Open Source: The Future of Investment - Program Guide

Tuesday – October 7th, 2014
12:00pm – 1:00pm

Networking Luncheon

  • Dolph Hellman, Partner, Orrick, Herrington & Sutcliffe LLP
1:15pm – 2:30pmAAAIM Training Workshop

A workshop session dedicated to supporting young professional development. Potential topics include skills training in networking, an overview of leveraging your community, or the value of giving back/paying forward.

  • Linda Akutagawa, President & CEO, Leadership Education for Asian Pacifics Inc. (LEAP)
2:30pm – 3:30pmReaching for the Top

A keynote interview with a prominent figure in the investment community of AAPI heritage. Discussion will focus around the individual’s professional development as well as ways they have given back/paid it forward.


  • Gordon Liao, Co-Founder, Modjule, LLC
  • William Lee, Chief Investment Officer and Vice President, Foundation and Pension Investments, Kaiser Permanente
3:30pm – 3:45pm

Networking Break

3:45pm – 5:00pmDriving Towards Success: Growing a Successful Career in the Industry

A panel of leading industry representatives discuss ways in which they have grown their careers and how they are working to engage in greater diversity efforts, both at a professional and corporate level.

  • Moderator: Gordon Liao, Co-Founder, Modjule, LLC
  • Andreas Moon, Principal, I Squared Capital
  • Tony J. Lee, Senior Vice President & Portfolio Manager, Progress Investment Management Company, LLC
  • John Kim, Managing Director, H.I.G. Growth Partners
  • Wayne K. Wu, Principal, VMG Partners
  • Philip Tseng, Managing Partner, Tennenbaum Capital Partners, LLC
  • Michael S. Moon, Managing Director, Calera Capital
8:00pm – 10:00pm Opening Reception

Four Seasons Silicon Valley, Quattro Terrace – East Palo Alto, CA


Wednesday – October 8th, 2014
7:45am – 8:10am


  • Chris Chan, President, AAAIM
8:10am – 8:40amEntrepreneurial Managers – Why Startups Matter

A TEDTalk style engagement with one major plan sponsor representative discussing the value and reason for their purposeful engagement in the emerging manager space. This would be followed by a successful manager who has leveraged emerging manager programs to develop a successful and now established firm.

  • Introductions: Sanjiv Shah, Managing Director, Bank of America Merrill Lynch
  • GP TEDTalk: Tony W. Lee, Co-Founder & Managing Partner, One Rock Capital Partners, LLC
  • LP TEDTalk: Chris Ailman, Chief Investment Officer, California State Teachers' Retirement System
8:45am – 9:45amAsian Americans Leading the Way

A panel focused on highlighting some of the industry leaders in the AAPI community. Topics of discussion include personal life lessons learned rising in the industry and state of the market, especially as it relates to diversity engagement.

  • Moderator: Anny Huang, Partner, Sidley Austin LLP
  • Clayton Jue, President & CEO, Leading Edge Investment Advisors
  • Thao Buuhoan, President & Chief Operating Officer, Rice Hall James & Associates
  • Diana Liu, General Counsel, Principal, and Chief Compliance Officer, Artemis Real Estate Partners
9:45am – 10:30amCorporate America & Emerging Managers

Like many others during the recession, corporations had to adjust their investment strategies in order to continue growing their assets. This panel will focus on the views and insights of corporate investors, specifically their insights into investment strategies for the coming year.

  • Moderator: Laurie Weir, Senior Portfolio Manager, CalPERS Global Real Estate Investment Office
  • Cherrise Cederqvist, Vice President, Strategic Investment Research Group, Prudential Investments
  • Marvin Tong, CFA, CAIA, Project Manager - Investments Division, Southern California Edison
  • Chrissie Chen Pariso, Sr. Portfolio Manager, Exelon Corporation
10:30am – 10:45amBreak

10:45am – 11:45amAsset Class Breakout Sessions

Private Equity & Venture Capital

  • Moderator: Dolph Hellman, Partner, Orrick, Herrington & Sutcliffe LLP
  • Adil Kabani, Private Equity Associate, Overseas Private Investment Corporation
  • Craig White Alternative Investments & Private Equity, ERS of Texas
  • Kelvin Liu, Director, Invesco Private Capital
  • Sanjiv Shah, Managing Director, Bank of America Merrill Lynch

Equities / Hedge Funds
  • Moderator: Paige Kuroyama, Partner, Western Regional Professional Practice, McGladrey LLP
  • Kirk Sims, Analyst, Illinois Teachers’ Retirement System
  • June Kim, Director, Global Equity, California State Teachers' Retirement System
  • Tina Byles Williams, Portfolio Manager, Global Equities, Chief Investment Officer, Chief Executive Officer, FIS Group
  • Mike Hagopian, Vice President, Global Portfolio Strategist, Global Active Quantitative Equity Investment Team, State Street Global Advisors

Real Assets
  • Moderator: Sharmila Kassam, Deputy Chief Investment Officer, Employees Retirement System of Texas
  • Patrick D. Curran, President and Chief Executive Officer, MC Asset Management Holdings, LLC
  • Hon Wing Mak, Associate, Artemis Real Estate Partners
  • Andrew Cronin, Investment Associate, Teacher Retirement System of Texas
  • Shawn Menz, Investment Associate, GCM Grosvenor
11:45am – 12:00pmBreak

12:00pm – 1:30pmLuncheon

The luncheon program includes a keynote address, Champion and Trailblazer awards as well as a commemoration to the late Joe Dear.

12:10pm – 12:15pm
Joe Dear Commemoration (5 min)
Presenter: Maeley Tom

12:15pm – 12:30pm
Trailblazer's Award

  • Ginger Lew, Managing Director, Enduring Hydro
  • Annie Lazarus, IACCP, CRCP Chief Compliance Officer, Landmark Partners
  • JoAnn H. Price, Managing Partner, Fairview Capital Partners
12:30pm – 12:35pm
  • Ian Asvakovith, Managing Director, Piedmont Fund Services, Inc.
12:45pm – 1:15pm
  • Interviewer: Jay H. Eum, Co-Founder and Managing Director, TransLink Capital
  • Keynote: Shankar Chandran, Vice President & Head of Samsung Catalyst Fund, Samsung Electronics
1:30pm – 2:30pmIndustry Topic Breakouts

Impact Investing: Investing in Today for Tomorrow

Across the industry there is a growing demand for greater mission-based investment strategies encouraging social responsibility and business development. In this session we take a look at what some leaders in the space are doing to bring returns to their investors and society.

  • Moderator: Yong-Nam Jun, Of Counsel, Orrick, Herrington & Sutcliffe LLP
  • Matt Hoganbruen, Managing Director, Bank of America Merrill Lynch
  • Michael Chodos, Senior Advisor, US National Advisory Board on Social Impact Investing
  • Pravina Raghavan, Deputy Associate Administrator, Office of Investment and Innovation, U.S. Small Business Administration
  • Noel Kullavanijaya, Principal & Director, Equilibrium Capital Group
Technology of Tomorrow: What's Next in the Technology Revolution?

Technological advancement has been at the forefront of the modern era. In a post-recession economy what can we look forward to in terms of the next generation of technological advancements and where can we find value-add investments in the process?
  • Moderator: Harold M. Yu, Partner, Technologies Companies Group, Orrick, Herrington & Sutcliffe LLP
  • Michael Yang, Managing Director, Comcast Ventures
  • Anthony P. Lee, General Partner, Altos Ventures
  • Eric Kim, Co-Founder and Managing Partner, Goodwater Capital
  • Tae Hea Nahm, Co-founder & Managing Director, Storm Ventures
2:30pm – 2:45pmBreak

2:45pm – 3:15pmThe Future of Pension Planning – An Interview with the Hon. Josh Gotbaum and the Hon. Kevin de León

Hear from Pension Benefit Guarantee Corporation Director Josh Gotbaum, #4 on Institutional Investor's top "40 most influential people in the battle to decide the future of U.S. pensions," on his thoughts about the latest trends in pension planning, pension policy and market trends.

Ginger Lew, Managing Director, Enduring Hydro
Senate President pro Tem-elect Kevin de León, 22nd Senate District, California State Assembly

  • Josh Gotbaum, Director, Pension Benefit Guarantee Corporation
3:15pm – 4:15pmThe Future of Pension Planning From the Pension Plans

Pension plans have faced significant upheaval these last several years and with the market seeing some signs of stabilization, we look to these leaders for insights on how they are planning their investment strategies for the future.

  • Moderator: David Winter, Partner, Hogan Lovells US LLP
  • Ted Eliopolous, Chief Investment Officer, California Public Employees' Retirement System
  • Stuart O’Dell, Assistant Treasurer, Retirement Investments, Intel Corporation
  • John Skjervem, Chief Investment Officer, Oregon Public Employees Retirement System
  • Sharmila Kassam, Deputy Chief
5:00pm – 6:00pmClosing Reception
Quattro Terrace

Award Presentation – Champions Award

  • Presentero: David Almodovar, Principal, GCM Grosvenor Private Markets
  • Champion’s Award: David Kushner, Chief Investment Officer, Los Angeles County Employees Retirement Association (LACERA)