CIO Leaders In Alternative Investments Summit

Wednesday, November 30, 2016


FULL DAY TICKETS: SOLD OUT
Afternoon Tickets Available


This exclusive invitation-only summit convenes a select group of world-class investors and thought-leading allocators to discuss current challenges in today's dynamic alternative investing environment. 

Keynote Speakers

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Peter Ammon
CIO
University of
Pennsylvania
Mark Anson
CIO
Commonfund
 
Jeff Aronson
Co-Founder
Centerbridge
Partners
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Jason Karp
Founder
Tourbillon
Capital
 
Larry Kochard
CEO/CIO
UVA
Investment
Office
Will McLean
CIO
Northwestern
University
 
Alan Patricof
Co-Founder
Greycroft, LLC
and Apax
 

Registration limited to asset allocators of endowments, public & corporate pensions, sovereign wealth funds, and large family offices (LPs) as well as alternative investment professionals from private equity, venture capital and hedge funds (GPs).   The Summit is not open to service providers, such as wealth managers, lawyers, accountants, investment bankers, etc.
 

SOLD OUT
Kellogg Alumni Rate

(Summit Only)
SOLD OUT
Kellogg Alumni Rate

(Summit + Dinner)
SOLD OUT
  Non Alumni Rate
  
(Summit Only)
$445 $595 $645


   Afternoon Only Tickets  
   REGISTER HERE   

Afternoon only tickets begin at 1.30pm
$145 Alumni    |   $195 Non Alumni

2016 Agenda
 

8:00am  Continental Breakfast & Networking


8:20am  Welcome & Introduction
  
8:30am  PANEL - CIO Perspectives: Process & Models

Nina Scherago, Founder, EdgeHill Endowment Partners (Moderator)
Anne Martin, CIO, Wesleyan University
Philip Rotner, CIO, Boston Children's Hospital
John Thorndike, Portfolio Manager - Asset Allocation, GMO, LLC


9:15am  Fireside Chat

Jason Karp, Founder & CIO, Tourbillon Capital Partners

 

10:00am  MID MORNING BREAK 

10:20am  PANEL - International Activism

Harry Kraemer ('79), Executive Partner, Madison Dearborn Partners (Moderator)
Carlos Botelho ('99), CIO & Co-Founder, Limiar Capital Management
Drew Edwards ('01), Managing Director, Advisory Research
Munib Islam, Partner and Head of Equity Research, Third Point LLC
Harlan Zimmerman, Senior Partner, Cevian Capital

 
11:15am  Fireside Chat - Asset Allocation & A Low Interest Rate Environment

Larry Kochard, CEO/CIO, University of Virginia Investment Management Company interviewed by
Mark Anson ('89), CIO, Commonfund 


12:00pm  Luncheon & Fireside Chat

Jeff Aronson, Co-Founder & Managing Principal, Centerbridge Partners, L.P. interviewed by
Shawn Wischmeier ('02), CIO, Margaret A. Cargill Philanthropies

  

1:15pm  Networking over Coffee & Dessert

Afternoon Only Tickets: Registration at 1:30 PM


1:45pm  PANEL - Private Equity: New Models

Philip A. Benyola, Jr., Principal, Director of Private Equity, Bessemer Trust
Ryan Caldbeck, CEO & Co-Founder, CircleUp
Justin Wender, Managing Director, Stella Point Capital, LP

Keith Williams, Partner, Crestline Investors, Inc.

 
2:30pm  AFTERNOON BREAK 
 
2:45pm  Fireside Chat - The Evolution of Venture Capital & Influence of Strategics

Alan Patricof, Founder, Apax Partners and Co-Founder, Greycroft, LLC interviewed by
Kim Lew, VP & CIO, Carnegie Corporation of New York
  

3:30pm  A Conversation between CIOs 

Peter Ammon, CIO, University of Pennsylvania & William McLean, CIO, Northwestern University

  
4:30pm  Cocktails
 

VIEW PAST PARTICIPANTS

 

Several factors distinguish this Summit from the traditional conference:
 

  • Thought-Provoking Content. Hosted by two top-tier alumni-based organizations, with focus on delivering thought-provoking content and ideas

  • Exclusive Peer-to-Peer Setting.  Intimate, invitation-only event for top alternative investors to participate in leading edge discussions about our industry's future

  • Viewpoint Shaping. Past participants have lauded the content for significantly enhancing their viewpoint on macro investing

  • No Media. Candid discussions on the most critical topics facing alternative investors today.
     

The Summit's unique format, agenda and content are designed to generate value-creating strategies that help investors better navigate today's increasingly complex economic environment and to stimulate thought leadership around investment concepts for the future.
 

To reserve your seat at the table, please click here.
 

Cancellations for a refund must be received via email to info@kelloggfn.org by November 21 at 9pm EST.  Substitutions are welcome at any time, both in advance via email and at the door during registration, as long as the substitute meets the above mentioned registration requirements. 

Event Details


New York Athletic Club

180 Central Park South  |  New York, NY
Wednesday, November 30
8am - 5pm

 

  Summit Leadership                              
 

The Summit is co-hosted by KFN and Wharton Private Equity & Venture Capital Alumni Association (WPEVC).
 

KFN Steering Committee Co-Chair:
Kris Zdyb, Managing Member, Tactical Capital Advisors
 

Wharton Steering Committee Co-Chair:
Ken Lee, Associate Director of Investments
Carnegie Corporation of New York

 

Steering Committee:
Ken Glassman, CEO/CIO, RWN Management

Kim Lew, CIO, Carnegie Corporation of New York

Will McLean, VP & CIO, Northwestern University Investment Office

Brian O'Neill, CIO, The Robert Wood Johnson Foundation

Shawn Wischmeier, CIO, Margaret A. Cargill Philanthropies
 

Kellogg Planning Committee Co-Chair:
Mark Fischer, Head of Research, Pericles Capital
Advisors

Wharton Planning Committee Co-Chair:
Jonathan Ben-Horin, Principal, Crestline
Investors, Inc.

 

Planning Committee

Jon Michael Consalvo, Investment Associate, Carnegie Corporate of New York

Jennifer Haas, Managing Director, Partners Group (USA) Inc.

Spencer Hoffman, Managing Director, Lovell Minnick Partners

Christina Morin, Managing Principal, Graham Partners Inc.

Mary Parrinelli, Managing Director, Angelo Gordon

Tina Sodhi, Partner, Triago

 

Thank you to our Sponsors:

Lead Sponsor

 

blue-river-partners

 

 

Supporting Sponsor
 

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