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2019 HHF Investors Forum Agenda
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
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
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
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
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
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
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
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
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
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