October 23 - Wednesday

10 am - Registration & Refreshments

10:15 am - Opening & Welcome Remarks

10:30 am - Session 1: Attracting Anchor and Early-Stage Investors

Securing early-stage investments for an alternative fund is more challenging and complex than ever. Accessing the family office sector, the wealth management channel, and traditional fund seeders can be particularly difficult. This panel will explore the most effective strategies for attracting anchor, seed, and early-stage investors, and how these partnerships can pave the way toward institutional readiness.

• Speaker: Scott Sherman, Co-Founder & Managing Partner, MESA Lane Capital

• Speaker: Eli Kent, Managing Partner, Moody Aldrich Partners, LLC

• Speaker: R. Adam Smith, Founder, RAS Capital Partners

• Speaker: Sheryl Schwartz, Co-Founder, ALTI Financial

• Moderator: Peter Murrugarra, Co-Founder & President, Inti Advisors Inc.

   

11:15 am - Session 2: The Family Office Perspective on Alts

Different types of alternative investment fund investors have varying interpretations of best practices in the manager selection and vetting process. While family offices are often the most flexible in their sourcing and due diligence architecture, this panel will explore the key areas where family offices are more stringent, as well as where they allow greater flexibility, providing insights into their approach.

• Speaker: Scott V. Beechert, Chief Operating Officer & General Counsel, Granby Capital Management, LLC

• Speaker: Steve Kahn, Head of Operations, Talpion

• Speaker: David Wertentheil, Partner, Worth Venture Partners

• Moderator: Angelo Robles, Founder & CEO, SFO Continuity
  

12:00 pm - Session 3: Wire Fraud is Real - How Cybersecurity and Service Providers Protect You

Cyber-crime is an ever-growing threat to alternative investment firms, with wire fraud and ransomware posing significant risks. Despite increased regulatory scrutiny, many organizations still struggle to implement effective prevention strategies. This panel will cover essential topics, including wire fraud, phishing, and AI-driven threats, and provide insights into how cybersecurity measures and service provider selection can be optimized to help safeguard your firm against these dangers.

• Speaker: Michael Brice, Founder, President, BW Cyber

• Speaker: Ryan Castle, Founder, Conduit Security

• Moderator: Anthony D. Mascia, Managing Partner, EFSI
  

12:45 pm - Lunch/Networking

1:30 pm - Session 4: Operations, Audit, Banking, Compliance & Legal: What You Need to Know

Whether you're an established alternative fund manager, or a newcomer preparing to launch, staying informed about the regulatory landscape is essential. This panel will highlight critical knowledge gaps, discuss upcoming regulatory changes, and provide insights into the operational, audit, banking, compliance, and legal aspects that every alternative fund manager must navigate.

• Speaker: Alex Cummings, Partner - Leader Tax Alt Investments, Akram & Associates PLLC

• Speaker: Simon Riveles, Founder & Partner, Riveles Wahab

• Speaker: Glen Carballo, Director - Business Development, Dime Private and Commercial Banking

• Moderator: Geoff Marcus, Co-Founder & CSO, Inti Advisors Inc.
  

2:15 pm - Session 5: ODD - What You Really Need to Know to Raise Capital

While evaluating the merits of an investment strategy is crucial for securing capital, Operational Due Diligence (ODD) is equally vital in identifying weaknesses in operational controls that could jeopardize the strategy's success. Even the best strategy can falter if ODD gaps aren't addressed. This panel will explore both the obvious and the less apparent yellow and red flags that emerge during the ODD process, providing insights that are essential for raising capital.

• Speaker: David Warsoff, Head of Operational Risk, J.P. Morgan Alternative Asset Management

• Speaker: Cordell Thomas II, Operational Due Diligence, General Motors

• Speaker: Michael Merrigan, Founder, Shadmoor Advisors

• Moderator: Peter Murrugarra, Co-Founder & President, Inti Advisors Inc.
  

3:00 pm - Session 6: Tech-Driven Transformation: Enhancing Operations and Talent Management

Exploring how modern technology is revolutionizing the operations of the alternative investment industry and driving efficiencies while delving into how these innovations are reshaping talent management. The discussion will touch on workflow automation, data management, and technology's critical role in attracting, retaining, and optimizing talent in a competitive industry.

• Speaker: Tony Chung, Co-Founder, Tenor Digital

• Speaker: Alexander Sargeaunt, Vice President - Financial Services, TriNet

• Speaker: Dave Shastri, Chief Strategy Officer, Truss Edge Investment Support

• Speaker: Fergus Healy, Chief Operating Officer, Wafra

• Moderator: Geoff Marcus, Co-Founder & CSO, Inti Advisors Inc.
  

3:45 PM - Session 7: The “Holy Grail”? Wealth Managers and Independent RIAs are Allocating to Alts

As traditional areas of investment management become increasingly commoditized, private funds offer a unique chance for differentiation, particularly within the wealth management and the independent RIA channels. With these investors increasingly exploring alternative investments, the accessibility of these opportunities has never been greater, but also more fragmented. This panel will explore how this sector could be the “holy grail” for new alternative investment fund managers seeking to raise capital, and a critical step towards capitalizing on this potential.

• Speaker: Peter Murrugarra, President, Inti Advisors

• Speaker: Lina Botchoukova, Managing Director, Lumiere Financial Group

• Speaker: Joshua A. Bronstein, CFA, Senior Vice President, Wealth Advisor, The Stiefel Team, Neuberger Berman

• Moderator: Geoff Marcus, Co-Founder & CSO, Inti Advisors Inc.
  

4:30 pm - Closing Remarks

4:45 pm - 6:00 pm: Networking Reception