2023 Conference Agenda
(All times listed in ET)
* Indicates SEO alum
** Indicates SEO Board Member
6:00 PM - 9:00 PM
Pre-Conference Reception (Open to all AICON Attendees)
- William Goodloe**, President & CEO, SEO
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, KKR
- Eric Doppstadt, Vice President & Chief Investment Officer, Ford Foundation
- Darren Walker, President, Ford Foundation
- Roy Swan, Director, Mission Investments, Ford Foundation
Wednesday, April 5th, 2023
8:00 AM - 9:15 AM
LP Breakfast
Welcome
- William Goodloe**, President & CEO, SEO
Introduction
- Tim Recker, Chief Investment Officer & Treasurer, The James Irvine Foundation
Fireside Chat
- Chris Lee** *, Head of Real Estate Americas, KKR
- Kim Y. Lew, Chief Executive Officer & President, Columbia Investment Management Company
Closing Remarks
- Andrew Fairbairn*, Executive Vice President, SEO
- Dakotah Rice*, Founder & Chief Executive Officer, Poolit
8:30 AM
General Registration Begins
9:30 AM - 9:45 AM
Opening Session
General Welcome
- William Goodloe**, President & CEO, SEO
Emcee
- Pamela Brylski*, Head of Family Offices, Endowments & Foundations, Shenkman Capital
9:45 AM - 10:35 AM
Plenary Session
Fireside Chat
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, KKR
- Adebayo Ogunlesi, Founding Partner, Chairman & Chief Executive Officer, Global Infrastructure Partners
10:45 AM - 11:35 AM
Breakout Panels (I)
Running Concurrently
(I) The Growing Importance of Alternative Investments for Life Insurance Companies (Breakout Room 1)
The symbiotic relationship between Life Insurance companies and the Alternative Investments Industry continues to expand. Life Insurance Companies seek long term investments to match their long term liabilities. Leading Managers in the Alternatives space are looking to partner with stable sources of long term investment capital. Successful placement of Alternatives with Life Insurance companies requires a clear understanding of their investment goals and regulatory constraints. Our panel of leading industry players will help you get there.
- Ramsey Smith** * (Moderator), Founder, ALEX.fyi
- Juliya Chekmarova, Managing Director, Ardea Partners
- Scott Jeffreys, Director, Insurance and Strategic Finance, KKR
- Craig Sabal, Deputy Chief Investment Officer, New York Life Insurance Company
- Kelly A. Saltzgaber, Executive Vice President & Chief Investment Officer, Genworth Financial
(II) GP Stakes (Breakout Room 2)
This panel will explore General Partner stakes in Private Equity businesses with a dynamic discussion around the history/evolution of GP stakes, how panelists identify businesses to invest in, incentives for businesses to give up equity, and outlook/areas of opportunities for the next generation of Private Equity businesses.
- Elizabeth Browne (Moderator), Managing Director, GCM Grosvenor
- Sarah Davidoff, Partner, Ropes & Gray
- Shohana Jannat*, Managing Director, Ardea Partners
- Yup S. Kim, Investment Director, CalPERS Private Equity
- Sean Ward, Senior Managing Director, Blue Owl Capital
(III) Hedge Fund (Breakout Room 3)
Leading hedge fund managers from a diverse set of investment specialties will share their insights on opportunities in the current market that are best captured through hedge fund strategies.
- Mark Sutterlin (Moderator), Head of Hedge Fund Origination & Product Management, Bank of America
- Keith Friedman, Managing Director, GCM Grosvenor
- Dennis Jean-Jacques, Founder & Chief Investment Officer, Ocean Park Investments
- Priya Kaftan, Head of Investor Relations & Product Strategy, Heard Capital
- Andy McElaney, Partner, The Baupost Group
(IV) Private Equity (Breakout Room 4)
Our panelists discuss how they are thinking about managing their portfolios in light of recent macro events, credit events, and the changing interest rate landscape.
- Robert Holley* (Moderator), Senior Investment Officer, Baltimore Fire and Police Employees’ Retirement System
- Heather Faust, Managing Partner & Co-Founder, Argand Partners
- Joseph Haslip, Managing Director, Valor Equity Partners
- Jennifer Hoh, Managing Director, Providence Equity Partners
11:45 AM - 12:35 PM
Breakout Panels (II)
Running Concurrently
(I) Secondaries (Breakout Room 1)
Competition in the Secondaries market is rising fast with more participants and larger fund sizes. These trends are expected to continue thanks to an ever-more diverse seller universe and persistent need for portfolio management solutions. Demand within the asset class is set against a backdrop of geopolitical and macroeconomic uncertainty. Our panelists discuss the challenges and opportunities for secondary buyers in the current environment.
- Gerald Cooper (Moderator), Partner, Campbell Lutyens
- Rikesh Mohandoss, Partner, Glendower Capital
- Trey Muldrow, Partner, Weil, Gotshal & Manges
- Josh Nabatian, Partner, Arcadia Investment Partners
- Simon Oak, Principal, Lexington Partners
(II) Attracting Capital as an Emerging Manager (Breakout Room 2)
As Emerging Managers look to break out on their own, fund allocators look for their ability to source, close, and manage transactions successfully. Join our panel as they discuss the challenges Emerging Managers face as they attempt to maintain their stellar track records without the infrastructure of an established fund.
- Miguel Silva (Moderator), Investment Officer, CalPERS
- Gabriel de Alba, Founder & Managing Partner, GDA Luma
- Andre Rice, President, Muller & Monroe Asset Management
- Bharath Srikrishnan, Founder & Managing Partner, BharCap Partners
- Eric Taylor, Founder, Chief Executive Officer & Chief Investment Officer, Trident
(III) Credit (Breakout Room 3)
Leading Credit Fund Managers will provide insights to the current market and outline the opportunities their strategies look to capture amid today’s volatile market landscape.
- Mandy Pan (Moderator), Vice President, J.P. Morgan Alternative Asset Management
- Andre A. Hakkak, Chief Executive Officer & Co-Founder, White Oak Global Advisors
- Milwood Hobbs, Jr., Managing Director & Head of North American Sourcing & Origination, Oaktree Capital Management
- Soo Kim, Managing Partner & Chief Investment Officer, Standard General
- Sengal Selassie*, Chief Executive Officer & Founder, Brightwood Capital Advisors
(IV) Venture Capital (Breakout Room 4)
The last few years have been historic times for the venture capital industry. We’ve seen valuations fluctuate, billion-dollar enterprises fall and long-standing banks collapse – all having significant second-order effects on the industry. In this panel, we’ll have experts from a variety of different functions within VC breaking down the market we’re currently in and what to expect in the coming years.
- Jon Smith (Moderator), Vice President, 645 Ventures
- David R. Jones, Co-Founder, President & Chief Executive Officer, CastleOak Securities
- Thomas V. Kennedy, Chief Investment Strategist, J.P. Morgan
- Marcus Lindroos, Principal, Primary Investments, Adams Street Partners
- Anouk Van Der Boor, Managing Director, Private Partnerships, The Rockefeller University
12:45 PM - 1:05 PM
Lunch & Reginald F. Lewis Award
Introduction
- William Goodloe**, President & CEO, SEO
Presented By
- Loida N. Lewis, Chair, Reginald F. Lewis Foundation
Presented To
- David Grain, Chief Executive Officer & Founder, Grain Management
1:05 PM - 1:50 PM
Lunch & Reginald F. Lewis Award
Fireside Chat
- David Grain, Chief Executive Officer & Founder, Grain Management
- Verdun S. Perry** *, Global Head, Blackstone Strategic Partners
1:50 PM - 2:40 PM
Plenary Session
Family Office CIO Roundtable
- David Chiang (Moderator), Chief Investment Officer, Pritzker Family Foundations
- Alisa Mall, Chief Investment Officer, Dell Family Office
- Bei Saville, Chief Investment Officer, Advance Treasury and Fingerboard Family Office
2:40 PM - 3:30 PM
Plenary Session
Public Pensions & Endowments Roundtable
- Runa Alam (Moderator), Co-Founder & Chief Executive Officer, Development Partners International
- Steven Meier, Chief Investment Officer & Deputy Comptroller for Asset Management, Office of NYC Comptroller
- Pamela Pavkov, Partner, TPG Next
- Kimberly Sargent, Chief Investment Officer, The David & Lucile Packard Foundation
3:50 PM - 4:40 PM
Breakout Panels (III)
Running Concurrently
(I) Real Estate (Breakout Room 1)
Accomplished commercial real estate investors will provide insights into the opportunity set for their strategies and how they are positioned amid today’s changing landscape. Panelists will also highlight their edge in identifying attractive investments across sectors of the commercial real estate market.
- Andrew Mitro (Moderator), Partner, StepStone Group
- Danita Johnson, Managing Director, Real Assets, Maryland State Retirement and Pension System
- Eric Requenez, Partner, Ropes & Gray
- Lenny Stokes, Managing Director, Clover Capital
- Careina Williams*, Managing Director, Sundance Bay
(II) Sustainable Investing (Breakout Room 2)
This panel will explore the role of alternatives in sustainable investing as we emerge from a world of pandemic and geopolitical tensions. It will discuss the diversity of approaches to sustainable investing among the panelists as well as the role of diversity within each organization’s approach.
- Joanne Yoo* (Moderator), Partner, Development Partners International
- Angelo Acconcia, Partner, ArcLight
- Justin Conway, Vice President, Investment Partnerships, Calvert Impact Capital
- Lila Preston, Partner & Head of Growth Equity, Generation Investment Management
- Radhika Shroff, Managing Director, Private Equity Impact Investing, Nuveen
(III) Stepping Out With Fund I (Breakout Room 3)
Founders, consultants, and allocators speak about what potential or current founders need to think about as they are forming their funds. The discussion ranges from how to build a firm and raise a first time fund when you can’t walk with your track record to finding allocators and programs that may be the best match.
- Yokasta Segura-Baez (Moderator), Managing Director, Investor Relations, ArcLight
- Patricia Miller Zollar, Managing Director, Neuberger Berman
- David Perez, Co-Founder & Managing Partner, Avance Investment Management
- Sanjiv Shah, Managing Director, HarbourVest Partners
- Fernando Vigil*, Managing Partner & Chief Investment Officer, Teca Partners
(IV) Breaking Into The Buyside (Breakout Room 4)
An insightful discussion around uncovering and landing job opportunities within the Alternative Investments sector. With the space becoming increasingly competitive, learning the industry landscape and developing a blueprint for navigating the recruiting process are key to securing these opportunities.
- Jose Arredondo* (Moderator), Principal, Warburg Pincus
- Milo Dee, Principal, Berkshire Partners
- Stacy Levine, Partner, Amity Search Partners
- Martha Masiarz, Vice President, Odyssey Search Partners
- Nellie McCullough, Principal, Henkel Search Partners
4:40 PM - 6:00 PM
Networking Cocktail Reception
All Day
Networking
1:1 LP/GP Meetings
Pre-Conference Reception (Open to all AICON Attendees)
- William Goodloe**, President & CEO, SEO
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, KKR
- Eric Doppstadt, Vice President & Chief Investment Officer, Ford Foundation
- Darren Walker, President, Ford Foundation
- Roy Swan, Director, Mission Investments, Ford Foundation
8:00 AM - 9:15 AM
LP Breakfast
Welcome
- William Goodloe**, President & CEO, SEO
Introduction
- Tim Recker, Chief Investment Officer & Treasurer, The James Irvine Foundation
Fireside Chat
- Chris Lee** *, Head of Real Estate Americas, KKR
- Kim Y. Lew, Chief Executive Officer & President, Columbia Investment Management Company
Closing Remarks
- Andrew Fairbairn*, Executive Vice President, SEO
- Dakotah Rice*, Founder & Chief Executive Officer, Poolit
8:30 AM
General Registration Begins
9:30 AM - 9:45 AM
Opening Session
General Welcome
- William Goodloe**, President & CEO, SEO
Emcee
- Pamela Brylski*, Head of Family Offices, Endowments & Foundations, Shenkman Capital
9:45 AM - 10:35 AM
Plenary Session
Fireside Chat
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, KKR
- Adebayo Ogunlesi, Founding Partner, Chairman & Chief Executive Officer, Global Infrastructure Partners
10:45 AM - 11:35 AM
Breakout Panels (I)
Running Concurrently
(I) The Growing Importance of Alternative Investments for Life Insurance Companies (Breakout Room 1)
The symbiotic relationship between Life Insurance companies and the Alternative Investments Industry continues to expand. Life Insurance Companies seek long term investments to match their long term liabilities. Leading Managers in the Alternatives space are looking to partner with stable sources of long term investment capital. Successful placement of Alternatives with Life Insurance companies requires a clear understanding of their investment goals and regulatory constraints. Our panel of leading industry players will help you get there.
- Ramsey Smith** * (Moderator), Founder, ALEX.fyi
- Juliya Chekmarova, Managing Director, Ardea Partners
- Scott Jeffreys, Director, Insurance and Strategic Finance, KKR
- Craig Sabal, Deputy Chief Investment Officer, New York Life Insurance Company
- Kelly A. Saltzgaber, Executive Vice President & Chief Investment Officer, Genworth Financial
(II) GP Stakes (Breakout Room 2)
This panel will explore General Partner stakes in Private Equity businesses with a dynamic discussion around the history/evolution of GP stakes, how panelists identify businesses to invest in, incentives for businesses to give up equity, and outlook/areas of opportunities for the next generation of Private Equity businesses.
- Elizabeth Browne (Moderator), Managing Director, GCM Grosvenor
- Sarah Davidoff, Partner, Ropes & Gray
- Shohana Jannat*, Managing Director, Ardea Partners
- Yup S. Kim, Investment Director, CalPERS Private Equity
- Sean Ward, Senior Managing Director, Blue Owl Capital
(III) Hedge Fund (Breakout Room 3)
Leading hedge fund managers from a diverse set of investment specialties will share their insights on opportunities in the current market that are best captured through hedge fund strategies.
- Mark Sutterlin (Moderator), Head of Hedge Fund Origination & Product Management, Bank of America
- Keith Friedman, Managing Director, GCM Grosvenor
- Dennis Jean-Jacques, Founder & Chief Investment Officer, Ocean Park Investments
- Priya Kaftan, Head of Investor Relations & Product Strategy, Heard Capital
- Andy McElaney, Partner, The Baupost Group
(IV) Private Equity (Breakout Room 4)
Our panelists discuss how they are thinking about managing their portfolios in light of recent macro events, credit events, and the changing interest rate landscape.
- Robert Holley* (Moderator), Senior Investment Officer, Baltimore Fire and Police Employees’ Retirement System
- Heather Faust, Managing Partner & Co-Founder, Argand Partners
- Joseph Haslip, Managing Director, Valor Equity Partners
- Jennifer Hoh, Managing Director, Providence Equity Partners
11:45 AM - 12:35 PM
Breakout Panels (II)
Running Concurrently
(I) Secondaries (Breakout Room 1)
Competition in the Secondaries market is rising fast with more participants and larger fund sizes. These trends are expected to continue thanks to an ever-more diverse seller universe and persistent need for portfolio management solutions. Demand within the asset class is set against a backdrop of geopolitical and macroeconomic uncertainty. Our panelists discuss the challenges and opportunities for secondary buyers in the current environment.
- Gerald Cooper (Moderator), Partner, Campbell Lutyens
- Rikesh Mohandoss, Partner, Glendower Capital
- Trey Muldrow, Partner, Weil, Gotshal & Manges
- Josh Nabatian, Partner, Arcadia Investment Partners
- Simon Oak, Principal, Lexington Partners
(II) Attracting Capital as an Emerging Manager (Breakout Room 2)
As Emerging Managers look to break out on their own, fund allocators look for their ability to source, close, and manage transactions successfully. Join our panel as they discuss the challenges Emerging Managers face as they attempt to maintain their stellar track records without the infrastructure of an established fund.
- Miguel Silva (Moderator), Investment Officer, CalPERS
- Gabriel de Alba, Founder & Managing Partner, GDA Luma
- Andre Rice, President, Muller & Monroe Asset Management
- Bharath Srikrishnan, Founder & Managing Partner, BharCap Partners
- Eric Taylor, Founder, Chief Executive Officer & Chief Investment Officer, Trident
(III) Credit (Breakout Room 3)
Leading Credit Fund Managers will provide insights to the current market and outline the opportunities their strategies look to capture amid today’s volatile market landscape.
- Mandy Pan (Moderator), Vice President, J.P. Morgan Alternative Asset Management
- Andre A. Hakkak, Chief Executive Officer & Co-Founder, White Oak Global Advisors
- Milwood Hobbs, Jr., Managing Director & Head of North American Sourcing & Origination, Oaktree Capital Management
- Soo Kim, Managing Partner & Chief Investment Officer, Standard General
- Sengal Selassie*, Chief Executive Officer & Founder, Brightwood Capital Advisors
(IV) Venture Capital (Breakout Room 4)
The last few years have been historic times for the venture capital industry. We’ve seen valuations fluctuate, billion-dollar enterprises fall and long-standing banks collapse – all having significant second-order effects on the industry. In this panel, we’ll have experts from a variety of different functions within VC breaking down the market we’re currently in and what to expect in the coming years.
- Jon Smith (Moderator), Vice President, 645 Ventures
- David R. Jones, Co-Founder, President & Chief Executive Officer, CastleOak Securities
- Thomas V. Kennedy, Chief Investment Strategist, J.P. Morgan
- Marcus Lindroos, Principal, Primary Investments, Adams Street Partners
- Anouk Van Der Boor, Managing Director, Private Partnerships, The Rockefeller University
12:45 PM - 1:05 PM
Lunch & Reginald F. Lewis Award
Introduction
- William Goodloe**, President & CEO, SEO
Presented By
- Loida N. Lewis, Chair, Reginald F. Lewis Foundation
Presented To
- David Grain, Chief Executive Officer & Founder, Grain Management
1:05 PM - 1:50 PM
Lunch & Reginald F. Lewis Award
Fireside Chat
- David Grain, Chief Executive Officer & Founder, Grain Management
- Verdun S. Perry** *, Global Head, Blackstone Strategic Partners
1:50 PM - 2:40 PM
Plenary Session
Family Office CIO Roundtable
- David Chiang (Moderator), Chief Investment Officer, Pritzker Family Foundations
- Alisa Mall, Chief Investment Officer, Dell Family Office
- Bei Saville, Chief Investment Officer, Advance Treasury and Fingerboard Family Office