CIO Leaders In Investing Summit
November 11, 2015 | New York Athletic Club
LPs and investment managers gather to discuss
current challenges, issues and assumptions
in today’s rapidly-changing investing environment
Kellogg School of Management’s Kellogg Finance Network (KFN) and Wharton Private Equity & Venture Capital Association (WPEVC) are proud to host the 5th Annual peer-to-peer CIO Leaders In Investing Summit. Alumni from all schools are represented and welcome.
8:00am Registration, Continental Breakfast & Networking
8:30am Welcome & Introduction
interviewed by Gregg Feinstein, Managing Director & Head of M&A, Houlihan Lokey and Mihir Meswani, Portfolio Manager, Deutsche Strategic Equity Long/Short Fund
9:20am PANEL - The View on Emerging Managers
Jennifer Bloom, Managing Director - Capital Introductions, BTIG
Leslie Lake, Managing Director and Co-Founder, Invus Financial Advisors
MODERATOR: Spencer Hoffman, Managing Director, Lovell Minnick Partners
Rising stars in FinTech provide context for their innovations in the rapidly evolving sector with a particular focus on the role of New York City
2:30pm PANEL - Credit Opportunities in a Low Yield Environment
Gordon Watson, Principal, Victory Park Capital
MODERATOR: Kim Lew, Co-CIO, Carnegie Corporation of New York
Michael Reist, CIO, Phillips Academy
Sarah Samuels, Deputy CIO, MassPRIM
4:20pm Closing Keynote
The Summit consistently attracts world-class investors and thought-leading allocators, who are alumni from all schools, 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, the focus is on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment.
A peer only setting for top alternative investors who are alumni of all schools and who share the common interest of participating in leading edge discussions about the future of our industry, the outlook for investing, and how the rapid pace of change will impact our perspectives.
The content goes beyond the traditional conference breakout sessions and strives to bring light to how disruption and disintermediation, across all industries, will change not only our macro investing thesis, but the way we think and invest ourselves.
New York Athletic Club
180 Central Park South
New York, NY
November 11, 2015
8 AM - 5 PM (subject to adjustments)
Limited Seating - View Tickets Here
Seating Open Only to:
- Asset Allocators (LPs) of Endowments, Public & Corporate Pensions, Family Offices, Sovereign Wealth Funds, etc
- Asset Managers (GPs) of Hedge Funds, PE/VC funds and Family Offices
** Limited complimentary admissions are available for public pension plans, university and foundation endowments and family offices who may not have a budget for conference participation. Email Stephanie McAlaine to inquire email@example.com.
Thank you to our Lead Sponsor
Thank you to our Supporting Sponsors:
CIFC Asset Management
Jonathan Ben-Horin, Elm Park Capital Management
Kris Zdyb, Jerica Capital Management
Ken Glassman, RWN Management
Kim Lew, Carnegie Corporation of New York
Will McLean, Northwestern University Investment Office
Brian O'Neil, The Robert Wood Johnson Foundation
Terry Purcell, State of Connecticut Pension Fund
Larry Schloss, Angelo Gordon
Greg Williamson, American Red Cross
Shawn Wischmeier, Margaret A. Cargill Philanthropies
Stephan Hartman, Houlihan Lokey
Spencer Hoffman, Lovell Minnick Partners
David Landau, YMCA
Ken Lee, Carnegie Corporation of New York
Christina Morin, Graham Partners Inc.
Mary Parrinelli, Angelo Gordon
Tina Sodhi, Triago