Wharton/Kellogg CIO Summit Agenda
Event Details
Date: Thursday, December 5, 2024
Time: 8:00 AM - 6:30 PM ET
Location: New York Athletic Club, 180 Central Park S, New York 10019
8:00 AM REGISTRATION, BREAKFAST NETWORKING
9:10 AM WELCOME
9:15 AM STATE OF THE MARKETS: Torsten Slok, Partner & Chief Economist, Apollo Global Management
10:00 AM CIOs UNPLUGGED: RETIRED LEGENDS OPEN UP
- Britt Harris, CEO/Founder, On Eagles Wings Advisors & Former CEO/CIO, UTIMCO
- Christopher Ailman, former CIO, California State Teachers’ Pension Plan, (“CalSTRS”)
- Ash Williams, Vice Chair JP Morgan Asset Management and former Executive Director & CIO, FL State Board of Administration
10:45 AM NETWORKING BREAK
11:15 AM FIRESIDE CHAT: David Kabiller (WCAS‘85, KSM’97), Co-Founder & Head of Business Development, AQR Capital Management in conversation with Francesca Cornelli, Dean and Donald P. Jacobs Chair of Finance, Kellogg School of Management
11:15 AM FIRESIDE CHAT: David Kabiller (WCAS‘85, KSM’97), Co-Founder & Head of Business Development, AQR Capital Management in conversation with Francesca Cornelli, Dean and Donald P. Jacobs Chair of Finance, Kellogg School of Management
12:15 PM - LUNCHEON & THEMED TABLE TOPICS
New this year we have themed table topics to foster meaningful networking and conversation during lunch. A list of topics and facilitators can be viewed here. Seating is unassigned and available on a first-come, first-served basis. Open tables will be available too.
New this year we have themed table topics to foster meaningful networking and conversation during lunch. A list of topics and facilitators can be viewed here. Seating is unassigned and available on a first-come, first-served basis. Open tables will be available too.
1:30 PM - CONCURRENT BREAKOUTS
EMERGING MANAGERS
- MODERATOR: Chris Winiarz (KSM’11), CIO, Stable
- Elizabeth Browne (KSM'13), Managing Director, GCM Grosvenor
- Sheryl Mejia (WG'94), Managing Partner, Steward Asset Management
NON-CORRELATED ASSETS
- MODERATOR: Mark Gerson - Co-Founder, Gerson Lehrman
- Todd Buys (KSM'08) - Managing Director, Declaration Capital
- Madeline Lissner (WG'14) - Chief Commercial Officer, Sotheby’s
- Chris Rodzewicz (WG'04) - Partner, Cloverlay
- Deepika Sharma, Director of Portfolio Construction Research, BlackRock
2:15 PM NETWORKING BREAK
2:45 PM INVESTING IN AI
- MODERATOR: Kartik Hosanagar, John C. Hower Professor of Technology and Digital Business and a Professor of Marketing, The Wharton School of the University of Pennsylvania
- Charles Birnbaum (WG/MA'11, CAS'03) - Partner, Bessemer Venture Partners
- Alex Schmelkin, Founder & CEO, Sixfold
- Igor Arsovski, Chief Architect & Fellow, Groq
3:30 PM BREAK
3:45 PM FIRESIDE CHAT: David Mussafer (WG'90) - Chairman and Managing Partner, Advent International in conversation with Julia Mord (WG'06), Deputy CIO, Tulane Investment Management Office
4:30 PM CIO INSIGHTS: THE TOTAL PORTFOLIO APPROACH
- MODERATOR: Anne Dinneen (WG'10) - CIO, New York-Presbyterian Hospital
- Dave Azad, Co-CIO, MIO Partners
- Katie Wyatt, CIO, Loyola University Chicago
5:15 - 6:30 PM COCKTAILS & NETWORKING RECEPTION
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. A discounted rate is offered to qualifying Wharton/UPenn and Kellogg/Northwestern alumni.
- Wharton PE & VC Alumni Association members: Register via this link. You must be logged in.
- All others GPs and LPs, including Kellogg alumni, should complete the Invitation Request link. If approved you will receive a direct link to process registration.
- LP scholarships are available to not-for-profit public pensions, foundations, and endowments only. Please submit the Invitaion Request.
CIO SUMMIT GOLD SPONSOR
CIO SUMMIT SILVER SPONSORS
CIO SUMMIT TECHNOLOGY PARTNER
ANNUAL CORPORATE SPONSORS
