
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
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Matthew Ahern
Managing Principal
Knightsbridge
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Todd Benson
Managing Partner & CEO
Herington LLC
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Matthew Bradbard
Director
RCM Alternatives
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Henry Bregstein
Partner
Katten
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Mervin Burton
Partner, Research
Beatrice Advisors
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Andrew Corwin
Director & Senior Portfolio Management Team Lead
Merrill Lynch
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Michael Duda
Managing Partner
Bullish
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Josh Farkas
Partner
Delmare Capital
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Darren Friedman
Partner
StepStone
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Jacob Grossman
President, Chairman of Investment Committee
Transcend Capital Advisors
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Ari Herman
Founder & CIO
SaddleRock Capital
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Michael Iosebashvili, CAIA
Senior Vice President
Jefferies Credit Partners
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Chris Lawrence
Managing Partner
Labyrinth Capital Partners
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Tim Pickering
Founder & CIO
Auspice Capital Advisors Ltd.
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Victoria Piscopo
Vice President - Private Wealth
Vista Equity Partners
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Luke Rahbari
CEO
Equity Armor Investments
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Natalie Reed
Senior Director
Cboe Global Markets
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Dan Russo
Portfolio Manager | Director of Research
Potomac
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Jim Russo, CFA
Executive Director, Client CIO Group
TIFF Investment Management
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John Sargent
Private Advisor & Managing Director
Rockefeller Global Family Office
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Michael Soss
Chief Investment Officer
Millburn
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John Sullivan
Venture Partner
Two Bear Capital
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Greg Valli
Managing Director, Co-Head Portfolio Manager - Long-Only Products
Ellington Management Group
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Bernard Weis
Partner | Executive Officer | Risk Officer
Trutino Capital Management
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Peter Weiss
Co-Founder & Managing Partner
Alpaca Real Estate
Venue
50 Vanderbilt Ave, New York, NY 10017