Expression of Interest for Sold Out GP/LP Leaders In Investing Summit

Please Use This Section to Access Wait List Tickets


CIO/CEO Leaders in Investing Summit
June 21, 2011 - The Metropolitan Club of New York
One East 60th Street, New York, New York

**General tickets are currently sold out, please use the links below to be added to our wait list - please be sure to include your firm name.  You will be notified by email if space is available - please note that we will offer first preference to LPs/allocators in order to achieve a balance of LPs/GPs.**


Join world-class investors and thought-leading allocators for a powerful day of networking and high-level discussions of the most critical issues facing today’s investment officers. Topics are broad in scope and designed to identify value-creating strategies to better navigate today’s increasingly complex economic environment.

Event Wait List Tickets - Click Here


Afternoon Only Ticket (starting at 1:30pm) - Click Here


Note: The conference is a unique, peer-only event open solely to those who are actively allocating or investing 3rd party capital


Summit Participants include:


Kristin Gilbertson

Chief Investment Officer

University of Pennsylvania

Nancy Donohue

Chief Investment Officer

Summit Rock Advisors

Eric Upin

Chief Investment Officer

Makena Capital Management

Brian O’Neil

Chief Investment Officer

Robert Wood Johnson Foundation


David Salem

Managing Partner & CIO

Windhorse Capital Management


Tina Surh

Chief Investment Officer

New York University


D. Ellen Shuman

Chief Investment Officer

Carnegie Corporation


Charles "Chas" Cocke

Co-Founder, Managing Director



Srinivas Pulavarti

President & CIO

University of Richmond


Paul Singer

Founding Partner

Elliott Associates


Howard Marks


Oaktree Capital Management


Bill Ackman


Pershing Square


Leon Cooperman

Chairman and CEO

Omega Advisors


Joel Greenblatt


Gotham Capital


Ron Gutfleish

Managing Member

Elm Ridge Capital


David Abrams
Managing Member

Abrams Capital


CIO/CEO Leaders In Investing Summit Agenda


7:15 - 9:30 am Registration & Continental Breakfast

Morning Keynote #1           
Surely You're Joking: Questions & Suggestions for Principals & Agents

David Salem, CEO/CIO, Windhorse Capital


Morning Keynote #2           

Equities - The Best House in the Financial Asset Neighborhood
Leon Cooperman, Chairman & CEO, Omega Advisors


9:30 - 10:15 am

Concurrent Breakout Sessions

Macro Outlook: Maintaining Purchasing Power In An Uncertain Environment

Moderator: Nancy Donohue, Managing Partner, Summit Rock Advisors

• David Abrams, Managing Member, Abrams Capital
• Alex Cook, CEO & CIO, Fortress Partners Funds
• Mark Yusko, CEO & CIO, Morgan Creek Capital Management


Empty Rooms: Top Investors Talk about Today’s Hidden Values

Moderator: Michael van Biema, Founder, van Biema Value Partners

• Larry Robbins, CEO, Glenview Capital Management

• Thomas Russo, Partner, Gardner Russo & Gardner

• Ron Gutfleish, Managing Member, Elm Ridge Capital



10:30 - 11:15 am

Concurrent Breakout Sessions


Reinventing the Fund of Fund Model – Top Managers Debate Growth Strategies

Moderator: Ken Shoji, Principal, Stissing Lake Advisors

• Chuck Clarvit, Co-Head, Blackrock Alternative Advisors

• Luke Ellis, Head of Multi-Manager Platform, Man Investments

• Joel Gantcher, Director of Research, Cadogan Management


Day One Investors: What To Look For In Outperforming Funds

Moderator: Sky Wilber, Managing Member, Dakota Advisors

• Charles "Chas" Cocke, Co-Founder, Managing Director, Investure

• Mark Eaker, Co-Founder, Sire Management

• D. Ellen Shuman, CIO, Carnegie Corporation


 11:20 - 11:50 am
 Mid Morning Keynote     


 Navigating in the Face of Profound Magnetic Fields & Gravitational Forces

 Eric Upin, CIO, Makena Capital Management

Noon - 1:30 pm

Luncheon & Keynotes

Keynote #1

Keys to Success in a Low Return World

Howard Marks, Chairman, Oaktree Capital Management


Keynote #2  

The Shape of the Next Crisis
Paul Singer, Founding Partner, Elliott Associates


1:45 - 2:30 pm
Concurrent Breakout Sessions


How Is the Endowment Model Evolving?

Moderator: Soo Chuen Tan, Managing Partner, Discerene Value Advisors

• Christine Kelleher, Acting CIO, Georgetown University
• Kristin Gilbertson, CIO, University of Pennsylvania

• Brian O’Neil, CIO, Robert Wood Johnson Foundation

• Tina Surh, CIO, New York University


Prospecting For Value in The Energy Sector

Moderator: Bruce Schulman, Managing Director, NGP Energy Technology

• Jonathan Farber, Co-Founder, Lime Rock Partners

• Jeffrey Harris, Managing Director, Warburg Pincus

• Brian Frank, Managing Director, MSD Capital


2:45 - 3:15 pm Afternoon Keynote


Afternoon Keynote         Bill Ackman, Founder, Pershing Square


3:30 - 4:15 pm
Concurrent Breakout Sessions


Debate: The Long-Term Role of Hedge Funds in Institutional Portfolios

Moderator: Edgar Barksdale, Jr, CEO, Federal Street Partners

• David Marcus, CIO, The Juilliard School

• Srinivas Pulavarti, President & CIO, University of Richmond / Spider Management
• Ryan Roderick, Managing Director, Goldman Sachs Hedge Fund Strategies


Family Offices: Risk-Return Tradeoffs & Opportunities For Taxable Investors

Moderator: Andrea Markezin, President, Marujupu

• Jim Ruddy, President, Keswick Management

• Austin Shapard, President, Rockefeller Financial

• Mark Castelin, Director, Harris myCFO


4:20 - 5:00 pm Closing Keynote


The Big Secret for Value Investors
Joel Greenblatt, Founder, Gotham Capital


Additional Instructions:

The conference is a unique, peer-only event open solely to those who are actively allocating or investing third-party capital.



Event Wait List Tickets - Click Here


Afternoon Only Ticket (starting at 1:30pm) - Click Here