2022 AIF Women Investors' Forum
September 29 | New York City
AIF invites you to join us in-person for a full day of programming geared toward bringing together influential thought leaders to discuss current investment strategies and trends and shining a light on key initiatives for diversity, leadership, and advancement strategies for women.
As we continue our theme for 2022 of Leading With Intention, women investors can engage with speakers, panelists, and participants to discuss how they are empowering women and advancing leadership opportunities.
The 2022 AIF Women Investors’ Forum will feature keynote panels and interviews, asset class and roundtable discussions, and special networking opportunities.
Agenda at a Glance
Thursday, September 29
7:30–8:30 a.m. ET
Registration and Continental Breakfast
(First session open to Women Only)
8:30–8:45 a.m. ET
Welcome and Introductions: Women Investors' Forum Leadership Steering Committee Collaboration Project Update
- Melissa Waller, President, AIF Institute
- Emily Cox, Business Development, TFG Asset Management
- Lynn O’Connell, Senior Portfolio Advisor, Aksia
8:45–9:45 a.m. ET
Opening Panel: Women Leaders in the Asset Management Industry Kicking Through the Glass Ceiling
Lessons in Leadership with Intention in Reaching Successful Outcomes
Moderator:
Marcia Page, Co-Founder and Co-Executive Chair, Värde; Founder and CEO, MPowered Capital
Panelists:
- Sherrese Clarke Soares, Founder and CEO, HarbourView Equity Partners
- Kerstin Dittmar, Managing Partner, L2 Point
- Raelan Lambert, Global Alternatives Leader, Senior Partner, Mercer
- Liana Magner, Executive Vice President and Head of Retirement and Institutional in the US, Natixis Investment Managers
9:30–10:00 a.m. ET
General Registration
(Remainder of the day open to all attendees)
10:00–11:00 a.m. ET
Real Estate Session: Finding Opportunities When Rates Rise
This session will discuss the new investment landscape for real estate and how investors are adopting.
Session Leader:
- Margaret McKnight, Partner and Head of Portfolio Solutions, StepStone Group
Session Participants:
- Larissa Belova, Managing Director and Portfolio Manager, CBRE Investment Management
- Natalie Hong, Investment Officer, United Nations Joint Staff Pension Fund
- Danita Johnson, Managing Director, Real Assets, Maryland State Retirement and Pension System
- Tara McCann, Senior Managing Director, Head of Capital and Client Strategies, Rockwood Capital
- Elaine McKay, Managing Director, Co-Head of US Investment Operations, Real Estate, Ares Management
- Gina Spiegel, Senior Managing Director, Crow Holdings
11:15 a.m.–12:15 p.m. ET
Infrastructure Session: Investing for the Future
This session will explore global infrastructure investment opportunities and challenges, including financing the clean energy transition and other sustainable opportunities.
Session Leader:
- Ashli Aslin, Senior Analyst, Real Assets-Infrastructure, Albourne
Session Participants:
- Danita Johnson, Managing Director-Real Assets, Maryland State Retirement and Pension System
- Natalie Bowlus, Vice President, Infrastructure Equity Product Specialist, IFM Investors
- Petya Nikolova, Head of Infrastructure Investments, New York City Retirement System
- Scott Litman, Managing Director, GCM Grosvenor
- Junying Shen, Vice President, Institutional Advisory & Solutions, PGIM
- Corinne Still, Partner, Apollo Global Management
- Jaya Viswanadha, Managing Director, Morgan Stanley Infrastructure Partners
12:15–1:30 p.m. ET
Luncheon
Senior Investor Thought Leadership Discussion: Insights on Investments, Markets and Management Across the Portfolio from Leading Investors
Moderator:
Kristin Reynolds, Partner, Endowments and Foundations Practice Leader, NEPC
Panelist:
- Michael Elio, Partner, StepStone
- Alison Hirsh, Assistant Comptroller for Pensions and Senior Advisor, New York City Comptroller’s Office
- Catherine Ulozas, CIO and Vice President, Drexel University
1:30–2:30 p.m. ET
Private Credit Session I: Navigating Core Strategies
This session will discuss investment opportunities and challenges across the private credit core strategy set.
Session Leader:
- Madeline Osadjan, Investment Analyst, Segal Marco Advisors
Session Participants:
- Leslie Vargas, Portfolio Manager, Resolution Life
- Shannon Fritz, Chief Credit Officer, Antares Capital
- Natalie Garcia, Managing Director, Head of Underwriting, Deerpath Capital Management
- Karen Halliday, Partner, Varagon Capital Partners
- Eunice McHugh, Director, San Francisco Employees’ Retirement System
- Margarita Pineda-Ucero, Managing Director, Audax Private Debt
2:45–3:45 p.m. ET
Private Credit Session II: Navigating Specialized and Opportunistic Strategies
This session will dive into the investment opportunities and challenges across the private credit specialized/niche and opportunistic strategy set.
Session Leader:
- Michelle Davidson, Partner and Co-Head, Advisory Americas, Aksia
Session Participants:
- Karen Lau, Managing Director/Portfolio Manager, Marathon Asset Management
- Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon
- Julia Mord, Deputy CIO, Tulane University Investment Management Office
- Sylvia Owens, Managing Director, Kennedy Lewis
- Caroline Page, Partner & Managing Director, HighVista Strategies
- Chris Schiavone, Portfolio Manager, Private Credit, 400 Capital Management
4:00–5:15 p.m. ET
Private Equity Session: What Could be Next?
This session will discuss how the most popular of the asset classes fares over the coming years. Where are the most likely areas of growth and returns? And how are the growing demands for diverse leadership, equity and inclusion, changing the market within private equity firms and their portfolio companies?
Session Leaders:
- Elizabeth Caldas, Investment Officer, Private Equity & Real Assets, Office of Investment Management, United Nations Joint Staff Pension Fund
- Michelle Davidson, Co-Head, Advisory Americas, Aksia
Session Participants:
- Sophia Tsai, Managing Director, Trinity Wall Street
- Nikita Bear, Managing Director, Goldman Sachs Asset Management
- Tracy Harris, Partner, Siris Capital
- Ashmi Mehrotra, Managing Director and Portfolio Manager, J.P. Morgan Asset Management
- R. Davis Noell, Senior Managing Director, Providence Equity
- Mina Pacheco Nazemi, Managing Director, Barings
- Erika Spence, Data Strategy, eVestment
- Alisa Wood, Partner and Co-CEO of KKR Private Markets Equity (KPRIME), KKR
5:30–7:00 p.m. ET
Reception
2022 AIF Women Investors' Forum Confirmed Participants List
The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)
Aksia
Michelle Davidson, Co-Head, Advisory Americas
Ashleigh Lee, Senior Portfolio Advisory Analyst
Albourne
Ashli Aslin, Senior Analyst, Real Assets-Infrastructure
Sasha Kus, Partner, Senior Portfolio Analyst
Arabella Wuchek, Partner
Brighthouse Financial
Maria Tarhanidis, Head of Alternative Investments
California State Teachers’ Retirement System
Debora Green, Investment Officer
City of Stamford
Eric Newman, Trustee
Drexel University
Catherine Ulozas, CIO
Equitable Life
Nicki Livanos, Director, Real Estate Investments
GE Capital
Hallie Gate, Analyst
Maryland State Retirement and Pension System
Danita Johnson, Managing Director-Real Assets
Mercer
Beth Johnson, Partner
Raelan Lambert, Global Alternatives Leader, Senior Partner
NEPC
Lindsay Powers, Investment Analyst
Kristin Reynolds, Partner, Endowments and Foundations Practice Leader
New York City Comptroller’s Office, Bureau of Asset Management
Alison Hirsh, Assistant Comptroller for Pensions and Senior Advisor
Janet Londono-Valle, Investment Officer
Petya Nikolova, Head of Infrastructure Investments
New York State Common Retirement Fund
Monica Brady, Investment Officer
Deborah Medenica, Senior Investment Officer
Eileen Murphy, Investment Officer
RCLCO Fund Advisors
Cecilia Galliani, Vice President
Resolution Life
Jessica Nguyen, Investment Portfolio Analyst
Leslie Vargas, Portfolio Manager
RVK, Inc.
Tricia Lynn, Consultant, Private Credit
San Francisco Employees Retirement System
Eunice McHugh, Director
Segal Marco Advisors
Sue Crotty, CIO
Madeline Osadjan, Investment Analyst
State Teachers Retirement System of Ohio
Roberta Waxman-Lenz, Managing Director, International Real Estate
StepStone Group
Michael Elio, Partner
Ying Lin, Vice President
Margaret McKnight, Partner and Head of Portfolio Solutions, StepStone Real Estate
Aiyu Nicholson, Partner
Francesca Pica, Analyst
The Altman Foundation
Lisa Hinds, Trustee
The Doctors Company
Wilma Uribe, Treasury Manager
TIAA
Emilia Wiener, Managing Director, Head of Fixed Income for General Account
Trinity Wall Street
Sophia Tsai, Managing Director
Tulane University Investment Management Office
Julia Mord, Deputy CIO
United Nations Joint Staff Pension Fund
Elizabeth Caldas, Investment Officer
Tereza Hesounova Trivell, Director of Private Markets
Natalie Hong, Portfolio Manager
Tsering Yangchen, Senior Investment Assistant
Vermont Pension Investment Commission
Katie Green, Deputy CIO
Villanova University
Maiya Nashed, Investment Analyst
Wafra
Thana Al-Mufarrej, Director
Wilshire
Jessica Nicosia, Vice President—Alternatives
Wilson Asset Management
Catriona Burns, Lead Portfolio Manager
2022 AIF Women Investors Leadership Steering Committee
Thana Al-Mufarrej
Managing Director, Wafra
Camille Asaro
Audit Partner, KPMG
Larissa Belova
CIO, US Real Estate, UBS Asset Management
Valérie Bénard
Partner, Head of Aksia Europe, Aksia
Liz Caldas
Deputy CIO, Rhode Island Employees’ Retirement System
Gila Cohen
Partner and CIO of Vanbarton Group
Emily Cox
Senior Vice President, Alternative Investments, Franklin Templeton
Sue Crotty
Senior Vice President and CIO, Segal Marco Advisors
Anna Dayn
Executive Board Member, Women’s Association of Venture Equity (WAVE) and Managing Director, New End
Kristen Doyle
Head of U.S. Institutional Market Strategy, Lord, Abbet & Co. LLC
Dyice Ellis-Beckham
Managing Director, H.I.G. Capital, LLC
Mila Getmansky Sherman, Ph.D., Professor of Finance, Co-Director, CISDM, Isenberg School of Management, UMass Amherst
Holly Goodrich
Partner, Apollo Global Management
Mary Beth Grover
Partner, ASC Advisors
Kathy Hahn
Director of Investments, Casey Family Programs
JoAnn Hanson
President and CEO, Church Investment Group
Dianna L. Henrich
Managing Director, Client Group, GCM Grosvenor
Tereza Hesounova
Director of Private Markets, United Nations Joint Staff Pension Fund
Dana Hollinger
Partner, ABG Advisory
Angela Johnson
Managing Principal, Noble Investment Group
Sharmila Kassam
AIF Fellows Board Co-Chair
Raelan M. Lambert
Former Global Alternatives Leader, Mercer
Lisa Lee
Managing Director, Investor Relations, Providence Equity
Samantha Levenstein
Managing Director, Beach Point Capital Management
Elena Manola-Bonthond
Chief Investment Officer, CERN Pension Fund
Julia Mord
CIO, Commonfund
Meghan Munchoff
Managing Director, Head of Investor Relations, 400 Capital
Petya Nikolova
Deputy CIO, New York City Retirement System
Susan E. Oh
Head of Strategy and Solutions, Rosetta Analytics – AI Asset Management
Sylvia Owens
Partner, Kennedy Lewis Investment Management
Annette Phillips
Chief Human Resource Officer, The Andrew W. Mellon Foundation
Karen Rode
Senior Partner, Private Equity & Infrastructure, The Townsend Group, an Aon Company
Delia Roges
Managing Director, Brightwood Capital
Sheryl Schwartz
CIO, ALTI Financial and Executive Board Member, Women’s Association of Venture and Equity (WAVE)
Liz Smith
Senior Managing Director, AllianceBernstein
Susan Soh
Partner, Chief of Capital Formation and Investor Relations, GrowthCurve Capital
Julie Solomon
Partner and Co-Head of Real Estate, Ares Management
Nina Tannenbaum
Advisor, MIT Martin Trust Center
Amrita Tiwari
Investment Analytics, New York Life Investments
Catherine Ulozas
CIO, Drexel University
Sondra Vitols
Chair, Board of Trustees, YWCA Retirement Fund
Roberta Waxman-Lenz
Managing Director, International Real Estate, State Teachers Retirement System of Ohio
Kelly Williams
CEO, The Williams Legacy Foundation
Alisa A. Wood
Partner, KKR