The Future of Investment

Welcome to the Association for Asian American Investment Manager’s (AAAIM) 2014 National Conference scheduled for October 7-8, 2014 in the heart of Silicon Valley! The annual AAAIM Conference is the premier industry event focused on supporting and engaging Asian Americans and Pacific Islanders throughout the investment industry. Join us for this world-class event that brings together investment industry leaders, highlights the latest trends and innovations, and provides opportunities to develop powerful professional networks.

Founded in 2006, AAAIM’s mission is to provide greater access and leadership mobility for Asian Americans in the world of investment management. Challenged with a lack of diverse leadership in the field, AAAIM advocates for the hiring of more diverse individuals in decision-making positions as well as greater allocations to diverse managers. To learn more about the AAAIM, go to www.aaaim.org.


Still in formation, subject to change.

OCTOBER 7, 2014

All Young Professional Sessions to be Held at the Offices of Orrick, Herrington & Sutcliffe – 1000 Marsh Road, Menlo Park, CA 94025, Menlo Park, CA



Registration Opens

12:00pm – 1:00pm

Networking Lunch



1:15pm – 2:30pm

AAAIM Training Workshop

A workshop session dedicated to supporting young professional development. Potential topics include skills training in networking, an overview of leveraging your community, or the value of giving back/paying forward.

2:30pm – 3:30pm

Reaching for the Top

A discussion that will focus on professional development from the perspective of a prominent figure in the industry. This talk will provide audience members an opportunity to hear from someone who has climbed to the top about how they got there, how helped them and how they are helping others.

3:30pm – 3:45pm


3:45pm – 5:00pm

Driving Towards Success: Growing a Successful Career in the Industry

A panel of leading industry representatives discuss ways in which they have grown their careers and how they are working to engage in greater diversity efforts, both at a professional and corporate level.


Closing Remarks

8:00pm – 9:00pm

Opening Reception

Four Seasons Silicon Valley – 2050 University Avenue, East Palo Alto, CA 94303

OCTOBER 8, 2014

All Sessions to be Held at the Four Seasons Silicon Valley – 2050 University Avenue, East Palo Alto, CA 94303

8:00am – 8:10am



8:10am – 8:40am

Entrepreneurial Managers – Why Startups Matter

Hear from some of the leading voices in the industry on the impact having emerging and diverse manager initiatives have provided.

8:45am – 9:45am

Asian Americans Leading the Way

Casting a spotlight on leaders in our industry, this panel will highlight the work that many great AAPIs are doing to grow their businesses and the community so that others can find similar success.

9:45am – 10:00am


10:00am – 11:00am

Asset Class Breakout Sessions

  • Private Equity & Venture Capital
  • Equities & Hedge Funds
  • Real Assets

11:00am – 11:30am


11:30am – 1:00pm


The luncheon program will feature our awards ceremony as well as our keynote speaker for the conference.

1:00pm – 1:15pm



1:15pm – 2:15pm

Industry Topic Breakouts

Panel 1: Impact Investing: Investing in Today for Tomorrow

Across the industry there is a growing demand for greater mission-based investment strategies encouraging social responsibility and business development. In this session we take a look at what some leaders in the space are doing to bring returns to their investors and society.

Panel 2: Technology of Tomorrow: What’s Next in the Technology Revolution?

Technological advancement has been at the forefront of the modern era. In a post-recession economy what can we look forward to in terms of the next generation of technological advancements and where can we find value-add investments in the process?

2:15pm – 2:30pm


2:30pm – 2:45pm

Economic Outlook

A brief economic overview will set the stage for our final two sessions, which focus on the outlook and strategies of some of the most prominent organizations in the country.

2:45pm – 3:30pm

The Corporate Plans’ Plan

Like many others during the recession, corporations had to adjust their investment strategies in order to continue growing their assets. This panel will focus on the views and insights of corporate investors, specifically their insights into investment strategies for the coming year..

3:30pm – 3:45pm


3:45pm – 4:45pm:

The Future of Public Pension Planning

Public pension plans have faced significant upheaval these last years and with the market seeing some signs of stabilization, we look to these leaders for insights on how they are planning their investment strategies for the future and meeting their commitments to the public sector employees they represent.


Closing Reception


AAAIM’s conference brings together some of the most senior leaders in the industry. Last year, AAAIM brought together representatives from a variety of LPs and consultants including:

  • Artemis Real Estate Partners
  • Bank of America Merrill Lynch Capital Access Fund (BAML)
  • Bivium Capital Partners
  • California Public Employees’ Retirement System (CalPERS)
  • California State Teachers’ Retirement System (CalSTRS)
  • Callan Associates
  • Chevron Corporation
  • China Investment Corporation (CIC)
  • Credit Suisse - Customized Fund Investment Group (CFIG)
  • De Luna Partners
  • FIS Group
  • Grove Street Advisors
  • Hewlett Packard Global Treasury (HP)
  • Invesco Capital Partners
  • JP Morgan Asset Management
  • Kaiser Permanente
  • Leading Edge Investment Advisors (LEIA)
  • Los Angeles County Employees Retirement Association (LACERA)
  • Muller & Monroe Asset Management
  • Oregon Public Employees’ Retirement Fund
  • Overseas of Private Investment Corporation
  • Pension Consulting Alliance (PCA)
  • Progress Investment Management Company
  • San Diego County Employees Retirement Association (SDCERA)
  • San Francisco Employees Retirement System (SFERS)
  • SSARIS Advisors, LLC
  • StepStone Group
  • TorreyCove Capital Partners
  • U.S. Small Business Administration
  • Zagros Capital Partners

Four Seasons Hotel
Silicon Valley

2050 University Ave, East Palo Alto, CA 94303

AAAIM is excited to partner with the Four Seasons Silicon Valley in East Palo Alto for the 2014 National Conference. It’s only fitting that the capital of high tech offers the highest standards of luxury and personalized hospitality. An environment of scenic beauty and state-of-the-art energy defines one of California's most vital communities at Four Seasons Hotel Silicon Valley. Excellence is the heartbeat of Silicon Valley and the essence of every stay at Four Seasons. Dedication to your relaxation and productivity reveals itself in a satisfying mix of spacious lodging, luxury culinary inspiration and pleasurable pursuits.  

AAAIM has negotiated a limited number of guest rooms at a discounted rate for conference attendees.

VIsit the Four Seasons Hotel

and use the promo code CI0914AA to reserve your room today!



Diamond level sponsors receive top billing and an all-access pass to AAAIM, providing opportunity to showcase your brand and products while also giving you the opportunity to meet and network with key leaders in our industry.


Platinum level sponsors are invited to VIP networking events and gain access to some incredible opportunities to create awareness for your company and your brand.


Becoming a Gold level sponsor gives you the ability to mix and mingle with AAAIM conference attendees while displaying branded materials within your exhibit space in the expo area.


Silver level sponsorship provides an entry level opportunity to support AAAIM while building name recognition for your products and services within the impressive conference community.


AAAIM thanks our supporters and their contributions.

Industry Partners

AAAIM welcomes our industry partners and their members.

Be a Sponsor

Sponsorship questions?


Reserve your spot today.

Space is limited so make sure you save your spot today!
We can’t wait to see you there!

Register Today

Young Professional and Plan Sponsor representatives interested in attending the full conference should reach out to events@aaaim.org for special rates!