2025 Annual Alumni Forum & Dinner - Register to Attend! 

Wharton and UPenn alumni who are private equity, venture capital, and other private alternative investors or allocators are invited to attend this marquee event.

Whartowpevc---dinner---square-bluen Private Equity & Venture Capital Alumni Association (WPEVC) is excited to invite our global community to join us at the Annual Alumni Forum & Dinner on April 8th in New York.  

This must-attend event attracts 200 WPEVC alumni to re-connect and re-engage around the common bond of the Wharton/UPenn education and the private investment industry. 

 
 
Highlights of the event include:
 
  • Afternoon panels featuring alumni or subject matter experts covering topics that are top of mind to an audience of investors and allocators
     
  • Expanded afternoon networking break 
     
  • A featured keynote speaker related to the business of PE/VC
     
  • A reception-style dinner featuring an open bar and themed meet-up areas to optimize networking
     

register-now
 


FIRESIDE CHAT KEYNOTE
Join us for an engaging fireside chat with Scott Kleinman (W’94), Co-President of Apollo Asset Management, where he has been a key leader since the firm’s inception in 1996. The discussion will be led by Larry Schloss (WG’78), whose distinguished career includes leadership roles at Marathon Asset Management, Angelo Gordon, and the New York City Retirement Systems.

Don’t miss this insightful conversation between two industry leaders! View their bios.
 
kleinman         schloss
Scott Kleinman    Larry Schloss

 
AGENDA 
 
1:00 PM  Registration 

1:30 PM  Plenary Panel
     
     Limited Partner Insights 
  • Jon-Michael Consalvo (WG'17)  – CIO, Carnegie Corporation
  • Timothy Mullen (WG'12) – Founder, Laurelton Management
  • Deborah Medenica (WG'97) – Senior Investment Officer, New York State Common Retirement Fund
  • Elaine Chan (W’05) – Managing Director, Harvard Management Co. (Moderator)

2:30 PM  Concurrent Breakouts

      Capital Solutions for Middle Market PE
  • Justin Goldberg (WG'14) – Managing Director, BTG Pactual Strategic Capital
  • Matt Kretzman (C'07) – Managing Director, Global Head of PE Capital Markets, H.I.G.
  • Kenneth Saffold (WG'05) – Co-founder & Managing Partner, o15 Capital Partners
  • Alex Stevenson – Co-head of Capital Advisory, Lincoln International (Moderator)
     
     Beyond the Deal: Unlocking Value Creation for Maximum Returns
  • Ariel Garcia (WG'07) – Partner, OceanSound Partners
  • Samiksha Gupta (WG'14), Private Equity Operating Partner, Mubadala
  • Amanda Greenberg (WMP'20) – Operating Partner, ElevenX Capital
  • Drew Scielzo (W'95) – Operating Partner, ACON Investments
  • Josh Jacobs – Managing Director, Alvarez & Marsal (Moderator)

3:20 PM  Networking Break 

4:20 PM  Concurrent Breakouts

     Emerging Managers on the Hunt for Alpha
  • Amy Duffuor (WG'18) – Co-founder and General Partner, Azolla Ventures
  • Daphne Dufresne (W'94) – Managing Partner, Awani Capital
  • Matt Leeds (WG'11) – Founder and Managing Partner, Forward Consumer Partners
  • Alex Rose (WG'06) – Managing Partner, Catchment Capital 
  • Jason Breemen (WG'02) – Managing Partner, The New Amsterdam Group (Moderator)
     
     The Rise of Secondaries & CVs
  • Richard Chow (W'95, WG'01) – Partner, PJT Park Hill
  • Ryan Smith – Managing Director, Hamilton Lane 
  • Joseph Feng (W'14) – Director, BlackRock
  • Joe Zargari – Partner, Morgan Lewis (Moderator)
     
5:30 PM  Fireside Chat  
  • Scott Kleinman (W’94) – Co-President, Apollo Asset Management, in conversation with Larry Schloss (WG’78) – Vice Chairman, New York Police & Fire Widows & Children's Benefit Fund

6:30 - 8:30 PM  Reception-style Dinner & Networking   

EVENT DETAILS

Date: Tuesday, April 8, 2025
Time: 1:00 - 8:30 PM
Location:  New York Athletic Club, 180 Central Park S, New York, NY 10019 
Open to Wharton/UPenn alumni who satisfy the membership eligibility below.

register-now

Thank you to our Event Sponsors!

GOLD SPONSOR:   ppr_management_logo-navy--4-

 

SILVER SPONSORS: 
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lincoln_international_logo

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AFTERNOON BREAK SPONSOR:
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TECHNOLOGY PARTNER:

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Thank you to our Annual Corporate Sponsors! 
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morganlewisnew
newams   

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Learn about sponsorship opportunities.
Email Jen Simons, jsimons@wpevc.org
 

ADDITIONAL DETAILS

Membership Eligibility: 
Wharton Private Equity & Venture Capital Alumni Association is open to private equity, venture capital, or other private alternative investors or allocators AND who have graduated from The Wharton School or the University of Pennsylvania.  

Investment professionals include those who are investing equity capital in venture-stage companies, growth equity, buyouts, real estate, take-privates, or secondaries from a dedicated firm, family office, institutional limited partners, or professionals who manage third-party fund-of-funds targeting the private equity and venture capital space.  Mezzanine debt /private debt and angel investors who invest actively in private companies may also qualify. 

Cancellation Policy: 
Cancellations must be received via email to jsimons@wpevc.org by Monday, March 31 to receive a refund, less a $15 processing fee. Substitutions are welcome in advance or on-site but guests must meet the membership eligibility outlined above.

Room Block:  A limited room block is available at the New York Athletic Club at a rate between $320 - $355++ per night. Please call the reservations line at 212-767-7135 or email reservation@nyac.org and refer to "Wharton 2025". Rooms should be booked by March 11th otherwise it is based on availability. 

Dress Code: 
A jacket and collared shirt are required for men. Women should dress with equal formality.  Jeans are not permitted. 

Questions with registration or log-in: 
Contact Jennifer Simons, jsimons@wpevc.org 

Alumni Volunteers    


PLANNING COMMITTEE

Chirag Chotalia, WG'13, Threshold Ventures
Javier Davila, W'06, o15 
Alina DiMeglio, WG'14, Tessa Capital Partners
Katie Fullalove, WG'13, GenNx360 Capital Partners
Aditya Govil, WG'22, VSS Capital Partners
Amanda Greenberg, WMP'20, ElevenX Capital
William Guo, WG'19, BTG Pactual
Vivek Jain, WG'14, H.I.G. Capital
Albert Hu, W'18, Neuberger Berman
John McCarty, W'99, Star Mountain Capital
Mark Solovy, L'96, Monroe Capital LLC
Catrina Wang, WG'23, Portal Ventures
Assiatu Williams, WG'20, TZP Group
Yue Xi, WG'19, Brightstar Capital Partners
 
 
ALUMNI AMBASSADORS

Tom Courtney, WG'90, The Courtney Group
Rob Driscoll, WG'95, Driscoll Holdings LLC
Rakesh Vaidyanathan, WG1, Exfinity Ventures
Anna Haskell, WG'02, AVM Investments, LLC
Karanjit Arora, W’04, Columbus Hill Capital
Philipp Stauffer, WG'04, FYRFLY Venture Partners
Bordon Lai, WG'09, Beach Point Capital
Rahul Sanghavi, WG'10, EvolutionX 
Carmen Feliciano, WG'11, Access Ventures
Artem Milinchuk, WG'12, FarmTogether
Brandon Hoffman, WG'15, Sunset Ventures
Angel Saad Gomez, WG'18, 1Cardinal Capital
James Carroll, WG'19, Wharton Alumni Angles
Snigdha Srinadhuni, WG'20, Gulf Capital 
Sam Herzig, WG'21, CSC Generation
Ryan Morley, WEMBA'21, SpringTide
Diana Tian, WG'22, Arlington Capital Partners
Shradha Bakliwal, WEMBA'22, Private Investor
Deniz Demirci, WG’23, IFC
Garuth Acharya, WG23, 8090 Industries LLC
Youssef Kalad, WG'23, AlleyCorp
Dolapo Salawu, WG’23, Morgan Stanley
Rohil Bhatnagar, WG'24, FoW Partners
Sarah Mironov, WG'24, Brighton Park Capital
Alice Suh, W'24, Realterm
 

Help build alumni engagement and promote the event to your cohorts.

Learn more and sign up to be an
Alumni Ambassador.
 

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