Agenda

MONDAY OCTOBER 29, 2012

The Mixing Room at the JW Marriott
900 W. Olympic Blvd, Los Angeles, CA 90015

6:30 - 8:30 PM
By invitation: Institutional Investor gathering and cocktail reception

TUESDAY OCTOBER 30, 2012, MAIN EVENT

JW Marriott Los Angeles LA Live
900 W. Olympic Blvd, Los Angeles, CA 90015

7:00 AM
Registration and Breakfast
8:00 - 8:20 AM
Opening Welcome
  • Clayton Jue, AAAIM Chair and Gordon Liao, AAAIM Vice-Chair
8:20 - 8:25 AM
AAAIM recognizes: Teacher Retirement System of Texas
AAAIM 2012 Capital Access Award

8:25 - 8:30 AM
Introduction to Opening Speaker: AAAIM Chairperson Emeritus and Former Senior Counselor to the White House Economic Council

8:30 - 8:45 AM
Opening Speaker: The Honorable John Chiang, CA State Controller
8:45 - 10:00 AM
General Session

The View from the CIO Seat — Discovering Opportunities and Mitigating Risk in an Uncertain Global Economy
CIOs discuss their perspectives on the global economic environment, where they see opportunities to invest and how they position their institutions to capitalize on these opportunities, and the strategies that they are employing to navigate a constantly shifting environment.

  • Joe Dear, Chief Investment Officer, CalPERS
  • Christopher Ailman, Chief Investment Officer, CalSTRS
  • Tom Lee, Chief Investment Officer, NYSTRS
  • David Kushner, Chief Investment Officer, LACERA
  • Moderator: David Fann, President and CEO, TorreyCove Capital Partners

10:00 - 10:15 AM
AM Networking Break
10:15 - 11:15 AM
CONCURRENT SESSIONS: Domestic Opportunities
  • U.S. Opportunities
    The best investment returns are made during difficult economic environments. What opportunities do institutional investors see in the U.S.? What strategies are being employed to capitalize on the current economic environment?
    • Chris Yang, Managing Partner, Grove Street Advisors
    • Mark Okada, Chief Investment Officer, Highland Capital
    • Jay Eum, Co-Founder and Managing Director, Translink Capital
    • Sanjiv Shah, Managing Director, BAML Capital Access Funds
    • Moderator: Dickson Suit, Partner, Ironwood Capital
  • Emerging Manager Opportunities
    General partners and limited partners discuss domestic emerging manager opportunities and challenges
    • R. Neil Malik, Managing Partner, K1 Capital Advisors
    • Stuart Bernstein, Investment Manager, Teacher Retirement System of Texas
    • Kelvin Liu, Director, INVESCO Private Capital
    • Dolph Hellman, Partner, Orrick
    • Moderator: Steve Chang, Partner, Clearlake Capital Group
11:25 - 12:25 PM
CONCURRENT SESSIONS: Opportunities in Asia
  • Strategies for Investing in Asia: How does Asia fit in an overall asset allocation strategy? How do global trends and issues impact investing in Asia? What is the return expectation for this region? How will investors attain their long-term objectives for this region?
    • Ben Meng, Senior Portfolio Manager, CalPERS
    • Brian Koo, Partner, Formation 8
    • Teresa Kong, Portfolio Manager, Matthews Asia
    • Melissa Ma, Co-Founder & Managing Partner, Asia Alternatives
    • Moderator: Brenda Chia, Venture Partner, Paladin Capital Asia
  • Pan-Asian Opportunities: What are the opportunities in other Asian markets? Join our panel of Asia specialists and experts to discuss the risks and rewards offered by China's neighboring countries.
    • Louie Nguyen, CIO, Soledad Investments
    • Nikunj Jinsi, Global Head of Clean Technology Investments, IFC
    • Drew Edwards, Managing Director, Advisory Research
    • Vik Mehrotra, CEO, Venus Capital Management
    • Moderator: Clayton Jue, President & CEO, Leading Edge Investment Advisors
12:30 PM
Lunch
12:45 PM
Lunch Keynote Address: Dominic NG, Chairman, East West Bank and C100
1:15 - 2:00 PM
Lunch Keynote Panel: China Investment in the U.S.
  • Mike Rossi, Special Advisor to Governor Jerry Brown
  • Bruce Pickering, Executive Director, Asia Society Nothern California
  • Moderator: Hanson Li, Managing Director, The Hina Group
2:10 - 3:10 PM
CONCURRENT SESSIONS: The Institutional Track

In depth discussion of allocation strategies and current funding environment. Where are these institutional investors looking to invest and what are the return expectations for various asset classes? What unique issues does each group face and how are they being addressed?

  • Pension Funds
  • Rod June, Chief Investment Officer, LACERS
  • Jimmy Yan, Trustee, NYCERS
  • Greg Henry, Investment Manager, SCE
  • Moderator: Mina Pacheco Nazemi, Partner, Credit Suisse Customized Fund Investment Group
  • Consultant/FOF/Corporate
  • Andy Betz, Director, Macquarie Capital
  • Alex Hsiao, Chief Investment Officer, Progress Investment Management
  • Mike Moy, Managing Director, Pension Consulting Alliance
  • Liz Zale, SVP-Investor Relations, Nielsen
  • Moderator: Kimling Fink, Research Associate, Stepstone Group
3:10 - 3:30 PM
PM Networking Break
3:30 - 4:30 PM
CONCURRENT SESSIONS: The Capital Trail

Taking your fund to market, including fundraising lessons and fundraising strategies, differentiating your firm in a crowded market, and brand messaging. Current issue discussion in each asset class.

  • Private equity and Venture Capital
  • Tony Lee, Managing Partner, One Rock Capital
  • Yegin Chen, Investment Officer and Head of Private Equity, SDCERA
  • Shelly Tilaye, Senior Investment Analyst - Private Equity, LACERA
  • Anthony Lee, Partner, Altos Ventures
  • Moderator: Ivelisse Simon, Vice President, Avante Mezzanine
  • Public Equities and Hedge Funds
  • Felix Lin, President, Beacon Pointe Advisors
  • June Kim, Principal Investment Officer - Equities, LACERA
  • Tony Lee, Senior Portfolio Manager, SFCERS
  • Moderator: Sonya Park, Vice President, State Street Global Advisors
  • Real Estate
  • Barbara Jesuele, Director - Real Assets, J. Paul Getty Trust
  • John Lee, Director, Canyon Capital
  • Lanhee Yung, Director, Starwood Capital Group
  • Peter Braffman, Partner, Credit Suisse Customized Funds Investment Group
  • Moderator: Christy Fields, Managing Director, PCA
4:30 - 5:00 PM
  • Closing Speaker: Erwin McManus, Author and Lecturer on Change, Creativity and Leadership
  • Adjourn
  • Cocktails

WEDNESDAY OCTOBER 31, 2012

Orrick, Herrington & Sutcliffe LLP
777 S. Figueroa St., Los Angeles, CA 90017

7:00 AM
Breakfast
8:00 - 9:00 AM
A Conversation with Susan Cain
Author of the NY Times Best Seller
Quiet: The Power of Introverts in a World That Can't Stop Talking

9:15 - 10:15 AM
Young, Smart, and Ambitious: Senior Principals and Partners at Private Equity Firms
  • Phil Tseng, Partner, Tennenbaum Capital
  • Ben Hom, Managing Director, St. Cloud Capital
  • Anthony Choe, Partner, Brentwood Associates
  • Louis Kim, Partner, Twin Haven Capital
  • Kim Reed, Principal, One Rock Capital
  • Moderator: Gordon Liao, Vice President, Baird Capital Partners
10:15 - 11:00 AM
Speaker: Rick Yamamoto

Talent Spelunking: The dictionary definition of spelunking is "the exploring of caves, especially as a hobby". It may seem hard for you to believe, but each of us can do something better than 10,000 other people. Talent spelunking is exploring the dark recesses inside each of us to find out what that is, and what makes us special.



Agenda subject to further refinement.

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