Tuesday, December 3, 2019
New York Athletic Club | 180 Central Park South
New York, NY (59th & 7th Avenue)
8 AM - 6:30 PM
Request an Invitation
Open only to institutionally sized GPs/LPs. LP scholarships available to non-profit pensions,
foundations, endowments - inquire to smcalaine@kelloggfn.org
foundations, endowments - inquire to smcalaine@kelloggfn.org
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CIO SUMMIT AGENDA
8:00 AM | REGISTRATION, BREAKFAST, NETWORKING | |
8:30 AM | WELCOME | |
8:45 AM | CIO Perspectives: Managing the Investment Office | |
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9:45 AM | FIRESIDE CHAT: Marc Levine, former Chairman, Illinois State Board of Investment (KSM'90) interviewed by Reeve Waud, Founder & Managing Partner, Waud Capital (KSM'89) | |
10:30 AM | BREAK | |
11:00 AM | FIRESIDE CHAT: T. Bondurant “Bon” French, Chairman, Adams Street Partners (KSM'76) interviewed by Chris Winiarz, CIO, Lakeview Capital Management (KSM'11) | |
12:00 PM | LUNCHEON & FIRESIDE CHAT | |
Bennett Goodman, Sr. Managing Director & Founder, GSO Capital Partners interviewed by Brian S. O’Neil, CIO, Robert Wood Johnson Foundation | ||
1:30 PM | NETWORKING OVER COFFEE & DESSERT | |
2:00 PM | CONCURRENT PANELS | |
Venture Capital and the Latest Emerging Technologies | ||
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Real Assets Investment Strategies | ||
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2:45 PM | COMMUTING BREAK | |
3:00 PM | FIRESIDE CHAT: Nelson Peltz, Chief Executive Officer and Founding Partner, Trian Partners (UPenn'64) interviewed by William Lee, CIO, New York Presbyterian | |
3:45 PM | 15 MINUTE BREAK | |
4:00 PM | The Evolution & Mainstreaming of Alternative Investing | |
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4:45 PM | New CIOs: Setting Strategy & Navigating the Investment Office | |
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5:45 PM | COCKTAILS & NETWORKING RECEPTION |
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.
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.
- 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
- 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 smcalaine@kelloggfn.org or Jen Simons at jsimons@wpevc.org.
Cancellation & Refund Policy:
Cancellations must be received by November 22 at 9 PM EST to receive a refund. Email jsimons@wpevc.org. Substitutions welcome in advance or onsite; attendees must be institutionally sized GPs/LPs and meet the same criteria as the intended guest.