GEF 2023 Agenda – DRAFT as of 9/20
7:30 AM – 8:25 AM EST ǀ REGISTRATION AND BREAKFAST
8:25 AM – 8:30 AM EST ǀ GREENWICH ECONOMIC FORUM WELCOME
- Jim Aiello, Co-Chair, Greenwich Economic Forum
- Bruce McGuire, Co-Chair, Greenwich Economic Forum
- Master of Ceremonies: Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
8:35 AM – 8:50 AM EST ǀ GOVERNOR LAMONT WELCOME
- Ned Lamont, Governor, State of Connecticut
8:55 AM – 9:20 AM EST ǀ THE PERMACRISIS WE ARE IN: PERSPECTIVES BY MICHAEL SPENCE AND MOHAMED EL-ERIAN
- Michael Spence, Economist & Nobel Laureate, Stanford University
- Mohamed El-Erian, President of Queens College at Cambridge University, Chair of Gramercy & Adviser to Allianz
- Moderator: Sonali Basak, Anchor, Bloomberg
9:25 AM – 9:50 AM EST ǀ THE FUTURE OF PRIVATE CREDIT
- Jose Minaya, CEO, Nuveen
- Ken Kencel, President & CEO, Churchill Asset Management
- Moderator: Harold Ford Jr., Regional President, PNC Bank
9:55 AM – 10:25 AM EST ǀ DALIO: THE STATE OF THE GLOBAL ECONOMY
- Ray Dalio, Founder, CIO Mentor and Member of the Board, Bridgewater Associates
- Moderator: David Westin, Anchor, Bloomberg
10:30 AM – 10:55 AM EST ǀ STRATEGIC PERSPECTIVES ON BUILDING A BUSINESS
- Brad Jacobs, Executive Chairman, XPO
10:55 AM – 11:30 AM EST ǀ NETWORKING BREAK
11:35 AM – 12:00 PM EST ǀ FIRESIDE CHAT WITH KIPP DEVEER
- Kipp deVeer, Director, Partner and Head of Credit Group, Ares Management
- Moderator: Jay Madia, Head of Risk Assets, Axis Capital
12:05 PM – 12:45 PM EST ǀ THE NEW ROLE OF DIRECT LENDING TODAY
- Gregory Robbins, Vice Chair, Golub Capital
- Matt Kaplan, President and CEO, Great Elm Capital Group
12:45 PM – 1:25 PM EST ǀ LUNCH
1:25 PM – 1:55 PM EST ǀ LUNCHEON SPEAKERS
- Wyc Grousbeck, Lead Owner, Governor and CEO, Boston Celtics
- George Pyne, Founder & CEO, Bruin Capital
2:00 PM – 2:40 PM EST ǀ MARKET STRATEGIST OUTLOOK
- Saira Malik, CIO, Nuveen
- Joseph Quinlan, Head of Market Strategy, Bank of America
- Rich Nuzum, Executive Director & Chief Investment Strategist, Mercer
2:45 PM – 3:25 PM EST ǀ CEO PERSPECTIVES
- Lawrence Calcano, Chairman & CEO, iCapital
- John Koudounis, CEO, Calamos Investments
3:30 PM – 4:00 PM EST ǀ NETWORKING BREAK
4:00 PM – 4:45 PM EST ǀ INSTITUTIONAL INVESTOR PERSPECTIVES
- Jay Madia, Head of Risk Assets, AXIS Capital
- David Graham, CIO, AmFam Group
- Anders Hall, CIO, Vanderbilt University
- Christine Todd, CIO, Arch Capital Group
- Moderator: Jim Aiello, Co-Chair, Greenwich Economic Forum
4:50 PM – 5:15 PM EST ǀ FIRESIDE CHAT WITH MAYOR FRANCIS SUAREZ
- Francis Suarez, Mayor, City of Miami
5:20 PM – 5:30 PM EST ǀ CLOSING REMARKS
- Jim Aiello, Co-Chair, Greenwich Economic Forum
- Bruce McGuire, Co-Chair, Greenwich Economic Forum
- Master of Ceremonies: Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
5:30 PM – 6:30 PM EST ǀ COCKTAIL RECEPTION
7:30 AM – 8:25 AM EST ǀ REGISTRATION AND BREAKFAST
8:25 AM – 8:30 AM EST ǀ GREENWICH ECONOMIC FORUM WELCOME
- Jim Aiello, Co-Chair, Greenwich Economic Forum
- Bruce McGuire, Co-Chair, Greenwich Economic Forum
- Master of Ceremonies: Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
8:35 AM – 9:00 AM EST ǀ SENATOR BLUMENTHAL: THE ECONOMIC AND SOCIAL CONSEQUENCES OF THE UKRAINE WAR
- Richard Blumenthal, U.S. Senator from Connecticut, United States
- Moderators: Jim Aiello and Bruce McGuire, Co-Chairs, Greenwich Economic Forum
9:05 AM – 9:35 AM EST ǀ DAVID RUBENSTEIN WORLD VIEWS
- David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group
9:40 AM – 10:20 AM EST ǀ SURVIVING HEADWINDS: HOW WE CAN HELP PORTFOLIO COMPANIES NAVIGATE IN A TIGHT MARKET
- Lisa Donahue, AlixPartners, Co-Head of the Americas and Asia
- Mike Dieber, Partner and Co-head of Portfolio Management, U.S. Direct Lending, Ares Management
10:20 AM – 10:50 AM EST ǀ NETWORKING BREAK
10:50 AM – 11:30 AM EST ǀ EXPANDING ACCESS TO ALTERNATIVE INVESTMENTS
- Ted Yarbrough, CIO, Yieldstreet
- Anna Snider, Head of Due Diligence, Bank of America
- Luke Antal, Co-Founder, Chief Community Officer, Dir. Strategic Initiatives, Alumni Ventures
- Moderator: Emily Dreas, Managing Director & Market Executive, Bank of America Private Bank
11:35 AM – 12:05 PM EST ǀ INNOVATIVE FINANCING IN FINTECH
- Dr. Yanan Wu, Chairman & CEO, Surfin-Meta
- Dave Thornton, CEO & CIO, Vested
- Moderator: Mike Ashmore, Co-Founder & CEO, Rondeivu
12:05 PM – 12:45 PM EST ǀ LUNCH
12:45 PM – 1:15 PM EST ǀ LUNCHEON FIRESIDE CHAT
- Michael Spence, Economist & Nobel Laureate, Stanford University
- Dambisa Moyo, Global Economist & Board Member, Chevron, Conde Nast, and the Oxford University Endowment
1:20 PM – 2:00 PM EST ǀ OPPORTUNITIES TODAY IN REAL ASSET INVESTING
- Dushyant Mera, Co-Chief Investment Officer & Portfolio Manager, Hildene Capital Management
- Bryan Donohoe, Partner, Co-Head of U.S. Real Estate, Ares Management
2:05 PM – 2:45 PM EST ǀ THE ENERGY TRANSITION
- Afsaneh Beschloss, CEO, RockCreek
- Lisa Audet, Founder & CIO, Tall Trees Capital
- Mark Baumgartner, CIO, Carnegie Corporation
2:50 PM – 3:25 PM EST ǀ APAC INVESTMENT OPPORTUNITIES
- Jeff Li, CEO, Gopher Asset Management International, Noah Holdings
- Gene Reily, CEO, Greenwich Quantitative
3:25 PM – 3:50 PM EST ǀ NETWORKING BREAK
3:50 PM – 4:30 PM EST ǀ MIDDLE EAST: CAPITAL ATTRACTION
- Arvind Ramamurthy, Chief Market Development Officer, ADGM
- Moderator: Matthew Hoffer, Founder & Principal, Spire Capital
4:35 PM – 5:15 PM EST ǀ DIGITAL ASSETS
- Jamil Nazarali, CEO, EDX Markets
5:20 PM – 5:30 PM EST ǀ CLOSING REMARKS
- Jim Aiello, Co-Chair, Greenwich Economic Forum
- Bruce McGuire, Co-Chair, Greenwich Economic Forum
- Master of Ceremonies: Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
5:30 PM – 6:30 PM EST ǀ COCKTAIL RECEPTION