California LP Summit
June 15, 2023
The June 15th California LP Summit is a one day meeting of 100+ Institutional Investors and alternatives managers from across California and its surrounding states. Attendees include Public and Private Pension Funds, University Endowments, School Endowments, various Foundations and Family Offices along with asset managers and service providers. Through panel discussions and presentations we review liquid and illiquid alternative investments including private equity, venture capital, hedge funds, real estate and more. Join leading institutional investors and fund managers for fully interactive panel discussions that go beyond 101 on the key issues of the day and take questions a level deeper during our breaks where key connections are made.
Our June 15th meeting is another unique meeting of pension plans, endowments, foundations, alternative managers and OCIOs. Scroll to learn more about speaking, sponsorship and attendance opportunities.
Our discounted room block is available for reservations. Please visit https://book.passkey.com/event/50478504/owner/13640/home to book your room before Monday, May 15th. Space is limited. For any questions, please reach out to keely.fickau@portfoliosummits.com
Venue
Venue Location
8301 Hollister Ave, Santa Barbara, CA 93117
The Ritz-Carlton Bacara, Santa Barbara
Pricing
Tickets
Sponsors
PRESENTING PARTNERS
Learn More About
Sponsorship Opportunities
SPEAKERS
SPEAKERS

Patricia Grad
Partner, Investor RelationsArsenal Capital

Vania Schlogel
Managing PartnerAtwater Capital

William Huston
Chief Investment Officer & FounderBay Street Capital

Daniel E. Walker
Board MemberCalifornia Endowment

Lisa Middleton
Palm Springs Council Member & Board MemberCalPERS

Carlos Salas
PresidentChange Home Mortgage

Neeraj Rama
Chief Investment Officer | Strategic Partnerships & InnovationComprehensive Blood & Cancer Center

Dan Dooley
Managing Director, InvestmentsCostal Ridge

Nicholas Pardini
Founder & Chief Macro StrategistDavos Investment Group

Davis Peacock
Portfolio Manager, Private EquityERS of Texas

Michael New
Principal of Capital FormationFifth Wall

Bronwyn Bailey
Managing DirectorFirst Republic Bank

Cody Myers
Managing PartnerGreen Rock Energy Partners

Jason Copeland
Head of Alternative InvestmentsHighland Associates

Haley Schaffer
Director, Investment Strategy GroupIconIQ

Hasan Askari
Managing PartnerK1 Investment Management LLC

Gina Sanchez
Trustee, Investment Committee, Chair of Diversity CouncilLACERA

Dominique Langerman
Vice President, Wealth AdvisorLido Advisors

Eric Smith
Chief Executive OfficerLocust Point Capital

Breanna Stein Genecov
Director, Portfolio Solutions and OCIOMakena Capital

Joshua Liebow
Director of Junior CreditManulife Investment Management

Sarah Bernstein
Managing Principal and Head of SustainabilityMeketa Investment Group

Amy Ridge
Partner & Alternatives Leader, US & CanadaMercer

Sam Diedrich
Head of Absolute Return & CreditPartners Capital

Sud Murugesu
Partner, Head of West CoastPartners Capital

Blake Modersitzki
Managing PartnerPelion Venture Partners

Jim Derow
Managing Director, Portfolio ManagerProspect Capital

Tom Hester
Managing DirectorStepStone Group

Stephen Biggs
Managing Director, Head of Alternative InvestmentsThe Mather Group

Udayan Mitra
Chief Investment OfficerTrajan Wealth

Attila Hornok
Head of Private Markets Risk ManagementUnited Nations Joint Staff Pension Fund

Terri Spath
Founder, Chief Investment OfficerZuma Wealth