Wharton Private Equity & Venture Capital Alumni Association

Wharton/Kellogg CIO Summit

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The Wharton PE & VC Alumni Association and the Kellogg Finance Network

are proud to host the 13th annual CIO Alternative Investments Summit, December 5, 2024 at the New York AThletic Club.

Open exclusively to LPs and GPs, the CIO Summit is a must-attend event that attracts an audience of 300+ senior level investment decision makers.

Speakers Announced
Mark your calendar for this year's invitation-only full day conference featuring fireside chats, an economic outlook keynote, two CIO plenary sessions including a retired trio, topics covering AI, Non-Correlated Assets and Emerging Managers, and ample networking. More speakers to be confirmed.


Christopher Ailman former CIO, CalSTRS	Elizabeth Browne (KSM'13) Managing Director, GCM Grosvenor	Francesca Cornelli Dean and and Donald P. Jacobs Chair of Finance, Kellogg School of Management


Mark Gerson Co-Founder, Gerson Lehrman	Britt Harris CEO/Founder, On Eagles Wings Advisors and former CEO/CIO, UTIMCO	Kartik Hosanagar John C. Hower Professor of Technology and Digital Business, The Wharton School


David Kabiller (CAS‘85/KSM‘97) Co-Founder & Head of Business Development, AQR Capital Management	David Lee (C'02) Managing Partner, Eldridge industries	Sheryl Mejia (WG'94) Managing Partner, Steward Asset Management


Julia Mord (WG'06) Deputy CIO, Tulane Investment Management Office	David Mussafer (WG'90) Chairman and Managing Partner, Advent International	Torsten Slok Partner & Chief Economist, Apollo Global Management


Ash Williams Vice Chair, JP Morgan Asset Mgmt & former Executive Director & CIO, FL State Board of Administration	Chris Winiarz (KSM'11) Chief Investment Officer, Stable Asset Management	Katie Wyatt Chief Investment Officer, Loyola University Chicago

Several important factors distinguish the CIO Summit from other conferences:

Focused on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment;
An invitation only, peer setting of senior level alternative investors;
Closed to the media to encourage candid discussion;
Hosted by two top-tier university-based organizations, but open to alumni of all schools

Attendance & Eligibility

For complete registration details, click here.

Who is invited to register: Institutionally sized investors who are GPs (such as Private Equity, Venture Capital, Hedge Fund, Single or Multi Family Offices) or LPs, (including SFO/MFO, Endowment, Foundation, Pensions or Sovereign Wealth Funds). Investment professionals from all schools are welcomed.