2020 Conference Agenda

We are pleased to announce the 2020 SEO Alternative Investments Conference (AICON) speakers and agenda.
Tuesday
6:00 PM -
9:00 PM

Pre-Conference Reception

(Invitation Only)

William A. Goodloe**, President & Chief Executive Officer, SEO

Henry R. Kravis**, Co-Chairman & Co-Chief Executive Officer, KKR

Eric Doppstadt, Vice President & Chief Investment Officer, Ford Foundation

Roy Swan, Director, Mission Investments, Ford Foundation

Darren Walker, President, Ford Foundation

Keith H. Wofford*, Partner, Ropes & Gray

Wednesday
8:00 AM -
9:15 AM

Limited Partner Leadership Breakfast

(Invitation Only)

Welcome Speech

  • William A. Goodloe**, President & Chief Executive Officer, SEO
  • Kelly M. WilliamsChair & Co-Chief Executive Officer, Private Equity Women Investor Network (PEWIN)

Introduction

  • Brian S. O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation

Fireside Chat

  • Kim Y. Lew, Vice President & Chief Investment Officer, Carnegie Corporation of New York
  • Joanne Yoo*, Managing Director, Development Partners International (DPI)

Remarks

  • Charlie Tafoya*, Chief Executive Officer & Co-Founder, Chronograph
Wednesday
8:30 AM

General Registration Opens

Wednesday
9:30 AM -
10:00 AM
Opening Session

 

Emcee

  • Chavon Sutton*, Director, Diversity and Inclusion – Emerging Manager Strategy, Bureau of Asset Management, Office of NYC Comptroller Scott M. Stringer

Welcome

  • William A. Goodloe**, President & Chief Executive Officer, SEO

Opening Remarks 

  • Jarvis V. Hollingsworth, Board Chair, Teacher Retirement System of Texas (TRS)
Wednesday
10:00 AM -
10:30 AM
Keynote Speakers

Fireside Chat 

  • Henry R. Kravis**, Co-Chairman & Co-Chief Executive Officer, KKR
  • Kenneth C. Griffin, Founder & Chief Executive Officer, Citadel
Wednesday
10:45 AM -
11:35 AM

Breakout Panels

Running Concurrently
(I) Credit: Investing in a Changing Economic Landscape

Credit continues to be an important asset class with strong historical performance. However, 2020 presents numerous global opportunities and challenges in a changing economic landscape. Join our panel as they discuss the current environment for credit, potential interest rate hikes, and strategies for investing in the face of a potential economic downturn.

  • David Scudellari (Moderator), Senior Vice President, Head of Principal Debt & Credit Investments, PSP Investments
  • Lisa Joseph, Vice President, PIMCO
  • Leonard Klingbaum, Partner, Ropes & Gray
  • Soohyung Kim, Managing Partner & Chief Investment Officer, Standard General
  • Sengal Selassie*, Co-Chief Executive Officer & Co-Founder, Brightwood Capital
  • John Zito, Senior Partner & Deputy Chief Investment Officer, Apollo Global Management
(II) Uncertainty Appears to be at a Post-Crisis High; How are Successful Hedge Fund Managers Positioning Their Portfolios in 2020?

Accomplished hedge fund managers 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 in a variety of asset classes.

  • Ninon Marapachi* ** (Moderator), Managing Director, Head of Hedge Funds Origination & Product Management, Bank of America
  • Troy Dixon, Founder, Managing Partner & Chief Investment Officer, Hollis Park Partners
  • William Heard, Founder, Chief Executive Officer & Chief Investment Officer, Heard Capital LLC
  • W. Vivian Lau, Founder & Managing Partner, One Tusk Investment Partners
  • Daniel Schatzman, Director of Research, Wolfson Group
(III) Private Equity: Record Levels of Dry Powder Coupled with High Valuations

In 2019, the Private Equity industry continued to see valuations rise as dry powder climbed to record levels. As we head into a period of economic uncertainty, our panelists discuss the current investment environment, how they are thinking about managing their portfolios, and where they see the industry going in 2020 and beyond.

  • Katrina Cokeng* (Introduction), Co-Founder & Chief Executive Officer, Xen Capital
  • Lindsay Creedon (Moderator), Partner, StepStone Group
  • Milton Berlinski, Co-Founder & Managing Partner, Reverence Capital Partners
  • Juan Sabater, Partner, Valor Equity Partners
  • Carolyn J. Vardi, Partner, Ropes & Gray
  • Patricia Miller Zollar, Managing Director, Neuberger Berman
(IV) Navigating Market Cycles & Changing Industry Dynamics in Venture Capital

U.S. VC backed companies raised $108 billion in 2019, close to 2018 levels which was a record year. How do Venture Capitalists smartly invest in a time of high valuations and how do LP’s get comfortable remaining active in this pricy environment? Behind the headlines each firm has a unique strategy to hopefully succeed despite these headlines. In this panel each participant will highlight their case for continuing to invest in venture while navigating the dangers that high valuations and funding levels pose.

  • Joshua B. Stern (Moderator), Director of Private Investments, Robert Wood Johnson Foundation
  • Sarah Kunst, Managing Director, Cleo Capital
  • Lindsay Lee, Founder & Managing Partner, Authentic Ventures
  • Dami Osunsanya, Vice President, Operating Group, Softbank Investment Advisors
  • Henri Pierre-Jacques*, Managing Director, Harlem Capital Partners
11:35 AM -
11:45 AM

Networking Break

Wednesday
11:45 AM -
12:35 PM

Breakout Panels

Running Concurrently
(V) Data Analytics: The Use of Alternative Data in the Investment Process

Alternative data can be used to automate and speed up research, validate trading ideas, create new trading signals, etc. The data has also been leveraged in other fintech applications, such as payments, credit scoring, lending, and insurance. This panel will explore how alternative data has been used successfully in asset management; the skills that asset managers need to incorporate alternative data in their investment process; and any issues that could arise from using alternative data.

  • Costis Maglaras (Moderator), Dean & David and Lyn Silfen Professor, Columbia Business School
  • Nnamdi Okike, Co-Founder & Managing Partner, 645 Ventures
  • Kola Olofinboba, Managing Partner, Fairview Capital
  • Justin Zhen, Co-Founder, Thinknum
(VI) Exploring the Role of Alternatives in Impact Investing

This panel will explore the role of alternatives in impact investing in addition to ESG integration. It will discuss the diversity of approaches to impact investing among the panelists as well as the role of diversity within each organization’s approach.

  • John Duong* (Moderator), Founder & Chief Investment Officer, Kind Capital
  • Brian Dixon, Partner, Kapor Capital
  • Jake Soberal, Co-Founder & Chief Executive Officer, Bitwise Industries
  • Darryl Thompson, Chief Investment Officer, New Voices Fund
  • Lisa N. Williams*, Vice President, Alternative Investments & Manager Selection (AIMS) Group, Goldman Sachs
(VII) Real Estate: Navigating the Current Cycle

As we enter the late stages of the current cycle, fund allocators, established managers, and emerging managers are faced with numerous opportunities and challenges. Our panelists will discuss the current investment environment, how they are thinking about managing their portfolios, and the impact on emerging managers today.

  • George E. Scott (Moderator), Senior Real Estate Investment Officer, New York State Common Retirement Fund
  • Daryl J. Carter, Founder, Chairman & Chief Executive Officer, Avanath Capital Management
  • Tracey Gamble, Managing Director, Apollo Global Management
  • Shaunak Tanna, Head of Structured Investments, Basis Investment Group
(VIII) Secondaries and Co-Investments: An Ever-Changing Marketplace

Competition in the Secondaries market is rising fast – and so are prices. These trends are expected to continue thanks to an ever-more diverse seller universe and increasing amount of dry powder. Our panelists discuss the challenges and opportunities for co-investors and secondary buyers amidst an uncertain economic environment.

  • Dana Johns (Moderator), Senior Portfolio Manager, Maryland State Retirement and Pension System
  • David R. Fox, Managing Director, Blackstone Strategic Partners
  • Josh Nabatian, Partner, Arcadia Investment Partners
  • Howard Sanders, Founder & Managing Director, Auldbrass Partners
Wednesday
12:50 PM -
1:15 PM

Lunch and Reginald F. Lewis Award

Introduction 

  • Renae Griffin, Executive Director, Strategy and Corporate Development, GCM Grosvenor

Fireside Chat 

  • Jase Auby, Chief Investment Officer, Teacher Retirement System of Texas (TRS)
  • Carla Harris* **Vice Chairman, Global Wealth Management and Senior Client Advisor, Morgan Stanley
Wednesday
1:15 PM -
1:35 PM

Lunch and Reginald F. Lewis Award

Reginald F. Lewis Award

Presented By

  • William A. Goodloe**, President & Chief Executive Officer, SEO
  • Loida N. Lewis, Chair, Reginald F. Lewis Foundation

Presented To

  • Kelly M. Williams, Chair & Co-Chief Executive Officer, Private Equity Women Investor Network (PEWIN)
Wednesday
1:35 PM -
2:00 PM

Lunch and Reginald F. Lewis Award

Fireside Chat 

  • Kelly M. WilliamsChair & Co-Chief Executive Officer, Private Equity Women Investor Network (PEWIN)
  • Verdun S. Perry* **, Senior Managing Director, Blackstone Strategic Partners
Wednesday
2:00 PM -
2:45 PM

Plenary Session: Family Offices

  • Reid Bernstein (Moderator), Chief Investment Officer & Managing Partner, Amerin Partners
  • Eileen A. Aptman, Chief Investment Officer, Belfer Management LLC
  • Dawn Fitzpatrick, Chief Investment Officer, Soros Fund Management LLC
  • Bei Saville, Chief Investment Officer, Advance Treasury and Fingerboard Family Office
  • Marcus Siezing. Chief Investment Officer & Co-President, Dillon Trust Company
Wednesday
2:45 PM -
3:00 PM

Networking Break

Wednesday
3:00 PM -
3:50PM

Breakout Panels

Running Concurrently
(I) Points of Access and Opportunity – Breaking into Alternative Investments

Uncovering and landing job opportunities within the growing alternative investments sector is as competitive as ever. With a rich array of business and career possibilities in the market, learning the industry landscape and developing a blueprint for navigating the recruiting process are key to landing a position.

  • Anna Edwin (Moderator), Senior Director, Global Head of Talent Development, TPG
  • Jaya K. Hathway, Recruiter, CPI
  • Stacy Levine, Partner, Amity Search Partners
  • Nathan Schray, Director of Talent and Organizational Development, Clayton Dubilier & Rice
  • Leah Trabich, Partner, Henkel Search Partners (HSP)
(II) Assessing Investment Opportunities in Africa: Why Should Institutional Investors Explore Investing in Africa?

The emerging and secular trends in Africa make the continent one of the fastest growing parts of the world. Yet many institutional investors often overlook Africa as an investment destination. Our distinguished panelists will offer their perspectives on the investment opportunities, potential risks, and how it might impact private equity, venture capital, infrastructure and other alternative investments in Africa.

  • Nadine Mentor (Moderator), Senior Advisor, MiDA Advisors, LLC
  • Wale Ayeni, Head, Africa Venture Capital Investments, IFC
  • Daniel D. Miller, Deputy Executive Director, NYC Board of Education Retirement System (BERS)
  • Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
  • Taku Mutasa, Principal, Development Partners International (DPI)
(III) Sustainable Investing: Are we at the Tipping Point of Assessing Risk and Opportunity Presented by Climate Change?

With increased expectations for companies to embrace shareholders and stakeholders, investors and fund managers are presented with new risks and opportunities including how climate change may reshape investment opportunities. In this session, panelists will discuss how the sustainable investment landscape has evolved, their investment approaches, models, and opportunities that they see emerging.

  • Andrew Siwo (Moderator), Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
  • Michael Cappucci, Senior Vice President, Harvard Management Company (HMC)
  • Michael Hall, Head of ESG and Impact, Development Partners International (DPI)
  • Cristian Norambuena, Senior Investment Officer, Private Equity, Office of New York City Comptroller Scott M. Stringer, Bureau of Asset Management
  • Sanaz Raczynski, Managing Director, Head of Sustainability, Nuveen
(IV) Navigating the Consultants Landscape

2019 was a year of bustling activity in the asset class on the part of investors and managers alike tempered by general caution and reserve over the aging bull markets. What trends can we expect in 2020? Join our panel of expert advisors as they discuss the current environment for raising capital, finding alpha in a crowded marketplace, shifting behaviors in an increasingly “aware” world, and trends within their own businesses.

  • Kathlika Fontes (Moderator), Director of Investor Relations, Grain Management
  • Angela Matheny, Director of Investment Staff & Diverse Manager Equity, Colonial Consulting, LLC
  • Jasmine N. Richards, Head of Diverse Manager Research, Cambridge Associates
  • Yokasta Segura-Baez, Principal, Campbell Lutyens
  • David Sheng*, Senior Portfolio Advisor, Aksia
Wednesday
4:05 PM -
4:50 PM

Plenary Session: CIOs of Endowments, Foundations, Pensions

  • Monika Mantilla (Moderator), President & Chief Executive Officer, Altura Capital; Co-Founder & Managing Partner, Small Business Community Capital (SBCC)
  • Mark Baumgartner, Chief Investment Officer, Institute for Advanced Study
  • Collette Chilton, Chief Investment Officer, Williams College
  • Rodney June, Chief Investment Officer, LACERS – Los Angeles City Employees’ Retirement System
  • Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
Wednesday
4:50 PM -
6:00 PM

SEO Networking Cocktail Reception

Wednesday
All Day

LP & GP Meetings

Tuesday
6:00PM - 9:00PM

Pre-Conference Reception

(Invitation Only)

William A. Goodloe**, President & Chief Executive Officer, SEO

Henry R. Kravis**, Co-Chairman & Co-Chief Executive Officer, KKR

Eric Doppstadt, Vice President & Chief Investment Officer, Ford Foundation

Roy Swan, Director, Mission Investments, Ford Foundation

Darren Walker, President, Ford Foundation

Keith H. Wofford*, Partner, Ropes & Gray

8:00 AM - 9:15 AM

Limited Partner Leadership Breakfast

(Invitation Only)

Welcome Speech

  • William A. Goodloe**, President & Chief Executive Officer, SEO
  • Kelly M. WilliamsChair & Co-Chief Executive Officer, Private Equity Women Investor Network (PEWIN)

Introduction

  • Brian S. O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation

Fireside Chat

  • Kim Y. Lew, Vice President & Chief Investment Officer, Carnegie Corporation of New York
  • Joanne Yoo*, Managing Director, Development Partners International (DPI)

Remarks

  • Charlie Tafoya*, Chief Executive Officer & Co-Founder, Chronograph
8:30 AM

General Registration Opens

9:30 AM -
10:00 AM
Opening Session

 

Emcee

  • Chavon Sutton*, Director, Diversity and Inclusion – Emerging Manager Strategy, Bureau of Asset Management, Office of NYC Comptroller Scott M. Stringer

Welcome

  • William A. Goodloe**, President & Chief Executive Officer, SEO

Opening Remarks 

  • Jarvis V. Hollingsworth, Board Chair, Teacher Retirement System of Texas (TRS)
10:00 AM -
10:30 AM
Keynote Speakers

Fireside Chat 

  • Henry R. Kravis**, Co-Chairman & Co-Chief Executive Officer, KKR
  • Kenneth C. Griffin, Founder & Chief Executive Officer, Citadel
10:45 AM -
11:35 AM

Breakout Panels

Running Concurrently
(I) Credit: Investing in a Changing Economic Landscape

Credit continues to be an important asset class with strong historical performance. However, 2020 presents numerous global opportunities and challenges in a changing economic landscape. Join our panel as they discuss the current environment for credit, potential interest rate hikes, and strategies for investing in the face of a potential economic downturn.

  • David Scudellari (Moderator), Senior Vice President, Head of Principal Debt & Credit Investments, PSP Investments
  • Lisa Joseph, Vice President, PIMCO
  • Leonard Klingbaum, Partner, Ropes & Gray
  • Soohyung Kim, Managing Partner & Chief Investment Officer, Standard General
  • Sengal Selassie*, Co-Chief Executive Officer & Co-Founder, Brightwood Capital
  • John Zito, Senior Partner & Deputy Chief Investment Officer, Apollo Global Management
(III) Uncertainty Appears to be at a Post-Crisis High; How are Successful Hedge Fund Managers Positioning Their Portfolios in 2020?

Accomplished hedge fund managers 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 in a variety of asset classes.

  • Ninon Marapachi* ** (Moderator), Managing Director, Head of Hedge Funds Origination & Product Management, Bank of America
  • Troy Dixon, Founder, Managing Partner & Chief Investment Officer, Hollis Park Partners
  • William Heard, Founder, Chief Executive Officer & Chief Investment Officer, Heard Capital LLC
  • W. Vivian Lau, Founder & Managing Partner, One Tusk Investment Partners
  • Daniel Schatzman, Director of Research, Wolfson Group
(II) Private Equity: Record Levels of Dry Powder Coupled with High Valuations

In 2019, the Private Equity industry continued to see valuations rise as dry powder climbed to record levels. As we head into a period of economic uncertainty, our panelists discuss the current investment environment, how they are thinking about managing their portfolios, and where they see the industry going in 2020 and beyond.

  • Katrina Cokeng* (Introduction), Co-Founder & Chief Executive Officer, Xen Capital
  • Lindsay Creedon (Moderator), Partner, StepStone Group
  • Milton Berlinski, Co-Founder & Managing Partner, Reverence Capital Partners
  • Juan Sabater, Partner, Valor Equity Partners
  • Carolyn J. Vardi, Partner, Ropes & Gray
  • Patricia Miller Zollar, Managing Director, Neuberger Berman
(IV) Navigating Market Cycles & Changing Industry Dynamics in Venture Capital

U.S. VC backed companies raised $108 billion in 2019, close to 2018 levels which was a record year. How do Venture Capitalists smartly invest in a time of high valuations and how do LP’s get comfortable remaining active in this pricy environment? Behind the headlines each firm has a unique strategy to hopefully succeed despite these headlines. In this panel each participant will highlight their case for continuing to invest in venture while navigating the dangers that high valuations and funding levels pose.

  • Joshua B. Stern (Moderator), Director of Private Investments, Robert Wood Johnson Foundation
  • Sarah Kunst, Managing Director, Cleo Capital
  • Lindsay Lee, Founder & Managing Partner, Authentic Ventures
  • Dami Osunsanya, Vice President, Operating Group, Softbank Investment Advisors
  • Henri Pierre-Jacques*, Managing Director, Harlem Capital Partners
11:35 AM -
11:45 AM

Networking Break

11:45 AM -
12:35 PM

Breakout Panels

Running Concurrently
(V) Data Analytics: The Use of Alternative Data in the Investment Process

Alternative data can be used to automate and speed up research, validate trading ideas, create new trading signals, etc. The data has also been leveraged in other fintech applications, such as payments, credit scoring, lending, and insurance. This panel will explore how alternative data has been used successfully in asset management; the skills that asset managers need to incorporate alternative data in their investment process; and any issues that could arise from using alternative data.

  • Costis Maglaras (Moderator), Dean & David and Lyn Silfen Professor, Columbia Business School
  • Nnamdi Okike, Co-Founder & Managing Partner, 645 Ventures
  • Kola Olofinboba, Managing Partner, Fairview Capital
  • Justin Zhen, Co-Founder, Thinknum
(VI) Exploring the Role of Alternatives in Impact Investing

This panel will explore the role of alternatives in impact investing in addition to ESG integration. It will discuss the diversity of approaches to impact investing among the panelists as well as the role of diversity within each organization’s approach.

  • John Duong* (Moderator), Founder & Chief Investment Officer, Kind Capital
  • Brian Dixon, Partner, Kapor Capital
  • Jake Soberal, Co-Founder & Chief Executive Officer, Bitwise Industries
  • Darryl Thompson, Chief Investment Officer, New Voices Fund
  • Lisa N. Williams*, Vice President, Alternative Investments & Manager Selection (AIMS) Group, Goldman Sachs
(VII) Real Estate: Navigating the Current Cycle

As we enter the late stages of the current cycle, fund allocators, established managers, and emerging managers are faced with numerous opportunities and challenges. Our panelists will discuss the current investment environment, how they are thinking about managing their portfolios, and the impact on emerging managers today.

  • George E. Scott (Moderator), Senior Real Estate Investment Officer, New York State Common Retirement Fund
  • Daryl J. Carter, Founder, Chairman & Chief Executive Officer, Avanath Capital Management
  • Tracey Gamble, Managing Director, Apollo Global Management
  • Shaunak Tanna, Head of Structured Investments, Basis Investment Group
(VIII) Secondaries and Co-Investments: An Ever-Changing Marketplace

Competition in the Secondaries market is rising fast – and so are prices. These trends are expected to continue thanks to an ever-more diverse seller universe and increasing amount of dry powder. Our panelists discuss the challenges and opportunities for co-investors and secondary buyers amidst an uncertain economic environment.

  • Dana Johns (Moderator), Senior Portfolio Manager, Maryland State Retirement and Pension System
  • David R. Fox, Managing Director, Blackstone Strategic Partners
  • Josh Nabatian, Partner, Arcadia Investment Partners
  • Howard Sanders, Founder & Managing Director, Auldbrass Partners
12:50 PM -
1:15 PM

Lunch and Reginald F. Lewis Award

Introduction 

  • Renae Griffin, Executive Director, Strategy and Corporate Development, GCM Grosvenor

Fireside Chat 

  • Jase Auby, Chief Investment Officer, Teacher Retirement System of Texas (TRS)
  • Carla Harris* **Vice Chairman, Global Wealth Management and Senior Client Advisor, Morgan Stanley
1:15 PM -
1:35 PM

Lunch and Reginald F. Lewis Award

Reginald F. Lewis Award

Presented By

  • William A. Goodloe**, President & Chief Executive Officer, SEO
  • Loida N. Lewis, Chair, Reginald F. Lewis Foundation

Presented To

  • Kelly M. Williams, Chair & Co-Chief Executive Officer, Private Equity Women Investor Network (PEWIN)
1:35 PM -
2:00 PM

Lunch and Reginald F. Lewis Award

Fireside Chat

  • Kelly M. Williams, Chair & Co-Chief Executive Officer, Private Equity Women Investor Network (PEWIN)
  • Verdun S. Perry* **, Senior Managing Director, Blackstone Strategic Partners
2:00 PM -
2:45 PM

Plenary Session: Family Offices

  • Reid Bernstein (Moderator), Chief Investment Officer & Managing Partner, Amerin Partners
  • Eileen A. Aptman, Chief Investment Officer, Belfer Management LLC
  • Dawn Fitzpatrick, Chief Investment Officer, Soros Fund Management LLC
  • Bei Saville, Chief Investment Officer, Advance Treasury and Fingerboard Family Office
  • Marcus SiezingChief Investment Officer & Co-President, Dillon Trust Company
2:45 PM -
3:00 PM

Networking Break

3:00 PM -
3:50 PM

Breakout Panels

Running Concurrently
(I) Points of Access and Opportunity – Breaking into Alternative Investments

Uncovering and landing job opportunities within the growing alternative investments sector is as competitive as ever. With a rich array of business and career possibilities in the market, learning the industry landscape and developing a blueprint for navigating the recruiting process are key to landing a position.

  • Anna Edwin (Moderator), Senior Director, Global Head of Talent Development, TPG
  • Jaya K. Hathway, Recruiter, CPI
  • Stacy Levine, Partner, Amity Search Partners
  • Nathan Schray, Director of Talent and Organizational Development, Clayton Dubilier & Rice
  • Leah Trabich, Partner, Henkel Search Partners (HSP)
(II) Assessing Investment Opportunities in Africa: Why Should Institutional Investors Explore Investing in Africa?

The emerging and secular trends in Africa make the continent one of the fastest growing parts of the world. Yet many institutional investors often overlook Africa as an investment destination. Our distinguished panelists will offer their perspectives on the investment opportunities, potential risks, and how it might impact private equity, venture capital, infrastructure and other alternative investments in Africa.

  • Nadine Mentor (Moderator), Senior Advisor, MiDA Advisors, LLC
  • Wale Ayeni, Head, Africa Venture Capital Investments, IFC
  • Daniel D. Miller, Deputy Executive Director, NYC Board of Education Retirement System (BERS)
  • Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
  • Taku Mutasa, Principal, Development Partners International (DPI)
(III) Sustainable Investing: Are we at the Tipping Point of Assessing Risk and Opportunity Presented by Climate Change?

With increased expectations for companies to embrace shareholders and stakeholders, investors and fund managers are presented with new risks and opportunities including how climate change may reshape investment opportunities. In this session, panelists will discuss how the sustainable investment landscape has evolved, their investment approaches, models, and opportunities that they see emerging.

  • Andrew Siwo (Moderator), Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
  • Michael Cappucci, Senior Vice President, Harvard Management Company (HMC)
  • Michael Hall, Head of ESG and Impact, Development Partners International (DPI)
  • Cristian Norambuena, Senior Investment Officer, Private Equity, Office of New York City Comptroller Scott M. Stringer, Bureau of Asset Management
  • Sanaz Raczynski, Managing Director, Head of Sustainability, Nuveen
(IV) Navigating the Consultants Landscape

2019 was a year of bustling activity in the asset class on the part of investors and managers alike tempered by general caution and reserve over the aging bull markets. What trends can we expect in 2020? Join our panel of expert advisors as they discuss the current environment for raising capital, finding alpha in a crowded marketplace, shifting behaviors in an increasingly “aware” world, and trends within their own businesses.

  • Kathlika Fontes (Moderator), Director of Investor Relations, Grain Management
  • Angela Matheny, Director of Investment Staff & Diverse Manager Equity, Colonial Consulting, LLC
  • Jasmine N. Richards, Head of Diverse Manager Research, Cambridge Associates
  • Yokasta Segura-Baez, Principal, Campbell Lutyens
  • David Sheng*, Senior Portfolio Advisor, Aksia
4:05 PM -
4:50 PM

Plenary Session: CIOs of Endowments, Foundations, Pensions

  • Monika Mantilla (Moderator), President & Chief Executive Officer, Altura Capital; Co-Founder & Managing Partner, Small Business Community Capital (SBCC)
  • Mark Baumgartner, Chief Investment Officer, Institute for Advanced Study
  • Collette Chilton, Chief Investment Officer, Williams College
  • Rodney June, Chief Investment Officer, LACERS – Los Angeles City Employees’ Retirement System
  • Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund
4:50 PM -
6:00 PM

SEO Networking Cocktail Reception

All Day

LP & GP Meetings

* Indicates SEO alum
** Indicates SEO Board Member

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