Agenda In-Person
December 7, New York City
| Time (ET) | Session |
| 8:30-9:00 | Registration & Breakfast |
| 9:00-9:20 | Opening Remarks Priya Kaftan, Chair of GFWW and Head of Investor Relations & Product Strategy, Heard Capital
Opening Keynote |
| 9:20-10:00 | Where do we go from here? How to secure more assets for diverse-owned fund managers
Leena Bhutta, Chief Investment Officer, Doris Duke Foundation |
| 10:00-10:20 | Break |
| 10:20-12:30 | 1:1 Manager Allocator Rotational Speed Networking Meetings |
| 12:30-13:45 | Lunch Guest Speaker Ben Hunt, Co- founder & CEO Epsilon Theory Moderated by Mithra Warrier, Managing Director, Prime Origination and NAM Head of Capital Introduction at Citi |
| 13:45-14:00 | Transition Time |
| 14:00-15:00 | Roundtable Discussions
Esteemed hosts include: Joyce Zhang, Wallace Foundation Click here to see Roundtables confirmed with many more to come! |
| 15.00-15.20 | Break |
| 15.20-16.20 | Roundtable Discussions |
| 16.20-16:30 | Transition |
| 16:30-17.10 | The Diversity Studies: What the data tells us and how to move forward. A presentation by the Knight Foundation and MPowered Capital.
Chrissie Chen Pariso, Managing Director, MPowered Capital |
| 17.10-17.15 | Closing Remarks GFWW
Co-Founders and Steering Committee Members of Institutional Allocators for Diversity, Equity, & Inclusion (IADEI) Rob Rahbari Senior Investment Officer and Assistant Treasurer at University of Rochester |
| 17.15-17.30 | Transition |
| 17.00-17.30 | Guests arrive for Annual Senior Portfolio Manager Panel hosted by the New York Education Committee |
| 17.30-17:40 | Nancy Monaghan, Managing Director and Global Head of Prime Brokerage Operations, Morgan Stanley Drianne Benner, Managing Director, Appomattox |
| 17.40-18.20 | Annual Senior Portfolio Manager Panel
Nancy Davis, Founder & CIO, Quadratic Capital Management LLC With Closing Remarks, Carole K. Crawford, CFA, 100WF Global Board Chair and Senior Advisor, CFA Institute, |
| 18.20-19.00 | Closing Reception |
*Timing, sessions and speakers are subject to change
Agenda Virtual
December 4-8, running virtually across time zones
Session #1
Opening Session: Why diversity is important at CalSTRS – A conversation with Christopher Ailman
DATE: Dec 4, 2023
TIME: 9:00 – 9:30AM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (Opening Remarks)
Christopher Ailman, Chief Investment Officer, CalSTRS
Caroline Gillespie Greer, Managing Director, Commonfund (MODERATOR)
Audience Type: Open to All
Capacity: 50
Session #2
Manager Masterclass: Presentation, Pitching Skills and Critique
DATE: Dec 4, 2023
TIME: 10:00AM – 12:15PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST)
Jane N. Abitanta, Founder & CEO, Perceval Associates, Inc,
Drianne Benner, CFA , Managing Director, Appomattox
Jeremy J. Heer, CFA, CAIA, Managing Director, University of Illinois Foundation
Audience Type: Managers only
Capacity: 50
Session #3
Family Office and Foundations Approach to Emerging Managers
DATE: Dec 4, 2023
TIME: 12:15 – 1:00PM (ET)
Daphne Dickson, COO, Director of Alternative Investments, SFG Asset Advisors (MODERATOR)
Emily Sumner, CIO, Gilder Office for Growth
Kate Nevin, President + Portfolio Manager, TSWII Capital Advisors
Kyle Stewart, Investment Director, Children’s Health
Audience Type: Open to All
Capacity: 10
Session #4
Differentiating for the Future: A Conversation with Current and Former CIOs of the New York State Common Retirement Fund
DATE: Dec 4, 2023
TIME: 1:00 – 2:00PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST)
Raudline Etienne, Founder and CEO, Daraja Capital (MODERATOR)
Anastasia Titarchuk, Chief Investment Officer, New York Common Retirement Fund
Audience Type: Open to All
Capacity: 30
Session #5
Hedge Fund Investment Trends and Due Diligence with CPP Investments
DATE: Dec 4, 2023
TIME: 2:00 – 2:45PM (ET)
Anna Colombatti, Investment COO, AXA IM-Architas (HOST)
Anastassia Kobeleva, CFA, Managing Director, CPP Investments
Audience Type: Managers only
Capacity: 20
Session #6
Manager of Manager Programs: Opportunities and Considerations for Emerging Managers
DATE: Dec 4, 2023
TIME: 3:00 – 3:30PM (ET)
Priya Kaftan, Investor Relations and Product Strategy, Heard Capital (HOST/MODERATOR)
Tracy Cao, Team Lead Manager Research, Multi Manager Strategies, Xponanace
Judy Liu, Vice President, Bivium Capital Partners, LLC
Karen A. Mair, Managing Director & Head of Fixed Income, Attucks Asset Management
Audience Type: Open to All
Capacity: 20
Session #7
Investing in Healthcare with a Social/Diverse Lens
DATE: Dec 4, 2023
TIME: 3:30 – 4:30PM (ET)
Sanem Alkan, Senior Advisor, St.Jude Children’s Research Hospital (HOST)
Jennifer Friel Goldstein, Head of Business Development and Strategic Initiatives, Silicon Valley Bank (MODERATOR)
Michele Colucci, Founder, Managing Partner, DigitalDx Ventures
Faye Sahai, Founding Managing Partner, Telosity Ventures
Linda Greub, Co-Founder/Managing Partner, Avestria Ventures
Audience Type: Open to All
Capacity: 50
Session #8
Allocation Trends and Managers Due Diligence
DATE: Dec 4, 2023
TIME: 4:30 – 5:00PM (ET)
Denise Hu, Founder & CIO, Archer Asia – Rockhampton Management
Denise Yeong, Associate Portfolio Manager, Manager Search, AustralianSuper
Audience Type: Managers only
Capacity: 30
Session #9
Best Practises in Due Diligence
DATE: Dec 4, 2023
TIME: 6:00 – 6:30PM (ET)
Rebecca Kerner Reiss, Head of Business Development and Investor Relations, Patient Capital Management (HOST/MODERATOR)
Lisa Needle, Partner, Albourne America
Audience Type: Open to all
Capacity: 30
Session #10
Fundraising in an Uncertain Environment: Perspectives from a Leading Emerging Managers Program
DATE: Dec 5, 2023
TIME: 5:00 – 5:30AM (ET)
Robyn Schlesinger, Capital Introductions, TD (HOST)
Yan Kvitko, Managing Director, CPP Investments
Audience Type: Managers only
Capacity: 30
Session #11
Diversification and Asset Allocation in the Post-Covid Era
DATE: Dec 5, 2023
TIME: 8:30 – 9:15AM (ET)
Myra Chan, Sales Director, Aubrey Capital Management (HOST)
Kari Vatanen, CIO, Veritas Pension Insurance
Audience Type: Open to All
Capacity: 30
Session #12
Fireside Chat on the University’s Investment Policy, allocation model and trends
DATE: Dec 5, 2023
TIME: 9:30 – 10:15AM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST)
Tilly Franklin, CEO and Chief Investment Officer, University of Cambridge Investment Management Limited
Audience Type: Open to All
Capacity: 30
Session #13
Women Funding Women in the Venture Space
DATE: Dec 5, 2023
TIME: 10:30 – 11:00AM (ET)
Madeleine Stockton, Principal, Sway Ventures (HOST)
La Keisha Landrum Pierre, Co-founder, Managing Partner, Emmeline Ventures
Audience Type: Open to All
Capacity: 50
Session #14
CIO Fireside Chat: In-Sourcing the Investment Program at Hackensack Meridian Health
DATE: Dec 5, 2023
TIME: 11:00AM – 12:00PM (ET)
Allyson Johnson, VP of Investor Relations, Eclipse (HOST/MODERATOR)
Donna Snider, SVP, Chief Investment Officer, Hackensack Meridian Health
Audience Type: Open to All
Capacity: 30
Session #15
Emerging Manager Program: Sourcing, Sustainability, and Sector Trends *
DATE: Dec 5, 2023
TIME: 12:00 – 1:00PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST/MODERATOR)
Anda Bordean, Managing Director, Rock Creek Group
Theresa Nardone, Investment Analyst, RockCreek
Audience Type: Open to All
Capacity: 30
* Previous title: Manager Sourcing, Sustainability Metrics, Trends including Sector Interests and Emerging Manager Program for Developed Markets Strategies
Session #16
Navigating Operational Due Diligence
DATE: Dec 5, 2023
TIME: 1:00 – 2:00PM (ET)
Allyson JohnsonVP of Investor Relations, Eclipse (HOST/MODERATOR)
Beste Portnoff, Principal and Head of Operational Due Diligence, Bessemer Trust Co. N.A.
Christine Ritchie, CFA, Managing Director, Investment Risk and Operations, Hackensack Meridian Health, Inc.
Derek Wade, Director of Investment Operations, The University of Massachusetts Foundation, Inc.
Irina Ludkovski, Partner, ODD, Albourne
Audience Type: Open to All
Capacity: 40
Session #17
Opportunities at the Leading Edge of Decarbonization
DATE: Dec 5, 2023
TIME: 2:00 – 2:30PM (ET)
Madeleine Stockton, Principal, Sway Ventures (HOST)
Bhavika Vyas, Managing Director, StepStone
Audience Type: Open to All
Capacity: 30
Session #18
Perspectives on Public Equities Managers Due Diligence and Allocation Trends
DATE: Dec 5, 2023
TIME: 2:30 – 3:15PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST)
June Kim, Director, Global Equity, CalSTRS
Audience Type: Open to All
Capacity: 30
Session #19
Breaking Barriers and Building Opportunity – An Investor’s Journey
DATE: Dec 5, 2023
TIME: 3:30 – 4:30PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST/MODERATOR)
Raudline Etienne, Founder and CEO, Daraja Capital
Audience Type: Open to All
Capacity: 40
Session #20
Protecting Your Portfolio in an Uncertain Environment and Best Ideas Across Public and Private Strategies
DATE: Dec 5, 2023
TIME: 5:00 – 6:00PM (ET)
Nadine Terman, CEO and CIO, Solstein Capital, LLC (HOST/MODERATOR)
Katie Stockton, Founder and Managing Partner, Fairlead Strategies
Spring Hollis, CEO, Star Strong Capital
Nancy Davis, Founder & CIO, Quadratic Capital
Cynthia Tusan, CEO, Senior Portfolio Manager, Strategic Global Advisors, LLC
Audience Type: Open to All
Capacity: 60
Session #21
Investment Trends, Risks and Opportunities, and Manager Due Diligence in Real Estate Investing
DATE: Dec 5, 2023
TIME: 6:00 – 6:45PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST)
Sanem Alkan, Senior Advisor, St Jude’s Children’s Research Hospital (MODERATOR)
Julie Donegan, Director – Real Estate, CalSTRS
Audience Type: Open to All
Capacity: 30
Session #22
GP Stakes: Prohibitive or Valuable in Scaling the Next Generation of Asset Management Leaders
DATE: Dec 6, 2023
TIME: 8:30 – 9:30AM (ET)
Ulrika Robertsson, CFO and Co Founder, Impactus Partners (HOST)
Julia Mattox, Client Solutions, Capricorn Investment Group
Marie-Celine Damnon, Investment Associate, Capricorn
Audience Type: Open to All
Capacity: 40
Session #23
Trends in Private Capital Investing
DATE: Dec 6, 2023
TIME: 9:30 – 10:15AM (ET)
Amy Poster, Managing Principal, Alpha Pacific Strategies LLC (HOST/MODERATOR)
Maggie Arvedlund, CEO & Managing Partner, Turning Rock Partners
Tina Surh, Founder, Sonamu Group LP
Christopher R. DiFusco, Chief Investment Officer, City of Philadelphia
Audience Type: Open to All
Capacity: 40
Session #24
What does a good fund presentation look like?
DATE: Dec 6, 2023
TIME: 10:30 – 11:30AM (ET)
Allyson Johnson, VP of Investor Relations, Eclipse (HOST)
Jessica Hornung, Director, Business Leader, Artisan Partners – China Post-Venture (MODERATOR)
Allie Levine, Senior Investment Associate, University of Michigan
Ryan Karaian, Portfolio Director, Advocate Health
Deborah A Vélez Medenica, CFA, Senior Investment Officer, NY State CRF
Audience Type: Managers only
Capacity: 40
Session #25
CIO Fireside Chat: Priorities and Opportunities at Mass General Brigham
DATE: Dec 6, 2023
TIME: 11:30AM – 12:15PM (ET)
Allyson Johnson, VP of Investor Relations, Eclipse (HOST/MODERATOR)
Emma Somers-Roy, Chief Investment Officer, Mass General Brigham
Audience Type: Open to All
Capacity: 40
Session #26
Sustainability metrics, fundraising environment for sustainable investments, and managers due diligence
DATE: Dec 6, 2023
TIME: 12:30 – 1:30PM (ET)
Ulrika Robertsson, CFO and Co Founder, Impactus Partners (HOST)
Kirsty Jenkinson, Investment Director, CalSTRS
Audience Type: Open to All
Capacity: 40
Session #27
Manager Search, Investment Trends, IADEI/Clade Community
DATE: Dec 6, 2023
TIME: 1:30 – 2:15PM (ET)
Yael Tzur, Partner, TrueBridge Capital Partners (HOST/MODERATOR)
Sophia Tsai, Managing Director, Trinity Church Wall Street
Audience Type: Open to All
Capacity: 50
Session #28
Family Office Perspectives on Emerging Managers
DATE: Dec 6, 2023
TIME: 2:30 – 3:15PM (ET)
Daphne Dickson, COO, Director of Alternative Investments, SFG Asset Advisors (HOST)
Sarah Favaro, Director of Investments, Sawdust (MODERATOR)
Stephanie Hackett, Partner, Evercore Wealth Management
Heather Gelchion, Managing Director , Rockefeller Global Family Office
Laura M Tuttle, Head of Family Offices, Boston Family Advisors
Audience Type: Open to All
Capacity: 10
Session #29
Mission-Aligned Investing: Foundations & Family Offices
DATE: Dec 6, 2023
TIME: 4:00 – 4:30PM (ET)
Erika Cramer, Partner, Cany Capital (HOST)
Marcia Nelson, Managing Director, Freedom Capital Markets (MODERATOR)
Justina Lai, Chief Impact Officer and Shareholder, Wetherby Asset Management / Laird Norton Wealth Management
Cynthia Muller, Director of Mission Investment, W.K. Kellogg Foundation
Sheena Strawter-Anthony, Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund
Audience Type: Open to All
Capacity: 60
Session #30
Macro risk, what is mispriced, asset allocation, and why no US recession so far from large pension perspective
DATE: Dec 6, 2023
TIME: 4:30 – 5:15PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST)
Lauren Rosborough Watt, Lead Economist and Investment Manager, CalPERS
Audience Type: Open to All
Capacity: 40
Session #31
Negotiation Research Findings (Gender) and Conflict Resolution
DATE: Dec 6, 2023
TIME: 5:30 – 6:15PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST/MODERATOR)
Jessica Kennedy, Associate Professor of Management, Vanderbilt University
Audience Type: Open to All
Capacity: 30
Session #32
Sustainability & Impact – how to find out if managers truly align with your principles
DATE: Dec 7, 2023
TIME: 8:00 – 8:45AM (ET)
Myra Chan, Sales Director, Aubrey Capital Management (HOST)
Antje Biber, Head of SDG Office, FERI AG
Audience Type: Open to All
Capacity: 30
Session #33
Finding Investment Opportunities in EM Beyond China
DATE: Dec 7, 2023
TIME: 9:00 – 10:00AM (ET)
Yulia Kosiw, Client Portfolio Manager, Global Evolution (HOST)
Susan Wisialko, Founder / Chief Investment Officer, Global Infrastructure Finance LLC
Alia Yousuf, Head of EM Corporate Debt Strategy, Global Evolution
Jenni Chamberlain, Founder and CEO, Altree Capital
Lilian L Quah, (MODERATOR)
Audience Type: Open to All
Capacity: 60
Session #34
Fight the J-curve with a strategic partner – Building a Private markets GP
DATE: Dec 7, 2023
TIME: 9:00 – 10:00AM (ET)
Ulrika Robertsson, CFO and Co Founder ,Impactus Partners
Erik Serrano Berntsen, Founder & CEO, Stable Asset Management
Audience Type: Managers only
Capacity: 30
Session #35
What managers get right (How to get that 2nd meeting)
DATE: Dec 7, 2023
TIME: 11:00 – 11:45AM (ET)
Ulrika Robertsson, CFO and Co Founder, Impactus Partners (HOST)
Shannon O’Leary, CIO, Saint Paul & Minnesota Foundation
Audience Type: Open to All
Capacity: 40
Session #36
China and Emerging Market Investing in times of geopolitical tensions; what Allocators are doing with China Allocation
DATE: Dec 7, 2023
TIME: 12:00 – 12:45PM (ET)
Marianne O, Co-Founder, Partner, and Portfolio Manager, Lumen Global Investments (HOST)
Shiwen Gao, PM, Fulcrum (MODERATOR)
Yan Wang, Managing Director, Rock Creek Group
Susanne Gealy, Senior Director, CommonSpirit Health
Audience Type: Open to All
Capacity: 30
Session #37
FinTech revolution from embedded finance to data-driven investment decisions – Balancing Opportunities and Risks
DATE: Dec 7, 2023
TIME: 1:00 – 2:00PM (ET)
Madeleine Stockton, Principal, Sway Ventures (HOST/MODERATOR
Tahira Dosani, Managing Partner, ResilienceVC
Diana Murakhovskaya, General Partner and Co-Founder, The Artemis Fund
Shelly Kapoor Collins, Investment Partner, Sway Ventures
Audience Type: Open to All
Capacity: 60
Session #39
Alternative Investment Approach/Outlook and Manager Search Process
DATE: Dec 7, 2023
TIME: 9:00 – 9:45PM (ET)
Typhaine Zagoreos de Bure, Director, 100WF (HOST)
Charmaine Chin, Managing Director, The Blackstone Group
Audience Type: Managers only
Capacity: 30
Session #40
OCIOs: Approach and Opportunities
DATE: Dec 8, 2023
TIME: 9:00 – 9:45AM (ET)
Priya Kaftan, Investor Relations and Product Strategy, Heard Capital (HOST)
Darren Myers, Director of Research, Agility OCIO
Alena Kuprevich, Managing Director, Disciplina
Audience Type: Open to All
Capacity: 30
Session #41
Megatrends in Venture – Tech Valuations
DATE: Dec 8, 2023
TIME: 10:00 – 11:00AM (ET)
Allyson Johnson, VP of Investor Relations, Eclipse (HOST)
Habiba Waziruddin, Director, Hackensack Meridian Health
Daniella Kranjac, Founding GP, Avant Bio
Aubrie Pagano, General Partner, Alpaca VC
Audience Type: Open to All
Capacity: 40
Session #42
Artificial Intelligence: Separating the Signal from the Noise
DATE: Dec 8, 2023
TIME: 11:15AM – 12:00PM (ET)
Allyson Johnson, VP of Investor Relations, Eclipse (HOST/MODERATOR)
Rashmi Gopinath, General Partner, B Capital
Audience Type: Open to All
Capacity: 40
Session #43
How to seek different perspectives and outsized returns and differentiate as managers
DATE: Dec 8, 2023
TIME: 12:00 – 12:45PM (ET)
Rebecca Kerner Reiss, Head of Business Development and Investor Relations, Patient Capital Management (HOST/MODERATOR)
Caroline Gillespie Greer, Managing Director, Commonfund
Tetiana Kyslytsyna, Hedge Fund & Sustainable Investment Officer, UBS Hedge Fund Solutions
Ananya Handa, Senior Investment Associate, The Harry and Jeanette Weinberg Foundation
Audience Type: Open to All
Capacity: 40
Session #44
E&F Panel: Views on the Market Heading into 2024
DATE: Dec 8, 2023
TIME: 1:00 – 2:00PM (ET)
Allyson Johnson, VP of Investor Relations, Eclipse (HOST)
Soobin Yoo, Head of Investor Relations, Jones Road (MODERATOR)
Ashley Dennig, Director of Investments, The Broad Foundation
Lacey Johnson, Investment Director, Grinnell College Investment Office
Taylor Jackson, Investment Director, Verger Capital
Audience Type: Open to All
Capacity: 50
Session #45
Buyout landscape – what’s interesting in a rising-rate environment?
DATE: Dec 8, 2023
TIME: 2:15 – 3:15PM (ET)
Allyson Johnson, VP of Investor Relations, Eclipse (HOST)
Amaka Uzoh, Investment Manager, Memorial Sloan Kettering Cancer Center (MODERATOR)
Danielle Dobson, Vice President, HarbourVest
Eric Mason, Managing Director, Head of Private Equity, Church Pension Fund
Audience Type: Open to All
Capacity: 40
Session #46
Impact Investing: What families offices are really looking for?
DATE: Dec 8, 2023
TIME: 3:30 – 4:15PM (ET)
Madeleine Stockton, Principal, Sway Ventures (HOST)
Sabrina Bainbridge, Associate Director, Impact Investments, Spring Point Partners
Audience Type: Open to All
Capacity: 30