Agenda

Manager Growth Series
1:30 - 4:30 pm

1:30 pm - REGISTRATION OPENS

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

1:40 PM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from the conference hosts:

Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Peter Murrugarra, President & Co-Founder, Inti Advisors

1:45 PM - 2:15 PM - Session 1: Turning Investor Interest into Long-Term Capital

• Reading Investor Signals: Knowing when an LP is genuinely interested—and when they are simply being polite

• Creating Momentum Without Manufacturing Urgency: How to move prospects forward without overselling or applying too much pressure

• Managing the Long Fundraising Cycle: Staying relevant with investors who may take months—or years—to allocate

• Knowing When to Push, When to Pivot, and When to Move On: Allocating your own fundraising time more effectively

• Turning Investors into Advocates: Building relationships that can lead to referrals, introductions, and future capital

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

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

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

2:15 - 2:45 Pm - Session 2: Beyond the Vendor Relationship - Making Service Providers Strategic Partners

• Selecting the Right Partners for Each Stage of Growth: Matching your administrator, legal, audit, technology, banking, and other providers to where your firm is today—and where it is going

• Looking Beyond the Service Provided: Evaluating a provider’s network, industry involvement, market intelligence, and ability to make meaningful connections

• Leveraging Service Providers for Connectivity: How strong provider relationships can lead to investor introductions, event invitations, speaking opportunities, and broader industry visibility

• Supporting the Firms That Support You: Why managers should show up, participate, and support provider-sponsored events and initiatives when invited

• Building a Two-Way Relationship: The managers who get the most from their providers are often those who treat the relationship as a partnership rather than a transaction

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

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

Speaker: Matthew Bobrow, Co-Chair, Investment Fund Formation & Management Practice, Fox Rothschild LLP

2:45 - 3:00 pm - NETWORKING BREAK

3:00 - 3:30 pm - Session 3: Alternative Investment Platforms & Structures

• What Are the Different Types of Alternative Investment Platforms—and How Do They Differ?

• Which Platforms Provide Access to RIAs, Wealth Advisors, Family Offices, and Other Investors?

• What Do Platforms Look for When Deciding Which Managers and Funds to Add?

• How Do Fund Structure, Liquidity, Track Record, AUM, and Strategy Affect Which Platforms Are Available to You?

• Does Getting Listed Actually Lead to Capital—or Are You Just One of Hundreds of Funds Competing for Attention?

• How Much Marketing and Distribution Support Do Platforms Really Provide—and How Much Is Still Left to the Manager?

Moderator: Nathan Whigham, Founder and President, EN Capital

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

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

3:30 - 4:00 PM - Session 4:
The Tax Impact of Innovation charity

Speaker: William Tanenbaum, Principal, Recombinant Diagnostics MGMT

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

4:00 -4:30 PM - Session 5:
Inside the Single-Family Office Investment Process

• How single-family offices source and identify fund opportunities

• What drives manager and strategy selection

• How they evaluate, diligence, and make investment decisions

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

Speaker: Daniel Jisa, Managing Director, MBX Group

Speaker: Jennifer Morrissey, Director, MBX Group

4:30 pm - Conference Concludes:
CLOSING REMARKS

7:00 PM - Cooke House Classic Cocktails - “The Big Party”

THE BIG PARTY REGISTRATION