TIDE SPARK 2022

Oct

2022

Speaker Name

Job Title

Company Name

David Doe

Designer - Redshoe

12 pm

Welcome and Introductions

Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message.

12 pm

Welcome and Introductions

Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message.

TIDE SPARK 2022

Oct

9:00pm

EDT

I'm in!

Contact the Organizer

Rockstar Speaker Line-Up

Jeffrey Alt

Head of US Institutional Sales

Brandywine Global Investment Management

Vishnu Amble

Investment Committee & Member of the Board

GreenBear Group LLC - Family Office and Family Philanthropic Foundation

Hasan Askari

Managing Partner
K1 Investment Management

Samuel M. Austin, III

Partner

nepc

Ryan Bailey

Partner & CIO

Investment Office Resources

Adriana Ballard

Director of Asset Owner Solutions

Nasdaq

Sasha Bernier

Senior VP & Investment Committee Member Cheltenham Enterprises

parth Bhatt

CIO

San bernardino county

Sam Bolda

VP of Marketing - Customer Acquisition & Retention

Backstop Solutions Group

Ben Bronson

Senior Portfolio Advisor

Aksia

Jessica Caloza

Deputy Chief of Staff

Office of Attorney General Rob Bonta
California Department of Justice

Cindy Chen Delano

co-founder and partner

Invictus Global Management

Clark Cheng

CEO & CIO

Merrimac Corp

Rebecca Chia

Head of Business Development and Investor Relations

Atalaya

David Chiang

CIO

Pritzker Family Foundations

Anthony Chiu

Director, Private Equity and Alternative Assets Kentucky Public Pensions Authority (KPPA)

ravi chopra

cio

azora capital

Kristen colvin

managing director

MFS investment management

Gabriel de Alba

Founder and Managing Partner

GDA Luma Capital Management

Rose Dean

Managing Director

Wilshire

margo demore

founding partner

broad street consulting group

Cian DesmonD

Vice President

Wilshire

Devon Drew

CEO

Diligence Fund Distributors

Derek Drummond

Portfolio Manager

State of Wisconsin Investment Board (SWIB)

Jay Eum

Co-Founding Managing Partner

GFT Venture

Marianne Feeley

Managing Director

Verus

Emily Foshag

Portfolio Manager
Principal Global Investors

Samantha Foster

Managing Director

Russell Investments

Matt freedman

CIO

louisiana School Employees' retirement system

David Fuhriman

Chief Financial Officer

The Campanile Foundation
University Relations and Development

Peggy Gartin

CIO

The Auto Club Group

Jonathan Grabel

CIO

LACERA

Arthur R. Guimarães

Chief data & Operating officer

UC Regents

Tracy Harris

Board Member

CareFirst BlueCross BlueShield

DC Retirement Board

Parker Hayden

Head of X Ventures

Redesign Health

Yinh Hinh

Managing Director

Eagle Capital Management

Michael Hitchcock

CEO

SC Retirement Systems Investment Commission

Robert Holley

Senior Investment Officer

Baltimore Fire & Police Employees’ Retirement System

Jarvis Hollingsworth

Vice Chairman & COO Irradiant Partners, LP

Jason Howard

MAnaging Director

GCM Grosvenor

Paul Hsiao

Co-Founder & General Partner

Canvas Ventures

Saul Ioffe

Senior Investment Analyst
State of Rhode Island, Office of the General Treasurer

Dana Johns

Senior Portfolio Manager, Private Equity
Maryland State Retirement and Pension System

Rodney June

CIO
LACERS

Andrew Junkin

CIO

State of Rhode Island

Andrew Karsh

Co-Founder & General Partner

Bay Bridge Ventures Management

Marissa Kim

General Partner

ABRA CAPITAL MANAGEMENT

Marlon Kimpson

Senator

State of South carolina

Jessica LEe-Wen

CHief Marketing Officer

Casoro Group

Elise Liberto

Private Equity Portfolio Manager

Brown Advisory

Jason Lin

Managing Partner
Super Capital Group

Tathata Lohachitkul

Partner and Portfolio Analyst

Albourne

Jean Lu

Managing Director and Chief Investment Officer Cambridge Associates

Irina Ludkovski

Partner, Operational Due Diligence

Albourne Partners

Fiona Ma

Treasurer

State of California

james mahoney

VP Investments

Bon Secours Mercy Health

Sid Makkar

Managing Director

ArrowMark Partners

Lauren Mathias

senior vice presidenT

Callan

MARGARET MCKNIGHT

PARTNER AND HEAD OF PORTFOLIO SOLUTIONS STEPSTONE

DON Mullen

CEO & Founder

Pretium

Nicole Musicco

CIO

CALPERS

Sean Olesen

Investment Officer
Cornell University Office of University Investments

ANGELA OUTLAW-MATHENY

Director of Invt. Staff & Diverse Manager Equity CREWCIAL PARTNERS

sejal Patel

DIrector

AT&T

TingTing Peng

Head of Capital, ESG & Comms

Moove Africa

Tina pham

SENIOR VICE PRESIDENT OF ALTERNATIVES BUSINESS DEVELOPMENT FOR NORTH AMERICA

WILSHIRE

Guy Pinkman

Advisory Committee

Pension Benefit Guaranty Corporation (PBGC)

Heidi piper

vice president

northgate capital

Adrian Polak

Partner & Co Founder

StRattam Capital

Scott radke

CEO

new holland CApital

Sumit Rajpal

Founder & CEO

Growthcurve Capital

Grace Reyes

CEO

The Investment Diversity exchange

Jasmine richards

Head of Diverse Manager Research

Cambridge Associates

Robert roman

president

hartbeat ventures

Ravi Saini

Director of Investments
Broad Foundations and Family Office

MICHAEL ASHLEY SCHULMAN

Partner & CIO
Running Point Capital Advisors

Rose Shoen

Director of Coaching

Azteca FC

Michael Silva

Investment Officer CalPERS

Kirk Sims

Head of Emerging Manager Program

TX TRS

Blair C. Smith

Senior Director of the Center for Financial Markets

Milken Institute

Edgar Smith

Managing Director

University of Southern California Endowment

CONSTANCE SNG

Global Head of Investor Relations and Capital Formation

ABRA CAPITAL MANAGEMENT

Susan Soh

Chief of Capital Formation and Investor Relations GrowthCurve Capital

PRANJUL SRIVASTAVA

Managing Director

Head of Business Development in North America

Edelweiss Financial Services Inc

Mark Steed

CIO

Arizona PSPRS Trust

Melissa Toma Ryan

Managing Director and Head of Business Development & Investor Relations

Virgo

Marvin Tong

Senior Investment Analyst

Sempra Energy

Quyen tran

Head of Capital Development
Redesign Health

Reginald Tucker

Managing Director Manhattan West

Arnaud Van Dijk

Director

KPMG

Sapna Vir

Director of External Relationships

New Holland Capital

Loc Vukhac

Managing Director Institutional Business Development

Pretium

Wendy Walker

Managing Director & CIO Cambridge Associates

Fred Wang

Co-Founder & Partner

Hudson Cove Capital Management LLC

Jesse Watson

FOUNDER & CIO

Virgo Investment Group

Amanda Wilson

Managing Director, Head of US Institutional Sales & Relationship Management

Principal

Christopher J. Wolfe

CIO

First Republic Investment Management

Suzanne Wong

Chief Financial Officer & Partner

Palladium

Shawn T. Wooden

Treasurer

State of Connecticut

Ming YaN

MANAGING DIRECTOR,

DEPUTY CHIEF INVESTMENT OFFICER

CAMBRIDGE ASSOCIATES

Daniel Yearwood

CEO & Co-Founder

Mission Road Sound

Brian Yegidis

Executive Director, Head of Business Consulting

MUFG Investor Services

Yuen Yung

CEO

Casoro Group

Scott Zdrazil

Principal Investment Officer

LACERA

David Zee

senior vice president & fixed income asset class lead

Callan

Schedule

Day 1:

Wednesday

July 6th, 2022

07:00 AM - 08:00 AM

Yoga

Vue Lawn

07:00 AM - 08:30 AM

Registration

09:00 AM- 09:15 AM

Welcome Remarks

Chair: Yinh Hinh, Eagle Capital Management
Welcome Remarks - Grace Reyes, TIDE

09:15 AM - 10:00 AM

Amplifying D&I Panel

Moderator: Paul Hsiao, Canvas VC
Dana Johns, Maryland State Retirement and Pension System

Jasmine Richards, Cambridge Associates
Kirk Sims, TX TRS

10:00 AM - 10:15 AM

The ESG Landscape

Arnaud Van Dijk, KPMG

10:15 AM - 11:00 AM

ESG Panel

Moderator: Rebecca Chia, Atalaya

James Mahoney, Bon Secours Mercy Health
Scott Zdrazil, LACERA

11:00 AM - 11:30 AM

Vantagepoint of OCIOs & Consultants

Moderator: Constance Sng, Abra

Samantha Foster, Russell Investments

11:30 AM - 01:00 PM

Lunch

01:15 PM - 02:00 PM

State of the Economy

Introductory Remarks: Jessica Caloza, Deputy Chief of Staff, Office of California Attorney General Rob Bonta
Moderator: Blair Smith, Milken Institute
Fiona Ma, CA State Treasurer

Marlon Kimpson, Senator of South Carolina
Shawn Wooden, CT State Treasurer

02:00 PM - 02:45 PM

Deep Dive into Digital Assets

Moderator: David Fuhriman, The Campanile Foundation University Relations and Development
Melissa Kim, Abra

Rose Shoen, Aztec FC

Daniel Yearwood, Mission Road Sound

03:00 PM - 03:45 PM

Breakout Sessions

Room 1:

Public Markets
Introductory Remarks: Margo DeMore, Broad Street Consulting
Moderator: Kristen Colvin, MFS Investment Management

Rose Dean, Wilshire

Marianne Feeley, Verus

Emily Foshag, Principal Group
Ravi Saini, Broad Family & Foundation

Room 2:

Private Equity
Introductory Remarks: Sam Bolda, Backstop
Moderator: Suzanne Wong, Palladium

Hasan Askari, K1 Investments
Adriana Ballard, Nasdaq
Anthony Chiu, KPPA
Sumit Rajpal, GrowthCurve Capital

Room 3:

Real Asset
Introductory Remarks: Jessica Lee-Wen, Casoro Group
Moderator: Margaret McKnight, StepStone

Brad Creel, Lockheed Martin

Arthur Guimaraes, UC Regents
Jesse Watson, Virgo Investment Group
Yuen Yung, Casoro Group

03:45 PM - 04:30 PM

Roundtables

Rapid Fireside Chat

Interviewer: Adriana Ballard, Nasdaq

Sejal Patel, AT&T

Hosts:

Trustees:
Guy Pinkman, PGBC

Family Offices:
Vishnu Amble, Family Office

Consultants:

Sam Austin, NEPC
Ben Bronson, Aksia
Irina Ludkovski, Albourne
David Zee, Callan

04:45 PM - 05:30 PM

Art & Science of Investment Decisions

Introductory Remarks: Tom Clarkson, Strattam Capital
Moderator: Loc Vukhac, Pretium

Cindy Chen Delano, Invictus Global Management
Mark Steed, AZ PSPRS
Marvin Tong, Sempra Energy

Ming Yan, Cambridge Associates

06:00 PM - 08:00 PM

Invite-Only VIP Dinner
LPs & Sponsors

@ Laguna Brick

07:00 PM - 10:00 PM

Welcome and Introductions

All Guests Welcome / Dessert Reception @ Vue Lawn
Opening Remarks: Tingting Peng, Moove

Featuring Art by Artists: Kamila Kowalke & Reggie Tucker

DJ Set by: Mack Fuller

Day 2:

Thursday

July 7th, 2022

07:00 AM - 08:30 AM

Registration

09:00 AM - 09:15 AM

Opening Remarks

Chair: Yinh Hinh, Eagle Capital Management

09:15 AM - 10:00 AM

Insights from Industry's Leading CEOs

Introductory Remarks: Sapna Vir, New Holland
Moderator: Quyen Tran, Redesign Health

Marcie Frost, CalPERS

Michael Hitchcock, SCRSIC
Don Mullen, Pretium

10:00 AM - 10:45 AM

E & F Panel

Introduction: Jay Bhatt, Balbec Capital LP

Moderator: Wendy Walker, Cambridge Associates
David Chiang, Pritzker Family Foundation

Sean Olesen, Cornell University
Edgar Smith, USC

10:45 AM - 11:30 AM

CIO Panel

Introductory Remark: Amanda Wilson, Principal Group
Moderator: Pranjul Srivastava, Edelwiess

Matt Freedman, LSERS

Rodney June, LACERS
Andrew Junkin, State of Rhode Island

11:30 AM - 01:00 PM

Lunch

01:15 PM - 02:00 PM

The Role of Family Office in Institutional Investment

Introductory Remarks: Sasha Bernier, Family Office
Moderator: Jason Lin, Super Capital Group

Elise Liberto, Brown Advisory
Robert Roman, HartBeat Ventures

02:00 PM - 02:45 PM

Strategies for Emerging Managers

Introductory Remarks: Tina Pham, Wilshire

Moderator: Susan Soh, GrowthCurve Capital

Devon Drew, Diligence Consulting Group

Robert Holley, Baltimore Fire & Police
Jarvis Hollingsworth, Irradiant Partners, LP
Mike Silva, CalPERS

03:00 PM - 03:45 PM

Breakout Sessions

Room 1:

Hedge Funds/Liquid Alts
Moderator: Brian Yegidis, MUFG

Clark Cheng, Merrimac

Ravi Chopra, Azora Capital

Scott Radke, New Holland

Room 2:

Private Credit
Introductory Remarks: Sid Makkar, ArrowMark Partners
Moderator: Jason Howard, GCM

Derek Drummond, SWIB

Saul Ioffe, State of Rhode Island
Fred Wang, Hudson Cove

Gabriel de Alba, GDA Luma

Room 3:

Venture Capital
Introductory Remarks: Jay Eum, GFT Ventures
Moderator: Jean Lu, Cambridge Associates

Parker Hayden, Redesign Health
Andrew Karsh, Bay Bridge Ventures

Heidi Piper, Northgate Capital
Reggie Tucker, Manhattan West

03:45 PM - 04:30 PM

Roundtables

Rapid Fireside Chat

Interviewer: Adriana Ballard, Nasdaq

Tracy Harris, DC Retirement Board

Hosts:

Consultants:
Cian Desmond, Wilshire

Tathata (Ta) Lohachitkul, Albourne
Angela Matheny, Crewcial Partners
Lauren Mathias, Callan

Trustees:
Ryan Bailey, Investment Office Resources

04:45 PM - 05:30 PM

CIO Panel

Introductory Panel: Melissa Toma Ryan, Virgo Investment Group
Moderator: Jeff Alt, Brandywine
Parth Bhatt, San Bernardino County
Peggy Gartin, The Auto Club Group
Jonathan Grabel, LACERA
Chris Wolfe, First Republic

PLATINUM

GOLD

SILVER

BRONZE

SUPPORTERS

EXCLUSIVE ROUNDTABLE HOST SESSION SPONSOR

EXCLUSIVE AUDIT, TAX, & ADVISORY SERVICES SPONSOR

EXCLUSIVE MEDIA INTERVIEWS

^{_{*No Press Allowed in Sessions}}

INDUSTRY PARTNERS

WELCOME RECEPTION SPONSOR

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