
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.
AGENDA
WEDNESDAY
SEPT 6th
YOUNG PROFESSIONALS SESSION
Orrick
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
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Tentative Schedule
12:00pm
Registration Opens
12:00pm – 1:00pm
Networking Luncheon
1:00pm - 1:15pm
Welcome Remarks
Read More >Welcome Remarks
Gordon Liao, Co-Founder and Partner, Modjule, LLC
1:15pm - 1:45pm
Fireside Chat
Read More >Fireside Chat
- Moderator: Cristina Chen-Oster, Managing Director, Deutsche Bank
- Marjorie Tsang, Former Interim CIO, New York State Common Retirement Fund; Board Member, USAA Real Estate Company
1:45pm – 2:30pm
Panel Discussion: Career Advancement
Read More >Career Advancement
- Moderator: Johnny Wu, Head of Distribution and Business Development, Mariner Coria
- Glenn Koh, Head of Equity Trading, Bank of America Merrill Lynch
- Wai Yee Cheng, Senior Vice President, Public Markets Investment, GCM Grosvenor
- Sammy Suzuki, Senior Vice President, Portfolio Manager of Strategic Core Equities, AllianceBernstein
2:30pm – 3:15pm
Panel Discussion: Taking the Leap – When is the Right Time To Go Out On Your Own?
Read More >Taking the Leap – When is the Right Time To Go Out On Your Own?
- Moderator: William Park, Managing Director, UBS Asset Management
- Jay Eum, Co-Founder & Managing Director, Translink Capital
- Clayton Jue, President & CEO, Leading Edge Investment Advisors, LLC
3:15pm – 4:15pm
Roundtable Discussions & Lessons Learned
4:15pm - 4:45pm
Fireside Chat
Read More >Fireside Chat
- Moderator: : Susan Soh, Partner, Global Head of Marketing and Client Services, Perella Weinberg Partners
- Christopher Li, President and CIO, Lockheed Martin Investment Management Company
4:45pm - 5:30pm
Closing Reception & Networking
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8:00pm - 10:00pm
Welcome Dessert Reception, Sponsored by Clearlake
Bryant Park Grill
THURSDAY
SEPT 7th
AAAIM NATIONAL CONFERENCE
The Harvard Club of New York
35 W 44th St, New York, NY 10036
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Tentative Schedule
7:30am - 8:00am
Registration
8:00am – 8:05am
Welcome Remarks
Read More >Welcome Remarks
Grace Reyes, President, AAAIM
Bennett Kim, Managing Partner, Big Rock Senior Housing
8:05am – 8:45am
Trumponomics: The Economic Policies Affecting Investments Today
Read More >Trumponomics: The Economic Policies Affecting Investments Today
Gordon Liao, Co-Founder and Partner, Modjule, LLC
Congressman Ted Lieu, 33rd Congressional District of California, United States House of Representatives; Assistant Democratic Whip; Vice Chair of the Democratic Congressional Campaign Committee; Member of House Foreign Relations and Judiciary Committees
8:45am – 9:45am
Institutional Investor Roundtable: What’s New in the Play Book?
Read More >Institutional Investor Roundtable: What’s New in the Play Book?
- Moderator: Sona Menon, Head of Pensions - North America and Outsourced CIO, Cambridge Associates
- Ted Eliopoulos, Chief Investment Officer, California Public Employees’ Retirement System (CalPERS)
- Scott Evans, Deputy Comptroller for Asset Management, Chief Investment Officer, New York City Retirement System
- Thomas Lee, Executive Director and Chief Investment Officer, New York State Teachers’ Retirement System (NYSTRS)
- Colbert Matsumoto, Trustee of Hawaii Employees’ Retirement System
9:45am – 10:30am
Panel Discussion: New Initiatives from Labor and Plan Sponsors
Read More >New Initiatives from Labor and Plan Sponsors
- Moderator: Ginger Lew, Managing Director, Cube Hydro Partners
- Priya Mathur, Board Member, California Public Employees’ Retirement System (CalPERS)
- Anne Sheehan, Director of Corporate Governance, California State Teachers’ Retirement System (CalSTRS)
- Renaye Manley, Deputy Director, Capital Stewardship Program, SEIU
10:30am – 10:45am
Networking Break & Transition
10:45am – 11:45am
AM Breakout Sessions – Asset Class Spotlight
Track 1: Venture Capital
Read More >Venture Capital
- Moderator: Dolph Hellman, Partner, Orrick, Herrington & Sutcliffe LLP
- Carmen Chang, Partner, Chair and Head of Asia, New Enterprise Associates (NEA)
- Jason Lin, Managing Director, Global Bridge Capital
- Cynthia Tseng, Partner, Fairview Capital Partners
- Jung Woo Sung, Global Co-Head of Alternative Investments, Managing Director & CEO of the U.S., Hanwha Asset Management
Track 2: Hedge Funds
Read More >Hedge Funds
- Moderator: William Park, Managing Director, UBS Asset Management
- Q. Munir Alam, Managing Partner and Chief Investment Officer, Sentinel Dome Partners LLC
- Jon Glidden, Managing Director – Pensions, Delta Air Lines
- Nav Patel, Senior Investment Officer, Pension Investment & Cash Management, New York State Common Retirement Fund
Track 3: Real Estate
Read More >Real Estate
- Moderator: Liah Chin, Vice President, Artemis Real Estate Partners
- Alexis Kantt, Vice President, Acquisitions, Starwood Capital
- Wilson Leung, Managing Director, Head of Asia Real Estate, Angelo, Gordon & Co.
11:45am – 12:00pm
Networking Break & Transition
12:00pm – 1:30pm
Luncheon
12:00pm – 12:10pm
Luncheon Welcome
Read More >Luncheon Welcome
Ian Asvakovith, President & CEO, Piedmont Fund Services, Inc.
12:10pm – 12:50pm
Fireside Chat with John Mack
Read More >Fireside Chat
Melissa Lee, Host, “Fast Money” & “Options Action,” CNBC
John Mack, Chairman Emeritus, Morgan Stanley
12:50pm – 1:10pm
Champion’s Award
Read More >Champion’s Award
Thomas Lee, Executive Director and Chief Investment Officer, New York State Teachers’ Retirement System (NYSTRS)
1:30pm – 1:45pm
Networking Break & Transition
1:45pm - 2:45pm
PM Breakout Sessions – Asset Class Spotlight
Track 1: Private Equity
Read More >Private Equity
- Moderator: Sanjiv Shah, Managing Director, HarbourVest Partners, LLC; Board Co-Chair, AAAIM
- Anup Bagaria, Co-Managing Partner, EagleTree Capital
- Ed Lhee, Partner, New Harbor Capital
- Sheryl Mejia, Director of Emerging Managers, Office of the NY State Comptroller, PICM, New York State Common Retirement Fund
- Kirk Sims, Investment Officer – Emerging Managers, Teachers’ Retirement System of the State of Illinois (TRS)
Track 2: Public Markets
Read More >- Moderator: Roger Sit, CEO and Global Chief Investment Officer, Sit Investment Associates, Inc.
- June Kim, Director, Global Equity, California State Teachers’ Retirement System (CalSTRS)
- Tony J. Lee, Senior Vice President and Portfolio Manager, Progress Investment Management Company
- Gretchen Tai, Partner, SECOR Asset Management
- Gregory R. Lai, Principal, CEO, Lead Portfolio Manager, Affinity Investment Advisors, LLC
Public Markets
Track 3: Infrastructure
Read More >- Moderator: Yong-Nam Jun, Of Counsel, M&A and Private Equity, Orrick, Herrington & Sutcliffe LLP
- Dan Kim, Director, IFM Investors
- Janice Llereza, Senior Manager, Alternative Investments, The Boeing Company
- Andreas Moon, Managing Director and Head of Investor Relations, I Squared Capital
Infrastructure
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
Read More >- Moderator: Moderator: Quinn Moss, Partner, Orrick, Herrington & Sutcliffe LLP
- Jenny Chan, Senior Investment Officer, Doris Duke Charitable Foundation
- Dixon Doll, General Partner, Impact Venture Capital; Co-Founder and GP Emeritus, Doll Capital Management
- Brian O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation
- Jameela Pedicini, Director, Perella Weinberg Partners
Impact Investing Roundtable
4:00pm – 5:00pm
Panel Discussion: Global Macro Perspectives
Read More >- Moderator: David Fann, President & CEO, TorreyCove Capital Partners
- Shaw Ng, Partner, Roc Partners
- Hong Zhang, Chief Representative and Head of the New York Office, China Investment Corporation
- Nan Zheng, Senior Vice President, CDIB Capital
Global Macro Perspectives
5:00pm – 5:10pm
Closing Remarks
5:10pm – 6:00pm
Closing Reception & Networking
SPEAKERS

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
Barclays
Big Rock Partners
Brightpath Capital
Calera Capital
California State Teachers’ Retirement System (CalSTRS)
Callan Associates Inc.
CalPERS
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
FFL 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
MREM
Neosho Capital
New York State Teachers’ Retirement System (NYSTRS)
Nile Capital Group LLC
Office of NYC Comptroller Scott Stringer
One Rock Capital Partners, LLC
OPIC
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
Prudential
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
TCW
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
VENUE
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.
VIEW MAP
HOTEL OPTIONS
AAAIM has not reserved a room block due to the many options available in Midtown. Below are several nearby hotels.

The Algonquin Hotel Times Square, Autograph Collection
59 W 44th St, New York, NY 10036
(212) 840-6800
SPONSORS
