uncorrelated MIAMI 2026

jANUARY 26-28, 2026

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AGENDA

jANUARY 26th - mONDAY

9:00am - 5pm:

Special Uncorrelated Prelude Events (Separate registration required):

5:00PM - 8:00PM:

Uncorrelated Kickoff Party

January 27th - tUESDAY

8:00 AM - REGISTRATION OPENS

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

8:40 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:00 AM - STATE OF ALTERNATIVES

Despite volatility and tighter financial conditions, the alternative investment landscape is entering a period of renewed opportunity driven by repricing, innovation in capital structures, and a growing demand for differentiated, return-oriented strategies. This session provides an investor-led view of where momentum is building across private credit, real estate, private equity, venture, and real assets, and how allocators are positioning to capture upside in the next cycle. The focus is on areas of conviction, structural tailwinds supporting select strategies, and why the current environment increasingly rewards disciplined managers, flexible capital, and long-term thinking.

  • Moderator: Adam Ross, Partner, Abrams Garfinkel & Ross

  • Speaker: Brian Gaffney, Chief Operating Officer, Stonehaven

  • Speaker: Cory Shea, Founding Partner, Clockwork

  • Speaker: Greg Poapst, Managing Partner, Fundviews Capital

  • Speaker: Alan Strauss, Senior Partner, Director of Investor Relations, Crystal Capital Partners

9:45 AM

Main Session: Investing in space & Defense

Space and defense are emerging as increasingly uncorrelated investment themes as geopolitical realignment, national security priorities, and commercial innovation drive sustained demand largely independent of traditional economic cycles. This session explores the expanding opportunity set across aerospace, satellite infrastructure, launch services, defense technology, and dual-use platforms, with a focus on how private capital is accessing markets once dominated by governments. The emphasis is on durable, mission-critical demand, public-private partnerships, and why space and defense are gaining attention as resilient, non-correlated components within diversified alternative portfolios.

Breakout: Allocating to Emerging Managers

Leading early-stage allocators discuss what they look for before committing first outside capital to emerging managers. The panel will explore how seeders and family offices evaluate talent beyond performance—focusing on risk discipline, repeatability, alignment, and operational readiness—and what gives them conviction to partner early. Panelists will also share practical advice for managers seeking institutional backing and how to build durable, long-term allocator relationships from day one.

10:25 AM - NETWORKING BREAK

10:40 AM

Main Session: how AI is enabling fund managers

Artificial intelligence is rapidly moving from experimentation to execution across fund operations, reshaping how managers run leaner, faster, and more scalable investment platforms. This session examines how AI is being applied across the full operating stack—including deal sourcing, underwriting support, investor reporting, compliance, portfolio monitoring, and capital raising—to improve targeting, personalization, and investor engagement. The focus is on practical use cases that enhance efficiency, reduce operating friction, and enable managers to scale both operations and fundraising without proportional increases in headcount.

Breakout: Trading Accelerator Presentations Day 1

The FundSeeder Rise Demo Day marks the culmination of a three-month accelerator in which traders, selected from applicants across the globe, have received structured mentorship and professional guidance to refine their process and presentation. This session is intended for informational and educational purposes only and is not a solicitation or offer to invest in any product or strategy.


During Demo Day, each participant has the opportunity to present their trading approach, historical results, risk management framework, and execution discipline, including how they define and articulate their trading edge.

With multiple traders presenting in a single session, attendees gain exposure to a diverse range of styles, time horizons, and risk profiles, as well as insight into how emerging trading talent communicates its process within a professional setting.

  • Moderator: Emanuel Balarie, Senior Vice President of Business Development, RQSI

11:25 AM

Main Session: Operational due diligence

As allocators place greater emphasis on risk management and institutional quality, operational due diligence has become a critical differentiator in capital allocation decisions. This session incorporates perspectives from firms that specialize in conducting ODD, offering insight into how fund operations are evaluated beyond performance, including governance, controls, compliance, reporting, cybersecurity, and business continuity. The focus is on what experienced ODD providers look for today, common gaps that delay or derail allocations, and how strong operational infrastructure builds allocator confidence and long-term investability.

  • Moderator: Mark Emrich, Managing Director, Citrin Cooperman

  • Speaker: Beste Portnoff, Managing Director and Head of Operational Due Diligence, Bessemer Trust

  • Speaker: Wendy Beer, Principal, Channel Diligence

  • Speaker: Peter Comes, Director, Shadmoor Advisors

Breakout: Special Presentation - Cyber Security

As cybercriminals grow more sophisticated, from deep fakes and ransomware to highly targeted wire fraud, they’re increasingly targeting the trust and transactions between funds and LPs. This session breaks down how these threats are carried out, where firms are most vulnerable, and how policies and training often fall short. Through real-world examples and live polling, we’ll explore practical steps LPs and funds can take to safeguard capital and respond effectively when incidents occur. Attendees will leave with clear, actionable strategies to better protect themselves or their firms in a rapidly shifting threat landscape.

12:10 PM - A Fireside Chat that focuses on Regime Changes

Markets are entering a new phase where yesterday’s winners may become tomorrow’s laggards. In this fireside chat, the conversation examines several long-term and medium-term Transitions or Regime changes currently underway.  The first, is a long-term Regime change from an upward trending market to a sideways trending market.  In conjunction with this Transition, investors can expect International stocks to outperform U.S. stocks.  Additionally, commodities will continue to “shine”.  The second, is a medium-term Regime change from Growth to Value, that will coincide with Small caps stocks outperforming Large cap stocks.  The session connects macro shifts, valuation gaps, and investment product innovations to develop practical portfolio solutions — offering a clear framework for navigating the next era of global markets.

12:50 PM - LUNCH KEYNOTE:

Capital Without Borders: Miami & Dubai

Miami and Dubai have emerged as two of the most influential gateway cities shaping global capital flows, trade, and cross-border investment strategy. This panel brings together diplomatic leadership, chamber executives, private banking, legal, and tax experts to explore how these hubs are increasingly interconnected—and what that means for investors, entrepreneurs, and institutions operating across the Americas, the Middle East, and beyond. The conversation will examine capital formation, geopolitical alignment, regulatory considerations, and the practical realities of doing business between these regions, offering a forward-looking view on how Miami and Dubai function as complementary platforms for global growth.

  • Moderator: Chris Haunschild, Global Tax and M&A Attorney

  • Speaker: Gilbert Antoine Boustany, Ambassador Extraordinary and Plenipotentiary to the United Arab Emirates

  • Speaker: Leon Lamie, Visionary Technology Executive and Investor and Chamber Ambassador, Miami Chamber of Commerce Dubai and Miami Chamber of Commerce Riyadh

  • Speaker: Harout J. Samra, International Attorney Representing Clients in Global Tribunals

  • Speaker: Nick Naamou, Global Business Leader and Co-Founder and Co-Chair of the Miami Chamber of Commerce Dubai

  • Speaker: Yolanda Perez, Senior Private Banker and Co-Founder and Co-Chair of the Miami Chamber of Commerce Dubai

1:50 PM

Main Session: Behind the Momentum: What’s Really Driving Cayman’s Funds and Digital Asset Growth

As global allocators reassess jurisdictional risk and seek scalable, compliant structures, Cayman’s position as the leading offshore hub for investment funds and digital assets continues to strengthen. This session brings together senior practitioners from across Cayman’s financial ecosystem to explore the key forces shaping the jurisdiction’s competitive edge—from regulatory alignment with global standards to the evolution of fund structures, governance, and tokenisation. 

Discussion will focus on how Cayman balances innovation with international compliance expectations, the operational readiness required to support institutional capital, and the emerging opportunities that will define the next phase of alternative investment growth. Attendees will gain a clear view of why Cayman remains the jurisdiction of choice as investors look toward 2026 and beyond.

  • Moderator: Samantha Widmer, Director and Head of Funds & Capital Markets, Cayman Finance

  • Speaker: Maurice Berkower, CEO – Berkower LLC, Co-Founder – Rankin Berkower (Cayman) Ltd.

  • Speaker: Jerome Ebanks, CEO, Fundbank Ltd. Cayman Islands

  • Speaker: Tammy Jennissen, Director, Carne Global Financial Services (Cayman) Limited

  • Speaker: Louise Somers, Head of Tax Reporting Services, Walkers Professional Services

Breakout: Compliance as Infrastructure: Building Durable Investment Platforms

Compliance has become a core component of any credible investment platform, directly influencing capital access, counterparties, and long-term scalability. This session focuses on the practical compliance considerations fund managers face today—covering marketing, investor communications, governance, and operational controls—while highlighting how firms can meet regulatory expectations without slowing execution. The goal is to frame compliance as enabling infrastructure, not friction.

  • Moderator: Kuber Mehta, Partner, Financial Services, Withum

  • Speaker: Fizza Khan, Founder & CEO, Silver Regulatory Associates

  • Speaker: David S. Proskin, Managing Director, Integrated Investment Solutions, LLC

2:35 PM

Main Session: institutional ALLOCATOR outlook

Institutional allocators are navigating a more complex investment environment defined by higher rates, deeper manager scrutiny, and a renewed focus on downside protection and portfolio construction. This session provides a forward-looking view into how pensions, endowments, foundations, insurance platforms, and large family offices are thinking about alternatives today, including where allocations are increasing, where caution remains, and how manager selection criteria are evolving. The emphasis is on strategic priorities, pacing, and conviction areas shaping institutional portfolios over the next phase of the cycle.

3:15 PM - NETWORKING BREAK

3:30 PM

Main Session: operational excellence

Operational excellence has become a defining factor in which managers attract capital and scale successfully in today’s alternative investment landscape. This session focuses on the systems, processes, and organizational discipline that separate institutional-quality platforms from the rest, spanning governance, reporting, technology, compliance, and internal controls. The emphasis is on how strong operations support better decision-making, reduce risk, enhance investor confidence, and enable sustainable growth across market cycles.

5:00 PM

Main Session: Mapping the Private Credit Opportunity Set

Private credit continues to expand its role in the alternative investment landscape as borrowers and investors seek flexible capital solutions outside traditional banking channels. This session examines how private credit strategies are evolving across direct lending, specialty finance, asset-based lending, and structured credit. The discussion focuses on where opportunity is emerging, how managers are navigating competition, pricing, and underwriting discipline, and what differentiates durable strategies from crowded trades. Emphasis is placed on capital protection, risk management, and portfolio construction, and why private credit remains a compelling source of income and downside resilience across market cycles.

  • Moderator: J. Michael Silvia, Managing Director, CBIZ

  • Speaker: Romulad Beneche, Head of Investor Relations and Business Development, Iris International

  • Speaker: Sanjay Pant, Co-Founder & Managing Member, IP Edge LLC

  • Speaker: Edward Ho, Director of Business Development, Bow River Capital

6:00 PM - THE BIG PARTY

Pool deck - Oceanside: Our highly anticipated Tuesday 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 gather the broadest cross-section of the alternative investment community in Miami Beach, creating a space where LPs, investors, fund managers, and service providers can connect seamlessly.

9:00 AM to 6:00 - All Day Networking

The Networking Lounge 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.

January 28th - Wednesday

8:00 AM - REGISTRATION OPENS

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

9:00 AM

Main Session: REAL estate

Real estate is entering a new phase defined by repricing, selective distress, and renewed opportunity for well-capitalized and disciplined investors. This session explores how capital is approaching real estate today across equity, debt, and structured strategies, with attention to sector-level dynamics, shifting risk perceptions, and evolving underwriting assumptions. The focus is on where conviction is emerging, how experienced operators are navigating the current environment, and why real estate remains a foundational component of alternative portfolios despite near-term uncertainty.

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

  • Speaker: Paul Coelho, Managing Partner & Co-Chief Investment Officer
    ERI

  • Speaker: Paul Padovani, Chief Investment Officer, Innovative Capital Solutions

  • Speaker: Cary Segall, Vice President of Equity | Capital Markets, Real Capital Solutions

Breakout: Trading Accelerator Presentations Day 2

The FundSeeder Rise Demo Day marks the culmination of a three-month accelerator in which traders, selected from applicants across the globe, have received structured mentorship and professional guidance to refine their process and presentation. This session is intended for informational and educational purposes only and is not a solicitation or offer to invest in any product or strategy.


During Demo Day, each participant has the opportunity to present their trading approach, historical results, risk management framework, and execution discipline, including how they define and articulate their trading edge.

With multiple traders presenting in a single session, attendees gain exposure to a diverse range of styles, time horizons, and risk profiles, as well as insight into how emerging trading talent communicates its process within a professional setting.

  • Moderator: Emanuel Balarie, Senior Vice President of Business Development, RQSI

9:45 AM

main session - Allocating to Alternatives using PPLI & PPVA

An increasing number of sophisticated ultra-high net worth and family office investors are utilizing Private Placement Life Insurance (“PPLI”) and Private Placement Variable Annuity (“PPVA”) as a tax-efficient asset location on their balance sheet. These solutions can be especially impactful for clients that desire access to alternative strategies. Learn how leading RIAs are leveraging bespoke Separate Managed Account (“SMA”) programs for PPLI/PPVA, to improve the net-of-tax returns and long term planning outcomes for their clients.

Breakout 1: Appealing to the Appetites of Global Investors

A look at policies and programs designed to attract global investors – Do successful policies drive the smart money?

This panel explores how jurisdictions are using taxation, incentives, and services to compete for global capital. Panelists will highlight which policies are proving effective and who is finding real value in them, from institutional capital to family offices and strategic players. The discussion will examine whether successful policy design is attracting long-term, sophisticated capital or merely driving short-term flows.

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

  • Speaker: Mark Pedretti, Global Chair, Private Equity Group, Reed Smith
    Got it

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

  • Speaker:  Charles Lorum, Deputy Head of Investment Promotion, InvestHK

Breakout 2: Uncorrelated crypto mastermind (Invite Only - Apply Here)

  • Mastermind Facilitator: Dan Hubscher, Founder and Managing Director, Changing Market Strategies LLC

  • Speaker: Michael Terpin, Founder and CEO, Transform Ventures, Author, Bitcoin Supercycle

10:25 AM - NETWORKING BREAK

10:40 AM

Main Session: Investing in AI

This session examines how investors are gaining exposure to artificial intelligence beyond public equities and headline venture rounds. Speakers will explore where capital is being deployed across infrastructure, data, compute, software, and applied AI, and how these investments fit within institutional and private-wealth portfolios. The discussion focuses on differentiating durable AI opportunities from hype, evaluating risk and scalability, and understanding the structures and time horizons best suited for capturing long-term value in this rapidly evolving space.

  • Moderator: Alex Cummings, Leader Tax - Alt Investments, Akram & Associates CPAs

  • Speaker: Paul Palmieri, Managing Partner and Co-Founder, Grit Capital Partners

  • Speaker: Blair S. Lilford, Founder & Chief Executive Officer, Kompute AI

  • Speaker: Chuck Stormon, General Partner, StartFast Ventures

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

Breakout: Family Office Perspectives

This session offers a candid look at how family offices are approaching alternative investments in the current market environment. Panelists will share how families are allocating across private credit, real assets, hedge strategies, and niche opportunities, and how priorities around liquidity, risk, and control are shaping portfolio construction. The discussion highlights how family offices evaluate managers, think about concentration versus diversification, and adapt their allocation strategies as markets, regulations, and opportunity sets evolve.

11:25 AM

Main Session: Navigating the New Frontiers of Trading: A Macro Perspective

Join us for a dynamic panel discussion where industry leaders unpack the forces reshaping today’s global trading environment. This session explores the macro trends influencing market behavior—ranging from market structures, regulation, rate cycles and liquidity conditions to volatility regimes, cross-asset correlations, and the rise of next-gen trading technologies. Attendees will gain a clear, actionable view of how the current market structure is shifting and what opportunities and risks traders should anticipate in the months ahead.

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

  • Speaker: Adam Cohn, VP, Head of Trading Operations, TradeStation

  • Speaker: Will Vranos, Co-Founder & CEO, Green Key Trading

12:10 PM

Main session: CRYPTO - IS 2026 THE YEAR?

After multiple boom-and-bust cycles, crypto is entering a more mature phase marked by clearer regulation, institutional infrastructure, and real-world use cases. This session explores whether 2026 represents a true inflection point for digital assets, examining adoption trends across tokenized funds, digital asset treasuries, payments, and blockchain-based infrastructure. The focus is on where lasting value is being created, how institutional participation is evolving, and whether crypto is transitioning from speculative trade to a durable component of alternative portfolios.

  • Moderator: Michael Terpin, Founder and CEO, Transform Ventures, Author, Bitcoin Supercycle

  • Speaker: Sam Gaer, Chief Investment Officer, Monarq Asset Management

  • Speaker: Chris Sullivan, Co-Portfolio Manager, Hyperion Decimus

  • Speaker: Lorenzo Abbatiello, CPA, Partner, Mastermind Virtual Family Office

Breakout: Direct Deals: Executing Outside the Fund Structure

As institutional investors and family offices seek greater control, transparency, and fee efficiency, direct deals are becoming a core part of private-market portfolios. This session examines how experienced investors source proprietary opportunities, underwrite risk, structure alignment, and manage execution without relying on traditional fund vehicles. From co-investments to fully led transactions, the conversation focuses on what it actually takes to scale direct investing without blowing up governance, bandwidth, or risk management.

12:50 PM - Lunch Keynote:

Sports as an asset class

Please join us for a lunchtime discussion featuring Pedro Félix da Costa, founding partner and Chief Commercial Officer at APEX, a leading investment firm in sports, media, and entertainment.

As reported in Forbes, Bloomberg, the Sports Business Journal, APEX is an EU-based venture capital and private equity manager with famous athletes as LPs.

Sports investing goes beyond the NFL and European football teams. APEX’s holdings include TMRW Sports, a virtual and physical golfing platform by Tiger Woods and Rory McIlroy, and Alpine F1 Team.  

Da Costa will explain how sports and its ecosystem are becoming more attractive and accessible as an asset class globally.

1:50 PM

Main Session: WEALTH MANAGER PERSPECTIVE

Family offices and wealth managers are operating in an environment that demands both capital preservation and thoughtful growth, with increasing emphasis on diversification, control, and long-term alignment. This session highlights how these allocators are approaching alternative investments today, including portfolio construction, manager selection, and risk management across market cycles. The focus is on evolving priorities, structural considerations, and how family offices and wealth managers are positioning portfolios to balance opportunity, resilience, and generational objectives.

Breakout: SPACs and Beyond: Mining Complexity for Alpha in Public Markets

This session explores how sophisticated investors use complexity, structural inefficiencies, and misunderstood corners of public markets to generate differentiated alpha. Using SPACs as a starting point, the discussion expands to related strategies across special situations, corporate actions, post-reorg equities, and other complex public-market opportunities. Speakers will examine where dislocations persist, how risk is managed through volatile market cycles, and what skill sets and structures are required to consistently extract returns from complexity-driven strategies in today’s public markets.

  • Speaker: Louis Camhi, Chief Investment Officer, RLH Capital, LLC

  • Speaker: Vikas Mittal, Managing Member & Chief Investment Officer, Meteora Capital

2:35 PM

Main Session: OPTIONS TRADING

Options trading has become an established and widely adopted strategy for investors seeking income generation, risk management, and precision in expressing market views across different market regimes. This session focuses on how options are being used systematically to enhance portfolio outcomes, manage volatility, and improve capital efficiency. The emphasis is on structured, repeatable approaches and the role options strategies play as a core component alongside traditional and alternative investment allocations.

Breakout: Special Presentation - Ikonic Yachts

IKONIC Yachts serves as a boutique yachting family office, providing comprehensive acquisition, charter, sales, and advisory services exclusively for high-net-worth individuals and family offices.

Ikonic presents on the current state of the yachting industry, and how their offering intersects with the family offices often tasked with overseeing the acquisition, ownership, and sale of these assets. 

3:20 PM - NETWORKING BREAK

3:30 PM

Main Session: partnering with service providers

Strategic partnerships with service providers have become increasingly important as investment managers and operators seek to scale efficiently, manage complexity, and meet rising institutional standards. This session focuses on how firms are working with legal, accounting, technology, compliance, insurance, and operational partners to strengthen their platforms without building everything in-house. The emphasis is on selecting the right partners, aligning incentives, and leveraging external expertise to enhance execution, reduce risk, and support long-term growth.

4:15 PM - Global Capital in Motion: Policy, Markets, Structures, it’s all macro

Strong performance in international public markets during 2025 has renewed investor attention on global opportunities. This panel explores the forces influencing major investment decisions worldwide. Speakers will share perspectives on how leading investors and managers are positioning capital today. The discussion will focus on identifying opportunity amid structural and macro-driven market shifts. The session provides a timely framework for navigating a rapidly evolving global investment landscape.

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

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

  • Speaker: Hugo Della Motta, Founder & Managing Partner, Vanderlu Strategic Partners

  • Speaker: Mark Pedretti, Global Chair, Private Equity Group, Reed Smith

5:00 PM - 361 investor PERSPECTIVE

9:00 AM to 6:00 - 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.

Sponsors

CO-HOSTS

Featured
EFSI
Inti Advisors

DIAMOND

Featured
Dime Community Bank
Harbor Capital
Market Rebellion
ZEDRA

PLATINUM

GOLD

STRATEGIC PARTNERS