CIO Leaders In Alternative Investments Summit

Wednesday, November 29, 2017




 CIO Leaders in Alternative Investments Summit

Save The Date: November 29, 2017  |  New York Athletic Club

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.


Open only to institutionally sized GPs or LPs.  |  Limited LP scholarships available to not-for-profit pensions, foundations and endowments - inquire to

KEYNOTES:  larry-robbins-headshot-b-26w--1- 
Jagdeep Bachher 
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

Tickets open only to institutionally sized GPs or LPs.  |  Limited LP scholarships available to not-for-profit pensions, foundations and endowments.  Inquire to

2017 Conference Agenda

7:45 AM Registration, Continental Breakfast & Networking
8:20 AM Welcome
8:30 AM CIO PANEL - Managing Risk vs. Return 
  • Mark Baumgartner, CIO, Institute for Advanced Studies
  • Jon Grabel, CIO, LACERA
  • James E. Kennan, Managing Director, CIO & Global Co-Head of Credit, BlackRock (Moderator)
  • Tim Schmidt, CIO & Global Portfolio Management, Prudential Financial (KSM'83)
9:15 AM Keynote/Fireside Chat: Divesh Makan, CEO & Co-Founder, ICONIQ Capital interviewed by Chris Winiarz, CIO, Lakeview Capital Management (KSM'10)
  LP Career Paths
  • Derek Braddock, Co-Founder & Partner, BraddockMatthews (KSM'00)
  • Elizabeth Havens, Partner, David Barrett Partners
  • Susan Lerner, Partner, Jamesbeck Global Partners (KSM'96)
  • Jack Skeen, Principal, Skeen Leadership (Moderator)
  Private Credit
  • Joshua Easterly, Partner, TPG Sixth Street Partners
  • Michael Guy, CIO, Europe/ Senior Portfolio Manager, Crestline
  • Stephen Nesbitt, CEO, Cliffwater LLC (Moderator)
  • Ivan Q. Zinn, Founder & CIO, Atalaya Capital Management
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 
  Eclectic Assets
  • Tom Elden, Founder, Origami Capital Partners
  • Mike Haddad, Group Head of Public & Tradable Securities, New York City Bureau of Asset Management (KSM'87) (Moderator)
  • Jalak Jobanputra, Founder & Managing Partner, FuturePerfect Ventures (KSM'99)
  • JT Myers, Managing Member & CEO, mtheory
  • Geoffrey Stern, President, Muirfield Capital Management
  Tech Buyouts
  • Frank Baker, Co-Founder & Managing Partner, Siris Capital Group, LLC
  • Jodi Sherman Jahic, Managing Partner, Aligned Partners (KSM'99) Moderator
  • Howard Ross, Partner, LLR Partners
  • Fred Sturgis, Co-Founder & Managing Director, Resurgens Technology Partners 
  GP Stakes
  • W. Bates Brown, Head of Maverick Stable, Maverick Capital
  • Nicholas Daraviras, Managing Director, Leucadia National Corporation
  • Spencer Hoffman, Partner, Lovell Minnick Partners
  • David Koh, Senior Portfolio Strategist & Managing Director, Chief Investment Office of Bank of America (KSM'99) (Moderator)
  • Sean Ward, Managing Director & Founding Partner, Dyal Capital
  Long/Short Equity: Best Ideas 
  • Josh Kaufman, Co-Founder & Co-Portfolio Manager, Brenner West Capital Partners
  • John Khoury, Founder & Managing Partner, Long Pond Capital, LP
  • Ankur Luthra, CIO, Finchwood Capital, LP
  • Jared Weiner, Partner & Director of Research, Veritable LP
3:45 PM CIO Panel - Investment Office & Decision Making Structure
  • Amy Chen, CIO, Smithsonian Institution
  • Rosalind Hewsenian, CIO, Helmsley Charitable Trust
  • Eric Nierenberg, Chief Strategy Officer, MassPRIM
  • Brian O'Neil, CIO, Robert Wood Johnson Foundation (Moderator)
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
New York, NY  (59th & 7th Avenue)
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. 

  • Hosted by two top-tier university-based organizations 

  • Focused on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment.  

  • 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

  • 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,


Event Details

New York Athletic Club

180 Central Park South  |  New York, NY
Wednesday, November 29
8am - 6pm


 Who will you meet?                            

    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




Cocktail Reception Sponsor