Review Our Event Agenda


8:00 – 9:00 AM WELCOME, REGISTRATION & NETWORKING BREAKFAST

9:00 AM Chief Investment Officer Focus on Alternatives:

How Can LPs Navigate New England’s Evolving Alternative Investment Landscape? As alternative investments continue to grow, panelists will discuss how they are adapting to shifting market trends. This panel will explore key opportunities and challenges in private equity, venture capital, and real estate. Panelists will discuss how they are balancing risk, reward, and liquidity.

Moderator:

JingLin “Jingle” Huang, CAIA, Director, Private Market Investments, Segal Marco Advisors

Panelists:

Sanford “Sandy” Rich, Executive Director, New York City Board of Education Retirement System

Sanjay Chawla, Executive Vice President & Chief Investment Officer, FM

Dylan Tate, CFA, CAIA, CIPM, Chief Investment Officer, NYSNA Pension Plan & Benefits Fund

9:50 AM The Intersection of Climate Finance and Private Debt - An Emerging Investment Opportunity in Carbon Dioxide Removals:

Structural tailwinds are driving increasing demand for capital to support the climate transition. Carbon removals (CDR) will be a critical component of the energy transition and is estimated to grow to upwards of 10 GTPA of capacity by 2050. The industry will need investor support to grow removal capacity to the necessary scale in support of global net-zero ambitions. In this session, we will explore the emerging opportunity of CDR and why debt capital will be essential in order to scale the industry, presenting a significant opportunity for flexible private capital to deliver attractive risk-adjusted returns while catalyzing a key transition industry.

Presented by:

Aaron White, Executive Director & Head of Sustainable Investing, CIBC Asset Management

10:20 AM NETWORKING BREAK

10:50 AM Unlocking Opportunities in Healthcare Investing:

How are managers capitalizing on the Growing Healthcare Sector? Panelists will discuss opportunities in categories like BioTech, Pharma, medical devices, and healthcare services. This panel will explore emerging trends in healthcare technology innovations as well as the barriers caused by shifting regulatory landscapes.

Moderator:

Lisa Cohen, Chief Executive Officer, Visible National Trust; Board Chair, Visible Foundation

Panelists:

Brian DeChristopher, CFA, Research Analyst, Hardman Johnston Global Advisors

Daniel Kern, Chief Investment Officer, Nixon Peabody Trust Company

Brendan MacMillan, Chief Investment Officer, QP Global Family Offices

11:30 AM MORNING 1-ON-1 MEETING SESSION:

During this session, attendees will have the opportunity to take three 15-minute meetings with firms/attendees at the summit. Meetings will take place at open tables within the summit hall.

12:15 PM NETWORKING LUNCHEON

1:10 PM The Evolution of Real Asset Investing:

As the financial landscape shifts, real asset investing is evolving, and investors must adapt to new opportunities and risks in a changing market. This panel explores the latest trends in real asset investing, from real estate and infrastructure to natural resources, offering expert insights on how to navigate the complexities of the evolving real asset market and capitalize on emerging opportunities for long-term growth.

Moderator:

Rob Fitzgerald, CAIA, Senior Vice President, Real Assets, Aksia

Panelists:

Joseph Ryu, Managing Director, Prospect Capital

Anthony Martinez, Partner, Mercer

David Seelbinder, Investment Director, IFM Investors

1:50 PM From Bench to Balance Sheet: Investor Insights from Mapping the World of Healthcare:

A fireside chat on RA Capital’s research-driven approach to healthcare investing, market catalysts, and opportunities across biotech’s public and private ecosystems.

Presented by:

Laura Stoppel, PhD, Partner - Investment Team, RA Capital Management

2:10 PM Private Markets Uncovered: Strategies for Success:

How are LPs and GPs Navigating the Complexities of Private Markets? This panel will explore strategies for success in private markets, focusing on how allocators and managers can identify opportunities and manage risks in private equity, venture capital, and other alternative assets. Experts will share insights on building strong portfolios and achieving long-term success in these dynamic markets.

Moderator:

Kevin O'Connell, Senior Consultant, Fiducient Advisors

Panelists:

Nishant Upadhyay, Head of Global Fixed Income & Liquid Alternatives, Principal Investment Officer, State of Connecticut Office of the Treasurer

Brian Cronin, Investment Director, Private Equity, NEPC

Keirsten Lawton, Managing Director, Co-Head US Private Equity Research, Cambridge Associates

2:50 PM AFTERNOON NETWORKING BREAK

3:20 PM Private Markets Roundtables:

During this session, attendees will break out into small groups of 8-10 to discuss different asset classes within Private Markets. We will have two 20-minute sessions; attendees can get up and move to a different roundtable after the first session.

Roundtable 1: AI in Multi-Asset Investing

  • Hosted by: Charles Anselm, CEO & Founder, OSYTE Investment Technology

Roundtable 2: Private Credit

  • Hosted by: Alena Kuprevich, Managing Director & Founding Partner, Disciplina Group

Roundtable 3: Early Stage Venture

  • Hosted by:

    Greg Sands, Founder & Managing Partner, Costanoa

    Nancy Katz, Senior Director, Costanoa

4:00 PM LP Perspective on Asset Allocation:

How Do LPs Approach Asset Allocation in Today's Market? This open Q&A session will offer LPs the chance to share their perspectives on asset allocation strategies and portfolio diversification. Panelists will address how they are balancing risk and return across various asset classes and adapting to evolving market conditions.

Moderator:

Wen Nannen, CFA, Former Chief Investment Officer, Securian Financial Group

Panelists:

Dulari Pancholi, CFA, CAIA, Partner, Head of Credit and Diversifying Strategies, NEPC

Mohan Chimalakonda, FRM, CAIA, Investment Professional, IFC - International Finance Corporation

Nick Greenbacker, Senior Investment Principal, Partners Capital

4:40 PM NETWORKING HAPPY HOUR