CIO Leaders In Alternative Investments Summit
Wednesday, November 29, 2017
THIS EVENT IS SOLD OUT.
CIO Leaders in Alternative Investments Summit Save The Date: November 29, 2017 | New York Athletic Club
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LPs and investment managers gather in a peer format to discuss current challenges and assumptions.
In 2016 this event was a sell-out standing room only crowd.
The Kellogg Finance Network (KFN) is proud to join Wharton Private Equity & Venture Capital Association (WPEVC) in co-hosting the 7th Annual CIO Leaders in Alternative Investments Summit. Due to overwhelming demand in 2016, the 2017 event is open by invitation to senior level LP and GP investors who are alumni from all schools.
THIS EVENT IS SOLD OUT.
Open only to institutionally sized GPs or LPs. | Limited LP scholarships available to not-for-profit pensions, foundations and endowments - inquire to smcalaine@kelloggfn.org
KEYNOTES:
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Jagdeep Bachher
CIO University of California Board of Regents |
David Leuschen
Founder & Senior Managing Director Riverstone Holdings |
Divesh Makan
CEO & Co-Founder ICONIQ Capital |
Larry Robbins Founder & CEO Glenview Capital Management |
Tickets open only to institutionally sized GPs or LPs. | Limited LP scholarships available to not-for-profit pensions, foundations and endowments. Inquire to smcalaine@kelloggfn.org
2017 Conference Agenda
7:45 AM | Registration, Continental Breakfast & Networking |
8:20 AM | Welcome |
8:30 AM | CIO PANEL - Managing Risk vs. Return |
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9:15 AM | Keynote/Fireside Chat: Divesh Makan, CEO & Co-Founder, ICONIQ Capital interviewed by Chris Winiarz, CIO, Lakeview Capital Management (KSM'10) |
10:20 AM | CONCURRENT PANELS |
LP Career Paths | |
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Private Credit | |
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11:20 AM |
Keynote / Fireside Chat: Larry Robbins, Founder, Portfolio Manager & CEO, Glenview Capital Management interviewed by Leslie Lake, Managing Member, Invus Financial Advisors, LLC |
12:10 PM |
Luncheon & Fireside Chat: David Leuschen, Founder & Senior Managing Director, Riverstone Holdings LLC interviewed by Douglas Bratton, Founder, President & CIO, Crestiline Investors, Inc. |
1:15 PM | Networking over Coffee & Dessert |
1:45 PM | CONCURRENT PANELS |
Eclectic Assets | |
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Tech Buyouts | |
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2:40 PM | CONCURRENT PANELS |
GP Stakes | |
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Long/Short Equity: Best Ideas | |
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3:45 PM | CIO Panel - Investment Office & Decision Making Structure |
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4:30 PM |
Keynote / Fireside Chat: Jagdeep S. Bachher, CIO, University of California Board of Regents interviewed by Tina Sodhi, Partner, Triago |
5:15 PM | Cocktail Reception |
Location & Timing:
New York Athletic Club | 180 Central Park South
Wednesday, November 29, 2017
8:00 AM - 6:30 PM
Room Block
A limited room block is available through November 7th at a rate of $360. Call the NYAC Reservations Line at (212) 767-7135 and reference Wharton / Kellogg CIO Summit.
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.
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Hosted by two top-tier university-based organizations
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Focused on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment.
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A 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
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No media means open discussions on the most critical topics facing alternative investors today
When requesting an invitation, please be sure to include your name, title, firm name and clarify your investment role (GP: PE, VC, HF, SFO, MFO or LP: SFO, MFO, Endowment, Foundation, Pension, etc)
Questions? Stephanie McAlaine, smcalaine@kelloggfn.org
Event Details
New York Athletic Club
180 Central Park South | New York, NY
Wednesday, November 29
8am - 6pm
Who will you meet?
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Thank You to Our Sponsors
The Summit is co-hosted by KFN and Wharton Private Equity & Venture Capital Alumni Association (WPEVC) and supported by our sponsors.
Lead Sponsors
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Cocktail Reception Sponsor