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 - New York City, NY

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 a mentor and their mentee on the value-add of building a relationship and how it’s benefited both of them personally and professionally.

  • Bill Clark,  Managing Director, Head of Investment Strategy & Risk, UBS A&Q Hedge Fund Solutions
  • Tony J. Lee, Portfolio Manager, Progress Investment Management Company

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 Partner, 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)

4:30pm – 6:00pm

Closing Reception

8:30pm – 9:30pm

Main Conference Opening Dessert Reception

The Cube at Riverpark – New York City, NY

Thur | May 28, 2015

Apella Conference Center – New York City, NY

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

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, Kaiser Permanente
  • Brian O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation
  • Chris Li, President, Lockheed Martin Investment Company
  • Sharmilla 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
What’s new in this foundation of investing? Are there new and innovative ways to look at the asset class?

  • Glenn Hosokawa, Director of Fixed Income, California State Teachers’ Retirement System
  • Venkatesh Reddy, Founder & Chief Investment Officer, ZEO Capital Advisors

 

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
  • Quinn Moss, Partner, Orrick Herrington & Sutcliffe

11:30am – 11:45am

Break

11:45am – 1:30pm

Luncheon

Awards Ceremony

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

  • Hon. Thomas P. DiNapoli, Comptroller, State of New York

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

  • Ted Eliopoulos, Chief Investment Officer, California Public Employees’ Retirement System
  • Scott Evans, Chief Investment Officer, New York City Employees’ Retirement System

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 – What’s Next in the Asset Class?
What’s next in this growing asset class?  Are plans prepared to actively engage?

  • Cindy Tseng, Principal, Fairview Capital Partners
  • Heidi Poon, Senior Vice President, TorreyCove Capital Partners
  • Kelvin Liu, Director, Invesco Capital Management
  • 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
  • Bill Clark,  Managing Director, Head of Investment Strategy & Risk, UBS A&Q Hedge Fund Solutions.
  • Dominic Napolitano, Portfolio Manager, Talson FIS Paragon Discovery Fund

Equities – Planning Ahead in Public Equity
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, Los Angeles County Employees Retirement Association

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, New York City Employees’ Retirement System

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
  • Diana Liu, General Counsel & Principal, Artemis Real Estate Partners

5:00pm

Closing Reception

Speakers

Industry Leading Speakers

 


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Sharmilla 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


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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:

California Public Employees’ Retirement System (CalPERS)

California State Teachers’ Employee Retirement System (CalSTRS)

New York State Common Retirement Fund (NYSCRF)

New York City Employees’ Retirement System (NYCERS)

New York State Teachers’ Retirement System (NYSTRS)

Teachers Retirement System of Texas

Employees Retirement System of Texas

Los Angeles County Employees Retirement Association (LACERA)

Kaiser Permanante

Lockheed Martin Asset Management Company

The Robert Wood Johnson Foundation

Soros Fund Management

Overseas Private Investment Corporation

BAML Capital Access Funds Management, LLC

Grosvenor Capital Management

MC Asset Management

Fairview Capital Partners

Invesco Capital Management

FIS Group

Talson FIS Paragon Discovery Fund

UBS Global Asset Management

Progress Investment Management

Callan Associates

Lenox Park LLC

Cambridge Associates

Artemis Real Estate Partners

TorreyCove Capital Partners

Stepstone Group

JP Morgan 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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202.304.0408
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