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

9:00AM The LP Process in Evaluating Alternative Investments:

Evaluating alternative investments can be a daunting task for Limited Partners, given the risks and complexities involved in portfolio construction. This panel will break down the LP process and provide actionable insights on how to make smarter investment decisions. With the landscape of alternative investments constantly evolving, Limited Partners must carefully balance risk, reward, liquidity, and returns—we will delve into the current state of the alternative investment market and how LPs can navigate these challenges to make informed decisions.

Moderator:

Julia Bonafede, President, Jobs Peak Advisors

Panelists:

Richard Oates, Trustee, Orange County Employees Retirement System

Stephanie Sorg CAIA, Managing Principal, Consultant, Meketa Investment Group

Brett Richardson, Principal, Pathway Capital Management

9:50AM The Future of “Benchmarks” and “Boxes”

Manager benchmarks are constantly questioned by LPs who need to bucket managers within a specific style box. Panelists will discuss what the unintended risks of benchmark-constrained investing can be and what matters more, the journey or the destination.

Moderator:

Cian Desmond, Senior Vice President, Portfolio Manager - Alternative Investments, Wilshire

Panelists:

John Galateria, Global Head of Investor Relations, Eagle Capital Management

Nick Smith, Chief Investor Relations Officer, S32

Peter Stein, Investment Committee Member, Annenberg Foundation

10:30 AM NETWORKING BREAK

10:50AM 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, Sustainable Investing, CIBC Asset Management

11:10AM Private Markets Roundtables

During this session, attendees will break out into small groups of 8-10 to discuss different asset classes within Private Markets. Discussions will last 20 minutes, at which point attendees can get up and move to a different roundtable.

— Trends in Private Markets

• Hosted by: Ivan Nikkhoo, Managing Director, N3 Capital

— The Future of AI

• Hosted by: Andy Conrad, PhD, General Partner, S32

— Allocating to Alternatives

11:50 PM NETWORKING LUNCH

12:50PM Evaluating Real Estate Investment Strategies:

In a rapidly changing market, how can investors effectively identify and evaluate real estate opportunities across sectors while adapting to economic shifts and interest rates? This session will dive into key approaches to assessing real estate investments—across both debt and equity positions in the capital stack—and explore opportunities from residential to commercial. Panelists will also discuss critical factors like location, market trends, and risk management, and share insights on adapting strategies to current economic conditions and interest rates for optimal returns.

Panelists:

Charlie Smith, City Treasurer, City of San Clemente

Garrett Francis, Managing Principal, Head of Multifamily Investing, Loci Capital

Neeraj Rama, Chief Investment Officer, Comprehensive Blood & Cancer Center

Greg Friedman, CEO & Managing Principal, Peachtree Group

1:30PM Navigating the Next Unicorn: Venture Capital Strategies for Identifying High-Growth Startups and Emerging Markets:

As the startup landscape evolves, VCs face the challenge of identifying where to find the next unicorn. In this session, venture investors will discuss how they balance innovation with investment discipline, focusing on key factors like team, market potential, and product differentiation. The panel will also share strategies for conducting due diligence and identifying high-growth companies poised for billion-dollar valuations.

Panelists:

Sameet Mehta, Managing General Partner, Granite Hill Capital Partners

Caleb Silsby, Chief Portfolio Manager, Whittier Trust Co

Chris Bostick, PhD, General Partner, OCV Partners

2:10 PM AFTERNOON NETWORKING BREAK

2:40PM Afternoon 1-on-1 Meeting Session

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

3:25PM Emerging Trends and Strategies in Private Equity: Navigating Growth, Innovation, Environment, and Governance:

As the private equity landscape evolves, how can firms adapt to new trends and regulatory shifts while considering the environment and governance responsibility? In this session, panelists will explore emerging GP-led liquidity solutions and opportunities in sectors like technology, consumer, and healthcare, while discussing how private equity firms conform to ESG regulation.

Panelists:

Gregory Wendt, Senior Wealth Advisor | ESG & Impact Investing Strategy, Perigon Wealth Management

Erik Hodge, Partner, The Raine Group

Eric Speron CFA, Managing Director, First Foundation Inc.

Gus Thompson, Director, Lexington Partners

4:05PM Networking Happy Hour