April 20 | Offices of Latham and Watkins | San Francisco
On behalf of AIF Global and the AIF Institute, we hope you will join us on April 20th for the 2026 AIF Institute West Coast Investing Symposium to be held at the Offices of Latham and Watkins in San Francisco, California.
The Symposium is geared toward institutional investment professionals and will include a comprehensive agenda of in-depth portfolio construction and core investments sessions.
Agenda to be released soon
Agenda at a Glance
Monday, April 20
11:15 a.m.–11:45 a.m.
Registration
11:45–12:00 p.m.
Welcome Remarks
12:00–12:45 p.m.
Opening Academic Primer: When Cash Flows Turn Negative: Liquidity-Driven Selling by Pension Funds
- Kristy Jansen, PhD., Assistant Professor, University of Southern California, Marshall School of Business
1:00–1:45 p.m.
Geopolitics and Markets: What Global Investors Should Be Watching
Ambassador Lew Lukens, Senior Partner, Signum Global Advisors
2:00–2:50 p.m.
Portfolio Construction: Balancing Liquidity, Risk, and Opportunity
Session Leader:
- Scott Richland, Former CIO, Caltech and Investment Committee Board Member, John Muir Health System
Session Participants:
- Kristy Jansen, PhD., Assistant Professor, University of Southern California, Marshall School of Business
- Kelsey Syvrud, Ph.D., Florida State University and Director of Investment Strategy, Fire Capital Management
3:00–3:50 p.m.
Beyond the Headlines: Infrastructure Demand, Capital Needs, and Investment Opportunities
Session Leader:
- Daniel Hennessy, Senior Consultant, NEPC
Session Participants:
- Yoni Frenkel, Director, Fiera Infrastructure
- Ted Nelson, Senior Portfolio Manager, Utah Retirement Systems
- Noi Spyratos, Managing Director and Head of Portfolio Management, CBRE Investment Management
4:00–4:45 p.m.
The New Liquidity Playbook: Navigating Private Markets Cycles and Capital Needs
Session Leader:
- James Walsh, Partner, Albourne
Session Participants:
Julie Bischoff, Executive Director, GCM Grosvenor
Robert Burgren, Managing Director, Lexington Partners
Matt Kelsay, Partner, Sweetwater
Mike Mueller, Investment Officer, Alternatives, Oregon State Treasury
- Tyler Rico, Associate Portfolio Manager, CalSTRS
4:45–6:00 p.m.
Reception
2026 AIF Institute West Coast Investing Symposium Participant List
Investor, Consultant and Finance Academic Participants
CalPERS
Cathy Hua, Associate Investment Manager
CalSTRS
Tyler Rico, Associate Portfolio Manager
CBRE Investment Management
Noi Spyratos, Managing Director and Head of Portfolio Management
CommonSpirit Health
Alyssa Rieder, CIO
Fiera Infrastructure
Yoni Frenkel, Director
Fire Capital Management
Kelsey Syvrud, Ph.D., Director of Investment Strategy
GCM Grosvenor
Julie Bischoff, Executive Director
GEM Investments
Ryan Clamage, Investment Manager, Investment Research
John Muir Health System
Scott Richland, Investment Committee Board Member and Former CIO, Caltech
Lexington Partners
Robert Burgren, Managing Director
NEPC
Daniel Hennessy, Senior Consultant
Oregon State Treasury
Mike Mueller, Investment Officer
Pacific Gas and Electric Company
Erik Zidek, Principal – Investments and Benefit Finance
San Francisco Employees Retirement System
Kevin Cao, Associate Portfolio Manager
Joseph Driscoll, Trustee
Signum Global Advisors
Ambassador Lew Lukens, Senior Partner
Sweetwater Private Equity
Matt Kelsay, Partner
University of Southern California, Marshall School of Business
Kristy Jansen, PhD, Assistant Professor
Utah Retirement Systems
Ted Nelson, Senior Portfolio Manager