| Tuesday June 9, 2009 |
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| 3:15 pm |
Ring the closing bell at NASDAQ (by invitation) |
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| Wednesday June 10, 2009 |
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| 9:00 am |
Registration Opens |
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| 10:20 am |
Welcome by Brenda Chia (President, AAAIM) and Ginger Lew (Co-chair, AAAIM) |
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| 10:30 am |
Opening by David Rubenstein, Co-founder, The Carlyle Group |
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| 11:00 am |
Introduction to Panel 1 by Sanjiv Shah, Bank of America
Panel 1: Understanding the world of foundations and endowments
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What are the missions of the LP organizations on this panel and how are the missions fulfilled by their investment strategies? What is the impact of the current economic climate on their investment strategies? How do these LPs conduct their asset allocation, access new managers and select managers?
Jeremy Crigler, Chief Investment Officer, Tulane University
Chun Lai, Managing Director, The Rockefeller Foundation
Brian O'Neil, Chief Investment Officer, Robert Wood Johnson Foundation
Tina Surh, Deputy Chief Investment Officer, New York University Endowment
Jim Marrone, CMO, Capital Z (Moderator) |
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| 12:15 pm |
Lunch introduction by
Suni Harford , Citi
Lifetime Achievement Award to Kurato Shimada , Board Member of CalPERS, presented by Maeley Tom (Co-chair, AAAIM)
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| Sponsored by: |
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| 1:00 pm |
Keynote: A conversation with Julian Robertson
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Legendary investor and founder of Tiger Management Corp, Julian Robertson, draws on decades of experience with challenging markets to offer his insights on how to make the best of current conditions.
This session will be in Q&A format. |
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| 2:00 pm |
Introduction to Panel 2 by Jacqueline Rantanen, Hamilton Lane
Panel 2: Capital access 2009 and 2010 |
New initiatives are being launched by these public pension funds and fund-of-funds even as economic uncertainty is the order of the day. Learn how their initiatives, such as emerging manager programs and emerging market allocations, benefit you in 2009 and 2010.
Joseph Haslip, Assistant Comptroller for Pensions, Office of the New York City Comptroller
Clayton Jue, President, Leading Edge Investment Advisors
Joncarlo Mark, Senior Portfolio Manager, CalPERS
Tyson Pratcher, Assistant Comptroller for Pension Investments and Cash Management, Office of the State Comptroller of New York
Judy Chambers, Managing Director, Pension Consulting Alliance (Moderator) |
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| 3:15 pm |
Break
Sponsored by:
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| 3:45 pm |
Asset class breakouts |
Join the LPs and GPs to discuss specific market opportunities by asset class: hedge funds & public equities, private equity & venture, real estate.
Private Equity & Venture:
David Fann, President & CEO , Pacific Corporate Group Asset Management
Charles Merritt, Managing Partner, Parish Capital Advisors
Kelly Williams, Co-head, Credit Suisse Customized Fund Investment Group
Hedge Funds & Public Equities:
John Massy , Vice President, Capital Z
Richard Chen, Counsel, Arnold & Porter LLP
Real estate:
Marjorie Tsang, Assistant Comptroller for Real Estate Investments,
Office of the State Comptroller of New York
Bennett Kim, Big Rock Partners |
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| 5:00 pm |
Closing & Cocktails |
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