2:00 - 2:15 / Registration

Due to limited seating, only registered participants will be able to attend the symposium.

2:15 - 2:20 / WELCOME Remarks

How do we define the New Normal? How might we think about the challenges of traditional investing?

2:20 - 2:35 / Economist Perspective

More tailwinds than headwinds in 2026: Looking at 3 tailwinds for the economy and markets this year.

• Michael Normyle, U.S. Economist & Senior Director, Nasdaq

2:35 - 3:10 / 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?

• Moderator: Matthew Bradbard, Director & China Consultant, RCM Alternatives

• Nels Fugelsang, Partner, Millburn Ridgefield

• Tim Pickering, Founder and CIO, Auspice Capital Advisors

• Kolby Sneathern, Director, Tolleson Wealth Management

3:10 - 3:45 / Real Estate Panel

How is the outlook for interest rates likely to affect the supply and demand in commercial and residential real estate?

• Moderator: Jon Gitman, Partner & Head of Originations, BridgeInvest

• Daniel Fetner, Co-Founder & Partner, Alpaca Real Estate

• Scott Sherman, Founder & Principal, Torose Equities

• Kristin Dacey, CIO - Real Estate, Bulltick

3:45-4 / Networking Break

4:00 - 4:35 / Family Offices Panel: Structures, Access & Taxes

Explore how family offices utilize PPLI and PPVA structures as a tax-efficient asset-location, to help improve net-of-tax returns on their alternative investments.

• Moderator: Dave Reynolds, Chief Marketing Officer, Spearhead Administration Services

• Robert Amoruso, Founder & CEO, Gideon Strategic Partners

• Russell Jeffrey, Founder, Global Strategic Risk Management

• James Burke, Director, Investments, Dimension Capital Management

4:35 - 5:10 / Private Markets Panel - PE,PC,VC

Where do opportunities exist for today's private market investments and how should investors evaluate them?

• Moderator: James Ocasio, VP, Alternative Investment Product Strategist, Fidelity Institutional

• James Koutoulas, CEO, JurisTrade

• Tom Balderston, General Partner, Bullish

• Todd Buys, Managing Partner, Hobe Mountain Capital

5:15 - 7:15 / COCKTAIL Reception