2020 CIO Leaders in Alternative Investments Summit - A Virtual Experience 




December 2 - December 3, 2020
An Interactive Virtual Experience



I didn't receive my login:
email bsreder@kelloggfn.org



I'm registered but can't login:
access the Zoom Help Room

Open only to institutionally sized GPs/LPs.  LP scholarships available, with priority given to non-profit pensions,
foundations, endowments - inquire to info@wpevc.org
    ammon     harker koenig   kim-lew  howard
    Peter Ammon
Penn Office of
    Patrick Harker
Federal Reserve
Bank of Philadelphia
Peggy Koenig
ABRY Partners
  Kim Lew 
Columbia Investment Mgmt Company
Howard Marks
Capital Management


    michael-marvelli   slocum   shawn-wischmeier zell   
    Michael Marvelli
  Rick Slocum
  Shawn Wischmeier
The Margaret A. Cargill

Sam Zell 
Equity Group Investments


Featured CIO Panel

ellison    terra-fuller han-pham  alyssa-rieder wyatt
Ellen Ellison
University of
  Terra Fuller-Kulpins
The Pritzker Group
Han Pham
 San Francisco Employees Retirement System
Alyssa Rieder
 CommonSpirit Health
Katharine Wyatt
Loyola University Chicago


                                             Schedule of Events                                          

Wednesday, December 2  |  10 am - 3 pm ET 


  • 10 AM: Patrick Harker, President, Federal Reserve Bank of Philadelphia and former Dean, The Wharton School (2001 - 2007) interviewed by Professor Kent Smetters, Faculty Director, Penn Wharton Budget Model
  • 11 AM:  Peggy Koenig (WG'86), Chair, ABRY Partners interviewed by Michael Marvelli (KSM'97), Senior Managing Director, UCLA Investment Company
  • 12 Noon:  Sam Zell, Chairman of Equity Group Investments interviewed by Shawn Wischmeier (KSM'02), CIO, The Margaret A. Cargill Foundation
  • 1:30 PM:  Howard Marks (W'67), Co-Chairman & Co-Founder, Oaktree Capital Management interviewed by Rick Slocum (W'80/WG'85), CIO, Harvard Management Company 
  • Includes dedicated time for 1:1 networking  from 9 - 10 am, 12:45 - 1:30 pm and 2:30 - 3:00 pm on our virtual platform which prioritizes face to face engagement in small curated groups or on an ad-hoc basis. 

Thursday, December 3  |  10 am - 12:30 pm ET 


  • 10 AM: FIRESIDE CHAT: Peter Ammon, CIO, Penn Office of Investments and Kim Lew (W'87)President and CEO, Columbia Investment Management Company
    • Ellen Ellison, CIO, University of Illinois
    • Terra Fuller-Kulpins (KSM'03), CIO, The Pritzker Group
    • Han Pham (KSM'00), Public Equity Director, San Francisco Employees' Retirement System (Moderator)
    • Alyssa Rieder, VP & CIO, CommonSpirit Health
    • Katie Wyatt, CIO, Loyola University Chicago
  • Dedicated networking time 9 - 10 am and 12 - 1 pm.

Wharton PE & VC Association (WPEVC) and Kellogg Finance Network (KFN) are proud to celebrate our 10th annual CIO Leaders in Alternative Investments Summit and to host our 2020 Summit in a new virtual environment. This is not a "webinar", our virtual ballroom will afford all attendees the opportunity to interact live with our speakers as well as dedicated time to network and gather in small groups or 1:1 around discussion topics of interest to you.

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:
  • 10:00 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:

MagnetWidget::Event Dashboard


Thank you to our Lead CIO Summit Sponsors: 


                                 REQUEST AN INVITATION        


Interested in sponsorship opportunities?  To learn more about becoming one of our exclusive sponsors please email Stephanie McAlaine at smcalaine@wpevc.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; attendees must be institutionally sized
GPs/LPs and meet the same criteria as the intended guest. 



10:00AM Wed 2 Dec 2020 - 3:00PM Thu 3 Dec 2020, Eastern timezone



[ Get Directions ]

netWidget::Event Dashboard

MagnetWidget::Event Dashboard