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2020 HHF Investors Forum Agenda

- June 10 - June 11, 2020 | Virtual -

If you are interested in speaking and sponsorship opportunities, please contact Jessica Herrera at

Wednesday, June 10 Forum Sessions

9:00AM PDT – 9:10AM PDT

12:00PM EDT – 12:10PM EDT

Welcome Remarks: Antonio Tijerino, Hispanic Heritage Foundation

Emcee: Martha Hernandez, CEO of madeBOS

9:10AM PDT – 9:55AM PDT

12:10PM EDT – 12:55PM EDT

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: Eraina Ortega, Trustee at CalPERS
Belinda Martinez Vega, Trustee at LAFPP
Corinne Tapia-Babcock, Trustee at LAFPP  
Captain John Serda, Trustee at PFRS City of Detroit
Tina Padilla, Trustee at CTPF

10:00AM PDT – 10:45AM PDT

1:00PM EDT – 1:45PM EDT

Opportunities in Real Estate and Real Assets

Real Estate and Real Asset Investors discuss the current investment landscape in the U.S. and Latin America. 

Moderator:  Corinne Tapia-Babcock, Trustee at LAFPP
Sasha Bernier, Senior Vice President & Investment Committee Member at Cheltenham Investments
Luis Sanchez, Senior Vice President at Adelante Capital Management
André Bueno, Principal at Bueno Group
Martin Cabrera, Founder & Chief Executive Officer, Cabrera Capital
Eren Shultz, Portfolio Manager,  Westchester, a TIAA company
Marco A. Soriano, Partner and Chief Investment Officer, The Soriano Group & Family Office


10:45AM PDT –  11:15AM PDT

1:45PM EDT – 2:15PM EDT

Break Period
11:15AM PDT – 12:00PM PDT

2:15PM EDT – 3:00PM EDT

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:  Henry Jones, Board Member at CalPERS
Al Hemmingsen, Chief Investment Officer at Parkland Management Company
Dana Johns, Senior Portfolio Manager at Maryland SRA
Rekha Unnithan, Managing Director at Nuveen
Joncarlo Mark, Founder at Upwelling Capital Group
Timothy A. Reese, Founder and CEO at Forge Intellectual Capital, Former Pennsylvania State Treasurer
Kevin J. Aguas, Principal Business Analyst at NAU

12:05PM PDT – 12:50PM PDT

3:05PM EDT – 3:50PM EDT

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:  Ophelia Basgal, Board Member at ACERA
Arthur R. Guimaraes, Chief Operating Officer at UC Investments
Caroline Greer, Chairperson at Commomfund Diversity and Inclusion Office
Israel Muñoz, Investment Analyst at Illinois State Treasurer
Robert Raben, President and Founder at The Raben Group, Diverse Asset Manager Initative

Thursday, June 11 Forum Sessions

8:00AM PDT – 8:10AM PDT

11:00AM EDT – 11:10AM EDT

Welcome Remarks: Jose Antonio Tijerino, Hispanic Heritage Foundation

Emcee: Martha Hernandez, CEO of madeBOS

8:15AM PDT – 9:30AM PDT

11:15AM EDT – 12:30PM EDT

Understanding Institutional Asset Allocation

Senior institutional investment officers will discuss their approaches to asset allocation and risk management in light of institutional constraints.

Moderator:  Janet Cowell, CEO at Girls Who Invest, Former North Carolina State Treasurer
David Villa, Executive Director/Chief Investment Officer at State of Wisconsin Investment Board
Thomas Clancy, Chief Investment Officer at Pennsylvania Treasury
Jesús Argüelles, Director of Investments at the James Irvine Foundation
Scott Chan, Deputy Chief Investment Officer at CalSTRS
Robert Sinclair, Chief Investment Officer, Private Family Office

9:30AM PDT – 10:10AM PDT

12:30PM EDT – 1:10 EDT

Break Period
10:10AM PDT – 11:00AM PDT

1:15PM EDT – 2:00PM EDT


Fireside chat with Jose Minaya, CEO, Nuveen, a TIAA Company
Moderated by Stacie Olivares-Castain, Board Member CalPERS

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