| 7:45 AM |
Registration, Continental Breakfast & Networking (9th Floor) |
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| 8:20 AM |
Welcome (9th Floor) |
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| 8:30 AM |
CIO Perspectives - Managing Risk vs. Return (9th Floor) |
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- 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)
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9:15 AM
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Keynote/Fireside Chat: (9th Floor)
Divesh Makan, CEO & Co-Founder, ICONIQ Capital (WG'03) interviewed by Chris Winiarz, CIO, Lakeview Capital Management (KSM'10) |
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| 10:20 AM |
CONCURRENT PANELS |
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LP Career Paths (10th Floor) |
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- 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)
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Private Credit (10th Floor) |
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- 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
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11:20 AM
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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 |
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12:10 PM
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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) |
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| 1:45 PM |
CONCURRENT PANELS |
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Eclectic Assets (10th Floor) |
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- 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
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Tech Buyouts (10th Floor) |
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- 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)
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| 2:40 PM |
CONCURRENT PANELS |
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GP Stakes (10th Floor) |
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- 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)
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Long/Short Equity: Best Ideas (10th Floor) |
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- 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)
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| 3:45 PM |
CIO Presepctives - Investment Office & Decision Making Structure (9th Floor) |
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- 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)
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4:30 PM
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Keynote / Fireside Chat (9h Floor)
Jagdeep S. Bachher, CIO, University of California Board of Regents interviewed by Tina Sodhi, Partner, Triago |
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| 5:15 PM |
Cocktail Reception |
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| 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 |
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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.
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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
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| Attendee Make Up: |
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Cancellation & Refund Policy:
Cancellations must be received by Friday November 17 at 9 PM EST to receive a refund. Email jsimons@wpevc.org. Substitutions are welcome in advance or onsite; attendees must be institutionally sized GPs/LPs and meet the same criteria as the intended guest. Email smcalaine@wpevc.org. |
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CIO Leaders In Alternative Investments Summit
