Conference Address

New York, NY - Online - Zoom

AGENDA - Tuesday September 9th-10th

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
Chip Perkins, CEO - Perkins Fund Marketing
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. - 12:10 p.m, Pre US Open ProAm Tennis tourney

Cinta Del Monica, Chairwoman - HARLEM JUNIOR TENNIS AND EDUCATION PROGRAM INC -

12:10 p.m. - 12:45 p.m, Innovative Food Technology Products

Deena Sisitsky, -

12:45 p.m. - 1:15 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, Why Infill is the Strongest Subsector in

Doug O'Donnell, CEO & President - The O'Donnell Group

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

Peter Thurlow, Partner - Polsinelli
Lindsey Rubinstein
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

Mark Urdahl, Managing Partner - Mountain VC

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

Harold Bordwin, Principal & Co-President - Keen-Summit Capital Partners LLC
Doug O'Donnell, CEO & President - The O'Donnell Group
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 10th

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. Applying AI to Running Your Family Office

Jonathan Lipton, Clade & Co. - CEO and Co-Founder
Clade & Co.
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

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

John Bailey, Founder & Managing Partner - Lumenai Investments LLC

12:10 - 1:10 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

1:10 p.m. - 1:40 p.m. Blind Squirrel Outlook

Rupert Mitchell, Managing Director at RDAM Advisory and Author of Blind Squirrel Macro
Date: Wednesday September 10th, 2026
Time: 8 AM to 5:00 PM Eastern Time