June 15th & 16th, 2020 I The Harmonie Club, NY

The Global Investors Annual Meeting is a closed-door program that gathers the world's leading fund managers, institutional allocators and private wealth investors currently investing and fundraising across the globe. This meeting offers a unique platform to learn from and alongside industry thought leaders. Panel sessions and Private meetings throughout both days will allow for deepening relationships, developing partnerships and fostering business. This two-day conference will host up to 400 leading investors, managers and other professionals to discuss investment opportunities and new trends in the market.

Where Great Minds Reunite

Lectures. Networking. Fundraising. Market Intelligence.

Past Keynote Speakers

Daniel A. D’Aniello | Co-Founder and Chairman Emeritus | The Carlyle Group

Prior to forming Carlyle in 1987, Mr. D'Aniello was Vice President for Finance and Development at Marriott Corporation.  Before joining Marriott, Mr. D’Aniello was a financial officer at PepsiCo, Inc. and Trans World Airlines.  He is a 1968 magna cum laude graduate of Syracuse University, where he was a member of Beta Gamma Sigma, and a 1974 graduate of the Harvard Business School, where he was a Teagle Foundation Fellow. Mr. D’Aniello is Chairman of the American Enterprise Institute; Co-Chairman of the Institute for Veterans and Military Families; a member of the U.S.-China CEO and Former Senior Government Officials’ Dialogue of the U.S. Chamber of Commerce; Chairman of the Wolf Trap Foundation for the Performing Arts; a Lifetime Board Trustee of Syracuse University, and a member of the Corporate Advisory Council to the Martin J. Whitman School of Management.

Valerie Rockefeller | Chairman | Rockefeller Brothers Foundation


Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change that contributes to a more just, sustainable, and peaceful world. Her professional background is as a middle school special education teacher for adolescents with learning differences and emotional disabilities. She began her teaching career at Central Park East Secondary School in East Harlem, New York, and also taught in Australia. Valerie has a M.Ed. in Special Education from Bank Street College of Education and a MAT in secondary Social Studies from Columbia University Teachers College. She majored in International Relations at Stanford University, and worked as a confidential assistant to Secretary Richard Riley at the U.S. Department of Education during the first Clinton administration. She also serves as a trustee of Achievement First, the Asian Cultural Council, Columbia University Teachers College, D.C. Preparatory Academy, Greenwich Academy, the Gilder Lehrman Institute of American History, and Rockefeller Philanthropy Advisors. Ms. Rockefeller was a trustee of Spelman College, and is a member of the Council on Foreign Relations. Ms. Rockefeller lives with her daughters Percy and Lucy and her son Davis in Old Greenwich, Connecticut.

Gary R. Petersen | Managing Partner & Founder | EnCap Investments L.P.

Prior to the formation of EnCap in 1988, Mr. Petersen was a Senior Vice President and Manager of the Corporate Finance Division of the Energy Banking Group for Republic Bank, Houston from 1985 to 1988. His responsibilities included mergers and acquisitions, financial advisory services and institutional fundraising for the energy industry. Prior to his position at Republic Bank, Mr. Petersen was an Executive V.P. and a member of the board of directors of Nicklos Oil & Gas Company in Houston from 1979 to 1984. Previously, Mr. Petersen was a Group V.P. in the Petroleum and Minerals Division of Republic Bank, Dallas. He served from 1970 to 1971 in the U.S. Army in Washington, D.C., as a First Lieutenant in the Finance Corps and as an Army Officer in the Army Security Agency. Mr. Petersen holds Master of Business Administration and Bachelor of Business Administration degrees in finance from Texas Tech University and is a Distinguished Alumnus of Texas Tech. Mr. Petersen has done post-graduate work at American University and the Stonier Graduate School of Banking at Rutgers University.​

Mitzi Perdue | Two Long-Time Family Businesses | Sheraton & Perdue


Mitzi Perdue combines the experiences of two long-time family businesses.  Her father Ernest Henderson co-founded the Sheraton Hotel Chain and her late husband Frank Perdue was the second generation in the poultry company that today operates in more than 100 countries.  She loves to point out that the Henderson family business began in 1840 with the Henderson Estate Company and they have been having yearly family reunions since 1890. If you combine the 178 years since the Henderson business began, and the 98 years that Perdue Farms has been in business, she represents 276 years of family history.   The family business that Mitzi founded and runs with her two sons CERES Farms, is a family-owned commercial and agricultural real estate investment company.  The  vineyards which are a part of CERES  sell wine grapes to wineries such as Mondavi, Bogle, Folie a Deux, and Toasted Head.  Mitzi Perdue likes nothing better than to share tips for what worked in her two long-running families.

Investment Opportunities with Trade Tensions: Asia Perspective

Cindy Guo | Founder and Chairman | Zhong Capital Holding Group 


Ms. Guo, Jia (Cindy) manages several investment fund brands, incl. Ventech China, Zhong Capital, Transpac Capital, etc., which invest in high-potential businesses in TMT, life science, FinTech and new city development in China. Ms. Guo has been widely involved in collaborations with academic institutions and industrial groups in Europe, U.S. and China. Ms. Guo led Ventech China USD Fund (Vintage 2007) to win the Global Top-10 Return Funds Award from the UK Preqin. In her early career, Ms. Guo led the development of a trading engine based on the Fix Protocol to connect and enable the US exchanges and HKEX AM3 mechanism. Ms. Guo graduated from China Central University of Finance and Economics with dual bachelor’s degree in International Finance and International Accounting. Ms. Guo also attended executive programs in Harvard Business School, Oxford University, Cheung Kong Graduate School of Business.

A Few Past Participants Include:
Senior Principal
Chief Executive Officer
Riverkeys Advisors
Fresno County Employees' Retirement Association
Meketa Group
CIO - Pension Division
Rimac Seguros
CIO & Managing Partner
ACIMA Private Wealth
Co-Founder & CIO
The Witter Family Offices
Chief Economist & Strategist
Gluskin Sheff
Portfolio Manager
Altium Wealth
Global Private Markets
Dimeo Schneider
Three Bridge Wealth Advisors
GK Investment Management
Chief Investment Strategist
Keel Point
Partner & CIO
Apex Financial Advisors
Sr.Managing Director
C.J. Lawrence
Past Platinum Sponsors
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The Harmonie Club

4 East 60th Street

New York, NY

United States 10022

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