ALTSSV

ALTSSV, hosted by CFA Society San Francisco, CAIA San Francisco and the CalALTS Association, is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today.

ALTSSV is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSSV is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto and more.

KEYNOTE SPEAKERS

Nicole Musicco, Chief Investment Officer, California Public Employees’ Retirement System (CalPERS)

Nicole Musicco was named chief investment officer in February 2022. She oversees an investment office of nearly 400 employees and manages investment portfolios of roughly $500 billion, including the Public Employees’ Retirement Fund and affiliate funds. As chief investment officer, Nicole oversees total fund investment and operational strategies. She collaborates with the managing investment directors and their teams to implement asset allocation and investment strategies. She also oversees our Investment Office’s business management needs, including strategic planning, financial reporting, expense management, and talent management. Prior to joining CalPERS, Nicole was a partner at RedBird Capital Partners where she led the firm’s Canadian investment business. She also previously managed the private markets investment program at the Investment Management Corporation of Ontario (IMCO). Nicole’s experience includes 16 years with the Ontario Teachers’ Pension Plan where she led the public equity investment team and oversaw the private equity fund and co-investment program. She was responsible for opening the fund’s Asia Pacific office in Hong Kong and helped build its presence in Asia. Nicole graduated with a bachelor of science degree in Kinesiology from Western University in London, Ontario, and a bachelor of arts in Honors Business Administration and MBA from Western’s Ivey School of Business.

Robert Smith, Founder, Chairman and CEO, Vista Equity Partners

Robert F. Smith is the Founder, Chairman and CEO of Vista Equity Partners. Vista currently has over $100 billion in assets under management and oversees a portfolio of over 80 enterprise software, data, and technology-enabled companies that have more than 500 million users and employ over 95,000 people worldwide. Smith serves on the Board of Directors for the Business Roundtable, the Board of Overseers of Columbia Business School, and as a Member of the Cornell Engineering College Council, where Smith’s leadership was honored by naming the Robert Frederick Smith School of Chemical and Biomolecular Engineering. Smith is also a Founding Member of the World Economic Forum EDISON Alliance, a cross-sector initiative to accelerate digital inclusion and eliminate connectivity deserts. He is Chairman of Carnegie Hall, former Chair of the Robert F. Kennedy Center for Human Rights and a Founding Partner of the REFORM Alliance, focused on criminal justice reform. Smith is the Founding Director and President of the Fund II Foundation which is dedicated to preserving the African American experience, human rights, environmental conservation, and a broad range of initiatives. In 2017, Smith signed the Giving Pledge, the first African American to do so.

Steve Davis, Chief Investment Officer, Sacramento County Employees Retirement System

Steve Davis has served as the Chief Investment Officer at SCERS since October 2016 and is responsible for the oversight and implementation of SCERS’ investment program.

Steve has been with SCERS since 2010, and previously was a co-portfolio manager at Wedbush Morgan Securities and a senior research analyst at Concord Investment Counsel. Steve holds a Bachelor of Arts degree from the University of Arizona and a Master of Business Administration degree from the University of Southern California, and also holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

Prabhu Palani, Chief Investment Officer, City of San Jose Retirement System

Prabhu is a veteran of the investment industry who brings over 20 years of investment experience with global investment leaders including Barclays Global Investors, Franklin Templeton Investments, and Mellon Capital Management. He was Managing Director and Senior Investment Strategist at Mellon Capital Management where he helped build the firm's quantitative equity capabilities. Previously he was an SVP and Portfolio Manager at Franklin Templeton Investments managing structured equity portfolios. He has also held fixed income portfolio management positions at BGI and NatWest Bank. He is also a former Trustee of the Federated City Employees Retirement System where he served on the Investment Committee for 6 months. He is a member of the Board of Regents of Bellarmine College Preparatory in San Jose and a volunteer with the City of Fremont Police Department.

Yale Kofman, Deputy Chief Investment Officer, BMO Family Office

Yale Kofman is a Deputy Chief Investment Officer with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. In addition to leading select client relationships, he also manages a team of seasoned investment directors on the West Coast and Chicago who are responsible for implementing bespoke investment, tax and philanthropic strategies which help clients to enhance multi-generational asset transfer and to enable their wealth to promote their values. Yale brings to BMO Family Office almost 30 years of experience in asset allocation, alternatives, ESG investing, client relationship management and C-suite strategy.

Amy Ridge, Partner, Mercer

Ms. Ridge is a Partner in Mercer’s private equity group where she leads diverse manager research and investing, helping clients close a critical gap in their portfolios - allocating capital to minority and women private markets funds. Ms. Ridge serves as Chair of Mercer’s DEI Investment Committee, is a member of Mercer’s Private Equity Ratings Review Committee, a member of Mercer’s Private Debt Ratings Review Committee and a member of Mercer’s Sustainable Opportunities’ Investment Committee. Ms. Ridge leads and co-leads numerous client relationships, providing annual pacing, customized pipelines, portfolio plans and due diligence projects. She often presents recommendations to client’s Boards and / or Investment Committees. Ms. Ridge has 16 years of private equity experience, 13 years of which are at Mercer (including Pavilion Alternatives, which was acquired by Mercer in 2018). Ms. Ridge holds a BA in finance from the University of San Francisco. Prior to Mercer, Ms. Ridge spent almost three years at TorreyCove (now Aksia), where she was part of the private equity consulting group. Amy was the recipient of the 2022 PEI Media's Women of Influence in Private Markets award across asset class. She was also the recipient of the 2021 Chief Investment Officer’s Knowledge Brokers award naming her one of the world’s most influential investment consultants and advisers.

Managers	1,500 USD	09/06/23
Service Providers	2,500 USD	09/06/23

ALTSSV Mountain View | September 6-7, 2023

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KEYNOTE SPEAKERS

SPEAKERS

CO-HOSTS

LEAD SPONSORS

PLATINUM SPONSORS

GOLD SPONSORS

SILVER SPONSORS

BUSINESS SPONSORS

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Key Discussion Topics

PRICING

VENUE

CONTACT

Sponsorship Opportunities & Registration

Allocator Attendance

Media Partnerships

ALTSSV Mountain View | September 6-7, 2023 Request Agenda

KEYNOTE SPEAKERS

SPEAKERS

CO-HOSTS

LEAD SPONSORS

PLATINUM SPONSORS

GOLD SPONSORS

SILVER SPONSORS

BUSINESS SPONSORS

REQUEST AGENDA

Key Discussion Topics

PRICING

VENUE

CONTACT

Sponsorship Opportunities & Registration

Allocator Attendance

Media Partnerships

ALTSSV Mountain View | September 6-7, 2023

Request Agenda