cio_323CIO Leaders In Alternative Investments Summit

Wharton & Kellogg Co-Host 8th Annual GP/LP Summit
New York City
Open only to Alternative Investors
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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-spm
Steve Case
Revolution		   Joel Greenblatt
(WG'80)
Gotham Asset
Management		 Seema Hingorani 
(WG'96)
SevenStep Capital		 Marcia Page 
Värde		 Richard Pzena
(WG'80)
Pzena Investment
Management		 Michael Wilkins 
Kingsford Asset
Management
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CIO SUMMIT AGENDA
2018 speakers will address wide ranging topics from investment office structures and strategies to short-only, value, venture, private equity, private credit, credit cycles, co-investments, disruptive and traditional technology. 
 

8:00 AM

REGISTRATION, BREAKFAST, NETWORKING
   

8:30 AM

WELCOME
   
 

CIO VIEW POINTS: INVESTMENT OFFICE PROCESS & STRATEGIES
 

 - Anne Dinneen (WG'10), CIO, Hamilton College (Moderator)
 

 - Sharmila Kassam, Deputy CIO, Employees Retirement System of Texas
 

 - Nina Scherago, Founder & Managing Partner, Edgehill Endowment Partners LLC
 

 - Paula J. Volent, CFA, Chief Investment Officer & Sr Vice President, Bowdoin College
   

9:45 AM

FIRESIDE CHAT: VALUE INVESTING IN DISRUPTIVE TIMES
 

Joel Greenblatt (W’79, WG’80), Managing Principal and Co-Chief Investment
Officer of Gotham Asset Management and
Richard Pzena (W’79, WG’80), Founder, Managing Principal, Co-Chief Investment Officer Pzena Investment Management, LLC

interviewed by  Chris Winiarz (KSM’11), CIO, Lakeview Capital Management
   

10:30 AM

MORNING BREAK 
   

11:00 AM

FIRESIDE CHAT: SHORT STRATEGIES
 

Michael Wilkins, Co-founder, Kingsford Asset Management
interviewed by
Ken Lee (WG’07), Director of Investments, Carnegie Corporation of New York
   

12:00 PM

LUNCHEON FOLLOWED BY CREDIT CYCLE & INVESTMENT INDUSTRY DISCUSSION

 

Marcia Page, Founder and Executive Chair, Värde and
Seema R. Hingorani (WG’96), Founder & Chair, Girls Who Invest Founder and
Chief Investment Officer, SevenStep Capital, LLC
   

1:15 PM

NETWORKING OVER COFFEE & DESSERT
   

1:45 PM

CONCURRENT PANELS
   
 

THE RISE AND CHALLENGES OF FAMILY OFFICE INVESTING
 

 - Gilbert Calderon, CIO, M4 Capital Management (Moderator)
 

 - Stacy Devine (KSM’97), CIO, RPTC Inc.
 

 - David Jallits, CIO, Duchossois Capital Management
 

 - John McCarthy, CIO, Centaur Capital Management
   
 

OUTLOOK FOR PERMANENT CAPITAL VEHICLES
 

 - Jonathan Ben-Horin (WG'11), Managing Director, Crestline Investors, Inc. (Moderator)
 

 - Andy Dym, (WG'86) Co-Founder, Innovatus Capital Partners
 

 - Skip Maner, (WG’95) General Partner, NewSpring Capital Holdings
 

 - Rob Little, Managing Director and COO, Golden Gate Capital 
   - Sean Ward (C'00), Managing Director, Dyal Capital Partners
   

2:45 PM

CONCURRENT PANELS
   
 

GP-LP CO-INVESTMENTS
 

 - Jamie Dimitri, (KSM’08) Partner, Veritas Capital
 

 - Adam Spence, Managing Director, Head of Co-Investments, Partners Capital (Moderator)
 

 - Jackie Wang, (WG’07) Managing Director Co-Investments, Neuberger Berman
   
 

DISRUPTION IN CREDIT MARKETS: PRIVATE CREDIT VS. COMMERCIAL BANKS
 

 - Bradley T. Davis, Portfolio Manager, Tetrahedron Capital  (Moderator)
 

 - Will Palmer, Managing Director, Crestline Investors, Inc.
 

 - Jean Pierre (JP) Seminario, Managing Director, PNC Business Credit – Technology Finance Group
   

3:30 PM

AFTERNOON BREAK 
   

3:45 PM

CIO VIEW POINTS: EMERGING INVESTMENT TRENDS & IDEAS
 

 - David Villa (KSM’79), CIO, State of Wisconsin
 

 - Cathie Wood, CIO, ARK Invest 
 

 - Greg Williamson (CAS'83, KSM’85), Head of Strategy, Pluribus Labs LLC (Moderator)
   

4:45 PM

FIRESIDE CHAT: TECHNOLOGY & ITS IMPACT ON FUTURE INVESTMENT TRENDS
 

Steve Case, Chairman & CEO, Revolution LLC; Chairman, Case Foundation and Co-Founder, AOL
interviewed by
Josh Wolfe, Co-Founder & Managing Partner, Lux Capital
   

5:30 PM

Cocktails & Networking Reception

 
 
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

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
  • 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 smcalaine@wpevc.org or Jen Simons at jsimons@wpevc.org.
 
Request An Invitation

 

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

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