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.
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.
Kellogg Alumni Rate
Kellogg Alumni Rate
(Summit + Dinner)
Non Alumni Rate
Afternoon only tickets begin at 1.30pm
$145 Alumni | $195 Non Alumni
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
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 firstname.lastname@example.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.