Context Summits

Miami 2020

JANUARY 29 - 31, 2020FONTAINEBLEAU HOTEL, MIAMI BEACH, FL

January 29, 2020

8:30am - 5:30pm

Context Thought Leadership Day presented by Jefferies – Fontaine

7:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

7:00am - 9:00am

Breakfast – Fleur De Lis/Strip Steak

8:30am - 8:55am

Presentation on Powerful Pitching & Memorable Public Speaking

Speaker
Julie Galdieri
Julie Galdieri
Founder and Principal, Loquent

 

Prepare for one-on-one meetings and beyond by refining your pitching skills, your message, and your personal presence. Join speech coach and media trainer Julie Galdieri to learn the secrets for crafting a compelling narrative, making a real connection, and creating a lasting impression. Step forward in a new way, and bring your personal power and suite of knowledge fully to the opportunities at Context Summits.

, Founder and Principal Loquent
9:00am - 9:15am

Context Thought Leadership Day Welcome Remarks

Speaker
Simone Sobel
Simone Sobel
Managing Director, Investor Relations, Context Summits

 

Simone Sobel is Managing Director at Context Capital Partners. Simone manages the Investor Relations efforts for Context Capital and Context Summits, and manages Context Family Network, an exclusive community comprised of high quality single family offices.

 

, Managing Director, Investor Relations Context Summits
9:15am - 9:30am

Context 365 – Connecting the Alternative Investment Industry Year-Round

Speaker
Ron Biscardi
Ron Biscardi
CEO, Context Summits,

Ron Biscardi is Chief Executive Officer of Context Summits, the leading producer of events for the alternative asset management industry and Context 365, an online solution for the alternative investment community where members can access our exclusive network of allocators, investment managers and service providers year-round.

, CEO, Context Summits
9:30am - 10:15am

Keynote 

Speakers
Michael Novogratz
Michael Novogratz
Founder, CEO and Chairman, Galaxy Digital,

 

Mr. Novogratz was formerly a Partner and President of Fortress Investment Group LLC. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected Partner in 1998.

, Founder, CEO and Chairman, Galaxy Digital
Moderated by
Erik Schatzker
Erik Schatzker
Reporter, Bloomberg,

 

 

Erik Schatzker is an editor at large with Bloomberg Television, where he hosts interviews with newsmakers in global finance, investing, and policy-making. He writes for Bloomberg Businessweek, where he broke the news of an FBI investigation into allegations of IP theft by Chinese telecom giant Huawei.

, Reporter, Bloomberg
Introductions by
Patrick McCurdy
Patrick McCurdy
Managing Director, Wells Fargo,

 

Patrick McCurdy is a Managing Director at Wells Fargo.

, Managing Director, Wells Fargo
10:15am - 11:00am

Modern Monetary Theory vs. Keynesian Debate

Speaker
Stephanie Kelton
Stephanie Kelton
Professor of Public Policy & Economics, , Stony Brook University

Stephanie Kelton is Professor of Public Policy & Economics at Stony Brook University.

, Professor of Public Policy & Economics, Stony Brook University
Mohamed A. El-Erian
Mohamed A. El-Erian
Chief Economic Advisor, Allianz,

 

Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council from 2007 to 2014, is a columnist for Bloomberg View and a contributing editor at the Financial Times.

, Chief Economic Advisor, Allianz
Moderated by
John Culbertson
John Culbertson
President & CIO, Context Capital Partners,

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. John is the Chief Investment Officer at Context Capital Partners.

, President & CIO, Context Capital Partners
Introductions by
Shelley Rosensweig
Shelley Rosensweig
Partner, Haynes and Boone,

 

Shelley structures and organizes domestic and offshore alternative investment funds.

, Partner, Haynes and Boone
11:00am

Morning Refreshments

11:30am - 12:15pm

Endowment and Foundation Allocator Roundtable

Speaker
Jonathan Farrar, CFA
Jonathan Farrar, CFA
Wesleyan University,

 

Jonathan joined the Investments Office at Wesleyan University in October of 2014.

, Wesleyan University
Brooke Jones
Brooke Jones
Director of Investments, Carnegie Corporation of New York,

 

As the Corporation’s director of investments, Ms. Jones co-leads its overall Marketables portfolio strategy, which includes long-only, absolute return, and fixed income mandates. As part of this role, Ms. Jones serves as the primary lead on the Corporation’s emerging markets public and private equity mandates. Ms. Jones is also the primary lead on half of the hedge fund portfolio, which is managed under a generalist coverage model.

, Director of Investments, Carnegie Corporation of New York
Neamul Mohsin
Neamul Mohsin
Director, Oxford University Endowment Management,

 

Neamul has been with Oxford University’s Investment Office for 8 years and has responsibility for sourcing investment opportunities across all asset classes and geographies.

, Director, Oxford University Endowment Management
Donna Snider
Donna Snider
Managing Director, , Kresge Foundation

 

Ms. Snider joined The Kresge Foundation in 2009 and has responsibility for evaluating investment opportunities across all asset classes as well as oversight for the internal trading activity.

, Managing Director, Kresge Foundation
Moderated by
Rahul Moodgal
Rahul Moodgal
Partner, Investor Relations and Business Development, Parvus Asset Management,

 

Rahul Moodgal has 21+ years of experience in financial services. He helps firms across the world build out their businesses. He is currently a Director & Partner at Parvus Asset Management, a Fund Director to the Cederberg Greater China Funds, a Business Advisor to Falcon Money Management amongst other roles. He is an angel investor with numerous start-ups and also serves in some formal capacity with six non-for-profits.

 

, Partner, Investor Relations and Business Development, Parvus Asset Management
Introductions by
Leor Shapiro
Leor Shapiro
Managing Director, Global Head of Capital Intelligence, Jefferies,

 

Leor Shapiro is a Managing Director and Global Head of Capital Intelligence at Jefferies.

, Managing Director, Global Head of Capital Intelligence, Jefferies
12:15pm - 1:15pm

Lunch & Networking – Glimmer Ballroom – 4th Floor

1:15pm - 2:00pm

Fireside Chat with Molly Bloom

Speaker
Molly Bloom
Molly Bloom
Bestselling Author, and Entrepreneur

 

Molly Bloom is an inspirational keynote speaker, entrepreneur, and bestselling author of Molly’s Game.

, Bestselling Author and Entrepreneur
Moderated by
Ron Biscardi
Ron Biscardi
CEO, Context Summits

, CEO Context Summits
Introductions by
Beth Wiener
Beth Wiener
Partner, Alternative Investment Group Leader, Marcum,

 

Beth M. Wiener is a Marcum partner and leader of the Firm’s national Alternative Investment Group. She also serves on the Marcum Diversity and Inclusion Committee and its regional Management Committee. Ms. Wiener oversees a team of experts dedicated to serving the unique audit, tax and consulting needs of hedge funds, private equity funds, funds of funds, management companies, and their principals.

, Partner, Alternative Investment Group Leader, Marcum
2:00pm - 2:45pm

Innovation and Technology

Speaker
Hector Hoyos
Hector Hoyos
Chairman, CEO & CTO, Hoyos Integrity Corp.,

 

Hector Hoyos is a leader in the biometrics and IT industries.

, Chairman, CEO & CTO, Hoyos Integrity Corp.
Thomas P. Bossert
Thomas P. Bossert
Chief Strategy Officer, Trinity Cyber, Inc,

 

Mr. Bossert is the Chief Strategy Officer at Trinity Cyber, Inc., a disruptive technology company fundamentally redefining commercial cybersecurity. He’s the National Security Analyst for ABC News, and a respected risk management expert.
Tom was homeland security advisor to two U.S. Presidents, serving as the Nation’s chief risk officer and senior most advisor on cybersecurity, homeland security, counterterrorism, and global health security policy, managing a range of domestic and transnational security issues and consequence management operations. Tom is a senior executive with extensive experience in operational and strategic management roles. He founded and led a management consulting business that supported commercial clients as they assessed and managed multifaceted, complex risk structures and compliance requirements.
Tom was born and raised in Quakertown, PA. He is a Senior Fellow at the Scowcroft Center for Strategy and Security at the U.S. Atlantic Council. He received his bachelor’s degree from the University of Pittsburgh, and his law degree from The George Washington University Law School. Tom was an Engalitcheff Scholar on Comparative Political and Economic Systems at Georgetown University and guest lectures at the Naval Post Graduate School, Center for Homeland Defense and Security.

, Chief Strategy Officer, Trinity Cyber, Inc
Moderated by
Gary Cohn
Gary Cohn
Former National Economic Council Director and, Former President and COO of Goldman Sachs

 

Gary D. Cohn is an American business leader, philanthropist and the former Director of the United States National Economic Council.

, Former National Economic Council Director and Former President and COO of Goldman Sachs
2:45pm - 3:15pm

Finding and Defining Emerging Hedge Fund Managers

Speaker
Panayiotis Lambropoulos, CFA, CAIA, FRM
Panayiotis Lambropoulos, CFA, CAIA, FRM
Portfolio Manager, Employees Retirement System of Texas,

 

Panayiotis Lambropoulos is a Portfolio Manager of Hedge Funds at the Employees Retirement System of Texas – a $28 billion retirement plan – located in Austin, Texas.

, Portfolio Manager, Employees Retirement System of Texas
Moderated by
Peter Borish
Peter Borish
Chief Strategist, The Quad Group,

 

Since first starting his career at the Federal Reserve Bank of New York, Borish has been at the intersection of technology, financial markets, and innovation.

, Chief Strategist, The Quad Group
Speaker
Andrew W. Gitlin
Andrew W. Gitlin
CEO, PAAMCO Launchpad

 

Andrew W. Gitlin is the CEO of PAAMCO Launchpad and Atlantic Aligned Investors LLC. PAAMCO Launchpad, an affiliate of KKR, is a unique Hedge Fund seeding platform that partners with forward looking institutional investors to benefit from the opportunities surrounding the launch of emerging alternative investment firms.

, CEO PAAMCO Launchpad
Introductions by
Peter Tarrant
Peter Tarrant
Head of Capital Introduction, BTIG,

 

Peter Tarrant is a Managing Director and Head of Capital Introduction at BTIG.

, Head of Capital Introduction, BTIG
3:15pm

Afternoon Refreshments

3:45pm - 4:45pm

Context Accelerator

Judges
John Culbertson
John Culbertson
President & CIO, Context Capital Partners,

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. John is the Chief Investment Officer at Context Capital Partners.

, President & CIO, Context Capital Partners
Shelley Rosensweig
Shelley Rosensweig
Partner,, Haynes Boone

Shelley Rosensweig is a partner in the Investment Management and Private Equity Practice Groups in the New York office of Haynes and Boone.

, Partner, Haynes Boone
Issac Septon, CPA MBA
Issac Septon, CPA MBA
CIO, the Observatory,

Mr. Septon is the Chief Investment Officer of the Observatory, a single-family office he started 13 years ago for the founder of Glaceau, makers of Vitamin Water and Smart Water who sold his business to Coca Cola in 2007.

, CIO, the Observatory
Panelists
William Heard
William Heard
CIO & CEO, Heard Capital,

 

William Heard is the founder of Heard Capital LLC and serves as the Firm’s Chief Executive Officer and Chief Investment Officer, leading the Firm’s investment process and strategic direction.

, CIO & CEO, Heard Capital
Wolf Joffe
Wolf Joffe
Chief Investment Officer, EVR Research,

 

Mr. Joffe has over 15 years of professional investment experience, working for several long/short equity funds.

Mr. Joffe played an integral role in the success of Raging Capital Management (RCM), a long/short equity fund located near Princeton, NJ. Mr. Joffe helped the firm grow from $20 million to over $500 million in assets under management.

, Chief Investment Officer, EVR Research
Christopher Mitrovich
Christopher Mitrovich
Director of Client Relations, ZAIS Group,

 

Christopher is Director of Client Relations at ZAIS Group, an alternative credit manager with 20 years of experience investing in the structured credit markets. Founded in 1997, ZAIS has invested across multiple credit cycles at various levels in the capital structures of corporate and asset-backed securities.

, Director of Client Relations, ZAIS Group
Quang Pham
Quang Pham
Portfolio Manager, Endurant Capital,

, Portfolio Manager, Endurant Capital
Introductions by
Josh Leonardi
Josh Leonardi
Director, TD Securities,

, Director, TD Securities
4:45pm - 5:30pm

Closing Keynote

Keynote
James G. Dinan
James G. Dinan
Founder, Chairman, Chief Executive Officer, York Capital Management

Jamie founded York Capital Management in September 1991 and is the Chairman, Chief Executive Officer of the Firm.

Ron Biscardi is Chief Executive Officer of Context Summits, the leading producer of events for the alternative asset management industry and Context 365, an online solution for the alternative investment community where members can access our exclusive network of allocators, investment managers and service providers year-round.

, Founder, Chairman, Chief Executive Officer York Capital Management
Moderated by
Ron Biscardi
Ron Biscardi
CEO, Context Summits

Ron Biscardi is Chief Executive Officer of Context Summits, the leading producer of events for the alternative asset management industry and Context 365, an online solution for the alternative investment community where members can access our exclusive network of allocators, investment managers and service providers year-round.

, CEO Context Summits
6:00pm - 9:00pm

Welcome Reception (Ocean Lawn & La Cote Lawn)

January 30, 2020

7:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer Ballroom

9:00am - 6:00pm

One-On-One Meetings

10:00am

Morning Refreshments

12:00pm - 2:00pm

Lunch – Glimmer Ballroom

3:00pm

Afternoon Refreshments

6:00pm - 9:00pm

Tailgate Party – Ocean Lawn & La Cote Lawn

9:00pm - 10:45pm

After Hours Cocktails & Entertainment – LIV (Badge and IDs required)

January 31, 2020

7:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer Ballroom- 4th Floor

9:00am - 6:00pm

One-On-One Meetings

10:00am

Morning Refreshments

12:00pm - 2:00pm

Lunch – Glimmer Ballroom – 4th Floor

3:00pm

Afternoon Refreshments

8:30am - 5:30pm

Context Thought Leadership Day presented by Jefferies – Fontaine

7:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

7:00am - 9:00am

Breakfast – Fleur De Lis/Strip Steak

8:30am - 8:55am

Presentation on Powerful Pitching & Memorable Public Speaking

Speaker
Julie Galdieri
Julie Galdieri
Founder and Principal, Loquent

 

Prepare for one-on-one meetings and beyond by refining your pitching skills, your message, and your personal presence. Join speech coach and media trainer Julie Galdieri to learn the secrets for crafting a compelling narrative, making a real connection, and creating a lasting impression. Step forward in a new way, and bring your personal power and suite of knowledge fully to the opportunities at Context Summits.

, Founder and Principal Loquent
9:00am - 9:15am

Context Thought Leadership Day Welcome Remarks

Speaker
Simone Sobel
Simone Sobel
Managing Director, Investor Relations, Context Summits

 

Simone Sobel is Managing Director at Context Capital Partners. Simone manages the Investor Relations efforts for Context Capital and Context Summits, and manages Context Family Network, an exclusive community comprised of high quality single family offices.

 

, Managing Director, Investor Relations Context Summits
9:15am - 9:30am

Context 365 – Connecting the Alternative Investment Industry Year-Round

Speaker
Ron Biscardi
Ron Biscardi
CEO, Context Summits,

Ron Biscardi is Chief Executive Officer of Context Summits, the leading producer of events for the alternative asset management industry and Context 365, an online solution for the alternative investment community where members can access our exclusive network of allocators, investment managers and service providers year-round.

, CEO, Context Summits
9:30am - 10:15am

Keynote 

Speakers
Michael Novogratz
Michael Novogratz
Founder, CEO and Chairman, Galaxy Digital,

 

Mr. Novogratz was formerly a Partner and President of Fortress Investment Group LLC. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected Partner in 1998.

, Founder, CEO and Chairman, Galaxy Digital
Moderated by
Erik Schatzker
Erik Schatzker
Reporter, Bloomberg,

 

 

Erik Schatzker is an editor at large with Bloomberg Television, where he hosts interviews with newsmakers in global finance, investing, and policy-making. He writes for Bloomberg Businessweek, where he broke the news of an FBI investigation into allegations of IP theft by Chinese telecom giant Huawei.

, Reporter, Bloomberg
Introductions by
Patrick McCurdy
Patrick McCurdy
Managing Director, Wells Fargo,

 

Patrick McCurdy is a Managing Director at Wells Fargo.

, Managing Director, Wells Fargo
10:15am - 11:00am

Modern Monetary Theory vs. Keynesian Debate

Speaker
Stephanie Kelton
Stephanie Kelton
Professor of Public Policy & Economics, , Stony Brook University

Stephanie Kelton is Professor of Public Policy & Economics at Stony Brook University.

, Professor of Public Policy & Economics, Stony Brook University
Mohamed A. El-Erian
Mohamed A. El-Erian
Chief Economic Advisor, Allianz,

 

Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council from 2007 to 2014, is a columnist for Bloomberg View and a contributing editor at the Financial Times.

, Chief Economic Advisor, Allianz
Moderated by
John Culbertson
John Culbertson
President & CIO, Context Capital Partners,

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. John is the Chief Investment Officer at Context Capital Partners.

, President & CIO, Context Capital Partners
Introductions by
Shelley Rosensweig
Shelley Rosensweig
Partner, Haynes and Boone,

 

Shelley structures and organizes domestic and offshore alternative investment funds.

, Partner, Haynes and Boone
11:00am

Morning Refreshments

11:30am - 12:15pm

Endowment and Foundation Allocator Roundtable

Speaker
Jonathan Farrar, CFA
Jonathan Farrar, CFA
Wesleyan University,

 

Jonathan joined the Investments Office at Wesleyan University in October of 2014.

, Wesleyan University
Brooke Jones
Brooke Jones
Director of Investments, Carnegie Corporation of New York,

 

As the Corporation’s director of investments, Ms. Jones co-leads its overall Marketables portfolio strategy, which includes long-only, absolute return, and fixed income mandates. As part of this role, Ms. Jones serves as the primary lead on the Corporation’s emerging markets public and private equity mandates. Ms. Jones is also the primary lead on half of the hedge fund portfolio, which is managed under a generalist coverage model.

, Director of Investments, Carnegie Corporation of New York
Neamul Mohsin
Neamul Mohsin
Director, Oxford University Endowment Management,

 

Neamul has been with Oxford University’s Investment Office for 8 years and has responsibility for sourcing investment opportunities across all asset classes and geographies.

, Director, Oxford University Endowment Management
Donna Snider
Donna Snider
Managing Director, , Kresge Foundation

 

Ms. Snider joined The Kresge Foundation in 2009 and has responsibility for evaluating investment opportunities across all asset classes as well as oversight for the internal trading activity.

, Managing Director, Kresge Foundation
Moderated by
Rahul Moodgal
Rahul Moodgal
Partner, Investor Relations and Business Development, Parvus Asset Management,

 

Rahul Moodgal has 21+ years of experience in financial services. He helps firms across the world build out their businesses. He is currently a Director & Partner at Parvus Asset Management, a Fund Director to the Cederberg Greater China Funds, a Business Advisor to Falcon Money Management amongst other roles. He is an angel investor with numerous start-ups and also serves in some formal capacity with six non-for-profits.

 

, Partner, Investor Relations and Business Development, Parvus Asset Management
Introductions by
Leor Shapiro
Leor Shapiro
Managing Director, Global Head of Capital Intelligence, Jefferies,

 

Leor Shapiro is a Managing Director and Global Head of Capital Intelligence at Jefferies.

, Managing Director, Global Head of Capital Intelligence, Jefferies
12:15pm - 1:15pm

Lunch & Networking – Glimmer Ballroom – 4th Floor

1:15pm - 2:00pm

Fireside Chat with Molly Bloom

Speaker
Molly Bloom
Molly Bloom
Bestselling Author, and Entrepreneur

 

Molly Bloom is an inspirational keynote speaker, entrepreneur, and bestselling author of Molly’s Game.

, Bestselling Author and Entrepreneur
Moderated by
Ron Biscardi
Ron Biscardi
CEO, Context Summits

, CEO Context Summits
Introductions by
Beth Wiener
Beth Wiener
Partner, Alternative Investment Group Leader, Marcum,

 

Beth M. Wiener is a Marcum partner and leader of the Firm’s national Alternative Investment Group. She also serves on the Marcum Diversity and Inclusion Committee and its regional Management Committee. Ms. Wiener oversees a team of experts dedicated to serving the unique audit, tax and consulting needs of hedge funds, private equity funds, funds of funds, management companies, and their principals.

, Partner, Alternative Investment Group Leader, Marcum
2:00pm - 2:45pm

Innovation and Technology

Speaker
Hector Hoyos
Hector Hoyos
Chairman, CEO & CTO, Hoyos Integrity Corp.,

 

Hector Hoyos is a leader in the biometrics and IT industries.

, Chairman, CEO & CTO, Hoyos Integrity Corp.
Thomas P. Bossert
Thomas P. Bossert
Chief Strategy Officer, Trinity Cyber, Inc,

 

Mr. Bossert is the Chief Strategy Officer at Trinity Cyber, Inc., a disruptive technology company fundamentally redefining commercial cybersecurity. He’s the National Security Analyst for ABC News, and a respected risk management expert.
Tom was homeland security advisor to two U.S. Presidents, serving as the Nation’s chief risk officer and senior most advisor on cybersecurity, homeland security, counterterrorism, and global health security policy, managing a range of domestic and transnational security issues and consequence management operations. Tom is a senior executive with extensive experience in operational and strategic management roles. He founded and led a management consulting business that supported commercial clients as they assessed and managed multifaceted, complex risk structures and compliance requirements.
Tom was born and raised in Quakertown, PA. He is a Senior Fellow at the Scowcroft Center for Strategy and Security at the U.S. Atlantic Council. He received his bachelor’s degree from the University of Pittsburgh, and his law degree from The George Washington University Law School. Tom was an Engalitcheff Scholar on Comparative Political and Economic Systems at Georgetown University and guest lectures at the Naval Post Graduate School, Center for Homeland Defense and Security.

, Chief Strategy Officer, Trinity Cyber, Inc
Moderated by
Gary Cohn
Gary Cohn
Former National Economic Council Director and, Former President and COO of Goldman Sachs

 

Gary D. Cohn is an American business leader, philanthropist and the former Director of the United States National Economic Council.

, Former National Economic Council Director and Former President and COO of Goldman Sachs
2:45pm - 3:15pm

Finding and Defining Emerging Hedge Fund Managers

Speaker
Panayiotis Lambropoulos, CFA, CAIA, FRM
Panayiotis Lambropoulos, CFA, CAIA, FRM
Portfolio Manager, Employees Retirement System of Texas,

 

Panayiotis Lambropoulos is a Portfolio Manager of Hedge Funds at the Employees Retirement System of Texas – a $28 billion retirement plan – located in Austin, Texas.

, Portfolio Manager, Employees Retirement System of Texas
Moderated by
Peter Borish
Peter Borish
Chief Strategist, The Quad Group,

 

Since first starting his career at the Federal Reserve Bank of New York, Borish has been at the intersection of technology, financial markets, and innovation.

, Chief Strategist, The Quad Group
Speaker
Andrew W. Gitlin
Andrew W. Gitlin
CEO, PAAMCO Launchpad

 

Andrew W. Gitlin is the CEO of PAAMCO Launchpad and Atlantic Aligned Investors LLC. PAAMCO Launchpad, an affiliate of KKR, is a unique Hedge Fund seeding platform that partners with forward looking institutional investors to benefit from the opportunities surrounding the launch of emerging alternative investment firms.

, CEO PAAMCO Launchpad
Introductions by
Peter Tarrant
Peter Tarrant
Head of Capital Introduction, BTIG,

 

Peter Tarrant is a Managing Director and Head of Capital Introduction at BTIG.

, Head of Capital Introduction, BTIG
3:15pm

Afternoon Refreshments

3:45pm - 4:45pm

Context Accelerator

Judges
John Culbertson
John Culbertson
President & CIO, Context Capital Partners,

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. John is the Chief Investment Officer at Context Capital Partners.

, President & CIO, Context Capital Partners
Shelley Rosensweig
Shelley Rosensweig
Partner,, Haynes Boone

Shelley Rosensweig is a partner in the Investment Management and Private Equity Practice Groups in the New York office of Haynes and Boone.

, Partner, Haynes Boone
Issac Septon, CPA MBA
Issac Septon, CPA MBA
CIO, the Observatory,

Mr. Septon is the Chief Investment Officer of the Observatory, a single-family office he started 13 years ago for the founder of Glaceau, makers of Vitamin Water and Smart Water who sold his business to Coca Cola in 2007.

, CIO, the Observatory
Panelists
William Heard
William Heard
CIO & CEO, Heard Capital,

 

William Heard is the founder of Heard Capital LLC and serves as the Firm’s Chief Executive Officer and Chief Investment Officer, leading the Firm’s investment process and strategic direction.

, CIO & CEO, Heard Capital
Wolf Joffe
Wolf Joffe
Chief Investment Officer, EVR Research,

 

Mr. Joffe has over 15 years of professional investment experience, working for several long/short equity funds.

Mr. Joffe played an integral role in the success of Raging Capital Management (RCM), a long/short equity fund located near Princeton, NJ. Mr. Joffe helped the firm grow from $20 million to over $500 million in assets under management.

, Chief Investment Officer, EVR Research
Christopher Mitrovich
Christopher Mitrovich
Director of Client Relations, ZAIS Group,

 

Christopher is Director of Client Relations at ZAIS Group, an alternative credit manager with 20 years of experience investing in the structured credit markets. Founded in 1997, ZAIS has invested across multiple credit cycles at various levels in the capital structures of corporate and asset-backed securities.

, Director of Client Relations, ZAIS Group
Quang Pham
Quang Pham
Portfolio Manager, Endurant Capital,

, Portfolio Manager, Endurant Capital
Introductions by
Josh Leonardi
Josh Leonardi
Director, TD Securities,

, Director, TD Securities
4:45pm - 5:30pm

Closing Keynote

Keynote
James G. Dinan
James G. Dinan
Founder, Chairman, Chief Executive Officer, York Capital Management

Jamie founded York Capital Management in September 1991 and is the Chairman, Chief Executive Officer of the Firm.

Ron Biscardi is Chief Executive Officer of Context Summits, the leading producer of events for the alternative asset management industry and Context 365, an online solution for the alternative investment community where members can access our exclusive network of allocators, investment managers and service providers year-round.

, Founder, Chairman, Chief Executive Officer York Capital Management
Moderated by
Ron Biscardi
Ron Biscardi
CEO, Context Summits

Ron Biscardi is Chief Executive Officer of Context Summits, the leading producer of events for the alternative asset management industry and Context 365, an online solution for the alternative investment community where members can access our exclusive network of allocators, investment managers and service providers year-round.

, CEO Context Summits
6:00pm - 9:00pm

Welcome Reception (Ocean Lawn & La Cote Lawn)

7:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer Ballroom

9:00am - 6:00pm

One-On-One Meetings

10:00am

Morning Refreshments

12:00pm - 2:00pm

Lunch – Glimmer Ballroom

3:00pm

Afternoon Refreshments

6:00pm - 9:00pm

Tailgate Party – Ocean Lawn & La Cote Lawn

9:00pm - 10:45pm

After Hours Cocktails & Entertainment – LIV (Badge and IDs required)

7:00am - 6:00pm

Registration / Information Desk – Luster Gallerie

8:00am - 10:00am

Breakfast – Glimmer Ballroom- 4th Floor

9:00am - 6:00pm

One-On-One Meetings

10:00am

Morning Refreshments

12:00pm - 2:00pm

Lunch – Glimmer Ballroom – 4th Floor

3:00pm

Afternoon Refreshments

Bitnami