AGENDA

jANUARY 27th - mONDAY

4:00 - 8:00 Kickoff Party

4:00 - 6:00 Uncorrelated Attendees Only

6:00 - 8:00 Open to Everyone

THE VENUE

Sweet Liberty
237 20th St
Miami Beach, FL 33139

Learn More

January 28th - tUESDAY

8:00 AM - REGISTRATION OPENS

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

Thought Leadership Pavilion

9:00 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:15 AM - BREAKING BARRIERS: EXPANDING ACCESS TO ALTERNATVE INVESTMENTS

The alternative investment landscape is evolving, with previously inaccessible strategies now within reach for a broader audience. This panel will explore how innovation, technology, and shifting market dynamics are breaking down traditional barriers to entry, unlocking uncorrelated strategies for a wider investor base, and reshaping the investment world with new opportunities.

• Moderator: Saumen Chattopadhyay, Harbor Capital

• Panelist: Kevin Shea, Disciplined Alpha

• Panelist: Chaunice Wilks, Artisan Partners

10:00 AM - THE TECHNOLOGY SHIFT: AI’s ROLE IN ALTERNATIVE INVESTMENTS

Artificial intelligence is revolutionizing the alternative investment space, unlocking innovations that are poised to become accessible to a broader audience. This panel will explore how AI is transforming software development, enhancing trading strategies, and reshaping operational efficiencies across industries. Panelists will discuss how these advancements are breaking traditional barriers, creating new opportunities, and setting the stage for a more dynamic and inclusive future in alternative investments.

• Moderator: TBD

• Panelist: Chuck Stormon, StartFast Ventures

• Panelist: Lewis Upton, Oxford

• Panelist: Sid Ghatak, Pivotal Edge

10:45 AM - NETWORKING BREAK

11:00 AM - A Fireside Chat with Jack Schwager and Emerging Wizards

Legendary author Jack Schwager, creator of the Market Wizards series, takes the stage for an exclusive fireside chat with emerging traders redefining the future of markets. This session highlights fresh perspectives, innovative strategies, and the next generation of talent in trading. Join us to witness how these rising stars are breaking into the industry and shaping the alternative investment landscape.

• Fireside Chat: Jack Schwager, FundSeeder

• Fireside Chat: TBD

• Fireside Chat: TBD

11:45 AM - VOLATILITY’S EDGE: PRACTICAL APPROACHES TO TAIL RISK

In a world of uncertainty, understanding and harnessing volatility is crucial for maintaining portfolio resilience. This panel brings together seasoned experts in the volatility space, including an experienced moderator and leading traders, to share actionable insights on managing tail risk. Discussions will explore practical strategies for mitigating downside exposure, strengthening portfolio durability, and leveraging volatility to enhance long-term performance. Join us to gain valuable perspectives from professionals who specialize in safeguarding investments and fortifying portfolios against market turbulence.

• Moderator: Matt Garrett, Strata Analytics

• Panelist: Will Wise, The Ambrus Group

• Panelist: Justin McEntee, Logica Funds

12:30 PM - Connect, Network & Engage Lunch

1:30 PM - BUILDING TOMORROW: INSIGHTS FROM VENTURE CAPITAL

Venture capital is at the forefront of driving innovation and reshaping industries. This panel features practitioners investing in companies that are redefining paradigms and pioneering transformative solutions across diverse sectors. Panelists will share their insights on identifying game-changing opportunities, supporting visionary founders, and navigating the challenges of investing in groundbreaking ideas. Join us for a forward-looking discussion on how venture capital is building the industries of tomorrow.

• Moderator: Mike Flannery, Grit Capital Partners

• Panelist: Ryan Coughlin, Danu Venture Group

• Panelist: Fady Saad, Cybernetix Ventures

• Panelist: Mark Flickinger, BIP Capital

2:15 PM - PROTECTING YOUR FIRM AND YOUR CLIENTS FROM AI-DRIVEN WIRE FRAUD

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.

• Fireside Chat: Michael Brice, BW Cyber Services

• Fireside Chat: Ryan Castle, Conduit Security

3:00 PM - NETWORKING BREAK

3:15 PM - 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.

• Moderator: Angelo Robles, SFO Continuity

• Panelist: Scott Beechert, Granby Capital Management, LLC

• Panelist: Dave Duebendorfer, Artemis Wealth Advisors

• Panelist: R. Adam Smith, Avestix

• Panelist: Ira Perlmuter, IJP Family Partners

4:00 PM - SERVICE PROVIDERS IN FOCUS: BUILDING OPERATIONAL EXCELLECE TOGETHER

This panel brings together experts from across the service provider community—including legal, audit, tax, and fund administration—to discuss strategies for fostering collaboration, enhancing efficiency, and addressing industry challenges. Panelists will share insights on how their specialized expertise supports fund managers and investors in navigating complexity and driving operational success. Join us for a comprehensive look at the partnerships that build stronger, more resilient operations.

4:45 PM - ATTENDEE COCKTAILS

6:00 PM - THE BIG PARTY

Our highly anticipated Tuesday evening cocktail party will be a can’t-miss experience, featuring an immersive visual display and curated DJ sets playing music at an enjoyable, conversational volume. This event is designed to gather the broadest cross-section of the alternative investment community in Miami Beach, creating a space where LPs, investors, fund managers, and service providers can connect seamlessly. Learn more here.

Collaboration Hall

9:00 AM to 5:00 - All Day Networking

The Collaboration Hall is the dynamic hub of investor-led and thematic roundtables, all-day networking, and sponsor engagement at the Uncorrelated Miami conference. This vibrant space features Diamond and Platinum Sponsor Tables, providing direct access to leading service providers and industry innovators. With dedicated areas for one-on-one meetings and collaborative discussions, the hall fosters meaningful connections and facilitates impactful conversations that drive the alternative investment community forward.

Networking Amphitheater

9:00 AM to 5:00 - All Day Networking

The Networking Amphitheater is a key hub for conference attendees to connect, engage with Gold Sponsor Tables, and foster valuable relationships throughout the event. Conveniently located on the lower level, it also offers easy access for meetings with individuals who are not attending the conference—yes, we actually encourage you to network with people outside the event too! This versatile area ensures attendees can maximize their professional opportunities both within and beyond the conference.

January 29th - Wednesday

8:00 AM - REGISTRATION OPENS

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

Thought Leadership Pavilion

8:45 AM - Exploring alternatives through life insurance products

Life insurance products provide a unique intersection between financial planning and alternative investments, offering opportunities for tax efficiency, wealth preservation, and portfolio diversification. This panel will examine how these products are structured to incorporate alternatives, the benefits they can offer, and the considerations involved in their use. Join us for an in-depth discussion on the role of life insurance in expanding access to alternative investments and its implications for wealth management strategies.

• Moderator: Dave Reynolds, Spearhead

• Panelist: Travis Burke, Axcelus

• Panelist: Francisco Soler, MAS Advisors LLC

9:30 AM - ODD Unveiled: Lessons and Future Trends

Operational Due Diligence (ODD) has become a cornerstone of risk management and investor protection in the alternative investment space. This panel will explore key lessons learned from recent challenges, best practices that have emerged, and the evolving standards shaping ODD. Panelists will also discuss the future of ODD, including how technology, regulatory developments, and shifting investor expectations are driving innovation in the field. Gain valuable insights into the critical role ODD plays in fostering transparency, accountability, and trust in alternative investments.

• Moderator: Peter Murrugarra, Inti Advisors

• Panelist: Michael Merrigan, Shadmoor Advisors

• Panelist: Gwen Stone, Franklin Templeton

• Panelist: David Warsoff, J.P Morgan Alternative Asset Managment

10:15 AM - NETWORKING BREAK

10:30 AM - The Future of Crypto: Access, Innovation & Regulation

As cryptocurrency continues to evolve, it sits at the intersection of innovation, accessibility, and regulatory scrutiny. This panel brings together experts to discuss the future of crypto, exploring how advancements in technology are driving innovation, the pathways being created for broader access to digital assets, and the evolving regulatory frameworks shaping the landscape. Join us for an engaging discussion on how these dynamics are influencing the adoption, integration, and oversight of cryptocurrencies in the financial ecosystem.

• Moderator: Bryan Kiernan, EV Digital Assets

• Panelist: Richard Shorten, Silvermine Capital.

• Panelist: Steven McClurg, Canary Capital

• Panelist: Kevin YB, ParaFi

11:15 AM - Hidden Opportunities: Investing in Diverse Alternative Funds

Diverse alternative funds offer unique opportunities to uncover untapped potential through differentiated strategies and uncorrelated investments. This panel will explore how these funds can enhance portfolios, provide meaningful returns, and address evolving investor needs. The discussion will also touch on best practices in due diligence, fostering investor engagement, and the importance of collaboration in identifying and capitalizing on these hidden opportunities. Join us to gain valuable insights into how diverse alternative funds are reshaping the investment landscape.

• Moderator: Romulad Beneche, AIMA

• Panelist: Eli Cohen, RBI Private Lending LLC

• Panelist: David Dunn, Kingsbridge Investment Partners

• Panelist: Michael Gulliford, Soryn IP Capital Management

12:00 PM - Connect, Network & engage Lunch

1:00 PM - Partnering with Your Service Providers to Grow Your Fund

This panel examines how fund managers can shift their view of service providers from transactional relationships to strategic partnerships. By fostering deeper alignment and collaboration, managers can unlock new avenues for capital growth and operational efficiency. Panelists will explore how legal, audit, tax, and fund administration professionals contribute to shared objectives and long-term success, emphasizing the importance of partnership in navigating the complexities of fund management. This session offers a fresh perspective on how service providers can be integral to a fund’s growth journey.

• Moderator: Zak DeOssie, LO3 Capital

• Panelist: Alex Cummings, Akram & Associates CPAS

• Panelist: Anthony D. Mascia, EFSI

• Panelist: Casey Ramirez, SGGG Fund Services

• Panelist: Tony Unkel, The Entrust Group

1:45 PM - The Tech Edge: Unlocking Efficiency in Alternatives

Technology is transforming the alternative investment space, driving operational efficiency and delivering enhancements that benefit both firms and their clients. This panel features experts who have integrated cutting-edge technology into their domains to optimize processes, streamline operations, and create accretive value. Panelists will discuss how these advancements not only enhance firm performance but also improve client outcomes through greater transparency, speed, and precision. Join this discussion to explore the transformative power of technology in reshaping the future of alternatives.

• Moderator: Dan Meador, Opal Financial Group

• Panelist: Tim Krochuk, Trellis

• Panelist: Ian Lynch, Alchelyst

• Panelist: Jesus Mirabal, Tenor Digital

2:30 PM - Asset Management Meets Capital Raising: Strategies, Sales, and Operational Insights

This panel explores how investment strategy intersects with expertise across domains to advance the investment narrative. Panelists will examine how collaboration between front and back offices enhances investor confidence, the role of operational strength in supporting strategy, and how cohesive efforts drive success. By weaving together insights from strategy, sales, and operations, this discussion highlights how a unified approach can elevate a fund’s capital-raising efforts and reinforce its value proposition. Gain a deeper understanding of how these elements align to deliver growth and long-term success in asset management.

This panel will discuss the ways in which investment strategy and cross-domain expertise can be combined to create a compelling investment narrative. Panelists will explore how front and back office collaboration can improve investor confidence, the importance of operational strength in supporting strategy, and how a unified approach can drive success. The discussion will highlight how a fund can improve its capital-raising efforts and reinforce its value proposition by aligning strategy, sales, and operations. Attendees will gain a deeper understanding of how these elements work together to drive growth and long-term success in asset management.

• Moderator: Ole Rollag, Murano Connect

• Panelist: Morgan Dzwonkowski, Divergent Capital

• Panelist: David Goldstein, STP Investment Services

• Panelist: Chris Tayeh, Thompson Creek

3:15 PM - NETWORKING BREAK

3:30 PM - Navigating Alternatives: The Family Office Advantage

This special fireside chat features Marc Lopresti and Jon Najarian, seasoned investors with decades of experience navigating the alternative investment landscape both independently and on behalf of select family offices. Together, they will share forward-looking insights on how family offices approach alternative investments, leveraging their unique flexibility and strategic vision to identify opportunities and mitigate risks. Join this engaging discussion to gain perspective on the advantages family offices bring to the alternatives space and how their expertise shapes a dynamic and evolving investment landscape.

• Fireside Chat: Marc LoPresti, Market Rebellion

• Fireside Chat: Jon Najarian, Market Rebellion

4:15 PM - Wealth Management Perspectives: Alternatives Beyond 60/40 Portfolios

As traditional 60/40 portfolios face growing limitations, wealth managers and multi-family offices are increasingly turning to alternative investments to improve client outcomes. This panel will explore how these professionals are integrating alternatives into portfolio construction, the strategies they employ to navigate challenges, and their perspectives on achieving long-term success. Join us for insights into how wealth managers and family offices are reshaping their approach to deliver enhanced returns and greater resilience for their clients.

• Moderator: Brian Heimowitz, CAIA

• Panelist: Tracy Gallagher, Arta Finance

• Panelist: Jeffrey Heisler, TwinFocus

• Panelist: Greg Poapst, Fundviews Capital

• Panelist: Brian Taylor, C4T Fund

5:00 PM - Thriving in Transition: Trump-Era Strategies for Asset & Wealth Managers

This panel explores the impacts of Trump-era policies, focusing on regulatory shifts and their implications for asset and wealth managers. Panelists will examine how changes in fiscal policy, trade dynamics, and deregulation influence markets from a macroeconomic perspective and how certain asset classes may be affected. They will also discuss how these shifts affect the business of running an asset management firm. Gain insights into how managers can adapt their strategies to navigate regulatory transitions, express investment views, and themes for positioning of client portfolios to capitalize on new opportunities in this evolving environment.

• Moderator: Ron Sylvestri, Quail Ridge Asset Management

• Panelist: Michelle Itri, Tannenbaum Helpern Syracuse & Hirschtritt

• Panelist: Matt Garrett, Strata Analytics

• Panelist: Jenny Kellams, Dunn Capital

Collaboration Hall

9:00 AM to 5:00 - All Day Networking

The Collaboration Hall—you’ve heard about it already—is where investor roundtables, networking, and Diamond and Platinum Sponsor Tables come together to create a hive of activity. Think of it as the conference's social epicenter, where connections happen and deals start brewing, all while you grab another coffee and dive into meaningful conversations.

Networking Amphitheater

9:00 AM to 5:00 - All Day Networking

The Networking Amphitheater is a key hub for conference attendees to connect, engage with Gold Sponsor Tables, and foster valuable relationships throughout the event. Conveniently located on the lower level, it also offers easy access for meetings with individuals who are not attending the conference—yes, we actually encourage you to network with people outside the event too! This versatile area ensures attendees can maximize their professional opportunities both within and beyond the conference.