CIO Leaders In Alternative Investments Summit

Kellogg & Wharton Co-Host 8th Annual GP/LP Summit
New York City
Open only to Alternative Investors


CIO Leaders In Alternative Investments Summit

11.28.2018    |   New York City

LPs and GPs gather in a peer format to discuss current challenges and assumptions

The Kellogg Finance Network is proud to co-host the 2018 CIO Leaders in Alternative Investments Summit with Wharton Private Equity & Venture Capital Alumni Association (WPEVC).  Due to overwhelming demand, the Summit is open by invitation only to senior level LP and GP investors who are alumni from all schools. 

steve-case-cropped   joel-greenblatt-cropped seemacropped marcia-page-cropped rich-pzena-cropped mike-wilkins-cropped
Steve Case
  Joel Greenblatt
Gotham Asset Mgmt
Seema Hingorani 
Marcia Page 
Richard Pzena
Pzena Investment
Michael Wilkins 
Kingsford Asset
Request An Invitation
2018 speakers will address a wide ranging of topics from investment office  structures and strategies to short-only, value, venture, private equity, private credit, co-investments, disruptive and traditional technology investing



  • Gilbert Calderon, CIO, M4 Capital Management
  • Steve Case, Chairman and CEO, Revolution LLC; Chairman, Case Foundation and Co-Founder, AOL
  • Stacy Devine (KSM'97), CIO, RPTC, Inc.
  • Jamie Dimitri (KSM'08), Partner, Veritas Capital
  • Andy Dym, Co-Founder, Innovatus Capital Partners
  • Susan Garrett, Head of Private Equity & Co-Investments, Prudential Financial
  • Joel Greenblatt, Managing Principal and Co-Chief Investment Officer of Gotham Asset Management
  • Seema Hingorani, Founder & CIO, SevenStep Capital and Founder and Chair, Girls Who Invest
  • David Jallits, CIO, Duchossois Capital Management
  • Sharmila Kassam, Deputy CIO, Employees Retirement System of Texas
  • Leslie Lake, Invus Capital Management
  • Ken Lee, Director of Investments, Carnegie Corporation of New York
  • Rob Little, Managing Director & COO, Golden Gate Capital 
  • Skip Maner, General Partner, NewSpring Capital Holdings
  • Karl Massey, CIO, Local Pension Partnerships of London
  • John McCarthy, CIO, Centaur Capital Partners
  • Marcia Page, Founder and Executive Chair, Värde
  • Richard Pzena, Founder, Managing Principal, Co-Chief Investment Officer, Portfolio Manager, Pzena Investment Management
  • David Villa (KSM'79), CIO, State of Wisconsin
  • Paula Volent, Chief Investment Officer and Senior Vice President, Bowdoin College
  • Jacquelyn Wang, Managing Director, Neuberger Berman
  • Michael Wilkins, Managing Partner, Kingsford Asset Management
  • Greg Williamson (KSM'85), Head of Strategy, Pluribus Labs
  • Chris Winiarz (KSM'10), CIO, Lakeview Capital Management
  • Josh Wolfe, Co-Founder & Managing Partner, Lux Capital
  • Cathie Wood, CIO, ARK Invest
Location & Timing:

Wednesday, November 28, 2018
New York Athletic Club | 180 Central Park South

New York, NY  (59th & 7th Avenue)
8 AM - 6:30 PM
Agenda to be posted 

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
  • Multi-year success in convening investment decision makers from endowments, foundations, single/multi- family offices, corporate and public pensions, as well as insurance.
  • No media means open discussions on the most critical topics facing alternative investors today
Attendee Make Up:

Thank you to our Lead CIO Summit Sponsors:


Interested in sponsorship opportunities?  To learn more about becoming one of our exclusive sponsors please email Stephanie McAlaine at or Jen Simons at

Request An Invitation

Cancellation & Refund Policy:
Cancellations must be received by November 16 at 9 PM EST to receive a refund.  Email  Substitutions welcome in advance or onsite; attendees must be institutionally sized GPs/LPs and meet the same criteria as the intended guest.