Future of Alternative Marketplaces
The Future of Alternative Marketplaces: Institutional Investor Access to Private Markets
February 26, 2024, New York City | Hosted by Baker Hostetler, 45 Rockefeller Center NY NY 33132
RSVP | Agenda | Deal Flow | Online Deal Flow
Rich Nuzum
Executive Director, Investments and Global Chief Investment Strategist at Mercer
Margaret Butler
Partner and Co-leader of Financial Services Industry Team, Baker & Hostetler
Evan List
VP, Alliance Bernstein Private Wealth
Justin Dirico
Principal, OTC Direct
David Teten
Venture Partner, Coolwater Capital | Founder, Versatile VC
Nicola Demko
Head of Business Development, Venture Miami
Kevin J. Ernst | Managing Director, Kingswood Investments | Family Office | Board Member | Ex-NYSE
Mark Jennings
Managing Director, Bite Investments | Digitalising Alternative Investments
Alex Esparza
Managing Director, Freedom Capital Markets
Adi Divgi
Founder and Managing Partner, Divino Global Holdings
Linda Isabel Rincón
Director of Experiences
The ImPact
Tahji Beth LaComb Wolpert
Founder, Yoga Bees Are Beautiful
Michael Beckerman
CEO, CREtech
Yale Fishman
President, Fishman Family Office
Ed Luzine
Wytrwal Industries, a 5th generation single family office
John Sharp
Founding Partner
Hatcher+
Peter F. Borish
Chairman and CEO, CTCFounding board member, Robin Hood Foundation and Math for America
Matt Melbourne
Senior Director, Republic
Mike Ryan
Co-Founder and CEO,
Bullet Point Network
Kamil Homsi
Founder and CEO
Single Family Office
Private markets are growing twice as fast as the public markets, and the race is on!
Companies want to raise capital quickly;
Investors want to improve originating, sourcing and screening deals;
Investors want custom funds that provide efficient diversification;
Family offices want deal flow and co-investment opportunities.
Technology took on these challenges with a gusto, and alternative investment marketplaces, or platforms stepped up to the challenge. This conference examines the cutting-edge tech emerging in our fight for alpha.
“Deal flow is a critical factor in the highly competitive investing realm”, say David Teten and Chris Farmer in their HBR article, Time for Investors to Get Social. “An investor in private companies must review 80 opportunities, on average, to close one deal.” “For all the funds out there with proactive origination programs, the most effective tactics and tools include social media, gated web communities, expert networks, entrepreneurs or executives in residence, travel, traditional face-to-face networks, and dedicated cold-calling teams.”
Image source: HBR article, Time for Investors to Get Social