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.

Complimentary Tickets for KFN Advisory Board Members: please email Blythe Hamer to register.  


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.

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

    TUESDAY, NOVEMBER 30 (timing ET and subject to change)
9:30a Virtual Ballroom Opens


FIRESIDE CHAT: Dr. Kai-Fu Lee, Chairman and CEO, Sinovation Ventures interviewed by Pamela Fung (WG'09), Executive Director, Morgan Stanley Alternative Investment Partners
lee-kai-fu-circle fung-pamela-circle
Dr. Kai-Fu Lee Pamela Fung
10:30a Open Networking & Table Topic Meet-ups 


FIRESIDE CHAT: Chris James, Founder, Engine No. 1 interviewed by Chris Winiarz (KSM'11), Deputy CIO, Stable Asset Management
james winiarz

Chris James  Chris Winiarz
11:45a Break / Open Networking & Table Topic Meet-ups 


FIRESIDE CHAT: Amy Falls, VP & CIO, Northwestern University, interviewed by Shawn Wischmeier (KSM'02), CIO, Margaret A. Cargill 
falls shawn-wischmeier
Amy Falls  Shawn Wischmeier
1:00p Open Networking & Table Topic Meet-ups thru 2:00p
  WEDNESDAY, DECEMBER 1 (timing ET and subject to change)
8:00a Virtual Ballroom Opens
8:15a Reversal of Healthcare Innovation: From China to around the Globe
   chew bin-li yang  
  Thian Chew

Managing Partner
Polar Ventures
Bin Li
Founder & CIO
Lake Bleu Capital
Lynn Yang
Managing Director
Sequoia Capital
9:00a Open Networking & Table Topic Meet-ups 
10:00a CIO Perspectives Panel
     grabel lee-ken recker-tim-circle shufrin  warren  
  Jonathan Grabel

Ken Lee

Children's Health
Tim Recker
CIO & Treasurer
The James Irvine
Deborah Shufrin

Colby College 
Nicholas Warren
Brandeis University
11:15a FIRESIDE CHAT: Cathie Wood, CEO, ARK Invest interviewed by Dr. Pippa Malmgren, Partner & Senior Advisor, Monaco Foundry, Economist and Award Winning Author
wood     pippa-malmgren  
Cathie Wood   Pippa Malmgren

12:00p Open Networking & Table Topic Meet-ups thru 1:00p


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:  subject to change
Each day includes speaker sessions and  open networking on the virtual platform.
  • Tuesday, November 30, 2021 | 9:30 am - 2:00 pm EST

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

  • 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  

          KFN Leadership please reach out directly to Blythe Hamer to receive your complimentary ticket at bhamer@kelloggfn.org      

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.