| Monday – October 21st, 2013 |
| | |
| 8:00pm - 10:00pm | Welcome 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 – 9:00am | State of the Global Economy
- Dr. Scott MacDonald, Senior Managing Director, MC Asset Management
|
| | |
| 9:00am – 10:00am | Road 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 |