AGENDA

november 10th - monday

8:00 AM - REGISTRATION OPENS

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

9:00 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:10 AM - THe Cayman Islands as the Premier Funds Jurisdiction

• Speaker: Samantha Widmer, Associate Director of Funds and Capital Markets, Cayman Finance

9:20 AM - intro to THE CAYMAN ISLANDS. A JURISDICTION OF CHOICE FOR FAMILY OFFICES

The Cayman Islands has emerged as a premier jurisdiction of choice for family offices, offering a unique combination of tax neutrality, sophisticated legal structures, and a world-class financial services ecosystem. With its stable regulatory framework, global connectivity, and growing reputation as a hub for innovation, Cayman provides family offices with the tools to preserve wealth, enhance privacy, and access international investment opportunities. This session introduces the key advantages of establishing and operating in Cayman, and why it continues to attract families seeking a trusted base for global capital.

• Moderator: Maxine Bodden Robinson, Founder, IMG Trust

• Speaker: Sue Nickason, Vice President, Dart Family Office

• Speaker: Jennifer McCarthy, Head of Client Services & Operations, TechCayman

• Speaker: David H. Schow, Partner, FrancisGrey

10:15 AM - fireside chat: the next decade of alternative investments

The alternatives industry is at an inflection point. As private markets mature, capital flows globalize, and technology reshapes every asset class, the next decade will look markedly different from the last. In this candid fireside chat, leading voices in alternatives share their perspectives on where growth will come from, how investor expectations are shifting, and which strategies will define the future of the industry.

• Speaker: Raoul Pal – Co-Founder and CEO of Real Vision Group & CEO / CIO of Exponential Age Asset Management (EXPAAM) 

• Speaker: Jon Najarian, Co-Founder, Market Rebellion

11:05 AM - NETWORKING BREAK

11:20 AM - Tokenization and Stablecoins: Building the Bridge Between Traditional Finance and On-Chain Markets

Tokenization and stablecoins are rapidly transforming how assets are issued, traded, and settled—bringing real-world value onto blockchain rails. As institutional adoption accelerates, stablecoins are emerging as the settlement layer for global capital markets, while tokenization enables fractional ownership, enhanced liquidity, and programmable compliance across asset classes. From private credit and real estate to fund structures and payments, this panel examines how tokenization and stablecoins are redefining capital formation, the regulatory and custody challenges shaping their trajectory, and the infrastructure being built to connect traditional finance with the on-chain economy.

• Moderator: Michael Bacina, Deputy Chair, Blockchain Association of the Cayman Islands & Co-Founder NXT Law

• Speaker: Douglas Spencer, Founder, Monetaforge

• Speaker: Barbara Iyayi, Co-Founder & CEO, Liquid Credit

• Speaker: Jay Madhu, Chairman & Chief Executive Officer, Oxbridge / SurancePlus

• Speaker: David Chapman, Investment Partner, Silvermine Capital

• Speaker: Hugo Jeandesboz, Portfolio Manager, Coinbase AM Solutions

12:15 PM - Allocator Perspectives: Where the Capital Is Flowing Next

This panel brings together leading allocators, family offices, and wealth managers to share their outlook on the alternative investment landscape. Panelists will discuss where they are deploying capital today, how they evaluate emerging managers and niche strategies, and the key factors shaping portfolio construction in 2026 and beyond. From private credit and real assets to digital and data-driven opportunities, this conversation offers managers a direct window into the priorities, challenges, and decision-making frameworks of those writing the checks.

• Moderator: Peter Murrugarra, Co-Founder & President, Inti Advisors

• Speaker: Giovanni de Francisci, Portfolio Manager, Petschek Trust

• Speaker: Daniel Jisa, Managing Director, MBX Group

• Speaker: Alessandro Sax, Director of Wealth Management, Five Continents

1:05 pM - Lunch keynote fireside chat

• Speaker: Grant Cardone, Founder & CEO, Cardone Capital

• Speaker: Marc X. LoPresti, CEO & Senior Market Strategist, Market Rebellion

2:05 PM - the future of DIGITAL ASSET Treasuries

Digital Asset Treasuries (DATs) are redefining how capital is raised, managed, and deployed across the alternative investment landscape. By combining the liquidity and transparency of digital assets with the stability of real-world investment structures, DATs are enabling a new generation of balance sheet strategies. From private funds and real estate to credit and collectibles, DATs and tokenization are unlocking efficiencies, enhancing capital agility, and broadening investor access. This panel explores the evolution of DATs, the regulatory frameworks guiding their adoption, and how these treasury structures could reshape the global flow of alternative capital.

• Moderator: Jon Najarian, Co-Founder, Market Rebellion

• Speaker: Grant Cardone, Founder & CEO, Cardone Capital

• Speaker: Allan Marshall, Chief Executive Officer and Director, Upexi, Inc.

3:00 PM - Structuring Success: Cayman’s Role in Emerging Market Private Equity

Private equity activity across the UAE, Africa, and Latin America is accelerating as investors pursue growth, diversification, and exposure to the world’s most dynamic emerging markets. From Gulf capital flowing into African infrastructure and fintech to Latin America’s expanding consumer and energy sectors, cross-regional investment is reshaping global private markets. This panel will explore how leading fund managers are structuring deals, mitigating political and regulatory risk, and capturing value in these regions—while highlighting why the Cayman Islands continues to serve as the preferred jurisdiction for private equity funds connecting capital from the Middle East and the Americas to opportunities across the Global South.

• Moderator: Richard Maparura, Senior Executive, RF Bank & Trust (Cayman) Limited

• Speaker: Candice Czeremuszkin, Managing Partner, Moore in the Cayman Islands, Moore Global, Private Equity Sector Lead

• Speaker: Santiago Mtnez-Carvajal, Senior Legal Consultant, Vale Law

• Speaker: Jonathon C. Tyler, Chief Executive Officer, Symphony Capital

3:50 PM - NETWORKING BREAK

4:05 PM - HIDDEN NICHES: STRATEGIES BEYOND THE MAINSTREAM

Some of the most compelling investment opportunities live outside the spotlight. From overlooked corners of credit and real assets to unconventional structures and emerging asset classes, niche strategies can deliver diversification and uncorrelated returns where mainstream categories cannot. This panel brings together managers who specialize in finding alpha in the hidden niches of alternatives — strategies that defy categorization but can play a powerful role in forward-looking portfolios.

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

• Speaker: Conrad Wicker, Founder & Managing Partner, Amplifi

• Speaker: Robert D. Straus, General Partner, Aquidneck Advisors

• Speaker: Sean Graham, CEO, Karman Line

5:00 PM - The Consumer Edge: Investing in the Next Generation of CPG and Lifestyle Brands

Consumer packaged goods (CPG) are entering a new era driven by shifting demographics, digital-native distribution, and the blending of lifestyle and product ecosystems. From functional beverages and health-focused consumables to boutique spirits and luxury goods, investors are finding differentiated opportunities in brand-driven growth and tangible asset plays. This panel explores emerging investment themes across CPG, including supply-chain innovation, data-driven marketing, and evolving consumer preferences — as well as the financing structures, valuation models, and strategic exits shaping this rapidly changing category.

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

• Speaker: Ryan La Valle, Managing Partner, ASM Capital Partners

• Speaker: Daniel Jisa, Managing Director, MBX Group

7:00 PM - THE BIG PARTY

Our highly anticipated Monday evening cocktail party will be a can’t-miss experience, featuring an immersive visual display and curated DJ sets playing music at an enjoyable, conversational volume. This event is designed to create a space where LPs, investors, fund managers, and service providers can connect seamlessly.

november 11th - tuesday

9:00 AM - INVESTOR LED ROUNDTABLES

9:55 AM - Intelligent Capital: Designing the Next Generation of Fund Infrastructure

The future of funds is not just digital — it’s intelligent, interoperable, and structurally creative. This session explores how new architectures for fund design — blending AI-driven operations, programmable capital, and on-chain transparency — are reshaping how investment vehicles are built, governed, and scaled globally. From tokenized fund layers to real-time reporting and cross-border liquidity flows, the conversation looks at how design thinking, policy innovation, and technology are converging to reimagine financial infrastructure for the next decade.

• Moderator: Johnine Kilgallon, Managing Director, Sales, SS&C GlobeOp

• Speaker: Douglas Spencer, Founder, Monetaforge

• Speaker: Lucia Gallardo, Founder, Emerge

• Speaker: Adam Sax, Managing Partner, Translunar 2

• Speaker: Karen Kerby, CPA, Partner, Prager Metis

11:00 aM - closing remarks & wrap up