2021 CIO Leaders in Alternative Investments Summit - A Virtual Experience 






Open only to institutionally sized GPs/LPs.  LP scholarships available, with priority given to
non-profit pensions, foundations, endowments.

The CIO Alternative Investments Summit hosted by the Wharton Private Equity & Venture Capital Alumni Association (WPEVC) and the Kellogg Finance Network (KFN) has assembled some of the most influential and leading minds in this industry for high-level discussions of the most critical issues confronting money managers and investment officers. Together these leading institutions will host the 11th annual CIO Summit Tuesday, November 30 - Wednesday, December 1, 2021 on our virtual platform.


    falls   james   wood    
    Amy Falls
Northwestern University

  Chris James
Engine No. 1
  Cathie Wood
ARK Invest

Discussions will include commodities, inflation, risk management in alternative investments, spacs, tech, co-investing, ESG activism, US-China tensions and the rise of Asia, and much more. Additional speakers to be announced.

The Summit will continue to offer candid, investor-only conversations, engaging roundtables and fascinating keynotes. The audience will remain highly targeted to include just LPs and GPs, and a relatively even split between the two.  


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:  
Each day includes 3-4 content pieces (fireside chat or panel sessions), open networking on the virtual platform and a 45- minute break.
  • Tuesday, November 30, 2021 | 9:30 am - 2:00 pm EST

  • Wednesday, December 1, 2021  | 8:00 am - 12:30 pm EST

  • VIRTUAL - the CIO Summit will span two partial days; timing subject to change

  • Our virtual platform allows attendees to engage with one another similar to an in person event


Thank you to our Lead CIO Summit Sponsors: 

    iqeq   crestline  


Interested in sponsorship opportunities?  To learn more about becoming one of our exclusive sponsors please email 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.