cio_323CIO Leaders In Alternative Investments Summit

Wharton & Kellogg Co-Host 9th Annual GP/LP Summit
New York City
Open only to Alternative Investors


CIO Leaders In Alternative Investments Summit

11.28.2018    |   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 eighth annual CIO Leaders in Alternative Investments Summit with the Kellogg Finance Network (KFN).  Due to overwhelming demand, the 2018 CIO Summit is open by invitation only to senior level LP and GP investors who are alumni from all schools. 

steve-case-cropped   joel-greenblatt-cropped seemacropped marcia-page-cropped rich-pzena-cropped mike-wilkins-cropped
Steve Case
  Joel Greenblatt

Gotham Asset
Seema Hingorani 
Girls Who Invest, SevenStep Capital
Marcia Page 
Richard Pzena

Pzena Investment
Michael Wilkins 
Kingsford Asset
Request An Invitation
2018 speakers will address a wide ranging of topics from investment office structures and strategies to short-only, value, venture, private equity, infrastructure, co-investments, disruptive and traditional technology investing:
  • Steve Case, Chairman and CEO, Revolution LLC; Chairman, Case Foundation and Co-Founder, AOL
  • Joel Greenblatt (W'79, WG'80), Managing Principal and Co-Chief Investment Officer of Gotham Asset Management
  • Seema Hingorani (WG'96), Founder & CIO, SevenStep Capital and Founder and Chair, Girls Who Invest
  • Marcia Page, Founder and Executive Chair, Värde
  • Richard Pzena (W79, WG'80), Founder, Managing Principal, Co-Chief Investment Officer, Portfolio Manager, Pzena Investment Management
  • Paula Volent (W'92), Chief Investment Officer and Senior Vice President, Bowdoin College
  • Michael Wilkins, Managing Partner, Kingsford Asset Management
  • Cathie Wood, CIO, ARK Invest

New Speakers Announced:

  • Gilbert Calderon (WG'86), CIO, M4 Capital Management
  • Stacy Devine, CIO, RPTC, Inc.
  • Andy Dym, Co-Founder, Innovatus Capital Partners
  • David Jallits, CIO, Duchossoiss Capital Management
  • Leslie Lake, Invus Capital Management
  • Rob Little, Managing Director & COO, Golden Gate Capital 
  • Skip Maner (WG'95), General Partner, NewSpring Capital Holdings
  • Karl Massey, CIO, Local Pension Partnerships of London
  • John McCarthy, CIO, Centaur Capital Partners
  • David Villa, CIO, State of Wisconsin
  • Chris Winiarz, CIO, Lakeview Capital Management
  • Josh Wolfe, Co-Founder & Managing Partner, Lux Capital
Panel Topics will include LP insights on: 
  • Chief Investment Officer Point of View: Investment Office Process and Strategies for the Future
  • Chief Investment Officer Panel: Emerging Investment Trends & Ideas
  • Outlook for Permanent Capital in PE & Family Office Investing
  • The Rise & Challenges of Family Office Investing 
  • and more
Location & Timing:
Wednesday, November 28, 2018
New York Athletic Club | 180 Central Park South

New York, NY  (59th & 7th Avenue)
8 AM - 6:30 PM
Agenda to be posted 

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
  • Multi-year success in convening investment decision makers from endowments, foundations, single/multi- family offices, corporate and public pensions, as well as insurance.
  • No media means open discussions on the most critical topics facing alternative investors today
Attendee Make Up:

Thank you to our Lead CIO Summit Sponsors:


Interested in sponsorship opportunities?  To learn more about becoming one of our exclusive sponsors please email Stephanie McAlaine at or Jen Simons at

Request An Invitation

Cancellation & Refund Policy:
Cancellations must be received by November 16 at 9 PM EST to receive a refund.  Email  Substitutions welcome in advance or onsite; attendees must be institutionally sized GPs/LPs and meet the same criteria as the intended guest.