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Event Date | Mon Sep 11 EDT (over 1 year ago) |
Location |
Chateau Elan Winery & Resort
100 Rue Charlemagne Dr, Braselton, GA 30517, USA |
Region | Americas |
This events highlights the benefits and opportunities for institutional and private wealth investors to invest in new, small, diverse and women owned, emerging and boutique fund managers. In addition to networking with key decision-makers of family offices, endowments, foundations, and pension funds, boutique and new managers will be able to connect and exchange best practice ideas with their peers. Delegates will hear from the nation’s leaders in the new and ever-changing emerging manager market.
The conference format is designed to be educational with fireside chat style panels. Only a few educational standalone presentations will be permitted. No PowerPoint presentations will be allowed for any panel discussions.
Who Should Attend:
• Block Chain Managers
• Broker Dealers
• Consultants
• Crypto Managers
• Emerging Equity Managers
• Emerging Fund of Funds
• Emerging Hedge Funds
• Emerging Private Equity
• Emerging Real Estate Managers
• Emerging Venture Capitalists
• Endowments
• Family Offices
• Financial Planners
• Fin Tech Companies
• Foundations
• Industry Service Providers
• Insurance Companies
• Minority Owned Firms
• Pensions
• Taft Hartley
• Women Owned Firms
2023 Speakers
MODERATORS:
Daniel Walker
Board Member, The California Endowment
Wendy Craft
Chief of Staff, Fulcrum Equities, LLC (SFO)
Joe McIntosh
Director, McIntosh Management LLC
Keith Danko
Founder and Managing Partner, Witherspoon Partners
Skip Coomber III
President, Coomber Family Estates (SFO) / Dragon Trust Family Office
Barbara Doran
Emeritus Trustee, Finance Committee Member, Pennsylvania State University
Tami Kesselman
Impact Strategist & Executive Coach, Next Gen Success LLC
Eric Dansky
Senior Investment Officer, Cooper Family Office (SFO)
Alex Julian
Client Consulting, bfinance
Tyreek Moore
Founder, 1921 Venture Fund
PANELISTS:
Ami Samuels
Partner, Gatewood Capital Partners
Judy Lee
General Manager, Onelin Capital Corporation (SFO)
Peng (Carnegie) Zhang
Director, Aurumverse Investment
Alex Suarez
Chairman & CEO, Alex. Hamilton & Sons, Inc.
Kamil Homsi
Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)
Chad Smith
Managing Partner, Portfolio Director, Reveille Wealth Management
Dail St. Claire
President & Sr Advisor, St Claire Consultants LLC
Barry Johnson
Chairman Founder, BeDoWin Institute
Adam Choppin, CFA, APFI
Asst. Portfolio Manager, Multi-Manager Strategies, Xponance
Kevin Burnett
9-year NFL and Active Developer
SPEAKERS:
Guadalupe Rodriguez
CIO, Talipot Holding
Henry Wilson, MPA
Chairman, Wayne County Employees Retirement System
Michael Sury, Lecturer in Finance
The University of Texas at Austin, Chairman, Analytic Holdings LP (SFO)
Anthony Georgiades
General Partner, Innovating Capital Management LLC
Howard Goodwin, MD Partner
Intrinsic Capital Partners
Michael Terpin
CEO, Transform Capital SFO
Michael Silberberg
Head of IR, Alt Tab Capital
Eric Dansky
Senior Investment Officer, Cooper Family Office (SFO)
Stephen Colavito
CIO, San Blas Securities, LLC
KC Conway
Principal & Co-Founder, Red Shoe Economics
Daniel Krausz
Co-Founder & Partner, Blue Door Asset Management
Maribeth Holland
Chief Investment Officer, Sutton Place Capital Management (SFO)
Andrew Kalt
Managing Principal, Rockstreet Investments LLC
Kamil Homsi
Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)
Nathan Dey
Managing Partner, Northspring Partners
Bryan Johnson
Managing Partner, Johnson & Company
Jacques-Phillipe Piverger
Founder, Chairman, CEO, GoodLight Capital
Ronnie Devoe
Entrepreneur, Founding Member Of The Grammy Award Winning R&B Group, New Edition
2023 Sponsors
SILVER SPONSORS:
• Alt+Tab
• Aurumverse Investment
• Blue Door Asset Management
• Chi-Rho Financial
• Innovating Capital
• Intrinsic Capital Partners
• Northspring Partners
• Reveille Wealth Management
• Rockstreet Investment