Agenda: In-Person
Agenda: Virtual

Agenda: In-Person

December 11, New York City

Time (ET) Session
8:30-9:00AM Registration & Breakfast
9:00-9:20AM

Opening Remarks
Priya Kaftan, Volunteer Chair of GFWW and Head of Investor Relations & Product Strategy, Heard Capital 

Allocator Collective Leadership Team
9:20-10:00AM

CIO Blueprint: Driving Allocation to Diverse-Owned Asset Managers
sponsored by Morgan Stanley Wealth Management

Rodney June, Chief Investment Officer at Los Angeles City Employees’ Retirement System
Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund
May Ng, Chief Investment Officer, The Robert Wood Johnson Foundation

Moderator
Michelle Morris, Managing Director and Head of Emerging & Diverse Asset Managers Business Development, Morgan Stanley Wealth Management
10:00-10:20AM Break
10:20-12:30PM 1:1 Manager Allocator Rotational Speed Networking Meetings
12:30-1:45PM

Lunch sponsored by PIMCO

Lunch Guest Speaker
Libby Cantrill, Managing Director and the Head of Public Policy, PIMCO

Moderator
John Claisse, CEO, Albourne

13:45-2:00PM

 Transition Time
2:00-4:20PM

Roundtable Discussions sponsored by NAV Fund Services, dakota, Willkie Farr & Gallagher, Albourne, Stable & Marex

2:00 – 2:40PM Rotation 1
2:45 – 3:25PM Rotation 2
3:25 – 3:40PM Break
2:40 – 4:20PM Rotation 3

Esteemed Speakers include:

Derek Drummond, Head of Strategy – Funds Alpha, State of Wisconsin Investment Board (SWIB)
Laura Kim, Senior Portfolio Manager, Mellon Foundation
Christine Kelleher, Managing Director, Client Portfolio Management, Strategic Investment Group
Alena Kuprevich, Managing Director, Founding Partner, Disciplina Capital Management
Allie Levine, Associate Investment Director, Investment Office, The Kresge Foundation
Kate Nevin, President and Portfolio Manager, TSWII Capital Advisors
Agata Praczuk, Director, Head of Emerging Managers, MetLife Investment Management
Miguel Silva, Associate Investment Manager, California Public Employees’ Retirement System (CalPERS)
Kirk Sims, Managing Director & Head of Emerging Manager Program, Teachers Retirement System of Texas (TRS)
Rob Rahbari, Senior Investment Officer and Assistant Treasurer, University of Rochester
Sophia Tsai, Managing Director, Investments, Trinity Church Wall Street

View all speakers & full sessions details here

4.20-4:30PM Transition
4:30-5.10PM

Closing Leadership Armchair
Divya Nettimi, Founder and Chief Investment Officer, Avala Global

Moderator
Nancy Donohue,  Chief Investment Strategist & Co-Founder, Summit Rock Advisors
5.10-5.15PM

Closing Remarks GFWW
Rehana Farrell, CEO, 100WF
5.15-6.00PM Closing Reception Sponsored by Jefferies

*Timing, sessions and speakers are subject to change

 

Agenda: Virtual

December 8-12

The webinar access link will be emailed to you in your registration confirmation email.

Multi-Family Offices View on Asia Outlook, Investment Opportunities & Portfolio Resilience

Monday December 8th – 6:00 PM Los Angeles | 9:00 PM New York | 10:00 AM HK (Tuesday December 9th)

 

  • Humphrey Ho, Co-Founder, Helios & Partners Limited
  • Denise Hu, Chief Investment Officer. Archer Asia – Rockhampton Management Limited
  • Marianne O, Co-Founder and Partner, Lumen Global Investments LLC
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Single Family Office Outlook and Role of Emerging Managers

Tuesday December 9th – 9:00 AM New York | 2:00 PM London | 10:00 PM HK

 

  • Mary Ann Griffin, Chief Investment Officer, Salt Creek Capital
  • Kate Nevin, President and Portfolio Manager, TSWII Capital Advisors
  • Stephanie E. Szymanski, CFA, Chief Investment Officer, Lakeview Capital Management
  • Emily Wood, Chief Investment Officer, Gilder Office for Growth
  • Daphne Dickson, COO, Director of Alternative Investments, SFG Asset Advisors, Moderator
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The LP Lens: Emerging Managers in Portfolio Construction

Wednesday December 10th – 9:00 AM New York | 2:00 PM London | 10:00 PM HK

 

  • Sarah Favaro, CFA, Managing Director, Charles Stewart Mott Foundation
  • Cory Garcia, Investments Director, Children’s Health System of Texas
  • Alana Mag, CFA, CAIA, Principal, Investment Research and Operational Due Diligence, Northside Capital Management, LLC
  • Marion Chebet, Investment Principal, Private Fund, Moderator
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From Pitch to Partnership: Practical Insights for Emerging Managers Raising Capital

Wednesday December 10th – 8:00 AM Los Angeles | 11:00 AM New York | 4:00 PM London

 

  • Tom Cheesman, Partner, Stable
  • Simrinder Kaur, Director, Investments, Cara Advisory
  • Elena Mrost, Investment Officer, UBS
  • Libbi Ross, Senior Sales & Client Relations Manager, Mayar Capital, Moderator
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Building a PE Fund in Today’s Market: Investor Perspectives

Friday December 12th – 9:00 AM New York | 2:00 PM London | 10:00 PM HK

 

  • Cristina Alcaide, Private Equity, Cara Advisory
  • Simon Faure, Managing Director, IH International Advisors
  • Ulrika Robertsson-Rasheed, Co-Founder & Director, Impactus Partners, 100WF Board Member, Moderator
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Fireside Chat with Jim Bethea CIO at West Virginia University Foundation

Friday December 12th – 8:00 AM Los Angeles | 11:00 AM New York | 4:00 PM London

 

  • Erika Cramer, Partner, CANY Capital LLC
  • Jim Bethea, Chief Investment Officer, West Virginia University Foundation
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