Roadmap to Success: Investing in a Global Recovery - Program Guide

Monday – October 21st, 2013
  
8:00pm - 10:00pmWelcome Reception
  • Mike Honda, Congressman, 17th Congressional District, State of California
  
Tuesday – October 22nd, 2013
  
8:00am – 8:15am

Opening Remarks

  • Chris Chan, President, Association of Asian American Investment Managers
  • Clayton Jue, CEO and CIO, Leading Edge Investment Advisors, LLC
  
8:15am – 9:00amState of the Global Economy
  • Dr. Scott MacDonald, Senior Managing Director, MC Asset Management
  
9:00am – 10:00amRoad to Recovery: Mapping Out the Global Recovery
  • Chris Ailman, Chief Investment Officer, California State Teachers’ Retirement System
  • Gretchen Tai, Vice President, Chief Investment Officer Hewlett-Packard Company
  • David Kushner, Chief Investment Officer, LACERA
  • Perrin Lim, Sr. Fixed Income Investment Officer, Oregon State Treasury
Moderator: Mark Okada, Managing Director, Highland Capital

  
10:00am – 10:30am

Navigating the Regulatory Landscape

  • Bryan Cartwright, Partner, Financial Services, Moss Adams LLP
  • Sook Young Yeu, Partner, Orrick Herrington & Sutcliffe
  • David Tang, Partner, Sidley Austin LLP
Moderator: Ian Asvakovith, CPA, Co-Founder and Chief Executive Officer, Piedmont Fund Services

  
10:45am – 11:45am

Paving the Way: Driving Success for Emerging Managers

  • Diana Liu, General Counsel, Artemis Real Estate Partners
  • Solange Brooks, Portfolio Manager, Investments Executive Unit, CalSTRS
  • Kelvin Liu, Director, Invesco Capital Partners
  • Laurie Weir, Senior Portfolio Manager, Targeted Investment Programs, CalPERS
Moderator: Dolph Hellman, Orrick Herrington & Sutcliffe

  
12:00pm – 1:30pm

Resilience in the Recovery: Keynote, Luncheon and Award Ceremony
Program Emcee: Gordon Liao, Principal, Baird Capital

  • Champion Award Presentation
    An award highlighting excellence in support of greater diversity and inclusion in investment management
    • Award Recepient: CalSTRS
      • presented by Clayton Jue, CEO and CIO, Leading Edge Investment Advisors, LLC and Sanjiv Shah, Managing Director, Bank of America Merrill Lynch Capital Access Fund
  • Trailblazer Award
    An award recognizing women who are working to break down barriers to great inclusiveness in the field of investment management. This award is a joint effort between AAAIM and WAVE.

    Presenters:
    • Maeley Tom, Co-Founder, Association of Asian American Investment Managers
    • Yue Bonnet, Vice President, Palladium Equity Partners

    Awardees:
    • Barbara Krumsiek, President & CEO, Calvert Investments
      • Presented by Cesar Gonazales, Senior Vice President, FIS
    • Kelly M. Williams, Managing Director, Credit Suisse Customized Fund Investment Group
      • Presented by Brenda Chia, Venture Partner, Paladin Capital (Asia), LLC
    • Rosie Rios, Department of the Treasury
      • Presented by Ginger Lew, Managing Director, Enduring Hydro
  • Keynote Speaker
    • Timothy J. Roemer, Former six-term U.S. Representative, Indiana's 3rd Congressional District & Former Ambassador to Importance of Diversity in Financial Services – An Interview with John Chiang, State Controller, State of California
    • Interviewer: David Fann, President & Chief Executive Officer, Torrey Cove Capital Partners
  
1:45pm – 2:45pm 

Start-up to Success: The Latest in Entrepreneurial Trends

  • David Yuan, General Partner, Technology Crossover Ventures
  • Jeremy Liew, Partner, Lightspeed Venture Partners
  • Chen Yu, MD, MBA, Managing Partner, VIVO Ventures
  • Michael N C Liang, Ph.D, Partner, Baird Capital
Moderator: Hanson Li, Hina Group

  
3:00pm – 4:00pm

Asset Class Spotlight: Breakout Sessions

Real Assets

  • Yat Pang Au, CEO & Founder, Veritas Investments Inc.
  • Kenji Kobayashi, Chief Operating Officer, MC Asset Management, LLC
  • Edward Yrure, Portfolio Manager, Investment Team, CalPERS
  • Jarvan Shen, Managing Principal, Mount Auburn Capital
Moderator: Bennett Kim, Chief Investment Officer and Managing Principal, Big Rock Capital Partners

Private Equity
  • Carty Chock, Co-Founder and Partner, Clearpoint Investment Partners
  • Michael J. Moy, Managing Director, Pension Consulting Alliance, Inc.
  • Christopher Yang, Managing Partner, Grove Street Advisors, LLC
  • Tony W. Lee, Managing Partner, One Rock Capital Partners, LLC
Moderator: Quinn Moss, Partner, Orrick, Herrington & Sutcliffe

Hedge Funds
  • Ed Robertiello, Senior Portfolio Manager Absolute Return Strategies, CalPERS
  • Andrew E. Fisch, Chief Investment Officer, Hedge Fund of Funds Group, SSARIS Advisors, LLC
  • Jim Creighton, Partner, Head of Research, Manifold Partners
Moderator: Susan Soh, Partner, Perella Weinberg Partner