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
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Kyle Asher
Partner, Managing Director & Co-Head and Co-Portfolio Manager, Alternative Credit Solutions
Monroe Capital
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Matthew Bradbard
Director
RCM Alternatives
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Nate DeMeo, CFA, CAIA
Senior Associate
Wilshire
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Mike Duda
Co-Founder and Managing Partner
Bullish
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Nels Fugelsang
Partner, Managing Director
Millburn
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Nicholas Marcello
Co-Founder & Managing Partner
A4 Capital Partners
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Michael Normyle
U.S. Economist and Senior Director
Nasdaq
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Tim Pickering
Founder and CIO
Auspice Capital Advisors Ltd.
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Dave Reynolds
Chief Marketing Officer
Spearhead Administrative Services
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Peter Tchir
Head of Macro Strategy
Academy Securities