Conference Address

New York, NY - Online - Zoom

AGENDA - Wednesday April 16th

Venue:

*NYC, NY /Zoom

8:00 a.m., Breakfast

8:30 a.m. - 8:45 a.m, Initial Greetings

9:00 a.m. Begin Broadcast
Coffee - Initial Greetings - Kevin Pianco Partner - BDO

8:45 a.m. - 9:30 a.m, Economic Outlook

Yuri Khodjamirian, CFA , Chief Investment Officer - Tema ETFs

9:30 a.m. - 10:20 a.m, Alpha Strategies

Tyson Halsey, Managing Member - Income Growth Advisors
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group


Moderator - Alexandra Calma, Calma Consulting

10:20 a.m.- 11:10 p.m. , Manager Selection

Mark Heil, Managing Director - Pickwick Capital Partners

Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.

11:10 a.m.- 12:00 p.m. , AI's Impact on Alternatives

Moderator - Tyson Halsey, Managing Member - Income Growth Advisors

12:00 p.m. - 12:30 p.m,

12:30 p.m. - 1:00 p.m AI Outlook 2025

Darwin Ling, Founder / General Partner - Good AI Capital

1:00 p.m. - 2:00 p.m, Frontier/DeepTech Outlook

Darwin Ling, Founder / General Partner - Good AI Capital
Moderator - Ross Weiner, Founder & CEO - Gemsco Capital & Gemsco Realty Advisors

2:00 - 3:00 p.m. , Real Estate Outlook 2025

Paul Sygrove, Chief Investment Officer at Swig Equities
Adam Gower, Founder - Gower Crowd

Moderator, Jim Bowles - Managing Director - Prana Investments

3:00 p.m. - 3:25 p.m Outlook 2025

3:25 p.m. - 4:35 p.m, Healthcare

Oscar Garcia, Founder & Managing Partner - GD Partners LLC
Norm Friedland, Esq, Co-Founder, FullSky Partners



Moderator - Steven Katz, President - Steven Katz & Associates, Inc.

4:30 p.m. - 5:00 p.m, Family Office Direct Investments

Date: Wednesday April 16th, 2025
Time: 8:00 AM to 5:00 PM Eastern Time

AGENDA - Thursday April 17th

Venue:

*NYC, NY

8:30 a.m., Check-In - Coffee

*NYC, NY/Zoom

9:00 a.m. , Initial Greetings - Open Zoom

Peter Thurlow, Partner - Polsinelli
*NYC, NY/Zoom

9:15 a.m. - 9:45 a.m. Private Equity Outlook 2025

Andreas Calianos, Chief Investment Officer - Skepticus INC

9:45 a.m. - 10:00 a.m. Healthcare VC Opportunities 2025

Elizabeth Cho-Fertikh, Managing Partner - MEDA Ventures

10:00 - 11:00am ,

11:00 a.m.- 12:00 p.m. Venture Capital

Peter Thurlow, Partner - Polsinelli


Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.

12:00 - 12:15am ,

Lorrie King, Co-Founder - Caire Beauty

12:30 - 1:00 pm ,

Chris Wheeler, CEO - QuantumCyte

1:00 p.m.- 2:00 p.m. 2025 Credit Investment Strategies

Suzanne Murphy, Managing Director - Lampe Conway
Joel Goschalk, COO - Aminona Capital Partners

Thomas Gere, Managing Director - Brean Capital, LLC ·
Moderator - Samir Shah, Managing Member, CEO/CIO - MBS Mantra, LLC

2:00 p.m. - 3:00 p.m, Private Equity and Mergers and Acquisitions

Carol Pepper, CEO and Founder - Pepper International
Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Marco Soriano, Chairman of the Board of Directors - The Soriano Group / Soriano Family Office
Tom Zucker, President - EdgePoint Capital Advisors
Moderator - Greg Libertiny, MBA CPA CFF ABV CDA - Managing Partner - NBT Associates LLC

3:00 p.m.- 4:00 p.m. Private Equity Search Funds and Independent Sponsors

Aakif Ahmad, Executive - Alliance Investments Management LLC
Matthew Land, Owner - Viva Industrials
Gaurav Mehta, Managing Partner - Mehshah Capital


Moderator - Daniel Marcus, Adjunct Professor -NYU
Date: Thursday April 17th, 2025
Time: 9 AM to 4:00 PM Eastern Time