Agenda

Wednesday, June 1
11:30 AM – 1:00 PM Closed Event for Trustees, Investment Staff, & Sponsors
1:00 PM – 1:45 PM Registration & Refreshments
1:45 PM – 2:15 PM Welcome Remarks
  • Gilbert Garcia, CFA, Managing Partner, Garcia Hamilton & Associates
2:15 PM – 3:15 PM Personal Experiences of Trustees in Driving Change
  • Belinda M. Vega, Trustee, Los Angeles Fire and Police Pensions (Moderator)
  • Al Martinez, Trustee, Nevada Public Employees’ Retirement System
  • David Corpus, Trustee, Teachers’ Retirement System of Texas
  • Loretta Naranjo Lopez, Trustee, New Mexico Public Employees’ Retirement Association
  • Ruby Muñoz-Dang, Trustee, Metropolitan Transit Authority of Harris County Non-Union Pension Plan & Trust
3:30 PM – 4:15 PM Board Governance & Fiduciary Responsibilities
  • Dr. Joseph Guzman, Professor, Michigan State University (Moderator)
  • Belinda M. Vega, Trustee, Los Angeles Fire Police Pensions
  • Cynthia Ruiz, Trustee, Los Angeles City Employees’ Retirement System
  • Dana Hollinger, Trustee, California Public Employees’ Retirement System
4:30 PM – 5:15 PM Investing in Inclusion: Public & Private Sector Innovations
  • Charles Spearman, Senior Managing Director, Guggenheim Partners (Moderator)
  • Angela Guzman, Senior Manager of Supplier Diversity, Comcast NBC Universal
  • Carra Wallace, Chief Diversity Officer, New York City Comptroller
  • Kate Kleyman, Associate Office of Diversity and Inclusion, Guggenheim Partners
  • Richard Kasnia, Senior Managing Director, Guggenheim Partners
5:45 PM – 8:00 PM Reception, Dinner, & Keynote Remarks
  • Anne Mathias, CFA, Senior Managing Director and Macro Strategist, Guggenheim Partners
Thursday, June 2
8:15 AM – 9:00 AM Continental Breakfast & Morning Remarks
9:00 AM – 9:40 AM Shareholder Activism
  • Raymond Sanchez, Trustee, New York City Employees’ Retirement System (Moderator)
  • George C. Aguilar, Partner, Robbins Arroyo
  • Luz Rodriguez, Director of Corporate Governance & Legal Services, Colorado Public Employees’ Retirement Association
  • Travis Antoniono, Investment Officer, California State Teachers’ Retirement System
 9:40 AM – 10:20 AM Asset Allocation & Risk Management
  • Patrick Mitchell, Senior Managing Director and Senior Adviser to the Global Chief Investment Officer, Guggenheim Partners (Moderator)
  • Geraldine Jimenez, Portfolio Manager, California State Teachers’ Retirement System
  • Monika Mantilla, President and CEO Altura Capital; Managing Partner, Small Business Community Capital, SBCC, and SBCI Impact Fund
 10:40 AM – 11:20 AM Equities
  • Nilza Serrano, Trustee, Los Angeles City Employees’ Retirement System (Moderator)
  • Fernando Inzunza, Partner and Portfolio Manager, Lombardia Capital Partners
  • Jeff Garcia, Investment Analyst, Capital Group
  • Jimmy Wang, Investment Officer, Los Angeles City Employees’ Retirement System
  • Patrick Mitchell, Senior Managing Director, Senior Advisor to the Global Chief Investment Officer, Guggenheim Partners
 11:20 AM – 12:00 PM Fixed Income
  • David Corpus, Trustee, Texas Teachers’ Retirement System (Moderator)
  • Kelechi Ogbunamiri, Vice President, Guggenheim Partners
  • Mario Modiano, Senior Portfolio Manager, LM Capital, LLC
 12:00 PM – 1:00 PM Lunch & Keynote Remarks
  • Sylvia Bell, Managing Director, Teachers’ Retirement System of Texas
 1:00 PM – 1:40 PM  Real Estate & Real Assets
  • Ken Gurrola, Chairman and CEO, Eastridge Capital (Moderator)
  • Martin Cabrera, Founder and Chief Executive Officer, Cabrera Capital Markets
  • Peter Braffman, Managing Director, GCM Grosvenor
  • Rob Lawrence, Senior Managing Director, Guggenheim Partners
 1:40 PM – 2:20 PM  Alternative Investments: Private Equity, Venture Capital & Hedge Funds
  • Julie Fox, Analyst, Aldwych Capital (Moderator)
  • James Mitchell, Managing Director, The Rock Creek Group
  • Alex Guerrero, Associate, Act One Ventures
  • Angel Saad Gomez, Venture Partner, OAK Investment Partners
  • Edgar Hernandez, Service Employees’ International Union
  • Jimmy Wang, Investment Officer, Los Angeles City Employees’ Retirement System
  • Rami Reyes, Co-Founder and Principal, NextEquity Partners
 Specialized, Emerging, & Diverse Manager Programs
  • Perry Hollowell, Portfolio Manager, Guggenheim Partners (Moderator)
  • Edgar Hernandez, Service Employees’ International Union
  • Michael Silva, Investment Officer, California Public Employees’ Retirement System
  • Sylvia Bell, Managing Director, Investment Operations, Texas Teachers’ Retirement System
 2:40 PM – 3:20 PM  Regional, Community & Impact Investing
  • Corinne Tapia Babcock, Trustee, Los Angeles Fire and Police
  • Aurthur Hidalgo, Co-Founder & Partner, Carpenter Community BancFunds
  • Marcos Gonzalez, Managing Partner, VamosVenture
  • Tina Castro, CFA, Managing Partner and Co-Founder, Avivar Capital
 3:20 PM – 4:00 PM  Trustee Reflections & Next Step