October 1, 2025
8:00 AM to 6:00 PM
The Mandarin Oriental, Boston
Topics
Private Markets, Venture Capital, Real Assets, ESG, 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, Family Offices, Insurance Companies, Wealth Managers and other allocators.
Sponsorship opportunities are available for Asset Managers and Service Providers.
Meet The Speakers
Sanford “Sandy” Rich
Executive Director
NYC Board of Education Retirement System
Sanjay Chawla
Executive Vice President & Chief Investment Officer
FM Global
Dylan Tate, CFA, CAIA
Chief Investment Officer
New York State Nurses Association Pension Plan & Benefits Fund
Daniel Kern
Chief Investment Officer
Nixon Peabody Trust Company
Brendan MacMillan
Chief Investment Officer
QP Global Family Offices
Wen Nannen, CFA
Founder & Principal
Altira Partners
Mohan Chimalakonda, FRM, CAIA
Investment Officer
IFC – International Finance Corporation
Nishant Upadhyay
Head of Global Fixed Income & Liquid Alternatives, Principal Investment Officer
State of Connecticut Office of the Treasurer
Dulari Pancholi, CFA, CAIA
Partner, Head of Credit and Diversifying Strategies
NEPC
Keirsten Lawton
Partner, Co-Head US Private Equity Research
Cambridge Associates
JingLin “Jingle” Huang, CAIA
Director, Private Market Investments
Segal Marco Advisors
Rob Fitzgerald
Senior Vice President, Real Assets
Aksia
Brian Cronin
Investment Director, Private Equity
NEPC
Kevin O’Connell
Senior Consultant
Fiducient Advisors
Alena Kuprevich
Managing Director & Founding Partner
Disciplina Group
Nick Greenbacker
Senior Investment Principal
Partners Capital
Lisa Cohen
Board Chair
Visible Foundation
Anthony Martinez
Partner
Mercer
Aaron White
Executive Director & Head of Sustainable Investing
CIBC Asset Management
Brian DeChristopher, CFA
Research Analyst
Hardman Johnston Global Advisors
Charles Anselm, CFA
CEO and Founder
OSYTE Investment Technology
David Seelbinder
Investment Director
IFM Investors
Michael Phillips
Chief Executive Officer
Loci Capital
Joseph Ryu
Managing Director
Prospect Capital