Conference Address

New York, NY - Online - Zoom

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

9:30 a.m. - 10:15 a.m, Economic Outlook

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

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

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

11:15 p.m. - 12:05 p.m, Global Macro Outlook

Martin Tixier, Macro Strategist - Macronomics -
Haley Wen, Principal - Heritage International Capital
Sami Karam, Founder and Editor, SK Blueprints
Moderator - Matthew Katzeff

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

Deena Sisitsky, -

12:40 p.m. - 1:10 p.m,Built to Spec Drones

Michael Holmes, CEO -- Alloyed

1:10 p.m.- 1:50 p.m. , AI for Alpha

Sid Ghatak, CEO and Founder - Increase Alpha

1:50 p.m. - 2:00 p.m, New Approaches Private Portfolios

Enrique Martinez, Chief Executive -MergeIt AI

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

TBD

2:25 p.m.- 3:00 p.m. , Early Stage Investments

Peter Thurlow, Partner - Polsinelli
Joel Goschalk, COO - Aminona Capital Partners
Moderator - Howard Cohen, Strategies for Wealth

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

Mark Urdahl, Managing Partner - Mountain VC

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 - Wednesday September 16th

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. SPACs Outlook

Patrick Sturgeon
Susana Hidalgo-López, Vice President of Capital Markets - Crewstone

Moderator - Matthew Katzeff, Managing Director - 26 Capital Acquisition Capital

11:40 a.m. - 12:30 p.m. Healthcare

Alan Gilbert, M&A Advisor - Graystone
TBD

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

12:30 - 1:20 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 - Mark Heil, Managing Director - Pickwick Capital Partners

1:20 - 2:20 pm , Private Equity Outlook Roundtable 2026

Chris Anci, First Dominion Capital Corp (Former Operating Partner Family Office)
Rob Li, Managing Partner - Amont Partners
Marco Soriano, Managing Partner - Soriano Group
Matthew Katzeff, Managing Director - 26 Capital Acquisition Capital

2:20 p.m. - 3:10 p.m. Applying AI to Running Your Family Office

Jonathan Lipton, Clade & Co. - CEO and Co-Founder
Alex Wissner-Gross, Founder and Chief Scientist - Physical Superintelligence PBC (PSI)
Igor Balk, Managing Member and CTO - Global Innovation Labs
Julia Valentine, COO - House of Vanderbilt

Moderator - Irina Tanenbaum, Founding Partner - DEM Partners

3:10 p.m. - 4:00 p.m. The Business of Sports

TBD, 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