Monday, November 9
Evening Program
LOCATION
The Diagrid Club by Jean-Georges
425 Park Avenue, 26th Floor
New York, NY 10022
Time
Session
Speakers
5:00–9:00 PM
Cocktail reception, seated dinner and keynote conversation
Ryan Robertson + Clyde Frazier
Tuesday, November 10
Investment Forum
LOCATION
Mutual of America Building
320 Park Avenue, 35th Floor
New York, NY 10022
Time
Session
Speakers
7:30–8:00 AM
Breakfast: Arrivals, coffee and networking
8:00–8:15 AM
Built for What’s Next: The Power of Connection
Kirsten Pickens + Ryan Robertson
8:15–8:45 AM
Fireside Chat: From Founding Vision to Future Opportunity
Michael Forman, Edwin Conway + Chris Keogh
Moderated by: Kirsten Pickens
Moderated by: Kirsten Pickens
8:45–9:30 AM
Policy, Markets and the Road Ahead
Jason Cole
Joe Donnelly, Former U.S. Congressman/Senator (D-IN) + Ambassador to The Holy See
Illeana Ros-Lehtinen, Former U.S. Congresswoman (R-FL)
Joe Donnelly, Former U.S. Congressman/Senator (D-IN) + Ambassador to The Holy See
Illeana Ros-Lehtinen, Former U.S. Congresswoman (R-FL)
9:30–10:10 AM
Market Outlook 360°
Mike Kelly
Moderated by: Chris Hyzy, Bank of America
Moderated by: Chris Hyzy, Bank of America
10:10–10:25 AM
Break
10:25–10:35 AM
Private Equity: Opportunities in the Middle Market
Dustin Ackerman
Moderated by: Dan Wilk
Moderated by: Dan Wilk
10:35–11:15 AM
Direct Equity: Access and the Asset
Sponsor: Mill Point Capital
Sponsor: Mill Point Capital
Ben Hur
Michael Duran, Mill Point Capital
Moderated by: Dan Wilk
Michael Duran, Mill Point Capital
Moderated by: Dan Wilk
11:15–11:45 AM
Secondaries: When Liquidity Needs Create Opportunity
Patrick Gerbracht
Moderated by: Dan Wilk
Moderated by: Dan Wilk
11:45–11:55 AM
FS MVP in Minutes
Dan Wilk
11:55–1:15 PM
Working Lunch: Advisor Best Ideas Panel
John O’Neill, Merrill
Jeffrey Ting, Merrill
Moderated by: Robert Romano, Merrill
Jeffrey Ting, Merrill
Moderated by: Robert Romano, Merrill
1:15–1:35 PM
Private Credit: State of the Market with KKR
Drew O’Toole
Steven Lilly, FSK
Ryan Wilson, KKR
Moderated by: Frank Berry
Steven Lilly, FSK
Ryan Wilson, KKR
Moderated by: Frank Berry
1:35–2:00 PM
Unlocking Yield: The Role of Asset-Based Finance
Andrew Miller, KKR
Bill Young, Estately
Bill Young, Estately
2:00–2:10 PM
KKR FS Income Trust in Minutes
Frank Berry
2:10–2:25 PM
Break
2:25–2:55 PM
Why Alts Now? Portfolio Construction, Client Fit and Implementation
Troy Gayeski
Eric Burkett, Merrill
Eric Burkett, Merrill
Closing
Built for What’s Next
Kirsten Pickens + Ryan Robertson
The agenda is subject to change.