nAVIGATING THE NEW nORMAL
New York

june 12, 2025 @ The yale club

Agenda

9:30 / Registration

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

10:00 - 10:15 / WELCOME Remarks

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

10:15 - 10:50 / Liquid Alts Panel

How are institutional investors turning to liquid alternatives for their unique mix of diversification, downside protection, and liquidity?

10:55 - 11:30 / Real Estate Panel

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

11:35 - 12:10 / 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 create 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

  • Todd Benson

    Managing Partner & CEO

    Herington LLC

  • Matthew Bradbard

    Director

    RCM Alternatives

  • Henry Bregstein

    Partner

    Katten

  • Mervin Burton

    Partner, Research

    Beatrice Advisors

  • Andrew Corwin

    Director & Senior Portfolio Management Team Lead

    Merrill Lynch

  • Michael Duda

    Managing Partner

    Bullish

  • Josh Farkas

    Partner

    Delmare Capital

  • Darren Friedman

    Partner

    StepStone

  • Jacob Grossman

    President, Chairman of Investment Committee

    Transcend Capital Advisors

  • Ari Herman

    Founder & CIO

    SaddleRock Capital

  • Michael Iosebashvili, CAIA

    Senior Vice President

    Jefferies Credit Partners

  • Chris Lawrence

    Managing Partner

    Labyrinth Capital Partners

  • Tim Pickering

    Founder & CIO

    Auspice Capital Advisors Ltd.

  • Victoria Piscopo

    Vice President - Private Wealth

    Vista Equity Partners

  • Luke Rahbari

    CEO

    Equity Armor Investments

  • Natalie Reed

    Senior Director

    Cboe Global Markets

  • Dan Russo

    Portfolio Manager | Director of Research

    Potomac

  • Jim Russo, CFA

    Executive Director, Client CIO Group

    TIFF Investment Management 

  • John Sargent

    Private Advisor & Managing Director

    Rockefeller Global Family Office

  • Michael Soss

    Chief Investment Officer

    Millburn

  • John Sullivan

    Venture Partner

    Two Bear Capital

  • Greg Valli

    Managing Director, Co-Head Portfolio Manager - Long-Only Products

    Ellington Management Group

  • Bernard Weis

    Partner | Executive Officer | Risk Officer

    Trutino Capital Management

  • Peter Weiss

    Co-Founder & Managing Partner

    Alpaca Real Estate

Venue

50 Vanderbilt Ave, New York, NY 10017