2014 CIO Leaders in Alternative Investing Summit

November 12, 2014
Union League Club, New York
Speakers including Howard Marks, Scott Evans, Will Thorndike, Bill Ackman, Billy Quinn



Kellogg Alternative Investment Network

 CIO Leaders in Alternative Investing Summit

Wednesday, November 12, 2014   |   8 AM - 5 PM   |   The Union League Club 38 E 37th Street

LPs and investment managers gather in a peer format to discuss current challenges, issues
and assumptions in today’s rapidly-changing investing environment.



Planning Commitee

CHAIR: Cathy Tse, Partner &
Head of Public Equities,
Corrum Capital Management

Hagai Barlev
, Founder
Taranis Group

Brian Chu
, Co-Founder &
Managing Partner
HighVista Strategies

Gregory Dyra
, Managing
Member, Obair Capital, LLC 

Stephan Hartman,
Managing Director 
Apollo Global Management

Andrea Ho,
Managing Director
Kemnay International

Spencer P. Hoffman,
Managing Director
Lovell Minnick Partners

Christina W. Morin

Managing Principal, 
Graham Partners

Dave Tsung, Head of Hedge 
Fund Investments,  
Zurich Alternative Asset 

Kristopher Zdyb, Principal, Jerica Capital Management

Steering Commitee

Chas Cocke, Co-Founder & Managing Director, Investure

Ken Glassman, CEO & CIO, RWN Management

Aly Jeddy, Partner, The Abraaj Group

Kim Lew, Co-CIO, Carnegie Corporation of New York

David Marcus, Managing Director, SHL Capital

Brian O'Neil, CIO, The Robert Wood Johnson Foundation

Rebecca Patterson, CIO, The Bessemer Trust

Larry Schloss, President, Angelo Gordon







Wharton Private Equity & Venture Capital Association (WPE&VC) is proud to host its fourth annual CIO Leaders In Investing Summit on November 12th in conjunction the Kellogg School of Management at Northwestern University.

In 2014, the Summit will again attract 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 money managers and investment officers.  


This year's Summit will revolve around the broad topic of disruption and disintermediation in the investment industry and leadership against this backdrop.  Panel topics will be broad in scope and designed to identify value-creating strategies to better navigate today’s increasingly complex economic environment.  Disruptor topics will be focused and brief, designed to give the audience insight into emerging trends which will alter the landscape of specific industry segments.


8:30am  Welcome & Introduction 

8:40am  Opening Keynote Address 
Howard Marks, Chairman, Oaktree Capital Management

9:20am  PANEL - The CIO View: Sources of Risk & Return 
MODERATOR: Dave Tsung, Head of Hedge Fund Investments, Zurich Alternative Investments
Brian O'Neil, Chief Investment Officer, The Robert Wood Johnson Foundation
Gumersindo Oliveros, CEO and CIO, KAUST Investment Management
Rebecca Patterson, Managing Director & CIO, Bessemer Trust
Shawn Wischmeier, Chief Investment Officer, Margaret A. Cargill Philanthropies
10:00am  BREAK 
10:15am  Keynote - Outlook on Energy
Billy Quinn, Founder & Managing Partner, BQ Capital Partners and former Co-Managing Partner, Natural Gas Partners

10:50am  PANEL - The Future of Private Equity: Young Leaders' Perspective
MODERATOR: Harry Kraemer, Clinical Professor of Strategy at Kellogg, Executive Partner at Madison Dearborn and former Chair & CEO of Baxter
Ahmad Ali, Managing Director, Auldbrass Partners
David Koh, Global Head of Third Party Investments, Deutsche Asset & Wealth Management
Gordon Pan, Managing Partner, Baird Capital
Bret Pearlman, Partner, HRS Management
Aaron Sack, Managing Director, Morgan Stanley Investment Management
11:50am  A Fireside Chat Keynote
Scott Evans, Chief Investment Officer, New York City Retirement Systems
interviewed by Jerome Kenney, Senior Advisor, BlackRock

12:30pm  Luncheon 

1:00pm  Disruptor Discussions and Q&A
Michael Taormina, Co-founder & CFO, CommonBond - Lending Markets / Crowd Financing 
Hardeep Walia, Chief Executive Officer, Motif Investing - 
Financial Investment Platform  
Sam Hocking, Founder & CEO, iMatchative - Financial Services/On Line Investing 

2:30pm  PANEL - Dislocations in Credit: Risk & Opportunity
MODERATOR: Ken Lee, Associate Director of Investment, Carnegie Corporation of New York
Brad Bauer, Partner, Värde Partners
Michael Gross, CEO, President & Chair of the Board, Solar Capital
Greg Lippmann,  Co-Founder & CIO, LibreMax
Steve Vaccaro, CIO and Co-President, CIFC Asset Management
3:10pm  BREAK 
3:30pm  A Discussion on Liquid Alternatives
Steve Nesbitt, Chief Executive Officer, Cliffwater, LLC
Warun Kumar, Senior Managing Director & Portfolio Manager, Alternative Investments, Virtus Investment Partners

4:10pm  A Fireside Chat Keynote
Will Thorndike, Founder & Managing Director, Housatonic Partners and Author of "The Outsiders: 8 Unconventional CEOs"
interviewed by Bill Ackman, Founder, CEO & Portfolio Manager, Pershing Square Capital Management

5:00pm  Closing Remarks 

Pricing: Click appropriate category below to register:

Limited Partner Pricing COMP**

Save with the special bundle: $515 includes both Event Registration ($445) + Annual Membership ($100) (to qualify you must be an alum actively investing third party capital in deals, for further details view: http://www.wpen.org/memsub.html) 
** Limited complimentary admissions are available for public pension plans, university and foundation endowments and family offices who may not have a budget for conference participation. Email Stephanie McAlaine to inquire smcalaine@wpen.org. 
Seating is limited.  The Summit is unique from other similar events in that it is exclusively peer-to-peer, hence registration is open only to those who are institutionally sized alternative investors including private equity and venture capital GPs, Institutional LP and Hedge Fund investors.    
Wednesday November 12, 2014

Time: 8:00 AM - 5:00 PM
Location: The Union League | 38 E 37th Street
New York, New York




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