June 4, 2026
8:00 AM to 6:00 PM
Balboa Bay Resort
Topics
Alternatives, Private Markets, Venture Capital, Real Assets/Real Estate, Portfolio Construction, Asset Allocation, Risk Management, and more!
About This Event
Portfolio Summits LP content is built by and for LPs and includes dedicated discussions on liquid and illiquid alternatives. Attendees include investment teams from Pension Funds, Endowments & Foundations, OCIOs/Investment Consultants, Healthcare Systems, Insurance Companies, Family Offices, Wealth Managers and other allocators.
Sponsorship opportunities are available for Asset Managers and Service Providers.
GP Registration
Total Price
$2,500
Admission to the event.
Access to all summit panels and presentations.
Admission to Happy Hour!
Meet The Speakers
Roman Brent
Chief Investment Officer
Aerie Advisory Group
Trevor Jackson
Managing Director
Aksia
Kelly Joy
Private Equity Investment Officer II
California Public Employees’ Retirement System “CalPERS”
Charlie Smith
City Treasurer
City of San Clemente
Eric Speron, CFA
Managing Director of Equities
First Foundation
Harris Ziskroit
Investment Partner & Managing Director
HRS Management
Julia Bonafede, CFA
President
Jobs Peak Advisors
Steven Kriegsman
Chairman
The Kriegsman Family Office
Daniel Becerra
Investment Officer, Private Markets
Los Angeles City Employees’ Retirement System (LACERS)
Clark Hoover, CFA
Investment Officer, Private Market Assets
Los Angeles City Employees’ Retirement System (LACERS)
Matija Fištrović, CIMA
Director of Investments
Marsh McLennan Agency
Elmer Huh
Chief Investment Officer
M.J. Murdock Charitable Trust
Adele Lopez Tagaloa
Board of Trustee
Orange County Employees Retirement System (OCERS)
Ian Toner
Chief Investment Officer
Verus
Qing Gu
Managing Director
Wilshire
Kaivon Razavi
Senior Associate, Alternatives Research
Wilshire
Darshan Honale
Investment Partner/Officer
Womack Family Office
Sam Gibson
Founder & Chief Executive Officer
Hadron Energy, Inc.