AGENDA

May 6th - tUESDAY - conference

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

9:00 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:20 AM - ALTS IN 2025: TRENDS, HEADWINDS, AND WHAT'S NEXT

From macro uncertainty to a maturing LP base, the alternative investment landscape is shifting fast. This opening session will set the tone with a high-level look at the key forces shaping private markets, investor behavior, and capital formation in 2025 and beyond.

10:15 AM - GLOBAL TRADE TENSIONS AND THE NEW ALTERNATIVE PLAYBOOK

Tariffs and trade disruptions are rewriting the global investment landscape. This panel looks at how managers are navigating geopolitical risk, adjusting supply chain exposures, and finding opportunities in a world where borders matter more than ever.

11:05 AM - NETWORKING BREAK

11:20 AM - PRIVATE CREDIT 2.0: YIELD, STRUCTURE, AND SCALE IN A NEW ERA

Private credit is booming as institutional capital hunts for yield outside traditional banking. This panel explores how fund managers are structuring private credit deals, where capital is flowing, and what risks and returns look like in today’s high-rate environment. Learn how private credit is reshaping mid-market finance—and what’s next for this rapidly growing asset class.

12:15 PM - INSIDE THE MANDATE: HOW INSTITUTIONS ALLOCATE TO ALTS

What are institutional investors really looking for in today’s market? From public pensions to endowments and insurance companies, this panel brings together allocators to discuss what’s driving decisions across hedge funds, private markets, and real assets. Get a candid view of what’s in—and what’s out—in the institutional playbook.

1:10 PM - LUNCH KEYNOTE

2:10 PM - SMARTER SCREENS: AI AND THE NEW ERA OF DUE DILIGENCE

Due diligence is evolving, and AI is accelerating that shift. This session examines how allocators and consultants are leveraging data, automation, and machine learning to assess managers, identify red flags, and streamline decision-making in a crowded investment landscape.

3:05 PM - SMALL MARKETS, BIG GAINS: THE POWER OF NICHE INVESTING

From litigation finance to collectibles, royalties, and esoteric credit, niche strategies offer uncorrelated return streams in a world awash with beta. Learn how managers are sourcing, diligencing, and scaling non-traditional strategies that punch above their weight.

3:55 PM - NETWORKING BREAK

4:10 PM - CROSS-BORDER CAPITAL: INVESTING IN THE CARIBBEAN AND LATAM

Investors are increasingly eyeing the Caribbean and Latin America for yield, diversification, and long-term growth. This session explores regional opportunities in private credit, infrastructure, and real estate, along with regulatory and currency considerations that come with investing across borders.

5:05 PM - FROM FALLOUT TO OPPORTUNITY: IS CRE LEADING THE RECOVERY?

Investors are increasingly eyeing the Caribbean and Latin America for yield, diversification, and long-term growth. This session explores regional opportunities in private credit, infrastructure, and real estate, along with regulatory and currency considerations that come with investing across borders.

7:00 PM - THE BIG PARTY!

TELEVISION CITY STUDIOS Stage 46 - (CBS Studios)

mAY 7th - Wednesday - conference

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

9:00 AM - BEHIND THE RETURNS: OPERATIONAL ALPHA IN ALTERNATIVES

Strong operations drive strong outcomes. This session puts the spotlight on the infrastructure that powers great investing—from fund admin and compliance to tech, cybersecurity, and investor reporting. Learn how top managers create operational leverage and scale with confidence.

9:55 AM - THE AI EDGE: HOW TECHNOLOGY IS RESHAPING ALTERNATIVE INVESTING

Artificial intelligence isn’t just a sector—it’s transforming how fund managers source deals, underwrite risk, and allocate capital. This panel explores how AI is being integrated into fund operations, investment theses, and LP communications across the alternatives spectrum.

10:45 AM - NETWORKING BREAK

11:00 AM - BUY, BUILD, EXIT: PRIVATE EQUITY IN A SHIFTING ECONOMY

Private equity firms are adapting to a new deal-making environment marked by rising rates, valuation resets, and evolving LP expectations. This session explores how GPs are sourcing deals, deploying dry powder, and creating value in a more disciplined and complex market. Expect actionable insights from experienced managers navigating the next phase of the PE cycle.

11:55 AM - COMMERCIAL REAL ESTATE: REBUILDING MOMENTUM IN CRE CAPITAL MARKETS

While other alternative strategies begin to feel stress, commercial real estate may have already be coming off the bottom. Capital is returning, repriced deals are clearing, and lenders are re-engaging. This panel explores where CRE capital markets are reopening, who's lending, and what that means for sponsors and investors ready to ride the wave back up.

12:50 PM - LUNCH KEYNOTE

1:50 PM - BEYOND BITCOIN: THE INSTITUTIONAL CASE FOR DIGITAL ASSETS

Despite market cycles, institutional interest in digital assets continues to grow. This session explores the next generation of digital investments—from tokenization and blockchain infrastructure to custody, compliance, and the evolving role of crypto in diversified portfolios.

2:45 PM - SERVING THE SOPHISTICATED: ALTERNATIVES IN THE WEALTH CHANNEL

As RIAs and wealth managers expand into private markets, access and education have become critical. This panel explores how alts are being delivered to high-net-worth clients, what platforms and structures are emerging, and how advisors are integrating these strategies into modern portfolios.

3:35 PM - NETWORKING BREAK

3:50 PM - CAPITAL, LEGACY, AND AGILITY: THE FAMILY OFFICE EDGE

Family offices are increasingly stepping into roles once dominated by institutions—investing directly, embracing alternatives, and setting long-term mandates. This panel features principals and investment leads from leading family offices sharing how they evaluate managers, structure deals, and allocate capital across a rapidly changing global landscape.

4:45 PM - HIGH MARGINS, HIGH RISK: INVESTING IN VICE INDUSTRIES

Alcohol and cannabis continue to attract capital—despite regulatory hurdles and shifting public sentiment. This panel explores how investors are underwriting growth, managing reputational risk, and capitalizing on two of the most resilient (and controversial) consumer sectors.

5:35 PM - CLOSING REMARKS

5:50 PM - CLOSING COCKTAILS