2020 Chief Investment Officer Summit

| Harvard Club of New York


Event postponed to October 13 – 14, 2020, Harvard Club of New York.

Please click here to view the latest update to all attendees.

2020 Chief Investment Officer Summit

October 13-14, 2020, Harvard Club of New York

Register Now

Pieces of the Puzzle… What investors need for 2020 and beyond

Springtime brings fresh ideas. It’s the time of year when CIOs gather to hear from the newest CIO Innovation Award winners, fellow CIOs and top thought leaders to vet some of the most challenging issues of 2020.

A few topics we’re covering for our agenda:

  • Insulating Portfolios Against Geopolitical Risk
  • Internal Alpha vs. External Alpha
  • ESG vs. Divestment
  • Best practices for Succession Planning
  • Models for Strategic Investment Partnerships, including CoInvestments
  • The Lure of Private Markets

This year’s theme, Pieces of the Puzzle, will pull from all aspects of the industry for engaging discussions. We’ll also be toasting WSIB’s Gary Bruebaker’s stellar career. Day 1 of our CIO Summit will launch with a special closed door session for CIO allocators only, brought back from last year’s agenda by popular CIO demand.

Advisory Board:

So far this year’s advisers include former award winners and CIOs:

  • Chris Ailman of CalSTRS; 
  • Raphael Arndt of Australia’s Future Fund; 
  • Mark Baumgartner of Institute for Advanced Study;
  • Nolan Bean of FEG Investment Advisors;
  • Robin Diamonte of UTC; 
  • Mark Fawcett of National Employment Savings Trust (NEST); 
  • Marcus Frampton of Alaska Permanent Fund Corporation; 
  • Jonathan Glidden of Delta Air Lines;
  • Jonathan Grabel of Los Angeles County Employee Retirement Association (LACERA); 
  • James H. Grossman, Jr. of Commonwealth of Pennsylvania, Public School Employees’ Retirement System; 
  • David Holmgren of Hartford HealthCare; 
  • Robert Hunkeler of International Paper; 
  • Elizabeth Jourdan of Mercy; 
  • Kim Lew of Carnegie Corp; 
  • Leslie Lenzo of Advocate Aurora Health
  • Sam Masoudi  of Wyoming Retirement System; 
  • Charles Van Vleet of Textron;
  • Joel Wittenberg of W. K. Kellogg Foundation
Register Now

Contact Information

Sponsorship Information

Katie Bacon (203) 249-3360 or (203) 595-3184

General Information

Carol Popkins (203) 461-0985