Alternative Investments Day 2024 | Philadephia
This event is open to Wharton/UPenn alumni who are GPs and LPs. We are also welcoming all alumni and non-alums (including operating partners, portfolio company executives, investment banks, and lenders).
The Wharton PE & VC Alumni Association is partnering with the Harris Family Alternative Investments Program to present Alternative Investments Day in Philadelphia on Thursday, September 26, 2024.
We are excited to return to campus and hear from Wharton's distinguished faculty and to welcome Dean Erika James who will address our community. This half day event will deliver dynamic insights highly relevant to our peer audience of investors and allocators, and conclude with a networking reception.
WPEVC Alternative Investments Day will:
- Bring together alumni practitioners with renowned faculty to further strengthen Wharton's position as the leader in financial economics, and
- Provide a platform for alumni to gain insight into market trends
EVENT DETAILS
Date: Thursday, September 26, 2024
Time: 2:00 - 7:30 PM ET
Location: The Study at University City, 20 S 33rd Street, Philadelphia, PA 19104
Should you need accomodations, please book directly through the hotel at 215-387-1400 or online.
AGENDA & FEATURED SPEAKERS
2:00 PM - Registration Opens: Arrive early and network with your alumni peers before the program begins.
2:30 PM - Welcome Remarks
Erika H. James, Dean of the Wharton School of the University of Pennsylvania
Erika H. James, Dean of the Wharton School of the University of Pennsylvania
2:50 PM - Fireside Chat
Neha Markle (W'99, WG'06), Managing Director, Morgan Stanley Investment Management Inc. and Bilge Yilmaz, Wharton Private Equity Professor, Professor of Finance; Academic Director, Harris Family Alternative Investments Program
This conversation will include pressing topics impacting the private equity and alternative investments industry as well as updates on the Harris Program and its initiatives.
3:30 - 3:50 PM - Break
3:50 - 4:20 - Macroeconomic Trends & Outlook
Joao Gomes, Senior Vice Dean of Research Centers and Howard Butcher III Professor of Finance; Professor of Economics; Senior Vice Dean of Research, Centers, and Academic Initiatives
3:50 - 4:20 - Macroeconomic Trends & Outlook
Joao Gomes, Senior Vice Dean of Research Centers and Howard Butcher III Professor of Finance; Professor of Economics; Senior Vice Dean of Research, Centers, and Academic Initiatives
A discussion of the latest trends for the US and Global Economy and near term outlook for US financial markets.
4:20 - 4:45 - Real Estate Market Insights
Maisy Wong, James T. Riady Associate Professor of Real Estate
How does this real estate cycle compare to previous cycles? What are some lessons learned from past cycles and how does this differ by property types? We will end with a discussion of what this means for investors and some examples of deals and opportunities investors will likely see this cycle.
Maisy Wong, James T. Riady Associate Professor of Real Estate
How does this real estate cycle compare to previous cycles? What are some lessons learned from past cycles and how does this differ by property types? We will end with a discussion of what this means for investors and some examples of deals and opportunities investors will likely see this cycle.
4:45 - 5:10 - Transformative Tech - How AI is Shaping Investment Strategies
Burcu Esmer, Academic Co-Director, Harris Family Alternative Investments Program and Senior Lecturer of Finance
Burcu Esmer, Academic Co-Director, Harris Family Alternative Investments Program and Senior Lecturer of Finance
Join us for an insightful session on how artificial intelligence revolutionizes the private equity landscape. From deal sourcing to portfolio management, discover how AI tools and techniques enable firms to identify opportunities, assess risks, and drive value creation.
5:10 - 5:30 - Break
5:30 - 6:10 - Value Creation in Alternative Investments
Kevin Kaiser, Adjunct Full Professor of Finance and Senior Fellow, Harris Family Alternative Investments Program
In this session on Value Creation, we will discuss what it means to create value and present the tools and business models behind various alternative investment strategies and summarize some of the empirical and anecdotal evidence on the question of value creation.
6:10 - 7:30 - Closing Remarks followed by a Cocktail & Networking Reception
ABOUT THE HARRIS FAMILY ALTERNATIVE INVESTMENTS PROGRAM
The Harris Family Alternative Investments Program ("Harris Program"), established in 2019, is an innovative initiative at The Wharton School of the University of Pennsylvania designed to expand co-curricular opportunities for Wharton students in the field and bring together alumni and industry experts through events and dynamic programming.
At its core, The Harris Program is a global hub for cutting-edge research produced by Wharton’s distinguished faculty in collaboration with practitioners, policy makers, alumni and students. This research plays a crucial role in Wharton’s leadership in financial economics. Specifically focused on alternative investments, the program supports projects that advance knowledge in this field, delivering insights strategically valuable for decision-makers pursuing excellence in investment practices. The research agenda acknowledges the impact of market dynamics, regulatory shifts, and the increasing globalization of financial services and institutions.
The Harris Program is funded by Josh Harris, a 1986 undergraduate alumnus and the founder of 26North, a next-generation multi-asset class alternatives platform. Before establishing 26North, Josh co-founded Apollo Global Management, serving as a senior managing director and director for over 30 years. Additionally, he is the founder and managing general partner of Harris Blitzer Sports & Entertainment.
The Harris Family Alternative Investments Program ("Harris Program"), established in 2019, is an innovative initiative at The Wharton School of the University of Pennsylvania designed to expand co-curricular opportunities for Wharton students in the field and bring together alumni and industry experts through events and dynamic programming.
At its core, The Harris Program is a global hub for cutting-edge research produced by Wharton’s distinguished faculty in collaboration with practitioners, policy makers, alumni and students. This research plays a crucial role in Wharton’s leadership in financial economics. Specifically focused on alternative investments, the program supports projects that advance knowledge in this field, delivering insights strategically valuable for decision-makers pursuing excellence in investment practices. The research agenda acknowledges the impact of market dynamics, regulatory shifts, and the increasing globalization of financial services and institutions.
The Harris Program is funded by Josh Harris, a 1986 undergraduate alumnus and the founder of 26North, a next-generation multi-asset class alternatives platform. Before establishing 26North, Josh co-founded Apollo Global Management, serving as a senior managing director and director for over 30 years. Additionally, he is the founder and managing general partner of Harris Blitzer Sports & Entertainment.
EVENT DETAILS
Date: Thursday, September 26, 2024
Time: 2:00 - 7:30 PM ET
Location: The Study at University City, 20 S 33rd Street, Philadelphia, PA 19104
Should you need accomodations, please book directly through the hotel at 215-387-1400 or online.
Thank you to our Event Sponsor
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Thank you to our Annual Corporate Sponsors
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