About

Emerging Trends:
Inspiring Our Future

2016 marks AAAIM’s 10th Year Anniversary!

Join us for the Association for Asian American Investment Managers’ (AAAIM) 2016 National Conference to celebrate this milestone. The inspiration for this year are the key relationships that AAAIM has cultivated across the U.S., throughout the state of California, and across the Pacific. The event features decision makers across the industry as they explore emerging trends that will shape our future.

AAAIM’s annual conference is the national platform for Asian American investment managers across the major asset classes of private equity, hedge funds, 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. Calling all Young Professionals to join the half-day discussions on June 1 on managing your career. June 2 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.

 

Agenda

WED | JUNE 1, 2016

YOUNG PROFESSIONALS SESSION
The Orrick Building
405 Howard Street
San Francisco, CA 94102
Café Dining Room, 8th Floor
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WELCOME DESSERT RECEPTION
The Westin St. Francis San Francisco
335 Powell St
San Francisco, CA 94102
Alexandra’s Penthouse Room

12:00pm

Registration Opens

12:00pm – 1:00pm

Networking Luncheon

1:00pm - 1:15pm

Welcome Remarks

  • Yong-Nam Jun, Of Counsel, M&A and Private Equity, Orrick, Herrington & Sutcliffe LLP
  • Gordon Liao, Co-Founder and Partner, Modjule, LLC

1:15pm – 1:45pm

Fireside Chat with Aileen Lee

  • Gordon Liao, Co-Founder and Partner, Modjule, LLC
  • Aileen Lee, Founder & Managing Partner, Cowboy Ventures

1:45pm - 2:00pm

Networking Break

2:00pm – 2:45pm

Emerging Managers Practicum: Leadership Practices

Leaders share best practices to highlight the importance of improvement, change & innovation, how managers can be leaders.

  • Gordon Liao, Co-Founder and Partner, Modjule, LLC
  • Adil Kabani, Global Private Equity, OPIC
  • Marjorie Tsang, Visiting Scholar, Johns Hopkins University School of Advanced International Studies
  • Benjamin Hom, Managing Partner, St. Cloud Capital, LLC
  • Andreas Moon, Managing Director and Head of Investor Relations, I Squared Capital
  • Ginger Lew, Managing Director, Cube Hydro Partners

2:45pm – 3:00pm

Networking Break & Transition

3:00pm – 3:45pm

Roundtable Discussions – What do you think?

Program participants break out into small roundtable groups led by seasoned professionals in the industry. Deep-dive into best practices & Leaders vs. Managers.

  • Thao N. Buuhoan, President & Chief Operating Officer, Rice Hall James & Associates, LLC
  • Brenda Chia, Venture Partner, Paladin Capital Group
  • Jay Eum, Co-Founder and Managing Director, TransLink Capital
  • Benjamin Hom, Managing Partner, St. Cloud Capital, LLC
  • Rodney June, CIO, Los Angeles City Employees’ Retirement System (LACERS)
  • Adil Kabani, Global Private Equity, OPIC
  • Bennett Kim, Managing Partner, Big Rock Partners Senior Housing
  • John Kim, Managing Director, H.I.G. Growth Partners
  • David Lam, Managing Director, WestSummit Capital
  • Tony J. Lee, Senior Vice President and Portfolio Manager, Progress Investment Management Company
  • Ginger Lew, Managing Director, Cube Hydro Partners
  • Gordon Liao, Co-Founder and Partner, Modjule, LLC
  • Jason Lin, Principal, WestSummit Capital
  • Diana C. Liu, Chief Development & Construction Officer, The Chicago Housing Authority
  • Michael Moon, Managing Director, Calera Capital
  • Andreas Moon, Managing Director and Head of Investor Relations, I Squared Capital
  • William Park, Managing Director, UBS Asset Management
  • Susan Soh, Global Head of Marketing and Client Services, Perella Weinberg Partners
  • Marjorie Tsang, Visiting Scholar, Johns Hopkins University School of Advanced International Studies
  • Norman Tsang, Foxfire Group
  • Cynthia Tseng, Principal, Fairview Capital Partners

3:45pm - 4:15pm

Breakout Session Debrief – Lessons Learned

Each small roundtable group will facilitate a program participant to emerge as the group’s participant leader. The program participant leader will then report back to the entire audience a summary of lessons learned & key take-aways from his/her group.

4:15pm – 4:45pm

Fireside Chat with Rodney June

  • Gordon Liao, Co-Founder and Partner, Modjule, LLC
  • Rodney June, CIO, Los Angeles City Employees’ Retirement System (LACERS)

4:45pm - 6:30pm

Young Professionals Closing Reception

8:00pm - 10:00pm

Welcome Dessert Reception (Westin St. Francis)

The Westin St. Francis San Francisco
335 Powell St
San Francisco, CA 94102
Alexandra’s Penthouse Room

THUR | JUNE 2, 2016

AAAIM 2016 NATIONAL CONFERENCE
The Westin St. Francis San Francisco
335 Powell St
San Francisco, CA 94102
Westin St. Francis Conference Center, 2nd Floor

7:30am - 8:15am

Registration and Breakfast

8:15am – 8:30am

Welcome Remarks

  • Bennett Kim, Managing Partner, Big Rock Partners Senior Housing

8:30am – 9:00am

Opening Keynote Address

  • Thomas Lee, Executive Director and Chief Investment Officer, New York State Teachers’ Retirement System (NYSTRS)

9:00am – 10:00am

Emerging Technologies: The Future Is Here

Scenes reminiscent of futuristic sci-fi movies have become increasingly commonplace in Silicon Valley from autonomously-driven cars and room service delivery robots to voice-activated virtual assistants and “matrix-like” virtual worlds. The panelists represent some of the leading technology companies and their collaboration efforts with the start-up community. Join us for a peek into the future.

  • Jay Eum, Co-Founder and Managing Director, TransLink Capital
  • Michael Yang, Managing Director, Comcast Ventures
  • Quinn Li, Vice President & Global Head, Qualcomm Ventures
  • Brendon Kim, Managing Director, Samsung Electronics Open Innovation Center

10:00am – 10:30am

Networking Break & Transition

10:30am – 11:30am

AM Breakout Sessions – What’s New?

Emerging Trends: Where the Tea Leaves Swirl
Charles Darwin once noted that “it is not the strongest or the most intelligent who will survive but those who can best manage change”.  Today’s market landscape is more competitive than ever.  Leading asset managers will comment on how they successfully built out their firms, while often facing strong headwinds, as well as discuss emerging market trends in an ever-changing business environment.

  • Sanjiv. K. Shah, Managing Director, HarbourVest Horizon
  • Patrick D. Curran, President and Chief Executive Officer, MC Asset Management Holdings, LLC
  • David Fann, President & CEO, TorreyCove Capital Partners
  • Prashant Mehrotra, Partner, Clearlake Capital Group

Emerging Trends: Security in a New Cyber World
According to Willie Sutton, he robbed banks because “that is where the money is”. Today’s cyber criminals have much richer targets such as data, networks, intellectual capital and physical assets. This panel provides a framework for thinking about the types of threats to an organization, the potential regulatory and legal impact, investing in this growing wave and the how cyber crimes affect private investments. Join us for war stories and a look ahead.

  • Aravind Swaminathan, Global Co-Chair Cybersecurity and Data Privacy,
    Orrick, Herrington & Sutcliffe LLP
  • Emilian Papadopoulos, President, Good Harbor Security Risk Management
  • David Almodovar, Principal, Private Markets, GCM Grosvenor
  • Paul Conley, Ph.D., Managing Director, Paladin Capital

Emerging Trends: Life Sciences and Healthcare
The life sciences and healthcare sectors have seen impressive growth in innovation, funding and an explosion of companies that create synthetic DNA, enable personalized medicine and create a new generation of medical devices. Balancing risk and driving innovation is a high wire act that calls for deep industry expertise and a deft touch. We look at the opportunities and trends of this sector though the eyes of investors and a cutting edge startup.

  • Chris Austin, Partner, Capital Markets, Orrick, Herrington & Sutcliffe LLP
  • Emily Leproust, Ph.D., Chief Executive Officer, Twist Bioscience
  • Albert Cha, M.D., Ph.D., Managing Partner, Vivo Capital
  • Kelvin Liu, CFA, Senior Portfolio Manager, Invesco Private Capital

11:30am – 11:45am

Networking Break & Transition

11:45am – 1:15pm

Luncheon

Introductions

  • Ian Asvakovith, President & CEO, Piedmont Fund Services, Inc.

Welcome Remarks

  • Dolph Hellman, Partner, Orrick, Herrington & Sutcliffe LLP

Founder’s Award Presentation

CalPERS

  • Rob Feckner, President, California Public Employees’ Retirement System (CalPERS) Board of Administration

CalSTRS

  • Harry M. Keiley, Board Chair, California State Teachers’ Retirement System (CalSTRS)

Champion’s Award Presentation

  • John Chiang, California State Treasurer’s Office

Keynote Address

  • John Chiang, California State Treasurer’s Office

1:15pm – 1:30pm

Networking Break & Transition

1:30pm – 2:30pm

PM Breakout Sessions – Asset Class Spotlight

Private Equity & Venture Capital

  • Cynthia Tseng, Principal, Fairview Capital Partners
  • Tony W. Lee, Managing Partner, One Rock Capital Partners
  • Betty Tse, Chief Investment Officer, Alameda County Employees’ Retirement Association
  • Anita Ng, Managing Director, Cambridge Associates

Equities & Hedge Funds

  • Andrew Finver, Director of Hedge Fund Research, Progress Investment Management Company, LLC
  • Vinod Kurup, Partner, Pine Street Alternative Asset Management
  • June Kim, Director, Global Equity, California State Teachers’ Retirement System (CalSTRS)
  • Tina Byles Williams, CEO & CIO, FIS Group, Inc.
  • William Park, Managing Director, UBS Asset Management

Real Assets: Why Do We Care and is it Just Dirt & Hard Assets
Real Estate and Real Assets — often the stepchildren in institutional portfolios — have evolved as steady, professionally-managed attractive investments for institutions, family offices, philanthropies and individuals. What makes them desirable assets and where are the challenges?  What are the potential impacts as global demand increases for new product, expanded geographical markets and customized strategies?  Where are the opportunities and pitfalls for emerging managers?

  • Marjorie Tsang, Visiting Scholar, Johns Hopkins University School of Advanced International Studies
  • Wilson T. Leung, Managing Director, Head of Asia Real Estate, Angelo, Gordon & Co.
  • Andreas Moon, Managing Director & Head of Investor Relations, I Squared Capital
  • Rich Banjo, Managing Principal for Acquisitions & Asset Management, Artemis Real Estate Partners
  • Mike DiRe, Director, Real Estate Investments, California State Teachers’ Retirement System (CalSTRS)

2:30pm – 2:50pm

Networking Break & Transitions

2:50pm - 3:25pm

Afternoon Keynote

  • Controller Betty T. Yee, State of California

3:25pm – 4:25pm

CIO Perspectives: Leadership 10x10 and Beyond

A 10×10 Reflection of CIO leaders sharing Best Practices & Lessons Learned from the Past 10 Years and thinking outside of the box for perspective into the Next 10 Years and Beyond.

  • Ron Peyton, Chairman & CEO, Callan Associates Inc.
  • Ted Eliopoulos, CIO, California Public Employees’ Retirement System (CalPERS)
  • Elaine Orr, Director, Investments, Silicon Valley Community Foundation
  • Vijoy Chattergy, CIO, State of Hawaii Employees’ Retirement Systems
  • Canyon Chan, Head of Investments/CIO, Hewlett-Packard

4:25pm – 5:00pm

GP Perspectives: Investing on Both Sides of the Pacific

  • Andrew Chung, Founder & Managing Partner, 1955 Capital
  • Hans Tung, Managing Partner, GGV Capital
  • David Chao, Co-Founder and General Partner, DCM Ventures

5:00pm - 6:00pm

Closing Reception & Networking

Speakers

Industry Leading Speakers


David Almodovar

Principal, Private Markets, GCM Grosvenor


Chris Austin

Partner, Capital Markets, Orrick, Herrington & Sutcliffe LLP


Rich Banjo

Managing Principal for Acquisitions & Asset Management, Artemis Real Estate Partners


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Albert Cha, M.D., Ph.D.

Managing Partner, Vivo Capital


David Chao

Co-Founder and General Partner, DCM Ventures


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Brenda Chia

Founding Board Member & Vice Chair, AAAIM


Treasurer John Chiang

California State Treasurer’s Office


Vijoy Chattergy

CIO, State of Hawaii Employees’ Retirement Systems


Andrew Chung

Founder & Managing Partner, 1955 Capital


Paul Conley, Ph.D.

Managing Director, Paladin Capital


Patrick D. Curran

President and Chief Executive Officer, MC Asset Management Holdings, LLC


Mike DiRe

Director, Real Estate Investments, California State Teachers’ Retirement System (CalSTRS)


Ted Eliopoulos

CIO, California Public Employees’ Retirement System (CalPERS)


Jay H. Eum

Co-Founder and Managing Director, TransLink Capital


David Fann

President & CEO, TorreyCove Capital Partners


Andrew Finver

Director of Hedge Fund Research, Progress Investment Management Company, LLC


Lofton Holder

Managing Partner, Pine Street Alternative Asset Management


Benjamin Hom

Managing Partner, St. Cloud Capital, LLC


Clayton Jue

President & CEO, Leading Edge Investment Advisors, LLC


Yong-Nam Jun

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


Rodney June

Chief Investment Officer, Los Angeles City Employees’ Retirement System (LACERS)


Adil Kabani

Global Private Equity, OPIC


Bennett Kim

Managing Partner, Big Rock Partners


Brendon Kim

Managing Director, Samsung Global Innovation Center


Aileen Lee

Founder and Managing Partner, Cowboy Ventures


Thomas K. Lee

Executive Director & Chief Investment Officer, NYSTRS


Tony W. Lee

Managing Partner, One Rock Capital Partners, LLC


Emily Leproust, Ph.D.

CEO, Twist Bioscience


Wilson T. Leung

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


Ginger Lew

Managing Director, Cube Hydro Partners


Quinn Li

Vice President & Global Head, Qualcomm Ventures


Gordon Liao

Co-Founder and Partner, Modjule, LLC


Kelvin Liu, CFA

Senior Portfolio Manager, Invesco Private Capital


Prashant Mehrotra

Partner, Clearlake Capital Group


Andreas Moon

Managing Director and Head of Investor Relations, I Squared Capital


Anita Ng

Managing Director, Cambridge Associates


Elaine Orr, CFA

Director, Investments, Silicon Valley Community Foundation


William Park

Managing Director, UBS Asset Management


Emilian Papadopoulos

President, Good Harbor Security Risk Management


Ron Peyton

Chairman & CEO, Callan Associates Inc.


Sanjiv K. Shah

Managing Director, HarbourVest Partners, LLC


Aravind Swaminathan

Global Co-Chair Cybersecurity and Data Privacy, Orrick, Herrington & Sutcliffe LLP


Maeley Tom

Founding Co-Chair and Board Member, AAAIM


Marjorie Tsang

Visiting Scholar, Johns Hopkins University School of Advanced International Studies


Betty Tse

CIO, Alameda County Employees’ Retirement Association


Cynthia Tseng

Principal, Fairview Capital Partners


Tina Byles Williams

CEO & CIO, FIS Group, Inc.


Michael Yang

Managing Director, Comcast Ventures


Controller Betty T. Yee

California State Controller

2016 Award Recipients


Champion’s Award

Treasurer John Chiang

California State Treasury


Founder’s Award

CalSTRS

Accepted By

Harry M. Keiley

Board Chair, California State Teachers’ Retirement System (CalSTRS)


Founder’s Award

CalPERS

Accepted By

Rob Feckner

President, California Public Employees’ Retirement System (CalPERS) Board of Administration

Organizations Confirmed to Participate 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 Westin St. Francis
San Francisco

aaaim-venue-1

aaaim-venue-2

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The Westin St. Francis has long been renowned as one of San Francisco’s most prominent venues for business affairs. Located on Union Square, the Westin St. Francis offers turn-of-the-century grace in a grand, innovative setting.

Location

355 Powell St, San Francisco, CA 94102

View Map

Room Block

The hotel room block is sold out.

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202.304.0408
info@aaaim.org

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