Welcome to the Wharton Private Equity & Venture Capital Association - 2013 CIO Leaders In Alternative Investing Summit

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2013 CIO Leaders In Alternative Investing Summit

3rd Annual GP/LP Only Summit
New York, NY


 
  
 
 
 
                               

Join Wharton & Kellogg for the
3rd Annual
CIO Leaders in Alternative Investing Summit


LPs and world-class investment managers gather in a peer format to discuss current challenges, issues and assumptions in today’s uncertain investing environment.
 
 
Agenda

7.30 AM  Registration/Continental Breakfast & Networking

8.0
0 AM
Opening Remarks by Aly Jeddy, Managing Director, Private Equity & Principal Investing, McKinsey
 
8.30 AM Opening Keynote: David Kelly, Chairman of the Board, Teachers' Texas Retirement System interviewed by Professor Mitchell Petersen, Kellogg School of Management
 
9.15 AEvolution of the Endowment Model...The Conversation Continues
Moderator: D. Ellen Shuman, Founder & Managing Partner, Edgehill Endowment Partners
· Chas Cocke, Co-Founder & Managing Director, Investure
· Jennifer Heller, President & CIO, Brandywine Group Advisors, Inc.
· James Mnookin, Managing Director, Cambridge Associates
 
10.00 AM BREAK
 
10.15 AM The Danger of a Yield Seeking World
Moderator: David Spungen, CEO, Hillview Capital Advisors, LLC
· David Ford, Jr., Managing Partner, Gatemore Capital Management, LLC
· Kenneth Glassman, CEO & CIO, RWM Management, LLC
· W. Carter Neild, General Partner, OrbiMed
 
11.15 AKeynote: Paul Singer, Founder, CEO & Co-CIO, Elliott Management Corporation

12.00 PM LUNCHEON
 
12.30 PM Keynote: David Blitzer, Senior Managing Director & Head of Tactical Opportunities, Blackstone interviewed by John Barber, Managing Partner, Cohesive Capital Partners

1
.30 PM Alternative Investment Opportunities Beyond Traditional PE/VC
Moderator: Fabio Terlevich, Co-Founder & Partner, LL Funds, LLC
· Sumit Handa, CIO, City of Philadelphia Board of Pensions & Retirement
· Kim Lew, Co-CIO & Vice President, Carnegie Corporation of New York

· Reginald D. Tucker, Special Investment Officer, New York State Common Retirement Fund
· Christopher Zafiriou,
Portfolio Manager for the Pew Trusts, Glenmede Trust Co.

2.15 PM  Private Equity Acquisition Opportunities as a Differentiator When Considering Investing in PE Funds
Moderator: Jeffrey McCracken, Reporter, Bloomberg News
· Bob BordenFounding Managing Partner & CIO, Delegate Advisors
· Anthony Bowe
Co-Head Private Fund Group, Credit Suisse Group
· Robert Landis, Partner, The Riverside Company
· Lex Leeming, Principal & Head of Business Development, Moelis Capital 

3.00 PM Networking Break

3:15 PM Investing in Today's Emerging Markets
Moderator: Cathy Tse, Partner, Corrum Capital Management LLC
· Alberto Fassinotti, Managing Director, The Rock Creek Group
· Steven Henderson, Director of Investments, Spider Management Company - University of Richmond
· Issac Septon, Chief Investment Officer, The Observatory
· Matthew W. Wright, CFA, President & Founder, Disciplina Group LLC

4.00 PM Closing Keynote: Andrew Stewart, Managing Director & Co-Head, BlackRock Alternative Investors interviewed by James Shein, Clinical Professor of Management & Strategy, Kellogg School of Management 

4.45 PM Closing Remarks

 
In conjunction with  


Event Details:

Date: 
Wednesday December 11, 2013
Time:  7:30 AM - 5:00 PM
Location:  The Harmonie Club of New York
4 East 60th Street
New York, New York
 

Registration open exclusively to Institutional-sized LPs (including family offices) and GPs managing private equity/vc funds, hedge funds and real assets.   To ensure a balanced audience of asset allocators and fund managers, we have a limited number of GP/manager tickets available, please register promptly to ensure your participation.

Pricing: Click Appropriate Category Below to Register: 
 
*Save with the special bundle: $515 includes both Event Registration ($445) + Annual Membership ($100) (to qualify you must be an alum actively investing third party capital in deals, for further details view: http://www.wpen.org/memsub.html) 

**LP Pricing: Limited complimentary admissions are available for public pension plans, university and foundation endowments and family offices who may not have a budget for conference participation. Email Stephanie McAlaine to inquire smcalaine@wpen.org.
 

Organizing Committee:

Chair: Fabio Terlevich, Managing Partner, LL Funds, Inc.
Hagai Barlev, Founder, Taranis Group
Greg Dyra, Managing Member, Obair Capital
Ahmed Elcott, Founder, Cahera Capital
Stephan Hartman, Managing Director, Apollo Management
Cathy Tse, Partner, Corrum Capital Management LLC
Kristopher Zdyb, Principal, Jerica Capital Management

 
Questions, contact us:

Wharton PE & VC Association

Stephanie McAlaine, smcalaine@wpen.org

Jennifer Simons, jsimons@wpen.org 

Kellogg School of Management 

Lara Gamble, l.gamble@kellogg.northwestern.edu

 

 
Cancellation Policy:  Cancellations for a refund must be received via email to smcalaine@wpen.org by Thursday December 5th at 7pm EST.  Substitutions are welcome at any time, both in advance via email to smcalaine@wpen.org and at the door during registration.


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