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