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Conference Address
New York, NY - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

AGENDA - Tuesday September 15th-16th

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

9:45 a.m. - 10:00 a.m, Building Native AI Hedge Funds

Graf Andre Popov, President & COO | Q-LUMINA

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

Chip Perkins, CEO - Perkins Fund Marketing
Tyson Halsey, Managing Member - Income Growth Advisors
John Watras, Prime Bokerage
Haley Wen, Principal - Heritage International Capital
Graf Andre Popov, President & COO | Q-LUMINA
Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

11:00 a.m. - 12:00 p.m, Measuring Strategic Impact of Ongoing Global Conflicts

Eduardo Castellet Nogues, Geoeconomics Analyst, Critical Minerals
Rachel Ziemba, Founder - Ziemba Insights
Matthew Gould, Former UK Ambassador - Israel & Deputy Ambassador - Iran
Gregory Mariasch, Portfolio Manager - First New York
Martin Tixier , Macro Strategist - Macronomics - GRAPHFINANCIAL
Moderator - Andy Fisch, Founding Partners - Aurum Investment Mgmt

12:00 p.m. - 12:35 p.m,

Chas Freeman, former US ambassador to Saudi Arabia

12:35 p.m. - 1:25 p.m. , Healthcare Outlook

Norm Friedland, Esq, Co-Founder, FullSky Partners
Alan Gilbert, M&A Advisor - Graystone
Brooke Raphael, Chief Operating Office - AVicella Capital
Dan Vickery Vaneltix
Moderator - Steven Katz, President - Steven Katz & Associates, Inc.

1:25 p.m. - 2:00 p.m, TBD

Glenn Hafner, Founder & CEO - Fintech Franchise Network

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

Peter Thurlow, Partner - Polsinelli
Steven Katz, President - Steven Katz and Associates, Inc.
Simon Tarantino, Managing Partner US - H-Ventures Group
Fred Campbell, Managing Partner - Trac VC
Moderator - Howard Cohen, Strategies for Wealth

3:00 p.m. - 3:25 p.m, Lumenai Investments - Allocating Strategies In The AI Era

John Bailey, Founder & Managing Partner - Lumenai Investments LLC

3:25 p.m. - 4:15 p.m. , Real Estate Outlook 2026

Paul Sygrove, Swig Equities - CIO
Daniel Erb, Founder & CEO - EM Capital
Nick Chen, Founder and Managing Principal - L3 Capital Group
Alison Carey, Principal and Founder - Aedera Companies
Moderator, Jim Bowles - Managing Director - Prana Investments

4:15 p.m. - 4:45 p.m, TBD

Julian Adams, PHD, President - Stand Up To Cancer
Time: 8:00 AM to 5:00 PM Eastern Time


Ivyfon Agenda - - Day 2
Registration-

AGENDA - Wednesday September 16th

Venue:

*NYC, NY

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


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

Polsinelli
*NYC, NY/Zoom

9:45 a.m. - 10:30 a.m, Canadian Energy Outlook

Samer Salameh, Chairman & CEO - Gasia Energy

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

Susana Hidalgo-López, Vice President of Capital Markets - Crewstone
Matthew Katzeff, Managing Director - 26 Capital Acquisition Capital
Moderator - Howard Cohen, Strategies for Wealth

11:30 a.m. - 12:00 p.m. Economic Outlook

John H. Welch, Professor of Economics/ Macro Economist/Strategist - Federal Reserve Bank of Dallas

12:00 p.m. - 12:50 p.m. Private Credit Markets Outlook


Rod Dubitsky, Founder and Consultant - The People's Economist
Joel Goschalk, COO - Aminona Capital Partners
Nick Nemeth, Consultant - Wyandanch Consulting
Moderator - Andy Fisch, Founding Partners - Aurum Investment Mgmt

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


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

2:30 p.m. - 3:20 p.m. The Business of Sports


Wayne Kimmel, Managing Partner - Seventy Six Capital
Charles-Eric Beaulieu, Managing Director - IMS Sports
Nic Alexander Macek, Founder & CEO - Strategic Operating Partner / USA Team Handball
Date: Wednesday September 16th, 2026
Time: 8 AM to 5:00 PM Eastern Time

Mark Urdahl

TBD



Irina Tanenbaum

Harold Bordwin

Investment consultant

Single Family Office

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Polsinelli

600 3rd Ave 42nd floor

NYC, NY 10016

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