The 5th Annual A.G.M. Forum
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29
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The investment diversity exchange

Sep 
29
 – 
Oct 
01
, 
2020
  
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Rising TIDE
3:00pm
 - 
5:00pm 
EDT
America/New York

The Investment Diversity Exchange (TIDE) is hosting its inaugural virtual conference for leaders and decision-makers in the investment industry. With a mission to break down silos, TIDE brings together movers and shakers to address challenges that the industry faces today. 


From gender imbalance to fundraising, to emerging markets and geopolitical issues, the experts offer their insights and solutions.  


The conference blends together dynamic panel discussions, inspirational keynotes, and networking opportunities in a unique 3-day event.

Registration


 Ticket registration page will open up to the Hopin website which will be used as

TIDE'S Conference Platform.

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Who's who?

TIDE has scoured the globe to curate a best-in-class roster of speakers representing the hottest funds, strategies and disciplines in investment management. The program for this year’s TIDE conference will be the industry's best yet. 



By attending virtually, you’ll have a front-row seat to engaging panel discussions from the best minds in the industry who are pushing boundaries and setting new standards.


*Featured speakers are being re-confirmed and might change in case of schedule conflicts.


Featuring:

Marcie Frost, CEO of CalPERS

 

Interviewed By:

Andrew Junkin, CIO of State of Rhode Island



VISHNU AMBLE

SAUDI ARAMCO

Company Name

CHARINA AMUNATEGUI

MUFG


SAM AUSTIN, III

NEPC


SANDRA BOSELA

OPTRUST

Company Name

BILL

BRACAMONTES

Wilshire Associates


SCOTT CHAN

CALSTRS


ANDREW CHEN

LOCKHEED MARTIN INVESTMENT MGMT COMPANY


CECELIA CHEN

SEATTLE CITY ERS

Company Name

CLARK CHENG

MERRIMAC CORP


EVRIL CLAYTON JR.

NYS COMMON RETIREMENT FUND

Company Name

CHRISTIAN CRUZ

CANTERBURY CONSULTING


DAN D'ANIELLO

THE CARLYLE GROUP

Company Name

RUCHI DANA

Dana Group


TERRANCE DAVIS

State Board of Administration of Florida

Company Name

BRIAN DIXON

APG Asset Management


RONALD FALLS JR.

POST ADVISORY GROUP


DAVID FANN

aksia


JOSE FERNANDEZ

STEPSTONE

Company Name

MARCUS FRAMPTON

Alaska Permanent Fund Corporation


DAVID FRANCL


San Francisco ers


BRYAN FUJITA

los Angeles City Employees Retirement System


MARCIE FROST

CALPERS

Company Name

SUSANNE GEALY

CommonSpirit Health

Company Name

RENAE GRIFFIN

GCM GROSVENOR

Company Name

PRISCILLA GUEVARA

SCIENCE


TIFFANY HART

WORLD ECONOMIC FORUM


NICHOLAS HARTNETT

AGILITY

Company Name

YINH HINH

EAGLE CAPITAL MANAGEMENT


MARGARET JADALLAH

VERUS INVESTMENTS


BARBARA JESUELE

J PAUL GETTY TRUST

Company Name

ANDREW JUNKIN

State of Rhode island


ABHI KANE

heyford group


ADIAM KIFLOM

ABERDEEN STANDARD INVESTMENTS

Company Name

JUNE KIM

CALSTRS


TAMARA LARSEN

AGILITY


CINDY LAU

BLACKROCK


SUSAN LEE

The Broad Foundation & Eli Broad Family Office


EDWARD LEWIS

UTIMCO


NNEKA MADUS


Company Name

NEIL MALIK

K1 INVESTMENT MANAGEMENT

Company Name

MIKA MALONE

MEKETA Investment group


RENAYE MANLEY

Service Employees International Union


SONA MENON

CAMBRIDGE ASSOCIATES

Company Name

DANIEL MILLER

New York City Board of Education Retirement System


DOLORES MUNOZ

CABRERA CAPITAL

Company Name

BRIAN O'NEIL

ROBERT WOOD JOHNSON FOUNDATION

Company Name

STACIE OLIVERAS-CASTAIN

CALPERS


TINGTING PENG

ESO Capital


TINA PHAM

HEREQUITY

Company Name

WENDY PULLING

UC REGENTS


C. PENN REDPATH

LOMBARD INTERNATIONAL

Company Name

GRACE REYES

The Investment Diversity Exchange


JASMINE RICHARDS

Cambridge Associates


ANTHONY SCARAMUCCI

skybridge Capital

Company Name

JOHN SERGIDES

MUFG INVESTOR SERVICES


Company Name

BEI SEVILLE

advance

Company Name

MOLLY SHANNON

WELLINGTON MANAGEMENT  

Company Name

ALISSA SHIPPER

BAYSHORE GLOBAL MANAGEMENT

Company Name

KIRK SIMS

Teacher Retirement System of Texas


CRAIG SLACK

City of Chicago


CONSTANCE SNG

HUDSON COVE CAPITAL MANAGEMENT


SUSAN SOH

two sigma

Company Name

PRANJUL SRIVASTAVA

Edelweiss Capital


CHAVON SUTTON

New York City Office of the Comptroller


MARVIN TONG

Sempra Energy


DIEM TRAN

LDR CAPITAL MANAGEMENT

Company Name

QUYEN TRAN

Two sigma


MARK TSANG

STEPSTONE GROUP


PATRICK TSANG

TSANGS GROUP


REGINALD TUCKER

Orange County Employees Retirement System


REYDA VAN

DEALCLOUD

Company Name

JUDY WADE

CPP INvestments

Company Name

SUZANNE WONG

Palladium Equity Partners


DAVID YORK

TOP TIER CAPITAL PARTNERS

Company Name

MARYLING YU

BACKSTOP SOLUTIONS GROUP

Company Name

SHANNON ZOLLER

TEPHRA ADVISORS


Company Name

 

Pre-Conference

DAY 1 - Sep 29th

12:00 PM - 01:00 PM

Virtual Power Yoga 

Tingting Peng, ESO Capital




Agenda

DAY 1 - Sep 29th

02:00 PM - 03:00 PM

Enter and Explore Virtual Platform


03:00 PM - 03:05 PM

STAGE

Welcome Remarks

Grace Reyes, The Investment Diversity Exchange

03:05 PM - 03:10 PM

STAGE

Introduction of Daniel D'Aniello, Co-Founder and Chairman of The Carlyle Group

Charina Amunategui, MUFG Investor Services

03:10 PM - 04:00 PM

STAGE

Keynote Speech & Audience Q&A

Daniel D'Aniello, Co-Founder and Chairman of The Carlyle Group

04:00 PM - 04:05 PM

Break


04:05 PM - 04:30 PM

SESSIONS

Break Out Session

Room 1: ESG

Room 2: Unique, Off-the-Run Strategies

Room 1: 

Host: Adiam Kiflom, Aberdeen Standard Investments

Moderator: Ronald Falls Jr, Post Advisory Group

Tamara Larsen, Agility

Mika Malone, Meketa

Stacie Oliveras-Castain, CalPERS

Wendy Pulling, UC Regents

 

Room 2:

Host: Shannon Zoeller, Tephra Advisors

Moderator: David York, Top Tier Capital Partners

David Fann, Aksia

Brian Fujita, LACERS

Marvin Tong, Sempra Energy

Reginald Tucker, OCERS



04:30 PM - 04:35 PM

Break


04:35 PM - 05:00 PM

STAGE

Emerging Manager Panel

Moderator: Renae Griffin, GCM Grosvenor

Sam Austen III, NEPC 

Jose Fernandez, StepStone Group

Kirk Sims, Texas TRS

Chavon Sutton, NYC Comptroller's Office


 Agenda

DAY 2 - Sept 30th

02:00 PM - 03:00 PM

Enter and Explore Virtual Platform


03:00 PM - 03:05 PM

STAGE

Welcome Remarks

Grace Reyes, The Investment Diversity Exchange

03:05 PM - 03:10 PM

STAGE

Introduction of Scott Chan, CalSTRS & Clark Cheng, Merrimac Corp

Reyda Van, DealCloud

03:10 PM - 03:30 PM

STAGE

Fireside Chat & Audience Q&A

Scott Chan, CalSTRS

Clark Cheng, Merrimac Corp

03:30 PM - 04:00 PM

STAGE

Endowments & Foundations

Moderator: Susan Soh, Two Sigma 

Susanne Gealy, CommonSpirit Health

Brian O'Neil, Robert Wood Johnson Foundation

Bei Saville, Advance

 



04:00 PM - 04:05 PM

Break


04:05 PM - 04:30 PM

SESSIONS

Break Out Session

Room 1: Public Markets
Room 2: Venture Capital
Room 3: Private Debt

 

Room 1: 

Host: Yinh Hinh, Eagle Capital Management

Moderator: Molly Shannon, Wellington Management

Evril Clayton, NYS Common Retirement Fund

Margaret Jadallah, Verus Investments

Cindy Lau, BlackRock

Alissa Shipper, Bayshore Global Management



Room 2:

Host: Tina Pham, HerEquity

Moderator: Priscilla Guevara, Science

Vishnu Amble, Saudi Aramco

Christian Cruz, Canterbury Consulting

Ruchi Dana, Dana Group

Susan Lee, The Broad Foundation & Family Office 



Room 3:

Host: Nneka Madus

Moderator: Constance Sng, Hudson Cove

Terrance Davis, State of Florida

Mark Tsang, StepStone Group

Pranjul Srivastava, Edelweiss


04:30 PM - 04:35 PM

Break


04:35 PM - 05:00 PM

STAGE

Elevating the Role of Women & Minorities in the Investment Industry

Moderator: Daniel Miller, NYCBERS

June Kim, CalSTRS

Renaye Manley, SEIU

Jasmine Richards, Cambridge Associates

Judy Wade, CPP Investments

 

  Agenda

DAY 3 - Oct 1st

02:00 PM - 03:00 PM

Enter and Explore Virtual Platform


03:00 PM - 03:05 PM

STAGE

Welcome Remarks

Grace Reyes, The Investment Diversity Exchange

03:05 PM - 03:10 PM

STAGE

Introduction of Anthony Scaramucci, SkyBridge & Patrick Tsang, Tsangs Group

Tiffany Hart, World Economic Forum

03:10 PM - 03:30 PM

STAGE

Fireside Chat & Audience Q&A

Anthony Scaramucci, SkyBridge & Patrick Tsang, Tsangs Group

03:30 PM - 03:35 PM

STAGE

Introduction of Marcie Frost, CalPERS & Andrew Junkin, State of Rhode Island

Maryling Yu, Backstop Solutions Group

03:35 PM - 04:00 PM

STAGE

Fireside Chat & Audience Q&A

Marcie Frost, CalPERS

Andrew Junkin, State of Rhode Island

04:00 PM - 04:05 PM

Break


04:05 PM - 04:30 PM

SESSIONS

Break Out Session

Room 1: Hedge Funds
Room 2: Private Equity
Room 3: Real Asset

Room 1: 

Host: Dolores Munoz, Cabrera Capital

Moderator: C. Penn Redpath, Lombard International

Andrew Chen, Lockheed Martin 

David Francl, SFERS

Nicholas Hartnett, Agility

Abhi Kane, Heyford Group 


Room 2:

Host: Quyen Tran, Two Sigma

Moderator: Neil Malik, K1 Investment Management

Sandra Bosela, OPTrust

Bill Bracamontes, Wilshire Associates 

Brian Dixon, APG

Suzanne Wong, Palladium Equity Partners

 

Room 3:

Host: Diem Tran, LDR Capital Management

Moderator: Tingting Peng, ESO Capital

Cecelia Chen, Seattle City ERS

Barbara Jesuele, J. Paul Getty Trust

Edward Lewis, UTIMCO



04:30 PM - 04:35 PM

Break


04:35 PM - 05:00 PM

STAGE

CIO Panel

Moderator: John Sergides, MUFG Investor Services

Marcus Frampton, Alaska Permanent

Andrew Junkin, Rhode Island State

Sona Menon, Cambridge Associates

Craig Slack, City of Chicago

YOGA WITH TINGTING PENG,

ESO CAPITAL

Kick off the conference with a little namaste to find stillness in a world of chaos.  Become balanced through mindful poses.  Create good energy from good vibes that surround you. Discover your inner peace....

Registration


 Ticket registration page will open up to the Hopin website which will be used as

TIDE'S Conference Platform.

Register
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GOLD SPONSORS

SILVER SPONSORS

BRONZE SPONSORS

SUPPORTING SPONSORS

DIVERSITY PARTNERS

MEDIA PARTNERS

Connect on Social.

 TIDE is a woman-owned, MINORITY firm globally connecting and engaging movers and shakers to promote diversity & Inclusion within the investment industry.

#risingtide

TIDE Distribution List


 Ticket registration page will open up to the Hopin website which will be used as

TIDE'S Conference Platform.

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A rising TIDE lifts all boats.


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