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.

  • Linda Akutagawa, President & CEO, Leadership Education for Asian Pacifics Inc. (LEAP)

2:30pm – 3:30pm

Reaching for the Top

A keynote interview with a prominent figure in the investment community of AAPI heritage. Discussion will focus around the professional development as well as ways they have given back/paid it forward.

  • William Lee, Chief Investment Officer and Vice President, Foundation and Pension Investments, Kaiser Permanente

3:30pm – 3:45pm

Networking Break

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.


Closing Remarks

8:00pm – 9:00pm

Opening Reception

Four Seasons Silicon Valley – East Palo Alto, CA

OCTOBER 8, 2014

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

7:45am – 8:10am



8:10am – 8:40am

Entrepreneurial Managers – Why Startups Matter

A TEDTalk style engagement highlighting the importance of diversity programs in investment management.

  • Sanjiv Shah, Managing Director, Bank of America Merrill Lynch
  • Tony W. Lee, Co-Founder & Managing Partner, One Rock Capital Partners, LLC
  • Chris Ailman, Chief Investment Officer, California State Teachers Retirement System

8:45am – 9:45am

Asian Americans Leading the Way

A panel focused on highlighting some of the industry leaders in the AAPI community.  Topics of discussion include personal life lessons learned rising in the industry and state of the market, especially as it relates to diversity engagement.

  • Steve Chang, Co-Founder & Partner, Clearlake Capital
  • Clayton Jue, President & CEO, Leading Edge Investment Advisors
  • David Fann, President & CEO, TorreyCove Capital Partners
  • Diana Liu, General Counsel & Principal, Artemis Real Estate Partners

9:45am – 10:30am

Corporate America & Emerging Managers

Corporations across the country are engaging in greater diversity efforts as it relates to their asset management. Hear from some of the industry’s trailblazers about how they are engaging the community, what they see as the value-add and how you can engage with them.

  • Cherrise Cederqvist, Prudential Investment LLC
  • Marvin Tong/Greg Henry, Southern California Edison
  • Chrissie Pariso, Exelon Corp

10:30am – 10:45am


10:45am – 11:45am

Asset Class Breakout Sessions

Private Equity / Venture Capital
  • Moderator: Orrick, Herrington & Sutcliffe LLP
  • Adil Kabani, Private Equity Associate, Overseas Private Investment Corporation
  • Kelvin Liu, Director, Invesco Capital Management
Equities / Hedge Funds
  • Brian Aherns, EVP, Prudential Investment LLC
  • June Kim, Director of Global Equity, CalSTRS
  • Tina Williams, CEO, FIS Group
Real Assets
  • Pat Curran, President & CEO, MC Asset Management

11:45am – 12:00pm


12:00pm – 1:15pm


1:15pm – 1:30pm

Dessert Break with Coffee

1:30pm - 2:30pm

Industry Topic Breakouts

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.

  • Ginger Lew, Managing Director, Enduring Hydro
  • Matt Hoganbruen, Managing Director, Bank of America Merrill Lynch

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?

  • Anthony P. Lee, General Partner, Altos Ventures
  • Michael Yang, Managing Director, Comcast Ventures

2:30pm – 2:45pm


2:45pm – 3:15pm

The Future of Pension Planning – An Interview with Josh Gotbaum

Hear from Pension Benefit Guarantee Corporation Director Josh Gotbaum, #4 on Institutional Investor’s top “40 most influential people in the battle to decide the future of U.S. pensions,” on his thoughts about the latest trends in pension planning, pension policy and market trends.

  • Josh Gotbaum, Director, Pension Benefit Guarantee Corporation

3:15pm – 4:15pm

The Future of Pension Planning From the Pension Plans

Pension plans have faced significant upheaval these last several 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.

  • Ted Eliopolous, Chief Investment Officer, CalPERS
  • Stuart O’Dell, Chief Investment Officer, Intel
  • John Skjervem, Chief Investment Officer, Oregon Public Employees Retirement System
  • Sharmila Kassam, Chief of Staff, Employees Retirement System of Texas


Closing Reception

Award Presentation – Champions Award

Speaker portrait

Ted Eliopoulos

Chief Investment Officer, CalPERS

Speaker portrait

Chris Ailman

Chief Investment Officer, CalSTRS

Speaker portrait

David Kushner

Chief Investment Officer, LACERA **Champion Award Recipient**

Speaker portrait

JoAnn Price

Co-Founder & Managing Partner, Fairview Capital Partners **Trailblazer Award Recipient**

Speaker portrait

Sharmilla Kassam

Deputy CIO, ERS of Texas

Speaker portrait

Bill Lee

Chief Investment Officer, Kaiser Permanente

Speaker portrait

David Fann

President & CEO, TorreyCove Capital Partners

Speaker portrait

John Skjervem

Chief Investment Officer, Oregon State Treasury

Speaker portrait

Brian Ahrens

Executive Vice President, Prudential Investments LLC

Speaker portrait

Cherrise Cederqvist

Vice President, Prudential Investments LLC

Speaker portrait

Sanjiv Shah

Managing Director, Bank of America Merrill Lynch

Speaker portrait

Josh Gotbaum

Director, Pension Benefit Guarantee Corporation

Speaker portrait

Stuart O’Dell

Chief Investment Officer, Intel

  • CalPERS
  • CalSTRS
  • Oregon State Treasury
  • Southern California Edison
  • ERS of Texas
  • Intel
  • Kaiser Permanente
  • Cook County Pension Plan
  • Exelom Corporation
  • Prudential Investments
  • Fairview Capital Management
  • BAML Capital Access Fund
  • Leading Edge Investment Advisors
  • TorreyCove Capital Partners
  • Artemis Real Estate Partners
  • Invesco Private Capital
  • Oak Street Investments
  • FIS Group
  • U.S. Small Business Administration (SBA)
  • Overseas Private Investment Corp (OPIC)
  • San Jose Federated City Employees’ Retirement System

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!