Conference Address

New York, NY - Online - Zoom

AGENDA - Wednesday 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

Per Barre, Advisor, Facilitator and Shipping Quant - Castor LLC

10:15 a.m. - 11:00 a.m, Alpha Strategies

Tyson Halsey, Managing Member - Income Growth Advisors
John Watras, Prime Bokerage
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

11:00 a.m. - 12:00 p.m, Measuring Strategic Impact of Midterm Outcome

TBD
Gregory Mariasch, Portfolio Manager - First New York
Martin Tixier, Macro Strategist - Macronomics - GRAPHFINANCIAL

Moderator - Andy Fisch, Founding Partners - Aurum Investment Mgmt

12:05 p.m. - 12:40 p.m, Innovative Food Technology Products

Deena Sisitsky, -

12:45 p.m. - 1:15 p.m,TBD

TBD

1:10 p.m.- 1:50 p.m. , TBD

TBD

1:50 p.m. - 2:00 p.m, TBD

TBD

2:00 p.m. - 2:25 p.m, TBD

2:25 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
Moderator - Howard Cohen, Strategies for Wealth

3:00 p.m. - 3:40 p.m, Opportunities in AI and Healthcare

TBD

3:40 - 4:40 p.m. , Real Estate Outlook 2026

Paul Sygrove, Swig Equities - CIO
Nick Chen, Founder and Managing Principal - L3 Capital Group
Moderator, Jim Bowles - Managing Director - Prana Investments

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

AGENDA - Thursday 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, Economic Outlook

Jeroen van Oerle, CFA Senior Portfolio Manager - Lombard Odier

10:30 a.m. - 11:40 a.m. Healthcare Outlook

Norm Friedland, Esq, Co-Founder - FullSky Partners
Alan Gilbert, M&A Advisor - Graystone
Brooke Raphael, Chief Operating Officer - AVicella Capital
Dan Vickery, Vaneltix

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

11:40 a.m. - 12:10 p.m. AI and Investment Strategies

TBD

12:50 - 1:40 pm , Private Equity Outlook Roundtable 2026

Chris Anci, First Dominion Capital Corp (Former Operating Partner Family Office)
Simon Massari, CEO & Partner - FG2 Capital
Marco Soriano, Managing Partner - Soriano Group
Eveline Gerck, Family Office, KFund - Board Advisor

Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

1:40 p.m. - 2:30 p.m. Applying AI to Running Your Family Office

Jonathan Lipton, Clade & Co. - CEO and Co-Founder
Muhammad Ali, Founder - Consultance AI
Konstantin Fominykh, CFA, CEO & CIO - TenViz
Ilya Gorelik, CEO and Founder - Distilx AI

Moderator - Irina Tanenbaum, Founding Partner - DEM Partners
Date: Thursday November 6th, 2026
Time: 8 AM to 5:00 PM Eastern Time