Understanding The Defining Issues Of Our Times

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Thursday, November 15th, 2018

7:30 AM ǀ REGISTRATION & WELCOME COFFEE

8:25 AM ǀ ORGANIZER’S WELCOME BY BRUCE MCGUIRE, CO-FOUNDER OF GREENWICH ECONOMIC FORUM 

8:30 AM ǀ WELCOME REMARKS

  • Peter Tesei, First Selectman of the Town of Greenwich
  • Catherine Smith, Commissioner, Connecticut Department of Economic and Community Development (DECD)

8:35 AM | CHAIRPERSON’S OPENING REMARKS

8:40 AM | NAVIGATING GLOBAL CAPITAL MARKETS IN A WORLD IN TRANSITION

  • Moderator: Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
  • Ray Dalio, Founder, Co-Chief Investment Officer & Co-Chairman, Bridgewater Associates
  • Dmitry Balyasny, Chief Executive Officer, Managing Partner, Balyasny Asset Management
  • Afsaneh Beschloss, Founder, Chief Executive Officer, RockCreek

9:30 AM ǀ INSTITUTIONAL INVESTORS’ PERSPECTIVE

  • Moderator: Rich Nuzum, President — Wealth, Mercer
  • Mark Anson, PhD, President, Chief Executive Officer, Chief Investment Officer, Commonfund
  • Tim Barrett, Chief Investment Officer, Texas Tech University System
  • Scott Stone, Chief Investment Officer, Pentegra Defined Benefit Plan for Financial Institutions
  • Eric Nierenberg, Chief Strategy Officer, MassPRIM
  • Jonathan Hausman, Managing Director and Head of Global Strategic
    Relationships, Ontario Teacher’s Pension Plan

10:10 AM ǀ A CONVERSATION WITH PAUL TUDOR JONES II

  • Interviewer: Travis Williamson, Partner, Albourne America
  • Paul Tudor Jones II, Founder, Tudor Investment Corporation

10:35 AM ǀ MORNING UPDATE

  • Jim Aiello, Co-Founder, Greenwich Economic Forum

10:40 AM ǀ MORNING NETWORKING BREAK

  • Panel Chair: Billy Nauman, Reporter and Producer, Moral Money, Financial Times
  • Jonathan Bailey, Managing Director and Head of ESG, Neuberger Berman
  • Afsaneh Mashayekhi Beschloss, Founder and CEO, RockCreek
  • Megan Starr, Principal and Head of Impact, The Carlyle Group
  • Martin Whittaker, CEO, JUST Capital

11:10 PM ǀ GLOBAL CENTRAL BANKS – CAN WE RETURN TO “NORMAL”?

  • Moderator: Max Wolff, Managing Partner, Multivariate
  • William Michaelcheck, Founder, Chairman, Chief Investment Officer, Mariner Investment Group
  • Pablo E. Calderini, President, Chief Investment Officer, Graham Capital Management
  • Ian Morris, Senior Managing Director, Blackstone

11:45 PM ǀ THE OPENING OF CHINA’S FINANCIAL MARKETS

  • Moderator: Peter Alexander, Founder, Chief Executive Officer, z-Ben Advisors (Shanghai)
  • Mark Burgess, Chairman, Investment Committee, HESTA
  • George Walker, Chairman, Chief Executive Officer, Neuberger Berman
  • Linda Qin, MD, Head of Custody Department, China Merchants Securities
  • Michael Hirson, Director – Asia, Euroasia Group


12:20 PM ǀ LUNCHEON ADDRESS HOSTED BY COHEN & COMPANY

  • Moderator: Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
  • AKON, Co-Founder, NUE Initiative

1:40 PM ǀ GLOBAL PRIVATE MARKETS INVESTING

  • Moderator: Tom Easton, American Finance Editor, The Economist
  • Bob Diamond, Founding Partner, CEO, Atlas Merchant Capital
  • Jae Yoon, Chief Investment Officer, New York Life Investment Management
  • Neil Sheth, Partner, Director of Alternative Assets Research, NEPC
  • Athena Ole, Head of Private Funds, Nasdaq Private Market 2:15 PM

2:15 PM ǀ SPECIAL ANNOUNCEMENT BY GREENWICH’S SISTER CITY: HANGZHOU, CHINA

  • Yongfeng Zhao, Deputy General Manager, Hangzhou Yuhuang Shannan Fund Town Management Co., Ltd

2:20 PM ǀ ROUNDTABLE DISCUSSIONS – SESSION 1

3:00 PM ǀ ROUNDTABLE DISCUSSIONS – SESSION 2

3:45 PM ǀ AFTERNOON BREAK

4:10 PM ǀ CURRENT TRENDS IN VENTURE CAPITAL INVESTMENTS

  • Moderator: Matt McCooe, Chief Executive Officer, Connecticut Innovations- CT’s Strategic Venture Capital Arm
  • Josh Wolfe, Co-Founder, Lux Capital
  • Annie Lamont, Co-Founder, Managing Partner, Oak HC/FT
  • Thomas Lehrman, Partner, Teamworthy Ventures
  • Kola Olofinboba, Managing Partner, Fairview Capital

4:45 PM ǀ CLOSING PANEL: THE IMPORTANCE OF CULTURE IN BUSINESS SUCCESS

  • Moderator: Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
  • Tim Armstrong, Strategic Advisor to the Chairman, Verizon Communications
  • Michelle McCloskey, President of Americas, Man Group
  • Paul Britton, Founder, Chief Executive Officer, Capstone
  • Ian Dilts, Managing Director, Head of Investments, JP Morgan Private Bank Connecticut

5:20 PM ǀ HOST’S CLOSING REMARKS

  • Jim Aiello, Co-Founder, Greenwich Economic Forum

5:25 PM ǀ NETWORKING & COCKTAIL RECEPTION HOSTED BY TRADEWEB MARKETS

Friday, November 16th, 2018

8:00 AM ǀ REGISTRATION & WELCOME COFFEE

8:35 AM ǀ HOST’S WELCOME

8:40 AM ǀ CHAIRPERSON’S OPENING REMARKS

  • Alifia Doriwala, Managing Director and Partner, RockCreek

8:45 AM | DIRECT LENDING AND RISE OF PRIVATE CREDIT

  • Moderator: Sandip Bhagat, CFA, Chief Investment Officer, Whittier Trust Company
  • Kipp deVeer, Director, Chief Executive Officer, Ares Capital Corporation
  • Josh Baumgarten, Co-Chief Investment Officer, Angelo Gordon & Co
  • Jeremy Swan, Managing Principal—Financial Sponsors and Financial Services Industry, CohnReznick

9:20 AM ǀ SPECIAL PRESENTATION BY MI3: SOLVING AI FOR INTERACTIVE VISUALIZATION AND AR/VR

  • Moderator: Lindsay Fortado, Global Hedge Funds Correspondent, Financial time
  • Bryan Kelly, Vice President, AQR
  • Matthew Granade, Chief Market Intelligence Officer, Point72
  • Justin Hall-Tipping, Chief Executive Officer, MI3
  • Eric Nierenberg, Chief Strategy Officer, MassPRIM
  • Ari Paul, Managing Partner and Chief Investment Officer, BlockTower Capital

10:10 AM ǀ PRIVATE EQUITY INVESTMENTS

  • Moderator: Devin Banerjee, Sr. Editor, Financial Services, LinkedIn
  • J. Christopher Kojima, Managing Director & Partner, Alternative Investments, Goldman, Sachs & Co.
  • Matthew Nord, Senior Partner, Private Equity, Apollo Asset Management
  • Bei Saville, Senior Endowments & Foundations Chief Investment Officer, Northern Trust
  • Ju-Hon Kwek, Partner, McKinsey & Company

11:00 AM ǀ SPECIAL PRESENTATION BY RAY DALIO

  • Ray Dalio, Founder, Co-Chief Investment Officer & Co-Chairman, Bridgewater Associates

11:30 AM ǀ THE FUTURE OF ALTERNATIVE INVESTING IN A CHANGING WORLD

  • Moderator: Leslie Picker, Reporter—Hedge Funds and Private Equity, CNBC
  • Michelle Seitz, CFA, Chairman, Chief Executive Officer, Russell Investments
  • Troy Gayeski, CFA, Partner, Senior Portfolio Manager, SkyBridge
  • Theodore Enders, CFA, Managing Director, Strategic Advisory, Goldman Sachs Asset Management

12:05 PM ǀ HOST’S CLOSING REMARKS

  • Peter Tesei, First Selectman, The Town of Greenwich
  • Bruce McGuire, Co-Founder, Greenwich Economic Forum
  • Jim Aiello, Co-Founder, Greenwich Economic Forum

12:10 PM ǀ NETWORKING & COCKTAIL RECEPTION

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