SEO’s 17th Annual
Alternative Investments Conference (AICON)

Please note no walk-ins, luggage or large bags will be allowed. You must show ID and be registered to attend this event.

• • William Goodloe, President & CEO, SEO
• • Henry R. Kravis, Co-Founder & Co-Executive Chairman, Kohlberg Kravis Roberts & Co
• • Eric Doppstadt, Vice President & Chief Investment Officer, Ford Foundation

Welcome

• • William Goodloe**, President & CEO, SEO

Introduction

• • Chavon Sutton, Managing Director, Cambridge Associates

Fireside Chat

• • Hythem T. El-Nazer**, Co-Managing Partner, TA Associates (Moderator)
• • Michelle Knudsen, Chief Investment Officer, New York University
• • Lane MacDonald, Chief Investment Officer, SCS Financial Services

• William Goodloe**, President & CEO, SEO

Sports & Entertainment Investing Panel

• • Taj J. Clayton** *, Partner and Chairman of the Litigation & Trial Department in Texas, Latham and Watkins, LLP
• • Larry Fitzgerald Jr., Co-Founder, Trenches Capital Management
• • Lorine Pendleton, Founding Partner, 125 Ventures

Fireside Chat

• • Henry R. Kravis**, Co-Founder & Co-Executive Chairman, Kohlberg Kravis Roberts & Co
• • Philippe Laffont, Founder & Portfolio Manager, Coatue Management

Running Concurrently

(I) Private Credit’s Next Frontier: Scaling in a Higher-Rate World (Breakout Room 1)

This panel explores how private credit continues to expand as traditional lenders pull back. Leaders across direct lending, opportunistic credit, and specialty finance discuss return expectations, deal structures, risk management, and where private credit fits in the modern capital stack.

•  • Ibrahim Chaudry, Senior Vice President, Capital Formation, Oaktree Capital Management (Moderator)
•  • Chris Clark, Managing Director & Associate Portfolio Manager, Onex
•  • William Im, Managing Director, Private Credit, Canyon Partners
•  • Grishma Parekh*, Managing Director & Co-Head of North American Core Senior Lending, HPS Investment Partners
•  • Josh Swidler, Managing Director, Co-CIO – Credit, Reverence Capital Partners

(II) The New IR Mandate: From Capital Raising to Long-Term LP Partnership (Breakout Room 2)

Investor Relations has evolved well beyond capital formation into a strategic function centered on trust, transparency, and long-term partnership. This panel will explore how leading IR teams are adapting their approach to meet rising LP expectations around communication, data, and alignment—while strengthening relationships across market cycles.

•  • Kirk Sims, Managing Director, Head of Emerging Managing Program, TRS (Moderator)
•  • Amira Artis, Global Head of Investor Relations, Brightwood Capital Advisors
•  • Shavonne Correia, Global Head of Investor Relations & Marketing, KPS Capital Partners
•  • Ryan Lavin, Managing Director, TPG

(III) From Reports to Real-Time: Transparency, Data & the AI-Powered LP Experience (Breakout Room 3)

In 2026, static reporting no longer cuts it. Panelists examine how leading GPs are leveraging AI to deliver more frequent, decision-ready insights while balancing clarity, accuracy, and internal resource constraints.

•  • Ian Chiu*, Managing Director, Owl Ventures (Moderator)
•  • Aaron Holiday, Co-Founder & Managing Partner, 645 Ventures
•  • Charlie Tafoya*, Co-Founder & Chief Executive Officer, Chronograph

(IV) Value Creation 2.0: How PE Firms Are Winning in a Slower Economy (Breakout Room 4)

With fundraising tightening and deal flow shifting, private equity leaders break down how they are driving operational improvements, deploying capital, and evaluating exits. The discussion will highlight emerging playbooks for value creation, data-driven portfolio management, and sector specialization.

•  • Yue Bonnet*, Senior Managing Director & Head of Investments, Ariel Alternatives
•  • Heather Faust, Co-Founder & Managing Partner, Argand Partners
•  • David Perez, Co-Founder & Managing Partner, Avance Investment Management

Introduction

• William Goodloe**, President & CEO, SEO

Presented By

• Loida N. Lewis, Chair & Chief Executive Officer, TLC Beatrice, LLC

Presented To 

• Kim Y. Lew, President & Chief Executive Officer, Columbia Investment Management Company

Fireside Chat 

•  • Kim Y. Lew, President & Chief Executive Officer, Columbia Investment Management Company
•  • Maryanne Hancock, Chief Executive Officer / Partner, Y Analytics / TPG

Running Concurrently

(I) Infrastructure & Energy Transition: The Fastest-Growing Alternative Asset Class (Breakout Room 1)

Institutional capital is pouring into energy transition and essential infrastructure. This panel covers investments in renewables, data centers, EV charging networks, grid modernization, water assets, and transportation. Speakers will discuss regulatory catalysts, stable cash-flow profiles, and why infra is becoming a core allocation for LPs across the globe.

• • Michael Rose, Managing Director, Infrastructure Investments, GCM Grosvenor (Moderator)
• • Nathaniel Anschuetz, Partner, Head of U.S. Competitive Power & Renewables, Global Infrastructure Partners
• • Nick Hertlein, Managing Director, Stonepeak

(II) Navigating the 2026 Investment Landscape: Strategies, Risks, and Emerging Opportunities (Breakout Room 2)

This panel will explore how investors are navigating an increasingly complex market environment and the strategies and approaches best positioned to generate alpha. Panelists will discuss shifting macroeconomic and policy dynamics, evolving sources of market inefficiency, and portfolio and risk management strategies for this increasingly complex backdrop. The conversation will also highlight investors’ views of the most compelling opportunities across public asset classes going forward.

• • Clauter Charleston, Head of Alternative Investment Private Wealth Specialists, Bank of America (Moderator)
• • Priya Kaftan, Head of Investor Relations & Product Strategy, Heard Capital
• • Kevin Reevey, Senior Research Analyst, Elizabeth Park Capital Management

(III) The New Guard: From Emerging to Established (Breakout Room 3)

This panel spotlights fund managers who are transitioning from emerging to established status, along with the LPs who back them through that evolution. Topics include scaling beyond early funds, differentiation at the next stage, portfolio construction as platforms mature, and what LPs are really looking for as managers “graduate” into core relationships.

• • Patricia Miller Zoller, Managing Director, Neuberger Berman (Moderator)
• • Marcus Lawrence, Business Unit Partner, TPG

(IV) Breaking In and Leveling Up: Career Paths Across Alternative Investments (Breakout Room 4)

From first roles to senior leadership, this panel features professionals across private equity, credit, real estate, and venture who share how they navigated the industry. Topics include interviewing, skill-building, mentorship, and strategies for long-term career growth.

• • Rafael Mason*, Partner, Bain Capital (Moderator)
• • Jose Arredondo*, Managing Director, Warburg Pincus
• • Omaira Brightman, Partner, Amity Search Partners
• • Shivani Dixit, Principal, Henkel Search Partners
• • Martha Masiarz, Director, Odyssey Search Partners

Running Concurrently


(I) Real Estate Reset: What Institutional Capital Wants in 2026 and Beyond (Breakout Room 1)


With interest rates high and valuations shifting, real estate investors explore opportunities and risks across multifamily, industrial, office, and alternatives. Discussion includes capital flows, distressed opportunities, and the role of proptech in shaping the next cycle.

• • Dev Subhash, Partner, StepStone Real Estate (Moderator)
• • Nicholas Hecker, Executive Managing Director & Chief Investment Officer, Sculptor Real Estate
• • Josh Morris, Partner, Global Head of Real Estate, Davidson Kempner
• • Michael Stark, Partner, PJT Park Hill
• • Benjamin Young, Managing Director & Head of Real Estate, Reverence Capital Partners

(II) The Family Office Playbook: Direct Deals, Co-Investing & Opportunistic Mandates (Breakout Room 2)


Family offices are becoming some of the most active allocators in alternatives. This panel explores how they evaluate private equity, private credit, venture, real estate, and secondaries — and increasingly pursue direct and co-investment opportunities. Discussion includes governance, decision-making speed, sector specialization, and how next-gen leaders are reshaping private markets engagement.

• • Judy Chou, Senior Investment Advisor, Cooper Family Office
• • Peter Lupoff, Partner, Investments, Partnerships, Beatrice Advisors

(III) The Rise of GP-Led Solutions: Secondaries as a Mainstream Asset Class (Breakout Room 3)


Secondaries continue to accelerate as GPs seek liquidity and LPs rebalance portfolios. Panelists discuss the growth of continuation vehicles, NAV-based lending, pricing trends, and how secondaries are reshaping fund structures and investor expectations.

• • Stephen Henderson, Managing Director, Campbell Lutyens
• • Liz Huizenga, Principal, Adams Street Partners
• • Trey Muldrow, Partner, Weil, Gotshal, & Manges LLP
• • Joy Xu, Vice President, Carlyle AlpInvest