8:00AM REGISTRATION & BREAKFAST

9:00AM 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.

Panelists:

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

Roxana Corla, International Wealth Advisor, Merrill Lynch Wealth Management

Paul Shelton, Chief Investment Officer, Warwick Shore Advisors

9:45AM 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.

Moderator:
Cavitt Randall, Chief Executive Officer, MBX Group

Presented by:
Manoj Bhargava, Founder, TPlus3 Fund

10:20AM MORNING NETWORKING BREAK

10:40AM 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.

Speaker:

Matt Dines, Co-Founder & Chief Investment Officer, Build Asset Management

11:00AM Unveiling Investment Frontiers across Asia, Latam and other Emerging Markets

Join us to discover how Institutional Investors are navigating Uncharted Territories, amid Geopolitical Uncertainties and Tech Disruption. 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 in these dynamic markets, and learn how to capitalize and thrive in this evolving landscape.

Moderator:

Amy S. Lawrence, Wealth Advisor, Gorilla Investment

Panelists:

Stuart Chapman, Director, Strategic Investment Group

Ethan Werner, Managing Director, The Werner Foundation

Rahul Chadha, Founder and Chief Investment Officer, Shikhara Investment Management

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

Jay Massirman, Co-Chairman, Basis Industrial

Brady Breinholt, President & CEO, New Wave Real Estate

Martha Leeder, Managing Director, Investor Relations, DXD Capital

Drew Weinstein, Director- Institutional Capital Partners, DLP Capital

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

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

Ethan Werner, Managing Director, The Werner Foundation

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

Jeff Zipper, Senior Investment Leader, Fifth Third Private BankFifth

Thomas Duffy CFA, Director, Private Markets, TIFF Investment Management

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:

Rony Porat, Senior Vice President, IDB Bank

Kristin Dacey, Alternative Investments Head, Bulltick

Isidro Fernández, Co Founder and Managing Partner, 1PLTFRM

4:15 PM HAPPY HOUR & NETWORKING — The Biltmore Terrace

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