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.

Keynote Speakers

barrack-headshot-color-small   mgordon-high-small-res   macaulay-photo   jeff-ubben-small
Tom Barrack
Colony Capital
  Michael Gordon
Angelo Gordon
First Reserve
  Jeff Ubben

8:00am  Registration, Continental Breakfast & Networking
8:30am  Welcome & Introduction 

8:40am  Keynote
Jeff Ubben, Founder, Chief Executive Officer and Chief Investment Officer, ValueAct Capital
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
MODERATOR: Ken Lee, Associate Director of Investment, Carnegie Corporation of New York
Jennifer Bloom, Managing Director - Capital Introductions
Leslie Lake, Managing Director and Co-Founder, Invus Financial Advisors
Darren Levy, Managing Director & Head of Capital Introductions Group, Morgan Stanley

10:40am  Keynote
William E. Macaulay, Chairman & Co-CEO, First Reserve
interviewed by Bill Spindle, Senior Writer, Global Energy, Wall Street Journal

11:20am  Keynote
Michael Gordon, Co-Founder & CIO, Angelo Gordon
interviewed by David Spungen, CEO, Hillview Capital Advisors, LLC

12:20pm  Luncheon
1:00pm  Disruptor Discussions and Q&A
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
Ram Ahluwalia
      Greg Grimaldi
         Credit Suisse
       NEXT Investors
        Leigh Drogen


2:30pm  PANEL - Credit Opportunities in a Low Yield Environment
MODERATOR: Sean Britain, Managing Director, H.I.G. Capital, LLC | Bayside Capital, Inc.
Matt Andrews, Managing Ditector, Head of Structure Products, CIFC Asset Management
Rana Mitra, Managing Director, Atalaya Capital Management 
Adam Piekarski, Director, MSD Partners, L.P.
Gordon Watson, Principal, Victory Park Capital
3:30pm PANEL - CIO Outlook: Current Issues for Endowments, Pensions & Foundations
MODERATOR: Kim Lew, Co-CIO, Carnegie Corporation of New York
Anne Dinneen, CIO, Hamilton College
Michael Reist, CIO, Phillips Academy
Sarah Samuels, Deputy CIO, MassPRIM

4:20pm  Closing Keynote
Thomas J. Barrack, Jr., Founder and Executive Chairman, Colony Capital


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  

Thank you to our Lead Sponsor

Research NOW


Thank you to our Supporting Sponsors:

CIFC Asset Management


CIO Leadership


Jonathan Ben-Horin, Elm Park Capital Management

Kris Zdyb, Jerica Capital Management


Steering Committee


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



Planning Committee

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