CIO Leaders In Alternative Investments Summit

Top GPs & LPs: Patricof, Aronson, Ammon, McLean, Kochard and more
Wharton & Kellogg Co-Host 6th Annual Summit
New York City
Open only to Alternative Investors



CIO Leaders in Alternative Investments Summit
    November 30, 2016 | 8 AM - 5 PM | New York Athletic Club

LPs and investment managers gather in a peer format to discuss current challenges and assumptions  

Wharton Private Equity & Venture Capital Association (WPEVC) is proud to host its sixth annual CIO Leaders in Alternative Investments Summit with the Kellogg Finance Network (KFN). Alumni from all schools who are alternative investors are welcome to this industry Summit.   

View a List of Attending Firms 


8:00am  Registration, Continental Breakfast & Networking  (9th Floor)

8:20am  Welcome & Introduction
8:30am  PANEL - CIO Perspectives: Process & Models

  • Nina Scherago, Founder, EdgeHill Endowment Partners (Moderator)
  • Anne Martin, CIO, Wesleyan University
  • Philip Rotner, CIO, Boston Children's Hospital
  • John Thorndike, Portfolio Manager - Asset Allocation, GMO, LLC

9:15am  Fireside Chat

Jason Karp, Founder & CEO, Tourbillon Capital Partners
interviewed by Ken Lee, Director of Investments, Carnegie Corporation of New York



10:20am  PANEL - International Activism

  • Harry Kraemer, Executive Partner, Madison Dearborn Partners (Moderator)
  • Carlos Botelho, CIO & Co-Founder, Limiar Capital Management
  • Drew Edwards, Managing Director, Advisory Research
  • Munib Islam, Partner and Head of Equity Research, Third Point LLC
  • Harlan Zimmerman, Senior Partner, Cevian Capital
11:15am  Fireside Chat - Asset Allocation & A Low Interest Rate Environment
Larry Kochard, CEO/CIO, University of Virginia Investment Management Company interviewed by
Mark Anson, CIO, Commonfund 

Luncheon & Fireside Chat  (11th Floor - Main Dining Room)
Jeff Aronson, Co-Founder & Managing Principal, Centerbridge Partners, L.P. interviewed by
Shawn Wischmeier, CIO, Margaret A. Cargill Philanthropies

1:15pm  Networking over Coffee & Dessert
1:45pm  PANEL - Private Equity: New Models
  • Philip A. Benyola, Jr., Principal, Director of Private Equity, Bessemer Trust
  • Ryan Caldbeck, CEO & Co-Founder, CircleUp
  • Justin Wender, Managing Director, Stella Point Capital, LP
  • Keith Williams, Partner, Crestline Investors, Inc.
2:45pm  Fireside Chat - The Evolution of Venture Capital & Influence of Strategics
Alan Patricof, Founder, Apax Partners and Co-Founder, Greycroft, LLC interviewed by
Kim Lew, VP & CIO, Carnegie Corporation of New York

3:30pm  A Conversation between CIOs 
Peter Ammon, CIO, University of Pennsylvania & William McLean, CIO, Northwestern University   
4:30pm  Cocktails

Click here for speaker bios 


What distinguishes the CIO Summit from other conferences?

The Summit consistently attracts world-class investors and thought-leading allocators 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 

  • Focused on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment.  

  • peer only setting/investor only for alternative investors who share the common interest of participating in leading edge discussions about the future of our industry

  • No media means open discussions on the most critical topics facing alternative investors today


Click here to view afternoon only ticket options (starting at 1:30 PM registration; 1:45 PM program)

   Wharton PE/VC Members 
     Special Bundle Ticket    
event + membership

  Non Members  

 Limited Partners  
   SOLD OUT      
  WPEVC Members
 Special Bundle Ticket
 Comps for LP Attendees

Kellogg Alumni visit the Kellogg Finance Network website for details and registration!

*Registration Open Only to LPs and GPs:
Asset Allocators (LPs) of Endowments, Public & Corporate Pensions, Institutionally Sized Family Offices, Sovereign Wealth Funds, etc.;
Asset Managers (GPs) of Hedge Funds, Real Estate, PE/VC and other alternative funds. Limited comp tickets are available to LPs who do not have a budget to attend conference.  Please send inquiries to Jen Simons at

Location & Timing

New York Athletic Club | 180 Central Park South | New York, NY  (59th & 7th Avenue)
8 AM - 5:30 PM | Afternoon Only Tickets: Registration 1:30 PM
Registration located on 9th floor

Dress: Jacket Required for men, ties welcomes | equal formality for women

Coat Check: Coat Check (with an attendant) is located in the lobby by the 58th Street side. The 9th floor / Registration is equipped with coat racks only.

Cancellation Policy 
Cancellations for a refund must be received via email to by November 17 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

2016 CIO Committees
Steering Committee Co-Chairs
Ken Lee, Director of Investments, Carnegie Corporation of New York
Kris Zdyb, Managing Member, Tactical Capital Advisors
Steering Committee
Ken Glassman, CEO & CIO, RWN Management
Kim Lew, VP & CIO, Carnegie Corporation of New York
Will McLean, Vice President & CIO, Northwestern University Investment Office
Brian O'Neil, CIO, The Robert Wood Johnson Foundation
Shawn Wischmeier, CIO, Margaret A. Cargill Philanthropies
  Planning Committee Co-Chairs 
Jonathan Ben-Horin, Director, Crestline Investors
  Mark Fischer, Head of Research, Pericles Capital Advisors, LLC

Planning Committee
 Jon-Michael Consalvo, Investment Associate, Carnegie Corporation of New York
Jennifer Haas, Managing Director, Partners Group (USA) Inc.
Spencer Hoffman, Managing Director, Lovell Minnick Partners
Christina Morin, Managing Principal, Graham Partners Inc
Mary Parrinelli, Managing Director, Angelo Gordon
Tina Sodhi, Partner, Triago