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).

Keynote Speakers 
Colony Capital 



Angelo Gordon



First Reserve

Jeff Ubben

8:00am  Registration, Continental Breakfast & Networking

8:30am  Welcome & Introduction 

8:40am  Keynote
Jeff Ubben, Founder, Chief Executive Officer and Chief Investment Officer, ValueAct Capital
interviewed by Gregg Feinstein, Managing Director & Head of M&A, Houlihan Lokey and Mihir Meswani, Portfolio Manager, Deutsche Strategic Equity Long/Short Fund

  PANEL - The View on Emerging Managers
MODERATOR: Ken Lee, Associate Director of Investment, Carnegie Corporation of New York
Jennifer Bloom, Managing Director - Capital Introductions
Leslie Lake, Managing Director and Co-Founder, Invus Financial Advisors
Darren Levy, Managing Director & Head of Capital Introductions Group, Morgan Stanley

10:40am  Keynote
William E. Macaulay, Chairman & Co-CEO, First Reserve
interviewed by Bill Spindle, Senior Writer, Global Energy, Wall Street Journal

11:20am  Keynote

Michael Gordon, Co-Founder & CIO, Angelo Gordon
interviewed by David Spungen, CEO, Hillview Capital Advisors, LLC

12:20pm  Luncheon

1:00pm  Disruptor Discussions and Q&A
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

Ram Ahluwalia
  Greg Grimaldi
    Credit Suisse
  NEXT Investors
  Leigh Drogen

2:30pm  PANEL - Credit Opportunities in a Low Yield Environment
MODERATOR: Sean Britain, Managing Director, H.I.G. Capital, LLC | Bayside Capital, Inc.
Matt Andrews, Managing Ditector, Head of Structure Products, CIFC Asset Management
Rana Mitra, Managing Director, Atalaya Capital Management 
Adam Piekarski, Director, MSD Partners, L.P.
Gordon Watson, Principal, Victory Park Capital
3:30pm PANEL - CIO Outlook: Current Issues for Endowments, Pensions & Foundations
MODERATOR: Kim Lew, Co-CIO, Carnegie Corporation of New York
Anne Dinneen, CIO, Hamilton College
Michael Reist, CIO, Phillips Academy
Sarah Samuels, Deputy CIO, MassPRIM

4:20pm  Closing Keynote
Thomas J. Barrack, Jr., Founder and Executive Chairman, Colony Capital

5:00pm  Conclusion
The Summit consistently attracts world-class investors and thought-leading allocators, who are alumni from all schools, for a powerful day of networking and high-level discussions of the most critical issues confronting money managers and investment officers.  Several important factors distinguish this Summit from other conferences.
  • 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.
New York Athletic Club
180 Central Park South
New York, NY
8 AM - 5 PM (subject to adjustments)
Limited Seating - View Tickets Here
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

Cancellation Policy Cancellations for a refund must be received via email to jsimons@wpevc.org by Monday, November 2 at 9pm EST.  Substitutions are welcome at any time, both in advance via email and at the door during registration.  


Thank you to our Lead Sponsor

Thank you to our Supporting Sponsor

2015 CIO Committees:
Jonathan Ben-Horin, Principal, Elm Park Capital Management 
Kris Zdyb, Principal, Jerica Capital Management 

Steering Committee
Ken Glassman, CEO & CIO, RWN Management
Kim Lew, Co-CIO, Carnegie Corporation of New York
Will McLean, Vice President & CIO, Northwestern University Investment Office
Brian O'Neil, CIO, The Robert Wood Johnson Foundation
Terry Purcell, Executive Vice President Portfolio Management, Permal Group
Larry Schloss, President, Angelo Gordon
Greg Williamson, CIO, American Red Cross
Shawn Wischmeier, CIO, Margaret A. Cargill Philanthropies

Planning Committee
Stephan Hartman, Head of Activism/M&A, Houlihan Lokey
Spencer Hoffman, Managing Director, Lovell Minnick Partners
David Landau, PE Allocation, YMCA
Ken Lee, Associate Director of Investments, Carnegie Corporation of New York 
Christina Morin, Managing Principal, Graham Partners Inc
Mary Parrinelli, Managing Director, Angelo Gordon
Tina Sodhi, Partner, Triago