2015 CIO Leaders In Investing Summit
Ubben, Macaulay, Gordon, Barrack and more
Wharton & Kellogg Co-Host 5th Annual Summit
New York City
Open only to Alternative Investors
CIO Leaders in Alternative Investing Summit
November 11, 2015 | 8 AM - 5 PM | New York Athletic Club
LPs and investment managers gather in a peer format to discuss current challenges, issues
and assumptions in today’s rapidly-changing investing environment.
Wharton Private Equity & Venture Capital Association (WPEVC) is proud to host its fifth annual CIO Leaders in Investing Summit in conjunction with the Kellogg School of Management’s Kellogg Finance Network (KFN).
8:00am Registration, Continental Breakfast & Networking
8:30am Welcome & Introduction
interviewed by Gregg Feinstein, Managing Director & Head of M&A, Houlihan Lokey and Mihir Meswani, Portfolio Manager, Deutsche Strategic Equity Long/Short Fund
9:20am PANEL - The View on Emerging Managers
Jennifer Bloom, Managing Director - Capital Introductions, BTIG
Leslie Lake, Managing Director and Co-Founder, Invus Financial Advisors
10:10am MID MORNING BREAK
MODERATOR: Spencer Hoffman, Managing Director, Lovell Minnick Partners
Rising stars in FinTech provide context for their innovations in the rapidly evolving sector with a particular focus on the role of New York City
Gordon Watson, Principal, Victory Park Capital
MODERATOR: Kim Lew, Co-CIO, Carnegie Corporation of New York
Michael Reist, CIO, Phillips Academy
Sarah Samuels, Deputy CIO, MassPRIM
4:20pm Closing Keynote
- Hosted by two top-tier university-based organizations, the focus is on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment.
- A peer only setting for top alternative investors who share the common interest of participating in leading edge discussions about the future of our industry, the outlook for investing, and how the rapid pace of change will impact our perspectives.
- The content goes beyond the traditional conference breakout sessions and strives to bring light to how disruption and disintermediation, across all industries, will change not only our macro investing thesis, but the way we think and invest ourselves.
180 Central Park South
Seating Open Only to:
Asset Allocators (LPs) of Endowments, Public & Corporate Pensions, Family Offices, Sovereign Wealth Funds, etc
Asset Managers (GPs) of Hedge Funds, PE/VC funds and Family
Jonathan Ben-Horin, Principal, Elm Park Capital Management