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TUESDAY OCT. 11, INSTITUTIONAL INVESTORS' FORUM

Orrick, Herrington & Sutcliffe, LLP
Columbia Center 1152 15th Street NW, Washington, D.C. 20005

 
All events for Oct. 11 are at capacity!
7:30 AM
By invitation: White House tour

Hamilton Place entrance on 15th street

2:00 PM
By invitation: Meeting with the White House Office for Public Engagement (OPE)

The Eisenhower Executive Office Building
South Court Auditorium
Pennsylvania Avenue and 17th Street, N.W.

3:30 - 5:00 PM
By invitation: Institutional Investor Forum featuring Ginger Lew, former Senior Counselor, White House National Economic Council

Orrick, Herrington & Sutcliffe, LLP
Columbia Center 1152 15th Street, N.W.
Washington, D.C. 20005-1706

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WEDNESDAY OCT. 12, MAIN EVENT

The National Press Club
529 14th St. NW, 13th Floor, Washington, D.C. 20045

7:30 AM
Registration opens
8:00 AM
Breakfast and opening welcome
  • AAAIM co-chairs and Congresswoman Judy Chu
  • Opening speaker: Congressman Xavier Becerra, 31st District of California and Vice Chair of the House Democratic Caucus
8:45 AM
Introduction to the general session by Christian Martin, CEO, TeraExchange

General Session: Why Washington Matters
A year since the sweeping Dodd-Frank bill was signed into law, the investment business has experienced global market gyrations in addition to transparency requirements, regulation and increased oversight. While many managers view Dodd-Frank as an increased cost of doing business, we may look back on it as an important and innovative change in the financial services industry. What is the report card for Dodd Frank in light of the recent market turmoil? What are the panelists’ predictions for the next 12 months?

  • Panelists
    Sunil Cutinho, Managing Director, CME Group
    Yukako Kawata, Partner, DavisPolk
    Rich Repetto, Principal, Sandler O'Neill
    Jim Embersit, Executive Director at E&Y and Former Federal Reserve official responsible for Credit, Market and Operational Risk Supervisory Policy (moderator)
10:00 AM
Tribute to Matthew K. Fong, 30th California State Treasurer,
by Ambassador Linda Tsao Yang
10:15 AM
Morning break and networking
10:30 AM
The Money Track - CONCURRENT SESSIONS

Learn firsthand from what the funding environment holds for managers in the next 12 months. How would you capitalize on the opportunities and directions discussed by the panelists? Please join one of the concurrent panels:

  • Pension Funds
    Janice Hester Amey, Portfolio Manager, CalSTRS
    Seema Hingorani, Head of Public Equities and Hedge Funds, New York City pension funds
    Tyson Pratcher, Assistant Comptroller, New York State Common Retirement Fund
    Carlos Chujoy, Portfolio Manager, Texas Employees Retirement System
    James Mason, Founding Partner, Parish Capital Advisors (moderator)
  • Washington capital
    Nikunj Jinsi, Chief Investment Officer, International Finance Corporation
    Jay Koh, Chief Investment Strategist, Overseas Private Investment Corporation (OPIC)
    Sean Greene, Administrator for Investment and Special Advisor for Innovation, U.S. Small Business Administration
    Peter O'Driscoll, Partner, Orrick, Herrington & Sutcliffe (moderator)
  • Endowments, foundations and family offices
    Alan Chang, Managing Director, Capricorn Investment Group
    Kirk Dizon, Founder & Managing Director, KKD Capital
    Gerald Chen-Young, Chief Investment Officer, UNCF
    Susan Chen, Senior Director, University of Texas Investment Management Company (Utimco)
    Hanson Li, Managing Director, The Hina Group (moderator)
11:45am
Lunch & Keynote

Introduction to The Honorable John Liu, New York City Comptroller, by Diana Liu, Artemis Real Estate Partners

Welcome by The Honorable John Liu, New York City Comptroller

12 noon
Presentation of the Lifetime Achievement Award

to The Honorable Norman Y. Mineta, the 14th Secretary of Transportation.

12:30 PM
Lunch Panel: Global Investor Roundtable

Clark Cheng, Managing Director, HSBC
David Kushner, CIO, San Francisco Employees' Retirement System
Lou Moret, Board Member, CalPERS
Dolph Hellman, Partner, Orrick (moderator)

1:30 PM
The Knowledge Exchange - CONCURRENT SESSIONS

GPs who have successfully grown their businesses share real-life lessons in how to navigate the world of institutional investors and changing Washington regulations. Institutional investors who have funded these GPs bring their perspectives from across the table, and how Washington reform impacts institutional funds. Together, they can help you accelerate success. Please join one of the concurrent panels:

  • Private equity and venture capital
    Sanjiv Shah, Managing Director, Bank of America Merrill Lynch Capital Access Funds
    Kelly Williams, Head, Credit Suisse Customized Fund Investment Group
    Anthony Lee, General Partner, ALTOS Ventures
    Steve Chang, Co-Founder, Clearlake Capital Group
    Judy Chambers, Managing Director, PCA (moderator)
  • Hedge, public equities & fixed income
    Greg Lai, Managing Director, Affinity Investment Advisors
    Clayton Jue, President and CEO, Leading Edge Investment Advisors
    Mark Okada, Chief Investment Officer, Highland Capital Partners
    Sherri Rossoff, Managing Director, The Rock Creek Group
    Thao Buuhoan, President and COO, Rice Hall James (moderator)
  • Real estate
    Danita Johnson, Investment Manager, Franklin Templeton Real Asset Advisor
    Tim Legesse, Investment Officer for Diversity Programs, CalPERS
    Bennett Kim, Managing Principal, Big Rock Partners (moderator)
2:00 PM
Rolling PM break
2:45 PM
The Asian Connection - CONCURRENT SESSIONS

Turning cultural ties into business opportunities is one of the hot topics accompanying the economic rise of large economies such as India and China. What are the opportunities, who do you need to know, and how can the Asian Connection make a difference in your business? Please join one of the concurrent panels:

  • Crafting success in cross-border investments:
    Jun Li, Partner, E&Y
    Chris Yang, Managing Partner, Grove Street Advisors
    Hong Chen, Chairman and CEO, The Hina Group
    Jay Eum, Managing Director, TransLink Capital
    David Lam, Managing Director, WestSummit Capital (moderator)
  • Building your powerbase: leveraging networks and relationships.
    As you navigate your career, the strategic network building is one of the critical elements of career management. Learn strategies for engaging and sustaining quality work relationships and how to expand your sphere of influence in an organizational context.
    Jane Hyun, Author "Breaking the Bamboo Ceiling
    ®
    ", Hyun and Associates
    Audrey Lee, Hyun and Associates
4:00 PM
Closing and cocktails

Featuring Tina Tchen as the closing speaker. Ms Tchen is the Assistant to the President and Chief of Staff to the First Lady. Ms. Tchen most recently served as Deputy Assistant to the President and Director of the Office of Public Engagement, and as Executive Director of the White House Council on Women and Girls.

8:00 PM
Optional D.C. Monuments by Night tour: requires extra payment

The tour is live narrated with stops at several memorials where you may step inside: Lincoln, World War II, Jefferson, Korean, Iwo Jima, FDR and you will make a White House photo stop. The duration of the tour is 3 hours, and to see Washington D.C. light up a night is truly wonderful.
The cost is $60.00 per person.






Bamboo Ceiling is a registered trademark of Hyun & Associates
Agenda subject to further refinement.

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