AGENDA - Monday November 29th

Venue:

• * Miami - Art Basel / Zoom

8:00 a.m. , Initial Greetings - Breakfast

• 8:30 a.m. Begin Broadcast

• 8:30 - 8:40 a.m. Introduction

8:40 - 9:10 , Economic Outlook 2022

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• Ed Yardeni, President - Yardeni Research

9:10 - 9:50 , Manager Selection

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• Jim Ulseth, Partner, Chief Investment Officer - Fire Capital Management
• Ben Halliburton, Chief Investment Officer and Founder - Tradition Investment Management
• Chip Perkins, CEO - Perkins Fund Marketing and Managing Member, Perkins Fund Marketing
• Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

9:50 - 10:30 , Alternative Credit 2022

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• Wissam Otaky, CFA, Managing Director of New Initiatives & Global Ventures - Leste Group
• Alan Snyder, Managing General Partner - Shinnecock Partners
• Doug Benoit, Chief Strategy Officer (CSO) - International Cash Funding LLC
• Moderator / Panelist - Michael Boggiano, CPA CPM, Director of Multifamily Originations - LendingOne, LLC

10:30 - 11:15 AM Healthcare Outlook 2022,

• Patrick Sturgeon, Chief Financial Officer - Alpha Healthcare Acquisition Corp., Alpha Healthcare Acquisition Corp. III, and Brookline Capital Acquisition Corp.
• John McCallum, Managing Partner - JAM Capital Partners
• Marie Knight, Managing Partner - Dragon Point Advisors
• Daniella Kranjac, Founding Partner - Dynamk Capital
• Moderator - Meris Kott, Chief Executive Officer - GLOBAL WELLNESS STRATEGIES

11:15 - 11:55 , Crypto 2022

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• Marc Powers, Adjunct Professor - Florida International University, Former Partner Baker Hostetler
• Maggie Fang, Founder & Managing Director - Wynsun Capital Management
• Sandra Familet, CFL3
• Pat LaVecchia, CEO of Oasis Pro Markets LLC / Oasis Pro Inc.
• Moderator - Dan Hughes, Managing Director - Hughes & Co

11:55 - 12:10 p.m. , Opportunities in Healthcare

• Mike Danzi, Chief Executive Officer - Madera Pharmaceuticals

12:10 - 12:35 p.m. , Opportunities in Alternative Credit

• Art Penn, Founder and Managing Partner - PennantPark Investment Advisers, LLC

12:35 - 1:00 p.m. Cancer Innovation and Impact Investing (Triple Bottom Line)

• Shawn Iadonato , Kineta Inc

1:00 PM - 1:50 PM Venture Capital 2022

• Glen Anderson, President - Rainmaker Securities
• Chris Yeh, Founder & Chairman - Blitzscaling Ventures
• Phil Nadel, Co-Founder and Managing Director - Forefront Venture Partners
• Brynne Kennedy, Archibald Ventures / BCP Blitz
• Eric Singer, Bradley Woods
• Moderator - Milton Vescovacci, Shareholder - Gunster

1:50 - 2:50 p.m. , Family Office Best Practices 2022

• Clint Haggard, President - Burgher Haggard
• Carol Pepper, Founder / Chair - Pepper International
• Samy Dwek, Founder & CEO - White Knight Consulting
• Paul Cummings, Head of Family Office Services, Foundations and Endowments -FTCI to Fiduciary Trust International
• Moderator, Adam Sendzischew, MBA, CFP, CLU, TEP, Principal - JONES LOWRY

2:50 - 3:15 p.m. Hedged Equity Overlay - Compelling Upside Capture w/ Limited Downside plus Capital Efficiency

• Richard L. Selvala, Jr., Chief Executive Officer - Harvest Volatility Management

3:15 - 3:40 p.m. , Liquid Private Equity

• Randy Cohen - PEO Partners

3:40 - 4:30 , Real Estate and Hard Assets in 2022

• Ben Lyons, Managing Director & Chief Investment Officer - LYNK Capital
• Yonel Devico, Managing Partner - Crosby Capital
• Peter Powers, Vice President of Acquisitions - MPI Holding Group
• Peter Plaut, Executive Director - Wimmer Group
• Onic Palandjian, Partner - Group RMC I Real Estate I Family office
• Moderator - Kevin M. O'Grady, Partner & Managing Director at Concord Summit Capital

4:30 - 5:00 , Investing Legacy: How the .001% Invest

• Sal Buscemi, Managing Director - DAndrew Partners

• Date: Monday November 29th, 2021
• Time: 8:00 AM to 5:00 PM Eastern Time