AGENDA
The Future of Alternative Marketplaces: Institutional Investor Access to Private Markets
Agenda is subject to change
February 26, 2024 New York City
BakerHostetler
45 Rockefeller Plaza, New York, NY 10111
https://www.bakerlaw.com/offices/new-york/
8:00am Breakfast
9am Welcome: Digital Evolution Institute and Baker Hostetler
9:15am Keynote: The future of deal sourcing and alternative
marketplace technology
Julia Valentine | Founder | Digital Evolution Institute
9:30am Keynote: The future of ClimateTech deal sourcing
Rich Nuzum, CFA | Executive Director, Investments and Global Chief Investment Strategist | Mercer
10am Keynote: Innovation in digital auctions for environmental credits and renewable fuels
Justin Dirico | Principal | OTC Direct
10:15am Networking Break
10:45am Keynote: The future of Miami as the capital of ClimateTech
Nicola Demko | Head of Business Development | Venture Miami
11am Panel: Investing in climate tech in the built world
Moderated by Michael Beckerman | CEO | CREtech
Alex Brown | Partner | KeyFrame Capital
Megan Ananian | Partner | Great Wave Ventures
Andrew Peng | Investor, Head of Research | Alpaca VC
Lauren Singer | Managing Partner | Overview Capital
11:30am Keynote: The Future of private markets deal technology
Tracy McWilliams | CEO, Inspire Global Ventures | Founder, Digital Evolution Institute
11:45am Keynote: Who is disrupting the Investment Management industry, and how?
David Teten | Venture Partner, Coolwater Capital | Founder, Versatile VC
12:15pm Keynote: Applying existing securities laws to new technologies
Margaret Butler | Partner | BakerHostetler
12:30pm Keynote: The Future of the Republic
Matt Melbourne | Senior Director | Republic
12:45pm Keynote: The Future of generative AI for real estate
Sai Suhas Kopparapu | CEO | WINPRA AI
1pm Lunch
2pm Keynote: The Future of next generation philanthropy
Peter F. Borish, Chairman and CEO of CTC | Founding board member, Robin Hood Foundation and Math for America
2:30pm Panel: Family offices and impact investing
Moderated by David Homan | Co-Founder and CEO | Orchestrated Opportunities
Linda Isabel Rincón | Director of Experiences | The ImPact | Helping Families Bridge Wealth & Purpose
Kevin J. Ernst | CIO, Canadian Family Office | Board Member | Ex-NYSE
Kamil Homsi | Founder and CEO | Single Family Office
3pm Panel: Current deal sourcing and deal flow practices and environment
Moderated by Danielle Patterson | CEO | Family Office List
Gaurav Mehta | Director | Deutsche Bank Investment Bank, Financial Technology
Alex Esparza | Managing Director | Freedom Capital Markets Investment Banking
John Sharp | Founding Partner | Hatcher+
3:30pm Networking Break
3:45pm Keynote: Three reasons asset managers should streamline the fundraising process with new technology
Mark Jennings | Managing Director | BITE Investments
4pm Panel: Family offices and deal flow
Moderated by Evan List | Principal | Bernstein Private Wealth Management
Wendy Diamond | Founder, LDP Ventures (SFO) | CEO and Founder, Women's Entrepreneurship Day Organization (WEDO)
Ed Luzine | Wytrwal Industries, a 5th generation single family office
Adi Divgi | Founder and Managing Partner | Divino Global Holdings
Yale Fishman | President | Fishman Family Office
4:30pm Keynote: The future of humans, networks and machines
Tahji LaComb Wolpert | CEO | Yoga Bees Are Beautiful