Conference Address

New York, NY - Online - Zoom

AGENDA - Tuesday November 11th

Venue:

*NYC, NY /Zoom

8:30 a.m., Breakfast

9:30 a.m. - 9:45 a.m, Initial Greetings

9:30 a.m. Begin Broadcast
Coffee - Initial Greetings - Peter Thurlow, Partner - Polsinelli

9:45 a.m. - 10:30 a.m, Economic Outlook

Alfonso Peccatiello, CIO of Palinuro Capital (Macro Hedge Fund) | Founder @ The Macro Compass

10:30 a.m. - 11:30 a.m, Alpha Strategies

Tyson Halsey, Managing Member - Income Growth Advisors
Rob Li, Managing Partner - Amont Partners
Guy Clemente, Managing Director - Aegis Capital
Sasha Grutman, Partner - Middlemarch Partners
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

11:30 a.m.- 12:30 p.m. , Manager Selection

Suzanne Murphy, Managing Director - Lampe Conway
Ellen Snibbe Baker, Partner - Baker Aurora LLC
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Lindsey Rubinstein, Legacy Wealth LLC
Moderator - Howard Cohen, Strategies for Wealth

12:30 p.m.- 1:40 p.m. , Venture Capital

Peter Thurlow, Partner - Polsinelli
Sharjeel Kashmir, Chairman - HBS Alumni Angels of Greater New York
Brian McMahon, Expert DOJO / Nathan Family Office
Tim Bledsoe, Managing Partner - Prevail Private Capital Fund Prevail Strategies
Amit Srivastava , General Partner - SamVed VC
Moderator - Greg Libertiny, MBA CPA CFF ABV CDA - Managing Partner - NBT Associates LLC

1:30 p.m. - 2:10 p.m, New Approaches to Governance

Ethan Penner, Chief Executive Officer - Mosaic Real Estate Investors

2:10 p.m. - 3:00 p.m, Private Equity Search Funds and Independent Sponsors

Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Azhar Quader, Managing Partner - Queens Court Capital
Gaurav Mehta, Managing Partner - Mehshah Capital
Moderator - Daniel Marcus, Adjunct Professor -NYU

3:00 p.m. - 3:40 p.m Artificial Intelligence

Darwin Ling, Founder / General Partner - Good AI Capital
Konstantin Fominykh, CFA, CEO & CIO - TenViz
David Robb, Managing Director - Frontier Group
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

3:40 - 4:30 p.m. , Real Estate Outlook 2025

Bill Bymel, Founder & CEO - First Lien Capital
Kamil Homsi, Founder & CEO - GRC investment Group SFO (Dubai)
Paul Sygrove, Chief Investment Officer at Swig Equities
Moderator, Jim Bowles - Managing Director - Prana Investments

4:30 p.m. - 4:55 p.m TBD

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

AGENDA - Wednesday November 12th

Venue:

*NYC, NY

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

*NYC, NY/Zoom

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

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

9:45 a.m. - 10:30 a.m. Credit

Gregory Shore, President - Reiger Shore
Joel Goschalk, COO - Aminona Capital Partners
Joseph DiTomaso, Private Credit.AI
Moderator - Shelly O'Donovan, Authentic Influence Group, ITM LLC.

10:30 - 11:30 pm , Healthcare

Tsvi Gal, Head of Enterprise Technology Services, DigITs, Technology Division - Memorial Sloan Kettering Cancer Center
Norm Friedland, Esq, Co-Founder, FullSky Partners
Sean Coveleski, Stand Up To Cancer
Steven Fox, Chairman - Akelos Inc.
Moderator - Steven Katz, President - Steven Katz & Associates, Inc.

11:30 a.m.- 12:30 p.m. Private Equity Outlook 2025

Richard Pines, HealthBridge Innovation Partners
Samy Dwek, Investment consultant - Single Family Office
Guy Clemente, Managing Director - Aegis Capital Corp.
Marco Soriano, Chairman of the Board of Directors - The Soriano Group / Soriano Family Office
Igor Sokolovsky, Member and Managing Director - Barclay Street Advisors, LLC
Moderator - Shelly O'Donovan, Authentic Influence Group, ITM LLC.

12:30 p.m.- 1:10 p.m. 2026 Special Situations

Suzanne Murphy, Managing Director - Lampe Conway
Jim Osman, Founder - The Edge Group

Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

1:10 p.m.- 2:00 p.m. , Private Equity Mergers and Acquisitions

Justin Kuczmarski, MBA, CPA, CVA, ABV , President - NAV Valuation & Advisory LLC
Edward Sklar, Chief Operating Officer|M&A Advisor|Investment Banker|- MergersCorp M&A International
Claudio Calado, Managing Partner - Calado Capital
Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Moderator - - Shelly O'Donovan, Authentic Influence Group, ITM LLC.

Date: Wednesday November 12th, 2025
Time: 8 AM to 5:00 PM Eastern Time