AAAIM Elevate 2022 | Association of Asian American Investment Managers | 28 September 2022 | InterContinental New York Barclay, an IHG Hotel, 111 E 48th St, New York, NY 10017, USA

This conference brings together leading institutional investors and investment professionals to connect, share ideas and lessons learned and build lasting relationships.

With unprecedented economic and geopolitical headwinds for the foreseeable future, the importance of reconnecting in person with allocators and industry peers is more important than ever.

This year conference will feature discussions on the impact to our industry of continuing global economic uncertainty, growing inflation, supply chain disruptions, and a tightening labor market. What are the effects of the immediate and medium-term economic conditions to our industry and to AAPI investment managers? What is the impact on fundraising? With these uncertainties, there will also be opportunities in the market. Additionally, speakers will explore how ESG trends, the rise of crypto, the SEC’s recent regulatory proposals, and the changes to the workforce environment may necessitate a re-focus and re-positioning of investment strategies and return expectations.

The Conference will also include a presentation of AAAIM’s 2022 update to our 2020 Study titled “Representation of AAPIs in Asset Management: Analysis and Strategic Response,” conducted by Professor Josh Lerner of Harvard Business School and Bella Private Markets and of other AAAIM research initiatives, namely, the challenges facing AAPI women in the asset management industry, the state of AAPIs in venture capital undertaken in collaboration with UC Berkeley, and the genealogy of AAPIs in Finance/Wall Street.

2022 Speakers

Amy Chen
Chief Investment Officer, Smithsonian Institution

David Chiang
Chief Investment Officer, Pritzker Family Foundations

Rui de Figueiredo
Co-head & Chief Investment Officer of the Solutions & Multi‐Asset Group at Morgan Stanley Investment Management

John Kim
Former President and CIO, New York Life, and Founder & Managing Partner, Brewer Lane Ventures

June Kim
Director of Global Equity, CalSTRS

Thomas Lee
Chief Investment Officer, New York State Teachers' Retirement System (NYSTRS)

Prof. Josh Lerner
Co-founder, Bella Private Markets & Professor of Investment Banking, Harvard Business School

Sona Menon
Partner, Cambridge Associates

Brian O' Neil
Chief Investment Officer, Robert Wood Johnson Foundation

Anita Ng
Managing Director, Private Investments, Cambridge Associates

Marcos Rodriguez
Chief Executive Officer, Palladium Equity Partners

Kirk Sims
Emerging Manager Program Director, Teachers' Retirement System of Texas

Roger Sit
Chief Executive Officer, Sit Investment Assoc.

Sophia Tsai
Managing Director, Trinity Wall Street

Steve Yoon
Investment Officer, Illinois Police Officers' Pension Investment Fund

Suzanne Yoon
Founder & Managing Partner, Kinzie Capital Partners

Steve R. Arentsen
Senior Vice President, Wells Fargo

Sam Austin
Partner, NEPC

Leena Bhutta
Chief Investment Officer, Doris Duke Charitable Foundation

Allison Boxer
SVP Economist - PIMCO

Judy Chambers
Managing Principal & Private Markets Consultant, Meketa Investments

Scott Chan
Deputy Chief Investment Officer, CalSTRS

Shuo Chen
General Partner at IOVC & Faculty at UC Berkeley

Brenda Chia
Chief of Capital Development, Paladin Capital Group

Daniel Cho
Kirkland & Ellis

Hernando Cortina
Head of Index Strategies, ISS ESG

Susan Doyle
Managing Director & Head of Global Real Estate, State Street Global Advisors

Jay Eum
Co-founder, Managing Partner, GFT Ventures

David Fann
Senior Managing Director & Vice Chair, Apogem Capital

Valerie Wong Fountain
Managing Director, Morgan Stanley Private Wealth Management

Cesar Gonzales
Director, Xponance

Renae Griffin
Director, GCM Grosvenor

Sarah Hammer
The Wharton School, University of Pennsylvania

Tracy Harris
Partner, Investor Relations & Product Strategy, Siris Capital

Paul Hayama
Partner, Avante Capital Partners

Anyori Hernandez
Director of Emerging Managers, New York State Common Retirement Fund

Ella Hoxha
Senior Portfolio Manager - Pictet Asset Management

Sara Huang
Managing Director, Ardian

Rodney June
Chief Investment Officer, Los Angeles City Employees' Retirement System (LACERS)

Clayton Jue
President & CEO, Leading Edge Investment Advisors

Andy Kandiew
Senior Managing Director, K2 Advisors

Binna Kim
Co-founder, Vested

Soo Kim
Managing Partner & CIO, Standard General

Chris Kojima
Global Head of Client Solutions & Capital Markets, Goldman Sachs Asset Management

David Lam
General Partner, Atlantic Bridge Capital

Ginger Lew
Co-Founder, AAAIM, CEO, Three Oaks Investments, LLC

Gordon Liao
Founder & Managing Partner, Promise Holdings, LLC.

Meisan Lim
Managing Director, Cambridge Associates

Deepa Madhani
Head of Investor Relations, One Rock Capital

Neha Markle
Head of AIP Private Market Solutions, Morgan Stanley

Lauren Mathias
Senior VP & DEB Champion, Callan LLC

Alan Mattamana
Partner, Fairview Capital Partners

Sylvester McClearn
Senior Investment Officer, NY State Common Retirement Fund

Prashant Mehrotra
Partner & Managing Director, Clearlake Capital Group

Vijay Mehta
Co-Founder & Managing Partner, Arkview Capital

Mark Okada
Co-founder & CEO, Sycamore Tree Capital Partners

Christopher Pak
Director of Economically Targeted Investments, Office of New York City Comptroller Brad Lander, Bureau of Asset Management

Bill Park
Head of Equity Risk, ExodusPoint Capital Management

Jim Park
CEO of AAAIM

Steve Pei
Chief Investment Officer, Gratia Capital

Silpa Pericherla
Managing Director, Global Equities, Packard Foundation

Heidi Poon
Managing Director of Investment Research, Aksia

Sanjiv Shah
Managing Director, Harbourvest Partners

David Sheng
Managing Director, Portfolio Advisory, Aksia

Bin Shi
Senior Vice President, Portfolio Manager of Research, Acadian Asset Management

Wen Shiau
Managing Partner, Cypress Capital Group

Susan Soh
Chief of Capital Formation and Investor Relations, GrowthCurve Capital

Dickson Suit
Partner, Ironwood Capital

Tina Suo
Head of Alternative Credit, New York City Pension (Moderator)

James Tieng
Managing Partner & Co-founder, Lumos Capital

Maeley Tom
AAAIM Co-Founder, Board Chair Emeritus

Cynthia Tseng
Partner, Fairview Capital Partners

Marcos Veremis
Partner, Accolade Partners

Jennifer Wolf
Managing Partner, Initialized Capital

Mark Uyeda
Security Exchange Commissioner

Michael Vu
Senior Managing Director, Artemis Real Estate Partners

Zi Wang
Director of Institutional Advisory Practice, The Colony Group

Joe Wong
CEO and CIO, Linden Advisors

Johnny Wu
CEO, Quartzy Capital Advisors

Jack Yang
Co-founder & President, Sycamore Tree Capital Partners

Letitia Yang
Senior Vice President of Investor Relations, DE Shaw

Tsering Yangki
Head of Real Estate Finance & Development, Dream Unlimited Corp

Aaron Yoon
Assistant Professor of Accounting & Information Management, Kellogg School at Northwestern University

Maryling Yu
Chief Marketing Officer, Backstop Solutions Group

Joyce Zhang
Senior Investment Officer, The Wallace Foundation

2022 Sponsors and Partners

• RPS Venture
• WCAS
• Palladium

DIAMOND:
• Clearlake
• Linden Advisors
• Wells Fargo

PLATINUM:
• D E Shaw & Co
• HarbourVest
• Indus
• Kirkland & Ellis
• Morgan Stanley
• One Rock Capital Partners
• Paladin Capital Group
• Pictet Asset Management
• Sir Investment Associates

GOLD:
• 400 Capital Management
• Acadian
• Aksia
• Arc70 Capital
• Ares
• Artemis
• Cambridge Associates
• CIBC
• Dream
• Fairview Capital
• Goldman Sachs
• Himalaya Capital
• Kabouter
• Kinzie
• LeadingEdge Investment Advisorrrs
• Siris
• Standard General
• Sycamore Tree Capital Partners

TRUSTEE:
• Arkview
• Atlantic Bridge
• Avante
• Bay Street Capital Holdings
• BGV
• Bharcap Partners
• Bivium Capital
• BlackRock
• CaIPERS Capital Group
• Channing Capital Management
• Cohere Capital
• Cypress Capital Group
• Ducenta Squared
• First Republic Bank
• GFT Ventures
• Gratia Capital
• Ironwood Capital
• L2 Capital Partners
• Long Arc Capital
• Lumos
• Moelis & Company
• Nuveen
• Pimco
• TSVC
• UBS
• Xponance

PARTNERS:
• Backstop Solutions
• Cambridge Associate
• Morrison Foerster
• Pacific Western Bank
• Sit Investment Associates