Tuesday, May 6

Time

Time

Description

Description

Ìý

Ìý

Time

7:00 p.m. - 9:00 p.m.

Description

Pre-Conference Drinks and Bites for select Tuesday arrivals

Ìý

Talbot Colonnade

Wednesday, May 7

Time

Time

Description

Description

Ìý

Ìý

Time

6:45 a.m.

Description

Buffet breakfast

Ìý

Talbot Colonnade

Time

7:30 a.m.

Description

Golf outing

Ìý

The Golf Club of Amelia Island

Time

8:00 a.m. - 11:00 a.m.

Description

Craigcat tour

Ìý

Hotel Lobby

Time

8:00 a.m. - 11:00 a.m.

Description

Cardio Tennis Clinic

Ìý

Ritz Tennis Courts

Time

12:00 p.m. - 2.00 p.m.

Description

Women's Lunch
Boardroom to bordeaux: mastering business dinners with confidence

Ìý

Salt Restaurant

Time

2:00 p.m.

Description

Registration desk opens

Ìý

Ìý

Time

3:30Ìýp.m. - 5:20 p.m.

Description

Breakout SessionsÌý

Ìý

Ìý

Time

5:30 p.m. - 6:30 p.m.

Description

Welcome Cocktail Reception

Ìý

Courtyard Lawn

Time

7:00 p.m. - 7:10 p.m

Description

Welcome Address
Natalie Horton, ¶·Å£ÆåÅÆÔÚÏß Managing Director, Global Head of Financing

Ìý

Courtyard Lawn

Time

7:10 p.m. - 8:00 p.m.

Description

Keynote Dinner - Searching for Heroes with Benjamin Hall
Led by Tricia Hazelwood, ¶·Å£ÆåÅÆÔÚÏß Managing Director, Head of Global Markets Americas

Ìý

Courtyard Lawn

Time

8:00 p.m. - 10:00 p.m.

Description

Post-dinner drinks

Ìý

Ìý

Thursday, May 8

Time

Time

Description

Description

Ìý

Ìý

Time

7:00 a.m. - 8:00 a.m.

Description

Buffet breakfast

Ìý

Talbot Colonnade

Time

8:00 a.m. - 8:10 a.m.

Description

Opening Remarks & ¶·Å£ÆåÅÆÔÚÏß Update
Amelie Lonergan, ¶·Å£ÆåÅÆÔÚÏß Managing Director, Americas Head of Prime Brokerage Sales

Ìý

Talbot Ballroom

Time

8:15 a.m. - 8:45 a.m.

Description

Retail Revolution: Leveraging Bank Platforms and the Rise of Retail channels
Moderated by Dan Glynn, ¶·Å£ÆåÅÆÔÚÏß Executive Director, Head of Hedge Fund Due Diligence, Wealth Management Americas
Steven Wagshal, Chief Operating Officer, Samlyn Capital

Ìý

Talbot Ballroom

Time

9:00 a.m. - 10:50 a.m.

Description

Breakout sessionsÌý

Ìý

Ìý

Time

11:00 a.m. - 11:45 a.m.

Description

SMA Shift: From Stigma to Status
Moderated by Joshua Leonardi, ¶·Å£ÆåÅÆÔÚÏß Managing Director, Prime Brokerage Sales
Josh Kestler, President, Innocap
Roderick Chisholm, Managing Director, External Investing Group, Goldman Sachs Asset Management
Justin Young, Director of Investment, MEMCO

Ìý

Talbot Ballroom

Time

11:45 p.m. - 12:45 p.m.

Description

Lunch buffet

Ìý

Ìý

Time

1:00 p.m. - 1:50 p.m

Description

Resilience: How to Stay in the Game When Challenges Arise with Alex Rodriguez
Interviewed by Dan Murphy, ¶·Å£ÆåÅÆÔÚÏß Managing Director, Co-Head of Global Markets Distribution

Ìý

Talbot Ballroom

Time

1:50 p.m. - 2:00 p.m.

Description

Closing Remarks
Kevin Gray, ¶·Å£ÆåÅÆÔÚÏß Managing Director, Global Head of Prime Brokerage

Ìý

Talbot Ballroom

Time

2:30 p.m. - 4:00 p.m.

Description

Hedge Fund Survivor: Outplay, Outwit, Outperform

Ìý

Beach

Time

6:00 p.m. - 7:00 p.m.

Description

Cocktail Reception

Ìý

Ocean Front Lawn

Time

7:00 p.m.

Description

Dinner

Ìý

Ocean Front Lawn


Breakout sessions

Topic

Topic

Description

Description

Topic

#DOGE

Description

As the new Administration’s policies continue to take shape, we’ll examine how these will inform various regulatory priorities and the anticipated impact on enforcement and examination outcomes. We'll also offer insight into the political climate in DC and the overall reshaping of the federal government under the Trump Administration.

Topic

2025 Tactics, it's FanTAXtic!

Description

The tax landscape is poised for significant changes that will impact businesses and individuals alike. This breakout session will provide an in-depth exploration of the key tax issues and developments that are expected to shape the future - including TCJA expiration, SALT caps, PTET elections, Carried Interest, Self-Employment Tax, CAMT and more.

Topic

Finders (but maybe not Keepers)

Description

In this breakout session we will discuss recruiting and human capital trends with a focus on junior talent across both investment and non-investment roles.

Topic

HOLT: ¶·Å£ÆåÅÆÔÚÏß’ Newest Power Tool

Description

¶·Å£ÆåÅÆÔÚÏß is very pleased to offer the renowned HOLT platform to its clients. Our Hedge Fund clients use HOLT tools and services to scale their investment process, improve productivity, and respond quickly to changes in mandate or personnel. Whether quant or fundamental, investors rely on HOLT’s high-quality data and analytical platform to find and vet investment opportunities across the globe.

Topic

Disrupting Yourself: The Key to Leading in Volatile Financial Markets

Description

The future belongs to leaders who embrace disruption. While traditional models emphasized stability and fixed roles, today’s fast-changing world demands adaptability, innovation, and the courage to disrupt—starting with yourself. This interactive session will provide fresh perspectives and practical tools to help you challenge the status quo, disrupt your own leadership approach, and inspire transformation within your team and organization. Join us to explore the power of disruption as a game-changing leadership strategy.

Topic

Below Deck on Financed Products: Portable Alpha, Redux and more

Description

Join the Capital Markets Financing Senior Leadership team in an engaging session on the funding landscape including themes, flows and opportunities.ÌýThis session will also explore the recent interest/growth in Portable Alpha and Active Extension strategies.

Topic

The Real AI of Hedge Funds:ÌýTruth or Flare?

Description

With a multitude of large language models (LLMs) and niche AI solutions available for Hedge Funds, this session offers a comprehensive overview of the current state of the industry. Join us to explore how to navigate the balance between hype, and actual transformation. We'll delve into frameworks for successful adoption, the future of agentic AI, the potential threats surrounding data poisoning and the increased regulatory focus on this rapidly evolving space.

Topic

Seeding, Stakes and dare we say… Succession?

Description

Join us for an engaging breakout session on transactions in the Hedge Fund and alternative asset space. This breakout will explore the key players, seed deal transactions for emerging managers, and valuations of established funds. Additionally, we will discuss generational transfers and other succession strategies used to help ensure the long-term success and stability of Hedge Funds.