uncorrelated Beverly Hills

May 3-5, 2026

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2026 AGENDA

Day 1 - Welcome cOCKTAILS

2pm - 4pm

Private Mansion in the hills, address provided to conference attendees

Special Thanks to our Party Sponsors:

Day 2 - conference

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

9:00 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from a conference co-host:

  • Geoff Marcus, Co-Founder & Chief Strategy Officer, Inti Advisors

9:10 AM - Unlocking Value from Life Insurance Policies: How Life Settlements Create Opportunities for Seniors and Investors

How life settlements generate attractive noncorrelated returns for asset investors. Michael Freedman, Chairman & CEO of Lighthouse Life, will provide a comprehensive overview of how Lighthouse works within the highly regulated life settlement market to transform life insurance policies into an attractive asset for investors by paying seniors a market value to purchase the policies they would likely lapse or surrender for little or nothing.  Asset investors view life settlements as a “resilience” allocation” due to their potential for portfolio diversification, attractive risk-return characteristics, and low correlation to traditional markets. The session will examine the growing market opportunity, how the asset class can enhance portfolio construction, and explore various ways for investors to participate in this growing market.

9:35 AM - Fireside chat: Aman Verjee

After more than a decade of capital flooding into venture, allocators are confronting a hard reality: paper markups don't pay distributions, and liquidity timelines have stretched well beyond what most LPs underwrote. In this fireside chat, Aman Verjee — General Partner at Practical Venture Capital, founding member of the PayPal team, and author of A Brief History of Financial Bubbles — discusses how the venture secondary market is reshaping LP liquidity, where today's valuations are clearing versus where they remain disconnected from reality, and what the long history of financial manias tells us about the current cycle.

10:05 AM - Venture Capital: Navigating the Next Innovation Cycle

After a period of rapid expansion and subsequent recalibration, venture capital is entering a more disciplined phase—one that may offer some of the most attractive entry points in years. This panel explores how leading investors are approaching early- and growth-stage opportunities across sectors, with a focus on valuation resets, capital efficiency, and the next wave of transformative technologies. Allocators will gain insight into how to underwrite venture exposure in a market that increasingly rewards selectivity and long-term conviction.

10:50 AM - Closing the $250 Trillion Liquidity Trap with Digital Equities

The global middle market is facing a structural bottleneck: while roughly 45,000 companies make up the $110T public equity market, more than 5 million viable mid-market businesses remain private, illiquid, and difficult to access for institutional capital. This session explores the emergence of “Wall Street 3.0,” highlighting the shift from traditional, high-friction exchanges to internationally regulated digital equities platforms. Central to this evolution is the Institutional Digital Offering (IDO), a prospectus-grade, blockchain-native alternative to the IPO that enables 24/7 global liquidity, T+0 settlement, and fractional ownership. Together, these innovations represent a modernization of capital markets infrastructure, unlocking more efficient access to a vast and historically underserved opportunity set.

11:15 AM - Networking Break

11:30 AM - Private Credit: Yield, Structure, and Downside Protection

Private credit continues to attract significant allocator interest as investors seek stable income and enhanced downside protection in an uncertain macro environment. In this session, experienced lenders and capital providers discuss where the most attractive opportunities exist across direct lending, asset-backed finance, and specialty credit. The conversation will highlight structuring considerations, risk management frameworks, and how investors can balance yield generation with capital preservation in today’s credit cycle.

12:15 PM - Family Office Perspective

Family offices have become some of the most strategically positioned pools of private capital globally, yet their perspective rarely makes it to the main stage. In this panel, principals and advisors offer a candid look at how family office investment programs are evolving — how alternatives allocations are being constructed, how tax and regulatory considerations shape portfolio strategy, and how the next generation of wealth holders is influencing mandate and risk appetite. A rare window into how family capital actually approaches manager selection, structuring, and long-term wealth preservation.

  • Moderator: Michael Nelson, Managing Partner, Eagle Bay Family Office

  • Panelist: Alan Rios, Member of the Board of Advisors, House of Vanderbilt

  • Panelist: Maurice Ng, Managing Partner, Tings Capital

  • Panelist: Christian Katzman, Partner | Investment Architecture, Ivy Capital Partners

12:55 PM - LUNCH Fireside Chat: Jon Goldman, Co-Chairman, Skybound Entertainment – Hosted by Jay Tucker

Jon Goldman has spent his career at the intersection of entertainment, gaming, and venture capital — as founder of Foundation 9 Entertainment, a board partner at Greycroft and Jerusalem Venture Partners, and as Co-Chairman at Skybound, the creative force behind Invincible, The Walking Dead, and a growing universe of IP across comics, TV, film, and games. In this fireside chat, Goldman will discuss how Skybound reads the market and owns its growth, including its approaches to investment and partnership.

  • Featured Speaker: Jon Goldman, Co-Chairman, Skybound Entertainment

  • Moderator: Jay Tucker, Executive Director, Center for Media, Entertainment & Sports at UCLA Anderson School of Management

  • Introduction By: Spence Bovee, Managing Director, Siganaka Media Group, Founder/Host, Westside Digital Mix

1:55 PM - Navigating the Shifting Entertainment & Media Market: Where Investors Win (and Lose)

The entertainment and media landscape is undergoing a structural transformation driven by streaming economics, platform fragmentation, and changing consumer behavior. For investors, the dispersion between winners and losers has never been wider. This panel examines where value is being created across content, distribution, and intellectual property—and where capital is being misallocated. Speakers will discuss evolving monetization models, the role of scale and ownership, and how to underwrite opportunities in an industry where hit-driven dynamics, data, and distribution control increasingly determine outcomes.

  • Moderator: David Bloom, Co-Founder - Next TMT, Co-Host - Next TMT Talks, CEO - Words & Deeds Media, Senior Contributor - Forbes

  • Panelist: Christina Lee Storm, Head of Studio, Narrative, Secret Level

  • Panelist: Steven Stein, Partner, Greenberg Glusker

  • Panelist: Adam Goldstein, Strategic Development Executive, Creative Artists Agency (CAA)

2:40 PM:

Main Track - Tokenization: Rewiring Financial Infrastructure

Tokenization is moving from concept to implementation, with the potential to fundamentally change how assets are owned, traded, and financed. This session examines the real-world applications of tokenized securities across private markets, real estate, and funds, as well as the infrastructure supporting them. Panelists will discuss liquidity implications, regulatory considerations, and whether tokenization represents incremental evolution or a step-change in how capital markets operate.

Breakout - Beyond the Box Office: Dome Entertainment Venues as Experiential Real Estate

The Sphere in Las Vegas proved that immersive dome venues can transform a destination’s real estate economics, but its $3B price tag puts the model out of reach for most developers. A new generation of dome venues is unlocking similar anchor-tenant effects at a fraction of the capex, with applications across mixed-use, hospitality, and resort development. Chris Lawes, founder and CEO of The Domes, will break down the emerging unit economics, how family offices are beginning to underwrite the category, and the partnership structures forming between content operators and property owners. Bring your questions about the future of entertainment.

3:25 PM:

Main Track: The Middle East, Oil, and Sovereign Capital: A View from MENA

The Middle East conflict is reshaping oil, sovereign capital flows, and risk premiums across asset classes. Ayman Khaleq co-leads Morgan, Lewis & Bockius's Middle East practice, advising sovereign wealth funds, asset managers, and governmental entities on cross-border investment across MENA. In this fireside, he gives a ground-level read on where Gulf capital is moving, how regional allocators are repositioning, and what U.S. investors are mispricing right now.

Breakout - Special Presentation - Tokenization of Real-World Assets

In this breakout session, Douglas Spencer explores how tokenization is beginning to reshape the infrastructure underlying private markets. As fund managers look for more efficient ways to handle ownership, liquidity, and investor access, blockchain-based structures are emerging as a potential unlock for long-standing frictions in the industry. The discussion will focus on how tokenization is being applied in practice, what it means for fund structuring and capital formation, and where the technology is realistically gaining traction today versus where it remains conceptual. A forward-looking conversation on how digital infrastructure could redefine how funds are built, operated, and accessed.

3:50 PM - NETWORKING BREAK

4:05 PM:

Main Track - Institutional Real Estate: Repricing, Dislocation, and Opportunity

Commercial real estate is undergoing a significant reset, creating both challenges and opportunities for institutional capital. This panel explores how investors are navigating shifting valuations, capital structure stress, and changing demand across sectors such as office, multifamily, industrial, and niche asset classes. Speakers will discuss where they are deploying capital today, how they are managing risk, and which strategies are best positioned to capitalize on the current dislocation.

Breakout - Crypto Mastermind

4:50PM - Closing Keynote: Fireside Chat with Charles Gasparino

Few journalists have a better read on how Wall Street, Washington, and the broader investment landscape actually intersect. Across three decades breaking the biggest stories in finance — from the 2008 TARP bailout and Lehman's collapse to the Epstein investigation, the Viacom–CBS merger, and the political battles reshaping corporate America — Charles Gasparino has covered it all from the inside. In this closing fireside chat, we sit down with Charlie for a candid conversation on the political and regulatory forces shaping today's markets, what allocators should be watching across alternatives and public markets, and where the next major flashpoints are likely to emerge.

Day 3 - conference

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

Emerging Manager Readiness Series

The Emerging Manager Readiness Series — held in the morning — focuses on how emerging managers are evaluated from the allocator's perspective, operationally, structurally, and in practice. Rather than focusing on "how to raise capital," the emphasis is on where early judgments are made, what matters most to allocators, and why readiness often determines outcomes long before capital is deployed. This is a practical, experience-driven session grounded in how institutional decisions are actually made.

9:00 AM - Sports Investing: Franchises, Media, and the Business of Fandom

Sports have evolved into a global asset class driven by media rights, brand value, and scarce franchise ownership. This panel explores how investors are gaining exposure to the sports ecosystem—from direct team ownership and leagues to adjacent opportunities in media, betting, and infrastructure. The discussion will focus on valuation dynamics, access points, and why sports assets have attracted increasing institutional interest.

  • Moderator: Harriet Coleman, Chief Reporter, With Intelligence

  • Panelist: Jason Cipriani, Chief Executive Officer, Corrum Capital Management LLC

  • Panelist: Jon Schwartz, Partner, Head of Sports, Prosek Partners

  • Panelist: Ryan Crelin, Commissioner, ECHL

  • Panelist: Mike Basone, Founder & CEO, VICTORYROAD Studios and VICTORYROAD+
    Co-Creator & Host, Rabid Fans

9:45 AM - AI & Alternatives: Intelligence as an Investment Edge

Artificial intelligence is rapidly reshaping how capital is deployed, managed, and analyzed across alternative investments. This panel explores how AI is being integrated into sourcing, underwriting, portfolio management, and operational efficiency across private markets. Speakers will also examine AI as an investable theme itself—where capital is flowing, where the hype may be ahead of reality, and how allocators can position portfolios to benefit from one of the most powerful technological shifts in decades.

10:25 AM - Networking Break

10:40 AM:

Main Session - Puerto Rico 101: Tax, Structure, and Strategic Opportunity

Puerto Rico continues to attract investors, entrepreneurs, and fund managers seeking a compelling combination of tax efficiency and lifestyle advantages. In this session, Michael Nelson provides a practical overview of the island’s Act 60 incentives, residency requirements, and structuring considerations for individuals and investment vehicles. Designed for those evaluating a potential move or allocation strategy tied to Puerto Rico, this presentation cuts through the noise to focus on what matters most from a capital and compliance perspective.

Breakout - AI APplications in Commercial Real Estate

A working session on where AI actually moves the needle in CRE — and where it doesn't. Covers the tool stack worth paying for, the RTCF prompting framework (Role, Task, Context, Format), and live walkthroughs of real use cases: extracting rent rolls and T-12s from OMs, building underwriting models, generating market research reports, producing renovation renderings, and running full feasibility studies in under an hour. Built for sponsors, operators, and allocators who want to compress hours of deal work into minutes.

  • Presenter: Jake Heller, Co-Founder, AI for CRE Collective

11:25 AM - Unique opportunities in Real Estate Development

A panel of developers actively deploying capital across the residential and experiential real estate spectrum. The discussion covers where they're seeing the most attractive risk-adjusted opportunities in 2026, what's happening with land basis, entitlements, and construction costs, how cap rates and demand drivers are shifting, and where the disconnects between public market sentiment and on-the-ground fundamentals are creating opportunity. A practical session for allocators looking to underwrite ground-up exposure in the current cycle.

12:10 PM - Capital in Motion: How LATAM Macro Events Are Driving Allocations into the U.S.

Political transitions and macro dislocation across Latin America are accelerating capital flight from the region's wealthiest families—and U.S. managers and sponsors are increasingly on the receiving end. From Colombia's upcoming election to ongoing currency, tax, and policy shifts across Mexico, Brazil, and Argentina, LATAM family offices are actively seeking U.S.-domiciled investments and dollar-denominated exposure across both managed vehicles and direct deals. This fireside chat explores how macro events create windows of opportunity for U.S. managers and sponsors, what LATAM allocators are looking for, and how to build credibility and access in a market where relationships, jurisdiction, and timing all matter.

12:50 PM - Networking Lunch

1:50 PM - Investing in People, Platforms, and Possibility: The $500B Creator Economy

The creator economy is entering an enterprise phase as brands move ad dollars from TV to YouTube, TikTok, and Meta. A new media system is taking shape, and companies are building the infrastructure to support it. This panel gives investors a clear framework to track capital, understand how content drives distribution, measurement, and monetization, and spot where value and growth are emerging.

  • Moderator: Jamie Gutfreund, Founder, Creator Vision

  • Panelist: James Creech, Founder, Quartermast Advisors

  • Panelist: John Kulback, Partner, Loeb & Loeb LLP

  • Panelist: Jess Hunichen, Co-Founder, Shine Talent Group & Love x Money Ventures

  • Panelist: Dennis Ortiz, Principal, Monitor Deloitte’s Technology, Media & Telecommunications

2:35 PM:

Main Track - Real Estate: Across the Capital Stack

With valuations resetting and financing markets repricing, real estate investors are reassessing not just where to deploy — but where in the stack. This panel brings together three distinct vantage points on the same opportunity set: mortgage-backed credit and structured fixed income, value-add multifamily equity at scale, and ground-up development structured around Opportunity Zone 2.0 and California's Builder's Remedy. Panelists will discuss where they see relative value today, how shifting rate and liquidity dynamics are reshaping underwriting, and how tax and regulatory frameworks are driving the next wave of real estate vehicles.

  • Moderator: Quinn Edwards, Co-Founder, AI for CRE Collective

  • Panelist: Bill Brennan, Senior Vice President of Investor Relations, 29th Street Capital

  • Panelist: Adam Berns, Principal - Berns Properties, Managing Partner - Lakeside Capital Group

  • Panelist: Victor Baev, Chief Investment Officer, E1 Capital | Dundon Advisers LLC

Breakout - Breakout A: Special Invite Only Family Office Sessions with Angelo Robles

3:15 PM - NETWORKING BREAK

3:30 PM - Investing in Space & Defense: The New Frontier of Strategic Capital

Once the domain of governments, space and defense are rapidly becoming investable sectors driven by technological innovation, geopolitical priorities, and increasing private-sector participation. This panel examines how institutional and private investors are gaining exposure to areas such as aerospace infrastructure, satellite technology, and defense innovation. Speakers will explore the intersection of national security and commercial opportunity, and how capital is being deployed into a sector poised for long-term structural growth.

  • Moderator: Darren Eng, Executive Director, LAVA

  • Panelist: Paul Graven, Co-Founder & Chief Marketing Officer, Space Agility

  • Panelist: James Parker, Co-Founder, Leonid Capital Partners

  • Panelist: Michael Segal, Managing Attorney, Eagle Law

4:15 PM - From Capital to Residency: A Fireside Chat on Short-Term Rentals in Portugal

This fireside chat offers a candid look at how investors are using short-term rental real estate in Portugal to align capital deployment with Golden Visa eligibility. The discussion covers market dynamics, regulatory constraints, and operating considerations, along with firsthand insights into structuring investments that meet residency requirements without sacrificing return discipline. The focus is on experience-driven insights, tradeoffs, and how sophisticated investors approach Portugal as both a real estate market and a residency strategy.

  • Featured Speaker: Daniel Daly, Founder, Global Investment Partnership

  • Moderator: Nathan Whigham, Founder and President, EN Capital

4:45 PM- Alcohol & Cannabis: Converging Markets and Capital Opportunities

The lines between alcohol and cannabis are beginning to blur as shifting regulation, consumer preferences, and corporate strategy reshape both industries. This panel explores how investors are evaluating opportunities across branded products, distribution platforms, and emerging THC-infused beverages, as well as the growing involvement of major alcohol companies in the cannabis ecosystem. Speakers will discuss regulatory tailwinds and risks, the impact of evolving legislation, and where capital is finding scalable, defensible opportunities in two historically “vice” sectors that are increasingly moving into the mainstream.

5:30 PM - CLOSING REMARKS

6:00 PM - The Big Party

Special Thanks to our Party Sponsors:

2026 Sponsors

CO-HOSTS

Featured
EFSI
Inti Advisors

PARTY

Featured
BeyondSpirits™
Por Osos Vodka

DIAMOND

Featured
EN Capital

PLATINUM

GOLD

Featured
Garden Capital Management
Geraci LLP
Investment Management Support Solutions
Siganaka Media Group
Space Agility
29th Street Capital

STRATEGIC PARTNERS