9:00 a.m. Begin Broadcast
Coffee - Initial Greetings -
Peter Thurlow, Partner - Polsinelli
8:45 a.m. - 9:30 a.m, Economic Outlook
Diego Parilla, Chief Investment Officer - Quadriga Funds
9:30 a.m. - 10:20 a.m, Alpha Strategies
Tyson Halsey, Managing Member - Income Growth Advisors
Dale Wang, Partner & COO - Alpha West Capital
Mitchell Dong, Founder & CEO - Pythagoras Investments
Moderator - Samir Shah, President and CIO - MBS Mantra, LLC (a CT Registered Investment Advisor)
10:20 a.m.- 11:10 p.m. , Manager Selection
Lindsey Rubinstein, Chief Marketing & Investor Relations Officer, Managing Director - Opus Funds
Mark Heil, Managing Director - Pickwick Capital Partners
Ellen Snibbe Baker, Partner - Baker Aurora LLC
Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.
11:10 a.m.- 12:00 p.m. , AI's Impact on Alternatives
Elliot Trexler, Chief Investment Officer - Global Return Asset Management
Kai Wu, Founder & CIO - Sparkline Capital
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors
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
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Moderator - Ross Weiner, Founder & CEO - Gemsco Capital & Gemsco Realty Advisors
2:00 - 3:00 p.m. , Real Estate Outlook 2025
Ron D'vari, Executive Chairman, CIO, Co-Founder at NewOak
Adam Gower, Founder - Gower Crowd
James Malone, Managing Partner - Assured Realty Capital
Moderator, Jim Bowles - Managing Director - Prana Investments
3:00 p.m. - 3:25 p.m Crypto Outlook 2025
Jeffrey Lewis, Director Capital Formation - Pantera Capital
3:25 p.m. - 4:35 p.m, Healthcare
Edward Scott, Managing Director, Financial Services, Retail, Consumer and Business Technologies - New Revolution Partners
Norm Friedland, Esq, Co-Founder, FullSky Partners
Donald W. Buck II, MD FACS, Founder, Chief Executive Officer - Buck Surgical LLC
Elizabeth Cho-Fertikh, Managing Partner - MEDA Ventures
Hartaj Singh, Founding Partner, - Tecumseh Partners
Moderator - Steven Katz, President - Steven Katz & Associates, Inc.
4:30 p.m. - 5:00 p.m, Family Office Direct Investments
Chip Dunn, Founder & CEO - Anovion Technologies
Date: Wednesday March 5th, 2025 Time: 8:00 AM to 5:00 PM Eastern Time
Suzanne Murphy, Managing Director - Lampe Conway
Joel Goschalk, COO - Aminona Capital Partners
Maxwell Wu, Co-Founder - Fulcrum Lending | Real Estate Private Credit | Fintech
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
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: Thursday March 6th, 2025
Time: 9 AM to 4:00 PM Eastern Time
Diego Parrilla
Quadriga Funds
Jeff Lewis
Pantera
Sanjay Shrivastava
Elliot Trexler
Day 1-2
Polsinelli
NYC, NY
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