2024 Conference Agenda

We are pleased to announce the Fifteenth Annual SEO Alternative Investments Conference (AICON) speakers and agenda.

(All times listed in ET)

* Indicates SEO alum
** Indicates SEO Board Member

Thursday, March 14th, 2024

8:00 AM - 9:15 AM
LP Breakfast



  • William Goodloe**, President & CEO, SEO
  • Kelly Williams, Chief Executive Officer, The Williams Legacy Foundation,
    LPAC Chair


  • Yokasta Segura-Baez, Managing Director, Investor Relations, ArcLight Capital Partners

Fireside Chat

  • Melissa Ding, Director, Infrastructure Private Equity, BlackRock
  • Daniel Revers, Founder & Managing Partner, ArcLight Capital Partners
8:30 AM
General Registration Begins
9:30 AM - 10:20 AM
Plenary Session

Fireside Chat 

  • Henry R. Kravis**, Co-Founder & Co-Executive Chairman, KKR
  • Les Brun, Co-Founder, Chairman & Chief Executive Officer, Ariel Alternatives
10:20 AM - 10:35 AM


General Welcome

  • William Goodloe**, President & CEO, SEO


  • Damali Bond*Partner, PJT Park Hill
10:45 AM - 11:35 AM
Breakout Panels (I)

Running Concurrently

Credit: Manager Investment Insights (Breakout Room 1)

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.

  • Jeremy Bailys, Senior Director, Credit Investments, PSP Investments (Moderator)
  • Megan Messina, Managing Director and Head of CLO Capital Markets, Oaktree Capital Management
  • Chris Moon, Managing Director, Credit, DigitalBridge
  • Allison Pistone, Managing Director, Cerberus Capital Management
  • Merle Smith, DirectorBrightwood Capital
The Hedge Fund Investment Landscape (Breakout Room 2)

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.

  • Neil Messing, Head of Hedge Funds, Office of the New York City Comptroller (Moderator)
  • Fred Cummings, President, Founder & Portfolio Manager, Elizabeth Park Capital Management
  • Nikhil Gadia, Director, BlackRock
  • Priya Kaftan, Head of Investor Relations & Product Strategy, Heard Capital
  • Fernando Vigil*, Chief Investment Officer & Founder, Teca Partners
Private Equity: Navigating & Innovating for Alpha (Breakout Room 3)

In 2023, the Private Equity industry remained resilient in the face of macro uncertainty, geopolitical instability, and inflation. Then miraculously we emerge into 2024 with economic strength despite being faced with many of the same risks. Our panelists discuss how they are thinking about managing their portfolios, innovating their business, and share insights on how they see the industry evolving to adapt to the dynamic nature of today’s global economy.

  • Patricia Miller Zollar, Managing DirectorNeuberger Berman (Moderator)
  • Charlie Compton, Managing Partner, AE Industrial Partners
  • Heather Faust, Managing Partner & Co-Founder, Argand Partners
  • Joseph Haslip, Managing Director, Valor Equity Partners
  • Aisha P. Lavinier, Partner, Kirkland & Ellis
  • Omar ShalabyManaging DirectorCVC Capital Partners
Unlocking the Future: Exploring the Intersection of Artificial Intelligence and Investing (Breakout Room 4)

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 how the impact artificial intelligence is having across the investment landscape.

  • Kwesi Quaye, Partner, Fairview Capital (Moderator)
  • Margot Brandenburg, Senior Program Officer, Mission Investments, Ford Foundation
  • Kenneth Chenault Jr., Co-Founder & Managing Partner, Benchstrength
  • John Kim, Managing Director, Investor Relations & Chief Development Officer, General Catalyst
  • Charlie Tafoya*, Co-Founder & Chief Executive Officer, Chronograph
11:45 AM - 12:35 PM
Breakout Panels (II)

Running Concurrently

Sustainable Investments (Breakout Room 1)

This panel will explore the role of alternatives in sustainable investing and the prominent approaches (SRI, ESG-themed, and impact investments). The panelists will discuss how they navigate the environment in different political landscapes and the trends they foresee.

  • Andrew Siwo, Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund (Moderator)
  • Runa Alam, Co-Founder and CEO, Development Partners International
  • Michaela Edwards, Partner, Capricorn Investment Group
  • Sofia Martos, Partner, ESG & Impact, Kirkland & Ellis
  • Sayiddah McCree, Senior Impact Investments Officer, MacArthur Foundation
The Future of Retail Alternatives (Breakout Room 2)

This panel will explore the democratization of alternative investments with a focus on asset distribution, advances in technology systems, and the different ways retail access is emerging in this space.

  • Dakotah Rice*, Founder & CEO, CaliberX (Moderator)
  • Milton Berlinski**Co-Founder & Managing Partner, Reverence Capital Partners
  • Clauter Charleston, Director, Bank of America
  • Peter Epstein, Managing DirectorAllocate
Alternative Investment Allocation in the Insurance Industry (Breakout Room 3)

Increasingly, Alternative Investments are an important tool for insurance companies to meet their investment and asset/liability matching objectives. While the industry continues to enhance internal skills in this space, it also relies on leading Alternatives managers to help optimize for the best combination of investment opportunity and prudent risk management.

  • Ramsey Smith** *, Founder, ALEX.fyi (Moderator)
  • Jessica Marlin, Partner, Ropes & Gray
  • Craig Sabal, Deputy Chief Investment Officer, New York Life Insurance Company
  • Mike Siegel, Global Head of Insurance Asset Management & Liquidity Solutions, Goldman Sachs Asset & Wealth Management
  • Adam Winn, Executive Managing Director, Co-Head of Global Private Investments, Liberty Mutual Investments
Exploring the Frontiers of Secondary and Co-investment Strategies (Breakout Room 4)

This panel discussion aims to unravel the intricacies of Secondary investments and Co-investments, shedding light on their position within the alternative investment spectrum and their evolving market dynamics. Through expert insights, we will examine the current landscape, risk management, and the future potential of these strategies, offering attendees a comprehensive overview of the opportunities and challenges that lie ahead in these dynamic sectors of the investment world.

  • Trey Muldrow, Partner, Weil, Gotshal & Manges (Moderator)
  • Elliott Campbell*, Principal, HarbourVest Partners
  • Omar Jabri, Managing Director, Lexington Partners
  • Marcus Lawrence, Principal, TPG Next
  • Michael Taylor, Partner, Co-Investments, Adams Street Partners
12:45 PM - 1:05 PM
Lunch & Reginald F. Lewis Award


  • William Goodloe**, President & CEO, SEO

Presented By

  • Christina LewisFounder, BFO21 and Vice Chair, Reginald F. Lewis Foundation

Presented To 

  • Deborah L. Harmon**, Co-Founder & Co-Chief Executive Officer, Artemis Real Estate Partners
1:05 PM - 1:45 PM
Lunch & Reginald F. Lewis Award

Fireside Chat 

  • Deborah L. Harmon**, Co-Founder & Co-Chief Executive Officer, Artemis Real Estate Partners
  • Cheryl Mills, Founder & Chief Executive Officer, BlackIvy Group
1:45 PM - 2:25 PM
Plenary Session

Shaping the Future: Unlocking the Potential of Impact Investing

  • Kunle ApampaDirector, Capricorn Investment Group
  • Maya Chorengel**Co-Managing Partner, The Rise Fund
2:25 PM - 2:40 PM
AI Demonstration
  • Jens Nordvig, PhD, Co-Founder and CEO, MarketReader
2:50 PM - 3:40 PM
Breakout Panels (III)

Running Concurrently

Breaking Into the Buyside (Breakout Room 1)

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.

  • Martha Masiarz, Director, Odyssey Search Partners (Moderator)
  • Rahel Ayalew, SVP of Investor Relations, Thoma Bravo
  • Claire Branch, Vice President, Warburg Pincus
  • Stacy Levine, Partner, Amity Search Partners
  • Nellie McCullough, PrincipalHenkel Search Partners
How Successful Real Estate Investors Are Approaching the Market in 2024 (Breakout Room 2)

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.

  • Ermias Nessibu, Principal, GCM Grosvenor (Moderator)
  • Margaret Anadu, Senior PartnerThe Vistria Group
  • Anar Chudgar, Co-President, Artemis Real Estate Partners
  • Eric Requenez, Partner, Ropes & Gray
  • Caixia Ziegler, Managing Director, Real Assets & Sustainable Investments, MacArthur Foundation
Navigating the Landscape: Challenges and Opportunities for Emerging Managers (Breakout Room 3)

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.

  • Katie Moore, Managing Director, Hamilton Lane (Moderator)
  • Daniella Kranjac, Founding GP, Avant Bio
  • David Perez, Co-Founder & Managing Partner, Avance Investment Management
  • André Rice, President, Muller & Monroe Asset Management
  • Michael Silva, Investment Officer, CalPERS
Understanding the Impact of Analysts / Associates in Endowments and Foundations (Breakout Room 4)

This panel will provide transparency on the distinction between the responsibilities of analysts & associates and those of senior staff in the process of making portfolio investment decisions working at an E&F.

  • Kathlika Fontes, Director, Investor Relations, Grain Management (Moderator)
  • Anise Charles, Senior Investment AnalystFord Foundation
  • Justin Glover, Public Markets Investment AnalystRobert Wood Johnson Foundation
  • Antonio Guirola, AnalystPenn Office of Investments
  • Carlton Lew, Investment Associate, The James Irvine Foundation
3:50 PM - 4:40 PM
Plenary Session

Diversity and Inclusion in Sports Management and Investment

  • Don CornwellCo-Founder and Chief Executive Officer, Dynasty Equity (Moderator)
  • Lara PriceChief Operating Officer, Philadelphia 76ers
  • Jasmine RobinsonManaging Partner, Monarch Collective
4:45 PM - 6:00 PM
Networking Cocktail Reception
All Day


1:1 LP/GP Meetings

* Indicates SEO alum
** Indicates SEO Board Member