June 6, 2019 | Oakland, CA
Wednesday, June 5, 2019
| 6:00 – 7:30 PM | Pre-Forum Happy Hour
Location: restaurant in Oakland |
Thursday, June 6, 2019
| 8:00 AM – 8:30 AM | Registration and Continental Breakfast |
| 8:30 AM – 8:45 AM | Welcome: Sergio Garcia, Board Director at Hispanic Heritage Foundation
Emcee: Martha Hernandez, CEO of madeBOS |
| 8:45 AM – 9:30 PM | Understanding Institutional Asset Allocation
Senior institutional investment officers will discuss their approaches to asset allocation and risk management in light of institutional constraints. |
| Moderator: Joncarlo Mark, Founder and Managing Member at Upwelling Capital Scott Chan, Deputy Chief Investment Officer at CalSTRS Rodney June, Chief Investment Officer at LACERS Robert Sinclair, Chief Investment Officer at Private Family Office |
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| 9:30 AM – 9:45 AM | Networking Break |
| 9:45 AM – 10:30 AM | Personal Experiences of Trustees in Driving Change
Pension fund trustees will discuss their personal experiences in being effective trustees and share methods to accomplish strategic initiatives. |
| Moderator: Moctesuma Esparza, former Trustee at LACERS Ophelia Basgal, Trustee at ACERA, Mills College, and San Francisco Foundation Cynthia Ruiz, Trustee at LACERS |
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| 10:30 AM – 11:25 AM | Investing in the Private Markets
Private market investors will discuss the investing landscape as institutional investors continue to allocate more assets to the private markets |
| Moderator: Rosa Estrada, former institutional Portfolio Manager Gustavo Alberelli, Managing Partner at Sunstone Partners Jesús Argüelles, Director of Investments at The James Irvine Foundation Monica Black, Partner at TheVentureCity Xavier Gutierrez, Managing Director at Clearlake Capital Al Hemmingsen, Chief Investment Officer at Parkland Management Company Roman Leal, Managing Partner at Leap Global Partners |
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| 11:25 AM – 11:30 AM | Networking Break |
| 11:30 AM – 12:30 PM | Emerging and Specialized Manager Programs
Emerging and specialized investors will focus on best practices in evaluating emerging and diverse managers and the opportunity for new managers. |
| Moderator: Gerardo Martinez, Investment Analyst at Illinois State Treasurer Julian Allen, Managing Partner at Spitfire Capital Arthur R. Guimaraes, COO at UC Regents Office of the CIO Bahiyah Robinson, Founder & CEO at VC Include Kirk Sims, Head of Emerging Manager Program at Teacher Retirement System of Texas |
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| 12:30 PM – 12:50 PM | Lunch Break |
| 12:50 PM – 1:30 PM | Lunch Keynote: State of the Capital Markets
A discussion on how the capital markets are behaving in light of the longest bull market in history, debate on Modern Monetary Theory, and the response by the Federal Reserve and other central banks. |
| Moderator: Claudia Rivas Senior Financial Advisor at Merrill Lynch Rob Romero, Chief Executive Officer at Connective Capital Anthony Valencia, Managing Partner at East Los Capital David R. Wilson, Managing Director, Client Portfolio Manager at Nuveen Asset Management |
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| 1:30 PM – 1:45 PM | Networking Break |
| 1:45 PM – 2:40 PM | Opportunities in Real Estate and Real Assets & Current Lending Environment
Lenders and credit investors will discuss the current lending environment in the U.S. and in Latin America |
| Moderator: Andre Bueno, Principal at Bueno Group Vanessa Delgado, Managing Partner at Azure Development Alan Dones, Managing Partner & CEO at SUDA Arthur Hidalgo, Managing Partner at Carpenter Community BancFund Chris Rodzewicz, Partner at Cloverlay Tash Salas, Principal Partner & Advisor at Artha Consulting |
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| 2:40 PM – 3:00 PM | Networking Break |
| 3:00 PM – 3:45 PM | Cultivating the Next Generation of Women Leaders
A panel of female leaders in the asset management industry will present their experiences and outlook for the broader financial service sector. |
| Moderator: Stephanie Castellanos, Diversity & inclusion strategist Marisela Garcia Marquez, Founder and CEO at Iberus Paola Garcia, Private Wealth Advisor at Goldman Sachs Tracy Gray, Managing Partner at The 22 Fund Rebeca Hwang, Managing Partner at Kalei Ventures |
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| 3:45 PM – 4:00 PM | Networking Break |
| 4:00 PM – 5:00 PM | Emerging Manager Showcase
Several Latinx emerging managers will showcase their firms and the diverse set of new strategies being implemented. |
| Moderator: Carmen Palafox, Managing Partner at MiLA Capital Maria Salamanca, Investor at Unshackled Ventures Lisa Feria, CEO at Stray Dog Capital Ariel Jaduszliwer, Managing Partner at Brainstorm Ventures Miriam Rivera, Managing Partner at Ulu Ventures Rami Reyes, Principal at NextEquity Partners Noramay Cadena, Managing Partner at MiLA Capital Amit Garg, Managing Partner at Tau Ventures Christine Kenna, Partner at IGNIA Partners Consuelo Valverde, Founding Partner & Managing Partner at SV LATAM Capital Alejandro Garcia-Amaya, Co-Founder at Nilo Ventures Samara Mejia Hernandez, Founding Partner at Chingona Ventures |
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| 5:00 PM – 5:15 PM | Closing Remarks
Rosie Rios, Former Treasurer of the United States |
| 5:15 PM – 6:30 PM | Networking Reception |
| 6:30 PM – 8:30 PM | Dinner |