Conference Address

New York, NY - Online - Zoom

AGENDA - Tuesday June 24th

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

TBD

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

Tyson Halsey, Managing Member - Income Growth Advisors
Wendy Diamond, Investor / LP - Various
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group

Moderator - Brian Lashing, Managing Director - Euclid Harding

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

Chip Perkins, CEO - Perkins Fund Marketing
Mark Heil, Managing Director - Pickwick Capital Partners

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

11:10 a.m.- 12:00 p.m. , TBD

Kai Wu, Founder & CIO - Sparkline Capital

Moderator -

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

12:30 p.m. - 1:00 p.m Fees-Waterfall and Clawbacks. The Growing Scrutiny on GP Fees

Timothy Eberle, Managing Director, Waterfall Services ¨C The Citco Group of Companies

1:00 p.m. - 1:25 p.m, Dynamicare

Kelley Bowker/Dynamicare

1:25 p.m. - 1:35 p.m, Spiro

Kurt Gehlsen/Spiro

1:35 p.m. - 1:45 p.m, LooperRoom

Ralph Kuechle/LooperRoom

1:45 - 2:30 p.m. , Real Estate Outlook 2025

Sam Zylberberg , Partner - Akerman LLP
Adam Gower, Founder - Gower Crowd

Moderator, Jim Bowles - Managing Director - Prana Investments

2:30 p.m. - 3:15 p.m, Venture Capital Investing

Kevin Ryan - AlleyCorp

3:15 p.m. - 3:40 p.m Outlook 2025

3:40 p.m. - 4:30 p.m, Healthcare

Norm Friedland, Esq, Co-Founder, FullSky Partners
Sean Coveleski, Senior Vice President of Development - Stand Up To Cancer


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

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

Date: Wednesday June 25th, 2025
Time: 8:00 AM to 5:00 PM Eastern Time

AGENDA - Wednesday June 25thth

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

9:45 a.m. - 10:00 a.m. TBD

10:00 - 11:00am ,

Jeff Assaf, Senior Managing Director - ICG Advisors

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

Peter Thurlow, Partner - Polsinelli


Moderator - Ted Kalem, President - HRA Partners

12:00 - 12:25pm , Electric Playhouse

Brandon Garrett, CEO | Co-Founder - The Forum Shops at Caesars Palace Electric Playhouse

12:25 - 12:50 pm , Laminar Pharmaceuticals, SA

Dr Pablo Escriba, Founder and CEO - Laminar Pharmaceuticals, SA

12:50 - 1:15 pm , RB Wealth Management

Thomas Baron, CPA, MinstD , Founder & Director - RB Wealth Management

1:15 p.m.- 1:40 p.m. , A Practical Solution to the Pervasive Paper Problem in Privates

Simran Sandhu, EVP, Institutional Services Product ¨C The Citco Group of Companies

1:40 p.m.- 2:30 p.m. 2025 Credit Investment Strategies

Suzanne Murphy, Managing Director - Lampe Conway
Joel Goschalk, COO - Aminona Capital Partners
Max J. Kozower, Partner - Mansby Capital, LLC

Moderator - TBD

2:30 p.m. - 3:20 p.m, Private Equity and Mergers and Acquisitions

Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Moderator - Greg Libertiny, MBA CPA CFF ABV CDA - Managing Partner - NBT Associates LLC

3:20 p.m.- 4:10 p.m. Private Equity Search Funds and Independent Sponsors

Sean Smith, Managing Partner - Search Fund Ventures
Aly Taha, Managing Partner - Memphis Capital
Gaurav Mehta, Managing Partner - Mehshah Capital
Jeff Cree, Managing Partner & CEO of Atlantic Gulfstream Partners

Moderator - Daniel Marcus, Adjunct Professor -NYU
Date: Wednesday June 25th, 2025
Time: 8 AM to 5:00 PM Eastern Time