Research
Daniel Xu, Head of North America Direct Lending Investment Due Diligence
ALTI Financial
Sheryl Schwartz, CIO
Arch Capital
William Bell, CIO, Alternatives
John Hennig, Managing Director
Ascot Group
Bradford LoGatto, Deputy CIO
bfinance
Guy Hopgood, Director, Client Consulting
bpiFrance
Antoine Pupin, Managing Director
Callan
Sarie Dilone, Vice President
CalPERS
Cathy Hua, Associate Investment Manager, Total Fund Portfolio Management
CalSTRS
Tyler Rico, Associate Portfolio Manager
Cambridge Associates
Julie Bockhoff, Senior Investment Associate
Tom Stack, Senior Investment Director
Michael Uhas, Associate Investment Director
Coaction Specialty
Siddharth Chakravarty, Director of Investments
Cornell University Office of Investments
Thomas Schultz, Principal
Dallas Police & Fire Pension System
Tom Tull, Trustee
Euclidean Capital
Alessandra Zhang, Investment Analyst
Farmers Insurance
Maite Irakoze Baur, CIO
Fundo Soberano de Angola
Guerold Antonio, Senior Analyst
GE Aerospace – ERAC
John Gao, Head of Investment Risk Management
Andrew Owens, Head of Investment Strategy
Hanwha Asset Management (USA)
Jung Seok Kim, Managing Director
Hanwha Life Insurance
Lydia Choi, Investment Associate
Seung Jin Chun, Head of New York Representative Office
Joon Jae Lee, Investment Associate
HEC Montréal
Jean-Michel Charette, Director of Investments
Hyundai Investment America
Dong Jae Lee, President
Yoonjung Na, Assistant Manager
Illinois Municipal Retirement Fund (IMRF)
John Pearce, Portfolio Manager
Indiana Public Retirement System
Steve Russo, Executive Director
Korea Housing Finance Corporation
Joongmin Kim, Chief Representative, KHFC NY Office
Korea Investment Corporation
Changwon Lee, Director
Korea Post
Won Lee, Head of New York Office
Jinhee Yoo, Vice President
K-SURE
Jang Hee Park, Chief Representative
Maryland State Retirement & Pension System
Thomas Kim, Deputy CIO
Memorial Sloan Kettering Cancer Center
Jason Klein, Senior Vice President & Chief Investment Officer
Mercer
Gino Reina, Principal
MdF Family Partners
Ramiro Ferrara, Fund Selector
Minnesota State Board of Investment
Samir Zahar, Investment Officer, Private Markets
National Pension Service
Rachel Oh, Head of New York Office
New Hampshire Retirement System
Danita Johnson, Head of Private Markets
New Jersey State Division of Investment
Jessie Choi, Head of Risk Mitigation Strategies/ PM-PE Debt
Shoaib Khan, Director and CIO
Peterson Lenard, Investment Analyst
New York City Retirement System, Office of the Comptroller
Monte Tarbox, Interim CIO
Petya Nikolova, Deputy CIO, Head of Infrastructure Investments
New York Life
Sean Holland, Director
Amrita Tiwari, Director
New York State Common Retirement Fund
James Celestine, Director of Investments
Ricardo De Albuquerque Senior Investment Officer
Sylvester McClearn, Director of Emerging Managers
Patrick McCleary, Senior Investment Officer
Nomura Fiduciary Research & Consulting
Mari Minami, President and CEO, Global Head of Private Assets
North Carolina Investment Authority
Kevin SigRist, CIO
Oregon State Treasury
Michael Mueller, Alternatives Investment Officer
Pennsylvania Public School Employees’ Retirement System (PSERS)
Benjamin Cotton, CIO
Sean Sarraf, Portfolio Manager
PNC Asset Management Group
Nicholas Devestine, Research Analyst
PNC Bank
Scott Lavelle, Head of Manager Research
Providence Health & Services
Milci Artiga, Director
RCLCO Fund Advisors
William Maher, Director, Strategy & Research
School Employees Retirement System of Ohio
Farouki Majeed, CIO
Segal Marco Advisors
Sue Crotty, President and CIO
State Board of Administration of Florida
Brock Howard, Senior Portfolio Manager
State Teachers Retirement System of Ohio
Roberta Waxman-Lenz, Managing Director, International Real Estate
State of Wisconsin Investment Board
Salah Khalaf, Senior Portfolio Engineer
StepStone Group
Michael Elio, Partner
Aris Hatch, Managing Director
Bhavika Vyas, Managing Director
TDC Group (f/k/a The Doctors Company)
T.C. Wilson, CIO
TIAA
Emily Wiener, CIO
The Joint Industry Board of the Electrical Industry
Rongbiao (Ron) Fu, Head of Research, Senior Investment Officer
The Townsend Group
Rob Kochis, Partner
United Nations Joint Staff Pension Fund
Natalie Jeeyeon Hong, Head of Real Estate and Real Assets, Senior Investment Office
Min Jae Lee, Investment Officer
Eric Lees, Investment Officer
Wilshire
Felicia Bennett, Managing Director
YMCA
Hunter Reisner, CIO
YWCA Retirement Fund
Sondra Vitols, Chair, Board of Trustees
Zurich Insurance
Karyn Williams, CIO Regional Manager, North America