CIO Summit Agenda 

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
 

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Agenda timing subject to change.

7:45 AM  REGISTRATION, BREAKFAST, NETWORKING

8:30 AM  WELCOME 

8:40 AM  A Market Outlook: Peter Linneman, Principal & Founder, Linneman Associates


9:20 AM  The CIO Playbook 

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


10:10 AM  NETWORKING BREAK   

10:45 AM  FIRESIDE CHAT: Frank Bruno (WG'96), CEO & CIO, Cerberus 

 

11:30 AM  PANEL SESSION: Searching for Liquidity in a DPI Desert

  • Jim Neary (KSM’92), Managing Director and Co-Head of U.S. Private Equity, Warburg Pincus
  • More speakers to be announced


12:15 PM  LUNCHEON & FIRESIDE CHAT:  Jamie Dinan (W'81), Founder, York Capital Management 


1:30 PM  NETWORKING BREAK 


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

  • David Gilmore,  Chief Investment Officer, Harry and Jeanette Weinberg Foundation
  • More speakers to be announced
     

3:00 PM  FIRESIDE CHAT: Sumant Mandal (KSM'00), Co-Founder & Managing Partner, March Capital

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
     
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Thank you to our Sponsors  


CIO SUMMIT SPONSORS
 

Silver Sponsor
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Bronze Sponsor

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Technology Partner

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ANNUAL CORPORATE SPONSORS

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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