AS WE KICK OFF OUR
VIRTUAL 2020 SERIES
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 EventExplore investment strategies in the era of COVID as well as social justice challenges.
September EventJoin Emerging Leaders in a deep-dive discussion about navigating the industry.
December EventRecap lessons learned in 2020 and analyze the future investment outlook for 2021.
Registration Is Now Open
for Our December Event
>> Advance registration required <<
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.
TUESDAY, DECEMBER 1
1:00 pm – 1:05 pm PST
Welcome RemarksRead More >
Sanjiv Shah, Managing Director, HarbourVest Partners, LLC; AAAIM Board Co-Chair
1:05 pm -1:15 pm PST
Partner IntroductionRead More >
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 LernerRead 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 2021Read 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.
Chief Investment Officer, Children’s Hospital of Philadelphia
Director, Paladin Capital Group; AAAIM Board Co-Chair
Senior Director, Investments, CommonSpirit Health
Co-Founder & Chief Executive Officer, Basis Investment Group
Prof Josh Lerner
Jacob H. Schiff Professor of Investment Banking, Harvard Business School
Head of Global Manager Research, Wells Fargo Investment Institute
Chief Investment Officer, Robert Wood Johnson Foundation
Managing Director, Aksia
Managing Director, HarbourVest Partners, LLC; AAAIM Board Co-Chair
Chief Executive Officer & Global Chief Investment Officer, Sit Investment Associates
Chief of Strategy & Capital Development, Private Investments, Two Sigma
Chief Financial Officer and Partner, Palladium Equity Partners
Past Organizations Include
Adamas Asset Management
Affinity Investment Advisors
Alameda County Employees’ Retirement Association
Angelo, Gordon & Co.
Artemis Real Estate Partners
Asian Corporate Governance Association
Avante Mezzanine Partners
Big Rock Partners
California State Teachers’ Retirement System (CalSTRS)
Callan Associates Inc.
Chicago Housing Authority
Clearlake Capital Group, L.P.
Cube Hydro Partners
De Luna Partners
Enlightenment Capital, LLC
Episcophal Chruch Foundation
Fairview Capital Partners
Finn Dixon & Herling
FIS Group, Inc.
GCM Grosvenor Private Markets
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
I Squared Capital
Insight Venture Partners
Invesco Private Capital
Jaguar Growth Partners
Johns Hopkins University School of Advanced International Studies
JPMorgan Asset Management
Kaplan Fox Kilsheimer LLP
Leading Edge Investment Advisors, LLC
Legato Capital Management, LLC
Los Angeles City Employees’ Retirement System (LACERS)
Madison Bay Capital Partners
MC Asset Management Holdings, LLC
New York State Teachers’ Retirement System (NYSTRS)
Nile Capital Group LLC
Office of NYC Comptroller Scott Stringer
One Rock Capital Partners, LLC
Orrick, Herrington & Sutcliffe LLP
Palm Drive Capital
Perella Weinberg Partners
Piedmont Investment Advisors
Pine Street Alternative Asset Management
Progress Investment Management Company, LLC
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
Teacher Retirement System of Texas
Top Capital Advisors, Inc.
TorreyCove Capital Partners
Trident Capital Cybersecurity
UBS Asset Management
University of California Regents
Venus Capital Management, Inc.