AAAIM National Conference 2017 Logo

It’s Time to Shift

Join Us as we Explore the Impact of Changes in the Current Economy

Join us for the Association for Asian American Investment Managers' (AAAIM) 2017 National Conference taking place at the historic Harvard Club of New York City.

AAAIM's annual conference is the national platform for Asian American investment managers across the major asset classes of private equity, hedge funds, venture capital, public equities, fixed income, and real assets to meet, conduct business and learn from insightful leaders and each other. The event gathers a broad range of investment professionals with common interests from public pension funds, other institutional limited partners, emerging managers and large investment firms. The pre-conference activities on September 6th include the signature Young Professionals Session, a half-day discussion focused on professional development. The main conference day, September 7th, will be a fast-paced and focused day to learn about domestic and global opportunities and network with world class speakers and panelists.

Please join the AAAIM network for a dynamic event that takes your business to greater heights.

Keynote Announcement

Hear from Congressman Ted Lieu, 33rd Congressional District of California, as he explores the economic policies affecting investments today under the current administration.



SEPT 6th



51 W 52nd Street
New York, New York

Welcome Dessert Reception, Sponsored by Clearlake

Bryant Park Grill

25 W 40th Street
New York, New York


Tentative Schedule


Registration Opens

12:00pm – 1:00pm

Networking Luncheon

1:00pm - 1:15pm

Welcome Remarks
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1:15pm - 1:45pm

Fireside Chat
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1:45pm – 2:30pm

Panel Discussion: Career Advancement
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2:30pm – 3:15pm

Panel Discussion: Taking the Leap – When is the Right Time To Go Out On Your Own?
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3:15pm – 4:15pm

Roundtable Discussions & Lessons Learned

4:15pm - 4:45pm

Fireside Chat
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4:45pm - 5:30pm

Closing Reception & Networking


8:00pm - 10:00pm

Welcome Dessert Reception, Sponsored by Clearlake
Bryant Park Grill


SEPT 7th


The Harvard Club of New York

35 W 44th St, New York, NY 10036


Tentative Schedule

7:30am - 8:00am


8:00am – 8:05am

Welcome Remarks
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8:05am – 8:45am

Trumponomics: The Economic Policies Affecting Investments Today
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8:45am – 9:45am

Institutional Investor Roundtable: What’s New in the Play Book?
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9:45am – 10:30am

Panel Discussion: New Initiatives from Labor and Plan Sponsors
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10:30am – 10:45am

Networking Break & Transition

10:45am – 11:45am

AM Breakout Sessions – Asset Class Spotlight

Track 1: Venture Capital

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Track 2: Hedge Funds

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Track 3: Real Estate

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11:45am – 12:00pm

Networking Break & Transition

12:00pm – 1:30pm


12:00pm – 12:10pm

Luncheon Welcome
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12:10pm – 12:50pm

Fireside Chat with John Mack
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12:50pm – 1:10pm

Champion’s Award
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1:30pm – 1:45pm

Networking Break & Transition

1:45pm - 2:45pm

PM Breakout Sessions – Asset Class Spotlight

Track 1: Private Equity

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Track 2: Public Markets

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Track 3: Infrastructure

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2:45pm – 3:00pm

Networking Break & Transitions

3:00pm – 3:05pm

Remarks from New York City Comptroller Scott M. Stringer

3:05pm – 4:00pm

Impact Investing Roundtable
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4:00pm – 5:00pm

Panel Discussion: Global Macro Perspectives
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5:00pm – 5:10pm

Closing Remarks

5:10pm – 6:00pm

Closing Reception & Networking


Opening Keynote

Congressman Ted Lieu

33rd Congressional District of California, United States House of Representatives

Fireside Chat

John Mack

Chairman Emeritus, Morgan Stanley

Q. Munir Alam

Managing Partner and Chief Investment Officer, Sentinel Dome Partners LLC

Ian Asvakovith

President & CEO, Piedmont Fund Services, Inc.


Anup Bagaria

Co-Managing Partner, EagleTree Capital


Jenny Chan

Senior Investment Officer, Doris Duke Charitable Foundation


Carmen Chang

Partner, Chair and Head of Asia, New Enterprise Associates (NEA)


Cristina Chen-Oster

Managing Director, Deutsche Bank


Brenda Chia

Venture Partner, Paladin Capital Group; Board Co-Chair, AAAIM


Dixon Doll

Co-Founder, General Partner, Impact VC

Liah Chin

Vice President, Artemis Real Estate Partners

Ted Eliopoulos

CIO, California Public Employees' Retirement System (CalPERS)

Scott Evans

Deputy Comptroller for Asset Management, Chief Investment Officer, New York City Retirement System

Jay H. Eum

Co-Founder and Managing Director, TransLink Capital

David Fann

President & CEO, TorreyCove Capital Partners

Jon Glidden

Managing Director - Pensions, Delta Air Lines

Dolph Hellman

Partner, Orrick, Herrington & Sutcliffe LLP

Asif Hussain

Partner, Caledon Capital

Clayton Jue

President & CEO, Leading Edge Investment Advisors, LLC

Yong-Nam Jun

Of Counsel, M&A and Private Equity, Orrick Herrington & Sutcliffe LLP

Alexis Kantt

Vice President, Acquisitions, Starwood Capital

Bennett Kim

Managing Partner, Big Rock Senior Housing

Dan Kim

Director, IFM Investors

Joon Kim

Acting U.S. Attorney Southern District of New York

June Kim

Director, Global Equity, California State Teachers' Retirement System (CalSTRS)

Glenn Koh

Head of Equity Trading, Bank of America Merrill Lynch

Gregory R. Lai

Principal, CEO, Lead Portfolio Manager, Affinity Investment Advisors, LLC

Melissa Lee

Host, “Fast Money” & “Options Action,” CNBC

Thomas K. Lee

Executive Director & Chief Investment Officer, New York State Teachers' Retirement System (NYSTRS)

Tony J. Lee

Senior Vice President and Portfolio Manager, Progress Investment Management Company

Wilson Leung

Managing Director, Head of Asia Real Estate, Angelo, Gordon & Co.

Ginger Lew

Managing Director, Cube Hydro Partners

Ed Lhee

Partner, New Harbor Capital

Christopher Li

President and CIO, Lockheed Martin Investment Management Company

Gordon Liao

Co-Founder and Partner, Modjule, LLC

Jason Lin

Managing Director, Global Bridge Capital

Janice Llereza

Senior Manager, Alternative Investments, The Boeing Company

Renaye Manley

Deputy Director, Capital Stewardship Program, SEIU

Priya Mathur

Board Member, California Public Employees’ Retirement System (CalPERS)

Raina Mathur

Managing Director, Head of Asset Manager Solutions Team, Barclays

Colbert Matsumoto

Trustee of Hawaii Employees’ Retirement System

Sheryl Mejia

Director of Emerging Managers, Office of the NY State Comptroller, PICM, New York State Common Retirement Fund

Sona Menon

Managing Director and Head of North America Pensions, Cambridge Associates

Andreas Moon

Managing Director and Head of Investor Relations, I Squared Capital

Quinn Moss

Partner, Orrick, Herrington & Sutcliffe LLP

Shaw Ng

Partner, Roc Partners

Brian O'Neil

Chief Investment Officer, Robert Wood Johnson Foundation

Nav Patel

Senior Investment Officer, Pension Investment & Cash Management, New York State Common Retirement Fund

William Park

Managing Director, UBS Asset Management

Jameela Pedicini

Director, Perella Weinberg Partners


Grace Reyes

President, AAAIM

Sarah Samuels

Deputy Chief Investment Officer, Pension Reserves Investment Management (PRIM)

Sanjiv K. Shah

Managing Director, HarbourVest Partners, LLC; Board Co-Chair, AAAIM

Anne Sheehan

Director of Corporate Governance, California State Teachers’ Retirement System (CalSTRS)

Kirk Sims

Investment Officer – Emerging Managers, Teachers’ Retirement System of the State of Illinois (TRS)

Roger Sit

CEO and Global Chief Investment Officer, Sit Investment Associates, Inc.

Susan Soh

Retired Partner, Perella Weinberg Partners

Jung Woo Sung

Global Co-Head of Alternative Investments, Managing Director & CEO of the U.S., Hanwha Asset Management

Sammy Suzuki

Portfolio Manager of Strategic Core Equities, AllianceBernstein

Gretchen Tai

Partner, SECOR Asset Management

Marjorie Tsang

Former Interim CIO, New York State Common Retirement Fund; Board Member, USAA Real Estate Company

Cynthia Tseng

Partner, Fairview Capital Partners

Johnny Wu

Head of Distribution and Business Development, Mariner Coria

Hong Zhang

Chief Representative and Head of New York Office, China Investment Corporation

Nan Zheng

Senior Vice President, CDIB Capital

Past Organizations Include

1955 Capital
Adamas Asset Management
Affinity Investment Advisors
AGI Avant
Alameda County Employees’ Retirement Association
Altos Ventures
Angelo, Gordon & Co.
Apax Partners
Artemis Real Estate Partners
Asian Corporate Governance Association
Avante Mezzanine Partners
Big Rock Partners
Brightpath Capital
Calera Capital
California State Teachers’ Retirement System (CalSTRS)
Callan Associates Inc.
Cambridge Associates
Chicago Housing Authority
Clearlake Capital Group, L.P.
Comcast Ventures
Cowboy Ventures
Cube Hydro Partners
DCM Ventures
De Luna Partners
Enlightenment Capital, LLC
Episcophal Chruch Foundation
Fairview Capital Partners
Finn Dixon & Herling
FIS Group, Inc.
GCM Grosvenor Private Markets
GGV Capital
Good Harbor Security Risk Management
H.I.G. Growth Partners
Hanover Investment Advisors LLC
Hanseatic Management Services, Inc.
HarbourVest Partners, LLC
Hawaii Employees’ Retirement System
Himalaya Capital
I Squared Capital
Insight Venture Partners
Invesco Private Capital
Ironwood Capital
Jaguar Growth Partners
Johns Hopkins University School of Advanced International Studies
JPMorgan Asset Management

Kaplan Fox Kilsheimer LLP
Kennet Partners
Leading Edge Investment Advisors, LLC
Legato Capital Management, LLC
Longitude Capital
Los Angeles City Employees’ Retirement System (LACERS)
Madison Bay Capital Partners
Matthews Asia
MC Asset Management Holdings, LLC
Modjule LLC
Neosho Capital
New York State Teachers’ Retirement System (NYSTRS)
Nile Capital Group LLC
Office of NYC Comptroller Scott Stringer
One Rock Capital Partners, LLC
Orrick, Herrington & Sutcliffe LLP
Paladin Capital
Palm Drive Capital
Perella Weinberg Partners
Piedmont Investment Advisors
Pine Street Alternative Asset Management
Pomelo Capital
Progress Investment Management Company, LLC
Qualcomm Ventures
Reverence Capital
Rice Hall James & Associate, LLC
Samsung Electronics Open Innovation Center
Sentinel Dome Partners, LLC
Silicon Valley Community Foundation
Sit Investment Associates, Inc.
St. Cloud Capital, LLC
State of California
State of Hawaii Employees’ Retirement Systems
Teacher Retirement System of Texas
Top Capital Advisors, Inc.
TorreyCove Capital Partners
TransLink Capital
Trident Capital Cybersecurity
Twist Bioscience
UBS Asset Management
University of California Regents
Venus Capital Management, Inc.
Vivo Capital
WestSummit Capital


The Harvard Club of New York

The Harvard Club of New York

35 W 44th St, New York, NY 10036

The Harvard Club of NYC is a warm and friendly place; an oasis of calm in hectic midtown Manhattan. A landmark building designed by McKim, Mead & White, the Clubhouse is also the hub of an extraordinary array of programming and events.



AAAIM has not reserved a room block due to the many options available in Midtown. Below are several nearby hotels.


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