Navigating the new normal
New York 2024
June 5 @ The Harvard CLUB
We hope you enjoyed “Navigating the New Normal” in New York City, an exclusive five-panel event with leading alternative investment practitioners. We value your feedback and look forward to having you at future events!
Participating Firms
Millburn
/
Point 41
/
Stone Point Capital
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Rockefeller Capital Management
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Herington LLC
/
Man Group
/
Bullish
/
CoreCommodity
/
Morgan Stanley
/
Taika Capital
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Bank of America
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Sculptor Capital
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Wellington Management
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StepStone
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Oak Hill Capital
/
TAG Associates
/
Integrum
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Millburn / Point 41 / Stone Point Capital / Rockefeller Capital Management / Herington LLC / Man Group / Bullish / CoreCommodity / Morgan Stanley / Taika Capital / Bank of America / Sculptor Capital / Wellington Management / StepStone / Oak Hill Capital / TAG Associates / Integrum /
Agenda
2:00 - 2:15 / WELCOME REMARKS
2:15 - 2:50 / HEDGE FUNDS Panel
In an era where passive investment returns may no longer be reliable, what role can hedge funds play? How has the opportunity set for hedge funds evolved since the end of Quantitative Easing?
2:50 - 3:25 / REAL ASSETS Panel
A sector some may have overlooked in the past has re-emerged. What are the possible benefits of real asset and commodity investments within a portfolio, in light of persistent inflation and volatility of traditional asset classes? What are options in terms of implementation?
3:25 - 4:00 / VENTURE CAPITAL Panel
As a result of shifting trends in remote work, sustainability, consumer behavior, and the emergence of unproven AI technologies, due diligence in early stage companies may be more important than ever. Where do the opportunities exist for today's VC investments, and how should investors evaluate them?
4:00 - 4:35 / PRIVATE Equity Panel
As liquidity demand continues to grow and new deal-flow stagnates, how should investors think of the role of Private Equity today, and what should expectations be in term of the illiquidity premium?
4:35 - 5:10 / aLLOCATOR Panel
How are allocators thinking about the New Normal? What role do alternative investments play?
5:10 - 5:30 / CLOSING REMARKS
5:30 - 6:30 / COCKTAIL Reception
Participating Speakers
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Matthew Ahern
Managing Principal
Knightsbridge
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todd benson
Managing Partner & CEO
Herington
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Jonathan Bergman
President
TAG Associates
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Albert chu
Portfolio Manager
Man GLG
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Michael Coleman, CFA
Chief Investment Officer | Founder & CEO
Taika Capital
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mike duda
Managing Partner
Bullish
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Chris Felstedt
Director | AI Technical Specialists
Bank of America Merrill Lynch
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Aditya Fontana Raina
Managing Director
StepStone Group
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Eliot Geller
Partner & Product Manager
CoreCommodity Management
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Michael Gubenko, CFA
Executive Managing Director and Global Head of Portfolio Specialist Group
Sculptor Capital
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Jarryd Levine
Managing Director
Stone Point Capital
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Jeff Livingston
Investment Committee
Integrum
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Brian Schettler
Partner, Head of AEI HorizonX
AE Industrial Partners
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Ronen Schwartzman
Founder
Ten Capital Advisors
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Wen Shi, PhD, CFA
Managing Director and Global Industry Analyst
Wellington Management
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michael soss
Co-Chief Investment Officer
Millburn
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Srdjan teslic
CIO & Head of Research - Managed Futures Group
Morgan Stanley
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Tyler Wolfram
Managing Partner
Oak Hill Capital
