Navigating the new normal
West PALM bEACH 2024
February 29, 2024 @ The Ben
We hope you enjoyed “Navigating the New Normal” in West Palm Beach, an exclusive four-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
/
Rockefeller Capital Management
/
Herington LLC
/
Man Group
/
Alpaca VC
/
Bullish
/
CoreCommodity
/
Morgan Stanley
/
FineMark National Bank & Trust
/
Prospector
/
Taika Capital
/
Long Short Advisors
/
Millburn / Point 41 / Stone Point Capital / Rockefeller Capital Management / Herington LLC / Man Group / Alpaca VC / Bullish / CoreCommodity / Morgan Stanley / FineMark National Bank & Trust / Prospector / Taika Capital / Long Short Advisors /
Agenda
2:00 - 2:15 / WELCOME REMARKS
2:15 - 3:00 / 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?
3:00 - 3:45 / 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?
3:45 - 4:30 / 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?
4:30 - 5:15 / 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?
5:15 - 5:30 / CLOSING REMARKS
5:30 - 6:30 / COCKTAIL Reception
Participating Speakers
-
Matthew Ahern
Managing Principal
Knightsbridge
-
Christopher Battifarano
Chief Investment Officer
FineMark National Bank & Trust
-
todd benson
Managing Partner & CEO
Herington
-
Clinton Biondo
Managing Partner
Fir Tree
-
Albert chu
Portfolio Manager
Man GLG
-
Michael Coleman, CFA
Chief Investment Officer
Taika Capital
-
mike duda
Managing Partner
Bullish
-
Eliot Geller
Partner & Product Manager
CoreCommodity Management
-
david goldberg
General Partner
Alpaca VC
-
Bill Kitchel
Founder & Portfolio Manager
Millrace
-
Kirk Konert
Managing Partner
AE Industrial Partners
-
KEVIN O’BRIEN, CFA
Portfolio Manager/Analyst
Prospector Partners
-
Andrew Reutter
Head of Capital Markets
Stone Point Capital
-
John Sargent
Private Advisor & Managing Director
Rockefeller Capital Management
-
Dr. michael soss
Deputy Chief Investment Officer
Millburn
-
Srdjan Teslic, Ph.D.
CIO and Head of Research
Morgan Stanley - Managed Futures Group
-
Aaron wolfe
Co-Founder, Managing Director
Point 41
