Conference Address

New York, NY - Online - Zoom

AGENDA - Thursday November 5th

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

Yann Lepape, Founder and Developper - Swing And Rythm Investment Managers

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

Tyson Halsey, Managing Member - Income Growth Advisors
Haley Wen, Principal - Heritage International Capital
John Watras, Kenmar Olympia
Tim Every, Head of Asset Allocation and Head of Research and Strategy - Lockheed Martin Investment Management
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

11:15 a.m. - 12:15 p.m, Measuring Strategic Impact of Midterm Outcome

Sami Karam, Founder and Editor, SK Blueprints
Gregory Mariasch, Portfolio Manager - First New York
Martin Tixier, Macro Strategist - Macronomics - GRAPHFINANCIAL
Professor Darryl Montgomery, Seeking Alpha
Moderator - Andy Fisch, Founding Partners - Aurum Investment Mgmt

12:15 p.m. - 12:40 p.m, International Outlook

Georges Ugeux, Chairman and CEO - Galileo Global Advisors-

12:45 p.m. - 1:15 p.m, Connect Our Kids Redux

Chandra Toy, Director of Development @ Connect Our Kids

12:55 p.m.- 1:35 p.m. , Implementing Native AI for Family Offices and Trading Strategies

Vaibhav Sharma - Aquon
Carlos de Oliveira - Aquon
Interviewer - Chris Anci, , First Dominion Capital Corp (Former Operating Partner Family Office)

1:30 p.m. - 2:00 p.m, Republic League of America

George W. Egan, Co-Founder, executive Director - RLA

2:00 p.m.- 3:00 p.m. , Early Stage Investments

Peter Thurlow, Partner - Polsinelli
Joel Goschalk, COO - Aminona Capital Partners
Dianna Raedle, CEO/President/Founder - Deer Isle
Steven Katz, President - Steven Katz & Associates, Inc.
Moderator - Howard Cohen, Strategies for Wealth

3:00 p.m. - 4:00 p.m. , Real Estate Outlook 2026

Paul Sygrove, Family Office CIO
Paul Fiorilla, Director of Research - Yardi Matrix
Onic Palandjian, Group RMC - Family office investor
Moderator, Jim Bowles - Managing Director - Prana Investments
Time: 8:00 AM to 5:00 PM Eastern Time

AGENDA - Friday November 6th

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\

9:45 a.m. - 10:30 a.m, TBD

Andrew Parrillo - Parillo Investors

10:30 a.m. - 11:20 a.m. Healthcare Outlook

Igor Sokolovsky, Member and Managing Director - Barclay Street Advisors, LLC
Alan Gilbert, M&A Advisor - Graystone
Paul Gruenberg, Senior Strategic Advisor + Board Member
Norm Friedland, Esq, Co-Founder, FullSky Partners

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

11:20 a.m. - 12:10 p.m. AI and Trading Strategies

Konstantin Fominykh, CFA - TenViz
Alexander Levin, Chief Investment Officer - Plettenberg Capital
Colin Stewart, Head of Americas - Quant Insight
John Mann, Founder - Thirdrail

Alistair Smallwood, Head of Applied AI - Primer
Moderator - Shelly (Michelle) O'Donovan, CEO - Authentic Influence Group, ITM LLC.

12:10 - 1:00 pm , Private Equity Outlook Roundtable 2026

Chris Anci, First Dominion Capital Corp (Former Operating Partner Family Office)
Matthew Katzeff, Katzeff Advisory
Eveline Gerck, Family Office, KFund - Board Advisor

Moderator - Mark Heil, Managing Director - Pickwick Capital Partners
Date: Friday November 6th, 2026
Time: 8 AM to 5:00 PM Eastern Time