ciosummit2019_header_1440_v2a-full-colon

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

 
bon-french-cropped2
Bon
French
 Bennett
 Goodman
 Marc
Levine
  Nelson
  Peltz
 
CIO SUMMIT AGENDA
 
8:00 AM   REGISTRATION, BREAKFAST, NETWORKING
     
8:30 AM   WELCOME
     
8:45 AM   CIO Perspectives: Managing the Investment Office
   
  • John R. Barker, CIO, Partners HealthCare Investment Office (WG'96)
  • Jason A. Bull, CIO, University of Georgia Foundation
  • Jason Klein, SVP & CIO, Memorial Sloan Kettering (L'96; WG'96) (Moderator)
  •  Sue Slocum, CIO, Children's Minnesota
     
   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 
   
  • Cheryl Cheng, General Partner, BlueRun Ventures (KSM ’05) 
  • Karin Klein, Founding Partner, Bloomberg Beta (W,WG)
  • Brian Neider, Partner, Lead Edge Capital (W'03)
  • Marc Singer, Managing Director, Osage University Partners (W'93)
     
    Real Assets Investment Strategies
   
  • Alex Abrams, Director, StepStone Global (UPenn’01)
  • Niles Bryant, Director of Real Assets, Gordon & Betty Moore Foundation
  • Michelle Creed, Managing Director, Landmark Partners (WG'10)
  • Esko Korhonen, Founder & Managing Partner, FCP Private Equity (KSM ’83) (Moderator)
  • Christine Oritz Arent, Managing Director of Real Assets, The David and Lucile Packard Foundation
     
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
   
  • Jeffrey Collins, Portfolio Manager & Partner, Cloverlay (WG'02) (Moderator)
  • Robert Durden, CIO, UVIMCO
  • David Enriquez, Head of Private Equity, New York City Bureau of Asset Management 
  • Shawn Winnie, Director of Investments, Eli Lilly and Company
     
4:45 PM   New CIOs: Setting Strategy & Navigating the Investment Office
   
  • Sean Casey, Deputy CIO, B1 Capital Partners (KSM'08)
  • Devana Cohen, CIO, UJA Federation of New York
  • Brian Pellegrino, CIO, Georgia Tech Foundation
  • Chris Winiarz, CIO, Lakeview Capital Management (KSM'11) (Moderator)
     
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.
  • 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 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.