Venue
The Ritz-Carlton, Half Moon Bay
The Ritz-Carlton, Half Moon Bay, 1 Miramontes Point Rd, Half Moon Bay, CA 94019, USA

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Event Date Mon Apr 15 MDT - Wed Apr 17 MDT (8 months ago)
In your timezone (EST): Mon Apr 15 2:00am - Wed Apr 17 2:00am
Location The Ritz-Carlton, Half Moon Bay
1 Miramontes Point Rd, Half Moon Bay, CA 94019, USA
Region Americas
Details

The event brings allocators and managers together in an optimized environment. We’ll be exploring the challenges facing the investment management industry including higher interest rates, high inflation, the threats of market volatility, geopolitical instability, and a looming global recession.

Why you should attend:
• Finely balanced ratio of 1:1 investors/investment consultants to asset managers
• Numerous networking receptions and meeting opportunities
• Topical, curated content and industry-leading speakers

Speakers

2024 Speakers

KEYNOTE SPEAKERS:

Michael Shackelford
Chief Investment Officer, Public Employees Retirement Association of New Mexico

John Skjervem
Chief Investment Officer, Utah Retirement Systems

ALLOCATOR AND CONSULTANT SPEAKERS:

Joe Aguilar
Chief Investment Officer, Illinois State Treasurer

Mary Bates
Managing Principal / Private Markets Consultant, Meketa

Janet Becker-Wold, CFA
Senior Vice President and Manager, Callan LLC

Chason Beggerow
Global Leader – Co-investments and Secondaries, Mercer

Nicholas Brown
Investment Portfolio Manager, CSAA Insurance Group

Jeff Cho
Managing Director, Portfolio Advisors

Andrew Collins
Director, ESG Investing, San Francisco Employees' Retirement System

Steven Cottle
Senior Investment Consultant, Segal Marco Advisors

Steve Davis, CFA, CAIA
Chief Investment Officer, Sacramento County Employees’ Retirement System

George Emerson
Senior Investment Officer, SCERS

Natalie Fitch
Principal, Fund Investments, Hamilton Lane

Tracy Fong
Partner, Head of Private Markets, Albourne

Dhinesh Ganapathiappan
Senior Investment Officer, City of San Jose

Sarita Gosrani
Director of ESG and Responsible Investing, bfinance

Mike Green
Director, Carbon Markets, Native

Daniel Hennessy
Senior Consultant, NEPC, LLC

Chae Hong
Partner, The Townsend Group

Elmer Huh
Chief Investment Officer, M.J. Murdock Charitable Trust

Christine Knezevic
Senior Investment Analyst, University of Nebraska Foundation

Michael Kosoff
Senior Research Analyst, AndCo Consulting

Kris Kowal
Managing Director & Chief Investment Officer, Dupont Capital Management

Mike Krems
Partner, Private Equity Portfolio Strategies, Aksia CA LLC

Anna Langs
Managing Director, Asset Allocation, San Francisco Employees' Retirement System (SFERS)

Todd Lapenna
Partner, Infrastructure & Real Assets, StepStone Group

Kathryn Liao
Managing Principal, Infrastructure and Energy, Allstate Investments

David Lindberg
Managing Director, Wilshire

Farouki Majeed
Chief Investment Officer, Ohio School Employees Retirement System

Jamil McNeal
Director of Investments - Credit and Private Markets, True North Advisors

Brian Miller
Senior Investment Officer, Sacramento County Employees' Retirement System

Eileen Neill
Managing Director, Senior Consultant, Verus Investments

James Nield
Chief Risk Officer, Senior Managing Director Risk & Portfolio Management, Teacher Retirement System of Texas

Emma Norchet
Director, Teachers' Venture Growth, Ontario Teachers' Pension Plan

Paul O’Brien
Board Member, Wyoming Retirement System

Justin Parzuchowski
Senior Portfolio Manager, Private Equity, Utah Retirement Systems

Maurice Perry
Managing Director, Ascension Investment Mangement

Erick Podwill
Vice President, Canterbury Consulting

Steve Pulley
Senior Investment Officer, Arkansas State Treasury

Maggie Ralbovsky
Managing Director, Wilshire Advisors

Abhishek Rane
Associate Director of Strategy & Risk Management, Ascension Investment Management

Avery Robinson
Senior Vice President, Co-Head of Real Assets Consulting, Callan

Casey Rogstad
Senior Investment Analyst, Wyoming Retirement System

Sheila Ryan
Partner, Cambridge Associates

Jason Sammet
Portfolio Director Diversifying Assets, Advocate Health

Brandon Turner
Senior Portfolio Analyst, Arizona Public Safety Personnel Retirement System

Don Walker
Executive Vice President/Chief Investment Officer, The Board of Pensions of the Presbyterian Church (U.S.A.)

Jefferson Weston
Portfolio Manager - Real Estate & Real Assets, Arizona PSPRS

Larry Witt
Managing Principal, Consultant, Meketa Investment Group

Christina Wu
Deputy Chief Investment Officer, Dallas Police and Fire Pension System

Zhuoying (Joy) Xu, CFA
Vice President of Strategic Asset Allocation and Fixed Income, Verizon Investment Management Corp. (VIMCO)

MANAGER SPEAKERS:

Angelo Acconcia
Partner, ArcLight Capital

Idanna Appio, Ph.D.
Portfolio Manager and Senior Research Analyst, First Eagle Investments

Mark Braganza
Partner, EQT

Dan Brocklebank
Partner and Head of Orbis UK, Orbis

Rob Brown
Portfolio Manager, ArrowMark Partners

Greg Calhoun
Managing Director, Infrastructure Investments, Fengate

Beau Coash
Institutional Portfolio Manager, Team Lead, Fixed Income, Fidelity

Kristopher Dawsey
SVP, Head of Economic Research, D. E. Shaw

Charlie Donovan
Senior Economic Advisor, Impax Asset Management

Cathy Gao
Partner, Sapphire Ventures

Maxwell Gold
Head of Gold Strategy, State Street Global Advisors

Alona Gornick
Managing Director, Senior Investment Strategist, Churchill Asset Management

Steven Gray
Head of Global Emerging Markets and Regional Asia Value Equities, EastSpring Investments

Michael Green
Portfolio Manager, Chief Strategist, Simplify

Marek Guizot
Principal, Timberland, Stafford Capital Partners

Brett Hickey
Founder & CEO, Star Mountain Capital

Damian Jacobs
Partner, Kirkland & Ellis

Annie Joyce
Head of ESG, Amundi US

Scott Litman
Managing Director, Infrastructure Investments, GCM Grosvenor

Michel Lowy
Co-Founder & Global Portfolio Manager, SC Lowy

Marina Mets
Head of Americas, Fixed Income & Multi Asset Product Management & Research, FTSE Russell

Karen Page
General Partner, B Capital

Ben Perl
Global Co-Head of Secondary Private Equity, Neuberger Berman

Ken Pontarelli
Asset & Wealth Management, Goldman Sachs Asset Management

Amar Reganti
Managing Director & Fixed Income Strategist, Wellington Management

Toni Rinnevaara
Partner, Chief Investment Officer, American Industrial Partners

Juan Luis Rivera
Managing Partner, Patria

Allan Schweitzer
Portfolio Manager, Beach Point Capital Management

Jonathan Segal
Chief Investment Officer, HIghbridge Capital Management

Daniel Siluk
Head of Global Short Duration & Liquidity, Portfolio Manager, Janus Capital Management

Stephen Sloan
Global Head of Secondaries, Portfolio Advisors

Marc Sole
Deputy CIO, Soundpoint Capital

Darrell Spence
Economist, Capital Group

Michael Steingold
Director, Private Markets, Russell Investments

Herbert Yancey
Director at The International Woodland Company, BNP Paribas

Zhang Zhang
Investment Analytics & Data Science Director, Polen Capital

Sponsors & Partners

2024 Sponsors

HEADLINE SPONSORS:
• BlackRock
• Manulife Investment Management
• Star Mountain Capital

PLATINUM SPONSORS:
• Abrdn
• American Industrial Partners
• Amundi Asset Management
• ArcLight Capital
• ArrowMark Partners
• B Capital
• Beach Point Capital Management
• BNP Paribas Asset Management
• Capital Group
• Eastspring Investments
• EQT Partners
• Fengate Asset Management
• Fidelity Institutional
• First Eagle Investments
• FTSE Russell
• GCM Grosvenor
• Goldman Sachs Asset Management
• Impax Asset Management
• Janus Henderson Investors
• J.P. Morgan Asset Management
• Kirkland & Ellis
• Neuberger Berman
• Nuveen
• Orbis
• Patria
• Polen Capital
• Portfolio Advisors
• Russell Investments
• Sapphire Ventures
• SC Lowy
• Simplify
• Sound Point Capital Management
• Stafford Capital Partners
• State Street Global Advisors
• The D.E. Shaw Group
• Wellington Management Company

NETWORKING SPONSORS:
• American Securities
• Aristeia Capital
• Jane Street
• Newton Investment Management
• Palmer Square Capital Management
• Principal Asset Management
• Stewart Investors

GOLD SPONSORS:
• Antares
• Antin Infrastructure Partners
• Archimed
• Ares
• Bailie Gifford
• Barings
• Baron Funds
• Bertram Capital
• Blue Owl
• Boston Partners
• BP Energy Partners
• Bridgewater Associates
• Brown Advisory
• Camden Asset Management
• Centre Lane Partners
• Cerberus
• Columbia Management Investment Advisers, LLC
• Edelweiss
• General Atlantic
• GMO
• Hines
• Income Research & Management
• Invesco
• Jennison Associates
• Legal and General Investment Management America
• Lexington Partners
• Lombard Odier Investment Managers
• Loomis Sayles & Co
• Los Angeles Capital Management
• Mackay Shields
• Macquarie Asset Management
• Man Group
• Morgan Stanley
• Nicholas Investment Partners
• PE Investments
• PGIM Fixed Income
• PGIM Quantitative Solutions
• Pharmakon Advisors
• RBC Global Asset Management
• Rithm Capital
• Robeco
• S&P Dow Jones Indices
• SkyKnight Capital
• Stepstone Group
• Stone Harbor Investment Partners
• Tetragon Investment Management
• Voya Investment Management
• Waterfall Asset Management