AGENDA

mONDAY, January 25, 2027

9:00am - 5pm:

8:30 - 9:15 am - Registration & Networking

9:15 - 9:30 am - Opening Remarks

9:30 - 10:15 AM - Session 1:
Investor Sourcing & Capital Formation

• The Current Market for LP Investors

• Positioning Your Fund to Raise Capital

• Branding, Branding, Branding

• Building a Sustainable Fundraising Pipeline

Moderator: Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Speaker: Kevin Fu, Founder & CEO, Repool

Speaker: Adam Ross, Partner, Abrams Garfinkel & Ross

Speaker: Raj Mahale, Partner, Investment Management, M&A, and International Transactions, KPPB LAW

10:15 - 11:00 am - Session 2:
How Investors Evaluate Managers

• What Family Offices, Wealth Advisors, and Institutional Investors Look For

• The Biggest Mistakes Managers Make

• Building Trust Before the First Meeting

• Differentiating Your Fund in a Crowded Market

Moderator: Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Speaker: David Goldstein, Director, Product - Fund Services, STP Investment Services

Speaker: Art Holly, Head of Liquid Alternative Investments and Public Equities, Stone Temple Partners LLC

11:00 - 11:15 AM - Morning Break

11:15 am - 11:35AM - Session 3A:
Marketing Materials That Raise Capital

Fireside Chat Featuring William Hollis

• Pitch Books and Presentation Best Practices

• Executive Summaries and One-Pagers

• DDQs and Due Diligence Materials

• Common Mistakes That Turn Investors Away

Moderator: Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Speaker: William Hollis, Co-Founder, Capital Advisory AI

11:35 am - 12:00 PM - Session 3B:
Holy Grail of Marketing, How to Achieve Optimal Marketing Using AI and Beyond

Moderator: Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Speaker: Greg P. Licciardi, Author: Holy Grail of Marketing, How to Achieve Optimal Marketing Using AI and Beyond | Adjunct Professor of Marketing, Fordham & Seton Hall Universities | VP Sponsorships & Partner Programs, ANA (Association of National Advertisers)

12:00 - 12:45 PM - Session 4:
Alternative Investment Platforms & STructures

• How can I get access to the growing retail market or private wealth marketplace? 

• I’m hearing more about interval funds – what are they and why should I consider launching one?

• What is the time commitment and financial outlay to launch an SEC registered fund like an interval fund?

• Can I still charge performance fees in an SEC registered fund?

• Do fund platforms prefer interval / tender offer funds over drawdown funds?

Moderator: Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Speaker: John Pileggi, Managing Director, Alpha G

Speaker: Kimberly Flynn, Founder & President, XA Investments

12:45 - 1:45 PM - Lunch & Keynote Address

Featured Keynote Speaker: Marc Gabelli, CEO, Gabelli Group

Moderator: Anthony D. Mascia, Co-Founder & Managing Partner, EFSI

1:45 - 2:15 PM - Session 5:
Getting on the Radar:
The Critical Role of Database Reporting

Fireside Chat Featuring Trisha O'Donnell

• Understanding the Database Landscape

• How Family Offices, Wealth Advisors, Ultra-High-Net-Worth Investors, Institutional Allocators, and Consultants Discover Managers

• The Importance of Reporting to Databases and Research Platforms

• Best Practices for Reporting and Maintaining Fund Information

• Common Mistakes and How to Avoid Them

• Building Visibility and Credibility with Investors

Moderator: Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Speaker: Patricia O’Donnell, Founder & CEO, IMSS, LLC

2:15 - 3:00 pm - Session 6:
Raising Your Profile: How Media Coverage Can Accelerate Fund GrowTH

• When a Prospect Googles Your Name, What Do They Find?

• Why Third-Party Validation Matters to Investors

• What Makes a Fund Manager Newsworthy

• Building Relationships with Journalists and Industry Publications

• Creating Thought Leadership That Attracts Investors

• Leveraging Media Coverage Throughout the Due Diligence Process

• Turning Public Relations into a Capital Formation Tool

Moderator: Dan Sondhelm, Founder & CEO, Sondhelm Partners

Speaker: Lisa Fu, Financial Reporter, Creditflux

Speaker: Henry Greene, Senior Investment Strategist, KraneShares

Speaker: Bailey McCann, News Editor, Opalesque

3:00 - 3:15 pm - Afternoon Break

3:15 - 4:00 pm - Session 7:
The landscape for raising capital in Europe

• Moderator: Matt Garrett, Founder / Macro Strategist, Strata Analytics

• Speaker: John Lowry, Founder and CEO, Seeker Capital

• Speaker: John Pavia, Managing Partner, Siena Lane Partners

4:00 - 4:45 pm - Session 8:
The Tax Impact of Innovation charity

Speaker: David Weild IV, Founder, Chairman & CEO, Weild & Co. Inc

Speaker: William Tanenbaum, Principal, Recombinant Diagnostics MGMT

Speaker: Stuart Brisgel, Financial Advisor, B1 Financial | Recombinant Diagnostics MGMT

4:45 - 5:00 PM - Session 9:
The Do's and Don'ts of Raising Assets

• The Biggest Mistakes Managers Make When Raising Capital

• What LPs, Family Offices, and Wealth Advisors Wish Managers Understood

• Effective Follow-Up vs. Over-Follow-Up

• Common Due Diligence and Marketing Pitfalls

• Building Credibility with Prospective Investors

Speaker: Peter Murrugarra, Co-Founder & President, Inti Advisors

Speaker: Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

5:00 PM - Conference Concludes

9:00 AM to 5:00 - All Day Networking

The Networking Lounge—you’ve heard about it already—is where investor roundtables, networking, and Diamond and Platinum Sponsor Tables come together to create a hive of activity. Think of it as the conference's social epicenter, where connections happen and deals start brewing, all while you grab another coffee and dive into meaningful conversations.