Panel Discussion IA: Fintech Trends and the Future of Finance – Hill South

Thursday, March 05, 1:00 PM

Kim Evans

Senior Vice President, North America Head of Private Capital Services, Northern Trust

Mike Long

Managing Director, Global Head of Tech Enabled Services, Jefferies

Stephanie Mann

Senior Vice President, Corporate Development and Strategy, Live Oak Investments

Craig Demko

Director of Private Equity, NC Dept. of State Treasurer

Panel Discussion IB: Driving Diversity and Alternatives – Hill Central

Thursday, March 05, 1:00 PM

Sharmila Kassam

CEO, Founder, Aligned Capital Investing

Roundtable Discussion Session I: Private Equity – Hill North

Thursday, March 05, 1:00 PM


Richard Carson

Managing Director, Cambridge Associates

Wes Bradle

Senior Portfolio Manager, Florida State Board of Administration

Ed McMahan

Managing Partner, Falfurrias Capital Partners

Miguel Gonzalo

Partner & Head of Investment Strategy and Risk Management, Adams Street Partners

Peter Cornelius

Managing Director, AlpInvest Partners

Peter Witte

Associate Director, Private Equity, Ernst & Young

Panel Discussion IIA: Responsible Investing – Hill South

Thursday, March 05, 2:10 PM

Suzanne Tavill

Global Head of ESG, StepStone Group

McComma Grayson

Principal, Harbourvest

Ross Koenig

Vice President, RCP Advisors

Allison Spector

Director, Sustainability, Nuveen

Panel Discussion IIB: Emerging Trends in Private Capital – Hill Central

Thursday, March 05, 2:10 PM

Patrick Hartley

Fellow, the Kenan Institute for Private Enterprise

Avi Turetsky

Managing Director, Quantitative Research, Landmark Partners

David F. Philipp

CFA, CAIA, Managing Director and Senior Portfolio Manager, Crestline Investors

Roundtable Discussion Session II: Real Assets – Hill North

Thursday, March 05, 2:10 PM


Sean Goodrich

Managing Partner, Aether Investment Partners

Anurag Agarwal

Head of North America Portfolio Management for the Alternatives - Global Transportation Group, J.P. Morgan

David Chattleton

Founder, Tiverton Advisors

Mike Brand

Managing Director, Cambridge Associates

Kevin Tunick

Vice President & Managing Director, UNCMC

Panel Discussion IIIA: Infrastructure – Hill South

Thursday, March 05, 3:20 PM

Paul Finlayson

Senior Vice President, Product Manager, Northern Trust Corporation

David Altshuler

Executive Director, Product Development, IFM Investors

Ed Pallesen

Head of U.S. Infrastructure, H.I.G. Capital

Hadley Peer Marshall

MD-Infrastructure, Brookfield Asset Management

Panel Discussion Session IIIB: Venture Capital

Thursday, March 05, 3:20 PM

Mindy Isenstein

Vice President, TrueBridge Capital Partners

Jason Caplain

Co-Founder & General Partner, Bull City Venture Partners

Caitlin Fitzmaurice

Managing Director, UVIMCO

David Mannheim

Partner, Nelson Mullins

Barry Gonder

Senior Advisor, GroveStreet Advisors

Roundtable Discussion III: Private Credit – Hill North

Thursday, March 05, 3:20 PM

Sylvia Owens

Global Private Credit Strategist, Aksia

Eric Storch

Managing Director, Oak Hill Advisors

Justin Lenarcic

Global Alternative Investment Strategist, Wells Fargo Investment Institute

Michael Becker

Partner, Plexus Capital

Jordan Peer

Managing Director and Global Head of Capital Formation, HIG Capital

Roundtable Discussion Session IV: CIO Discussion

Thursday, March 05, 4:30 PM

Dominic Garcia

Chief Investment Officer, New Mexico Public Employees Retirement Association

Mark Roberts

CIO, Ironside Asset Advisors

Bryan Lewis

CIO, Pennsylvania State Employees’ Retirement System

Mike Elio

Partner, StepStone


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