Navigating the new normal
West PALM bEACH

February 27, 2025 @ The Ben

SCROLL DOWN FOR AGENDA AND SPEAKER INFORMATION

Past 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

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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

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

  • Matthew Ahern

    Managing Principal

    Knightsbridge

  • Jonathan Bergman

    President

    TAG Associates

  • Richard Bergman

    Managing Director

    Rockefeller Global Family Office

  • Matthew Bradbard

    Director of Alternative Investments

    RCM

  • Michael Coleman, CFA

    Chief Investment Officer

    Taika Capital

  • mike duda

    Managing Partner

    Bullish

  • Daniel Fetner

    General Partner

    Alpaca

  • Keith Friedman

    Portfolio Manager

    GCM Grosvenor

  • Michael Iosebashvili

    Senior Vice President

    Jefferies Credit Partners

  • Stephen Klein

    COO, Co-Portfolio Manager

    AFBI

  • Robert Koenigsberger

    Chief Investment Officer

    Gramercy

  • Tim Pickering

    Chief Investment Officer

    Auspice

  • Michael soss

    co-Chief Investment Officer

    Millburn

  • Chris Winiarz

    Chief Investment Officer

    Stable

  • Jim Besaw

    CIO

    GenTrust

VENUE

251 N Narcissus Ave, West Palm Beach, FL 33401