Greenwich 2019
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Overview
Note: This is an invitation only event.
In order to attend any GEF event, please apply to become a member or sponsor or register to apply to attend an event.
November 5th - 6th, 2019
TBA
Venue
Delamar Greenwich Harbor, Steamboat Road, Greenwich, CT, USA



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Ray Dalio
Bridgewater Associates and Dalio Family Office
Founder and Mentor

Jim Aiello
Greenwich Economic Forum
Co-Founder

Afsaneh Beschloss
RockCreek
Founder & CEO

Steve Case
Revolution
Chairman and CEO

Alex Denner
Sarissa Capital Management
Founder & Chief Investment Officer

Daju Gu
Surfin Meta Digital Technology
Capital Market Infrastructure Executive & Board Secretary

Julia Kahr
Blackstone
Senior Managing Director

Julia La Roche
Yahoo Finance
Correspondent

Mark Liggitt
Ares Credit Group
Managing Director

William Ma
CAIA & SBAI
Global Board Member & Asia Pacific Committee Member

Craig Packer
Owl Rock Capital Partners
Co-Founder

Gregory Robbins
Golub Capital
Vice Chair

Olivier Sarkozy
Further Capital
Founder & Managing Partner

Nassim Nicholas Taleb
Universa Investments
Distinguished Scientific Advisor

Charles Van Vleet
Pension Investments, Textron Inc.
CIO

Hong Zhang
China Investment Corporation (CIC)
Managing Director

Byron Allen
Entertainment Studios
Chairman and CEO

Jason Bonadio
Alera Partners
Managing PartnerPortfolio Manager

Frank Chaparro
The Block
Director of News

Thomas Fang
UBS
Head of Global China Markets

Robert Hetu
CDPQ US
Managing Director, US Private Debt

Trey Kelly
GRIID
Founder & CEO

Herman Laret
Titan Advisors
Head of Global Macro, CTA & Multi-Strategy

Nicholas Liolis
TIAA
Senior Managing Director

Jay Madia
Axis Capital
Former Head of Risk Assets

Gerald Parsky
Aurora Capital
Founder & Chairman

Bob Roth
David Lynch Foundation
CEO

Eva Shen
Guotai Junan Futures
Head of WFOE Client Solutions

John Tan
Standard Chartered Bank
Regional Head, Financial Markets East

Dr. Han Wang, Ph. D.
China Industrial Securities
Chief Economist & Deputy Head of Research

Jonathan Bailey
Neuberger Berman
Head of ESG Investing

Rebecca Braeu
Nationwide Investments
Head of International Research & Strategy

Paul Colonna
Lockheed Martin Investment Management Company
President & CIO

Andrew Ferrer
General Atlantic
Managing Director

Jeanine Hightower-Sellitto
Atomyze
CEO

Robert Koenigsberger
Gramercy Funds Management
Founder, Managing PartnerChief Investment Officer

Marc Lasry
Avenue Capital Group
Chairman, CEO & Co-Founder

Eric Liu
EQT
Partner

Bruce McGuire
Greenwich Economic Forum
Co-Founder

Ari Paul
BlockTower Capital
CIO, Co-founder

David M. Rubenstein
The Carlyle Group
Co-Founder & Co-Chairman

Robert Smith
IECP Ventures
Founder

Gillian Tett
Financial Times
Editorial Board Chair

Martin Whittaker
Just Capital
CEO

Tim Barrett, CFA
Texas Tech University Systems (TTUS)
Associate Vice ChancellorChief Investment Officer

Mark Burgess
Australian Retirement Trust
Chairman – Investment Committee, Director

Chuck Davis
Stone Point Capital LLC
CEO

Laurel Fitzpatrick
Ropes and Gray
Partner

Christopher Hyzy
Bank of America Private Bank and Merrill
Chief Investment Officer

Hannah Kuchler
Financial Times
US Pharma & Biotech Correspondent

David Lehman
HPS Investment Partners, LLC
Managing Director

Dr. Bill Lu
Aspetuck Capital Management
Founder & CEO

Billy Nauman
Financial Times
Report & Producer, Moral Money

Leslie Picker
CNBC
Reporter

Geoffrey Rubin
CPPIB
Senior Managing Director & Chief Investment Strategist

Megan Starr
The Carlyle Group
Principal & Head of Impact

Arjun Thimmaya
Warburg Pincus
Managing Director, Financial Services

Robert Zhang
DH Fund Management Company
Chief Executive Officer
GLOBAL PARTNERS
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DIAMOND
PLATINUM
GOLD
SILVER
OPENING NIGHT RECEPTION
COCKTAIL RECEPTION
AMENITY
SUPPORTING
MEDIA
NONPROFIT
COMMUNITY PARTNERS
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Tuesday, November 5, 2019
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Tuesday, November 5, 2019
8:25 AM
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8:35 AM
OPENING REMARKS
Jim Aiello, co-chair, Greenwich Economic Forum
Peter Tesei, First Selectman of the Town of Greenwich
Ned Lamont, Governor of the State of Connecticut
Tuesday, November 5, 2019
8:40 AM
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9:15 AM
FIRESIDE CHAT
Ray Dalio, founder, Co-CIO & Co-Chairman, Bridgewater Associates
Paul Tudor Jones, Co-Chairman and Chief Investment Officer, Tudor Investment Corporation
Tuesday, November 5, 2019
9:20 AM
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9:45 AM
FIRESIDE CHAT
Interviewer: Afsaneh Mashayekhi Beschloss, Founder and CEO, RockCreek
David Rubenstein, Co-Founder and Co-Executive Chairman, The Carlyle Group
Tuesday, November 5, 2019
9:50 AM
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10:15 AM
FIRESIDE CHAT: A REVOLUTION IN VENTURE CAPITAL AND PRIVATE EQUITY INVESTING
Interviewer: Julia La Roche, Correspondent, Yahoo Finance
Steve Case, Founder, Revolution and AOL
Gerald Parsky, Founder and Chairman, Aurora Capital
Alan Patricof, Chairman Emeritus and Co-Founder, Greycroft
Tuesday, November 5, 2019
10:20 AM
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11:10 AM
FIRESIDE CHAT
Interviewer: David Rubenstein, Co-Founder and Co-Executive Chairman, The Carlyle Group
Chuck Davis, CEO, Stone Point Capital
Tuesday, November 5, 2019
11:15 AM
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11:55 AM
ESG INVESTING
Panel Chair: Billy Nauman, Reporter and Producer, Moral Money, Financial Times
Jonathan Bailey, Managing Director and Head of ESG, Neuberger Berman
Afsaneh Mashayekhi Beschloss, Founder and CEO, RockCreek
Megan Starr, Principal and Head of Impact, The Carlyle Group
Martin Whittaker, CEO, JUST Capital
Tuesday, November 5, 2019
12:00 PM
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12:35 PM
U.S. INSTITUTIONAL INVESTOR OUTLOOK
Panel Chair: Herman Laret, Global Macro, CTA & Multi-Strategy, Titan Advisors
Charles Van Vleet, Assistant Treasurer and CIO, Textron Pension Plan
Timothy Barrett, Associate Vice Chancellor and CIO, Texas Tech University System
Paul Colonna, President and CIO, Lockheed Martin Investment Management Company (LMIMCo)
Geoffrey Rubin, Senior Managing Director & Chief Investment Strategist, CPPIB
Tuesday, November 5, 2019
12:40 PM
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1:40 PM
SEATED LUNCH AND FIRESIDE CHAT
Interviewer: Robert Smith, Founder and Managing Partner, IECP Ventures
Byron Allen, Chairman and CEO, Entertainment Studios
Tuesday, November 5, 2019
3:10 PM
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3:55 PM
SPECIAL PRESENTATION ON CORPORATE CULTURE
Ray Dalio, Founder, Co-CIO & Co-Chairman, Bridgewater Associates
Tuesday, November 5, 2019
4:00 PM
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4:45 PM
OPPORTUNITIES IN CHINA
Panel Chair: Anton Chan, RMB Specialist Standard Chartered Bank
William Ma, CIO of Noah Holdings, CIO of Gopher and CEO, Gopher Redwoods
Eva Shen, Head of WFOE Client Solutions, Guotai Junan Futures
John Tan, Regional Head, Financial Markets, East, Standard Chartered Bank
Tuesday, November 5, 2019
4:50 PM
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5:30 PM
CYCLES IN INVESTING: WHERE ARE WE TODAY?
Panel Chair: Leslie Picker, Reporter – Hedge Funds and Private Equity, CNBC
Christopher Hyzy, Managing Director and CIO, Bank of America Corporation
Marc Lasry, Chairman, CEO and Co-Founder, Avenue Capital Group
Wednesday, November 6, 2019
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Wednesday, November 6, 2019
8:40 AM
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9:05 AM
FIRESIDE CHAT
Interviewer: Gillian Tett, Chairman Editorial Board and Editor-At-Large, US of the Financial Times
Mohamed El-Erian, Senior Advisor, Gramercy Funds Management
Wednesday, November 6, 2019
9:10 AM
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9:45 AM
EMERGING MARKETS TODAY: THE ALLOCATOR AND INVESTMENT MANAGER PERSPECTIVES
Panel Chair: Mohamed El-Erian, Senior Advisor, Gramercy Funds Management
Rebecca Braeu, Head of International Research and Strategies, Nationwide Investments
Robert Koenigsberger, Managing Partner, Chief Investment Officer, Founder, Gramercy Funds Management
Wednesday, November 6, 2019
9:50 AM
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10:55 AM
CHINA: THE OPENING OF CHINA’S CAPITAL MARKETS
Panel Chair: Bill Lu, Founder and CIO, Aspetuck Capital Management
Thomas Fang, Managing Director, Head of China Equities and Global Markets, UBS AG
Daju Gu, Toronto Futures Options Swaps Exchange (tFOSE)
Han Wang, Chief Economist, Deputy Head of Research, China Industrial Securities
Robert Zhang, CEO, DH Fund Management and AMAC (China)
Wednesday, November 6, 2019
11:00 AM
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11:35 AM
PRIVATE EQUITY: A VIEW FROM OUR SENIOR DEALMAKERS
Panel Chair: Olivier Sarkozy, Founder and Managing Partner, Further Capital
Andrew Ferrer, Managing Director, General Atlantic
Julia Kahr, Senior Managing Director, Private Equity Group, Blackstone
Eric Liu, Partner, EQT
Arjun Thimmaya, Managing Director, Financial Services, Warburg Pincus
Wednesday, November 6, 2019
11:40 AM
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12:15 PM
CRYPTO PANEL
Panel Chair: Frank Chaparro, Director of News at The Block
Ari Paul, CIO of BlockTower Capital
Greg Tusar, Co-Founder Chief Technology Officer, Tagomi
Jeanine Hightower-Sellitto, Managing Director of Operations at Gemini Trust Company, LLC
Trey Kelly, Founder and CEO, GRIID
Wednesday, November 6, 2019
12:20 PM
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1:25 PM
SEATED LUNCH AND FIRESIDE CHAT
Interviewer: Gillian Tett, Chairman Editorial Board and Editor-At-Large, US of the Financial Times
Nassim Taleb, Distinguished Scientific Advisor, Universa Investments
Wednesday, November 6, 2019
1:30 PM
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2:15 PM
GLOBAL INSTITUTIONAL INVESTOR OUTLOOK
Panel Chair: Travis Williamson, Head of Hedge Fund Research, Albourne America
Mark Burgess, Chairman – Investment Committee and Director, HESTA
Robert Hetu, Managing Director, US Private Debt , CDPQ US
Nick Liolis, Senior Managing Director and Chief Investment Officer, TIAA
Jay Madia, Head of Risk Assets, AXIS Capital
Hong Zhang, Chief Representative of the New York Office, CICl
Wednesday, November 6, 2019
2:20 PM
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3:05 PM
HEALTHCARE INNOVATIONS
Panel Chair: Hannah Kuchler, US Pharma and Biotech Correspondent, Financial Times
Jason Bonadio, Managing Partner and Portfolio Manager, Alera Partners
TJ Carella, Managing Director, Warburg Pincus
Alexander Denner, Founder and CIO, Sarissa Capital Management LP
Anne Lamont, Co-Founder and Managing Partner, Oak HC/FT
Wednesday, November 6, 2019
3:10 PM
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3:45 PM
PRIVATE CREDIT: GROWTH AND LEADERSHIP
Panel Chair: Laurel Fitzpatrick, Partner, Ropes & Gray
Kenneth J. Kencel, President and CEO, Churchill Asset Management
Mark Liggitt, Managing Director, Ares Credit Group
Craig Packer, Co-Founder, Owl Rock Capital Partners
Gregory Robbins, Managing Director, Co-Head of Investor Partners Group, Golub Capital
Wednesday, November 6, 2019
3:50 PM
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5:00 PM
FIRESIDE CHAT
Interviewer: Julia La Roche, Correspondent, Yahoo Finance
Bob Roth, CEO, David Lynch Foundation