Greenwich 2023
Overview
The Greenwich Economic Forum (GEF) is one of the world’s premiere conferences for leaders of the global alternative investment industry. GEF is known for the quality of its speakers, the seniority (typically C- level) of its delegates, and its intimate peer-to-peer environment that contrasts with bigger “cast of thousands” type events which are common in the industry. While exclusive and intimate, the quality of GEF programs ensures that it receives maximum exposure from major media including Bloomberg, CNBC, The Financial Times, The Economist and others. This coverage gives GEF speakers and corporate partners the ability to reach a truly global audience.
Note: In order to attend any GEF event, please apply to become a member or sponsor
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October 3rd & 4th, 2023
TBA
Venue
Delamar Greenwich Harbor, Steamboat Road, Greenwich, CT, USA
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Founder, CIO Mentor
Bridgewater Associates
Founder & Editor-at-Large
ICONOCLAST
Founder & CIO
Tall Trees Capital Management LP
President & CIO
Graham Capital Management
Co-Head of the Americas & Asia
AlixPartners
U.S. Corporate Finance & Deals Editor
Financial Times
Senior Portfolio Manager
Hildene Capital Management, LLC
President & CEO
Great Elm Capital Corp
Founder & CEO
Aspetuck Capital Management
U.S. Financial Editor
Financial Times
Principal
Versaca Investments
Chief Market Strategist
Bank of America
Co-Founder & Co-Chairman
The Carlyle Group
Head of Due Diligence
Head of Due Diligence, CIO Office
President & CIO
Yieldstreet
Co-Founder
Greenwich Economic Forum
CIO
Carnegie Corporation
Founding Partner & CIO
Quantix Commodities
Partner, Co-Head of U.S. Real Estate
Ares Management
Former Congressional Representative, Regional President
PNC Bank New York
Lead Owner & CEO
Boston Celtics
Founder & CEO
Leach Ventures
Markets & Crypto Investing Reporter
CNBC
Co-Founder
Greenwich Economic Forum
CEO
EDX Markets
Founder & CIO
Greenwich Quantitative Research
Chief EM Credit Strategist
Bloomberg Intelligence
CEO & CIO
Vested
CEO
VanEck
COO & Head of Global Operations
Anchorage Digital
Founder & CEO
RockCreek
Managing Director & Head of Alternatives Distribution
iCapital
Managing Director & Market Executive
Bank of America Private Bank
Partner & CIO
Infrastructure Group
CIO
Vanderbilt University
CEO of Gopher Asset International
Gopher Asset International, Noah Holdings
Head of Risk Assets
AXIS Capital
Reporter
Bloomberg
Managing Partner
Alumni Ventures
Vice Chair
Golub Capital
Vice Chairman
Churchill Asset Management
CIO
Arch Capital Group Ltd.
Co-Founder & CEO
Rondeivu
U.S. Senator - Connecticut
United States
Partner, Co-Head of Portfolio Management
U.S. Direct Lending
President, Queens' College
Cambridge University
CIO
AmFam Group
Managing Director, Corporate Credit
Apollo Global
Partner
1RoundTable Partners / 10T Holdings
CIO
Nuveen
CEO
Nuveen
Founder & CEO
Bruin Capital
39th US Secretary of Commerce
United States
Global Head of Manager
Selection, MASS
Anchor
Bloomberg
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Tuesday, October 3, 2023
7:30 AM
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8:25 AM
REGISTRATION AND BREAKFAST
Tuesday, October 3, 2023
8:25 AM
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8:35 AM
GREENWICH ECONOMIC FORUM WELCOME
Jim Aiello, Co-Chair, Greenwich Economic Forum
Bruce McGuire, Co-Chair, Greenwich Economic Forum
Master of Ceremonies: Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
Tuesday, October 3, 2023
8:40 AM
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8:55 AM
GOVERNOR LAMONT WELCOME
Ned Lamont, Governor, State of Connecticut
Tuesday, October 3, 2023
9:00 AM
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9:25 AM
THE PERMACRISIS WE ARE IN: PERSPECTIVES BY MICHAEL SPENCE AND MOHAMED EL-ERIAN
Michael Spence, Economist & Nobel Laureate, Stanford University
Mohamed El-Erian, President of Queens College at Cambridge University, Chair of Gramercy & Adviser to Allianz
Moderator: Sonali Basak, Anchor, Bloomberg
Tuesday, October 3, 2023
9:30 AM
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9:55 AM
THE FUTURE OF PRIVATE CREDIT
Jose Minaya, CEO, Nuveen
Ken Kencel, President & CEO, Churchill Asset Management
Moderator: Harold Ford Jr., Former Congressional Representative, Regional President, PNC Bank, New York
Tuesday, October 3, 2023
10:00 AM
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10:40 AM
DALIO: THE STATE OF THE GLOBAL ECONOMY
Ray Dalio, Founder, CIO Mentor and Member of the Board, Bridgewater Associates
Moderator: David Westin, Anchor, Bloomberg
Tuesday, October 3, 2023
10:45 AM
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11:10 AM
STRATEGIC PERSPECTIVES ON BUILDING A BUSINESS
Brad Jacobs, Executive Chairman, XPO
Moderator: Brooke Masters, US Financial Editor, Financial Times
Tuesday, October 3, 2023
11:10 PM
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11:40 PM
NETWORKING BREAK
Tuesday, October 3, 2023
11:40 AM
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12:05 PM
PRIVATE CREDIT EXCELLENCE IN A “SHOCKING” ENVIRONMENT
Kipp deVeer, Director, Partner and Head of Credit Group, Ares Management
Moderator: Jay Madia, Head of Risk Assets, AXIS Capital
Tuesday, October 3, 2023
12:10 PM
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12:50 PM
THE NEW ROLE OF DIRECT LENDING TODAY
Gregory Robbins, Vice Chair, Golub Capital
Matt Kaplan, President and CEO, Great Elm Capital Corp
Kurt Hoffman, Co-Head of Underwriting for US Direct Lending, Apollo Global Management, Inc.
Moderator: Kamaron Leach, Reporter, Bloomberg News
Tuesday, October 3, 2023
12:50 PM
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1:30 PM
LUNCH
Tuesday, October 3, 2023
1:30 PM
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2:00 PM
THOUGHTS ON THE BUSINESS OF SPORTS
Wyc Grousbeck, Lead Owner, Governor and CEO, Boston Celtics
George Pyne, Founder & CEO, Bruin Capital
Tuesday, October 3, 2023
2:00 PM
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2:45 PM
MARKET STRATEGIST OUTLOOK
Saira Malik, CIO, Nuveen
Joseph Quinlan, Head of Market Strategy, Bank of America
Rich Nuzum, Executive Director & Chief Investment Strategist, Mercer
Moderator: Deepika Sharma, Head of Manager Selection, MASS, BlackRock
Tuesday, October 3, 2023
2:30 PM
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3:50 PM
CEO PERSPECTIVES
Tuesday, October 3, 2023
3:55 PM
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4:05 PM
NETWORKING BREAK
Tuesday, October 3, 2023
4:05 PM
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4:50 PM
INSTITUTIONAL INVESTOR PERSPECTIVES
Jay Madia, Head of Risk Assets, AXIS Capital
David Graham, CIO, AmFam Group
Anders Hall, CIO, Vanderbilt University
Christine Todd, CIO, Arch Capital Group
Moderator: Jim Aiello, Co-Chair, Greenwich Economic Forum
Tuesday, October 3, 2023
4:55 PM
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5:20 PM
THE MACRO OPPORTUNITY SET: EMBRACING UNCERTAINTY AND VOLATILITY
Pablo Calderini, President & CIO, Graham Capital Management
Moderator: Damian Sassower, Chief EM Fixed Income Strategist, Bloomberg Intelligence
Tuesday, October 3, 2023
5:25 PM
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5:50 PM
FIRESIDE CHAT WITH MAYOR FRANCIS SUAREZ
Francis Suarez, Mayor, City of Miami
Moderator: Maneet Ahuja, Founder & Editor-at-Large, ICONOCLAST, Forbes
Tuesday, October 3, 2023
5:55 PM
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6:00 PM
CLOSING REMARKS
Jim Aiello, Co-Chair, Greenwich Economic Forum
Bruce McGuire, Co-Chair, Greenwich Economic Forum
Master of Ceremonies: Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
Tuesday, October 3, 2023
6:00 PM
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7:00 PM
COCKTAIL RECEPTION
Wednesday, October 4, 2023
7:30 AM
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8:25 AM
REGISTRATION AND BREAKFAST
Wednesday, October 4, 2023
8:25 AM
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8:30 AM
GREENWICH ECONOMIC FORUM WELCOME
Jim Aiello, Co-Chair, Greenwich Economic Forum
Bruce McGuire, Co-Chair, Greenwich Economic Forum
Master of Ceremonies: Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
Wednesday, October 4, 2023
8:35 AM
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9:00 AM
SENATOR BLUMENTHAL: THE ECONOMIC AND SOCIAL CONSEQUENCES OF THE UKRAINE WAR
Richard Blumenthal, U.S. Senator from Connecticut, United States
Moderators: Jim Aiello and Bruce McGuire, Co-Chairs, Greenwich Economic Forum
Wednesday, October 4, 2023
9:05 AM
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9:35 AM
FORESIGHT AT THE FORUM: DAVID RUBENSTEIN AND JENNY JOHNSON DISCUSS TRENDS AND OPPORTUNITIES IN TODAY’S DYNAMIC LANDSCAPE
David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group
Jenny Johnson, CEO, Franklin Templeton
Wednesday, October 4, 2023
9:40 AM
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10:20 AM
SURVIVING HEADWINDS: HOW WE CAN HELP PORTFOLIO COMPANIES NAVIGATE IN A TIGHT MARKET
Lisa Donahue, Co-Head of the Americas and Asia, AlixPartners
Mike Dieber, Partner and Co-Head of Portfolio Management, U.S. Direct Lending, Ares Management
Moderator: Allison McNeely, Reporter, Bloomberg
Wednesday, October 4, 2023
10:20 AM
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10:50 AM
NETWORKING BREAK
Wednesday, October 4, 2023
10:50 AM
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11:30 AM
EXPANDING ACCESS TO ALTERNATIVE INVESTMENTS
James Costabile, Managing Director and Head of Alternatives Distribution, iCapital
Ludwig Pierre Schulze, Managing Partner, Alumni Ventures
Anna Snider, Head of Due Diligence, Bank of America
Ted Yarbrough, CIO, Yieldstreet
Moderator: Emily Dreas, Managing Director & Market Executive, Bank of America Private Bank
Wednesday, October 4, 2023
11:35 AM
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11:45 PM
PREAMBLE TO THE ENERGY TRANSITION PANEL
Afsaneh Beschloss, Founder & CEO, RockCreek
Mark Baumgartner, CIO, Carnegie Corporation of New York
Wednesday, October 4, 2023
11:45 AM
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12:20 PM
THE ENERGY TRANSITION
Afsaneh Beschloss, Founder & CEO, RockCreek
Lisa Audet, Founder & CIO, Tall Trees Capital Management
Mark Baumgartner, CIO, Carnegie Corporation of New York
Don Casturo, Founding Partner & CIO, Quantix Commodities
Moderator: Rebecca Patterson, Global Macro Investor & Board Chair, Council for Economic Education
Wednesday, October 4, 2023
12:20 PM
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1:00 PM
LUNCH
Wednesday, October 4, 2023
1:00 PM
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1:30 PM
LUNCHEON FIRESIDE CHAT
Michael Spence, Economist & Nobel Laureate, Stanford University
Dambisa Moyo, Global Economist & Board Member, Chevron, Conde Nast, and the Oxford University Endowment
Moderator: Rebecca Patterson, Global Macro Investor & Board Chair, Council for Economic Education
Wednesday, October 4, 2023
1:35 PM
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2:15 PM
OPPORTUNITIES TODAY IN REAL ASSET INVESTING
Justin Gregory, Senior Portfolio Manager, Hildene Capital Management
Bryan Donohoe, Partner, Co-Head of U.S. Real Estate, Ares Management
Pooja Goyal, Partner and Chief Investment Officer Infrastructure Group, The Carlyle Group
Moderator: Deepika Sharma, Global Head of Manager Selection, MASS, BlackRock
Wednesday, October 4, 2023
2:20 PM
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2:50 PM
IN CONVERSATION WITH WILBUR ROSS
Wilbur Ross, 39th US Secretary of Commerce, United States
Moderator: James Fontanella-Khan, US Corporate Finance and Deals Editor, Financial Times
Wednesday, October 4, 2023
2:55 AM
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3:30 PM
INNOVATIVE FINANCING IN FINTECH
Dr. Yanan Wu, Chairman & CEO, Surfin-Meta
Dave Thornton, CEO & CIO, Vested
Moderator: Mike Ashmore, Co-Founder & CEO, Rondeivu
Wednesday, October 4, 2023
3:30 PM
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3:55 PM
NETWORKING BREAK
Wednesday, October 4, 2023
3:55 PM
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4:35 PM
APAC INVESTMENT OPPORTUNITIES
Jeff Li, CEO, Gopher Asset Management International, Noah Holdings
Matthew Hoffer, Founder & Principal, Spire Capital
Bill Lu, Founder & CIO, Aspetuck Capital Management
Moderator: Gene Reilly, CEO, Greenwich Quantitative Research
Wednesday, October 4, 2023
4:40 PM
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5:20 PM
INNOVATIONS IN DIGITAL ASSETS
Rachel Anderika, COO, Anchorage Digital Bank
Jamil Nazarali, CEO, EDX Markets
Randy Little, Partner, 1 RoundTable Partners / 10T Holdings
Moderator: Tanaya Macheel, Markets & Crypto Investing Reporter, CNBC
Wednesday, October 4, 2023
5:25 PM
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5:35 PM
CLOSING REMARKS
Jim Aiello, Co-Chair, Greenwich Economic Forum
Bruce McGuire, Co-Chair, Greenwich Economic Forum
Wednesday, October 4, 2023
5:35 PM
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6:35 PM