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.

• Moderator: Stephen Mehos, Lecturer and Head of the Finance Certificate Program, MIT Sloan School of Management

• 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

• Andrew Nania, Executive Director and Portfolio Manager, Morgan Stanley Portfolio Solutions (MSPS)

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?

• Moderator: Daniel Santiago, Vice President and Sector Specialist, State Street Investment Management

• 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

• Geoffrey Tully, Managing Director, J.P. Morgan Private Bank

• Frazer Rice, Director of Family Office Services, Next Capital Management

• Michael Haberkorn, Partner & Co-Portfolio Manager, Silver Rock

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?

• Moderator: Matt Curtolo, Managing Director, BFA Global Investors

• Mike Duda, Managing Partner, Bullish

• Matthew Ahern, Managing Principal, Knightsbridge

• Tom Melly, Managing Partner, Mirror Partners

5:30 - 7:00 / COCKTAIL Reception