Join Us
AS WE KICK OFF OUR
VIRTUAL 2020 SERIES
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AAAIM’s annual conference is the national platform for Asian American investment managers across major asset classes to meet, conduct business, and learn from insightful leaders. This year, we're going virtual! Starting in July, AAAIM will host a series of online events to explore current industry topics and connect our members to key decision makers. Please join us for the following sessions:
July Event
Explore investment strategies in the era of COVID as well as social justice challenges.September Event
Join Emerging Leaders in a deep-dive discussion about navigating the industry.December Event
Recap lessons learned in 2020 and analyze the future investment outlook for 2021.Registration Is Now Open
for Our December Event
>> Advance registration required <<
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Tickets are free for current AAAIM members and $50 for non-members.
Non-member tickets include AAAIM membership for 2020.
Registrants will be emailed a link to the virtual broadcast 24-hours prior to the event.
REGISTER NOW
AGENDA
DECEMBER EVENT
TUESDAY, DECEMBER 1
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1:00 pm – 1:05 pm PST
Welcome Remarks
Read More >Welcome Remarks
Sanjiv Shah, Managing Director, HarbourVest Partners, LLC; AAAIM Board Co-Chair
1:05 pm -1:15 pm PST
Partner Introduction
Read More >Partner Introduction
Suzanne Wong, Chief Financial Officer and Partner, Palladium Equity Partners
1:15 pm -1:45 pm PST
The Business Case for AAPI Fund Managers: Fireside Chat with Prof Josh Lerner
Read More >The Business Case for AAPI Fund Managers
- Prof Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
- Brenda Chia, Director, Paladin Capital Group; AAAIM Board Co-Chair
Hear from foremost expert in the investment field, Prof Josh Lerner, as he sits down with Brenda Chia to discuss landmark research on the AUM and performance of Asian American Pacific Islander (AAPI) investment managers. What are the implications for our community?
1:45 pm - 2:30 pm PST
Is there an Opportunity Gap for AAPI Managers?
Read More >Is there an Opportunity Gap for AAPI Managers?
- Moderator: Susan Soh, Chief of Strategy and Capital Development, Private Investments, Two Sigma
- Susanne Gealy, Senior Director, Investments, CommonSpirit Health
- Brian O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation
- Heidi Poon, Managing Director, Aksia
Panelists react to the AAAIM/Bella research. How can the industry create broader access points for AAPI managers?
2:30 pm - 3:15 pm PST
Outlook for 2021
Read More >Outlook for 2021
- Moderator: Sanjiv Shah, Managing Director, HarbourVest Partners, LLC; AAAIM Board Co-Chair
- Jenny Chan, Chief Investment Officer, Children’s Hospital of Philadelphia
- Tammy Jones, Co-Founder & Chief Executive Officer, Basis Investment Group
- Greg Maddox, Head of Global Manager Research, Wells Fargo Investment Institute
- Roger Sit, Chief Executive Officer & Global Chief Investment Officer, Sit Investment Associates
Join our panel of industry experts as they discuss what we can expect for 2021 and the continued impact of the pandemic on our industry.
SPEAKERS
DECEMBER EVENT
Jenny Chan
Chief Investment Officer, Children’s Hospital of Philadelphia
Brenda Chia
Director, Paladin Capital Group; AAAIM Board Co-Chair
Susanne Gealy
Senior Director, Investments, CommonSpirit Health
Tammy Jones
Co-Founder & Chief Executive Officer, Basis Investment Group
Prof Josh Lerner
Jacob H. Schiff Professor of Investment Banking, Harvard Business School
Greg Maddox
Head of Global Manager Research, Wells Fargo Investment Institute
Brian O'Neil
Chief Investment Officer, Robert Wood Johnson Foundation
Heidi Poon
Managing Director, Aksia
Sanjiv Shah
Managing Director, HarbourVest Partners, LLC; AAAIM Board Co-Chair
Roger Sit
Chief Executive Officer & Global Chief Investment Officer, Sit Investment Associates
Susan Soh
Chief of Strategy & Capital Development, Private Investments, Two Sigma
Suzanne Wong
Chief Financial Officer and Partner, Palladium Equity Partners
Past Organizations Include
1955 Capital
Adamas Asset Management
Affinity Investment Advisors
AGI Avant
Alameda County Employees’ Retirement Association
Altos Ventures
Angelo, Gordon & Co.
Apax Partners
Artemis Real Estate Partners
Asian Corporate Governance Association
Avante Mezzanine Partners
Barclays
Big Rock Partners
Brightpath Capital
Calera Capital
California State Teachers’ Retirement System (CalSTRS)
Callan Associates Inc.
CalPERS
Cambridge Associates
Chicago Housing Authority
Clearlake Capital Group, L.P.
Comcast Ventures
Cowboy Ventures
Cube Hydro Partners
DCM Ventures
De Luna Partners
Enlightenment Capital, LLC
Episcophal Chruch Foundation
Fairview Capital Partners
FFL PARTNERS
Finn Dixon & Herling
FIS Group, Inc.
GCM Grosvenor Private Markets
GGV Capital
Good Harbor Security Risk Management
H.I.G. Growth Partners
Hanover Investment Advisors LLC
Hanseatic Management Services, Inc.
HarbourVest Partners, LLC
Hawaii Employees’ Retirement System
Himalaya Capital
I Squared Capital
Insight Venture Partners
Invesco Private Capital
Ironwood Capital
Jaguar Growth Partners
Johns Hopkins University School of Advanced International Studies
JPMorgan Asset Management
Kaplan Fox Kilsheimer LLP
Kennet Partners
Leading Edge Investment Advisors, LLC
Legato Capital Management, LLC
Longitude Capital
Los Angeles City Employees’ Retirement System (LACERS)
Madison Bay Capital Partners
Matthews Asia
MC Asset Management Holdings, LLC
Modjule LLC
MREM
Neosho Capital
New York State Teachers’ Retirement System (NYSTRS)
Nile Capital Group LLC
Office of NYC Comptroller Scott Stringer
One Rock Capital Partners, LLC
OPIC
Orrick, Herrington & Sutcliffe LLP
Paladin Capital
Palm Drive Capital
Perella Weinberg Partners
Piedmont Investment Advisors
Pine Street Alternative Asset Management
Pomelo Capital
Progress Investment Management Company, LLC
Prudential
Qualcomm Ventures
Reverence Capital
Rice Hall James & Associate, LLC
Samsung Electronics Open Innovation Center
Sentinel Dome Partners, LLC
Silicon Valley Community Foundation
Sit Investment Associates, Inc.
St. Cloud Capital, LLC
State of California
State of Hawaii Employees’ Retirement Systems
TCW
Teacher Retirement System of Texas
Top Capital Advisors, Inc.
TorreyCove Capital Partners
TransLink Capital
Trident Capital Cybersecurity
Twist Bioscience
UBS Asset Management
University of California Regents
Venus Capital Management, Inc.
Vivo Capital
WestSummit Capital
SPONSORS
