2025 CIO Summit
The Wharton PE & VC Alumni Association and the Kellogg School of Management proudly host the 14th annual CIO Alternative Investments Summit, December 9, 2025 in New York.
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.
Several important factors distinguish the CIO Summit:
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Focused on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment;
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An invitation only, peer setting of senior level alternative investors;
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Closed to the media to encourage candid discussion;
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Hosted by two top-tier university-based organizations, but open to alumni of all schools
The CIO Summit is a premier, full-day conference bringing together a highly curated audience of GPs and LPs for thought-provoking discussions and meaningful connections. The agenda features insightful keynote speakers, a dynamic CIO plenary session, and panels with leaders across private equity, and venture capital.
Conversations will explore the forces shaping today’s private markets, from the macroeconomic and geopolitical outlook—including trade policy and interest rates—to the evolving venture capital landscape, shifting credit markets, trends in private equity, and tech investing and the implications of AI. Managers and allocators alike will share candid perspectives on the opportunities and challenges ahead for the alternative investment ecosystem. Throughout the day, attendees will have ample opportunities to connect and exchange ideas, culminating in a closing cocktail reception.
Keynotes
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| Frank Bruno | Jamie Dinan | Sumant Mandal | ||||
| CEO & CIO Cerberus |
Founder York Capital Management |
Founder & Managing Partner March Capital |
Speakers
Joe Dowling, Senior Managing Director and the Global Head of Blackstone Multi-Asset Investing (BXMA)
David Gilmore, Chief Investment Officer, Harry and Jeanette Weinberg Foundation
Yup S. Kim, CIO, Texas Municipal Retirement System (TMRS)
Nickol Hackett, CIO and Treasurer, The Joyce Foundation
Brian Neale, CIO, Nebraska University Foundation
Jim Neary, Managing Director, Co-Head of U.S. Private Equity, Warburg Pincus
Event Details
Time: 8:00 AM - 5:30 PM ET
Location: New York Athletic Club, 180 Central Park S, New York 10019
Room Block: A limited room block is available at the New York Athletic Club with rates at $370++ (Premier Queen and $395++ (Deluxe Queen) per night. Please call the reservations line at 212-767-7135 or email reservation@nyac.org and refer to "CIO Summit 2025". Rooms are based on availability but should be booked no later than November 20th.
Registration
Registration is by invitation. Prospective attendees are required to complete a brief qualifying survey. Attendance is subject to approval, and approved participants will receive a private registration link.
WHARTON PE & VC MEMBERS, LOG IN & REGISTER (please do not create a new record, email jsimons@wpevc.org for support)
FOR ALL OTHERS, PLEASE COMPLETE THE INVITATION REQUEST
Attendance & Eligibility
- Who is invited to register: Institutionally sized investors who are GPs (such as Private Equity, Venture Capital, Private Credit, Hedge Fund, Single or Multi Family Offices) or LPs, (including SFO/MFO, Endowment, Foundation, Pensions or Sovereign Wealth Funds).
- LP scholarships: offered to not-for-profit public pensions, foundations, and endowments.
- Investment professionals from all schools are welcomed.
- A discounted rate is offered to qualifying Wharton/UPenn and Kellogg/Northwestern alumni.
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