Conference Address

New York, NY - Online - Zoom

AGENDA - Tuesday September 10th

Venue:

*NYC, NY /Zoom

8:00 a.m., Breakfast

8:30 a.m. - 8:40 a.m, Initial Greetings

8:30 a.m. Begin Broadcast
Coffee - Initial Greetings - Christopher Dlutowski, Partner - Morgan Lewis

8:45 a.m. - 9:30 a.m, A New Dawn for Real Estate

Peter Lewis, Chairman and Founder - Wharton Equities

9:30 a.m. - 10:10 a.m, Restoring Federal Fiscal Sanity

David Walker, Former Comptroller General United States

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

Tyson Halsey, Managing Member - Income Growth Advisors
Peter Lang, Managing Director & Partner - Hightower Partners
Elliot Trexler, Chief Investment Officer - Global Return Asset Management
Neil Winward, Founder and CEO I Dakota Ridge Capital
Moderator - Ed Lalanne - Astra Ventures

11:10 a.m.- 12:10 p.m. , Emerging Managers

Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Mark Heil, Managing Director - Pickwick Capital Partners
Ellen Snibbe Baker, Partner - Baker Aurora LLC
Chip Perkins, Chief Executive Officer - Perkins Fund Marketing
Moderator - James McCaffrey, CAIA , Founder/CEO - JMCCO, LLC

12:10 p.m. - 12:45 p.m, Family Office Direct Investments

David S. Rose, Chairman and CEO of the US Real Estate Market, Rose[space]Tech Ventures, Founder of New York Angels, etc

12:45 p.m. - 1:15 p.m, Matisse Pharmaceuticals

Marcel Jacobs, Chief Executive Officer - Matisse Pharmaceuticals B.V.

1:15 - 2:10 , Healthcare

Sean Coveleski, Senior Vice President of Development - Stand Up To Cancer
Norm Friedland, Esq, Co-Founder, FullSky Partners
Steven Cohen, Partner - Morgan Lewis
Moderator - Steven Katz, President - Steven Katz & Associates, Inc.

2:10 - 2:35 p.m. , GEO-POLITICAL IMPACTS ON GLOBAL MARKETS

Scott Helfstein, SVP, Head of Investment Strategy - Global X ETFs

2:35 - 3:00 p.m. , Yang Capital

Stephen Yang, Founder - Yang Capital

3:00 - 3:25 p.m. , Multi-Family Investment Opportunity in Rare Buyer's Market

John Eckel - Partner and Managing Director - RPM Living

3:25 p.m. - 4:15 p.m, Alternative Real Estate

AARON MANOUCHERI, COO & CO-FOUNDER - MANOUCHERI BROTHERS LLC
Ryan Hanofee, Partner - Morgan Lewis
Nancy Lashine, Managing Partner - Park Madison Partners
Steven Shipp, Chief Restructure Officer - Performance Advisory Group
Salman Khan, Managing Principal - Stabilis Capital Management, LP
Moderator - Ajai Thomas, Managing Director - Head of Business Development - Trevally Capital

4:15 - 4:40 p.m. , Re-Purposing Off Patent Drugs for Therapeutic Cross-Purposing

David Fajgenbaum MD, MBA, MSc , Co-Founder and President - EveryCure
Grant W. Mitchell MD, MBA , Co-Founder and CEO - EveryCure
Date: Tuesday September 10th, 2024
Time: 8:00 AM to 5:00 PM Eastern Time

AGENDA - Wednesday September 11th

Venue:

*NYC, NY

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

*NYC, NY/Zoom

9:10 a.m. , Initial Greetings - Open Zoom

Tomer Inbar, Partner - Morgan Lewis
*NYC, NY/Zoom

9:15 a.m. - 9:40 a.m. , Investing and CoInvesting with Philanthropic Funds

Casey Oetgen Of Counsel - Morgan Lewis
Tomer Inbar, Partner - Morgan Lewis

9:40 - 10:40 a.m. , Private Equity

Gaurav Mehta, Managing Partner - Mehshah Capital
Christopher Dlutowski, Partner - Morgan Lewis
Marco Soriano, Chairman of the Board of Directors - The Soriano Group / Soriano Family Office
Joe Solari, Managing Director - Focus Search Partners
Christine Schleppegrell , Partner - Morgan Lewis
Moderator - Ben Brandes, Partner - NewOrigin Investments

10:40 - 11:05 am ,TBD

Michael Friedman, Executive in Residence - Emerald Bio Ventures

11:05 a.m.- 12:00 p.m. Venture Capital

Eveline Gerck, Advisor - K Fund III, LP Growth Stage Technology Investments - Family Offices/ UHNWAdvisor The K Funds
Ben Novak, Partner - Morgan Lewis
Gaurav Patankar of Mission1 Investments
Moderator - Samir Shah, President and CIO - MBS Mantra, LLC (a CT Registered Investment Advisor)

12:00 p.m.- 1:00 p.m. Alternative Credit Strategies

Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Charles Friedberg, Co-Founder and COO - Mobilize Capital Partners ·
Kristen Campana, Partner - Morgan Lewis
Joel Goschalk, COO - Aminona Capital Partners
Moderator - Bennett Degen, Financial Advisor at The Investment Center, Inc.

1:00 p.m. - 1:50 p.m, Mergers and Acquisitions

Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Jeremy Swan, Senior leader - CohnReznick Financial Sponsors & Financial Services Industry practice
Roman Dashko, Partner - Morgan Lewis
Moderator - Ben Brandes, Partner - NewOrigin Investments

1:50 p.m. - 2:20 p.m, Fund Formation

Leonora Shalet, Partner - Morgan Lewis
Stephen Tirrell, Partner - Morgan Lewis

2:20 p.m. - 3:10 p.m, Healthcare Venture Capital

Lauren Chung, Minleigh Doug Sylvester, Partner, Managing Director, & Investment Committee - Xcellerant Ventures
Partner - Morgan Lewis
Dianna Raedle, CEO - Deer Isle Group
Doug Sylvester, Partner, Managing Director, & Investment Committee - Xcellerant Ventures
Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.

3:10 p.m. - 4:00 p.m, Secondaries and Continuation Funds

Joe Zargari, Partner - Morgan Lewis
Megan Leeds, Execution Principal - Coller Capital

Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

4:00 p.m. - 4:30 p.m, Global Bifurcation

Daryl Montgomery, Seeking Alpha
Date: Wednesday September 11th, 2024
Time: 9 AM to 4:00 PM Eastern Time