- June 3, 2021 – Virtual -
Thursday, June 3 Forum Sessions
8:00AM PDT – 8:10AM PDT
11:00AM EDT – 11:10AM EDT
Welcome Remarks by the Hispanic Heritage Foundation
Jose Antonio Tijerino, Trustee, University System of Maryland Foundation
8:10AM PDT – 9:00AM PDT
11:10AM EDT – 12:00PM EDT
Personal Experiences of Asset Allocator Trustees
Moderator: Luis Elizondo-Thomson, CEO, Private Family Office
Ophelia Basgal, Trustee, ACERA; SF Foundation
Henry Jones, Trustee, CalPERS
Cynthia Ruiz, Trustee, LACERS
9:00AM PDT – 9:50AM PDT
12:00PM EDT – 12:50PM EDT
Assessing the Public Markets
Moderator: Ophelia Basgal, Trustee, ACERA; SF Foundation
Julian Allen, Managing Partner, Spitfire Capital
Pablo Brezman, Associate Equity Analyst, Kabouter Management
Chris Delgado, Director of Equities and Technology, Olayan Group
June Kim, Director, Global Equity, CalSTRS
Saira Malik, CIO and Head of Equities, Nuveen
9:50AM PDT – 10:40AM PDT
12:50PM EDT – 1:40PM EDT
CIO Asset Allocation Roundtable
Moderator: Stacie Olivares, Trustee, CalPERS
Rodrigo Garcia, CIO, Illinois State Treasurer’s Office
Al Hemmingsen, CIO, Parkland Management
Rodney June, CIO, LACERS
10:40AM PDT – 11:40AM PDT
1:40PM EDT – 2:40PM EDT
Evolution of the Private Markets
Moderator: Anthony Arnold, Partner, Barnes & Thornburg LLC
Christine Kenna, Partner, IGNIA
Marjorie Lopez, Vice President, Rx3 Growth Partners
Sheryl Mejia, Managing Partner, Steward Asset Management
Nate Mejias, Investment Team, Clearlake Capital Group
Frank Mora, Partner, HCAP Partners
Lu Zhang, Founder & Managing Partner, Fusion Fund
11:40AM PDT – 12:30PM PDT
2:40PM EDT – 3:30PM EDT
Opportunities in Real Estate and Real Assets
Moderator: Corinne Tapia-Babcock, Commissioner, LAFPP
Sasha Bernier, Managing Director, Cheltenham Enterprises
Andre Bueno, Principal, Bueno Group
Martin Cabrera, CEO, Cabrera Capital
Mina Pacheco, MD and Co-Head, Funds & Co-Investments, Barings
Luis Sanchez, Vice President, Adelante Capital Management
Carly Tripp, CIO and Head of Real Estate Investments, Nuveen
12:30PM PDT – 1:40PM PDT
3:30PM EDT – 4:40PM EDT
Diverse and Emerging Manager Programs
Moderator: Carmen Palafox, Managing Partner, 2045 Ventures
Victoria D. Bills, Investment Analyst, Illinois State Treasurer’s Office
Amit Garg, Partner, TAU Ventures
Caroline Greer, Managing Director, Commonfund
Angela Matheny, Director of Investment Staff & Diverse Manager Equity, Crewcial Partners
Maria Salamanca, Partner, Unshackled Ventures
Michael Silva, Investment Officer, CalPERS
Kirk Sims, CFA, Director, Head of Emerging Manager Program, Texas TRS
1:40PM PDT – 2:40PM PDT
4:40PM EDT – 5:40PM EDT
Technology Investing Growth
Moderator: Cheryl Campos, Head of Growth & Partnerships, Republic
Alejandro Guerrero, General Partner, Act One Ventures
Rebeca Hwang, Managing Partner, Kalei Ventures
Jazmin Medina, Principal, NewView Capital
Rami Reyes, Co-Founder & Managing Director, NextEquity Partners
Angel Saad, Venture Partner, Oak Investment Partners
Adriana Saman, Senior Associate, Clocktower Technology Ventures
2:40PM PDT – 3:50PM PDT
5:40PM EDT – 6:50PM EDT
Including Impact, ESG, Sustainability
Moderator: Cynthia Ruiz, Trustee, LACERS
Tina Castro, Managing Partner and Co-Founder, Avivar Capital
Lisa Feria, CEO, Stray Dog Capital
Megan Fielding, Senior Director of Responsible Investing, Nuveen
Marcos Gonzalez, Managing Partner, VamosVentures
Jeffrey Monge, Managing Partner, Monge Capital
Robert Sinclair, CIO, Private Family Office
Albert Vazquez, Operating Partner, Sway Ventures
3:50PM PDT – 4:20PM PDT
6:50PM EDT – 7:20PM EDT
Fireside Chat
Creating a Firm: What it Takes to Build a Firm and How We Can Support Others
Monika Mantilla, Managing Partner, Altura Capital Group
Stacie Olivares, Trustee, CalPERS
Samara Hernandez, Founding Partner, Chingona Ventures
4:20PM PDT – 4:30PM PDT
7:20PM EDT – 7:30PM EDT
Closing Remarks
See video above
Emanuel Pleitez, Chairman, Hispanic Heritage Foundation