CIO Summit Agenda 

The Wharton PE & VC Alumni Association and the Kellogg School of Management are proud to host the 14th annual CIO Alternative Investments Summit, a premier, full-day conference bringing together a highly curated audience of GPs and LPs for thought-provoking discussions and meaningful connections. 


Date:  Tuesday, December 9, 2025
Time:  7:45 AM - 5:30 PM ET 
Location:  New York Athletic Club, 180 Central Park S, New York 10019
 

event-page registration--1-
  

7:45 AM  REGISTRATION, BREAKFAST, NETWORKING

8:30 AM  WELCOME 

8:40 AM  A Market Outlook: Peter Linneman, Professor Emeritus, The Wharton School and Principal & Founder, Linneman Associates

9:20 AM   FIRESIDE CHAT: Frank Bruno (WG'96), CEO & CIO, Cerberus in conversation with Lance Crist (WG'91), Former Global Head of Equity, Infrastructure at IFC (International Finance Corporation)
 

10:05 AM  NETWORKING BREAK   

10:45 AM  The CIO Playbook 

  • Moderator: Joe Dowling, Senior Managing Director and the Global Head of Blackstone Multi-Asset Investing (BXMA)
  • Nickol Hackett (WCAS '92, KSM '97), CIO and Treasurer, The Joyce Foundation
  • Brian Neale, CIO, Nebraska University Foundation


11:30 AM  Searching for Liquidity in a DPI Desert

  • Antoine Drean (WG'92), Founder & Managing Partner, Palico 
  • Jim Neary (KSM’92), Managing Director and Co-Head of U.S. Private Equity, Warburg Pincus

12:15 PM  LUNCHEON & FIRESIDE CHAT:  Jamie Dinan (W'81), Founder, York Capital Management in conversation with Ashish Shah (W'92), Chief Investment Officer and Co-Head, Public Investing, Goldman Sachs Asset Management


1:30 PM  NETWORKING BREAK 


2:15 PM  Navigating Investing in the Changing VC Market: Megafunds, Seed Managers & More 

  • Deven Parekh (W'91), Managing Director, Insight Partners
  • David Gilmore,  Chief Investment Officer, Harry and Jeanette Weinberg Foundation
  • Alice Ruth, Chief Executive Officer, Dartmouth College Investment Office
  • Emma Somers-Roy, Chief Investment Officer, Mass General Brigham Investment Office
     
3:00 PM  FIRESIDE CHAT: Sumant Mandal (KSM'00), Co-Founder & Managing Partner, March Capital in conversation with Shailesh Rao (W'93, KSM'99), Founder and General Partner of Arc180

3:50 PM  CLOSING 

4:00 - 5:30 PM  COCKTAILS & NETWORKING RECEPTION 

Agenda timing subject to change.
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.
     
  • LP scholarships are available to not-for-profit public pensions, foundations, and endowments. LPs will also submit an Invitation Request. 
     
  • QUESTIONS: Contact jsimons@wpevc.org
     
event-page registration--1-

     

Thank you to our Sponsors  


CIO SUMMIT SPONSORS
 

Silver Sponsor
ppr_management_logo-navy--4-





Bronze Sponsor

empirecolor


intelligo-logo-navy


palico-black_hor


Technology Partner

iconnectionstextlogo-purple-2x-new

 

 


 
ANNUAL CORPORATE SPONSORS

jm_horizontal_rgb
 
morgan-lewis-logo-new-background
 
newamsterdam-no-background
 
wtw-no-background
 
 


BECOME A SPONSOR

Reach an exclusive and curated audience of private equity, venture capital, private credit and other private alternative investors and allocators.

Explore sponsorship opportunities of the 2025 CIO Summit. Contact Jen Simons, Executive Director, at jsimons@wpevc.org