LAST YEAR'S AGENDA: NOVEMBER 3, 2025

• 8:45am – 9:10am The Presentation by the Economist Nouriel Roubini & Opening Remarks by Vidak Radonjic “Why American Exceptionalism & The Exorbitant Privilege of the US Dollar Are Not Over”

• 9:15am – 9:50am "Requiem for a Startup": With most VC-backed startups destined to fail, boards face tough fiduciary, legal, and operational challenges. This panel brings perspectives from lenders, investors, crisis board members, and advisors on alternatives to bankruptcy. MODERATOR: David Johnson, Resolution Financial Advisors SPEAKERS: Claudia Canales, Silicon Valley Bank; Aron Schwartz, CION Investments; Matt Thompson, CSC Generation

• 9:55am – 10:45am "AI in Action - Driving Value with GenAI and Beyond":  AI, GenAI, and agentic systems are reshaping how firms operate, but are they delivering real business value or just hype. What AI/GenAI use cases are clients adopting now? MODERATOR: Kevin Brett, KPMG SPEAKERS: Atul Subbiah, Accenture; Tim Baker, viaNexus; Tamer Ozmen, Mintus; Maximilian Gartner, Brightwave; Hemma Retty, BlackRock

• 10:50am – 11:30am "The Cell Therapy Revolution from Scientific Breakthrough to Scalable Investment": How next-gen platforms are redefining the future of medicine. Cell and gene therapy is undergoing a transformational leap, with next-generation platforms like in vivo CAR-T, allogeneic therapies and automation. MODERATOR: Joy Wang, Dendreon SPEAKERS: Jason Foster, Ori Biotech; Kristen Hege, Multiple Biotech Boards; Richard Ransohoff, Third Rock Ventures; Shyam Patel, CIRM

• 11:35am – 12:15pm "Intelligent Data - Rethinking How AI Shapes Investment Decisions": From finance to healthcare, alternative data and AI are redefining how decisions are made, risks are managed, and opportunities are uncovered. The new customer journey; the shift from search to chat. MODERATOR: Rahul Gupta, DRW SPEAKERS: Michael Marrale, M Science; Kirk McKeown, Carbon Arc; Richard Lichensten; Bain & Company; Vlad Prelevic, Sensor Tower

• 12:20pm – 1:00pm "How technology is reshaping Private Markets": The opportunities it unlocks with blockchain and AI, the issues it introduces. Private Markets have surged in popularity, but outdated structures still create high costs, complexities, limited access compared to public, lack of standardization. MODERATOR: Richa Singh, Lexington Partners SPEAKERS: Ivan Mihov, Boltbit; Stephanie Ramezan, The Crypto Collective; Marc Faubeau, Tredit; Dennis Cristallo, J.P. Morgan

• 1.05pm – 1:45pm "The New Moats - Building the Quant Stack for a GenAI Era": A research architecture that thrives on unstructured data, interpretable AI, the creative fusion of human & machine intelligence. Migration of quant techniques -- factor modeling, headcount analytics, sentiment scoring -- from public equities into private markets. MODERATOR: Robert Ciemniak, Robotic Online SPEAKERS: Daniel Sandberg, S&P Global; Mike Soss, Millburn; Spencer Marschall, M Science; Ehsan Ehsani, Crescendo Partners

MONDAY PM - NOVEMBER 3, 2025

• 2:30pm – 3:10pm "The Digital Asset Market – One Year On": Examine how digital asset markets have shifted since last Fall, highlighting major developments, assessing the benefits & challenges. The progression of digital asset trading, the emergence and expansion of derivatives, the evolution of custody. Explore the evolving regulatory landscape. MODERATOR: Anthony Tuths, KPMG SPEAKERS: Robert Strebel, DRW; Adam Vandeboogaard, Copper; Sam Gaer, Monarq Asset Management; John D’Agostino, Coinbase

• 3:15pm – 4:05pm "Generative AI from a Business Strategist’s Perspective": Microsoft has published a recent report talking about “The Frontier Firm” – a vision of how companies can give each employee a team of generative AI assistants and agents – employees become agent bosses and thereby gain significant productivity and capacity. MODERATOR: Samantha Subin, CNBC SPEAKERS: Falgun Desai, Microsoft; Yu Yu, BlackRock; William Bundy, McKinsey & Company; Anthony Martinez, Mercer

• 4:10pm – 5:00pm "Private Lending, Structured Credit & Insurance Solutions": With 10-year Treasury yields staying higher for longer, managers and investors are reassessing sources of attractive, risk-adjusted returns. How private lending and insurance solutions navigate global risks and opportunities. MODERATOR: Kevin Brett, KPMG SPEAKERS: Peter Cecchini, Axonic Capital; Jean-Francois Crousillat – Lighthouse invest Partners; Sulexan Chery, Axonic Insurance; Rich Nuzum, Franklin Templeton; Akhil Mago, Indago Capital

• 5:20PM – 6:00PM "Digital Assets Treasuries (DAT)": Corporate treasuries are no longer just vaults of cash. Public firms are putting Bitcoin, ETH, and other digital assets onto balance sheets—not only as inflation hedges, but to unlock capital, boost returns, and build bold equity stories. MODERATOR: Stephanie Ramezan, The Crypto Collective SPEAKERS: Melinda Delis, Anchorage Digital; Amy Oldenburg, Morgan Stanley; Christian Lopez, Cohen and Company Securities; Eva Lawrence, Figment

• 6:05PM – 6:55PM "Allocators & AI - Redefining Alpha in Changing Market": As markets shifts, alternative investments are evolving, with AI and alternative data redefining alpha and risk management. The winners will be those who not only adopt new technologies but also align them with structural market shifts in credit, equity, liquidity. What strategies are allocators deploying the next 12 months. MODERATOR: Vidak Radonjic, The Beryl Consulting Group SPEAKERS: Jackie Rosner, PAAMCO Prisma; Robert Rafter, Morgan Stanley; Rich Nuzum, Franklin Templeton; Matthew R Gallati, JP Morgan; Melissa Otto, S&P Global

• 7:00pm – 8:30pm COCKTAILS, NETWORKING & LIVE EVENING ENTERTAINMENT

TUESDAY AM - NOVEMBER 4, 2025

• 9:00am – 9:40am "Macro & Multi-Asset - Navigating Structural Shifts and Market Shocks":  Explore how globalization, trade dynamics, and demographic trends intersect with credit and interest rate shocks—reshaping equities, fixed income, currencies, alternatives, and multi-asset portfolio construction in era of persistent uncertainty. MODERATOR: Stas Melnikov, SAS SPEAKERS: Breanne Dougherty, Bloomberg; Judith Gu, Scotia Bank; Igor Yelnik, Aphidence Capita; Mark Shore, CME

• 9:45am – 10:35am "Explore the Risks and Returns of Digital Assets": Implications for institutional investors, while exploring strategies to integrate crypto ETFs into traditional portfolios to enhance diversification and returns. Insights into future trends, including central bank digital currencies and decentralized finance, and tokenization. Assess how digital assets are reshaping global economic systems and advancing financial inclusion. MODERATOR: Anthony Tuths, KPMG SPEAKERS: Eric M. Pollackov, Invesco; Kelly Ye, Avenir Group; Emily Pollack, Republic; Rob Krugman, Broadridge; Frances Newton Stacy, Scarlet Oak Financial Services; Matt Kunke, BlackRock

• 10:40 – 11:30am "AI’s Billion-Dollar Bet on Life Sciences - From Drug Discovery to Patient Impact":  AI is moving beyond hype to deliver real-world breakthroughs in drug discovery and development. How Machine Learning is Reshaping Biopharma’s Future. AI-driven drugs and biomarkers;challenges in regulation and scaling. Evolving AI-biotech landscape and where capital is flowing.MODERATOR: Wade Schultz, Yale University; Joy Wang, Dendreon; Sanjiv Kosha, Gilead Sciences; Sandy Balkin, Royalty; Frank Li, Stately Bio; Michael Heltzen, eXOZymes

• 12:00pm – 12:50pm "Trust, Verify, and Survive: Operational Due Diligence Lessons from the Battlefield to the Boardroom":   How is ODD evolving across private and public markets — from spotting red flags in fund structures, governance, service providers, and valuation to addressing and assessing concerns such as geopolitical shocks, cybersecurity, regulatory pressures, and emerging risks including ESG verification and AI. MODERATOR: Vidak Radonjic, The Beryl Consulting Group SPEAKERS: Anthony Martinez, Mercer; Jennifer Keeney, BNY Mellon; Alena Karr, Russell Investments; Bryan Stern, Grey Bull Rescue Foundation; Candace Freeman, Travers Thorp Alberga

• 12:55pm – 1:35pm Tokenization 2.0 - The Future of Capital Markets:   From real estate and private credit to funds and treasuries, tokenization is reshaping how value is created, traded, and managed. The next wave of blockchain-enabled finance — how tokenized assets are improving market efficiency, expanding investor access, and driving innovation. MODERATOR: Chris Brodersen, EisnerAmper SPEAKERS:Rob Krugman, Broadridge; Joseph Medioli, Anchorage Digital; Emily Pollack, Republic; Ben Sharon, LumiShare