Mount Baker, located in Snoqualmie National Forest extends more than 140 miles along the US-Canada border. Native Americans called it the "White Sentinel," European explorers described it as a "sugar-loaf".
Global Leaders in Investment: The Year Ahead
in support of UNICEF
January 28, 2021
Share perspectives and predictions with leaders in investment and policy including:
Fund Managers, Endowments, Pensions, Family Offices, Sovereigns, Insurance, Foundations, Hospitals, Consultants & OCIOs to discuss:
Investments
Private Equity
Credit Opportunities
Public Markets
Allocators (LPs)
Family Offices
Digital Assets
Asia
Europe
Latin America
Sentiment & Trends
CIO Perspectives
LP Perspectives
Career and Team Development
Lessons Learned
Macro & Policy
Fundraising
Emerging Managers
UNICEF has agreed to be a beneficiary of this event.
Speakers/Moderators
Jonathan Lavine
Co-Managing Partner, Bain Capital
Boston, MA
United States
Scott Taylor
CIO, Mellon Foundation
New York, NY
United States
Brooke H. Jones
CIO, Bryn Mawr Endowment
New York, NY
United States
Diego Marrero
CIO, AFP Habitat Peru
Lima,
Peru
Nikolaos Panigirtzoglou
Managing Director, JP Morgan
London
United Kingdom
Hari Hariharan
Chairman & CEO, NWI Management
New York, NY
United States
Andrew Chen
Portfolio Manager, Lockheed Martin Investment Management Company
Washington, D.C.
United States
Oliver Gottschalg
Associate Professor, HEC Paris
Paris
France
Wei Xie
Director - Capital Markets Group, OPTrust
Toronto, ON
Canada
Alan Beebe
President, American Chamber of Commerce in China
Beijing
China
Andy Christensen
Assistant Executive Director, Minnesota State Board of Investments
Minneapolis, MN
United States
Marcos Veremis
Managing Director, Evanston Capital Management
Washington, D.C.
United States
Richard Haass
President, Council on Foreign Relations
New York, NY
United States
Kavita Nayar
Investment Manager, DUMAC
Durham, NC
United States
Faisal Al-Awadi
Founder, Arkan Partners
Kuwait City
Kuwait
Joanna Rupp
Managing Director, University of Chicago Office of Investments
Chicago, IL
United States
Joseph Healey
Senior Client Partner, Korn Ferry
New York, NY
United States
Faisal Jamil
Managing Director, Warburg Pincus
London,
United Kingdom
Sung Ko
Vice President, Carlyle Group
Hong Kong
China
Enrique Castillo
Alternatives Investment Advisor
Mexico City,
Mexico
Sérgio Aratangy
Head of Financial Division, Chilean Pension Funds Superintendence
Santiago,
Chile
David Wells
Partner, Prosek Partners
New York, NY
United States
Hosts
Les Baquiran
Founder, Alpine Capital Advisors
New York, NY
United States
Daniel Mueller
Head of Latin America, Alpine Capital Advisors
Santiago
Chile
Arturo Hanono
Senior Advisor, Alpine Capital Advisors
Mexico City
Mexico
Rahul Moodgal
Director & Partner, Parvus Asset Management
London
United Kingdom
Final Agenda
8:15 am – 8:30 am – Welcome & Introductions
Les Baquiran, Founder, Alpine Capital Advisors (New York, NY, United States)
8:30 am – 9:00 am – The Year Ahead for LP Sentiment and Fundraising in Asia, LatAm & the Middle East
Faisal Al-Awadi, Founder, Arkan Partners (Kuwait City, Kuwait)
Faisal Jamil, Managing Director, Warburg Pincus (Dubai, United Arab Emirates)
Sung Ko, Vice President, Carlyle Group (Hong Kong, China)
Daniel Mueller, Head of Latin America, Alpine Capital Advisors (Santiago, Chile)
9:00 am – 9:30 am – The Year Ahead for US / China Business, Trade and Investment Relations
Alan Beebe, President, American Chamber of Commerce in China (Beijing, China)
9:30 am – 10:00 am – The Year Ahead for LP CIOs
Brooke Jones, CIO, Bryn Mawr Endowment (New York, NY, United States)
Scott Taylor, CIO, Mellon Foundation (New York, NY, United States)
10:00 am – 10:30 am – The Year Ahead for Geopolitics
Richard Haass, President, Council on Foreign Relations (New York, NY, United States)
Hari Hariharan, Chairman & CEO, NWI Management (New York, NY, United States)
10:30 am – 11:00 am – The Year Ahead for Global Investing
Jonathan Lavine, Co-Managing Partner, Bain Capital (Boston, MA, United States)
11:00 am – 11:30 am – The Year Ahead for the Institutionalization of Digital Assets
Andrew Chen, Portfolio Manager, Lockheed Martin Investment Management (Washington, D.C., United States)
Nikolaos Panigirtzoglou, Managing Director – Global Market Strategy, JP Morgan (London, United Kingdom)
Marcos Veremis, Managing Director, Evanston Capital Management (Washington, D.C., United States)
Wei Xie, Director – Capital Markets Group, OPTrust (Toronto, Canada)
11:30 am – 12:00 pm – The Year Ahead for Private Markets
Andy Christensen, Assistant Executive Director, Minnesota State Board of Investment (Minneapolis, MN, United States)
Oliver Gottschalg, Associate Professor, HEC Paris (Paris, France)
Kavita Nayar, Investment Manager, DUMAC (Durham, NC, United States)
Joanna Rupp, Managing Director, University of Chicago Office of Investments (Chicago, IL, United States)
12:00 pm – 12:30 pm – The Year Ahead for LatAm LPs
Diego Marrero, CIO, AFP Habitat Peru (Lima, Peru)
Enrique Castillo, Alternatives Investment Advisor (Mexico City, Mexico)
Sérgio Aratangy, Head of Financial Division, Chilean Pension Funds Superintendence (Santiago, Chile)
Daniel Mueller, Head of Latin America, Alpine Capital Advisors (Santiago, Chile)
12:30 pm – 1:00 pm – The Year Ahead for Career Development
Joseph Healey, Senior Client Partner, Korn Ferry (New York, NY, United States)
Rahul Moodgal, Director & Partner, Parvus Asset Management (London, United Kingdom)
Les Baquiran, Founder, Alpine Capital Advisors (New York, NY, United States)
1:00 pm – 1:30 pm – The Year Ahead for Public Speaking, Communication and Brand Building
David Wells, Partner, Prosek Partners (New York, NY, United States)
Rahul Moodgal, Director & Partner, Parvus Asset Management (London, United Kingdom)
Les Baquiran, Founder, Alpine Capital Advisors (New York, NY, United States)
1:30 pm – 2:30 pm – Networking
Participants will be able to break out into Networking Sessions of their choice in real-time
Note on Registration
LPs participate at no cost. Non-LPs and IR/BD staff of LPs have to pay a minimum donation of $500/person to UNICEF. Once proof of donation is verified, you will be admitted into the event. Admittance to the event is at the host's full discretion. All charity verification and questions email: events@alpineca.com
Non-LP Registration:
1. Register for the event by signing up for the Zoom conference
2. The “Early Bird” donation has expired. Please donate a minimum USD $500/person to your respective UNICEF chapter with the note 'on behalf of Global Leaders in Investment'
3. Send donation receipt to events@alpineca.com
We look forward to posting all donating companies and amount raised!
A Note on Materials: All approved participants will get an information packet and welcome email prior to the event.
A Note on Networking: We've built in networking sessions to organically meet with people, share ideas and enter like-minded breakout rooms, but this is not a cap intro event.
Security & Privacy
Your security is important to us. As such: you cannot dial-in to this meeting, you must enter through the Zoom app or link, and please try to use video. We want to protect the cybersecurity and identity of all participants and to prevent “Zoom-bombing”. You will not be able to join and stay in the party if you are not properly identified. We reserve the right to remove or deny access to any party for any reason at any time. Finally, we ask registered participants to not share their meeting IDs or links, these are unique for each guest. The co-hosts and speakers know 100% of the participants on the call. If we notice that you are sharing your registration, we will remove you and restrict you from accessing the event.
This event will be held under Chatham House Rule.
This event is closed to the press.
Featured Literature
The World: A Brief Introduction by Richard Haass
An invaluable primer from Richard Haass, President of the Council on Foreign Relations, that will help anyone, expert and non-expert alike, navigate a time in which many of our biggest challenges come from the world beyond our borders.
