2020 CIO Leaders in Alternative Investments Summit - A Virtual Experience 




December 2 - December 3, 2020
A Virtual Experience 

Open only to institutionally sized GPs/LPs.  LP scholarships available to non-profit pensions,
foundations, endowments - inquire to info@wpevc.org


    ammon   ellison  harker koenig   howard
    Peter Ammon
Penn Office of
  Ellen Ellison
University of
Patrick Harker
Federal Reserve
Bank of Philadelphia
Peggy Koenig
ABRY Partners
  Howard Marks
Capital Management


    michael-marvelli   slocum   wyatt zell   
    Michael Marvelli
  Rick Slocum
  Katherine Wyatt
Loyola University Chicago
Sam Zell 
Equity Group Investments

Kellogg Finance Network (KFN) and Wharton PE & VC Association (WPEVC) are proud to celebrate our 10th annual CIO Leaders in Alternative Investments Summit and to host our 2020 Summit in a new virtual environment.

We have built an excellent reputation for the quality of our programming over the years, and this year’s summit will continue to offer candid, investor-only conversations, networking opportunities, small group interactions, and fascinating speakers! The audience will remain highly targeted to include just LPs and GPs, and a relatively even split between the two.  

Topics in 2020 will be consistent with our theme: what has been and what will be … What has transpired in these last 10 years? What were the surprises and structural changes? And, how will they influence what we do next?  Most importantly, our content is designed to identify value-creating strategies to better navigate the increasingly complex economic issues confronting money managers and investment officers.  

What distinguishes the CIO 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 

Event Timing / Details:

  • 9:00 am - 3:30 pm ET
  • VIRTUAL - the CIO Summit will span two partial days to ease some of the screen fatigue
  • Our virtual platform allows attendees to engage with one another similar to an in person event

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 23 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.