2019 Conference Agenda

We are pleased to announce the 2019 SEO Alternative Investments Conference (AICON) speakers and agenda.
6:00pm - 8:00pm

Pre-Conference Reception (Invitation-Only)

Welcome and Remarks

  • Eric Doppstadt VP & CIO, Ford Foundation
  • Darren Walker President, Ford Foundation
  • Roy Swan Director, Mission Investments, Ford Foundation
  • William A. Goodloe President & CEO, SEO
  • Danette Howard Chief Strategy Officer & Senior VP, Lumina Foundation
8:00am - 9:00am

Limited Partner Leadership Breakfast (Invitation-Only)

Welcome 

  • William A. GoodloePresident & CEO, SEO
  • Kelly M. WilliamsChairman & CEO, Private Equity Women Investor Network

Fireside Chat 

  • Jarvis Hollingsworth, Partner, Bracewell LLP and
    Chairman, Board of Trustees, Teacher Retirement System of Texas
  • Jon Winkelried, Co-CEO & Partner, TPG
9:05am - 9:30am

Opening Session

Welcome

Emcee  Yokasta Segura-Baez, Principal, Campbell Lutyens
  • William A. GoodloePresident & CEO, SEO

Opening Address

Introduction by Chavon Sutton, Director, Diversity & Inclusion (Emerging & Diverse Managers), Office of NYC Comptroller

  • The Honorable Scott M. StringerNew York City Comptroller
9:35am - 10:05am

Keynote Session

Introduction by Henry R. Kravis, Co-Chairman & Co-CEO,  Kohlberg Kravis Roberts & Co.

  • Michael Haddad,  Deputy Chief Investment Officer, Office of New York City Comptroller
  • Howard Marks, Co-Chairman, Oaktree Capital
10:10am - 11:00am

Endowments and Foundations Roundtable

Endowments & Foundations: New Initiatives to Promote Diversity in the Investment Industry
  • Charlie Georgalas CEO, Colonial Consulting, LLC (Moderator)
  • Caroline Greer Managing Director, Chartered Investment Manager, Commonfund
  • Brian S. O’Neil CIO, Robert Wood Johnson Foundation
  • Thurman V. White, JrTrustee, Silicon Valley Community Foundation
  • Joel Wittenberg Vice President and Chief Investment Officer, W.K. Kellogg Foundation
11:05am - 11:55am
Breakout Panels
(I) Private Equity: Record Levels of Dry Powder Coupled with High Valuations
  • Bei Saville Senior VP, Senior Endowments & Foundations CIO,  Northern Trust (Moderator)
  • Daphne Dufresne Managing Partner, GenNx360 Capital Partners
  • Amanda Persaud Partner, Ropes & Gray
  • Davide Wassong Co-Head, Capital Investment Partners LP
  • Patricia Miller Zollar Managing Director, Neuberger Berman
(II) Credit: Investing in a Changing Economic Landscape
  • Bryan Lewis CIO, Pennsylvania State Employees’ Retirement System (Moderator)
  • Glenn R. August Founder & CEO, Oak Hill Advisors
  • Tanvi Desai Senior VP, Oaktree Capital Management
  • Joanne De Silva Partner, Ropes & Gray
  • Sengal Selassie Co-CEO & Co-Founder, Brightwood Capital Advisors
(III) Uncertainty is the Only Certainty: How Experienced Fund Managers are Navigating Today’s Environment
  • David S. Richter Managing Director, Hedge Fund Strategies Investment Committee Chair and Co-Head of Research, GCM Grosvenor (Moderator)
  • Fred A. Cummings Founder & President, Elizabeth Park Capital Management, Ltd.
  • Fernando Guerrero Founder, Varadero Capital, L.P.
  • Neil Messing Director NYC Pension System, Office of the NYC Comptroller
  • Stephen Usher Partner & Head of External Relations, Standard General
(IV) Navigating Market Cycles & Changing Industry Dynamics as Venture Capitalists
  • Brendon Kim VP, MD, Global Head of Ventures, Samsung NEXT Ventures (Moderator)
  • Abigail Archibald Senior Portfolio Manager, The Andrew W. Mellon Foundation
  • Anu Duggal Founding Partner, Female Founders Fund
  • Aaron Holiday Co-Founder & General Partner, 645 Ventures
  • Jalak Jobanputra Founder & Managing Partner, Future\Perfect Ventures
12:15pm - 1:05pm

Breakout Panels

(I) Real Estate: Navigating the Current Cycle
  • Yvonne Nelson  Head of Real Estate, Office of the NYC Comptroller (Moderator)
  • Peter Braffman Managing Director, GCM Grosvenor
  • Anu Duggal Founding Partner, Female Founders Fund
  • Krista Kerr VP, Oak Street Real Estate Capital, LLC
  • Eric Samek Managing Director, Brasa Capital Management
(II) Exploring the Role of Alternatives in Impact Investing

Introduction by Daryoush “D” Niknejad Director, STRAIT Capital

  • Eric Stephenson  Director of Client Services, Align Impact (Moderator)
  • Andre P. Bennin Managing Director, Strada Education Network
  • Cynthia Muller Director of Mission Investments, W.K. Kellogg Foundation
  • Gerry Pambo-Awich Director of Strategic Initiatives & Impact Investments, Prudential Financial
  • Roy Swan Director, Mission Investments, Ford Foundation
(III) Secondaries and Co-Investments: An Ever-Changing Marketplace
  • Joshua Stern  Director of Private Investments, Robert Wood Johnson Foundation (Moderator)
  • Christophe Browne Managing Director, Intermediate Capital Group (ICG)
  • David Fox Principal in Strategic Partners, The Blackstone Group
  • Jenna Shen VP, Alternative Investments & Manager Selection, Goldman Sachs Asset Management
  • Victor L. Wu Partner, Lexington Partners
(IV) Exploring the Role of Family Offices (Session 1)
  • Reid Bernstein CIO & Managing Partner, Amerin Partners (Moderator)
  • Glenn Fuhrman Co-Founder & Co-Managing Partner, MSD Capital
  • Joseph Kusnan General Partner, DMP Private Management
  • Marc McMorris Co-Founder & Managing Director, Carrick Capital Partners
  • James Rothschild Co-Founder & Managing Partner, West Arrow
1:10pm - 2:00pm

Lunch & Plenary Sessions

SEO Reginald F. Lewis Achievement Award Presentation

2019 Recipient

  • José Feliciano, Co-Founder & Managing Partner, Clearlake Capital Group

Presented by 2018 Recipient

  • Frank A. Baker, Co-Founder & Managing Partner, Siris Capital Group, LLC
  • Loida Nicolas Lewis, Chair, Reginald F. Lewis Foundation
2:05pm - 2:30pm

Fireside Chat

  • Penny Pritzker, Founder & Chairman, PSP Partners & 38th U.S. Secretary of Commerce
  • Kelly M. WilliamsChairman & CEO, Private Equity Women Investor Network
2:45pm - 3:35pm

Breakout Panels

(I) Assessing the Opportunity in Emerging Markets
  • Kim Y. Lew VP & CIO, Carnegie Corporation of New York (Moderator)
  • Eduardo Cortes CIO, GIA Partners, LLC
  • Obinna Isiadinso Senior Investment Manager, IFC Asset Management Company
  • Bei Saville Senior VP, Senior Endowments & Foundations CIO, Northern Trust
  • Joanne Yoo Senior Executive, Development Partners International (DPI)
(II) Opportunities for Public-Private Partnerships as America Rebuilds its Infrastructure
  • James Celestine Investment Staff, Real Assets, New York State Common Retirement Fund (Moderator)
  • Guillermo Marroquin Head of North American Real Assets, Campbell Lutyens
  • Marietta Moshiashvili CEO & Managing Partner, Upper Bay Infrastructure Partners
  • Lars Pace Principal, Hamilton Lane
  • Peter Taylor Co-Head, Carlyle Global Infrastructure Opportunity Fund, The Carlyle Group
(III) Investing on the Way to Fund Formation

Introduction by Shana Johnson Director, STRAIT Capital

  • Jason Torres Kauffman Fellow / Healthcare Angel Investor (Moderator)
  • Nicholas Antoine Partner, Red Arts Capital
  • Mark Johnson Co-Founder & Managing Partner, Astra Capital Management
  • David McCombie Founder & CEO, McCombie Capital
  • Haran Narulla Managing Partner, Tygon Peak Capital
  • Nichole Wagner Managing Director, East Rock Capital, LLC
(IV) Exploring the Role of Family Offices (Session 2)
  • Reid Bernstein CIO & Managing Partner, Amerin Partners (Moderator)
  • Andreas Beroutsos Managing Partner, HRS Management
  • Pia Desai Director, DS Advisors
  • Robert Discolo CEO & CIO, River Partners Capital Management
  • Josh Nabatian Partner, Arcadia Investment Partners
  • Daniel Schatzman Wolfson Group
(V) Points of Access and Opportunity – Breaking into Alternative Investments
  • Anilu Vazquez-Ubarri  Chief Human Resources Officer, TPG (Moderator)
  • Jaya K. Hathaway Recruiter, CPI
  • Kathryn Hearington Recruiter, Henkel Search Partners
  • Stacy Levine Partner, Amity Search Partners
  • Stephen Shapiro Partner, Clayton, Dubilier & Rice
3:50pm - 4:45pm

Public Pension Roundtable

Public Pensions: The State of the Diverse, Emerging Manager
  • Jason Howard, Director/Partner, GCM Grosvenor (Moderator)
  • Kirk Sims, CFA, Head of Emerging Managers Program, Teacher Retirement System of Texas
  • Sheryl Mejía, Director, Emerging Managers, NY State Common Retirement Fund, Office of the State Comptroller
  • Clinton L. Stevenson, Investment Director, Investment Manager Engagement Programs, California Public Employees’ Retirement System
  • Chavon Sutton, Director, Diversity & Inclusion (Emerging & Diverse Managers), Office of NYC Comptroller
5:00pm - 6:00pm

SEO Networking Cocktail Reception

6:00pm - 8:00pm

Pre-Conference Reception (Invitation-Only)

Welcome and Remarks

  • Eric Doppstadt VP & CIO, Ford Foundation
  • Darren Walker President, Ford Foundation
  • Roy Swan Director, Mission Investments, Ford Foundation
  • William A. Goodloe President & CEO, SEO
  • Danette Howard Chief Strategy Officer & Senior VP, Lumina Foundation
6:00pm - 8:00pm

Pre-Conference Reception (Invitation-Only)

Welcome and Remarks

  • Eric Doppstadt VP & CIO, Ford Foundation
  • Darren Walker President, Ford Foundation
  • Roy Swan Director, Mission Investments, Ford Foundation
  • William A. Goodloe President & CEO, SEO
  • Danette Howard Chief Strategy Officer & Senior VP, Lumina Foundation
8:00am - 9:00am

Limited Partner Leadership Breakfast (Invitation-Only)

Welcome 

  • William A. GoodloePresident & CEO, SEO
  • Kelly M. WilliamsChairman & CEO, Private Equity Women Investor Network

Fireside Chat 

  • Jarvis Hollingsworth, Partner, Bracewell LLP and
    Chairman, Board of Trustees, Teacher Retirement System of Texas
  • Jon Winkelried, Co-CEO & Partner, TPG
9:05am - 9:30am

Opening Session

Welcome

Emcee  Yokasta Segura-Baez, Principal, Campbell Lutyens
  • William A. GoodloePresident & CEO, SEO

Opening Address

Introduction by Chavon Sutton, Director, Diversity & Inclusion (Emerging & Diverse Managers), Office of NYC Comptroller

  • The Honorable Scott M. StringerNew York City Comptroller
9:35am - 10:05am

Keynote Session

Introduction by Henry R. Kravis, Co-Chairman & Co-CEO,  Kohlberg Kravis Roberts & Co.

  • Michael Haddad,  Deputy Chief Investment Officer, Office of New York City Comptroller
  • Howard Marks, Co-Chairman, Oaktree Capital
10:10am - 11:00am

Endowments and Foundations Roundtable

Endowments & Foundations: New Initiatives to Promote Diversity in the Investment Industry
  • Charlie Georgalas CEO, Colonial Consulting, LLC (Moderator)
  • Caroline Greer Managing Director, Chartered Investment Manager, Commonfund
  • Brian S. O’Neil CIO, Robert Wood Johnson Foundation
  • Thurman V. White, JrTrustee, Silicon Valley Community Foundation
  • Joel Wittenberg Vice President and Chief Investment Officer, W.K. Kellogg Foundation
11:05am - 11:55am
(I) Private Equity: Record Levels of Dry Powder Coupled with High Valuations
  • Bei Saville Senior VP, Senior Endowments & Foundations CIO,  Northern Trust (Moderator)
  • Daphne Dufresne Managing Partner, GenNx360 Capital Partners
  • Amanda Persaud Partner, Ropes & Gray
  • Davide Wassong Co-Head, Capital Investment Partners LP
  • Patricia Miller Zollar Managing Director, Neuberger Berman
(II) Credit: Investing in a Changing Economic Landscape
  • Bryan Lewis CIO, Pennsylvania State Employees’ Retirement System (Moderator)
  • Glenn R. August Founder & CEO, Oak Hill Advisors
  • Tanvi Desai Senior VP, Oaktree Capital Management
  • Joanne De Silva Partner, Ropes & Gray
  • Sengal Selassie Co-CEO & Co-Founder, Brightwood Capital Advisors
(III) Uncertainty is the Only Certainty: How Experienced Fund Managers are Navigating Today’s Environment
  • David S. Richter Managing Director, Hedge Fund Strategies Investment Committee Chair and Co-Head of Research, GCM Grosvenor (Moderator)
  • Fred A. Cummings Founder & President, Elizabeth Park Capital Management, Ltd.
  • Fernando Guerrero Founder, Varadero Capital, L.P.
  • Neil Messing Director NYC Pension System, Office of the NYC Comptroller
  • Stephen Usher Partner & Head of External Relations, Standard General
(IV) Navigating Market Cycles & Changing Industry Dynamics as Venture Capitalists
  • Brendon Kim VP, MD, Global Head of Ventures, Samsung NEXT Ventures (Moderator)
  • Abigail Archibald Senior Portfolio Manager, The Andrew W. Mellon Foundation
  • Anu Duggal Founding Partner, Female Founders Fund
  • Aaron Holiday Co-Founder & General Partner, 645 Ventures
  • Jalak Jobanputra Founder & Managing Partner, Future\Perfect Ventures
12:15pm - 1:05pm

Breakout Panels

(I) Real Estate: Navigating the Current Cycle
  • Yvonne Nelson  Head of Real Estate, Office of the NYC Comptroller (Moderator)
  • Peter Braffman Managing Director, GCM Grosvenor
  • Anu Duggal Founding Partner, Female Founders Fund
  • Krista Kerr VP, Oak Street Real Estate Capital, LLC
  • Eric Samek Managing Director, Brasa Capital Management
(II) Exploring the Role of Alternatives in Impact Investing

Introduction by Daryoush “D” Niknejad Director, STRAIT Capital

  • Eric Stephenson  Director of Client Services, Align Impact (Moderator)
  • Andre P. Bennin Managing Director, Strada Education Network
  • Cynthia Muller Director of Mission Investments, W.K. Kellogg Foundation
  • Gerry Pambo-Awich Director of Strategic Initiatives & Impact Investments, Prudential Financial
  • Roy Swan Director, Mission Investments, Ford Foundation
(III) Secondaries and Co-Investments: An Ever-Changing Marketplace
  • Joshua Stern  Director of Private Investments, Robert Wood Johnson Foundation (Moderator)
  • Cristophe Browne Managing Director, Intermediate Capital Group (ICG)
  • David Fox Principal in Strategic Partners, The Blackstone Group
  • Jenna Shen VP, Alternative Investments & Manager Selection, Goldman Sachs Asset Management
  • Victor L. Wu Partner, Lexington Partners
(IV) Exploring the Role of Family Offices (Session 1)
  • Reid Bernstein CIO & Managing Partner, Amerin Partners (Moderator)
  • Glenn Fuhrman Co-Founder & Co-Managing Partner, MSD Capital
  • Joseph Kusnan General Partner, DMP Private Management
  • Marc McMorris Co-Founder & Managing Director, Carrick Capital Partners
  • James Rothschild Co-Founder & Managing Partner, West Arrow
1:10pm - 2:00pm

Lunch & Plenary Sessions

SEO Reginald F. Lewis Achievement Award Presentation

2019 Recipient

  • José Feliciano, Co-Founder & Managing Partner, Clearlake Capital Group

Presented by 2018 Recipient

  • Frank A. Baker, Co-Founder & Managing Partner, Siris Capital Group, LLC
  • Loida Nicolas Lewis, Chair, Reginald F. Lewis Foundation
2:05pm - 2:30pm

Fireside Chat

  • Penny Pritzker, Founder & Chairman, PSP Partners & 38th U.S. Secretary of Commerce
  • Kelly M. WilliamsChairman & CEO, Private Equity Women Investor Network
2:45pm - 3:35pm

Breakout Panels

(I) Assessing the Opportunity in Emerging Markets
  • Kim Y. Lew VP & CIO, Carnegie Corporation of New York (Moderator)
  • Eduardo Cortes CIO, GIA Partners, LLC
  • Obinna Isiadinso Senior Investment Manager, IFC Asset Management Company
  • Bei Saville Senior VP, Senior Endowments & Foundations CIO, Northern Trust
  • Joanne Yoo Senior Executive, Development Partners International (DPI)
(II) Opportunities for Public-Private Partnerships as America Rebuilds its Infrastructure
  • James Celestine Investment Staff, Real Assets, New York State Common Retirement Fund (Moderator)
  • Guillermo Marroquin Head of North American Real Assets, Campbell Lutyens
  • Marietta Moshiashvili CEO & Managing Partner, Upper Bay Infrastructure Partners
  • Lars Pace Principal, Hamilton Lane
  • Peter Taylor Co-Head, Carlyle Global Infrastructure Opportunity Fund, The Carlyle Group
(III) Investing on the Way to Fund Formation

Introduction by Shana Johnson Director, STRAIT Capital

  • Jason Torres Kauffman Fellow / Healthcare Angel Investor (Moderator)
  • Nicholas Antoine Partner, Red Arts Capital
  • Mark Johnson Co-Founder & Managing Partner, Astra Capital Management
  • David McCombie Founder & CEO, McCombie Capital
  • Haran Narulla Managing Partner, Tygon Peak Capital
  • Nichole Wagner Managing Director, East Rock Capital, LLC
(IV) Exploring the Role of Family Offices (Session 2)
  • Reid Bernstein CIO & Managing Partner, Amerin Partners (Moderator)
  • Andreas Beroutsos Managing Partner, HRS Management
  • Pia Desai Director, DS Advisors
  • Robert Discolo CEO & CIO, River Partners Capital Management
  • Josh Nabatian Partner, Arcadia Investment Partners
  • Daniel Schatzman Wolfson Group
(V) Points of Access and Opportunity – Breaking into Alternative Investments
  • Anilu Vazquez-Ubarri  Chief Human Resources Officer, TPG (Moderator)
  • Jaya K. Hathaway Recruiter, CPI
  • Kathryn Hearington Recruiter, Henkel Search Partners
  • Stacy Levine Partner, Amity Search Partners
  • Stephen Shapiro Partner, Clayton, Dubilier & Rice
3:50pm - 4:45pm

Public Pension Roundtable

Public Pensions: The State of the Diverse, Emerging Manager
  • Jason Howard, Director/Partner, GCM Grosvenor (Moderator)
  • Kirk Sims, CFA, Head of Emerging Managers Program, Teacher Retirement System of Texas
  • Sheryl Mejía, Director, Emerging Managers, NY State Common Retirement Fund, Office of the State Comptroller
  • Clinton L. Stevenson, Investment Director, Investment Manager Engagement Programs, California Public Employees’ Retirement System
  • Chavon Sutton, Director, Diversity & Inclusion (Emerging & Diverse Managers), Office of NYC Comptroller
5:00pm - 6:00pm

SEO Networking Cocktail Reception

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