About

Ahead of the Curve

Join us for the Association for Asian American Investment Manager’s (AAAIM) 2015 National Conference scheduled for May 27-28, 2015 in New York City.  AAAIM’s annual conference brings you viewpoints and insights from key decision makers across the industry.  Join us at this year’s conference to hear from these leaders so you can stay ahead of the curve!

Founded in 2006, AAAIM’s mission is to provide greater access and leadership mobility for Asian Americans in the world of investment management. Challenged with a lack of diverse leadership in the field, AAAIM advocates for the hiring of more diverse individuals in decision-making positions as well as greater allocations to diverse managers.

Agenda

Wed | May 27, 2015

YOUNG PROFESSIONAL SESSION
Offices of Orrick, Herrington & Sutcliffe - 51 West 52nd Street, New York City, NY
Hudson Conference Room, 23rd Floor

12:00pm

Registration Opens

12:00pm – 1:15pm

Networking Luncheon

1:15pm

Welcome

1:30pm – 2:30pm

What Value is there in Mentorship?

Hear from mentors and their mentees on the value-add of building a relationship and how it’s benefited both of them personally and professionally.

  • Bill Park,  Managing Director, Head of Investment Strategy & Risk, UBS A&Q Hedge Fund Solutions
  • Tony J. Lee, Senior Vice President & Portfolio Manager, Progress Investment Management Company
  • Brian Park, Associate Director, UBS
  • Peter Lin, CFA, CAIA, Real Assets, SFERS
  • Gordon C.C. Liao, Co-Founder & Partner, Modjule LLC

2:30pm – 2:45pm

Networking Break

2:45pm – 3:30pm

Roundtable Discussions – What Do You Think?

Program participants break out into small roundtable groups led by seasoned professionals in the industry to drill down on what value add can be found in these relationships and how to tackle obstacles to success both in mentorship and in the industry.

  • John Kim, Managing Director at H.I.G. Growth Partners
  • Tony J. Lee, Portfolio Manager, Progress Investment Management Company
  • Michael Moon, Managing Director, Calera Capital
  • Andreas Moon, Principal, Head of Fundraising and Investor Relations, I Squared Capital
  • Cynthia Tseng, Principal, Fairview Capital
  • Diana Liu, Principal, General Counsel and Chief Compliance Officer, Artemis Real Estate Partners
  • Susan Soh, Global Head of Marketing and Client Services, Perella Weinberg Partners
  • Ginger Lew, Managing Director, Cube Hydro Partners

3:30pm - 3:45pm

Networking Break

3:45pm – 4:30pm

Professional Development Perspective: An Interview with Thomas Lee, Executive Director & Chief Investment Officer, New York State Teachers Retirement System

Hear from Thomas Lee, one of the most successful Asian Americans in the industry about his path to success, the power of relationships, and perspectives on forging your career.

  • Thomas Lee, Executive Director & Chief Investment Officer, New York State Teachers’ Retirement System (NYSTRS)
  • Gordon C.C. Liao, Co-Founder & Partner, Modjule LLC

4:30pm – 6:00pm

Closing Reception

8:00pm – 10:00pm

Main Conference Opening Dessert Reception

The Cube at Riverpark – 450 East 29th Street, New York City, NY

Thur | May 28, 2015

Apella Conference Center – 450 East 29th Street, New York City, NY
2nd Floor

7:00am - 8:00am

Breakfast and Registration

8:00am – 8:15am

Welcome

8:15am – 9:15am

Looking Forward: An Economic Outlook Discussion

A macroeconomic overview looking at key factors in the market.

  • Mark Doms, United States Under Secretary of Commerce for Economic Affairs
  • Ginger Lew, Managing Director, Enduring Hydro

9:15am – 10:15am

On the Lookout

Hear from leading plan sponsors about their thoughts on the global economy and how they plan to invest for the future.

  • Bill Lee, Chief Investment Officer and Vice President of Foundation and Pension Investments, Kaiser Permanente
  • Brian O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation
  • Chris Li, President, Lockheed Martin Investment Company
  • Sharmila Kassam, Deputy Chief Investment Officer, Employees Retirement System of Texas
  • David Winter, Partner, Hogan Lovells

10:15am – 10:30am

Break

10:30am – 11:30am

Concurrent Sessions

Security in the Cyber World
2014 was the year for cyber security awareness. Whether it was consumer or corporate breaches, the world – and investors – are keenly aware of the threat that cyber attacks pose. Experts in the field take your questions about their outlook in this important sector.

  • Michael Steed, Managing Partner, Paladin Capital Group
  • Rob Knake, Fmr. Director of Cybersecurity Policy, The White House
  • Anthony Kim, Partner, Orrick Herrington & Sutcliffe

 

Fixed Income investing: The Next Generation Of Debt Strategies
As institutional investors move away from traditional fixed income to a new generation of debt strategies the landscape for this asset class continues to change. This panel will address the current market and interest environment and how investors are shifting their portfolio strategies to take advantage of alpha generating opportunities in the debt markets. Panelists will explore the new paradigm of fixed income investing, each from their own unique perspective.

  • Glenn Hosokawa, Director of Fixed Income, California State Teachers’ Retirement System
  • Venk Reddy, Founder & Chief Investment Officer, ZEO Capital Advisors
  • Dan Roberts, Executive Managing Director – Head of Global Fixed Income, MacKay Shields
  • Navnoor Kang, Director of Fixed Income, New York State Common Retirement Fund
  • Ping Zhu, Vice President, Strategic Investment Solutions

 

Investing in Infrastructure – Growth, Brick by Brick
The world of infrastructure investing is still a new and somewhat unknown quantity. Hear from some veterans in the space about how they approach this investment strategy and how the returns can bolster your portfolio.

  • Adil Kabani, Private Equity Associate, Overseas Private Investment Corporation
  • Brenden Woods, Co-Head Infastructure & Real Assets Group, StepStone
  • Adil Rahmathulla, Partner, I Squared Capital
  • Patrick Curran, President & CEO, MC Asset Management
  • Quinn Moss, Partner, Orrick Herrington & Sutcliffe

11:30am – 11:45am

Break

11:45am – 1:30pm

Luncheon

Welcome Remarks

  • Hon. Scott Stringer, Comptroller, City of New York

Awards Ceremony

AAAIM 2015 Champion’s Award: New York State Common Retirement Fund

  • Hon. Thomas P. DiNapoli, Comptroller, State of New York
  • Presented by: Sanjiv Shah, Managing Director, BAML Capital Access Funds Management, LLC

Opportunities from Near and Far
Savvy investors have always looked to grow their investments globally. Nowadays, many are looking to explore opportunities in the United States. Hear from a panel of leading experts about their domestic investment priorities and how public policy, politics and the economy are impacting their strategies

  • Johannes Zhou, Chief Strategic Officer, China Investment Corporation
  • Ted Eliopoulos, Chief Investment Officer, California Public Employees’ Retirement System
  • Scott Evans, Chief Investment Officer, New York City Employees’ Retirement System
  • Dolph Hellman, Partner, Orrick Herrington & Sutcliffe

Keynote Address: Staying Ahead of the Curve

  • Bob Steel, Chief Executive Officer, Perella Weinberg Partners

1:30pm – 1:45pm

Break

1:45pm – 2:45pm

Concurrent Sessions

Venture Capital – The New Frontier of Venture Capital Investing
A discussion on the evolution of venture investing. Where are investment opportunities and sources of capital coming from? What are the expectations from LPs and GPs in this asset class?

  • Cindy Tseng, Principal, Fairview Capital Partners
  • Heidi Poon, Senior Vice President, TorreyCove Capital Partners
  • Kelvin Liu, Director, Invesco Capital Management
  • Jay Eum, Co-Founder & Managing Director, Translink Capital
  • Yong Nam-Jun, Partner, Orrick Herrington & Sutcliffe

 

Hedge Funds – After a rough year, how can the sector bounce back?
Hedge funds have faced some turbulent times in recent years. That said, there are opportunities left and right that can’t be ignored.

  • Susan Soh, Partner, Perella Weinberg Partners
  • Ted Wang, CIO and Founder, Puissance Capital Management
  • Bill Park,  Managing Director, Head of Investment Strategy & Risk, UBS A&Q Hedge Fund Solutions.
  • Dominic Napolitano, Portfolio Manager, Talson FIS Paragon Discovery Fund
  • Ian Asvakovith, President & CEO, Piedmont Fund Services

Planning Ahead in Public Equities
What strategies lay ahead of us for the coming months and years after the market boom of 2014?

  • Frederick Hermann, Managing Director of Public Equities, New York State Teachers’ Retirement System
  • Drew Edwards, Managing Director, Advisory Research Investment Management.
  • Ted Wright, Principal Investment Officer, Global Equities, Los Angeles County Employees Retirement Association
  • Gaurav Mallik, Managing Director, SSgA
  • Safia Mehta, Senior Vice President & Portfolio Manager, Progress Investment Management Company

2:45pm – 3:00pm

Break

3:00pm – 4:00pm

Consultants: An Opportunity or an Obstacle to Emerging Managers?

The role of the consultant has been a hot topic of conversation as it pertains to emerging managers. Where many see obstacles, some see opportunity. This session explores some of the best practices for emerging managers to successful collaborate with consultants to produce the highly sought after direct allocation.

  • Ron Peyton, Chairman & CEO, Callan Associates
  • Anita Ng, Managing Director, Cambridge Associates LLC
  • Tony W. Lee, Managing Partner, One Rock Capital
  • Jason Lamin, Founder, Lenox Park LLC
  • Jimmy Yan, Special Counsel to the Chief Investment Officer & Deputy Comptroller for Asset Management, Office of New York City Comptroller Scott Stringer

4:00pm – 5:00pm

Emerging Manager Update: information for Entrepreneurs

Hear from emerging manager leaders from across the country how they are looking at the space and where they are hoping to find opportunities to grow and succeed.

  • Cheryl Hines, Director of the Emerging Manager Program, Teachers’ Retirement System of Texas
  • Laurie Weir, Senior Portfolio Manager, California Public Employees’ Retirement System
  • Johara Farhadieh, Portfolio Manager, Illinois State Board of Investment
  • Diana Liu, General Counsel & Principal, Artemis Real Estate Partners

5:00pm

Closing Reception

Speakers

Industry Leading Speakers

 


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Sharmila Kassam

Deputy Chief Investment Officer, Employees Retirement System of Texas


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Brian O’Neil

Chief Investment Officer, Robert Wood Johnson Foundation


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Cheryl Hines

Director, Emerging Manager Program, Teachers Retirement System of Texas


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Mark Doms

Under Secretary of Commerce for Economic Affairs


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Susan Soh

Partner, Perella Weinberg Partners


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Tom Lee

Executive Director & Chief Investment Officer, New York State Teachers Retirement System


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William Lee

Chief Investment Officer, Kaiser Permanente


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Chris Li

President & Chief Investment Officer, Lockheed Martin Investment Management Company


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Laurie Weir

Senior Portfolio Manager, California Public Employees’ Retirement System


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Ted Eliopolous

Chief Investment Officer,
California Public Employees’ Retirement System

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Frederick Hermann

Managing Director of Public Equities, New York State Teachers’ Retirement System


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Ron Peyton

Chairman & CEO, Callan Associates

 

Organizations Confirmed to Participate Include:

Artemis Real Estate Partners
Attucks Asset Management
BAML Capital Access Funds Management, LLC
California Public Employees’ Retirement System (CalPERS)
California State Teachers’ Employee Retirement System (CalSTRS)
Callan Associates
Cambridge Associates
China Investment Corporation (CIC)
Employees Retirement System of Texas
Fairview Capital Partners
FIS Group
Grosvenor Capital Management
Illinois State Board of Investment (ISBI)
Invesco Capital Management
JP Morgan Asset Management
Kaiser Permanante
Korea Investment Corporation (KIC)
Lenox Park LLC
Lockheed Martin Asset Management Company
Los Angeles County Employees Retirement Association (LACERA)
MC Asset Management
New York State Common Retirement Fund (NYSCRF)
New York City Employees’ Retirement System (NYCERS)
New York State Teachers’ Retirement System (NYSTRS)
New York State Insurance Fund (NYSIF)
Overseas Private Investment Corporation
Progress Investment Management
Robert Wood Johnson Foundation
San Francisco Employees’ Retirement System (SFERS)
Soros Fund Management
Southern California Edison
Stepstone Group
Talson FIS Paragon Discovery Fund
Teachers Retirement System of Texas
TorreyCove Capital Partners
UBS Global Asset Management

Venue

Apella Event Space at the Alexandria Conference Center

 

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The Apella is one of New York’s most innovative meeting and event spaces. Located in Kip’s Bay 450 East 29th Street, New York, NY 10016, the Apella provides a unique experience with unique views and an modern ambiance.

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