Agenda

We are pleased to announce the 2018 SEO Alternative Investments Conference (AICON) speakers and agenda.
  • Thurs // Feb 8th
  • Fri // Feb 9th (Invite)
  • Fri // Mar 9th (General)
  • All

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  • Thurs // Feb 8th
  • Fri // Feb 9th (Invite)
  • Fri // Mar 9th (General)
  • All
  • 6:00pm-8:00pm - Pre-Conference Reception

    Welcome

    • Eric DoppstadtVice President & Chief Investment Officer, Ford Foundation

    Remarks

    • William A. GoodloePresident & CEO, Sponsors for Educational Opportunity (SEO)
    • Dominique RaymondStrategy Director, Lumina Foundation
    • Darren WalkerPresident, Ford Foundation
  • 8:00am-9:00am - Limited Partner Leadership Breakfast

    Welcome

    • William A. GoodloePresident & CEO, Sponsors for Educational Opportunity (SEO)
    • John Civantos*Managing Partner, Court Square Capital Partners
    • Kelly M. WilliamsChairman & CEO, Private Equity Women Investor Network

    The SEO Leadership Award Presentation

    • Award Recipient Renae GriffinDirector, GCM Grosvenor (presented by Joanne YooSenior Executive, DPI and Julian JohnsonExecutive VP, SEO)

    Fireside Chat

    • Frank A. Baker*Co-Founder & Managing Partner, Siris Capital Group, LLC (Interviewed by Ninon Marapachi*Managing Director, Bank of America Merrill Lynch)
  • 9:00am-9:35am - Welcome

    Welcome

    • William A. GoodloePresident & CEO, Sponsors for Educational Opportunity (SEO)
    • Yokasta Segura-BaezPrincipal, Pantheon Ventures (US) LP

    Opening Address

    • The Honorable Scott M. StringerNew York City Comptroller

    Keynote Speaker

    • David M. RubensteinCo-Founder and Co-Executive Chairman, The Carlyle Group
  • 9:40am-10:40am - CIO Roundtable

    CIO Roundtable

    • Runa AlamCo-Founding Partner & Chief Executive Officer, DPI (Moderator)
    • Jerry AlbrightChief Investment Officer, Teacher Retirement System of Texas
    • Scott C. EvansDeputy Comptroller for Asset Management & Chief Investment Officer, Office of the NYC Comptroller
    • Vicki L. FullerChief Investment Officer, NYS Common Retirement Fund
  • 10:50am-11:40am - Panel Session #1

    Private Equity Market Trends, Opportunities and Challenges

    • Alex DoñéDeputy Chief Investment Officer – Private Markets, Office of New York City Comptroller Scott M. Stringer (Moderator)
    • Anthony J. de NicolaPresident & Managing Partner, Welsh, Carson, Anderson & Stowe
    • David J. GrainManaging Director, Founder & Chief Executive Officer, Grain Management, LLC
    • David PerezPresident & COO, Palladium Equity Partners
    • Ray WhitemanManaging Partner, Stellex Capital Management

    Uncertainty Appears to be at a Post-Crisis High; How are Successful Hedge Fund Managers Positioning Their Portfolios in 2018?

    • Andrew C. Palmer, CFAChief Investment Officer, Maryland State Retirement and Pension System (Moderator)
    • Peter CarlinManaging Director, Blue Harbour Group
    • Taranjit SabharwalPortfolio Manager and Partner, Hollis Park Partners
    • Alex TahsiliPartner, Alkeon Capital Management
    • David TrucanoManaging Director & Portfolio Manager, BlackRock

    Beyond Buyouts: Special Situation and Turnaround Strategies in an Era of High Valuations

    • Christopher McDonoughDirector & Chief Investment Officer, State of New Jersey Division of Investment (Moderator)
    • Xavier A. Gutierrez*Managing Director, Clearlake Capital Group
    • Soo KimManaging Partner & Chief Investment Officer, Standard General L.P.
    • Josh Nabatian, Partner, Arcadia Investment Partners LLC
    • Josh SternDirector, Private Investments, Robert Wood Johnson Foundation

    Real Estate – What’s in your Late Recovery Playbook?

    • Yvonne D. NelsonHead of Real Estate, Bureau of Asset Management, Office of the New York City Comptroller (Moderator)
    • W. Jeffrey Beckham, Managing Director, Head of Institutional Investment Management, and Fund Manager – Premier Property Fund, Jamestown
    • Paul D. KazilionisManaging Principal, Founder & Chief Executive Officer, Westbrook Partners
    • Chris Lee*Member, Kohlberg Kravis Roberts & Co.
    • Rommel A. MarseilleManaging Director, Colony NorthStar, Inc.
    • Heather MoylanManaging Director, Head of Investor Relations, DivcoWest
  • 11:40am-12:00pm - Networking Break
  • 12:00pm-12:50pm - Panel Session #2

    Credit and the Changing Investment Landscape

    • Tom Tull, CFAChief Investment Officer, ERS of Texas (Moderator)
    • Glenn R. AugustFounder & Chief Executive Officer, Oak Hill Advisors
    • Mark DeNatalePartner and Global Head of Special Situations, CVC Credit Partners
    • Sengal Selassie*Co-CEO and Co-Founder, Brightwood Capital Advisors, LLC
    • Keith Wofford*Partner, Ropes & Gray LLP

    Spotlight on Growth Equity and Venture Capital: What Opportunities and Challenges Lie Ahead?

    • Lindsay Creedon, Partner, StepStone Group (Moderator)
    • Gurinder GrewalManaging Director, Advent International
    • Dr. Kola OlofinbobaManaging Partner, Fairview Capital Partners
    • Deven ParekhManaging Director, Insight Venture Partners
    • Juan E. SabaterPartner, Valor Equity Partners

    Perspectives from Capital Allocators, Consultants & Emerged Managers

    • Cheryl D. AlstonExecutive Director & Chief Investment Officer, Employees’ Retirement Fund of the City of Dallas (Moderator)
    • Daphne DufresneManaging Partner, GenNx360 Capital Partners
    • Charlie Georgalas, CFAChief Executive Officer, Colonial Consulting, LLC
    • Francis O. IdehenManaging DirectorChief Operating Officer, GCM Grosvenor
    • Greg Jania, CFAHead of Fund Investments, APG Asset Management Inc.

    Exploring the Role of Alternatives in Impact Investing Venture Capital in Supporting Social Enterprises

    • Tina N. Castro, CFAManaging Partner and Co-Founder, Avivar Capital (Moderator)
    • Helen AdeosunCo-Founder and CEO, CareAcademy
    • Andre P. BenninManaging Director, Strada Education Network
    • Kesha Cash*General Partner, Impact America Fund
    • John Duong*Managing Director, Lumina Impact VenturesLumina Foundation
    • Felix OrtizFounder, Chairman & CEO, Viridis Learning 
  • 1:00pm-2:10pm - Pioneer Spotlight

    Pioneer Spotlight

    • Jim CoulterCo-CEO & Founding Partner, TPG

    Industry Leadership Fireside Chat

    • Joseph Y. Bae*Co-President & Co-Chief Operating Officer, Kohlberg Kravis Roberts & Co. (Interviewed by Seema ModyReporter, CNBC)

    Lumina Foundation & Crowdsourcing Prize Announcement

    • Jamie MerisotisPresident & CEO, Lumina Foundation

    The SEO Reginald F. Lewis Achievement Award Presentation

    • 2018 Award Recipient Frank A. Baker*Co-Founder & Managing Partner, Siris Capital Group, LLC (presented by Loida Nicolas LewisChair, Reginald F. Lewis Foundation and 2017 Award Recipient David PerezPresident & COO, Palladium Equity Partners)
  • 2:15pm-3:05pm - Panel Session #3

    Secondaries and Co-Investments: An Ever-changing Marketplace

    • Brian O’NeilChief Investment Officer, Robert Wood Johnson Foundation (Moderator)
    • Joshua BlaineSenior Managing Director, Strategic Partners, Blackstone
    • Edward C. Keith IIIPartnerLandmark Partners
    • Chenkay LiVice President, Hamilton Lane
    • Victor L. Wu*Partner, Lexington Partners

    Elements of Growing a Successful Firm

    • Suzanne GauronCo-Head of Strategic Partnerships and Client Portfolio Solutions, AIMS, Goldman Sachs (Moderator)
    • Mark Johnson*Co-Founder & Managing Partner, Astra Capital Management
    • Amanda Persaud, Partner, Ropes & Gray LLP
    • Clinton L. StevensonInvestment Director, Investment Manager Engagement Programs, CalPERS
    • Willie E. WoodsPresident & Managing Director, ICV Partners
    • Patricia Miller ZollarManaging Director, Neuberger Berman

    Assessing the Opportunity in Emerging Markets Investments in 2018

    • Joanne Yoo*Senior Executive, DPI (Moderator)
    • Armando AcostaSenior Vice President, Private Funds Group, PineBridge Investments
    • Obinna Isiadinso*Senior Investment Manager, IFC Asset Management Company
    • Aziz Moolji*Managing Director, The Abraaj Group
    • Lynn Nguyen, AVP, Head of Emerging Markets Private Equity, Overseas Private Investment Corporation (OPIC)

    Points of Access and Opportunity – Breaking into Alternative Investments

    • Jeannine SantarelliPrincipal, Global Human Resources, The Carlyle Group (Moderator)
    • Stacy Levine, Principal, Amity Search Partners
    • Janelle Baines Matthews*Recruiter, CPI
    • Adebola Osakwe, Head of Inclusion & Diversity, Kohlberg Kravis Roberts & Co.
    • Leah Trabich, Partner, HSP
  • 3:10pm-4:00pm - Closing CIO Spotlight

    Closing CIO Spotlight

    • Mary KnoblerManaging Director and Co-Head of Trading, Oaktree Capital Management (Moderator)
    • Harshal ChaudhariManaging Director and CIO, IBM Retirement Funds
    • Anne Dinneen, Chief Investment Officer, Hamilton College
    • Tyson Pratcher*Managing Partner and Head of Investments, The Family Office Company BSC (c)
    • Bei SavilleSenior Endowments & Foundations CIO, Northern Trust Investments
  • 4:00pm- Lumina Foundation Crowdsourcing Challenge Announcement

    Lumina Foundation Crowdsourcing Challenge Announcement 

    • John Duong*Managing Director, Lumina Impact VenturesLumina Foundation
  • 4:00pm-5:00pm - SEO Networking Cocktail Reception