9:30 a.m. Begin Broadcast
Coffee - Initial Greetings - Peter Thurlow, Partner - Polsinelli
9:45 a.m. - 10:30 a.m, Economic Outlook
Tyson Halsey, Managing Member - Income Growth Advisors
Michael White, President - IBK Capital Corp.
10:30 a.m. - 11:30 a.m, Alpha Strategies
Suzanne Murphy, Managing Director - Lampe Conway
Rob Li, Managing Partner - Amont Partners
Alexander Levin, Chief Investment Officer - Plettenberg Capital
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners
11:30 a.m.- 12:30 p.m. , Manager Selection
Danye Wang, Managing Partner - Uniglobe Capital
Joel Goschalk, COO - Aminona Capital Partners
Ellen Snibbe Baker, Partner - Baker Aurora LLC
Lindsey Sichel Rubinstein - Legacy Wealth
Moderator - Howard Cohen, Strategies for Wealth
12:30 p.m.- 1:30 p.m. , Venture Capital
Peter Thurlow, Partner - Polsinelli
Emma Arakelyan, CEO & Founder - Orion Worldwide Innovations
Dianna Raedle, CEO/President/Founder - Deer Isle
Moderator - TBD
1:30 p.m. - 2:20 p.m, Private Equity Direct Deals, Search Funds and Independent Sponsors
Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Joseph Abadi , Founder - CFO Assist
Moderator - Howard Cohen, Strategies for Wealth
2:20 p.m. - 2:30 p.m, New Approaches to Managing Private Portfolios
Paul Russo, K2X Capital
2:30 p.m. - 2:40 p.m, New Approaches to Managing Private Portfolios
Enrique Martinez, MergeIT AI
2:40 p.m. - 3:30 p.m Artificial Intelligence
Enrique Martinez, MergeIT AI
Konstantin Fominykh, CFA, CEO & CIO - TenViz
Alexander (Sasha) Forostenko, Co-Founder, Sonotheia, Inc
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners
3:30 - 4:20 p.m. , Real Estate Outlook 2025
Todd Bassen , Managing Partner - Bassen Properties
Justin Piasecki , President - George Smith Partners:
Moderator, Jim Bowles - Managing Director - Prana Investments
Yann Lepape, Founder and Developper - Swing And Rythm Investment Managers
10:30 a.m. - 11:20 a.m. Agentic AI
Tom Oser, Managing Partner / CEO - Pipeline Strategy Partners
Alexander Forostenko, Co-Founder - Sonotheia
Samrah Kazmi CISO + Chief Innovation Officer | Board-Level Advisor on Enterprise AI, Cybersecurity & Trust - RESRG
Moderator - Shelly O'Donovan, Authentic Influence Group, ITM LLC.
11:20 - 12:20 pm , Healthcare
Nikolaos (Nik) Tezapsidi President & CEO - Neurotez, Inc. ·
Brandon Bendes, Woven Orthopedics
Norm Friedland, Esq, Co-Founder, FullSky Partners
Alan Gilbert, M&A Advisor - Graystone
Valerie Sullivan, Partner - VNS Partners
Moderator - Steven Katz, President - Steven Katz & Associates, Inc.
12:20 p.m. - 1:00 p.m. The SPACs and Longevity Markets
Patrick Sturgeon, Managing Partner - Brookline Capital Markets
1:00 p.m.- 1:40 p.m. Private Equity Outlook 2026
Brian Kelley, CFA, CPA, Founder & Managing Partner - Halberd Advisors LLC
Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Moderator - Shelly O'Donovan, Authentic Influence Group, ITM LLC.
Date: Wednesday February 4th, 2025
Time: 8 AM to 5:00 PM Eastern Time
Suzanne Murphy
Lampe Conway
Gary Post
K Funds
Sanjay Shrivastava
Samy Dwek
Investment consultant
Single Family Office
Day 1-2
Polsinelli
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NYC, NY 10016
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