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.
 

registration---cio


Speakers Announced 
Mark your calendar for this year's invitation-only full day conference featuring fireside chats, keynotes, a CIO plenary panel, breakout sessions and ample networking.

Additional topics to include AI, Sports Investing & Non-Correlated Assets and Emerging Managers.  More speakers to be confirmed.

 
FIRESIDE CHAT: David Kabiller in conversation with Francesca Cornelli
david-kabiller francesca-cornelli
David Kabiller 
CAS‘85, KSM‘97
Francesca Cornelli
 
AQR Capital Management
Co-Founder & Head of Business Development
Kellogg School of Management  
Dean and Donald P. Jacobs Chair of Finance 
   
FIRESIDE CHAT: David Mussafer in conversation with Julia Mord
david-mussafer julia-mord-square
David Mussafer
WG'90
Julia Mord
WG'06
Advent International 
Chairman and Managing Partner 
Tulane Investment Mgmt Office 
Deputy CIO  
   
KEYNOTE: State of the Markets
torsten-slok  
Torsten Slok
Apollo Global Management
Partner & Chief Economist
 
   
  Apollo Global ManagementPartner & Chief Economist

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.


Sponsorship 

If you are interested in access to this highly curated audience and would like to learn about sponsorship opportunities, contact Jennifer Simons
 

Event Details

Date:  Thursday, December 5, 2024
Time:  8:00 AM - 6:00 PM ET 
Location:  New York Athletic Club, 180 Central Park S, New York, NY 10019


CIO SUMMIT SPONSOR
 
blackrock
 
 
 
WPEVC ANNUAL CORPORATE SPONSORS
 
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newamsterdam-no-background
 
wtw-no-background
 
 
 
 

  

 
CIO SUMMIT SPONSOR
 
blackrock
 
 
 
WPEVC ANNUAL CORPORATE SPONSORS
 
morgan-lewis-logo-new-background
 
newamsterdam-no-background
 
wtw-no-background
 

PLANNING COMMITTEE 

Jonathan Ben-Horin (WG'11)
Principal, Davidson Kemper Capital Management

Mukund Krishnaswami (ENG'96, W'96, WG'98)
Partner, Lighthouse Funds


Greg Williamson (CAS‘83 and KSM‘85)
Senior Venture Investment Director, Wisconsin Economic Development Corporation

 
Chris Winiarz (KSM'11) 
Deputy CIO, Stable Asset Management
 
Rikhil Bajaj (WG'18)
Head of FinTech & Software, Tarsadia Investments

Alina DiMeglio (WG'14) 
Principal, Apollo Global Management 

 
Will Graves (WG'00)
CIO, Boardman Bay Capital Management 

 
Willy Guo  (WG’19)
Principal, BTG Pactual

 
Justin Heyman (W'04) 
Managing Director, The RockCreek Group 
 
Jason Jerista (CRT'10)
Head of Investor Relations, LLR Partners

 
Elana Mizrahi (W'09) 
Managing Director of Business Development, Monarch Alternative Capital 
 
Julia Mord (WG'06)
Deputy CIO, Tulane Investment Management Office
 
Amaka Uzoh (WG'20)
Investment Manager, Memorial Sloan Kettering Cancer Center
 
Catrina Wang (WG'23)
General Partner, Portal Ventures 

Andrew Xu (WG’22)
Managing Partner, TXV Partners