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

9:00AM Midwest LP Roundtable:

In an increasingly competitive market, is private equity still a high-return strategy, or are the best opportunities behind us? This panel will explore the evolving landscape of private equity, from new investment strategies and sectors to the impact of market dynamics, providing insights on where the next wave of high-potential opportunities lies and how investors can stay ahead.

Moderator:

Evan Frazier, Senior Research Analyst, Marquette Associates

Panelists:

Wei Huang, Senior Vice President, Global Family Office OCIO, Northern Trust

Jeremy Heer, CFA, CAIA, Managing Director, Investment Research and Engagement,

University of Illinois Foundation

Cynthia Muller, Director, Mission Investment, W.K. Kellogg Foundation

9:50AM Journey: 5-hour ENERGY® to Family Office and Hedge Fund

The team will share how Manoj Bhargava founded numerous billion-dollar+ businesses, including 5-hour ENERGY®, and how he channels his success into charitable efforts aimed at solving some of the world's largest problems. They will also explore the creation of his family office and the development of a hedge fund born out of necessity.

Presented by:

Danny Jisa, Managing Director, TPlus3 Fund

Tyler Novak, Director, TPlus3 Fund

10:20 AM NETWORKING BREAK

10:50AM LP Perspective on Manager Selection:

With so many funds to choose from, how do Limited Partners (LPs) effectively select the right managers to maximize returns while managing risk? This panel brings LPs together to share the key criteria, frameworks, and best practices for evaluating and selecting the right managers, ensuring that LPs are making informed decisions that align with their investment goals and risk tolerance.

Moderator:

Ashok Parameswaran, President & Founder, Emerging Markets Investors Alliance

Panelists:

Tyler Blickhan, Associate Director of Investments, Private Markets, Ascension Investment Management

Steven Dudarsh, Chief Executive Officer, IHT Wealth Management

Michael Stritch, Chief Executive Officer, Bulletproof Capital

Mike Sebastian, Head of Investment Solutions, Syntrinsic

11:30AM Morning 1-on-1 meeting session:

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

12:30 PM NETWORKING LUNCH

1:20PM 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:

James Fadel CFA, Principal, Lead Specialist, US Fixed Income Manager Research, Mercer

Panelists:

Neda Jafar, Partner, Kimmeridge

Joseph Ryu, Managing Director, Prospect Capital

Reagan Pratt, Director of The Real Estate Center, DePaul University

Edward Tsai, Head of Real Assets, Managing Director, Wafra

Jessica Nicosia, Senior Vice President, Wilshire

2:10 PM Private Markets Roundtable:

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 20 minutes.

— Private Credit

• Hosted by: Kevin Bueso, Chief Financial Officer, Regional Transportation Authority

— Digital Assets Update

• Hosted by: Thomas Rose, CFA, Senior Director - Capital Formation, Pantera Capital

2:50 PM AFTERNOON NETWORKING BREAK

3:20PM The OCIO Industry Update:

The OCIO industry is ever evolving, and the collaboration between an OCIO and an independent firm can be tricky. Hear from OCIOs about the state of their industry and what trends they’re seeing. Additionally, hear from clients of OCIOs about how the in-house CIO navigates overseeing their OCIO.

Panelists:

Kyle David, Investment Director, Mercer

Daniel Gottlieb, Global Family Office OCIO, Northern Trust

Meridith Hutchens, Founder, Fortis Portfolio Solutions

4:00PM ONSITE HAPPY HOUR SPONSORED BY: XFA - A Division of Marex