A World of Opportunity

Welcome to AAAIM's 2013 National Conference! Hosted in beautiful San Francisco, our national conference is going to be a great opportunity to meet and network with peers in the investment world. Our conference will help you map out your future, providing key insights into the global economy and the opportunities to make the connection that will catapult your business or organization to the next level.

This year AAAIM will also host a young professionals seminar, providing an opportunity for those just starting their careers to learn from professional development experts and people who have built their careers in the field. This half day session is complimentary for conference attendees and can be attended as a separate event.

Learn more about the AAAIM organization.

At our conference you will:

  • Hear from economic experts that can help you navigate these economic times and maximize your investment strategies.
  • Learn from experts in the field about how they are building upon their success and what you can do to ensure your organizations see the returns they want.

Meet, Network and Learn from the most qualified individuals in the industry.

Investment Managers

Institutional Investors

Placement Agents

Emerging Market Investors


Consultants and Advisors


Still in formation, subject to change.

Monday Oct. 21

All Sessions to be Held at the Offices of Orrick, Herrington & Sutcliffe
405 Howard Street, San Francisco

12:00pm – 1:00pm

Young Professionals Session Registration Opens

1:00pm – 3:00pm

Young Professionals Opening Lunch & Workshops

A networking lunch with a professional development seminar.

  • Linda Akutagawa, President & CEO, Leadership Education for Asian Pacifics, Inc.
  • Esther Choy, Founder & President, Leadership Story Lab

3:00pm - 4:30pm

Young Professionals Development Session

Expressway to Success: How to Succeed in Investment Management Panel of senior level PE managers describe their growth from analyst to principal and the important lessons they learned along the way.

  • John Kim, Managing Director, H.I.G. Growth Partners
  • Michael Moon, Managing Director, Calera Capital
  • Gordon G. Pan, Managing Partner, Baird Capital
  • Dennis R. Sugino, Managing Director, Aristotle Capital Management
  • Gordon Liao, Principal, Baird Capital
  • Philip Tseng, Managing Partner,Tennenbaum Capital Partner, LLC

4:30pm - 5:15pm

Keynote Presentation

  • Victor Hwang, CEO, Co-Founder and Managing Director, T2 Venture Creation

5:15pm - 5:30pm

Closing Remarks

8:00pm - 10:00pm

Welcome Reception & Registration at the Intercontinental Hotel

Join us as we open the program at the Intercontinental Hotel. We will have dessert and cocktails for your enjoyment and an opportunity to meet and network with others in the industry.


  • Mike Honda, Congressman, 17th Congressional District, State of California

Tuesday Oct. 22

All Sessions to be Held at the Intercontinental Hotel

7:00am - 8:00am

General Registration and Breakfast

8:00am - 8:30am

Opening Remarks

  • Chris Chan, President, AAAIM
  • Clayton Jue CEO and CIO, Leading Edge Investment Advisors, LLC Board Member, AAAIM

8:30am - 8:45am

Morning Keynote

  • Scott B. MacDonald, Ph.D., Senior Managing Director, MC Asset Management Holdings, LLC

8:45am - 9:45am

Road to Recovery: Mapping Out the Global Recovery

Hear from experts about the state of the global economy and where you can find opportunities for smart investments in markets around the world.

  • Gretchen Tai, Vice President, Chief Investment Officer Hewlett-Packard Company
  • David Kushner, Chief Investment Officer, LACERA
  • Mark Okada, Co-Founder and Chief Investment Officer, Highland Capital
  • Chris Ailman, Chief Investment Officer, California State Teachers’ Retirement System
  • Perrin Lim, Senior Fixed Income Investment Officer Oregon State Treasury

9:45am - 10:30am

Navigating the Regulatory Landscape

Compliance and Legal experts review the latest in domestic and global compliance issues and what you should be looking out for while managing your business.

  • Sook Young Yeu, Partner, Orrick, Herrington & Sutcliffe
  • Brenda Chia, Venture Partner, Paladin Capital Group
  • Bryan Cartwright, CPA, Partner, Financial Services Industry Group, Moss Adams LLP
  • Ian Asvakovith, CPA, Co-Founder and Chief Executive Officer, Piedmont Fund Services

10:30am - 10:45am

Coffee with Exhibitors

10:45am - 11:45am

Paving the Way: Driving Success for Emerging Managers

Learn about current efforts to support emerging managers who have taken the bold step of starting their own funds. Panel composition will include emerging managers and the LPs that funded them.

  • Diana Liu, Principal and General Counsel, Artemis Real Estate Partners
  • Solange Brooks, Portfolio Manager, Investments Executive Unit, CalSTRS
  • Kelvin Liu, Director, Invesco Capital Partners
  • Dolph Hellman, Partner, Orrick Herrington & Sutcliffe, LLP
  • Laurie Weir, Senior Portfolio Manager, Targeted Investment Programs, CalPERS

12:00pm - 1:30pm

The Resilience in the Recovery: Lunch, Award Presentation, Keynote Speaker and Panel

  • Timothy J. Roemer, Former six-term U.S. Representative, Indiana's 3rd Congressional District & Former Ambassador to India - Economic Development in India and the Subcontinent

Champion Award Recipient

  • CalSTRS

Trailblazer Award Recipients

  • Kelly M. Williams, Managing Director/Group Head of the Customized Fund Investment Group, Credit Suisse
  • Barbara Krumsiek, Chair, President & CEO, Calvert Investments, Inc.
  • Rosie Rios, Treasurer of the United States, Department of the Treasury

Importance of Diversity in Financial Services (20 minutes)

  • David Fann, President & Chief Executive Officer, Torrey Cove Capital Partners
  • John Chiang, State Controller, State of California

1:30pm - 1:45pm

Coffee with Exhibitors

1:45pm - 2:45pm

Start-up to Success: The Latest in Entrepreneurial Trends

Entrepreneurship is the spark of some of our country’s most dynamic business and cultural shifts. Products and services devised by innovative minds across our country have led to many of the great advancements of the modern era. This panel brings together experts in the entrepreneurial space, investors and start-ups, to discuss what trends they are seeing in this ever-changing market.

  • David Yuan, General Partner, Technology Crossover Ventures
  • Jeremy Liew, Partner, Lightspeed Venture Partners
  • Chen Yu, MD, MBA, Managing Partner, VIVO Ventures
  • Michael N C Liang, Ph.D, Partner, Baird Capital
  • Hanson Li, Managing Director, The Hina Group

2:45pm - 3:00pm

Coffee with Exhibitors

3:00pm - 4:00pm

Asset Class Spotlight: Breakout Sessions

Breakout sessions dedicated to discussing the latest trends in various asset classes. These are deep-dive discussions on the various asset classes to discuss the funding environment, investment strategies and other topics.

Real Assets
  • Yat Pang Au, CEO & Founder, Veritas Investments Inc.
  • Kenji Kobayashi, Chief Operating Officer, MC Asset Management, LLC
  • Edward Yrure, Portfolio Manager, Investment Team, CalPERS
  • Jarvan Shen, Managing Principal, Mount Auburn Capital
  • Bennett Kim, Chief Investment Officer and Managing Principal, Big Rock Capital Partners

Private Equity
  • Carty Chock, Co-Founder and Partner, Clearpoint Investment Partners
  • Michael J. Moy, Managing Director, Pension Consulting Alliance, Inc.
  • Christopher Yang, Managing Partner, Grove Street Advisors, LLC
  • Tony W. Lee, Managing Partner, One Rock Capital Partners, LLC
  • Quinn Moss, Partner, Orrick, Herrington & Sutcliffe

Hedge Funds
  • Susan Soh, Partner, Perella Weinberg Partners
  • Ed Robertiello, Senior Portfolio Manager Absolute Return Strategies, CalPERS
  • Andrew E. Fisch, Chief Investment Officer, Hedge Fund of Funds Group, SSARIS Advisors, LLC
  • Jim Creighton, Partner, Head of Research, Manifold Partners

4:00pm - 6:00pm

Closing Reception


Kelly M. Williams

Director and Global Head of Customized Fund Investment Group

Kelly is Managing Director and Global Head of the Customized Fund Investment Group. CFIG manages over $30 billion of client commitments to private equity and real estate funds, and specializes in designing tailored portfolios for investors. In addition, CFIG provides portfolio management services for over $130 billion of client commitments to private equity. Kelly was recognized in 2011 and 2012 by American Banker Magazine as one of the 25 Most Powerful Women in Finance and received the 2012 Woman of Power and Influence Award given by the National Organization for Women.

Kelvin Liu

Director at Invesco Private Capital

Kelvin Liu, Director, Invesco Private Capital, is involved in the quantitative and qualitative analysis of prospective partnership fund investments and has 14 years of private equity experience. Mr. Liu currently serves on several partnership advisory boards, including Barings Asia, Clearlake Capital, Craton Equity Partners, CVC Capital Partners, GGVC, KRG Capital Partners, Panorama Capital, Relativity Capital, Rembrandt Ventures, Riverwood Capital Partners, Swander Pace Capital, TCV and Upfront Ventures.

Sanjiv K. Shah

Managing Director at BAML Capital Access Funds Management, LLC

Sanjiv K. Shah is a Managing Director of BAML Capital Access Funds Management, LLC, a subsidiary of Bank of America Corporation, where he focuses on the origination, due diligence, and structuring of new investment opportunities; communication with investors, and administrative matters, including managing the group’s Chicago-based team. BAML Capital Access Funds is an experienced market-based, returns-driven private equity fund-of-funds manager and advisor focused on meeting the targeted mandates of large public pension funds, endowments and other institutional investors.

Timothy J. Roemer


Ambassador Timothy J. Roemer leads one of America's largest diplomatic missions, broadening and deepening the strategic U.S.-India partnership and expanding public diplomacy throughout India. Nominated by U.S. President Barack Obama as the 21st U.S. Ambassador to the Republic of India on May 27, 2009, Ambassador Roemer was confirmed by the U.S. Senate on July 10, 2009, and sworn in on July 23, 2009.

Perrin Lim

Sr. Fixed Income Investment Officer of Oregon State Treasury

Perrin Lim has been the Senior Fixed Income Investment Officer since January 2002. Current responsibilities include managing $13 billion in the Oregon Short Term Fund, the Oregon Intermediate Term Pool and state agency funds, and oversight of external fixed income managers (~$18 billion). Responsibilities include portfolio strategy, construction, credit research and directing the fixed income team.

Victor W. Hwang

CEO at T2 Venture Creation

Victor W. Hwang is CEO, co-founder and Managing Director of T2 Venture Creation, a Silicon Valley firm that builds startup companies and designs the ecosystems that foster entrepreneurial innovation. T2VC’s work includes capital formation, innovation policy, and economic development for clients such as the World Bank, USAID, and numerous governments and corporations. Victor is also the primary co-author of a book on designing innovation ecosystems, The Rainforest: The Secret to Building the Next Silicon Valley.

Dr. Scott MacDonald

Senior Managing Director at MC Asset Management Holdings, LLC

Dr. MacDonald is the Head of Research at MC Asset Management Holdings, LLC. Previously, Dr. MacDonald served as a Senior Managing Director and Head of Research at Aladdin Capital Holdings LLC. Dr. MacDonald has an extensive background in credit and economics, having worked at the U.S. Comptroller of the Currency, Credit Suisse, and Donaldson, Lufkin and Jenrette. His experience covers banks, commodity companies, energy, sovereigns, and emerging markets. Historically, he was consistently rated as one of the top fixed income analysts by Institutional Investor. Dr. MacDonald is widely published on international economic and financial issues with seventeen books to his credit, the most recent being the co-authored “Asia’s Rise in the 21st Century.” Dr. MacDonald received his Ph.D. in Political Science from the University of Connecticut, an MA in Asian Studies from the University of London’s Oriental and African Studies Department, and a BA in Political Science (with Honors) and History from Trinity College.

Gretchen Tai

Vice President, Chief Investment Officer, Global Treasury of Hewlett-Packard Company

Gretchen Tai has been Chief Investment Officer at Shoreline Investment Management Company since 2010. A wholly-owned subsidiary of Hewlett-Packard Company, Shoreline oversees the investments of HP’s retirement plan assets. Gretchen’s team allocates assets to meet the needs of different benefit plan liabilities. Gretchen joined HP's Strategy and Corporate Development group in 2003, after which she led a range of investment activities including venture investing, minority equity investments and mergers and acquisitions.  Gretchen received her MBA in finance from MIT's Sloan School of Management and her bachelor’s degree in mathematics from Wellesley College.

John Chiang

California State Controller

John Chiang was first elected in November 2006 to serve as Controller of the State of California, the ninth-largest economy in the world. He was elected to serve a second term in November 2010. Since taking office in January 2007, Controller Chiang took immediate action to make the State’s finances more transparent and accountable to the public and to weed out waste, fraud and abuse of public funds. The Controller’s aggressive audits have identified more than $5 billion in taxpayer dollars that were denied, overpaid, subject to collection, or resulted in revenues, savings and cost avoidance.

Confirmed Participants Include:

  • California Public Employees’ Retirement System
  • California State Teachers’ Retirement System
  • Los Angeles County Employees Retirement Association
  • San Francisco Employees Retirement System
  • San Diego County Employees Retirement Association
  • Oregon State Retirement System
  • Hewlett Packard Global Treasury
  • Leading Edge Investment Advisors
  • TorreyCove Capital Partners
  • Bank of America Merrill Lynch
  • Artemis Real Estate Partners
  • Invesco Capital Partners
  • Credit Suisse - Customized Fund Investment Group
  • Grove Street Advisors
  • Pension Consulting Alliance
  • SSARIS Advisors, LLC
  • Los Angeles City Employees' Retirement System

InterContinental Hotel

San Francisco

Located directly adjacent to the Moscone West Convention Center, the InterContinental San Francisco occupies a strategic location for both business and leisure in America's most dynamic and beloved city. While its convenience for business travelers is unrivaled, San Francisco's newest luxury hotel is also within easy walking distance of Union Square, premium shopping areas, a diverse collection of trendy and upscale restaurants and bars, and a number of major San Francisco tourist attractions.

The InterContinental San Francisco Hotel offers 550 guest rooms (all non-smoking), including 14 suites featuring a spectacular duplex Presidential Suite with unrivaled city skyline and San Francisco Bay views. The hotel has an intimate footprint with no more than 22 guest rooms per floor. Rooms are elegantly appointed with rich wood and marble, striking contemporary art, sleek, stylish furniture, and the latest high-tech amenities. All of this is enhanced by floor-to-ceiling windows through which spectacular city and bay views add to a wondrous experience in San Francisco.

Explore the InterContinental Hotel, San Francisco

888 Howard Street
San Francisco, California 94103



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.

Mobile Event Sponsorship

Industry Partners

AAAIM welcomes our industry partners and their members.

Become a Sponsor

Sponsorship questions?

Please contact Chris Chan

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We can’t wait to see you there!

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