Welcome to the Wharton Private Equity & Venture Capital Association - The CIO Summit for GPs & LPs

Wharton Private Equity Partners


The CIO Summit for GPs & LPs

Tuesday June 21, 2011
New York City
open to GPs and LPs
limited seating available

On June 21st, Wharton Private Equity Partners, along with our supporters at the Harvard Business School Club of New York and the Heilbrunn Center for Graham & Dodd Investing at Columbia, will host a full-day CIO Summit.

The CIO Summit is a unique peer-only event open solely to those who are actively allocating or investing 3rd party capital, enabling a powerful day of networking and knowledge sharing. 

Speakers at the summit will include thought-leading investment managers and CIOs from some of the most influential endowments, foundations, fund of funds, pensions, and family offices:

• Paul Singer, Founding Partner, Elliott Associates
• Howard Marks, Chairman, Oaktree Capital Management
• Bill Ackman, Founder, Pershing Square
• Leon Cooperman, Chairman and CEO, Omega Advisors
• Joel Greenblatt, Founder, Gotham Capital
• Kristin Gilbertson, CIO, University of Pennsylvania
• Brian O’Neil, CIO, Robert Wood Johnson Foundation
• Eric Upin, CIO, Makena Capital Management
• Mark Yusko, CEO & CIO, Morgan Creek Capital Management
• Tina Surh, CIO, NYU
• Chuck Clarvit, Co-Head, Blackrock Alternative Advisors
• Luke Ellis, Head of Multi-Manager Platform, Man Investments
• Larry Schloss, CIO, New York City Pension Fund
• Larry Robbins, CEO, Glenview Capital
• Chas Cocke, Managing Director, Investure
• Soo Chuen Tan, Managing Partner, Discerene Value Advisors
• Joel Gantcher, Director of Research, Cadogan Management
• Jeffrey Collins, Executive Director, Morgan Stanley AIP
• Ed Mathias, Managing Director, Carlyle Group
• Michael van Biema, Founder, van Biema Value Partners
• Andrea Markezin, President, Marujupu (Ochs-Sulzburger family office)
• Joe Calabrese, President, Harris My CFO
• Jim Ruddy, President, Keswick Management (Dillon family office)
• Austin Shapard, President, Rockefeller Financial

Program Topics include:

• Macro Outlook: Maintaining Long-Term Purchasing Power In An Uncertain Inflationary Environment
• Empty Rooms: The Investing Opportunities No One Is Talking About
• Day One Investors: What To Look For In Future Outperforming Funds
• Key Investment Opportunities For Fund-of-Fund Investors Through The Next Market Cycle
• Finding Value: Forward-Looking Asset Allocation Strategies for Endowment and Foundation Portfolios
• Family Office Asset Allocation Strategies for 2011

Seating for this event is limited.  Please register via this link. (UPenn/Wharton alum currently working in private equity are encouraged to join WPEP and benefit from a significant savings.)   

The Metropolitan Club of New York
One E. 60th Street
New York, NY

Tuesday, June 21, 2011
7.30 am Registration/Continental Breakfast
8.00 am Opening Keynote and Program Commencement
full agenda to be posted shortly
5.00 pm Symposium Concludes

Co-Sponsors for this event include:

Click Here to Register for Event Tickets

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