CIO Alternative Investments Summit 

November 29th

New York Athletic Club, New York City

The CIO Alternative Investments Summit hosted by the Wharton Private Equity & Venture Capital Alumni Association (WPEVCAA) 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 12th annual CIO Summit Wednesday, November

29, 2023 at the New York Athletic Club. 

The CIO Summit has been a sell-out event each year to an audience composed of 250+ senior level investment decision makers from institutional LPs including endowments, foundations, single/multi- family offices, corporate and public pensions, and insurance as well as private equity, hedge fund and fund-of-fund investors. The audience will remain highly targeted to include just LPs and GPs, and a relatively even split between the two. 

The event will offer candid, investor-only conversations and a fascinating speaker line-up with many more names to be added. Attendees can expect a combination of keynote addresses / fireside chats, CIO plenary panels, concurrent breakout sessions and ample networking.  


  • Peter Ammon, Chief Investment Officer, University of Pennsylvania
  • James Keenan, CFA, Chief Investment Officer and Global Head of Private Debt, BlackRock   
  • Michael D. Rees, Co-President and Head of GP Strategic Capital, Blue Owl Capital
  • Rick SlocumW'80/WG'85, Chief Investment Officer, Harvard Management Company     
  • Vishnu SrinivasanW'00, VP & Chief Investment Officer, The Ohio State University
  • Catherine D. Wood, Chief Executive Officer/Chief Investment Officer, ARK Invest

For the most current listing please visit

Several important factors distinguish the CIO Summit from other conferences:

  • Focused on bringing LPs and GPs thought-provoking content and ideas in an intimate, engaging environment;
  • An invitation only, peer setting of senior level alternative investors;
  • Closed to the media to encourage candid discussion;
  • Hosted by two top-tier university-based organizations, but open to alumni of all schools



Date:  Wednesday, November 29, 2023
Time:  8:00 AM - 6:00 PM ET (subject to change)
Location:  New York Athletic Club, 180 Central Park S, New York, NY 10019


Open only to institutionally sized GPs/LPs. 
LP scholarships available, with priority given to not-for-profit pensions, foundations, and endowments. Email requests for your complimentary LP ticket to Jennifer Simons,

  • Who is invited to register:

    Institutionally sized investors who are GPs (such as Private Equity, Venture Capital, Hedge Fund, Single or Multi Family Offices) or LPs, (including SFO/MFO, Endowments, Foundations, Pensions, Insurance or Sovereign Wealth Funds).  Investment professionals from all schools are welcomed. Note that seating priority is not offered to those who are in investor relations, marketing or business development roles. 

  • Who does not qualify to attend:
    Advisory firms, investment banks, placement agents, third party marketers, senior lenders, lawyers, accountants, wealth managers, recruiters, consultants and other service providers to the industry. Registrations received from these groups will be refunded less a $50 processing fee. Before registering you may verify that you qualify by emailing



Thank you to our CIO Summit Sponsors!

  blackrock                                iqeq


Thank you to our Annual Corporate Sponsors!
  morganlewisnew        newams   


             triago_rgb                   wtw


Cancellation Policy: 
Cancellations must be received via email to by 9:00 PM ET Monday, November 20, 2023 to receive a refund, less a $25 processing fee. Substitutions are welcome in advance though attendees must meet the eligibility outlined above. 

Room Block:

A limited room block will be available at the New York Athletic Club. Details to be posted soon.

Dress Code: 
A jacket and collared shirt are required for men, and a jacket and tie are preferred. Women should dress with equal formality.  

Questions regarding the event, registration or log-in: 

Contact Jennifer Simons,