GEF Returned to Miami, Florida in 2023 for our 2nd Annual GEF-Miami

 

The Greenwich Economic Forum convened in Miami, FL on Monday, March 6, 2023.

GEF-Miami is a peer-to-peer thought leadership conference that will brought together our core constituents in the hedge fund, private equity, private credit, digital asset, venture capital, and other industries with leaders of Miami’s fintech, healthcare, wealth management, real estate, and other investment communities.

 

Venue: Mr. C Miami Hotel – Coconut Grove, FL 2988 McFarlane Rd Miami, FL 33133

GEF-MIAMI 2023 – SPEAKERS

Rich Nuzum

Mercer

Mary Jo Palermo

Cambridge Associates

Brett Amendola

Quinnpiac University

Luke Antal

Alumni Ventures

Pierre Caramazza

Franklin Templeton

Lourdes Castillo

LMC Communications

Ravi Chopra

Azora Capital LP

Marc deBree

TIAA

Carlos Domingo

Securitize

Matthew Goetz

BlockTower

Pranav Kanade

VanEck

Robert Koenigsberger

Gramercy Funds Management

Sean Holland

New York Life

Dr. Adam Lipson

IGEA Brain & Spine

Jay Madia

AXIS Capital

Ashok Palaniappan

Journey Capital

Ira Perlmuter

IJP Family Partners

Sidney Powell

Maple Finance

Jen Prosek

Prosek Partners

Dakotah Rice

Poolit

Jeremy Schwarz

City of Miami

Nicholas Singer

Purchase Capital

Neil St. Clair

B Generous

José Torres

Interactive Brokers

Dimitris Valatsas

Economist

Dr. Jonathan Weiss

HealthEngine

AGENDA FOR GEF-MIAMI 2023

7:30 AM – 8:30 AM | REGISTRATION AND NETWORKING BREAKFAST
 
8:30 AM – 8:40AM | OPENING REMARKS
Bruce McGuire, Co-Founder, Greenwich Economic Forum
 
8:45 AM – 9:10 AM | THE MIAMI PHENOMENON
Lourdes Castillo, CEO, LMC Communications
Jeremy Schwarz, GC & Senior Advisor to the Mayor, City of Miami
 
9:15 AM – 9:50 AM | THE EVOLUTION OF PRIVATE CAPITAL 
Ken Kencel, President & CEO, Churchill Asset Management
Moderator: Jen Prosek, Founder & Managing Partner, Prosek Partners
 
9:55 AM – 10:25 AM | EMERGING MARKETS IN 2023
Dr. Yanan Wu, Chairman & CEO, Surfin Meta
Ashok Palaniappan, Managing Partner, Journey Capital Partners
Moderator: Dimitris Valatsas, Economist
 
10:25 AM – 11:10 AM | NETWORKING BREAK
 
11:10 AM – 11:55 AM | INSTITUTIONAL INVESTORS DISCUSS ESG: ONE SIZE DOES NOT FIT ALL
Christopher Male, Co-Founder & Managing Partner, Autism Impact Fund
Sean Holland, Director, New York Life
Neil St. Clair, Co-Founder & COO, B Generous
Moderator:
Rich Nuzum, Executive Director, Investments & Global CIS, Mercer
 
12:00 PM – 12:45 PM | FAMILY OFFICE INVESTMENT PERSPECTIVES – SHORT & LONG TERM
Mary Jo Palermo, Partner & CIO, Cambridge Associates
Nicholas Singer, Founder & Managing Partner, Purchase Capital
Ira Perlmuter, CIO, IJP Family Partners
Moderator: Laura Hoult, Managing Director & COO, Cambridge Associates
 
12:45 PM – 1:15 PM | LUNCH
 
1:15 PM – 1:45 PM | LUNCHEON FIRESIDE CHAT: SOLVING THE HEALTHCARE CRISIS
Dr. Jonathan Weiss, Founder & CEO, HealthEngine
Dr. Adam Lipson, MD, IGEA Brain Spine & Orthopedics
Moderator: Dr. John A. Quelch, Leonard M. Miller University Professor, University of Miami Herbert Business School
 
1:50 PM – 2:35 PM | INSTITUTIONAL INVESTORS PERSPECTIVES ON ASSET ALLOCATION IN 2023
Jay Madia, Head of Risk Assets, AXIS Capital
Tim Barrett, Associate Vice Chancellor & CIO, Texas Tech University System
Brett Amendola, Chair of Investment Committee, Quinnipiac University
Marc deBree, MD, Head of Real Estate & Alternatives, TIAA
Moderator:
Jim Aiello, Co-Founder, Greenwich Economic Forum
 
2:40 PM – 3:25 PM | DEMOCRATIZING ALTERNATIVE INVESTMENTS
Carlos Domingo, Co-Founder & CEO, Securitize
Dakotah Rice, Founder & CEO, Poolit
Luke Antal, Co-Founder, Alumni Ventures
Moderator: Pierre Caramazza, Head of Global Product & Specialty Sales, Franklin Templeton
 
3:30 PM – 4:00 PM | STABLECOINS AND REAL WORLD ASSETS: THE USE CASE FOR CRYPTOCURRENCY
Pranav Kanade, Portfolio Manager, Digital Assets Alpha Fund, VanEck
Sidney Powell, CEO & Co-Founder, Maple Finance
Matthew Goetz, CEO, BlockTower
Moderator: Nic Carter, Co-Founder & Managing Partner, Castle Island Ventures
 
4:00 PM – 4:30 PM | NETWORKING BREAK
 
4:30 PM – 5:10 PM | HEDGE FUND STRATEGIES FOR 2023
Brandon Yarckin, COO, Universa Investments 
Ravi Chopra, Founder & CIO, Azora Capital
Robert Koenigsberger, Founder, CIO & Managing Partner, Gramercy Funds Management
Moderator: Neil Collins, Managing Partner, Erigo
 
5:15 PM – 5:45 PM | GEO-ECONOMICS DISCUSSION WITH THE ECONOMIC CLUB OF MIAMI
Jeb Bush Jr., Partner, Finback Investment Partners
Mike McGlone, Macro Strategist, Bloomberg Intelligence
Jose Torres, Senior Economist, Interactive Brokers
Moderator: Jon Hartley, Economic Club of Miami
 
5:45 PM – 5:50 PM | CLOSING REMARKS
Jim Aiello, Co-Founder Greenwich Economic Forum
 
5:45 PM – 6:45 PM | COCKTAIL RECEPTION

GEF-MIAMI 2023 – REGISTERED FIRMS

A.J. Gallagher
ABL Consulting Group
Aceana Group
Agya
AIAC Group
AIF
Alliance Global Finance Family Office
AlphaPoint
Altura Capital
Alumni Ventures
Alvarium Investments
Applico Capital
Astra Americas
AXIS Capital
Azora Capital
B Generous
Balyasny Family Office
BAM
Bank of America Private Bank
BCCM Advisors
BlockTower
Bloomberg
Blue Mahoe Capital Partners
BNY Mellon
Cambridge Associates
Canada Business Holdings
Castle Island Ventures
CCFO Investments
Centerbridge Partners
Churchill Asset Management
Coral Gables Trust Company
Cornerstone Group Family Office
Cudlob Capiutal
Declaration Partners
Diamond Standard
Dimension Capital
Dukas Linden Public Relations
Economic Club of Miami
Emerging Founder
Engineers Gate Investments
Enterprise Florida
Erigo Capital Partners
Florida Opportunity Fund
Factores Economicos
Finback Investment Partners
Franklin Templeton
Global Miami Magazine
GoldenJade

GP Bullhound
Gramery Funds Management
Guixer and Partners
Habaple Group
Hartford Healthcare
Harvard Business School
Harvard Management Company
Hatch Associates
HealthEngine
Healthcare Pathfinder

IGEA Brain Spine and Orthopedics
IJP Family Partners
Interactive Brokers
James Campbell Company
Johnson & Johnson
Journey Capital Partners
JP Morgan
K2 Advisors
Kentia Partners
Knight Foundation

Learn Tech Teach
Purchase Capital
LibreMax
LMC Communications
Macro Strategist
Mahadeva Family Office
Maple Finance
MassMutual Investment Management
MAXIMAI Investment Partners
Melodeon Capital

Mercer
Meritage Group
Merrill
Miami Herald
National Gallery of Art
Needham & Company
New York Life
Nuveen
Orium Trust
Pendrell Corporation
PEVCRE
Poolit
Prosek Partners
Purchase Capital
QP Global Family Offices
Quinnipiac University
RCM China
Real Estate Solutions
Sagar Family Office
Savkur Family Office
Securitize
SiriusPoint
Southern Oak Capital
Stable Asset Management
Strategic Value Partners
Succession
Surfin Global
Texas Tech University System
The 22Hundred Group
The Laughren Group
The Li Family Office
The Ropart Group Family Office
TIAA
Transal Corporation
Typhon Capital Management
UBS
Universa Investments
University of Miami
VanEck
Velvet
White Wolf Capital
Wytrwal Industries
Xtellus Advisors
Xtellus Capital Partners
ZRG Partners

GEF-MIAMI 2023 PARTNERS

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Breakfast and Amenity Sponsor