Summit Day
- Nancy Vailakis - Principal, Ancram IRBD
How has private credit performance compared to other asset classes in terms of risk-adjusted returns and resilience during market volatility? How is the market landscape evolving in response to changing market dynamics and investor demands? Are we entering a new phase of private credit, and what does this mean for LPs and GPs?
- Sheel Patel - Partner – Head of New York Private Credit, Mayer Brown LLP
- Nayef Perry - Managing Director, Global Head of Direct Credit, Hamilton Lane
- George Coles - Senior Director, Corporate Credit, La Caisse
- Christina Lee - Co-Portfolio Manager, U.S. Private Debt, Oaktree Capital Management
- David Gaito - Head of Direct Lending, Fidelity Investments
- Tim Lower - Chief Executive Officer, Chief Investment Officer, Willow Tree Credit Partners
How are direct lending strategies adapting to the current interest rate environment? How is the market competing with the broadly syndicated loan market for high-quality borrowers? What are the trade-offs between cost of capital and flexibility in direct lending?
- Stephanie McCann - Partner and Co-Head of Corporate Finance, McDermott Will & Schulte
- Damien Dwin - Founder & CEO, Lafayette Square
- Seth Weissman - Founder and Managing Partner, Urban Standard Capital
- Maila Chuong - Head of Capital Markets, Manulife Investment Management
- Tom Newberry - Chief Credit Officer & Co-Head of Direct Lending, Sound Point Capital
- Eric Lemieux - Chief Risk Officer, White Oak Global Advisors
- Lisa Yu - General Partner, 99VC
How are successful IPOs and public market signals driving capital back into venture? What impact does renewed liquidity have on early-stage deal competitiveness? How can VC firms leverage new liquidity solutions like tender offers and strip sales?
- Ivan Nikkhoo - Managing Director, N3 Capital
- Laurence Russian - Founding Partner, Portfolio Manager, ABS Global Investments
- Lindsey Macleod - Vice President, HarbourVest Partners
- Lorin Selby - General Partner, Mare Liberum Capital Partners
- Stephen George - Founding Partner, InterAlpen Partners
- David J. Blumberg - Managing Partner, Blumberg Capital
- Marc Baliotti - General Partner, Mare Liberum Capital Partners
How do LPs view venture capital as part of their broader portfolio strategy? What are LPs’ expectations for risk-adjusted returns in venture, and how do they align with long-term investment goals? How are LPs preparing for the next wave of innovation and disruption in venture capital?
- Pradeep Ramamurthy - Partner, NewView Capital
- Jörg Goschin - CEO, KfW Capital
- Jinsoo Lee - Managing Director, Shinhan Venture Investment
- Adam Solan - Investment Director, Institute for Advanced Study
- Peter Plaut - Managing Director, Amagis Wealth
What are the key drivers behind the growing interest in private markets among retail investors? How are wealth managers scaling distribution capabilities and educating retail investors about private market investments? How will the continued retailization of private markets impact the broader ecosystem? What are the next steps to further democratize access to private markets for retail investors?
- Pippa Ushio - Managing Director, Managing Director
- John Sweeney - CEO, Private Wealth, Brookfield
- Dominick Carlino - Global Head of Alternative Investments, Global Wealth, PGIM
- Jackie Rantanen - Managing Director, Evergreen Portfolio Management, Hamilton Lane
- Shriram Bhashyam - Chief Operating Officer, Sydecar
- Michael Calkin - Managing Director & Practice Lead, Alvarez & Marsal Private Wealth Partners
What motivates retail investors to allocate capital to private markets? How are wealth managers, RIAs, and wirehouses vetting private market managers and recommending products to retail clients? What sectors and asset classes are most appealing to retail investors? How do liquidity provisions in private market funds address the needs of retail investors, and what are the challenges in maintaining consistent dividend yields?
- Ivan Nikkhoo - Managing Director, N3 Capital
- Roger Vincent - Founder & CIO, Summation Capital
- Ron Miller - Managing Director & Head of Investment Solutions, CAIS
- Greg Stumm - President & CEO, American Beacon
- Steven Meiner - Mayor, Miami Beach
What is driving hedge funds to expand further into private markets? How are hedge funds leveraging their expertise in public markets to succeed in the private space? What do hedge funds bring to the compared to traditional private markets players? What opportunities exist for collaboration between hedge funds and private equity firms? What are the long-term implications of hedge funds’ growing presence in private markets for the industry?
- Regina Cho - Investment Director, Crewcial Partners
How are LPs evaluating hedge fund allocations to ensure they align with portfolio objectives? What are the key considerations for balancing the higher fees and complex structures of hedge funds with their potential rewards? What emerging trends and strategies are shaping the evolving relationship between LPs and hedge funds? As LPs seek more nimble and innovative solutions, what role will hedge funds play in the future?
- Jack Tyndall - Assistant Portfolio Manager, State Board of Administration
- Ryan Bailey - CIO and Senior Managing Partner, Paradigm Institutional Investors
- Jason Hubschman - Co-Chief Operating Officer & Co-Head of Alternative Managed Accounts, Wilshire
How are investors increasing their allocations to private credit? What is the long-term potential for credit as a core component of their portfolios? How are LPs structuring their private credit allocations across direct lending, asset-backed lending, and credit secondaries? How are they assessing credit quality and default risks in the current economic environment? What role do evergreen funds and interval funds play in attracting new investors to private credit?
- Lyle Margolis - Head of Private Credit, Corporates, Fitch Ratings
- Andrew Peters - Managing Director, New York Life Investments
- Ryan Bailey - CIO and Senior Managing Partner, Paradigm Institutional Investors
- Kevin Kelly - Director, RockCreek Group
With interest in asset-backed finance on the rise, how do GPs and LPs decide when the right time to enter this market is? What role does asset-backed finance play in addressing aging infrastructure, real assets, core consumer credit, commercial and esoteric asset classes, and how big is the opportunity? How are managers structuring deals to mitigate risk in asset-backed finance? What are the challenges and opportunities in building long-term investment strategies for asset-backed finance?
- Daniel Xu - Partner, Private Credit Senior Analyst, Albourne America
- Nick Turgeon - Portfolio Manager and Global Head of Asset-Based Finance, Aperture Investors
- Thomas Hengstberger - Managing Director, Investment Team, NorthWall Capital
- Samm Miller - Co-Head of CRE, Saluda Grade
- Edwin Wilches - Managing Director-Securitized Products, PGIM
How is AI reshaping the venture capital landscape and creating new opportunities for value creation? How are VC firms integrating AI layers into their portfolios to remain competitive? What sectors are seeing the most tangible impact from AI adoption? How can VCs balance the promise of AI with the risks of overvaluation? What is the LP perspective on the "AI gold rush" and its impact on venture valuations and deal flow?
- Dr Ola Brown - General Partner & Founder, HealthCap Africa
- Marell Evans - Founder & General Partner, Exceptional Capital
- Connor Timpson - Senior Account Executive, AlphaSense
- Tom Chi - Author of Climate Capital and Managing Partner, At One Ventures
How are digital assets reshaping investment strategies and liquidity in private markets? What challenges and opportunities arise from tokenization and blockchain adoption in private equity? Can digital assets bridge the gap between institutional investors and retail participants in private markets?
- Pete Najarian - Founder and Managing Partner, Raptor Ventures
- Anthony Bassili - President, Coinbase Asset Management
- Azam Pasha - CEO & Co-Founder, Maalexi Inc.
- Anthony Georgiades - Founder and General Partner, Innovating Capital
- Dan Morehead - Founder and Managing Partner, Pantera Capital
How are private market managers adapting their strategies to cater to retail investors? How are retail-focused products evolving to meet liquidity and yield expectations? Interval funds, evergreen funds, feeder structures: what new products are emerging to serve retail investors and smaller institutional clients? What role do technology platforms play in facilitating retail access to private markets, and how are they evolving?
- Glenn Schorr - Senior Managing Director and Research Analyst, EvercoreISI
- Ron Miller - Managing Director & Head of Investment Solutions, CAIS
- William Forde - Partner, Head of Marketable Equities, NEPC
- Edward Talmor-Gera - Founding Managing Partner & CEO, NewVest
How will the enhanced mandate allowing 401(k) plans to invest in private markets impact the broader ecosystem? What challenges do fund managers face in providing liquidity and transparency for 401k investors? How are GPs positioning themselves to capture market share in this space? How are plan administrators integrating private markets products into their platforms?
- Sheryl Schwartz - Director, Apollo Funds, Gaia Reit and Cartesian Growth II
- Eric Satz - Founder and CEO, Alto IRA
- Phil Troyer - Of Counsel, Endeavor Law
What macroeconomic indicators do hedge funds look at to predict future market movements? How does the hedge fund worldview differ from other investment strategies? Why are hedge funds increasingly betting short, and what factors are driving their expectations of a market correction? How do hedge funds identify opportunities in short-selling during periods of market peaks? Are the current market peaks sustainable, or are we heading toward a downturn?
- Nick Tootle - Principal, Kaufman Rossin
- Blago Baychev - Co-Founder and Chief Investment Officer, PharVision Capital
- James Koutoulas - CEO, Typhon, JurisTrade
How has recent market volatility created opportunities for hedge funds to outperform? With rates staying higher for longer, will we see sustained higher returns from hedge funds? What specific strategies have hedge funds employed to thrive in uncertain conditions and deliver value to LPs? With competition for assets intensifying and firms look for smarter ways to entice investors, are we going to see downward pressure on fees?
- Nadia Damouni - Partner, Prosek Partners
- Luis D'Amato - CEO, Aston Capital Management LLC
- Thomaz Malavazzi - Managing Partner, Helm Investment Partners
- Gregory d'Incelli - Managing Partner, Scenius Capital Management
What are the primary drivers behind the growth of private credit secondaries, and how are they reshaping liquidity solutions for LPs and GPs? How are pricing and valuation methodologies evolving in private credit secondaries, and what are the implications for investors? What innovative structures, such as NAV-based solutions and continuation vehicles, are emerging in private credit secondaries, and how are they being utilized effectively?
- Sijia Cai - Partner, Davis Polk & Wardwell
- Rick Jain - Partner, Global Head of Private Credit, Pantheon
- Justin Karp - Managing Director, Carlyle AlpInvest
- Kristina Matthews - Partner, Falcon Investments
- Anselm Feigenbutz - Portfolio Manager, Portfolio Manager
What are the emerging niche strategies in private credit, and how can they deliver differentiated returns? How do niche strategies create value for LPs and GPs compared to generalist approaches? How might consolidation among private credit managers impact the development of specialty strategies? Are LPs showing increased interest in niche private credit strategies, and what factors are driving their allocations? How do LPs evaluate the scalability and sustainability of these strategies? What sectors or themes are likely to emerge as the next frontier for niche private credit strategies?
- Dayna Fields - Chief Correspondent, Middle Market, Octus
- Hadley Ma - Founder, Ferghana Investment Partners
- Steven Schlow - Head of Private Markets Distribution, Nomura Capital Management
- Sean Kelly-Rand - Managing Partner, RD Advisors
- Ivelin Dimitrov - Partner, Credit, BC Partners
How is the rise of evergreen funds impacting the private credit landscape? What are the unique challenges and opportunities in evergreen structures? How do tax implications and feeder structures impact investor decisions in evergreen funds?
- Ian Milton - Founder, Mercia Capital Partners
- Fabian Chrobog - Founder, CIO and Managing Partner, North Wall Capital
- Lee Incandela - Managing Director, HarbourVest Partners
Biscayne Ballroom
Join one of three topic-focused roundtables. Spaces are first-come, first-served.
Roundtable One: Funding the fund: NAV Loans, Subscription Lines, and Alternative Funding Solutions hosted by Andy Phelps, Head of Capital Formation, Lafayette Square
Roundtable Two: The New Transparency Tradeoff: What PE Firms Should (and Shouldn’t) Say Publicly hosted by Eric Hazard, Managing Director & Head of Strategic Alliances, Vested
Roundtable Three
- Andy Phelps - Head of Capital Formation, Lafayette Square®
- Eric Hazard - Managing Director & Head of Strategic Alliances, Vested
How are venture capital secondaries evolving as a liquidity solution? How is price discovery being managed, and what are the challenges in achieving accurate valuations? What are LPs’ views on participating in venture capital secondaries, and how do they evaluate the risk-return profile of these transactions?
- Daniel Roddick - Founder, Ely Place Partners
- Nick Bunick - Partner, NewView Capital
- John Wuestling - Partner, StepStone Group
- Matt Pellini - Managing Director, Secondaries, Co-Head of Venture Capital & Growth Equity, Hamilton Lane
How can specialization drive differentiated returns in venture capital? What are the pros and cons of each approach? Are LPs favoring sector-specialized venture funds or generalist funds? How does sector focus impact LP decision-making and portfolio construction?
- Ankur Sethi - Founder & Managing Partner, Winner Capital
- Sutian Dong - Partner, Multitudes
- Gaurav Aggarwal - Managing Partner, Vivo Capital
- Felix Hartmann - Managing Partner & CIO, Hartmann Capital
How are fundraising timelines evolving in venture capital and what strategies can managers use to secure commitments in a competitive environment? How can LPs identify and support high-potential emerging managers? What are they looking for in new managers, and how do they assess their ability to deliver outsized returns? How are private wealth and family offices reshaping the fundraising landscape?
- Ankur Sethi - Founder & Managing Partner, Winner Capital
- Kate Simpson - Managing Director, Investment Research, GEM
- Jeff Ransdell - Founding Partner & Managing Director, Fuel Venture Capital
- Rini Greenfield - General Partner, Outline Ventures
Biscayne Ballroom
Join one of three topic-focused roundtables. Spaces are first-come, first-served.
Roundtable One: Tangible AI: real-world applications in venture capital hosted by George Danner, President, Business Laboratory
Roundtable Two: European DeepTech: An Overlooked Alpha Opportunity for US Institutional Investors? hosted by Dr. Ingo Potthof, Managing Partner, UVC Partners
Roundtable Three
- George Danner - President, Business Laboratory LLC
- Ingo Potthof - Managing Partner, UVC Partners
With the largest intergenerational transfer of wealth in history powering the growth of private markets, what specific sectors and strategies are benefiting the most from this trend? How are private market firms adapting their strategies to align with the preferences and priorities of the next generation of wealth holders? How are they working with younger, more values-driven generations to attract and manage their capital?
- Peter Plaut - Managing Director, Amagis Wealth
- Sinead Colton Grant - Chief Investment Officer, BNY Wealth
- Michael Tiedemann - CEO, AlTi Tiedemann Global
- Tom Metzger - Managing Director | Head of Private Wealth Managers, Citizens Private Wealth
- Hunter Maats - Managing Partner, Resilience Investments
How are RIAs scaling their capabilities to offer private market investments to retail clients? What partnerships, platforms, and strategies are helping RIAs expand their offerings? How can RIAs overcome operational and regulatory hurdles to better serve their clients?
Join one of three topic-focused roundtables. Spaces are first-come, first-served.
Roundtable One How Government Contracts Impact Long-Term Deal Value hosted by Chad Braley, CEO & National Managing Partner, Capital Edge
Roundtable Two
Roundtable Three
- Chad Braley - CEO & National Managing Partner, Capital Edge
Available only to GPs who applied for and received a discount for firms with less than $200m total AUM
Five emerging managers will have the opportunity to present their funds to LPs in a closed-door session. 10 minutes will be allocated to each candidate, including Q&A.
For GPs looking to present, please email mandy.mcisaac@informa.com and kyla.fleischauer@informa.com
For LPs looking to attend, please email lpsuperreturnna@informa.com
Closed-door session run under the Chatham House Rule and closed to press.
- Dan Weirich - General Partner, Carbide Ventures
- Mary Wheeler - Managing Director, GP, BioRock Ventures