Wharton Global Allocators Summit

Join us for the inaugural Wharton Global Allocators Summit on Friday May 19, 2023, where top allocators from around the world will gather to share insights and best practices on investment strategies and portfolio management. This exclusive event offers a unique opportunity to learn from and engage with some of the most prominent names in the industry.

Given the dynamic investment landscape of today, we aim to uncover the key challenges, emerging trends and strategic considerations faced by global allocators through open forum and discussion. Highlights of the summit include:

    • Keynote speeches from industry leaders and renowned experts
    • Panel discussions on the latest investment trends and strategies
    • Roundtable discussions on specific asset classes and regions
    • Opportunities to meet and connect with fellow allocators and investors

Focal themes of the summit include:

    • The global economic outlook and market trends
    • Optimal asset allocation strategies in the current economic context
    • The role of alternative investments in asset portfolios
    • Emerging technologies and tools available to today’s allocators
    • Potential risks and rewards of integrating ESG into allocation decisions

Whether you are looking to expand your network, gain new perspectives on investing, or simply stay on top of the latest industry developments, the Wharton Global Allocators Summit is the must-attend event of the year.

This is a by-invitation only event. To be invited, you have to be a current senior investment professional responsible for asset allocations at a sovereign wealth fund, pension fund, insurance company, endowment, trust, foundation, development finance institution, family office, or similar organizations.

The event will take place on Wharton’s campus from 8:00am to 6:30pm on the 8th Floor Conference Facility in Jon M. Huntsman Hall, 3730 Walnut St., Philadelphia, PA 19104, and is complimentary to all invited attendees and speakers.

If you have not received an invitation but would like to be considered please register below.

For any questions or if you require additional information please contact Ziad Sarkis, Director of Research at zsarkis@wharton.upenn.edu



We have reserved a block of hotel rooms for registered guests for Thursday, May 18th at The Study Hotel at University City at the conference rate of $269 per night + tax

The Study Hotel at University City
20 S 33rd St, Philadelphia, PA 19104

Space is limited so please reserve your room early!


Wharton Global Allocator Summit 2023

Friday May 19, 2023 – 8th Floor Jon M. Huntsman Hall

Conference Theme: Allocations in changing times

(Tentative Agenda Subject to change)

08:00 – 09:00 Breakfast and registration
09:00 – 09:15 Introduction and Welcome Remarks
09:15 – 10:00 Keynote Speech: Global allocations given current geopolitical and economic situation
10:00 – 10:45 Panel: Allocations in times of uncertainty, Practical Tips
10:45 – 11:00 Morning Coffee Break
11:00 – 11:45 Panel: Alternative Investment Funds: Best Practices in Fund Due Diligence
11:45 – 12:30 Panel: Building Co-Investing and Direct Investing Programs: A roadmap
12:30 – 13:30 Lunch
13:30 – 14:15 Panel: Emerging Markets: Where, When, and How
14:15 – 15:00 Panel: Improving Allocation Decisions with Data and Analytics
15:00 – 15:15 Afternoon Coffee Break
15:15 – 15:45 Presentation: Public Markets Outlook
15:45 – 16:30 Group Discussion: ESG Investing: Moving from Niche to Mainstream
16:30 – 17:15 Industry Roundtables
17:15 – 17:20 Closing Remarks
17:20 – 18:30 Drinks and Dinner



Wharton Global Allocators Summit