Conference Address

New York, NY - Online - Zoom

AGENDA - Tuesday June 23rd-24th

Venue:

*NYC, NY /Zoom

9:00 a.m., Breakfast

9:00 a.m. - 9:15 a.m, Initial Greetings

9:30 a.m. Begin Broadcast
Coffee - Initial Greetings - Polsinelli

9:30 a.m. - 10:15 a.m, Economic Outlook

Jeroen van Oerle, CFA Senior Portfolio Manager - Lombard Odier

10:15 a.m. - 11:15 a.m, Alpha Strategies

Brendan McCarty, Managing Member - ScaleBuilder
Tyson Halsey, Managing Member - Income Growth Advisors

Josh Farkas, Founder and Partner - Delmare Capitall
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

11:15 p.m. - 12:00 p.m, Global Macro Outlook

12:00 p.m. - 12:45 p.m, TBD

12:45 p.m. - 1:15 p.m,TBD

Paul Russo, K2X Capital

1:15 p.m.- 2:00 p.m. , The Great Game of System 1 (USA) vs System 2 (Silk Road Initiative) Quests for Global Dominance

Georges Ugeux, Chairman and CEO - Galileo Global Advisors
Sanjeev Yadav, Founder, CEO - Banyan Tree Global (BTG)
Moderator - Matthew Katzeff

1:50 p.m. - 2:00 p.m, New Approaches Private Portfolios

Enrique Martinez, Chief Executive -MergeIt AI

2:00 p.m. - 2:25 p.m, Why Infill is the Strongest Subsector in

Doug O'Donnell, CEO & President - The O'Donnell Group

2:25 p.m.- 3:10 p.m. , Early Stage Investments

Peter Thurlow, Partner - Polsinelli

Dianna Raedle, CEO/President/Founder - Deer Isle
Moderator - Howard Cohen, Strategies for Wealth

3:10 p.m. - 3:50 p.m, Opportunities in AI and Healthcare

Mark Urdahl, Managing Partner - Mountain VCy

3:50 - 4:40 p.m. , Real Estate Outlook 2026

Harold Bordwin, Principal & Co-President - Keen-Summit Capital Partners LLC

Paul Sygrove, Swig Equities - CIO
Nick Chen, Founder and Managing Principal - L3 Capital Group
Moderator, Jim Bowles - Managing Director - Prana Investments

4:30 p.m. - 5:10 p.m, TBD

Time: 8:00 AM to 5:00 PM Eastern Time

AGENDA - Wednesday June 24th

Venue:

*NYC, NY

9:00 a.m., Check-In - Coffee

*NYC, NY/Zoom

9:30 a.m. , Initial Greetings - Open Zoom

Polsinelli
*NYC, NY/Zoom\

9:15 a.m. - 10:00 a.m, Economic Outlook

Jeroen van Oerle, CFA Senior Portfolio Manager - Lombard Odier

10:00 a.m. - 10:30 a.m. State of Artificial Intelligence

Alex Wissner-Gross, Founder and Chief Scientist - Physical Superintelligence PBC (PSI)

10:30 a.m. - 11:20 a.m. Applying AI to Running Your Family Office

Jonathan Lipton, Clade & Co. - CEO and Co-Founder
Clade & Co.
Alex Wissner-Gross, Founder and Chief Scientist - Physical Superintelligence PBC (PSI)
Igor Balk, Managing Member and CTO - Global Innovation Labs
Julia Valentine, COO - House of Vanderbilt
Moderator - Irina Tanenbaum, Founding Partner - DEM Partners

11:20 a.m. - 12:10 a.m. Private Credit Markets Outlook

Rod Dubitsky, Founder and consultant - The People's Economist
Joel Goschalk, COO - Aminona Capital Partners
Nick Nemeth, Consultant - Wyandanch Consulting
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

12:10 - 1:00 pm , Healthcare

Alan Gilbert, M&A Advisor - Graystone

Alexey V. Melnik, President and CEO, BileOmix Inc. and Arome Science Inc.
Moderator - Steven Katz, President - Steven Katz & Associates, Inc.

1:00 p.m.- 2:00 p.m. Private Equity Outlook 2026

Chris Anci, First Dominion Capital Corp (Former Operating Partner Family Office)
Rob Li, Managing Partner - Amont Partners
Marco Soriano, Managing Partner - Soriano Group
Matthew Katzeff, Managing Director - 26 Capital Acquisition Capital
Moderator - Shelly O'Donovan, Authentic Influence Group, ITM LLC.

Date: Thursday June 24th, 2026
Time: 8 AM to 5:00 PM Eastern Time