Wharton/Kellogg CIO Summit - Save the Date


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 in New York.

Open exclusively to LPs and GPs, the CIO Summit is a must-attend event that attracts an audience of 250+ senior level investment decision makers.

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

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 

An "invitation request link" will be posted to the website and announced by email in the coming weeks. You'll be asked to complete a brief survey to confirm eligibility and upon approval you will be added to the invitation list, or you will receive a direct link to process registration. Qualifying Wharton/UPenn and Kellogg/Northwestern alumni will be offered a discounted rate. 

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.


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:  8:15 AM - 6:00 PM ET 
Location:  New York Athletic Club, 180 Central Park S, New York, NY 10019


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

Benji Guilford (WG'21)
Managing Director, Blackstone
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

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