AAAIM Pre-Gala: Educational Forum in NYC

AAAIM Lunar New Year Gala Committee will host an afternoon Educational Forum prior to the Lunar New Year Gala! Join our esteemed panelists as we dive into building the path as a CIO and the new mark of the Retail Channel. This event is free to registered Lunar New Year Gala attendees and qualified LPs. Additional costs apply for AAAIM members and general admission. 

1:30-2:00 Doors open/Registration

2:00-2:10 Opening: AAAIM/Barclays

2:15-2:45 Building the Path as a Chief Investment Officer

• Moderator: Susan Soh, Chief of Capital Formation and Investor Relations, GrowthCurve Capital | AAAIM Board Member
• Rex Kim, CIO, Oregon State Treasury
• May Ng, CIO, Robert Wood Johnson Foundation
• Ya Tung, CIO, Jefferies Family Office

2:50-3:10 Fireside Chat with Barclays

3:15-3:45 Wealth Management Leaders

• Moderator: Seiji Nishimura, Head of Intermediaries Distribution, Pictet Asset Management
• Joseph Curtin, Head of Portfolio Management, Bank of America Merrill Lynch
• Rashmi Gupta, Multi Asset Portfolio Manager, Managing Director, JPMorgan Private Bank
• Amar Patel, Partner, Portfolio Manager, Brown Advisory

3:50-4:10 Trailblazers and the Asian American Journey

• Moderator: Jim Park, CEO, AAAIM
• Thomas Lee, CIO, NY State Teachers Retirement System
• Yup Kim, CIO, Texas Municipal Retirement System

4:15-5:00 Closing & Networking

Thank you to our host, Barclays!