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 to book your room before Monday, May 15th. Space is limited. For any questions, please reach out to


Venue Location

8301 Hollister Ave, Santa Barbara, CA 93117

The Ritz-Carlton Bacara, Santa Barbara





Learn More About

Sponsorship Opportunities



    Patricia Grad

    Partner, Investor Relations

    Arsenal Capital

    Vania Schlogel

    Managing Partner

    Atwater Capital

    William Huston

    Chief Investment Officer & Founder

    Bay Street Capital

    Daniel E. Walker

    Board Member

    California Endowment

    Lisa Middleton

    Palm Springs Council Member & Board Member


    Carlos Salas


    Change Home Mortgage

    Neeraj Rama

    Chief Investment Officer | Strategic Partnerships & Innovation

    Comprehensive Blood & Cancer Center

    Dan Dooley

    Managing Director, Investments

    Costal Ridge

    Nicholas Pardini

    Founder & Chief Macro Strategist

    Davos Investment Group

    Davis Peacock

    Portfolio Manager, Private Equity

    ERS of Texas

    Michael New

    Principal of Capital Formation

    Fifth Wall

    Bronwyn Bailey

    Managing Director

    First Republic Bank

    Cody Myers

    Managing Partner

    Green Rock Energy Partners

    Jason Copeland

    Head of Alternative Investments

    Highland Associates

    Haley Schaffer

    Director, Investment Strategy Group


    Hasan Askari

    Managing Partner

    K1 Investment Management LLC

    Gina Sanchez

    Trustee, Investment Committee, Chair of Diversity Council


    Dominique Langerman

    Vice President, Wealth Advisor

    Lido Advisors

    Eric Smith

    Chief Executive Officer

    Locust Point Capital

    Breanna Stein Genecov

    Director, Portfolio Solutions and OCIO

    Makena Capital

    Joshua Liebow

    Director of Junior Credit

    Manulife Investment Management

    Sarah Bernstein

    Managing Principal and Head of Sustainability

    Meketa Investment Group

    Amy Ridge

    Partner & Alternatives Leader, US & Canada


    Sam Diedrich

    Head of Absolute Return & Credit

    Partners Capital

    Sud Murugesu

    Partner, Head of West Coast

    Partners Capital

    Blake Modersitzki

    Managing Partner

    Pelion Venture Partners

    Jim Derow

    Managing Director, Portfolio Manager

    Prospect Capital

    Tom Hester

    Managing Director

    StepStone Group

    Stephen Biggs

    Managing Director, Head of Alternative Investments

    The Mather Group

    Udayan Mitra

    Chief Investment Officer

    Trajan Wealth

    Attila Hornok

    Head of Private Markets Risk Management

    United Nations Joint Staff Pension Fund

    Terri Spath

    Founder, Chief Investment Officer

    Zuma Wealth


    Contact Us


    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016