
nAVIGATING THE NEW nORMAL
New York
june 12, 2025 @ The yale club
Agenda
10:00 / Registration
Due to limited seating, only registered participants will be able to attend the symposium.
10:35 - 10:50 / WELCOME Remarks
How do we define the New Normal? How might we think about the challenges of traditional investing?
10:50 - 11:25 / Real Estate Panel
How is the outlook for interest rates likely to affect the supply and demand in commercial and residential real estate?
11:30 - 12:05 / Private Credit panel
After a noticeable increase in demand for this asset class, how can allocators find the best opportunities?
luNch Session: TAX-Efficient alternative investing - How are allocators to alternative investments leveraging the tax code to creat better after-tax returns?
1:15 - 1:50 / 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?
1:55 - 2:30 / Quant strategies Panel
What are some of the advantages and challenges of utilizing systematic, quantitative approaches in today’s investment landscape?
Networking Break
3:00 - 3:35 / venture capital Panel
Where do opportunities exist for today's VC investments and how should investors evaluate them?
3:40 - 4:15 / 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?
4:15 - 4:30 / CLOSING
Should we all start thinking like endowments?
4:30 - 6:00 / COCKTAIL Reception
Participating Speakers
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Matthew Ahern
Managing Principal
Knightsbridge
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Todd Benson
Managing Partner & CEO
Herington LLC
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Andreas Bodmeier, Ph.D.
Partner and Co-founder
Chicago Atlantic
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Fabricio Bossle
Partner - Private Equity
Leste Group
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Michael Coleman, CFA
Chief Investment Officer | Founder & CEO
Taika Capital
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Michael Duda
Managing Partner
Bullish
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Jeff Malec
Managing Director
RCM Alternatives
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Tim Pickering
Founder and CIO
Auspice Capital Advisors Ltd.
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Chris Winiarz
Chief Investment Officer
Stable
Venue
1321 Commerce Street
Dallas, Texas