
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
/
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
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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
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Keith Friedman
Portfolio Manager
GCM Grosvenor
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Michael Iosebashvili
Senior Vice President
Jefferies Credit Partners
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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
