8:00 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST

9:00 AM Global Macroeconomics in a Dynamic Landscape

Unpacking Geopolitical Shifts and Economic Dynamics. Join LPs and GPs for a comprehensive conversation on the pivotal forces reshaping our investment landscape. Explore the far-reaching impacts of geopolitics, global economics, market volatility on value creation, fundraising, exit strategies, success stories, and industry evolution. Gain valuable insights into the strategies that are propelling investors forward in an ever-changing world.

Speakers:

Luis G. Ferreira, SVP - Head of Investment Strategy Group, EFG Capital

Roxana Corla, International Wealth Advisor, Merrill Lynch Wealth Management

Purvis Bell, Principal - Alternative Investments, NextEra Energy

Ivan Howard, Head of Alternative Investments, Santander

9:45 AM Journey: 5-hour ENERGY® to Family Office and Hedge Fund

Manoj will share how he founded numerous billion-dollar+ businesses, including 5-hour ENERGY®, and how he channels his success into charitable efforts aimed at solving some of the world's largest problems. He will also explore the creation of his family office and the development of a hedge fund born out of necessity.

Presented by:

Manoj Bhargava, Founder, TPlus3 Fund

10:20 AM Morning Networking Break

10:40 AM Bitcoin and Secured Lending: The New Frontier of Credit Opportunities is in the United States

Fifteen years after its arrival, Bitcoin remains a confusing subject among financial professionals … but that is rapidly changing after the launch of ten-spot Bitcoin ETFs in January. In this presentation, Build Asset Management explains what lies ahead with Bitcoin’s coming wave of adoption from the credit and lending side of global capital markets, and the opportunities they are already executing on at the intersection of direct lending, bitcoin as collateral, and the future of the U.S. banking system.

Presenters:

John Ruth, Co-Founder & Chief Executive Officer, Build Asset Management

11:00 AM Unveiling Investment Frontiers in Venture Capital across LatAm and Emerging US Markets

Discover Uncharted Territories: Join us as institutional investors gather in Florida to uncover compelling opportunities in Venture Capital, focusing on LatAm and emerging markets within the United States. Our expert panelists will provide invaluable insights into the untapped potential of these regions, sharing strategies for successful investments and growth. Explore the latest trends, success stories, and key factors driving venture capital in these dynamic markets, and learn how to navigate and thrive in this evolving landscape.

Moderator:

Amy S. Lawrence, Wealth Advisor, Gorilla Investments

Panelists:

Stuart Chapman, Director, Strategic Investment Group

Ethan Werner, Managing Director, The Werner Foundation

11:45 AM Real Estate Investment Evolution, Strategies and Trends

Join us for a concise panel discussion on evolving real estate investments. Explore advanced strategies with 'Private Capital' and understand market shifts in the 'New World of Real Estate.' Gain insights to navigate changing dynamics, optimize yields, and make informed investment decisions.

Moderator:

Kurt Vroman, Chairman, Deltona Firefighters' Pension Fund

Panelists:

Russell Deakin, CIO & Managing Partner, Aceana Group

Anthony Scavo, President, Basis Industrial

Brady Breinholt, President & CEO, New Wave Real Estate

Michael Rieger, Investor Relations, Reliant Real Estate Management

12:30 PM Networking Lunch

1:30 PM Sustainability, ESG and Impact Investing

Management of investment strategies specifically dedicated to climate solutions, renewable energy, carbon-zero initiatives, opportunity zones, and investment in diverse women-owned managers and companies, with the aim of generating a positive and measurable impact, alongside financial returns.

Moderator:

Doug Watler, Trustee, Deltona Firefighters' Pension Fund

Panelists:

Dora Present Lewin, Principal - Client Strategist, BNY Mellon

Robin Zeigler, Founder & CEO, Mural Real Estate

Alecia Dillon, Chief Financial Officer, The Health Foundation of South Florida

2:15 PM Afternoon Networking Break

2:45 PM Navigating Opportunities and Challenges in Private Equity

Dive deep into the the evolving landscape of private equity, focusing on both the opportunities and challenges faced by institutional investors. Panelists will discuss market trends, the role of private equity in alternative investment portfolios, strategies for mitigating risk, and how investors can capitalize on emerging opportunities while navigating economic and regulatory hurdles.

Moderator:

Diana Verity, Executive Director, J.P. Morgan

Panelists:

Eduardo Karrer, Partner - Private Equity Investments, Hermann Family Office

Cesar Pachon, Founding Partner, WE Family Offices

3:30 PM Analyzing LatAm Offshore Alternatives, Allocation Strategies, and Investor Access

Dive into the LatAm offshore perspective on alternative investments, where offshore wealth managers dissect the increasing demand for alternative assets among Latin American clients. Join the discussion on evolving investment appetites, liquidity strategies, risk management, and the tactics to engage High Net Worth (HNW) investors in the region. Gain insights into the technical nuances of offshore wealth allocation in the world of alternatives.

Moderator:

Maria Garcia D'alessandro, AVP - International Private Banking, City National Bank of Florida

Panelists:

Juan Eduardo Fantini, Partner, Colunquén Investment Office

Rony Porat, Senior Vice President, IDB Bank

Rafael Benrey, Co-Chief Investment Officer, Investment Placement Group

4:15 PM Happy Hour & Networking

The Biltmore Terrace

Please join us onsite after the event for networking, socializing, and cocktails sponsored by: