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CAIA Southwest Public Pension Night
Date(s):
April 24, 2023
Note: All times listed are in local time
Venue:Fairmont Century Plaza
2025 Avenue of the Stars Los Angeles, CA 90067
Fee(s):This event has a fee
Description:CAIA Southwest Member-Only Event: Public Pension Night Monday, April 24, 2023
6:00 PM - 8:30 PM CAIA Southwest is inviting its members to a special panel and networking event with top investors and consultants in public pensions, all of whom are fellow CAIA charterholders. Join us for a lively conversation around career development, education on the complex topic of public pensions, and more! This event is open only to CAIA members and availability is limited – don’t miss the opportunity to be in the room for a special event! Fees FREE - Open exclusively to members.
Date and Time Monday, April 24, 2023 6:00 - 8:30 PM PST Location Fairmont Century Plaza 2025 Avenue of the Stars Los Angeles, CA 90067
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Leandro Festino
Job Title: Managing Principal
Organization: Meketa Investment Group
As a senior consultant at Meketa, Leandro is an active leader at client Board and Committee meetings, equally capable of working with both Trustees and Staff, bringing decision makers together to make effective investment choices. He has a demonstrated track record helping clients set investment policy and asset allocation, and review and select managers and products in traditional and alternative asset classes in both onshore and offshore markets.
Alexander Lee
Job Title: INVESTMENT OFFICER
Organization: Los Angeles Dept of Water and Power
Alexander Lee is an Investment Officer for the Los Angeles Water and Power Employees’ Retirement Plan (WPERP) where he is responsible for the Plan’s private equity mandate. Prior to joining WPERP, Mr. Lee was a Portfolio Manager for Private Equity and Real Assets at Christus Health, a Catholic, not-for-profit health system based in Irving, Texas.
Mr. Lee has over twenty years of experience in the investment management industry in both public and private markets. He started his career in Southeast Asia trading public equities and fixed income. Mr. Lee holds a MSc in Risk and Asset Management from EDHEC Business School and a BS in Biology and Chemistry from Houston Baptist University. Mr. Lee is a Chartered Alternative Investment Analyst (CAIA). When not donning his business attire, Mr. Lee enjoys the great outdoors with activities such as overlanding, mountain biking, and backpacking.
Kenneth Pitman
Job Title: Consultant
Organization: Mercer, LLC
Kenny is a Director, Alternatives Investments in the Denver office of Mercer’s Wealth business. He has experience working with clients in both a traditional advisory and outsourced chief investment officer (OCIO) framework.
Prior to joining Mercer in 2016, Ken worked at MSCI where he assisted asset managers with implementing risk management processes and developing passive index-based investment solutions. He began his career in client-facing roles at Eaton Vance and Fidelity Investments.
Ken graduated from the University of New Hampshire with a BS in economics. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and is a member of the CFA Institute, CAIA Institute, and the Denver Securities Analysts Society.
Stephanie Sorg
Job Title: Investment Consultant, Managing Principal
Organization: Meketa Investment Group
Stephanie Sorg is Senior Vice President, Consultant located in Meketa’s San Diego office, focusing majority of her time advising public pension, endowment, foundation and defined contribution clients regarding strategic asset allocation, portfolio construction and implementation, performance monitoring, investment policy development, manager research and Board education. In addition to the client responsibilities, Stephanie is a member of Meketa’s Private Equity Fund-of-funds and Secondaries teams focusing on manager research and firm/strategy diligence, client searches and annual performance monitoring.
Stephanie earned a Bachelor of Science in Finance, with honors, in 2015 from Santa Clara University, a Master of Science in Finance in 2016 from Santa Clara University. During her undergraduate career, she played for the Division I college soccer team at Santa Clara University, received the West Coast Conference All Academic Honorable Mention award in 2014, and gained work experience in the fields of investor relations, treasury, and commercial lending. Prior to joining the firm, Ms. Sorg worked as a financial services associate at LPL Financial. She holds the Chartered Alternative Investment Analyst (CAIA) designation, is a member of the CAIA Association®, and a member of the Women in Institutional Investments Network organization.
Amit Thanki
Job Title: Senior Investment Officer
Organization: San Bernardino County Employees' Retirement Association
Mr. Thanki is a Senior Investment Officer with the San Bernardino County Employees’ Retirement Association (SBCERA). As a member of the investment team, he oversees the deployment of over $3 billion in pension assets across investment strategies in diversified credit, private equity, and venture capital. In addition, Mr. Thanki is responsible for developing and implementing SBCERA’s asset allocation policy, structuring manager relationships, identifying investment opportunities, and monitoring portfolio liquidity.
Prior to joining SBCERA in April 2012, Mr. Thanki was an Investment Analyst at Orange County Employees’ Retirement System (OCERS) where he was responsible for the oversight of the hedge fund, public equity, and public fixed income portfolios. He started his investment career at PIMCO as a member of the marketing and business development group focusing on fixed income strategies in emerging markets, high yield and structured credit.
Mr. Thanki has over sixteen years of experience in the investment management industry and received the Money Management Intelligence 2013 Rising Star of Public Funds award. He earned his MBA from the Paul Merage School of Business at University of California, Irvine and has a BS in Business Management from Oklahoma State University. Additionally, Mr. Thanki is a Chartered Alternative Investment Analyst (CAIA) charter holder and a member of the CAIA Association.
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