Join Us
Explore ways to optimize your risk and return
Join us for the Association for Asian American Investment Managers' (AAAIM) 2018 National Conference taking place at the beautiful Luxe Sunset Boulevard Hotel in Los Angeles, California.
AAAIM's annual conference is the national platform for Asian American investment managers across the major asset classes of private equity, hedge funds, venture capital, public equities, fixed income, and real assets to meet, conduct business and learn from insightful leaders and each other. The event gathers a broad range of investment professionals with common interests from public pension funds, other institutional limited partners, emerging managers and large investment firms. The pre-conference activities on September 19th include the signature 'Emerging Leaders Initiative (ELI) Session' (previously Young Professionals), a half-day discussion focused on professional development; and the new 'Emerging Managers Assembly Day,' a half-day discussion for GP's and LP's that will focus on opportunities within the EM niche. The main conference day, September 20th, will be a fast-paced and focused day to learn about domestic and global opportunities and network with world class speakers and panelists.
AGENDA
WEDNESDAY
SEPT 19TH
EMERGING LEADERS INITIATIVE
Luxe Sunset Boulevard Hotel
11461 Sunset Blvd
Los Angeles, California 90049
-----------------------------------------
12:00pm
Registration Opens
12:00pm – 1:00pm
Networking Luncheon
1:00pm - 1:15pm
Welcome Remarks
Read More >Welcome Remarks
Gordon Liao, Co-Founder and Partner, Modjule, LLC
1:15pm - 2:15pm
SUCCESS AND WAR STORIES PANEL
Read More >Success and War Stories Panel
- Moderator: Gordon Liao, Co-Founder and Partner, Modjule, LLC
- Andreas Moon, Managing Director and Head of Investor Relations, I Squared Capital
- Tony W. Lee, Co-Founder and Managing Partner, One Rock Capital Partners
- Gregory G. Lau, General Partner, Welsh, Carson, Anderson & Stowe
2:15pm – 2:30pm
Break
2:30pm – 3:30pm
WOMEN MOVERS & SHAKERS
Read More >Women Movers & Shakers
- Moderator: Anisa Javeri, Vice President - Private Funds Group, Evercore Private Funds Group
- Deepa Patil Madhani, Principal, Investor Relations, One Rock Capital Partners
- Cynthia H. Tseng, CFA, Partner, Fairview Capital
- Momei Qu, Vice President, PSP Growth
- Bohea Suh, Vice President, GCM Grosvenor
3:30pm – 3:45pm
Break
3:45pm - 4:45pm
PLAN SPONSOR EM PANEL
Read More >Plan Sponsor EM Panel
- Moderator: Sanjiv Shah, Managing Director, HarbourVest Partners, LLC; Board Co-Chair, AAAIM
- Kirk Sims, CFA, Senior Investment Officer, Teachers' Retirement System of the State of Illinois
- Clinton Stevenson, Investment Director, Investment Manager Engagement Programs, California Public Employees’ Retirement System (CalPERS)
- David Anderson, Senior Investment Officer, New York Common Retirement Fund
4:45pm - 5:30pm
Closing Reception & Networking
WEDNESDAY
SEPT 19TH
EMERGING MANAGERS ASSEMBLY DAY
Luxe Sunset Boulevard Hotel
11461 Sunset Blvd
Los Angeles, California 90049
-----------------------------------------
12:00pm
Registration Opens
12:00pm – 1:00pm
Networking Luncheon
1:00pm - 1:15pm
Welcome Remarks
Read More >Welcome Remarks
Gordon Liao, Co-Founder and Partner, Modjule, LLC
1:15pm - 2:15pm
SUCCESS AND WAR STORIES PANEL
Read More >Success and War Stories Panel
- Moderator: Gordon Liao, Co-Founder and Partner, Modjule, LLC
- Andreas Moon, Managing Director and Head of Investor Relations, I Squared Capital
- Tony W. Lee, Co-Founder and Managing Partner, One Rock Capital Partners
- Gregory G. Lau, General Partner, Welsh, Carson, Anderson & Stowe
2:15pm – 2:30pm
Break
2:30pm – 3:30pm
ROUNDTABLE DISCUSSIONS
Read More >Roundtable Discussions
- Andrew Junkin, President, Wilshire Consulting
- Ronald M. Aubert II, Investment Officer I, Investment Division, Los Angeles City Employees' Retirement System (LACERS)
- Heidi Poon, CFA, CAIA, Senior Vice President, TorreyCove Capital Partners LLC
- Conrad Shang, Head of Venture Capital & Growth Equity Investments (Technology), UTIMCO
- Kenneth Tom, CFA, Investment Director, Cambridge Associates
- Mina Pacheco Nazemi, Managing Director, Alternative Investments, Barings
- Christopher Shen, Co-Founder and Managing Partner, West 22nd Capital
- Jennifer Wildeman, Senior Portfolio Advisor, Aksia LLC
- Tracy Fong, SVB
3:30pm – 3:45pm
Break
3:45pm - 4:45pm
PLAN SPONSOR EM PANEL
Read More >Plan Sponsor EM Panel
- Moderator: Sanjiv Shah, Managing Director, HarbourVest Partners, LLC; Board Co-Chair, AAAIM
- Kirk Sims, CFA, Senior Investment Officer, Teachers' Retirement System of the State of Illinois
- Clinton Stevenson, Investment Director, Investment Manager Engagement Programs, California Public Employees’ Retirement System (CalPERS)
- David Anderson, Senior Investment Officer, New York Common Retirement Fund
4:45pm - 5:30pm
Closing Reception & Networking
-----------------------------------------
8:00pm - 10:00pm
POOLSIDE DESSERT RECEPTION
THURSDAY
SEPT 20TH
AAAIM NATIONAL CONFERENCE
Luxe Sunset Boulevard Hotel
11461 Sunset Blvd
Los Angeles, California 90049
-----------------------------------------
7:30am
Registration Opens
8:15am – 8:30am
Welcome Remarks
Read More >Welcome Remarks
Grace Reyes, President, AAAIM
Bennett Kim, Managing Partner, Big Rock Senior Housing
8:30am – 9:30am
HIGH LEVEL OPTIMIZATION – VANTAGE POINT FROM POWERFUL WOMEN AT THE TOP
Read More >High Level Optimization – Vantage Point from Powerful Women at the Top
- Moderator: Maeley Tom, Founding Co-Chair and Board Member, AAAIM
- Deborah Hazell, CEO, HSBC Global Asset Management (USA); Regional Head, HSBC Global Asset Management, Americas
- Fiona Ma, CPA, Vice Chair, California State Board of Equalization, District 2
- Priya Mathur, President, California Public Employees’ Retirement System (CalPERS)
9:30am – 9:45am
Break
9:45am – 10:45am
AM INSTITUTIONAL INVESTOR ROUNDTABLE: OPTIMIZING THE LARGEST PORTFOLIOS
Read More >AM Institutional Investor Roundtable: Optimizing the Largest Portfolios
- Moderator: Prashant Mehrotra, Partner, Clearlake Capital Group
- Dan Bienvenue, Managing Investment Director, Global Equity, California Public Employees’ Retirement System (CalPERS)
- Thomas Lee, Executive Director and Chief Investment Officer, New York State Teachers’ Retirement System (NYSTRS)
- Russell Read, Global Head of Client Solutions, MSCI
- Jonathan Grabel, Chief Investment Officer, Los Angeles County Employees Retirement Association (LACERA)
10:45am – 11:00am
Break
11:00am – 11:45am
AM BREAKOUT SESSIONS – ASSET CLASS SPOTLIGHT
Track 1: Venture Capital
Read More >Venture Capital
- Moderator: Cynthia Tseng, Partner, Fairview Capital Partners
- Eva Ho, General Partner, Fika Ventures
- Jihan Bowes-Little, Managing Partner, Bracket Capital
- Clinton Foy, Managing Director, Crosscut Ventures
Track 2: Hedge Funds
Read More >Hedge Funds
- Moderator: William Park, Managing Director, UBS Asset Management
- Sanjiv Kumar, Founder & CIO, Fort LP
- Samantha Foster, Managing Director, USC Investment Office
- Reza Ali, Founder, CEO and CIO, Prosiris Capital Management
Track 3: Real Assets
Read More >Real Assets
- Moderator: Parkin Lee, Senior Vice President & Chief Legal Officer, Rockefeller Group
- Wilkin Ly, Investment Officer, Los Angeles City Employees’ Retirement System (LACERS)
- John McClelland, Principal Investment Officer, LACERA
- Andrew Yoon, Partner & Chief Operating Officer, GreenOak Real Estate
- Rich Banjo, Managing Principal, Acquisitions and Asset Management, Artemis
12:00am – 1:15pm
Luncheon
12:05pm – 12:10pm
Luncheon Welcome
Read More >Luncheon Welcome
Brenda Chia, Venture Partner, Paladin Capital Group; Board Co-Chair, AAAIM
12:30pm – 1:15pm
Fireside Chat with Charlie Cook
Read More >Fireside Chat with Charlie Cook
Roger Sit, Chairman, Chief Executive Officer, President and Global Chief Investment Officer, Sit Investment Associates, Inc.
Charlie Cook, Editor & Publisher, The Cook Political Report; Columnist, National Journal
1:15pm – 1:45pm
Fireside Chat with Rob Park
Read More >Fireside Chat with Rob Park
Clayton Jue, President & CEO, Leading Edge Investment Advisors, LLC p>
Rob Park, Co-Founder and Chief Technology Officer, IEX
1:30pm – 2:00pm
Break
2:00pm - 2:45pm
PM BREAKOUT SESSIONS – ASSET CLASS SPOTLIGHT
Track 1: Private Equity
Read More >Private Equity
- Moderator: Susan Soh, Chief of Strategy and Capital Development, Sightway Capital
- Susan Yun Lee, Managing Director of Investments, The Broad Foundations and Family Office
- Yup S. Kim, Senior Portfolio Manager, Private Equity and Special Opportunities, Alaska Permanent Fund Corporation
- Jessica Holsey, Private Equity Investments, GCM Grosvenor
- J. David Enriquez, Interim Co-Head of Private Equity, Bureau of Asset Management, Office of the New York City Comptroller
Track 2: Public Equity
Read More >Public Equity
- Moderator: Rick Yamamoto, Senior Advisor of Investment and Research, Leading Edge Investment Advisors, LLC
- David Murphy, Global Equity Portfolio Manager, California State Teachers’ Retirement System (CalSTRS)
- Susan E. Oh, CFA, Pennsylvania Public School Employees' Retirement System
- Loc Vukhac, CFA, Regional Director, Investec Asset Management
- Thomas Quinn, Deputy CIO, FIS
Track 3: Private Credit / Fixed Income
Read More >Private Credit / Fixed Income
- Moderator: Tony J. Lee, Senior Vice President and Portfolio Manager, Progress Investment Management Company
- Ken Chilton, CFA, Senior Investment Analyst, Farmers Insurance
- Jimmy Wang, Investment Officer, Los Angeles City Employees’ Retirement System
- Sylvia Owens, Senior Portfolio Advisor, Aksia LLC
- Jamie Gnall, CFA, Vice President, Wilshire Associates
2:45pm – 3:00pm
Break
3:00pm – 4:00pm
IMPACT OF BLOCKCHAIN, CRYPTOCURRENCIES AND ICOS
Read More >- Moderator: Yong-Nam Jun, Of Counsel, M&A and Private Equity, Orrick, Herrington & Sutcliffe, LLP li>
- Kendrick Nguyen, CEO, Republic
- Tim Draper, Founder, Draper Associates & DFJ
Impact of Blockchain, Cryptocurrencies and ICOs
4:00pm – 5:00pm
PM INSTITUTIONAL INVESTOR ROUNDTABLE: BLANK CANVAS
Read More >- Moderator: Gregory G. Lau, General Partner, Welsh, Carson, Anderson & Stowe li>
- Rodney June, CIO, Los Angeles City Employees’ Retirement System (LACERS)
- Sharmila Kassam, Deputy Chief Investment Officer, Employees Retirement System of Texas
- Sona Menon, Managing Director and Head of North America Pensions, Cambridge Associates
- Betty Tse, Chief Investment Officer, Alameda County Employees’ Retirement Association
PM Institutional Investor Roundtable: Blank Canvas
5:00pm – 6:00pm
Closing Reception & Networking
SPEAKERS
Reza Ali
CEO and CIO, Prosiris Capital Management
David Anderson
Senior Investment Officer, New York State Common Retirement Fund
Rich Banjo
Managing Principal, Acquisitions and Asset Management, Artemis
Dan Bienvenue
Managing Investment Director, Global Equity, California Public Employees’ Retirement System (CalPERS)
Jihan Bowes-Little
Managing Partner, Bracket Capital
Brenda Chia
Venture Partner, Paladin Capital Group; Board Co-Chair, AAAIM
Ken Chilton, CFA
Senior Investment Analyst, Farmers Insurance
Charlie Cook
Editor & Publisher, The Cook Political Report; Columnist, National Journal
Tim Draper
Founder, Draper Associates & DFJ
J. David Enriquez
Interim Co-Head of Private Equity, Bureau of Asset Management, Office of the New York City Comptroller
Jay H. Eum
Co-Founder and Managing Director, TransLink Capital
Clinton Foy
Managing Director, Crosscut Ventures
Jamie Gnall, CFA
Vice President, Wilshire Associates
Jonathan Grabel
Chief Investment Officer, Los Angeles County Employees Retirement Association (LACERA)
Deborah Hazell
CEO, HSBC Global Asset Management (USA); Regional Head, HSBC Global Asset Management, Americas
Eva Ho
General Partner, Fika Ventures
Jessica Holsey
Private Equity Investments, GCM Grosvenor
Clayton Jue
President & CEO, Leading Edge Investment Advisors, LLC
Yong-Nam Jun
Of Counsel, M&A and Private Equity, Orrick Herrington & Sutcliffe LLP
Rodney June
CIO, Los Angeles City Employees’ Retirement System (LACERS)
Sharmila Kassam
Deputy Chief Investment Officer, Employees Retirement System of Texas
Bennett Kim
Managing Partner, Big Rock Senior Housing
Yup S. Kim
Senior Portfolio Manager, Private Equity and Special Opportunities, Alaska Permanent Fund Corporation
Sanjiv Kumar
Founder & CIO, Fort LP
David Lam
General Partner, Atlantic Bridge Capital
Gregory G. Lau
General Partner, Welsh, Carson, Anderson & Stowe
Parkin Lee
Senior Vice President & Chief Legal Officer, Rockefeller Group
Thomas K. Lee
Executive Director & Chief Investment Officer, New York State Teachers' Retirement System (NYSTRS)
Tony J. Lee
Senior Vice President and Portfolio Manager, Progress Investment Management Company
Tony W. Lee
Co-Founder and Managing Partner, One Rock Capital Partners
Ginger Lew
Managing Director, Cube Hydro Partners
Gordon Liao
Co-Founder and Partner, Modjule, LLC
Diana C. Liu
Chief Construction Officer, Chicago Housing Authority
Fiona Ma, CPA
Vice Chair, California State Board of Equalization, District 2
Priya Mathur
Board Member, California Public Employees’ Retirement System (CalPERS)
John McClelland
Principal Investment Officer, LACERA
Prashant Mehrotra
Partner, Clearlake Capital Group
Sona Menon
Managing Director and Head of North America Pensions, Cambridge Associates
Andreas Moon
Managing Director and Head of Investor Relations, I Squared Capital
Quinn Moss
Partner, Orrick, Herrington & Sutcliffe LLP
David Murphy
Global Equity Portfolio Manager, California State Teachers’ Retirement System (CalSTRS)
Kendrick Nguyen
CEO, Republic
Susan E. Oh, CFA
Senior Portfolio Manager, Risk Parity and Currency Hedging, Pennsylvania Public School Employees' Retirement System
Sylvia Owens
Senior Portfolio Advisor, Aksia LLC
Robert Park
Chief Technology Officer, IEX Group, Inc.
William Park
Managing Director, UBS Asset Management
Deepa Patil Madhani
Principal, Investor Relations, One Rock Capital Partners
Momei Qu
Vice President, PSP Growth
Thomas Quinn
Deputy CIO, FIS
Russell Read
Global Head of Client Solutions, MSCI
Grace Reyes
President, AAAIM
Sanjiv K. Shah
Managing Director, HarbourVest Partners, LLC; Board Co-Chair, AAAIM
Kirk Sims, CFA
Senior Investment Officer, Teachers' Retirement System of the State of Illinois
Roger Sit
CEO and Global Chief Investment Officer, Sit Investment Associates, Inc.
Susan Soh
Chief of Strategy and Capital Development, Sightway Capital
Clinton Stevenson
Investment Director, Investment Manager Engagement Programs, California Public Employees’ Retirement System (CalPERS)
Bohea Suh
Vice President, GCM Grosvenor
Maeley Tom
Founding Co-Chair and Board Member, AAAIM
Betty Tse
Chief Investment Officer, Alameda County Employees’ Retirement Association
Cynthia Tseng
Partner, Fairview Capital Partners
Loc Vukhac, CFA
Regional Director, Investec Asset Management
Jimmy Wang
Investment Officer, Los Angeles City Employees’ Retirement System
Rick Yamamoto
Senior Advisor of Investment and Research, Leading Edge Investment Advisors, LLC
Andrew Yoon
Partner & Chief Operating Officer, GreenOak Real Estate
Susan Yun Lee
Managing Director of Investments, The Broad Foundations and Family Office
Roundtable Hosts Include ...
Ronald Aubert II
Investment Officer I, Investment Division, Los Angeles City Employees' Retirement System (LACERS)
Tony J. Lee
Senior Vice President, Portfolio Manager, Progress Investment Management
Andrew Junkin
President, Wilshire Consulting
Heidi Poon
CFA, CAIA, Senior Vice President, TorreyCove Capital Partners LLC
Christopher Shen
Co-Founder and Managing Partner, West 22nd Capital
Kenneth Tom, CFA
Investment Director, Cambridge Associates
Jennifer Wildeman
Senior Portfolio Advisor, Aksia LLC
Morning Yoga Provided By ...
Tingting Peng
Director, Head of Investor Relations & Fundraising, ESO Capital Partners
Past Organizations Include
1955 Capital
Adamas Asset Management
Affinity Investment Advisors
AGI Avant
Alameda County Employees’ Retirement Association
Altos Ventures
Angelo, Gordon & Co.
Apax Partners
Artemis Real Estate Partners
Asian Corporate Governance Association
Avante Mezzanine Partners
Barclays
Big Rock Partners
Brightpath Capital
Calera Capital
California State Teachers’ Retirement System (CalSTRS)
Callan Associates Inc.
CalPERS
Cambridge Associates
Chicago Housing Authority
Clearlake Capital Group, L.P.
Comcast Ventures
Cowboy Ventures
Cube Hydro Partners
DCM Ventures
De Luna Partners
Enlightenment Capital, LLC
Episcophal Chruch Foundation
Fairview Capital Partners
FFL PARTNERS
Finn Dixon & Herling
FIS Group, Inc.
GCM Grosvenor Private Markets
GGV Capital
Good Harbor Security Risk Management
H.I.G. Growth Partners
Hanover Investment Advisors LLC
Hanseatic Management Services, Inc.
HarbourVest Partners, LLC
Hawaii Employees’ Retirement System
Himalaya Capital
I Squared Capital
Insight Venture Partners
Invesco Private Capital
Ironwood Capital
Jaguar Growth Partners
Johns Hopkins University School of Advanced International Studies
JPMorgan Asset Management
Kaplan Fox Kilsheimer LLP
Kennet Partners
Leading Edge Investment Advisors, LLC
Legato Capital Management, LLC
Longitude Capital
Los Angeles City Employees’ Retirement System (LACERS)
Madison Bay Capital Partners
Matthews Asia
MC Asset Management Holdings, LLC
Modjule LLC
MREM
Neosho Capital
New York State Teachers’ Retirement System (NYSTRS)
Nile Capital Group LLC
Office of NYC Comptroller Scott Stringer
One Rock Capital Partners, LLC
OPIC
Orrick, Herrington & Sutcliffe LLP
Paladin Capital
Palm Drive Capital
Perella Weinberg Partners
Piedmont Investment Advisors
Pine Street Alternative Asset Management
Pomelo Capital
Progress Investment Management Company, LLC
Prudential
Qualcomm Ventures
Reverence Capital
Rice Hall James & Associate, LLC
Samsung Electronics Open Innovation Center
Sentinel Dome Partners, LLC
Silicon Valley Community Foundation
Sit Investment Associates, Inc.
St. Cloud Capital, LLC
State of California
State of Hawaii Employees’ Retirement Systems
TCW
Teacher Retirement System of Texas
Top Capital Advisors, Inc.
TorreyCove Capital Partners
TransLink Capital
Trident Capital Cybersecurity
Twist Bioscience
UBS Asset Management
University of California Regents
Venus Capital Management, Inc.
Vivo Capital
WestSummit Capital
VENUE
Luxe Sunset Boulevard Hotel
11461 Sunset Blvd, Los Angeles, CA 90049
Luxe Sunset Boulevard Hotel is a stylish urban retreat located on seven lush acres at the intersection of Brentwood and Bel Air.
The Luxe Sunset Boulevard room block is SOLD OUT! Please find a list of alternative hotels below (within 3 miles).
W Los Angeles - West Beverly Hills
Kimpton Hotel Palomar Los Angeles Beverly Hills
SPONSORS
