About AIF Global

Organization

Regional Advisory Leadership

Sam Y. Chung, Ph.D.

Senior Advisor, AIF Asia

Dr. Chung has been a Professor of Finance at the School of Business -Long Island University, NY. He is currently the program chair ‘Artificial Intelligence & Fintech” at Yonsei University’s Graduate School of Information in Korea. He is an advisor of AIF Global for its Asia relations. He had been an academic advisor of the Chartered Alternative Investment Analyst Association (CAIA) and an editorial board member of the Journal of Alternative Investments. Dr. Chung has also advised Korea Financial Services Commission and Financial Supervisory Services regarding the nation’s Alternative Investments regulatory policies since 2012. He has had 20+ years of experience as a researcher, advisor, and senior portfolio manager in both U.S. and Korea. Dr. Chung received his Ph.D. in Finance from the University of Massachusetts-Amherst, Master of Finance from Boston College, and M.B.A from Illinois State University.

Committees Currently Involved:

Korea National Pension Service (NPS): Investment Policy Committee Member
Korea Post (K-Post): Insurance Division Investment Policy Committee Member
Korea Public Pension Funds Pool: Alternative Investment Committee Member
Korea Investment Management (KIM): BOD Member

Program Directors

Susan Boyle

Senior Program Director, AIF Global and the AIF Institute

Susan is the co-program director at AIF Global with main responsibilities in managing and producing all forums. She has nearly fifteen years of experience producing a full spectrum of programs for the institutional investment community in the U.S. and globally.

Prior to working with AIF, Susan co-founded BAS Ventures, Inc. with Barbara Lambroza and together they curated their own symposiums as well as consulted for organizations including RFK Compass, National Association of Securities Professionals (NASP) New York chapter and the Association of Asian American Investment Managers (AAAIM).

Susan holds a Bachelor in Business Administration in Finance from the University of Texas at Austin.

Barbara Lambroza

Senior Program Director, AIF Global and the AIF Institute

Barbara is a Program Director at AIF Global focusing on the production and management of all U.S. and international forums. She works with the AIF team on the content and development of each program as well as the execution of all in-person and virtual events. Barbara is also the co-founder of B.A.S. Ventures Inc., a consulting firm that works with the institutional investment management community to organize educational symposiums and programs. In addition to organizing their own events, B. A.S. Ventures has also worked as the program consultant for RFK Compass and the Association of Asian American Investment Managers (AAAIM).

Prior to that, Barbara was Senior Director at Information Management Network (IMN) and the President of the Special Events Divison for the Institute for International Research (IIR) where her main responsibility was producing large-scale investment conferences for public and corporate pension plans and Taft Hartley funds. She currently is a Board Member of the Tuxedo Park School and has sat on the board of the Imperial House Association in New York City. She received a B.A. from the State University of New York at Stony Brook.

Imogen Rose-Smith

Senior Program Director, AIF Institute

Imogen Rose-Smith is the Program Director for the AIF Institute. She is also co-founder of Combinate Capital, a financial services firm focused on diversity, equity, and inclusion. She serves as an advisor to investment managers and asset owners on sustainable investments, business development, and communications. And is an affiliate partner of IoTask, a Boston based management consulting company focused on technology and innovation.

Imogen was a 2017 – 2019 fellow of the Office of the Chief Investment Officer, University of California Regents, where she worked on ESG and sustainability issues. An award-winning journalist, Imogen has over 15 years’ experience covering institutional asset management as a Senior Writer with Institutional Investor magazine. As a journalist her areas of expertise include: institutional investors, hedge funds, venture capital, impact investing, diversity and inclusion, government policy and long-term asset ownership. She is a contributing editor to the impact investment industry publication Impact Alpha, where she writes the Institutional Impact column and is a regular podcast contributor.

Imogen served on the inaugural Advisory Board of Girls Who Invest, a not-for-profit focused on increasing the number of women in investment management roles. She is a former co-chair of the Impact Investment committee for High Water Women, a not for profit focused on the economic empowerment of women and girls. She is a co-founder of the Maui ESG Investment Project, an initiative to bring sustainable investment capital into Maui and diversify the Hawaii economy, and a member of the Orient Association board.

Technology and Communications

Jason Suggs

Executive Director, Technology and Communications, AIF Global and the AIF Institute

With 20+ years of experience leading successful communications, brand strategy, and technology initiatives, Jason serves as Executive Director of Technology and Communications for AIF Global and the AIF Institute, overseeing and implementing innovative technologies to support and provide added value to AIF’s forums, educational symposia, and program offerings. In addition, he provides brand, design, and communications strategy and work product across all of AIF’s initiatives.

Since 2010, Jason has served as Founder and CEO of Orange Reef Sustainable Business Results, providing consulting and solutions to diverse organizations, primarily in the financial, healthcare, and government spaces. In other fractional capacities, he serves as Chief Communications Officer (CCO) for Balanced Pharma, Inc. and is the Executive Director of Brand and Technology for the National Institute of Public Finance (NIPF). He has worked with over 20 Fortune 500 corporations (including 3M, Bank of America, Coca-Cola, Duke Energy, Ingersoll Rand, Volvo, and Wells Fargo), along with leading government, finance, and healthcare organizations, providing a unique blend of marketing, communications, and technology solutions.

Jason has been featured as a thought leader by the National Association of State Treasurers (NAST) and is the recipient of the 2020 Technology and Brand Management Excellence Award by the AIF Institute, as well as the Innovation Award and Treasurer’s Challenge Coin by one of the leading state treasuries in the United States.

His educational background includes studies in marketing, communications, and ROI methodology at Columbia Business School and Villanova University, along with a Bachelor of Science in Mathematics from the University of North Carolina at Charlotte.

Michelle O'Connell

Senior Technology and Communications Implementation Consultant, AIF Global and the AIF Institute

About AIF Global

Advisory Boards

AIF Institute