Amplifying-Alternatives-Forum / Event Schedule

October 1-2, 2025 | Los Angeles, CA

Conference Location: UCLA Luskin Conference Center

Agenda

Wednesday, October 1, 2025

Day 1

9:00AM – 3:00PM

Registration

11:30am – 1:45pm

“HERstory Amplified: Celebrating the Women Shaping Alternatives”

Step into a space where stories take center stage and women’s voices rise above the noise. This dynamic session goes beyond titles and transactions — spotlighting the lived experiences, bold ideas, and authentic journeys that are shaping the industry’s future.

Speaker: Angela Basset, Academy Award Winning Actor | Director (Invited)

2:00pm – 3:30pm

NAIC Board and Members Meeting

2:00pm – 5:20pm

LP Meetup 1:1 Meetings

(2:00-2:20, 2:30-2:50, 3:00-3:20, 3:30-3:50, 4:00-4:20, 4:30-4:50, 5:00-5:20)

6:30pm – 10:00pm

NAIC Welcome Reception

Start your Forum experience in high gear at LA’s iconic Petersen Automotive Museum. Surrounded by innovation, history, and horsepower, this reception brings together LPs, top-performing diverse managers, and global service providers for an evening of high-energy networking and intentional connection.

Location: Petersen Automotive Museum, 6060 Wilshire Blvd, LA 90036

Thursday, October 2, 2025

Day 2

7:30am – 2:00pm

Registration

7:30am – 8:30am

Continental Breakfast

8:00 – 8:25am

Conference Welcome and Opening Remarks

Speaker: Robert L. Greene, President & CEO, NAIC

8:25 – 9:00am

Examining the Returns:
CIOs on the Performance of Diverse Managers and Their Value

Session Description: Join a distinguished panel of Chief Investment Officers and industry experts as they delve into the compelling performance metrics of diverseowned private equity firms. Drawing from NAIC’s latest Performance Report, which reveals that diverse managers continue to outperform industry benchmarks. Panelists will share firsthand experiences and actionable insights on how investing in diverse managers has enhanced portfolio performance, driven innovation, and uncovered unique market opportunities. Attendees will be equipped with datadriven arguments and effective strategies to position their performance as a value-add for investors.

Moderator: Robert L. Greene, President & CEO, NAIC

Speakers:
Meredith Jones, ESG Consultant, EY
Kenyatta Matheny, CIO, Equitrust
Angela Miller May, CIO, Illinois Municipal Retirement Fund

9:00 – 9:10am

Stretch Break & Sponsor Briefing

9:10 – 9:45am

The Road Ahead:
Factors Driving Success in PE, VC & Real Estate, and Private Credit

Session Description: Across Private Equity, Venture Capital, Real Estate, and Private Credit, the forces shaping investment strategy are growing more complex— and more interconnected. This session brings together leading voices across asset classes to unpack the most important trends and inflection points defining today’s market. From macroeconomic shifts and evolving LP expectations to innovation in deal structures and sector-specific headwinds, panelists will explore what’s impacting each space and how managers are adapting. Attendees will leave with a clearer view of the road ahead—and the strategic moves setting managers apart in 2025 and beyond.

Moderator: Carmen Ortiz-McGhee, COO, NAIC

Speakers:
Anton Orlich, Managing Investment Director, Private Markets, CalPERS
Kenneth Saffold, Managing Partner, O15 Capital Partners
Robin Zeigler, Chief Executive Officer, MURAL Real Estate
Mehdi Khodadad, Global Co-Leader, M&A and Private Equity Practice, Sidley Austin (Invited)

9:45 – 10:00am

Break & Sponsor Briefing

10:00-10:35am

LP Perspectives: What’s Working and Why

Session Description: Gain firsthand insights from some of the most thoughtful and active LPs in the market as they share what’s resonating—and why—in today’s evolving landscape. With representation across public pensions, family offices, and institutional asset management, this panel offers a nuanced view into how allocation decisions are being made in real time. From shifting risk appetite to structural innovations and manager engagement, panelists will explore the trends, strategies, and signals they’re paying attention to—and how those insights are influencing their portfolios.

Moderator: Daphne Dufrense, Managing Partner, Awani Capital Management

Speakers:
Bryan Fujita, CIO, Los Angeles Fire and Police Pensions
Helena Hasselmann, Managing Director, Stardust Equity
Kirk Sims, Managing Director, Teachers Retirement System of Texas

10:35am –11:10am

The Unpanel: An Audience-Driven Conversation

Session Description: Forget everything you know about traditional panels. The Unpanel flips the script, putting the audience in the driver’s seat. Guided by an engaging host, this session will feature three expert moderators who are ready to tackle the topics that matter most—to you. No pre-set talking points, no rigid structure—just real, relevant insights shaped by your questions. Come ready to participate, challenge ideas, and walk away with exactly what you need

Host:
Jason Howard, Founder & Managing Partner, New Catalyst

Moderators:
Mina Pacheco Nazemi, Head of Barings Diversified Alternative Equity, Barings
Robert Raben, President & Founder, Raben
Marquette Chester, Senior Managing Director, Xponance (Invited)

11:10 – 11:30am

Break & Sponsor Briefing

11:30– 12:00pm

Strategic Innovation:
Creative Themes and Smart Structures Shaping the Future

Session Description: Strategic innovation in today’s market takes many forms— from investing in culturally relevant themes like music, sports, and entertainment, to deploying structural tools like continuation funds, co-investments, and secondaries. In this forward-looking panel, we’ll explore how GPs are using both creative themes and smart structures to differentiate their strategies, engage LPs, and build longterm value. Panelists will unpack how these approaches are evolving, where the real opportunities lie, and what it takes to execute them effectively in a competitive landscape.

Moderator:
Amy Wollensack, Partner, Private Equity, Akin Gump

Speakers:
Kamal Maruf, Private Equity Investor, BlackRock
Sherrese Clark Soares, Founder & CEO, HarbourView Equity Partners
K. Don Cornwell, Co-Founder & CEO, Dynasty Equity (Invited)

12:00– 12:05pm

Thank you & Closing

12:05 – 12:20pm

Break

12:20 – 2:15pm

Leadership Excellence Awards Luncheon

12:20 – 12:30pm

Luncheon Welcome

12:30 – 1:00pm

Plated Lunch Service

1:00 – 1:30 pm

Luncheon Fireside

Featured Speaker:
José E. Feliciano, Co-Founder & Managing Partner, Clearlake Capital Group

1:30 –2:05pm

Awards Program

2:05 – 2:15pm

Closing Remarks

2:15 –2:45pm

Transition

2:45 –3:45pm

Amplified Connections Hour

Open Networking

2:45 – 5:10pm

LP Meetup 1:1 Meetings

(2:45-3:05, 3:10-3:30, 3:35-3:55, 4:00-4:20, 4:25-4:45, 4:50-5:10)

Agenda