Note: This is a tentative agenda, subject to change. Final agenda and speakers will be posted closer to the event date.
All times are ET 

 

12:00 PM – Networking Lunch (Managers only)

1:20 PM – Welcome

 

1:30 PM – Panel: Allocator perspectives – forging partnerships and getting to yes

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Sean Olesen

Managing Director, Investments, Alfred P. Sloan Foundation

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Linda Luu

Managing Director, Blackstone Multi-Asset Investing (BXMA).

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Stephen Holt

Executive Director - Business Development, Orchard Global

 

2:15 PM – Panel: Building successful IR teams and careers

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Nadja Marcoz

Head of Alternatives Business Development, First Eagle Investments

 

3:00 PM – Coffee Break

3:30 PM – Workshop Round One (Choose 1)

  • What is market today? Trends in fund terms and structures
  • The Marketing Marathon - Tips and Tricks for IR Execs and Marketers
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Dan Conklin

Vice President - Alternative Capital Partners, Swiss Re

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Catherine Vaughn

Head of Business Development & Investor Relations, Tilden Park Capital Management LP

 

4:15 PM – Transition

4:20 PM – Workshop Round Two (Choose 1)

  • Finding success in wealth and retail distribution
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Sofia Flynn

Managing Director | Head of Global Strategic Partners - Global Wealth, Carlyle

 

  • Leveling up the IR toolkit: Technology to make asset raising and client service more efficient
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Meghan Munchoff

Partner, Head of Investor Relations, 400 Capital Management LLC

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Nadya Prashad

Head of Business Development Engagement, Investor Relations, Capital Fund Management

 

5:05 PM – Networking Drinks