13th HHF Investors Forum

We're bringing the Forum to San Francisco. On Thursday, September 24, join us at Finix Headquarters for a full day of high-level dialogue at the intersection of institutional capital.

The HHF Investors Forum is where trustees, institutional investment staff, and asset managers come together — not just to network, but to engage in the substantive conversations shaping portfolio strategy and the future of the investment industry.

Expect curated panels, candid dialogue, and meaningful connections with the professionals driving capital decisions at the institutional level.

Sponsored by: Finix & Federated Hermes

Past Attendees:

• CalPERS — California Public Employees' Retirement System
• CalSTRS — California State Teachers' Retirement System
• Illinois State Board of Investment (ISBI)
• Inter-American Development Bank (IDB)
• LACERA — LA County Employees Retirement Association
• LACERS — LA City Employees' Retirement System
• Maryland State Retirement and Pension System
• New York State Common Retirement Fund
• NYC Comptroller
• Teachers Retirement System of Illinois
• Teachers Retirement System of Texas
• Virginia Retirement System

Info: Moderated by Reginald Tucker, Partner and Head of Capital Markets at East Beach Asset Management, this opening panel features Mario Valente, Deputy Chief Investment Officer at Stansberry Asset Management, Gina Sanchez, Chief Executive Officer at Chantico Technology, and Jason Straker, Senior Sales Representative at Federated Hermes. Together, they will explore the intersection of public and private markets, the evolving fixed income and liquidity landscape, and the shifting dynamics around impact and sustainability investing — setting the stage for the conversations ahead.

Info: Moderated by Qiana Patterson, Founding Partner at Project Wellspring, this panel features Martha Delgado, Trustee and Co-Chair of the Investment Committee at Saint Francis Foundation and Founding Partner at Willow Hill Advisors, Patrick Jones, Trustee, Board of Investments at LACERA, and Ramon Rubalcava, Public Representative Trustee at CalPERS.

Info: Moderated by Martha Delgado, Trustee and Co-Chair of the Investment Committee at Saint Francis Foundation and Founding Partner at Willow Hill Advisors, this panel features Angel Fierro, Founder and Managing Partner at Aiga Capital Partners, Luis Daniel Arbulu, Managing Partner at Sunna Ventures, Nichol Garzon, Chief Legal Officer and SVP Corporate Development at Glass Lewis, and Stonly Blue, Managing Partner at Third Sphere and Board Chairman of Impact Capital Managers.

Info: Moderated by Laura Lucas, Partner at L'ATTITUDE Ventures and Libra Fund, this panel features Eddie Lopez, Principal in the Technology Group at Hercules Capital, Gustavo Alberelli, Co-Founder and Managing Partner at Sunstone Partners, Kelly Ann Winget, Founder and Managing Partner at Alternative Wealth Partners, Nate Mejías, Managing Partner at Halo Partners, and Rachael Sarabi, Partner and Head of Strategy at East Beach Asset Management.

Info: Moderated by Tiq Chapa, VC & Startup Partnerships at Google Cloud, this panel features Alejandro Guerrero, Co-Founder and General Partner at Act One Ventures, Allen Smith, Founder & Managing Partner, Musa Capital, Juan Leon, Senior Investment Strategist at Bitwise Asset Management, and Samara Mejia Hernandez, Founder and Managing Partner at Chingona Ventures.

Event venue & nearby stays

Finix, 760 Market Street, San Francisco, United States

Concerts, fests, parties, meetups — all the happenings, one place.

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