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!