Greenwich 2023
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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: 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.
October 3rd - 4th, 2023
TBA
Venue
Delamar Greenwich Harbor, Steamboat Road, Greenwich, CT, USA




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Name
Founder, CIO Mentor and
Member of the Board
Founder, CIO Mentor and
Member of the Board

Name
Founder, CIO Mentor and
Member of the Board
Founder, CIO Mentor and
Member of the Board

Name
Founder, CIO Mentor and
Member of the Board
Founder, CIO Mentor and
Member of the Board

Maneet Ahuja
ICONOCLAST
Founder & Editor-at-Large

Lisa Audet
Tall Trees Capital Management LP
Founder & CIO

Lawrence Calcano
iCapital
Chairman & CEO

Jan Dan Eck
VanEck
CEO

Emily Dreas
Bank of America Private Bank
Managing Director & Market Executive

David Graham
AmFam Group
CIO

Kurt Hoffman
Apollo Global
Managing Director, Corporate Credit

Randy Little
1RoundTable Partners / 10T Holdings
Partner

Saira Malik
Nuveen
CIO

Jose Minaya
BNY
Global Head, BNY Investments and Wealth

Joseph Quinlan
Bank of America
Chief Market Strategist

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

Anna Snider
Head of Due Diligence, CIO Office
Head of Due Diligence

Dr. Yanan Wu
Surfin Meta Digital Technology
Founder & CEO

Jim Aiello
Greenwich Economic Forum
Co-Founder

Mark Baumgartner
Carnegie Corporation
CIO

Pablo Calderini
Graham Capital Management
President & CIO

Mike Dieber
U.S. Direct Lending
Partner, Co-Head of Portfolio Management

James Fontanella-Khan
Financial Times
U.S. Corporate Finance & Deals Editor

Justin Gregory
Hildene Capital Management, LLC
Senior Portfolio Manager

Matt Kaplan
Great Elm Capital Corp
President & CEO

Dr. Bill Lu
Aspetuck Capital Management
Founder & CEO

Brooke Masters
Financial Times
U.S. Financial Editor

Jamil Nazarali
EDX Markets
CEO

Gene Reilly
Greenwich Quantitative Research
Founder & CIO

Damian Sassower
Bloomberg Intelligence
Chief Emerging Market Fixed Income Strategist

Dave Thornton
Vested
CEO & CIO

Ted Yarbrough
Yieldstreet
President & CIO

Rachel Anderika
Anchorage Digital
COO & Head of Global Operations

Afsaneh Beschloss
RockCreek
Founder & CEO

Don Casturo
Quantix Commodities
Founding Partner & CIO

Lisa Donahue
AlixPartners
Co-Head of the Americas & Asia

Harold Ford, Jr.
PNC Bank New York
Former Congressional Representative, Regional President

Wyc Grousbeck
Boston Celtics
Lead Owner & CEO

Kamaron Leach
Leach Ventures
Founder & CEO

Tanaya Macheel
CNBC
Markets & Crypto Investing Reporter

Bruce McGuire
Greenwich Economic Forum
Co-Founder

Ludwig Pierre Schulze
Alumni Ventures
Managing Partner

Gregory Robbins
Golub Capital
Vice Chair

Randy Schwimmer
Churchill Asset Management
Vice Chairman, Chief Investment Strategist

Christine Todd
Arch Capital Group Ltd.
CIO

Mike Ashmore
Rondeivu
Co-Founder & CEO

Richard Blumenthal
United States
U.S. Senator - Connecticut

James Costabile
iCapital
Managing Director & Head of Alternatives Distribution

Bryan Donohoe
Ares Management
Partner, Co-Head of U.S. Real Estate

Pooja Goyal
Infrastructure Group
Partner & CIO

Anders Hall
Vanderbilt University
CIO

Jeff Li
Gopher Asset International, Noah Holdings
CEO of Gopher Asset International

Jay Madia
Axis Capital
Former Head of Risk Assets

Allison McNeely
Bloomberg
Reporter

George Pyne
Bruin Capital
Founder & CEO

Wilbur Ross
United States
39th US Secretary of Commerce

Deepika Sharma
Selection, MASS
Global Head of Manager

David Westin
Bloomberg
Anchor
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Tuesday, October 3, 2023
7:30 AM
-
8:25 AM
REGISTRATION AND BREAKFAST
Tuesday, October 3, 2023
8:25 AM
-
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
-
8:55 AM
GOVERNOR LAMONT WELCOME
Ned Lamont, Governor, State of Connecticut
Tuesday, October 3, 2023
9:00 AM
-
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
-
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
-
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
-
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
-
11:40 PM
NETWORKING BREAK
Tuesday, October 3, 2023
11:40 AM
-
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
-
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
-
1:30 PM
LUNCH
Tuesday, October 3, 2023
1:30 PM
-
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
-
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
-
3:50 PM
CEO PERSPECTIVES
Tuesday, October 3, 2023
3:55 PM
-
4:05 PM
NETWORKING BREAK
Tuesday, October 3, 2023
4:05 PM
-
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
-
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
-
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
-
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
-
7:00 PM
COCKTAIL RECEPTION
Wednesday, October 4, 2023
7:30 AM
-
8:25 AM
REGISTRATION AND BREAKFAST
Wednesday, October 4, 2023
8:25 AM
-
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
-
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
-
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
-
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
-
10:50 AM
NETWORKING BREAK
Wednesday, October 4, 2023
10:50 AM
-
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
-
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
-
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
-
1:00 PM
LUNCH
Wednesday, October 4, 2023
1:00 PM
-
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
-
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
-
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
-
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
-
3:55 PM
NETWORKING BREAK
Wednesday, October 4, 2023
3:55 PM
-
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
-
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
-
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
-
6:35 PM