October 6, 2026
8:00 AM to 6:00 PM
Omni Boston Hotel at the Seaport
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
JingLin “Jingle” Huang, CAIA
Vice President, Private Market Investments
Segal Marco Advisors
Dylan Tate, CFA, CAIA
Chief Investment Officer
New York State Nurses Association Pension Plan & Benefits Fund
Sanford “Sandy” Rich
Executive Director
NYC Board of Education Retirement System
Brendan MacMillan
Chief Investment Officer
QP Global Family Offices
Frances Newton
Chief Investment Officer
Tuttle Wealth / Tuttle Capital Management
Michael Serio, CFA, CAIA
Chief Investment Officer
Trilogy Financial
Will Mucci
Deputy Chief Investment Officer
CapShift
Samantha Gross, CFA
Director, Client CIO Team
TIFF Investment Management
Sean Holland
Director – Multi-Asset Manager Due Diligence & Selection
New York Life Insurance Company
Peter Culver
Co-Founder
Freedom Family Office
Mark Kheyfetz, CAIA
Director of Investments
Yeshiva University
Joshua Garcia
Senior Vice President, Private Equity
CIBC Private Wealth US
Mohan Chimalakonda, FRM, CAIA
Investment Officer
IFC – International Finance Corporation
Lisa Cohen
Board Chair
Visible Foundation
Anthony Martinez
Partner
Mercer
Brian Cronin
Investment Director, Private Equity
NEPC
Connor Carew
Managing Partner
PermCap
Jim Sanger
Managing Partner, Co-Founder
Second Alpha Partners
Michael Phillips
Chief Executive Officer
Loci Capital
Edward Talmor-Gera
Founder & Chief Executive Officer
NewVest