| 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
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| 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
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| 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
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| 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
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| 5:45 PM – 8:00 PM | Reception, Dinner, & Keynote Remarks |
| - Anne Mathias, CFA, Senior Managing Director and Macro Strategist, Guggenheim Partners
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| 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
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| 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
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| 12:00 PM – 1:00 PM | Lunch & Keynote Remarks |
| - Sylvia Bell, Managing Director, Teachers’ Retirement System of Texas
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| 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
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| 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
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| 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
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| 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
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| 3:20 PM – 4:00 PM | Trustee Reflections & Next Step |
