The CIO Summit will be held as planned on December 3rd. 

New York City is experiencing light snowfall (<1") and the streets are clear and easily navigated. 

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Tuesday, December 3, 2019

New York Athletic Club | 180 Central Park South
New York, NY (59th &7th Avenue)
8:00 AM - 6:30 PM
 
Open only to institutionally sized GPs/LPs.  LP scholarships available to non-profit pensions,
foundations, endowments - inquire to info@wpevc.org
 

KEYNOTE SPEAKERS

    bon-french-cropped2 bennett-goodman marc-levine-cropped   nelson-peltz 
    Bon French Bennett Goodman Marc Levine   Nelson Peltz

 

CIO SUMMIT AGENDA

2019 speakers will address wide ranging topics from managing the investment office and strategies for new CIOs to 
emerging technologies in venture, real assets, and alternative investing among other insightful discussions.

 

8:00 AM   REGISTRATION, BREAKFAST, NETWORKING
     
8:30 AM   WELCOME
     
8:45 AM   CIO Perspectives: Managing the Investment Office
   
  • John R. Barker, CIO, Partners HealthCare Investment Office (WG'96)
  • Jason A. Bull, CIO, University of Georgia Foundation
  • Jason Klein, SVP & CIO, Memorial Sloan Kettering (L'98; WG'98) 
  •  Sue Slocum, CIO, Children's Minnesota
     
   9:45 AM   FIRESIDE CHAT: INSIGHTS & OBSTACLES: RESTRUCTURING A LARGE PUBLIC PENSION PLAN
Marc Levine, former Chairman, Illinois State Board of Investment (KSM'90) interviewed by Reeve Waud, Founder & Managing Partner, Waud Capital (KSM'89)
     
  10:30 AM   BREAK
     
  11:00 AM   FIRESIDE CHAT:  T. Bondurant “Bon” French, Chairman, Adams Street Partners (KSM'76) interviewed by Chris Winiarz, CIO, Lakeview Capital Management (KSM'11)
     
12:00 PM   LUNCHEON & FIRESIDE CHAT
    Bennett Goodman, Sr. Managing Director & Founder, GSO Capital Partners interviewed by Brian S. O’Neil, CIO, Robert Wood Johnson Foundation
     
1:30 PM   NETWORKING OVER COFFEE & DESSERT
     
2:00 PM   CONCURRENT PANELS 
     
    Venture Capital and the Latest Emerging Technologies 
   
  • Cheryl Cheng, General Partner, BlueRun Ventures (KSM ’05)
  • Karen Griffith Gryga, Managing Partner & CIO, DreamIt (WG'93)
  • Karin Klein, Founding Partner, Bloomberg Beta (W,WG)
  • Brian Neider, Partner, Lead Edge Capital (W'03)
  • Marc Singer, Managing Director, Osage University Partners (W'93)
     
    Current Opportunities and Challenges in Real Estate
   
  • Alex Abrams, Director, StepStone Global (C’01)
  • Niles Bryant, Director of Real Assets, Gordon & Betty Moore Foundation
  • Michelle Creed, Managing Director, Landmark Partners (WG'10)
  • Esko Korhonen, Founder & Managing Partner, FCP Private Equity (KSM '83)
  • Christine Ortiz Arent, Managing Director of Real Assets, The David and Lucile Packard Foundation
     
2:45 PM   COMMUTING BREAK 
     
3:00 PM   FIRESIDE CHAT: UNINVITED - ALWAYS WELCOME
Nelson Peltz
, Chief Executive Officer and Founding Partner, Trian Partners (C'64) interviewed by William Lee, CIO, New York Presbyterian 
     
3:45 PM   15 MINUTE BREAK
     
4:00 PM   The Search for Diversified Alternatives – What’s Next?
   
  • Jeffrey Collins, Portfolio Manager & Partner, Cloverlay (WG'02) 
  • Robert Durden, CIO, UVIMCO
  • David Enriquez, Head of Private Equity, New York City Bureau of Asset Management 
  • Shawn Winnie, Director of Investments, Eli Lilly and Company
     
4:45 PM   New CIOs: Setting Strategy & Navigating the Investment Office
   
  • Sean Casey, Deputy CIO, B1 Capital Partners (KSM'08)
  • Devana Cohen, CIO, UJA Federation of New York
  • Brian Pellegrino, CIO, Georgia Tech Foundation
  • Chris Winiarz, CIO, Lakeview Capital Management (KSM'11) 
     
5:45 PM   COCKTAILS & NETWORKING RECEPTION
 
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:

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Thank you to our Lead CIO Summit Sponsors: 
                      

 

And Supporting Sponsor: 

llr-partners-logo2018

 

 

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.

 

Cancellation & Refund Policy:
Cancellations must be received by November 22 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. 

Mag

When:

8:00AM - 6:30PM Tue 3 Dec 2019 ( Timezone: Eastern )

Where:

New York Athletic Club
180 Central Park South
New York, NY 10019 USA

[ Get Directions ]

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