Join 250+ senior allocators and private market investors who shape how institutional capital is deployed for candid, off-the-record conversations at the 2026 CIO Alternative Investments Summit hosted by the Wharton PE & VC Alumni Association and the Kellogg School of Management.

The event is centered on substantive discussions and peer networking focused on the key issues shaping institutional investing today, with keynote conversations, CIO panels, breakout sessions, and curated networking.

Several important factors distinguish the CIO Summit:

  • LPs and GPs receive thought-provoking content and ideas in an intimate, engaging environment;
  • An invitation only, peer setting of senior level decision makers;
  • Closed to the media to encourage candid discussion;
  • Hosted by two top-tier university-based organizations, the Summit welcomes all institutionally-sized investors regardless of school affiliation; and
  • A no service provider environment outside of an intentionally limited number of sponsors.

Who is invited to register: Institutionally sized investors who are GPs (such as Private Equity, Venture Capital, Private Credit, Hedge Fund, and other alternative investment strategies or LPs, (including SFO, Endowment, Foundation, Pensions, Insurance or Sovereign Wealth Funds). 

Investment professionals from all schools are welcome to attend.

A few notes for registrants

  • Registration includes a short survey to determine eligibility.
  • Registration is subject to host approval before being confirmed.
  • LP scholarships are available to qualifying institutions, non-profits are prioritized.
  • Discount codes are applied at checkout.

QUESTIONS: Contact Jen Simons at jsimons@wpevc.org

 

Tuesday, December 8, 2026

New York Athletic Club
180 Central Park South
New York, NY 10019

Speakers

Additional speakers to be announced

Jeff Akers (KSM 'O4)

Partner & Head of Secondary Investments
Adams Street Partners

Elizabeth Burton

Former CIO
Employees’ Retirement System of the State of Hawaii

Paul Carbone

Co-Founder & President
Pritzker Alternative Strategies

Nigel Dawn

Senior Managing Director
Evercore

Derek Drummond

Funds Alpha Manager
State of Wisconsin Investment Board

Caroline Gillespie Greer

Managing Director
Commonfund

Veena Isaac

Partner and Co-head of Apollo S3
Apollo

Bill Lee

Former CIO
New York-Presbyterian (NYP) Hospital and Kaiser Permanente

Jeff Peterson

CIO
Gillon Capital

Jeremy Schwartz (W’03)

Global CIO
WisdomTree

Andrew Seamons

CIO
HF Capital

Jeremy Siegel

Russell E. Palmer Professor Emeritus of Finance
The Wharton School

Mike Silva

Investment Manager
CalPERS

Matt Stoeckle

Director
Liberty Mutual Investments

Paula Volent

Former CIO
The Rockefeller University and Bowdoin College

Shawn Wischmeier (KSM '02)

CIO
Margaret A. Cargill Philanthropies

Event Sponsors

Premier Sponsors

Evercore Logo
Wisdom Tree logo

Supporting Sponsor

For information on exclusive sponsorship opportunities, please contact Jen Simons (jsimons@wpevc.org)