2025 Conference Agenda
(All times listed in ET)
* Indicates SEO alum
** Indicates SEO Board Member
Pre-Conference Reception (Open to select AICON Attendees)
Please note no walk-ins, luggage or large bags will be allowed. You must show ID and be registered to attend this event.
- Eric Doppstadt, Vice President & Chief Investment Officer, Ford Foundation
- Vanessa Gil, Principal, Grain Management
- William Goodloe**, President & CEO, SEO
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, Kohlberg Kravis Roberts & Co
- Darren Walker, President, Ford Foundation
Thursday, March 13th, 2025
8:15 AM - 9:30 AM
LP Breakfast
Welcome
- William Goodloe**, President & CEO, SEO
Introduction
- Kim Y. Lew, President & Chief Executive Officer, Columbia Investment Management Company
Fireside Chat
- Marcelia Freeman, Investor Relations & Product Management, Clearlake Capital Group
8:45 AM
General Registration Begins
9:55 AM - 10:10 AM
General Welcome
- William Goodloe**, President & CEO, SEO
Emcee
- Charlie Tafoya*, Co-Founder & Chief Executive Officer, Chronograph
10:10 AM - 11:00 AM
Plenary Session
Fireside Chat
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, Kohlberg Kravis Roberts & Co
- Larry Fink, Chairman & Chief Executive Officer, BlackRock
11:20 AM - 12:10 PM
Breakout Panels (I)
Running Concurrently
Navigating Uncertainty: Private Credit Strategies in a Shifting Economy (Breakout Room 1)
In an environment marked by rising interest rates, inflationary pressures, and economic uncertainty, private credit investors must adapt to shifting market dynamics. This panel will explore how leading fund managers and institutional investors are adjusting their strategies to mitigate risk, capitalize on dislocations, and find opportunities in a volatile credit landscape. Panelists will discuss portfolio positioning, sector resilience, and the role of private credit in today’s evolving financial ecosystem.
- Matt Howard, Partner, Investment Funds, Kirkland & Ellis (Moderator)
- Sandor Hau, Managing Director & President of Credit, Charlesbank
- Nikhil Krishnan, Managing Director, Neuberger Berman
- Arlene Shaw, Managing Director, Brightwood Capital Advisors
Navigating the Evolving Investment Landscape: Trends, Strategies, and Opportunities (Breakout Room 2)
The panel will explore opportunities in the current market that are best captured through hedge fund strategies. Topics include diverse investment approaches, market inefficiencies, risk management techniques, macroeconomic trends, and strategies for delivering alpha across various asset classes.
- Rolando Castellanos*, Managing Director & Alternative Investment Strategist, Bank of America (Moderator)
- Priya Kaftan, Head of Investor Relations & Product Strategy, Heard Capital
- Jeffrey Kivitz, Partner & CIO of Canyon Capital Advisors, Canyon Partners, LLC
- Kevin Reevey, Senior Research Analyst, Elizabeth Park Capital Management
- Fernando Vigil*, Chief Investment Officer & Founder, Teca Partners
The New Frontier: Charting AI’s Next Chapter (Breakout Room 3)
Advances in artificial intelligence are having a massive impact across all industries and creating an unprecedented investment opportunity as well as significant risks. This panel will examine the impact artificial intelligence is having across the investment landscape.
- Jasmine Richards, Head of Diverse Manager Investing & Managing Director, Cambridge Associates (Moderator)
- Kenneth Chenault Jr., Co-Founder & Managing Partner, Benchstrength
- Ian Chiu*, Managing Director, Owl Ventures
- Chandini Jain, CEO & Co-Founder, Auquan
Elements Impacting the Evolution and Prospects in the Private Equity Industry (Breakout Room 4)
The panel will explore key factors shaping the private equity industry’s evolution and future outlook. Topics include market trends, regulatory developments, technological advancements, shifting investor priorities, and strategies for navigating challenges and opportunities in the sector.
- Greg Jania, Global Co-Head of Private Equity, APG Asset Management (Moderator)
- Milton Berlinski**, Co-Founder & Managing Partner, Reverence Capital Partners
- Rafael Mason*, Partner, Bain Capital
- Joyce Schnoedl, Partner, Argand Partners
- Chad Strader, Co-Founder & Co-CEO, Red Arts Capital
12:20 PM - 1:10 PM
Breakout Panels (II)
Running Concurrently
Future-Proofing Investors’ Portfolios: Sustainability as a Competitive Advantage (Breakout Room 1)
This panel will explore how sustainability is reshaping investment strategies. Attendees will gain insights into the evolving landscape, investor expectations, and innovative approaches to sustainable investing.
- Joanne Yoo*, Partner, Development Partners International (Moderator)
- Charles Feutray, Vice President, Private Credit, Blue Earth Capital
- Gilbert Garcia, CFA** *, Managing Partner & Chief Investment Officer, Garcia Hamilton & Associates
- Abraham Tiamiyu*, Senior Portfolio Manager, APG Asset Management
- Jimmy Yan, Head of ESG Integration, New York City Comptroller’s Office
Navigating Fundraising and Engagement with LPs (Breakout Room 2)
As the fundraising landscape becomes increasingly competitive, understanding what LPs prioritize is crucial. Hear from investor relations and fundraising professionals about effective LP engagement, breaking into a career in fundraising, and navigating fundraising cycles effectively.
- Robert Holley*, Executive Director, Baltimore City Fire & Police Employees’ Retirement System (Moderator)
- Rahel Ayalew, Director, Investor Relations, Thoma Bravo
- Pamela Brylski*, MD, Head of North America Capital Formation, Helios Investment Partners
- Shavonne Correia, Head of Investor Relations & Marketing, KPS Capital Partners
- Dimia Fogam*, Director, Client and Product Solutions, CVC Capital Partners
The Finance of Entertainment (Breakout Room 3)
The panel will focus on the “Finance of Entertainment”. We will focus on why there has been a shift in the entertainment sector, the opportunities in the space, and how to select proper managers for the opportunity set.
- Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System (Moderator)
- Donatus Anusionwu, Managing Director, Investments, HarbourView
- Jessica Holsey, Managing Director, GCM Grosvenor
- Katie Moore, Managing Director, Hamilton Lane
Unlocking Value in Secondaries: Insights on Market Trends, Deal Flow, and Future Opportunities (Breakout Room 4)
The panel will explore the key factors influencing the growth and future trajectory of Secondary investments. Topics include market dynamics, risk management strategies, evolving investor perspectives, and the potential opportunities and challenges in these sectors of alternative investments.
- Chirag H. Shah*, Managing Director, Campbell Lutyens (Moderator)
- Trey Muldrow, Partner, Weil, Gotshal & Manges
- Simon Oak, Managing Director, Lexington Partners
- Kaitlyn Shao, Vice President, HarbourVest
- Nicole Washington, Partner, Investment Funds, Kirkland & Ellis
1:20 PM - 1:40 PM
Lunch & SEO Reginald F. Lewis Award
Introduction
- William Goodloe**, President & CEO, SEO
Presented By
- Christina Lewis, Founder, Beatrice Advisors, Founder, BFO21, and Vice Chair, Reginald F. Lewis Foundation
Presented To
- Verdun S. Perry** *, Global Head, Blackstone Strategic Partners, Blackstone
1:40 PM - 2:20 PM
Lunch & SEO Reginald F. Lewis Award
Fireside Chat
- Verdun S. Perry** *, Global Head, Blackstone Strategic Partners, Blackstone
- Derek Jones, Vice Chairman, Private Equity Investments, GCM Grosvenor
2:20 PM - 3:10 PM
Plenary Session
Navigating a New Credit Landscape: Risks and Opportunities in 2025
- Elizabeth Reed, Partner & Global Head of the Equity Syndicate Desk, Goldman Sachs
- Kim Trick, Partner & Co-Chief Credit Officer, TPG Twin Brook Capital Partners