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Attendees as of May 12, 2017
Company/System Name Full Name
AB Liz Smith
Tim Strakosch
Abbey Capital Aodhagan Hurley
Abbott Capital Charlie van Horne
John Thomas
Aberdeen Asset Mmg.t, Inc. Daniel Porter
Eric Smyth
Abraham, Fruchter & Twersky, LLP Atara Hirsch
Acadian Asset Mgmt., LLC Jack Gastler
Andrew Miller
Aether Investment Partners David Rhoades
AGF Investment, Inc. Brian Reed
Aksia Samantha Levenstein
Matthew Mullarkey
Alameda County Dale Amaral
Sandra Duenas-Cuevas
Kathy Foster
Tarrell Gamble
Jessica Huffman
Harsh Jadhav
Vijay Jagar
Liz Koppenhaver
Greg Lawson
Dave Nelsen
Nancy Reilly
Elizabeth Rogers
Lori Schnall
Betty Tse
Darryl Walker
George Wood
Attendees as of May 12, 2017
County/Company Full Name
Alcentra Scott Hamilton
Algert Global Scott Draper
Michael Wolpert
Allianz Global Investors Joel Damon
Amanda Montgomery
Jeff Sheran
American Century Investments Marek Michejda
American Realty Advisors Jay Butterfield
Teri Noble
Andco Consulting Greg Weaver
Angelo, Gordon & Co. Colleen Casey
Aon Hewitt Investment Consulting Chae Hong
Apollo Global Mgmt. Andrew Gosden
Danielle Thorsen
AQR Capital Mgmt. Joey Lee
Elizabeth Yan
Ardian Michael Bane
Erin Odisio
Ares Mgmt. Joseph Reid
ASB Real Estate Investments Frank Nigro, Jr.
Clyde Robinson
Author Gail Halverson
AXA Investment Managers Margo Ragland
Baillie Gifford International Ryan Fitzpatrick
Barings—International James Fink
Susan Marshall
Attendees as of May 12, 2017
County/Company Full Name
Barings Real Estate Advisers Patrick Kendall
Kieran Stover
Baron Capital Jennifer Lenker Nigro
Lucy Pesa
Beach Point Capital Mgmt. Mike Carter
Belpointe Marty Lacoff
Jay Ramey
Bentall Kennedy Reagan Pratt
Berman DeValerio Nicole Lavallee
Kevin Shelley
Bentall Kennedy Reagan Pratt
Berman DeValerio Nicole Lavallee
Kevin Shelley
Bernstein Litowitz Berger & Grossmann LLP Blair Nicholas
Birch Grove Capital Tamara Christian
Bivium Capital Partners Doug Palenchar
BlackRock Patricia Hunter
Samantha Taylor
Blackstone Brook Chang
Bleichmar Fonti & Auld LLP Javier Bleichmar
Erin Rump
BMO Global Asset Mgmt. Kamila Kowalke
BNP Paribas Investment Partners Jackie Carr
Patrick O’Hara
Boston Partners Carolyn Margiotti
Bradford & Marzec/Tortoise Credit Strategies Graham Allen
Ashley Casey
Company/System Name Full Name
Brandywine Global Investment Mgmt. Greg Zavoyna
Bridgewater Associates Pam Tholen
Joel Whidden
Bridgeway Capital Mgmt. Devin Benton
Brown Armstrong Accountancy Co. Ashley Casey
Andrew Paulden
BTG Pactual Timber Jim McBride
Callan Associates Inc. Anne Heaphy
JJ Milder
Mark Wood
CalSTRS Chris Ailman
Anne Sheehan
Capital Group Companies Michael Bowman
Matt Miller
Vince Ortega
Capstone Investment Advisors Jamie Forusz
Carmel Partners Rich Bennion
CBRE Global Investors Nick Rittenhouse
CBS KNX 1070 Newsradio Broadcaster Frank Mottek
CenterSquare Invesment Mgmt. Katie Bergen
Cheiron, Inc. Anne Harper
Graham Schmidt
CityView George Ochs
Clarion Partners Kerrisha Jenkins
ClearBridge Investments Terence Fennessy
Cliffwater LLC Philip Godfrey
Attendees as of May 12, 2017
Company/System Name Full Name
Cohen & Steers Capital Mgmt. Chris Henderson
Cohen Milstein Richard Lorant
Columbia Threadneedle Investments Gregory Spradling
Sonja Strzoda
Commonfund Juliana Hastings
Conduent Matt Grenaghan
Jeanette Willis
Contra Costa County Debora Allen
Chih-Chi Chu
Christina Dunn
Wrally Dutkiewicz
Scott Gordon
Alison Greene
Louie Kroll
Karen Levy
David MacDonald
John Phillips
Timothy Price
Gabe Rodrigues
Todd Smithey
Gail Strohl
Jerry Telles
Rusty Watts
Jeff Youngman
Convergex Tim Conway
John Seyler
Courtland Partners Tom Hester
CRCEA Michael Sloan
Crescent Capital Group LP Kenneth McRay
Crestline Investors, Inc. Sean Gannon
Attendees as of May 12, 2017
Company/System Name Full Name
Cross Ocean Partners Mark Berry
Sanford Ewing
Dalton, Greiner, Hartman, Maher & Co., LLC Michael Dunn
David L. Bonuccelli & Associates, Inc. David Bonuccelli
Delaware Investments Trevor Blum
DePrince, Race & Zollo, Inc. Ami Fox
Tim McAvoy
Deutsche Asset Mgmt. Meghan Burrows
Mike Keough
Dimensional Fund Advisors John Dashtara
Ted Simpson
Eagle Asset Mgmt. Matt Waz
Edelstein Gilbert Robson & Smith Mike Robson
Trent Smith
Edinburg Partners Tom Dickson
Fairview Capital Partners Lesley Nettles
Aakar Vachhani
Fidelity Dave Bridges
Fidelity Institutional Asset Mgmt. Art Greenwood
Kristin Shofner
Financial Recovery Technologies Brian Tantalo
First Eagle Investment Mgmt. Heather Beatty
Brian Ralph
FIS Group, Inc. Samuel Austin
Fisher Investments Akash Patel
Chris Swany
Foley & Lardner LLP Thomas Hickey
Attendees as of May 12, 2017
Attendees as of May 12, 2017
Company/System Name Full Name
Former Alameda County Dave Safer
Former Mayor Willie Brown
FPA Multifamily, LLC Stanley Kim
Franklin Templeton Bill Deakyne
Fresno County Greg Armstrong
Laura Basua
Gregory Baxter
Alan Cade
Rauden Coburn
Robert Dowell
Eulalio Gomez
Donald Kendig
Nathan Magsig
Doris Rentschler
Mary Ann Rogozinki
Funston Advisory Services Rick Funston
GAM Kristin Hovencamp
GMO Dan Ransenberg
Goldman Sachs Asset Mgmt. Stephanie Ivy Sanford
Joe Karowsky
Grant & Eisenhofer Stephanie Saccaro
Marc Weinberg
Gresham Investment Mgmt. Alex Gansch
GW&K Investment Mgmt. Nancy Rimington
Hagens Berman Sobol Shapiro LLP Peter Borkon
Reed Kathrein
Hamilton Lane Grant Saul
Paul Yett
Hanson Bridgett LLP Judith Boyette
Attendees as of May 12, 2017
Company/System Name Full Name
Harrison Street Real Estate Capital, LLC James Choi
Heitman John Mansuco
HGK Asset Mgmt. Adria Hall
ICG (Intermediate Capital Group) Chris Hawkins
Impax Asset Mgmt. Molly Ono
Imperial County Suzanne Bermudez
Herbert Bumgart
Margaret Castro
Ryan Childers
Becky Flammang
Thomas Garcia
Kathleen Kubler
Patricia Lizarraga
Luis Plancarte
Karen Vogel
Indus Capital Partners Ryan Holland
Insight Investment Kyle Theodore
INTECH Investment Mgmt. Andreea Georgiu
Invesco Gary DeMoss
Brad Gillman
Delia Roges
Invesco Real Estate Brooks Monroe
Max Swango
Investec Asset Mgmt. Jack Coan
Iridian Asset Mgmt. Colin Morris
J.P. Morgan Asset Mgmt. Todd Evans
Christopher Hawkins
J.P. Morgan Chase Dina Collins
George Hausler
Attendees as of May 12, 2017
Company/System Name Full Name
James Evans and Associates Jim Evans
Sheree Johnson
Janus Capital Group Richard Bagshaw
Anicia Mendez
Kaplan Fox Kilsheimer Justin Farar
Kayne Anderson Capital Advisors, L.P. Eileen Mancera
Cade McNown
KBI Global Investors Michael Keane
Simon Padley
Kennedy Wilson Michael Lowhorn
Kern County Dominic Brown
David Couch
Dustin Dodgin
Gloria Dominguez
Phil Franey
Karen Frieson
Marko Horvat
Bob Jefferson
Jordan Kaufman
Thad Kennedy
Rick Kratt
Sheryl Lawrence
John Mattly
Peter Tirp
Jennifer Zahry
Kessler Topaz Meltzer & Check Jonathan Davidson
Kohlberg Kravis Roberts Daniel McLaughlin
Chris Tarui
L&B Realty Advisors Katie McBride
Labaton Sucharow, LLP Serena Hallowell
Carol Villegas
Attendees as of May 12, 2017
Company/System Name Full Name
Labaton Sucharow, LLP Serena Hallowell
Carol Villegas
LACERS Michael Wilkinson
LAFPP Bill Raggio
Landmark Partners Andrea Ferzoco
LaSalle Investment Mgmt. Chadwick Cunningham
Matthew Walley
Lateral Investment Mgmt. Richard de Silva
Lazard Alternative Investments Heather Buch
Lazard Asset Mgmt. Tom Franzese
George Sands
Leading Edge Investment Advisors Carolyn Diaz Roberts
Levi, Ray & Shoup, Inc. John Katalinich
LibreMax Capital Larry Pokora
Lighthouse Partners Phil Barkett
Linea Solutions Bryce Haws
LMCG Investments Tom Capobianco
Logan Circle Partners Napoleon Stephenson
Loomis, Sayles & Co. Chad Gross
Stephanie Lord
Lord, Abbett & Co., LLC Nick Johnston
Los Angeles Capital Maisie Short
Los Angeles County Amanda Aguayo
Allison Barrett
Hernan Barrientos
Carlos Barrios
Attendees as of May 12, 2017
Company/System Name Full Name
Los Angeles County Richard Bendall
Rich Bloom
Anthony Bravo
Derwin Brown
Tamara Caldwell
Allan Cochran
Leisha Collins
Louis Gittens
Barbara Gordon
Vivian Gray
Robert Hill
Shawn Kehoe
Vincent Lim
Arlene Owens
John Popowich
James Pu
Gregg Rademacher
Steven Rice
Christine Roseland
Diane Sandoval
Los Angeles Fire & Police Pensions Bill Raggio
LRS Retirement Solutions John Katalinich
LRWL Inc. Jack Calcagno
Lyxor Asset Mgmt. Andrew Dabinett
MacKay Shields Therese Hernandez
Macquarie Investment Mgmt. Trevor Blum
Makena Capital Andre Cuerington
Man Group Chris Gorgone
Maggie Gresio
Attendees as of May 12, 2017
Company/System Name Full Name
Manulife Asset Mgmt. Scott Eversole
Maples Fund Services James Perry
Mar Vista Investment Partners Jon Foust
Marin County Chris Cooper
Maya Gladstern
Michelle Hardesty
Dorothy Jones
Alan Piombo
Dave Shore
Steve Silberstein
Phillip Thomas
Jeff Wickman
Meeting U James Spellos
Meketa Investment Group, Inc. Stephen McCourt
Holly Heiserman
Mellon Capital Mgmt. Phil Bennett
Fred McCrea
Mendocino County Jeff Berk
Kathryn Cavness
Jerilyn Harris
Tim Knudsen
James Wilbanks
Merced County Jason Goins
Forrest Hansen
Ronald Kinchloe
Kristen Santos
Samuel Spangler
Mesa West Capital Jessica Hobbs
Mesirow Financial David Gola
MetLife Amy Cummings
Company/System Name Full Name
MFS Edmund Grant
Milken Institute Kevin Klowden
Millennium Global Americas JoAnne Svendsgaard
Milliman, Inc. Daniel Wade
Mondrian Investment Partners Jim Brecker
Morgan Stanley Greg Best
Morneau Shepell Elise Dallain
Jim Kelly
Mount Lucas Mgmt. LP Jerry Prior
NAB Asset Mgmt. Brooks Hamblett
Napier Park Global Capital Nadja Marcoz
Navellier & Associates Pete Burchfield
NCPERS Hank Kim
NEPC, LLC Allan Martin
Don Stracke
Neuberger Berman Peter Andjelkovich
Paul Sauer
Nicholas Investment Partners Laura DeMarco
Nikko Asset Mgmt. Americas, Inc. Lawrence Remstedt
Nile Capital Group LLC Melvin Lindsey
Casey Sines
Northern Trust Asset Mgmt. Tom Eichenberger
Tamara Doi Beck
Nossaman LLP Ashley Dunning
Veronica Gray
John Kennedy
Yuliya Oryol
Attendees as of May 12, 2017
Company/System Name Full Name
Nuveen Investments Mark Friedrich
NXT Capital Linda Chaffin
Oberweis Asset Mgmt. Brian Lee
Ocean Avenue Capital Partners Jeffrey Ennis
Brad Williams
OCP Capital LLC Andrew Hughes
OFI Global Asset Mgmt. Tara Carbonneau
Bill Raynor
Olson Hagel & Fishburn LLP Christopher Waddell
Orange County Russell Baldwin
Steve Delaney
Frank Eley
Lee Fink
Roger Hilton
Chris Prevatt
Gina Ratto
P/E Investments Bruce George
Ty Tayler
Pantheon Ventures Sprague von Stroh
Parametric Portfolio Associates Ben Lazarus
Daniel Ryan
Jay Strohmaier
Park Hill Group Robert Kulperger
Zak Stassi
Partners Group David Hunter
Steve Moen
Pathway Capital Mgmt. Jerry Branka
Patriot Leadership Development Jon Fussell
Attendees as of May 12, 2017
Company/System Name Full Name
Pavilion Alternatives Group Donn Cox
Amy Ridge
Penserra Securities Zlatko Martinic
Pension Benefit Information Susan McDonald
Jean Carlo Oviedo
Pension Consulting Alliance David Sancewich
Perella Weinberg Partners Charles Hannigan
Susan Soh
PGIM Real Estate Marcus Berry
Peter Taggart
Pharo Mgmt. LLC David Crosby
PIMCO Michael Chandra
Kevin Gray
PineBridge Investments Joe Fague
Pioneer Investments John Black
Pomerantz, LLP Jennifer Pafiti
Roxanna Talaie
Pomona Capital Vivian Flynn
Public Pension Consultants Lance Kjeldgaard
Putnam Investments Greg Lindsey
Marnie Maciariello
QMA Kerry Murphy
Brad Zenz
RBC Thomas Heflin
Mike Poremba
REAC Jon Orellana
Attendees as of May 12, 2017
Company/System Name Full Name
Reed Smith LLP Maytak Chin
Harvey Leiderman
Retired Employees of San Diego County Mark Nanzer
Rice Hall James & Associates Michael Meoli
Robbins Geller Rudman & Dowd LLP Ruby Menon
Bruce Gamble
Russell Investments Brittany Meisner
Doug Miller
RVK, Inc. Marcia Beard
Mark Higgins
S&P Dow Jones Indices Jeff Harding
Sacramento County John Conneally
Steve Davis
Keith DeVore
John Gobel, Sr.
Martha Hoover
John Kelly
Suzanne Likarich
Alan Matre
Kathy O’Neil
Calixtro Pearce
Chris Pittman
Kathryn Regalia
Annette St. Urbain
Richard Stensrud
Sagitec Solutions LLC Manoj Bajaj
Diann Clift
Salient Partners Blair Batson
Nik Millikan
San Bernardino County Gary Amelio
Brendan Brandt
Attendees as of May 12, 2017
Company/System Name Full Name
San Bernardino County Michael Calabrese
Louis Fiorino
Joseph Michael
Christie Porter
Oscar Valdez
Larry Walker
Vere Williams
Santa Barbara County Alan Blakeboro
Harry Hagen
Ellen Hung
Frederick Tan
Ryan Sullivan
Michael Vidal
San Diego County Bob Goodchild
Tim Hancock
Dan McAllister
Skip Murphy
David Myers
Rachel Witt
San Joaquin County Nancy Calkins
Andrew Eshoo
Shabbir Khan
Ray McCray
Jason Morrish
Margo Praus
Michael Restuccia
Johanna Shick
J.C. Weydert
San Mateo County Ben Bowler
Brenda Carlson
Michael Coultrip
Jan Ellard
Scott Hood
Attendees as of May 12, 2017
Company/System Name Full Name
San Mateo County Susan Lee
Elizabeth LeNguyen
Gladys Smith
David Spinello
Schroder Investment Mgmt. Marni Harp
Shawn Parris
Segal Consulting Paul Angelo
Senate Committee on Legislative Ethics Daniel Kessler
Cary Rudman
Sentinel Real Estate Corporation Jack Granahan
SL Capital Partners LLP Stewart Hay
Sonoma County
Neil Baker
Kelly Jenkins
David Lantzer
Steve Marsh
John Pels
Jackie Purter
Christel Querijero
Joe Tambe
Brian Williams
Bob Williamson
Standard Life Investments Peter Schmole
Standish Mellon Dan Lass
Starwood Capital Group Amanda Ly
State Street Global Advisors Rosalind Meade Jacobsen
Sonya Park
Christopher Probyn
StepStone Group Brey Jones
Stockbridge Capital Group, Inc. Thomas Johnson
Attendees as of May 12, 2017
Company/System Name Full Name
Strategic Global Advisors, LLC Sam King, CFA
Sustainable Growth Advisers, LP Scott Ohm
Symphony Asset Mgmt. Ted Sheridan
Systematic Financial Mgmt. Steve Shaw
T. Rowe Price Ken Brooks
TA Associates Realty Douglas Engelman
The Carlyle Group Ryan Buntain
The D.E. Shaw Group Letitia Yang
The London Company Andrew Tuite
The Resmark Companies Caroline Gibson
The TCW Group, Inc. Chris Alders
Andrea Mack
The Townsend Group Jennifer Young
The Yucaipa Companies Norice Rice
Thornburg Investment Mgmt. Sloan Swanson
Timbervest, LLC Stephanie Hammond
Tocqueville Asset Mgmt. Max Rodriguez
Torchlight Investors Michael Romo
Jennifer Yuen
Tortoise Capital Advisors Andy Goldsmith
Tulare County Patricia Crawford
Marit Erickson
Leanne Malison
Rebecca Pendleton
Mike Watson
UBS Asset Mgmt. Drew Gieger
Tracey Monroe
Attendees as of May 12, 2017
Company/System Name Full Name
UBS Realty Investors Mia Dennis
Tom Klugherz
ULLICO Investment Co. Luke Howe
USAA Real Estate Company Stephen Evans
Scott Stuckman
Van Eck Global Mark Hurrell
Patrick Lulley
Varagon Capital Marina Greene
Venor Capital Mgmt. Abigail Johnson
Ventura County
Dan Gallagher
Art Goulet
Steven Hintz
Will Hoag
Lori Nemiroff
Mike Sedell
Tracy Towner
Linda Webb
Craig Winter
Vertas Brokerage Consulting Cary Hally
Verus—San Francisco Margaret Jadallah
Jeffrey MacLean
Verus—Los Angeles Edward Hoffman
Scott Whalen
Victory Capital Stephen Simpkin
Voya Investment Mgmt. Brant Grimes
Sandy Sinor
Waddell & Reed Lynne Goodwin
Clayton Johnston
Walter Scott Margaret Foley
Attendees as of May 12, 2017
Company/System Name Full Name
Warburg Pincus LLC Christopher Gunther
Washington Capital Mgmt. Thandi Clements
Brian Welch
Wellington Mgmt. Company, LLP Akin Greville
Charles Ruch
Wells Fargo Asset Mgmt. Dan Anderson
Alex Tanase
Westbrook Partners Matt Roberts
Western Asset Mgmt. Co. Frances Coombes
Avni Gandhi
Westwood Christa Maxwell
White Oak Global Advisors Landy Pheloung
Williams Adley Robert Griffin
William Blair Wally Fikri
Madelyn Pavlic
Wilshire Associates Jeff Wright
ZAIS Group Greg Barrett
Zencog Steve Glass
Attendees as of May 12, 2017
