globeCIO Leaders In Alternative Investments Summit

Wharton & Kellogg Co-Host 7th Annual GP/LP Summit
New York City
Open only to Alternative Investors



CIO Leaders In Alternative Investments Summit
November 29, 2017  |   New York City


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

Wharton Private Equity & Venture Capital Association (WPEVC) is proud to host its seventh annual CIO Leaders in Alternative Investments Summit with the Kellogg Finance Network (KFN).  Due to overwhelming demand in 2016, the 2017 CIO Summit is open by invitation only to senior level LP and GP investors who are alumni from all schools. 


Open only to institutionally sized GPs/LPs.  LP scholarships available to non-profit pensions, foundations, endowments.- inquire to
2017 Conference Agenda
7:45 AM Registration, Continental Breakfast & Networking  (9th Floor)
8:20 AM Welcome   (9th Floor)
8:30 AM CIO Perspectives - Managing Risk vs. Return   (9th Floor)
  • Mark Baumgartner, CIO, Institute for Advanced Studies
  • Jon Grabel, CIO, LACERA (W'91)
  • James E. Keenan, Managing Director, CIO and Global Co-Head of Credit, BlackRock (Moderator)
  • Timothy Schmidt, CIO, Global Portfolio Management, Prudential Financial (KSM'83)
9:15 AM
Keynote/Fireside Chat:    (9th Floor)
Divesh Makan, CEO & Co-Founder, ICONIQ Capital (WG'03) interviewed by Chris Winiarz, CIO, Lakeview Capital Management (KSM'10)
  LP Career Paths   (10th Floor)
  • Derek Braddock, Co-Founder & Partner, BraddockMatthews (KSM'00)
  • Elizabeth Havens, Partner, David Barrett Partners (WG'08)
  • Susan Lerner, Partner, Jamesbeck Global Partners (KSM'86)
  • Jack Skeen, Principal, Skeen Leadership (Moderator)
  Private Credit   (10th Floor)
  • Joshua Easterly, Partner, TPG Sixth Street Partners
  • Michael Guy, CIO, Europe/ Senior Portfolio Manager, Crestline Investors, Inc.
  • Jamie Kiernan, Chairman, Cordiant Capital Inc.
  • Stephen Nesbitt, CEO, Cliffwater LLC (WG'78) (Moderator)
  • Ivan Q. Zinn, Founder & CIO, Atalaya Capital Management
11:20 AM

Keynote / Fireside Chat   (9th Fllor)   
Larry Robbins, Founder, 
Portfolio Manager & CEO, Glenview Capital Management (W'92) interviewed by Leslie Lake, Managing Member, Invus Financial Advisors, LLC
12:10 PM

Luncheon & Fireside Chat    (11th Floor) 
David Leuschen, Founder & Senior 
Managing Director, Riverstone Holdings LLC interviewed by Douglas Bratton - Founder, President and CIO, Crestline Investors, Inc.
1:15 PM Networking over Coffee & Dessert     (11th Floor) 
  Eclectic Assets   (10th Floor)
  • Tom Elden, Founder, Origami Capital Partners (WG'92)
  • Michael Haddad, Deputy CIO - Public & Tradable Markets, New York City Bureau of Asset Management (KSM'87) (Moderator)
  • Jalak Jobanputra, Founder & Managing Partner, FuturePerfect Ventures (W'94, KSM'99)
  • J.T. Myers, Managing Member, Unison and CEO, mtheory (WG'06)
  • Geoffrey Stern, President, Muirfield Capital Management
  Tech Buyouts   (10th Floor)
  • Frank Baker, Co-Founder & Managing Partner, Siris Capital Group, LLC
  • Jodi Sherman Jahic, Managing Partner, Aligned Partners (KSM'99) (Moderator)
  • Howard Ross, Co-Founder & Partner, LLR Partners (W'73)
  • Kyle Ryland, Managing Partner, Sumeru Equity Partners (WG'91)
  • Fred Sturgis, Co-Founder & Managing Director, Resurgens Technology Partners (WG'97)
  GP Stakes    (10th Floor)
  • W. Bates Brown, Head of Maverick Stable, Maverick Capital
  • Nicholas Daraviras, Managing Director, Leucadia National Corporation (W'94, WG'02)
  • Spencer Hoffman, Partner, Lovell Minnick Partners (WG'01)
  • David Koh, Senior Portfolio Strategist & Managing Director, Chief Investment Office of Bank of America (KSM'99) (Moderator)
  • Sean Ward, Managing Director & Founding Partner, Dyal Capital (C'00)
  Long/Short Equity: Best Ideas    (10th Floor)
  • Josh Kaufman, Co-Founder & Co-Portfolio Manager, Brenner West Capital Partners
  • John Khoury, Founder & Managing Partner, Long Pond Capital, LP (W'99)
  • Ankur Luthra, CIO, Finchwood Capital, LP
  • Jared Weiner, Partner & Director of Research, Veritable LP (WG'07) (Moderator)
3:45 PM CIO Presepctives - Investment Office & Decision Making Structure   (9th Floor)
  • Amy Chen, CIO, Smithsonian Institution
  • Rosalind Hewsenian, CIO, Helmsley Charitable Trust
  • Eric Nierenberg, Chief Strategy Officer, MassPRIM
  • Brian O'Neil, CIO, Robert Wood Johnson Foundation (Moderator)
4:30 PM
Keynote / Fireside Chat   (9h Floor) 
Jagdeep S. Bachher, CIO, University of California Board of Regents 
interviewed by Tina Sodhi, Partner, Triago
5:15 PM Cocktail Reception
Location & Timing:
New York Athletic Club
180 Central Park South | New York, NY (59th & 7th Avenue)
Wednesday, November 29, 2017
7:45 AM - 6:30 PM
  - Registration: Located on the 9th floor
  - 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.
  - Dress: Jacket required for men, ties welcome / equal formality for women

Room Block:
A limited room block is available through November 7th at a rate of $360. Call the NYAC Reservations Line at (212) 767-7135 and reference Wharton / Kellogg CIO Summit. 

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.  
  • A 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
Attendee Make Up:
Cancellation & Refund Policy:
Cancellations must be received by Friday November 17 at 9 PM EST to receive a refund.  Email  Substitutions are welcome in advance or onsite; attendees must be institutionally sized GPs/LPs and meet the same criteria as the intended guest.  Email