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Unlocking Opportunities: Why Attend ALTSLA 2025?
Key Insights Await You
Discover cutting-edge trends, strategies, and insights at ALTSLA 2024. Our expert speakers delve into the most pressing issues in alternative investments, ensuring you stay ahead of the curve.
Connect With Industry Leaders
Network with prominent figures and like-minded professionals in the alternative investment sphere. ALTSLA provides a unique platform for fostering relationships that can shape your career and business trajectory.
Actionable Knowledge for Growth
Acquire practical knowledge and actionable takeaways that you can implement immediately. ALTSLA is not just about information; it's about empowering you with the tools you need to drive your business forward.
Join us at ALTSLA 2025 and elevate your understanding of alternative investments while connecting with industry leaders for unparalleled growth opportunities!
Legacy of Excellence: ALTSLA's Remarkable Journey
Embark on a journey through the illustrious ten-year history of ALTSLA, where conferences consistently sell out in advance, and participants rave about their experiences. As we chart a course for 2025, expect an event that surpasses all expectations, delivering more content, more speakers, and more opportunities for meaningful engagement within the alternative investment community.
Crafted for Your Success: ALTSLA 2025 Unveiled
Presented by CFA Society Los Angeles, CAIA, and the California Alternative Investment Association–CalALTS, ALTSLA stands as the annual meeting point and educational hub for those craving the latest in alternative investment news and developments. A gathering of minds from across the country, ALTSLA is meticulously designed to fulfill one critical purpose: equipping YOU with the indispensable knowledge needed to propel your business forward.
POWERHOUSE PERSPECTIVES: MEET OUR KEYNOTE SPEAKERS
Dan Quayle, Chairman, Cerberus Global Investment, and 44th Vice President of United States
Vice President Quayle is Chairman of Cerberus Global Investments and a member of the Firm’s senior leadership team. Prior to joining Cerberus in 1999, he served as the 44th Vice President of the United States of America to President George H. W. Bush from 1989 through 1993. In 1976, Vice President Quayle was elected to the U.S. House of Representatives and re-elected in 1978. In 1980, he was elected to the U.S. Senate and was the youngest Senator from Indiana. He was re-elected to the U.S. Senate in 1986. Following his vice presidency, Vice President Quayle authored three books, including Standing Firm: A Vice-Presidential Memoir, which was on The New York Times’ Best Seller List. He was a distinguished visiting professor at Arizona State University’s Thunderbird School of Global Management for two years. He was also active for many years on the lecture circuit in the United States and internationally.
Fiona Ma, CPA, California’s 34th State Treasurer
Fiona Ma was first elected on November 6, 2018, with more votes (7,825,587) than any other candidate for treasurer in the state's history and reelected on November 8, 2022. She is the first woman of color and the first woman Certified Public Accountant (CPA) elected to the position. The State Treasurer’s Office was created in the California Constitution in 1849. It provides financing for schools, roads, housing, recycling and waste management, hospitals, public facilities, and other crucial infrastructure projects that better the lives of residents. California is poised to become the world’s fourth-largest economy and Treasurer Ma is the state’s primary banker. Presently, her office processes more than $3 trillion in banking transactions. She provides transparency and oversight for the government’s investment portfolio and accounts, as well as for the state’s surplus funds. Treasurer Ma oversees an investment portfolio that currently averages over $200 billion—a significant portion of which is beneficially owned by more than 2,200 local governments in California. She serves as agent of sale for all State bonds and is trustee of billions of dollars of state indebtedness.
Chip Kaye, Chairman, Warburg Pincus
Chip Kaye is Chairman of Warburg Pincus and a member of the firm’s Executive Management Group. Chip started his career at Warburg Pincus in 1986 and served as Chief Executive Officer for over two decades. Chip led Warburg Pincus’ entry into Asia in 1994, building one of the first global private equity firms to enter the region. He has continued the firm’s long-standing reputation as a growth investor, establishing Warburg Pincus as a strong partner for management teams at all stages of development across industries and geographies. Chip is Vice Chairman of the Board of Trustees of New York-Presbyterian Hospital. He is also on the Board of the Council on Foreign Relations and is a member of the Private Equity Taskforce of the Sustainable Markets Initiative. He is a graduate of The University of Texas at Austin.
Katie Koch, President and Chief Executive Officer, The TCW Group
Ms. Koch is President and Chief Executive Officer of TCW and serves as a member of the Board of Directors. In this role, she is responsible for the strategic direction and overall day-to-day management of the Firm. Prior to joining TCW in 2023, Ms. Koch spent 20 years with Goldman Sachs in the Asset Management Division (AMD), where she was a Partner and most recently served as Chief Investment Officer of the $300 billion Public Equity business and as a member of the AMD executive committee. Previously, she was based in London for 10 years where she held several leadership roles including Head of the Multi-Asset Solutions business internationally. Ms. Koch currently serves as a board member for Nasdaq Inc., the University of Notre Dame’s Board of Trustees, The Investment Fund for Foundations (TIFF), The Investment Company Institute (ICI), the Toigo Foundation and The Spence School.
Jenny Johnson, President and Chief Executive Officer, Franklin Templeton
In a career spanning over 35 years, Jenny Johnson has been a key driver of the company's transformation to what is now one of the largest global investment managers with $1.6 trillion in assets under management. Ms. Johnson held leadership roles in all major divisions of the business-including investment management, distribution, technology, operations and wealth management-before becoming CEO in February 2020. She has led the evolution of the business in recent years, further diversifying the company's investment capabilities and solutions for clients through key strategic acquisitions and investments. Ms. Johnson has received many recognitions, including being named to Forbes' "World's 100 Most Powerful Women" list in 2023 and 2022, as well as its "50 Over 50" list in 2022. She has been named to Barron's list of the "100 Most Influential Women in US Finance" for five consecutive years, most recently in 2024. The Committee for Economic Development, the public policy center of The Conference Board, honored Ms. Johnson with a 2024 Distinguished Leadership Award.
Robert O’Leary, Co-Chief Executive Officer and Portfolio Manager, Oaktree Capital Management
Mr. O’Leary is primarily focused on overseeing the organization and performance of Oaktree’s investment teams. He is also portfolio manager for the firm’s Global Opportunities strategy, leading the group’s investment activities in North America. In this capacity, he contributes to the analysis, portfolio construction and management of both the Global Opportunities and Value Opportunities strategies. Prior to joining Oaktree in 2002, he worked at McKinsey & Company, where he was a consultant, and Orion Partners, a private equity firm, where he focused on investments in private companies. Mr. O’Leary graduated magna cum laude from Pomona College with a B.A. degree in economics, and he received his M.B.A. from Harvard Business School.
Mark Attanasio, Co-Founder & Managing Partner, Crescent Capital Group. Chairman & Principal Owner, Milwaukee Brewers Baseball Club. Board Member, Norwich City Football Club
Since co-founding Crescent Capital over 30 years ago, Mark has helped guide the firm to $42 billion of investments and over 200 professionals. Prior to Crescent, he worked at Drexel Burnham Lambert and Debevoise & Plimpton. Board memberships include ChampionLA, Heal the Bay, the LA2028 Olympic Committee, LACMA and Harvard-Westlake School. Mark is a founding investor and board member of TORL BioTherapeutics and 1200 Pharma—oncology drug development companies incubated at UCLA and CalTech. Mark has been the Principal Owner and Chairman of the Milwaukee Brewers since 2005, and serves on MLB’s Economic Reform, Labor Policy, and Revenue Sharing Committees and is Chairman of the Investment Committee and Relocation Committee. He recently became a co-majority investor and Board Member of the Norwich City Canaries in the English Football League Championship Division. Mark is also a member of the Strategic Sports Group investors who have recently invested in the PGA tour.
Scott Chan, CFA, Chief Investment Officer, CalSTRS
Scott Chan has been the chief investment officer of CalSTRS since July 2024. Joining CalSTRS in August 2018 as deputy chief investment officer, he leads an investment staff of more than 200 and oversees a portfolio valued at $351.5 billion as of September 30, 2024. Chan has extensive experience as a financial executive overseeing a wide range of investment strategies, at large-scale plans, across all assets and geographies. Prior to joining CalSTRS, Chan was senior managing director of the University of California Regents (UC) where he oversaw the $55 billion global equities portfolio across the university’s pension fund, endowment and working capital pools. While at the UC, he sat on the investment committees of the Los Alamos and Livermore National Laboratories defined benefit and defined contribution pension plans. Chan also served as chief investment officer for the Sacramento County Employees’ Retirement System.
Leslie A. Brun, Founder, Chairman and Chief Executive Officer, Ariel Alternatives
Les Brun chairs the investment committee. He is also a board director for platform company, My Code—a leading multicultural media and marketing services firm. Les has over 42 years of investment banking, commercial banking and financial advisory experience, including as founder, CEO and chairman emeritus of Hamilton Lane, a leading global private markets investment management firm. In addition to his role at Ariel Alternatives, Les is chairman and chief executive officer of Sarr Group, LLC, a diversified holding company for his personal investments. He is currently lead director of Broadridge Financial Solutions, Inc., serves on the board of directors of Corning, Inc. and the advisory board of Guardian Capital Partners GP, LP. He is also a senior advisor to G100 and World 50, a private platform of peer-to-peer communities for senior executives and directors from some of the world’s largest companies.
Mark Anson, CFA, CAIA, Chief Executive Officer, Chief Investment Officer, Commonfund
Mark Anson is the Chief Executive Officer and Chief Investment Officer of the Commonfund and Chair of the Boards of CF Private Equity and Commonfund OCIO. Previously, he was the President and Chief Investment Officer for the Bass Family Office of Ft. Worth, Texas which was recognized as Family Office of the Year for 2014 & 2015. He was the President and Global Head of Investment Management at Nuveen Investments, a full-service asset management company with over $900 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for the British Telecom Pension Scheme (BTPS), the largest institutional investor in the UK with assets of £55 billion. In addition, Mark was the CEO of Hermes Pensions Management in London, a £60 billion asset management company that is wholly owned by the BTPS. Prior to joining BTPS, he served as the Chief Investment Officer of the California Public Employees' Retirement System, the largest institutional investor in the United States with over $400 billion in assets.
Cathie Wood, Chief Executive Officer, Chief Investment Officer, ARK Invest
With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.
Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies.
Jonathan Grabel, Chief Investment Officer, LACERA
Mr. Grabel manages the multibillion-dollar defined benefit pension fund on behalf of LACERA's active and retired members. He also oversees the investments for the LACERA-administered healthcare benefits program. Prior to LACERA, Mr. Grabel was the CIO for New Mexico PERA, where he oversaw the investments for the agency’s $15 billion defined benefit fund and the associated PERA SmartSave deferred compensation plan. Previously, he was a general partner at a private equity firm focused on growth-stage investments in technology, networking industries, and digital communications.
Molly Murphy, CFA, Chief Investment Officer, OCERS
Molly Murphy has more than 30 years of investment experience and currently oversees the investment portfolios as Chief Investment Officer of the $23 billion Orange County Employees Retirement System. In 2023, Ms. Murphy was named to the Forbes 50 Over 50 List, honoring women leaders, creators, and difference makers in innovation, impact, investment, and lifestyle. Ms. Murphy contributes her time as a member of the IEEE Investment Committee and has served regularly as a Board member or Investment Committee member for various non-profit organizations. Under her direction, OCERS was awarded the 2018 Public Pension Plan of the Year in the Small Plan category.
Debby Cherney, CPA, Chief Executive Officer, SBCERA
Debby Cherney oversees day-to-day administrative operations in accordance with the policies established by the SBCERA Board of Retirement (Board). She advises and assists the Board in long range planning and development; ensuring SBCERA is providing the best service to our Members and secure retirements today and well into the future. Prior to joining SBCERA in August 2018, Debby served as the Deputy General Manager at the Eastern Municipal Water District (EMWD). During her time at EMWD, she was actively engaged on California water issues regarding infrastructure, ratepayer affordability and addressing the issue of failing water systems throughout the state. Prior to EMWD, Debby was the Executive Director of Finance and Administrative Services at Irvine Ranch Water District in Irvine, California and spent the first 15 years of her career in management consulting, working with public agencies and private companies.
Dan Bienvenue, CFA, CAIA, Deputy Chief Investment Officer, Capital Markets and Operations, CalPERS
Dan serves as deputy chief investment officer, capital markets and operations, a position he has held since April 2020. Dan is responsible for public markets investments in Global Public Equity, Global Fixed Income, and the Affiliate Investment Program. In addition, Dan oversees all the operations functions in the Investment Office, including public and private markets operations, investment services, data, technology and performance, investment compliance, and operational due diligence. He joined CalPERS in September 2004, and during his tenure Dan has held several leadership roles with the Investment Office, including interim CIO, concurrent roles as the interim chief operating investment officer and deputy chief investment officer, total portfolio, as well as managing investment director of Global Equity.
MEET OUR SPEAKERS
Razmig Der-Tavitan
CFA, CAIA, Managing Partner, Chief Investment Officer, SLK Private Wealth Management
Ju Hui Lee
CFA, CAIA, Head of Investment Risk and Performance, United Nations Joint Staff Pension Fund (UNJSPF)
Darren Chappell
CFA, CAIA, Chief Operating Officer and Senior Vice President of Investments, Provenio Capital
Carl Ludwigson
CFA, Managing Director and Chair of the Investment Committee, Bel Air Investment Advisors
Amit Thanki
CAIA, Senior Investment Officer, San Bernardino County Employees’ Retirement Association (SBCERA)
Jake Abbott
CFA, Senior Investment Officer, San Bernardino County Employees’ Retirement Association (SBCERA)
Jane Buchan
Chief Executive Officer, Martlet Asset Management, Chair of the Investment Committee, Arnold and Mabel Beckman Foundation
Ross Alexander
CAIA, Senior Portfolio Manager – Income Strategies, Alaska Permanent Fund Corporation
Michael Ashley Schulman, CFA
Partner & Chief Investment Officer Running Point Capital Advisors, A Multifamily Office
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Sneak Peek into ALTSLA 2025: Event Highlights
🎙️ Engaging Panel Discussions
Immerse yourself in enlightening conversations led by industry experts, providing diverse perspectives on the latest trends and challenges in alternative investments.
🔍 Specialized Workshops & Breakout Sessions
Delve deep into focused topics, gaining actionable insights and practical knowledge to navigate the intricacies of alternative investment strategies.
🤝 Networking Opportunities
Connect with peers, industry leaders, and potential collaborators. ALTSLA provides fertile ground for building meaningful relationships within the alternative investment community.
🚀 Innovation Showcase
Explore cutting-edge solutions and innovations shaping the future of alternative investments. Interact with industry disruptors and stay ahead of the curve.
Discover the Agenda: ALTSLA 2025 Sessions and Speakers
Uncover the wealth of knowledge awaiting you at ALTSLA 2025. Request the detailed agenda to explore our lineup of sessions, speakers, and interactive workshops. Craft a personalized schedule that aligns with your interests and ensures a fulfilling conference experience.
Where Innovation Meets Location: Venue Details
ALTSLA 2025 is set in a prime location, offering a conducive atmosphere for networking and learning. Discover more about the venue, accommodations, and local attractions. Make the most of your conference experience with the perfect setting to foster connections and drive your business forward.
Room Block Cut Off Date: February 21, 2025.
Click Here to Book Your Hotel Stay With Our Special Room Block Pricing!
Dress Code: Business Casual
Connect With Us
Inquiries and Assistance
🤝 We're Here to Help
Have questions about ALTSLA 2025? Need assistance with registration or general inquiries? Contact Paul Hamann for sponsorship-related inquiries at:
📞 Phone: +1 347-308-7792
📧 Email: [email protected]
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