nAVIGATING THE NEW nORMAL
New York City

june 18, 2026 @ The Yale club

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

Agenda

2:00 - 2:25 / Registration

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

2:25 - 2:30 / WELCOME Remarks

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

2:30 - 3:00 / Economist Perspective

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

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

  • Peter Tchir, Head of Macro Strategy, Academy Securities

3:00 - 3:35 / 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

3:35 - 4:10 / Real Estate Panel

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

  • Nate DeMeo, Senior Associate, Wilshire

  • Kyle Asher, Managing Director & Co-Head and Co-Portfolio Manager - Alternative Credit Solutions, Monroe Capital

  • Nicholas Marcello, Co-Founder and Managing Partner, A4 Capital Partners

4:10-4:20 / Networking Break

4:20 - 4:55 / 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

4:55 - 5:30 / Private Markets Panel - PE,PC,VC

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

  • Mike Duda, Managing Partner, Bullish

5:30 - 7:00 / COCKTAIL Reception

Participating Speakers

  • Kyle Asher

    Partner, Managing Director & Co-Head and Co-Portfolio Manager, Alternative Credit Solutions

    Monroe Capital

  • Matthew Bradbard

    Director

    RCM Alternatives

  • Nate DeMeo, CFA, CAIA

    Senior Associate

    Wilshire

  • Mike Duda

    Co-Founder and Managing Partner

    Bullish

  • Nels Fugelsang

    Partner, Managing Director

    Millburn

  • Nicholas Marcello

    Co-Founder & Managing Partner

    A4 Capital Partners

  • Michael Normyle

    U.S. Economist and Senior Director

    Nasdaq


  • Tim Pickering

    Founder and CIO

    Auspice Capital Advisors Ltd.

  • Dave Reynolds

    Chief Marketing Officer

    Spearhead Administrative Services

  • Peter Tchir

    Head of Macro Strategy

    Academy Securities