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

9:20 AM - State of Alternatives: Allocating in a Fragmented Market

As traditional portfolios face increasing pressure from volatility, inflation, and shifting correlations, alternative investments are moving from optional to essential. This opening panel brings together leading allocators and managers to assess the current landscape across private markets, real assets, and emerging strategies. The discussion will focus on where capital is flowing, how portfolio construction is evolving, and which segments of the alternatives universe are offering the most compelling risk-adjusted opportunities today.

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.

10:45 AM - Networking Break

11:00 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.

11:45 AM - 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.

12:25 PM - LUNCH KEYNOTE

1:25 PM‍ ‍- Special Entertainment Executive Fireside Chat

2:10 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.

2:55 PM - NETWORKING BREAK

3:15 PM - Investing in People, Platforms, and Possibility: The $500B Creator Economy

What began as a fringe segment of digital media has evolved into a global ecosystem of entrepreneurs, platforms, and monetization infrastructure collectively approaching a $500 billion market. This panel explores how investors are gaining exposure across the creator economy—from platform enablement and tooling to direct investment in talent and digitally native brands. Speakers will examine revenue durability, audience ownership, platform dependency risk, and how to underwrite a space where individuals operate as scalable, venture-backed businesses at the intersection of media, technology, and commerce.

4:00 PM - 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.

4:45 PM‍ ‍- The Wealth Manager Perspective: Constructing Portfolios with Alternatives

Wealth managers are on the front lines of portfolio construction, balancing client expectations for growth, income, and capital preservation. This session brings together leading advisors to discuss how they are incorporating alternatives into client portfolios—from private markets and real assets to niche and emerging strategies. The conversation will cover allocation frameworks, client education, liquidity considerations, and how wealth platforms are evolving to meet growing demand for differentiated investment exposure.

5:25 PM - COcktails

7:00 PM - THE BIG PARTY!

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.

9:00 AM - BEHIND THE RETURNS: OPERATIONAL ALPHA IN ALTERNATIVES

Strong operations drive strong outcomes. This session puts the spotlight on the infrastructure that powers great investing—from fund admin and compliance to tech, cybersecurity, and investor reporting. Learn how top managers create operational leverage and scale with confidence.

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 - 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.

11:25 AM - Operational Due Diligence: Underwriting the Manager Behind the Strategy

In an environment where manager dispersion is significant, operational due diligence (ODD) has become a critical component of the investment process. This session examines how allocators evaluate infrastructure, governance, compliance, and risk controls across alternative managers. Panelists will share insights into common red flags, evolving best practices, and how ODD frameworks are adapting to newer strategies and emerging managers in an increasingly complex investment landscape.

12:10 PM - Data Centers: Powering the Digital Economy

As demand for cloud computing, AI, and digital infrastructure accelerates, data centers have emerged as a critical—and capital-intensive—asset class. This panel explores how investors are accessing opportunities across development, ownership, and financing of data center assets. Discussion will focus on power constraints, geographic considerations, tenant demand, and the intersection of real estate and infrastructure in a sector benefiting from powerful long-term tailwinds.

12:50 PM - Lunch Keynote

1:50 PM - 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.

2:35 PM - Real Estate: Capital Rotation and Sector Selection

With capital markets in flux and valuations resetting, real estate investors are reassessing where and how to deploy capital. This panel provides a broad look across sectors and geographies, highlighting where investors see relative value today—from resilient income strategies to opportunistic plays. Speakers will discuss capital stack positioning, financing dynamics, and how shifting demographic and economic trends are influencing long-term investment theses.

3:15 PM - NETWORKING BREAK

3:30 PM - 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.

4:15 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. (Drinks will be served during the panel session)

5:00 PM - CLOSING REMARKS

5:20 PM - CLOSING COCKTAILS