2022 AIF Southwest Investors' Forum
November 9–10 | Austin | The Austin Club, 110 East 9th Street, Austin, TX 78701
On behalf of AIF Global and the AIF Institute, we invite you to join us on November 9th and 10th at The Austin Club in downtown Austin, Texas.
The Forum is geared toward institutional asset owners, board trustees and members, investment consultants, and finance academics and will include a two-day agenda of academic research, asset-class sessions, and panel discussions.
Agenda at a Glance
Wednesday, November 9
1:00–1:30 p.m.
Registration
1:30–1:45 p.m.
Welcome Remarks and Introductions
Brant Maller, CEO, AIF Global and the AIF Institute
- Melissa Waller, President, AIF Global and the AIF Institute
1:45–2:45 p.m.
AIF Institute Special Opening Session: A Deep Dive on Governance: Navigating the Shifting Landscape
Moderator:
Melissa Waller, President, AIF Global and AIF Institute
Panelists:
- TJ Carlson, CIO, Missouri Employees’ Retirement System (MOSERS)
- Marianne Dwight, Former General Counsel, Texas Treasury Safekeeping Trust Company; Director of Institutional Investor Services, Strategic Insight Group; Fellow, AIF Institute
- Tom Tull, Former CIO, Employees’ Retirement System of Texas and Fellow, AIF Institute
3:00–4:15 p.m.
The Current State of Play and Trends in Sustainable Investing
Academic Primer:
Laura Starks, Ph.D., George Kozmetsky Centennial Distinguished University Chair, University of Texas at Austin McCombs School of Business
Moderator:
- Marianne Dwight, Former General Counsel, Texas Treasury Safekeeping Trust Company; Director of Institutional Investor Services, Strategic Insight Group; Fellow, AIF Institute
Panelists:
- Patrick Lee, Vice President, Natixis
- Laura Starks, Ph.D., George Kozmetsky Centennial Distinguished University Chair, University of Texas at Austin McCombs School of Business
- Jeremi Suri, Mack Brown Distinguished Chair for Leadership in Global Affairs; Professor of Public Affairs and History, University of Texas at Austin
- Olivia Wassenaar, Partner, Head of Sustainable Investing, Co-Head of Natural Resources, Private Equity, Apollo Global Management
4:30–5:30 p.m.
AIF Institute Center for Financial Innovation Session
Moderator:
Phil Crist, Director of Global Accounts, Nasdaq
Panelists:
- Adam Levine, Senior Portfolio Manager, Texas Treasury Safekeeping Trust Company
- Anthony Bassili, Head of Asset Allocators, Coinbase Institutional
5:30–6:30 p.m.
Welcome Reception
Thursday, November 10
8:00–8:30 a.m.
Registration
8:30–8:45 a.m.
Welcome and Day One Recap
8:45–9:45 a.m.
Featured Opening Session: CIO Roundtable Discussion
Moderator:
Dan Murphy, Managing Director, Alternatives Capital Markets and Strategy, Goldman Sachs Asset Management
Panelists:
- TJ Carlson, CIO, Missouri State Employees’ Retirement System
- David Hunter, CIO, Texas Municipal Retirement System
- Michael Shackelford, CIO, New Mexico Public Employees Retirement Association
10:00–11:00 a.m.
Private Equity Roundtable Session
Session Participants:
- Chirag Shah, Senior Portfolio Manager, Private Equity and Special Opportunities, Alaska Permanent Fund Corporation
- Kirk Sims, Senior Investment Manager and Program Director, Emerging Manager Program, Teacher Retirement System of Texas
- Luis Sued, Associate Director, Barings
11:15 a.m.–12:15 p.m.
Private Credit Core Strategies Roundtable Session
Session Leader:
Oliver Fadly, Principal and Head of Private Credit, NEPC
Session Participants:
Justin Hawthorne, Senior Vice President, Antares Capital
Reed Van Gorden, Managing Director & Head of Origination, Deerpath Capital
Osvaldo Pereira, Partner, Park Square Capital
Terry Robinson, Senior Managing Director, Varagon Capital Partners
Leighton A. Shantz, CFA, Managing Director, Credit & Hedge Funds, Employees Retirement System of Texas
Daniel Xu, PM IDD Senior Analyst – Head of North America Direct Lending, Albourne
12:15–1:15 p.m.
Luncheon Keynote Speaker: Perspective and Analysis of the Current Geopolitical Landscape
Introduction by:
- Panayiotis Lambropoulos, Portfolio Manager -Hedge Funds, Employees Retirement System of Texas
Keynote Speaker:
- Michelle DiGruttolo, Geopolitical Advisor and former White House Intelligence Briefer and Army Combat Veteran
Michelle DiGruttolo is a Senior Managing Director at Ankura where she brings more than 25 years of experience as a trusted advisor to senior decision-makers in the White House, the Department of Defense, and the Department of State, and to corporate executives. She leads the firm’s geopolitical advisory team and is based in Washington, DC.
1:30–2:30 p.m.
Private Credit Specialized and Opportunistic Strategies Roundtable Session
Session Leader:
Rahul Desai, Senior Portfolio Advisor, Aksia
Session Participants:
Brandon Baer, Founding Partner & CIO, Contingency Capital
Cameron Kirby, Managing Director, Axonic Capital
Ben Radinsky, Principal, HighVista Strategies
Chris Schiavone, Portfolio Manager, Private Credit, 400 Capital Management
Leighton A. Shantz, CFA, Managing Director, Credit & Hedge Funds, Employees Retirement System of Texas
Brian Thomas, Managing Director, Prudential Private Capital
Daniel Xu, PM IDD Senior Analyst – Head of North America Direct Lending, Albourne
2:45–3:45 p.m.
Real Estate Roundtable Session
Session Leaders:
Grant Walker, Senior Investment Director of Real Assets, Teacher Retirement System of Texas
Rob Kochis, Partner, The Townsend Group
Session Participants:
Chris Tokarski, Co-CEO and Managing Partner, ACORE Capital
Daniel Heflin, Founding Partner and Co-CIO, Torchlight Investors
Ira Shaw, Senior Managing Director, Co-Head Partner Solutions, Crow Holdings Capital
Tyson Skillings, Managing Partner, Rockwood Capital
4:00–5:00 p.m.
Infrastructure Roundtable Session
Session Leader:
Mark White, Partner, Head of Real Assets, Albourne
Session Participants:
David Altshuler, Executive Director, IFM Investors
Joseph Falcone, CEO & CIO, Chamonix Partners Capital Management (a Natixis subsidiary)
Dominic Garcia, Managing Director, CBRE Investment Management
Claiborne Johnston, Managing Director, Morgan Stanley
William Smalley, Managing Director, Secondaries, Ares Management
5:00–6:00 p.m.
Closing Remarks and Reception
2022 AIF Southwest 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
Rahul Desai, Senior Portfolio Advisor
Alaska Permanent Fund Corporation
Chirag Shah, Senior Portfolio Manager, Private Equity and Special Opportunities
Albourne
Lucy Berrington, Client Relationship Manager
Mark White, Partner, Head of Real Assets
Daniel Xu, PM IDD Senior Analyst – Head of North America Direct Lending
American National Insurance Company
Kyle Potrykus, Vice President- Head of Alternatives
Austin Police Retirement System
Pattie Featherston, Executive Director
Tyler Link, Deputy Executive Director
Belinda Weaver, City Manager Designee
Chesley Wood, Board Appointee
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Alex Julian, Client Consultant
Dallas Fire & Police Pension Fund
Tom Tull, Investment Advisory Committee Member
Employees Retirement System of Texas
Panayiotis Lambropoulos, Portfolio Manager -Hedge Funds
Leighton A. Shantz, CFA, Managing Director, Credit & Hedge Funds
Rick Xu, Investment Analyst
Missouri State Employees’ Retirement System
TJ Carlson, CIO
NEPC
Oliver Fadly, Principal and Head of Private Debt
New Mexico Public Employees Retirement Association
Michael Shackelford, CIO
Texas Municipal Retirement System
David Hunter, CIO
TJ Moen, Portfolio Director, Other Private Markets
Eddie Schultz, Sr. Managing Director
Teacher Retirement System of Texas
Eric Lang, Senior Managing Director of External Private Markets
Kirk Sims, Senior Investment Manager and Program Director, Emerging Manager Program
Grant Walker, Senior Investment Director of Real Assets
Texas Permanent School Fund
Kathryn Gernert, MD, Emerging Manager Program and Senior PM, Private Markets
Donna Miller, Financial Analyst
Texas Treasury Safekeeping Trust Company
Adam Levine, Senior Portfolio Manager
Matthew Williams, Senior Investment Analyst
The Townsend Group
Rob Kochis, Partner
Wilshire
Lauren Gellhaus, Consultant