September 1, 2026
8:00 AM to 6:00 PM
City Hall-Recess Chicago
Topics
Alternatives, Private Markets, Venture Capital, Real Assets/Real Estate, Portfolio Construction, Asset Allocation, Risk Management, and more!
About This Event
Portfolio Summits LP content is built by and for LPs and includes dedicated discussions on liquid and illiquid alternatives. Attendees include investment teams from Pension Funds, Endowments & Foundations, OCIOs/Investment Consultants, Healthcare Systems, Insurance Companies, Family Offices, Wealth Managers and other allocators.
Sponsorship opportunities are available for Asset Managers and Service Providers.
GP Registration
Total Price
$2,500
Admission to the event.
Access to all summit panels and presentations.
Admission to Happy Hour!
Meet The Speakers
William Shannon
Chair of Investment Committee, Board of Directors
Barrington Area Community Foundation
Matt Zumbach, CFA
Chief Investment Officer, President & Treasurer
Baylor Oral Health Foundation
Kevin Fieldman
Director, Investment Strategist
CAPTRUST
Dr. Mark Shore
Economist & Director
CME Group
Sameer Sawaqed
Director & Investment Committee Member
Freedom Family Office
Steven Dudash, CFP
Chief Executive Officer & Financial Planner
IHT Wealth Management
Jim Maloney
Director
Illinois Public Pension Fund Association
Jeremy Mayeur
Associate Investment Officer
Illinois State Board of Investment
Michael Sebastian
Global Head of Multi-Asset Investments
Mercer
Daniel Bryant
Board Chairman
The Mather Group
Nadia Oumata
Investment Officer
Municipal Employees’ Annuity and Benefit Fund of Chicago
DeAnna Jones
Senior Consultant
NEPC
Tommy Huie
Board of Trustee
Rice University Endowment
Trey Hart
Investment Committee Member
Rush University Medical Center
Michael Serio, CFA, CAIA
Chief Investment Officer
Trilogy Financial
Dan Grana, CFA, CAIA
Senior Investment Director
University of Iowa Center for Advancement
Jeremy Heer CFA, CAIA
Managing Director, Investment Research and Engagement
University of Illinois Foundation
Matthew Rice, CFA, CAIA
Managing Partner, Chief Investment Officer
Vistamark Investments
Ryan Walter
Partner, Director of Institutional Advisory
Vistamark Investments
Henry Wilson
Board of Trustee
Wayne County Employees’ Retirement System
Uwe Schillhorn
Partner
Yupa Fund Services
Peter Cushman
Partner & Chief Commercial Officer
Oakwood Real Estate Partners
Michael Phillips
Chief Executive Officer
Loci Capital
Nitin Gupta
Managing Partner, co-CIO
Flexstone Partners