2026 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.
- William Goodloe**, President & CEO, SEO
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, Kohlberg Kravis Roberts & Co
- Eric Doppstadt, Vice President & Chief Investment Officer, Ford Foundation
8:15 AM - 9:30 AM
LP Breakfast
Welcome
- Chavon Sutton*, Managing Director, Cambridge Associates
Introduction
- William Goodloe**, President & CEO, SEO
Fireside Chat
- Hythem T. El-Nazer**, Co-Managing Partner, TA Associates (Moderator)
- Michelle Knudsen, Chief Investment Officer, New York University
- Lane MacDonald, Chief Investment Officer, SCS Financial Services
8:45 AM
General Registration Begins
9:55 AM - 10:10 AM
General Welcome
- William Goodloe**, President & CEO, SEO
10:10 AM - 11:00 AM
Plenary Session
The Evolution, Opportunity, & Future of Sports and Entertainment Investing
- Taj J. Clayton** *, Partner and Chairman of the Litigation & Trial Department in Texas, Latham and Watkins, LLP (Moderator)
- Larry Fitzgerald Jr., Co-Founder, Trenches Capital Management
- Leon Henderson, Jr., Managing Director, Private Wealth Management, Global Sports & Entertainment Director, Morgan Stanley
- Lorine Pendleton, Founder & Managing Partner, 125 Ventures
11:00 AM - 11:50 AM
Plenary Session
Fireside Chat
- Henry R. Kravis**, Co-Founder & Co-Executive Chairman, Kohlberg Kravis Roberts & Co
- Philippe Laffont, Founder & Portfolio Manager, Coatue Management
12:10 PM - 1:00 PM
Breakout Panels (I)
Running Concurrently
(I) Private Credit’s Next Frontier: Scaling in a Higher-Rate World (Breakout Room 1)
This panel explores how private credit continues to expand as traditional lenders pull back. Leaders across direct lending, opportunistic credit, and specialty finance discuss return expectations, deal structures, risk management, and where private credit fits in the modern capital stack.
- Ibrahim Chaudry, Senior Vice President, Capital Formation, Oaktree Capital Management (Moderator)
- Chris Clark, Managing Director & Associate Portfolio Manager, Onex
- William Im, Managing Director, Private Credit, Canyon Partners
- Grishma Parekh*, Managing Director & Co-Head of North American Core Senior Lending, HPS Investment Partners
- Josh Swidler, Managing Director, Co-CIO – Credit, Reverence Capital Partners
(II) The New IR Mandate: From Capital Raising to Long-Term LP Partnership (Breakout Room 2)
Investor Relations has evolved well beyond capital formation into a strategic function centered on trust, transparency, and long-term partnership. This panel will explore how leading IR teams are adapting their approach to meet rising LP expectations around communication, data, and alignment—while strengthening relationships across market cycles.
- Kirk Sims, Managing Director, Head of Emerging Managing Program, Teacher Retirement System of Texas (Moderator)
- Shavonne Correia, Global Head of Investor Relations & Marketing, KPS Capital Partners
- Natalie Harvard, Head of Investor Relations & Partner, Oak Hill Advisors
- Ryan Lavin, Managing Director, TPG Client & Capital Formation, TPG
- Sengal Selassie, CEO & Founder, Brightwood Capital Advisors
(III) The AI-Powered VC Stack: From Deal Flow to LP Experience (Breakout Room 3)
In 2026, AI is becoming a force multiplier for venture firms, expanding coverage and increasing leverage from deal flow through internal operations, portfolio work, and the LP experience. Panelists will share what’s live today, what’s next on their roadmap, and how they balance speed with accuracy and trust as adoption scales.
- Ian Chiu*, Managing Partner, Owl Ventures (Moderator)
- Richard Bohny, Principal, Carlyle AlpInvest
- Aaron Holiday, Co-Founder & Managing Partner, 645 Ventures
- Charlie Tafoya*, Co-Founder & Chief Executive Officer, Chronograph
- Jarrid Tingle*, Managing Director, Harlem Capital
(IV) Value Creation 2.0: How PE Firms Are Winning in a Slower Economy (Breakout Room 4)
With fundraising tightening and deal flow shifting, private equity leaders break down how they are driving operational improvements, deploying capital, and evaluating exits. The discussion will highlight emerging playbooks for value creation, data-driven portfolio management, and sector specialization.
- Valerie Red-Horse Mohl, Deputy Chief Investment Officer, Bureau of Asset Management – Office of New York City Comptroller (Moderator)
- Yue Bonnet*, Senior Managing Director & Head of Investments, Ariel Alternatives
- Heather Faust, Co-Founder & Managing Partner, Argand Partners
- Joseph Haslip, Managing Director, Valor Equity Partners
- David Perez, Co-Founder & Managing Partner, Avance Investment Management
1:10 PM - 1:30 PM
Lunch & SEO Reginald F. Lewis Award
Introduction
- William Goodloe**, President & CEO, SEO
Presented By
- Loida N. Lewis, Chair & Chief Executive Officer, TLC Beatrice, LLC
Presented To
- Kim Y. Lew, President & Chief Executive Officer, Columbia Investment Management Company
1:30 PM - 2:10 PM
Lunch & SEO Reginald F. Lewis Award
Fireside Chat
- Kim Y. Lew, President & Chief Executive Officer, Columbia Investment Management Company
- Maryanne Hancock, Chief Executive Officer / Partner, Y Analytics / TPG
2:20 PM - 3:10 PM
Breakout Panels (II)
Running Concurrently
(I) Infrastructure & Energy Transition: The Fastest-Growing Alternative Asset Class (Breakout Room 1)
Institutional capital is pouring into energy transition and essential infrastructure. This panel covers investments in renewables, data centers, EV charging networks, grid modernization, water assets, and transportation. Speakers will discuss regulatory catalysts, stable cash-flow profiles, and why infra is becoming a core allocation for LPs across the globe.
- Michael Rose, Managing Director, Infrastructure Investments, GCM Grosvenor (Moderator)
- Nick Hertlein, Managing Director, Stonepeak
- Albert J. Lee, Senior Portfolio Manager, APG Asset Management US, Inc.
- Matty Yohannan, Co-Founder, Remnant Fiber
(II) Navigating the 2026 Investment Landscape: Strategies, Risks, and Emerging Opportunities (Breakout Room 2)
This panel will explore how investors are navigating an increasingly complex market environment and the strategies and approaches best positioned to generate alpha. Panelists will discuss shifting macroeconomic and policy dynamics, evolving sources of market inefficiency, and portfolio and risk management strategies for this increasingly complex backdrop. The conversation will also highlight investors’ views of the most compelling opportunities across public asset classes going forward.
- Clauter Charleston, Head of Alternative Investment Private Wealth Specialists, Bank of America (Moderator)
- Mobi Ahmed, Managing Director, Centerbridge Partners
- David Gelobter*, Founder & Chief Investment Officer, Emerson Capital
- Priya Kaftan, Head of Investor Relations & Product Strategy, Heard Capital
- Kevin Reevey, Senior Research Analyst, Elizabeth Park Capital Management
(III) The New Guard: From Emerging to Established (Breakout Room 3)
This panel spotlights fund managers who are transitioning from emerging to established status, along with the LPs who back them through that evolution. Topics include scaling beyond early funds, differentiation at the next stage, portfolio construction as platforms mature, and what LPs are really looking for as managers “graduate” into core relationships.
- Patricia Miller Zollar, Managing Director, Neuberger Berman (Moderator)
- Marcus Lawrence, Business Unit Partner, TPG
- Debbie Park Munfa, Partner, Head of Investor Relations, Recognize
- Kathy Reiland, Investor, Integrum Holdings
(IV) Breaking In and Leveling Up: Career Paths Across Alternative Investments (Breakout Room 4)
From first roles to senior leadership, this panel features professionals across private equity, credit, real estate, and venture who share how they navigated the industry. Topics include interviewing, skill-building, mentorship, and strategies for long-term career growth.
- Rafael Mason*, Partner, Bain Capital (Moderator)
- José Arredondo*, Managing Director, Warburg Pincus
- Omaira Brightman, Partner, Amity Search Partners
- Shivani Dixit, Principal, Henkel Search Partners
- Martha Masiarz, Director, Odyssey Search Partners