Summit Day
How are inflation and interest rate changes affecting private credit? What geopolitical risks are shaping credit markets today? Why is private credit becoming central to global portfolios?
- Nayef Perry - Managing Director, Head of Direct Credit, Hamilton Lane
What are the key drivers behind the rise of ABF strategies? How do core and opportunistic ABF strategies differ in risk and return profiles? What niche opportunities (e.g., music royalties, litigation finance) are emerging in ABF?
- Caroline Lovelace - CIO & Co-Portfolio Manager, Preserver Partners
- Morgan O'Neill - Managing Director and Portfolio Manager, Capital Solutions, Sound Point Capital
- Ed Cong - Partner & PM Asset -Based Lending & Structured Credit, CVC Marathon
How are VCs adapting to the shift from rapid growth to sustainable scaling? What sectors are showing the most resilience in today’s market? How is the return of IPOs reshaping the venture ecosystem?
- Nate DaPore - Founder & Managing Partner, Roo Capital
How can LPs identify the next breakout sectors and startups in venture capital? What strategies can LPs use to mitigate risks while chasing high returns in VC? How do LPs ensure their values align with GPs in a rapidly evolving VC landscape?
- Jason Luo - Senior Director - Growth & Venture Capital, Nicola Wealth
- Rilwan Meeran - Vice President, Mission Impact Investing, American Student Assistance®(ASA)
How are generational wealth transfers reshaping client expectations? What role does technology play in delivering personalised, values-driven advice? How can firms balance transparency and trust in a rapidly evolving market?
- Michael Calkin - Co-founder & Managing Director, Alvarez & Marsal Private Wealth Partners
- Alicia Levine - Chief Investment Officer, BNY Wealth
- Trish Halper - Co-Chief Investment Officer, Cercano Management
How are private markets reshaping investment strategies for UHNW clients? What opportunities exist in private equity, private credit, and alternative investments? How can firms balance liquidity needs with long-term private market exposure?
- Tom Cohn - Partner and Chief Solutions Officer, Cerity Partners
- Mike Lucarelli - Partner, Wealth Management, Adams Street Partners
How is the landscape of direct lending in the US evolving, and what are the key factors driving these changes? What impact do regulatory changes have on lenders and borrowers, and how can stakeholders adapt effectively? How are emerging technologies and innovations transforming direct lending platforms, and what opportunities do they present for risk management and portfolio diversification?
- Mitch Soiefer - Partner, Head of Lender Finance, SLR Capital Partners
How are geopolitical risks influencing portfolio strategies and sector resilience in private credit? How can GPs use transparency to build LP confidence? What are the key considerations for LPs when evaluating asset-backed lending strategies?
- Andrew Peters - Managing Director, New York Life Investments
How can evergreen funds balance liquidity promises with long-term returns? What lessons can be learned from recent redemption suspensions? Are evergreen structures sustainable, or will they face regulatory and market pushback?
- Tom Williams - CIO, Willow Wealth
- Jon McKeown - Managing Director & Head of Portfolio Strategy & Analytics, Northleaf Capital Partners
What are the most promising applications of AI across industries? How can investors identify sustainable AI opportunities versus hype? What ethical considerations should VCs weigh when funding AI startups?
- Lisa Yu - General Partner, 99VC
How are secondaries providing liquidity in a traditionally illiquid market? What role do secondaries play in portfolio management for VCs? How is the rise of secondaries changing the dynamics between GPs and LPs?
- Cari Lodge - Founder and Managing Partner, Aqualis Partners
- Pradeep Ramamurthy - Partner, NewView Capital
Are unicorn valuations driven by genuine potential or market hype? How can VCs uncover and support sustainable, undervalued startups? What role do VCs play in redefining success beyond unicorn status?
- Steve Kim - Managing Partner, Verdis Investment Management
- Nicholas Singer - Founder & Managing Partner, Purchase Capital
How is AI transforming client engagement and portfolio management? What are the ethical and security considerations of AI in wealth advisory? How can firms integrate AI without losing the human touch?
How are LPs tailoring private market strategies to meet the unique needs of private wealth clients? What are the key challenges LPs face in balancing liquidity, risk, and long-term returns for high-net-worth portfolios? How can LPs collaborate with GPs to create bespoke opportunities in private equity, credit, and real assets for private wealth investors?
- Javier Martin - Head of Alternative Investments, Bulltick
- Carolina Assis - Head of Illiquid Funds, Turim MFO
How is private credit evolving as interest rates rise? What opportunities exist for wealth managers in direct lending and private credit? How can firms balance risk and reward in this dynamic sector?
How are GP-led transactions evolving in the secondaries market? What does price discovery in secondaries reveal about credit quality? Will private credit secondaries reach the scale of private equity secondaries?
- Justin Karp - Managing Director, Carlyle AlpInvest
- Rick Jain - Partner, Global Head of Private Credit, Pantheon
How do retail and institutional investors differ in their approach to private credit? What lessons can be learned from recent retail redemption issues? How can GPs cater to both investor types without compromising strategy?
- Greg Stumm - President & CEO, American Beacon
What are the most exciting innovations in climate tech today? What role does policy play in driving investment in sustainability?
How do corporate VCs differ from traditional VCs in their approach to investment? What advantages do corporate VCs bring to the table for startups? Can traditional and corporate VCs collaborate effectively?
How are GP-led transactions evolving in the secondaries market? What does price discovery in secondaries reveal about asset quality? How can wealth managers leverage secondaries for liquidity and diversification?
What are the latest strategies for enhancing after-tax outcomes? How can tax-aware solutions differentiate wealth managers in a competitive market? What role does long-term wealth transfer play in tax planning?
- Jonathan Fitzgerald - Co-Founder and Managing Director, Alvarez & Marsal Private Wealth Partners
Why is the lower mid-market under-served, and what opportunities does it present? How does sponsorless lending differ from sponsor-backed strategies? What role does local presence and relationship-based lending play in this segment?
- Ivelin Dimitrov - Partner, Credit, BC Partners
How does real asset credit compare to traditional corporate lending? What are the risks and rewards of investing in real asset credit? How can GPs and LPs navigate this emerging asset class?
- Chris Sparrow - Managing Director, Napier Park
Table 1: AI in action – How is tech is transforming Private Credit?
Table 2: Evergreen vs. drawdown – Which structure reigns supreme?
Table 3: Cross-border connections – Bridging US and European Credit markets
What makes regional hubs like Austin and Atlanta attractive for startups? How can VCs support the growth of these emerging ecosystems? What lessons can be learned from the decentralisation of innovation?
How are public market trends influencing private market valuations? What opportunities exist for crossover investors in this space? How can VCs navigate the challenges of this convergence?
Table 1: Biotech breakthroughs: Investing in the future of health
Table 2: Fintech evolution: The next wave of financial innovation
Table 3: Navigating the dual-use dilemma: Balancing innovation with national security concerns
How can wealth managers identify opportunities in venture capital and growth equity? What role does technology play in driving innovation in private markets? How can firms support clients in navigating the risks of early-stage investments?
What trends are shaping private real estate investments in 2027? How can wealth managers identify opportunities in commercial, residential, and niche real estate sectors? What role does real estate play in diversifying private market portfolios?
- Kristin Dacey - CIO – Real Estate, Private Markets, Bulltick
Table 1: Navigating Private Markets in a volatile economy
Table 2: Tokenisation – Unlocking liquidity in Private Markets
Table 3: Evergreen Funds: Balancing liquidity and longevity in Private Markets