Greenwich 2024
Overview
GEF’s Annual Conference is our flagship event held each Fall in Greenwich, CT. GEF has built its reputation on the quality of our speakers, the seniority of our delegates, and the intimacy of our settings. In seven years, GEF has become one of the world’s premier conferences for investors, asset owners, economists, and policy makers. GEF conferences are elegant and intimate, and allow for real relationship building in a collegial environment.
Note: In order to attend any GEF event, please apply to become a member or sponsor
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October 8th & 9th, 2024
TBA
Venue
Delamar Greenwich Harbor, 500 Steamboat Road, Greenwich, CT, USA

























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Founder, CIO Mentor
Bridgewater Associates

Chairperson & Co-Founder
Primetime Partners

Chief Investment Officer
Guggenheim Partners Investment Management

CFO of Noah Holdings & CEO of Noah Hong Kong
Noah Holdings

Anchor & Global Finance Correspondent
Bloomberg LP

Chairman & CEO
QXO, Inc.

Chairman of the Investment Committee
Maharlika Investment Corp.

President & CEO
Churchill Asset Management

Chairman & CEO
iCapital

News Anchor
Bloomberg TV

President
Guggenheim Investments

Global Macro Investor & Board Chair
Economic Education

Director, Partner & Head of Credit Group
Ares

SEC Commissioner
U.S. Securities and Exchange Commission

Executive Director & Global Chief Investment Strategist
Mercer

Professor & Economist
New York University and Roubini Macro

Chairman & CEO
SURFIN

Chairman & CEO
Barings

President & CEO
Calamos

Co-Founder
Greenwich Economic Forum

Head of Team, Portfolio Manager
Polen Capital

President & CIO
Graham Capital Management

Founder & CIO
Eltura Capital Management

Director of Hedge Fund Research
BlackRock

Co-Founder & CEO
B Generous

Chief Representative to US & UK
Hong Kong Monetary Authority

Co-Founder & CEO
RapidSOS

Co-Founder
Greenwich Economic Forum

Head of US Real Estate
Barings

Vice Chairman
Churchill Asset Management

Author and Executive Chairman, Agilion, Inc.
Agility, Financial Darwinism, and Risk Management

Principal
Accathon Capital Family Office

Managing Director, Chief Investment Strategist
iCapital

CEO & Chairman
Atlas Capital

Founder, CEO & Board Chairman
Alumni Ventures

Co-Founder, President & Director of Research
Cheyne Capital

Chief Investment Officer
Bank of America Corporation

Principal
Kelly Investments

CEO of Gopher Asset International
Gopher Asset International, Noah Holdings

U.S. Financial Editor
Financial Times

CEO
Polen Capital

Founder & Managing Partner
Prosek Partners

Reporter
Bloomberg

Founding Partner
Aurora Macro Strategies

CIO of Alternatives
Arch Capital Group

Anchor
Bloomberg TV

Founder & Managing Partner
Brinley Partners

Managing Partner
GreensLedge Capital Markets

Founder & CEO
Pryon

CEO
Tekne Capital Management

Head of Risk Assets
AXIS Capital

President
Antares Capital Advisors

Managing Director
Freedom Capital Markets

Chief EM Credit Strategist
Bloomberg Intelligence

Editor At Large
Barron’s

Managing Partner
Edgewood Ventures Family Office

Founder and Managing Partner
Melodeon Capital Partners and Chairman of Cartiga

Chairman & Investment Committee
Australian Retirement Trust

Man. Director & CRO
Head of Global Risk Man. (retired)
Lazard Ltd. & Lazard Asset Management LLC (retired)

Partner & Co-Head of U.S. Investments
Ares Real Estate

Senior Partner
TLG Holdings

U.S. Editor
Reuters

CEO
First Eagle Investments

Senior Macro Strategist
Bloomberg Intelligence

DECD Head
State of CT

Managing Partner
Alumni Ventures

President
Project Liberty

Managing Director
Real Estate Impact Investing, Nuveen
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Tuesday, October 8, 2024
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Tuesday, October 8, 2024
7:30 AM
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8:00 AM
REGISTRATION & BREAKFAST
Tuesday, October 8, 2024
8:00 AM
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8:10 AM
WELCOMING REMARKS
Jim Aiello, Co-Chairs, Greenwich Economic Forum
Bruce McGuire, Co-Chairs, Greenwich Economic Forum
Emcee: Randy Schwimmer, Vice Chairman, Churchill Asset Management
Tuesday, October 8, 2024
8:10 AM
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8:25 AM
WELCOMING REMARKS
Daniel O'Keefe, DECD Commissioner, State of Connecticut
Tuesday, October 8, 2024
8:30 AM
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8:55 AM
THE NEW WORLD ORDER IN PRIVATE CREDIT
Ken Kencel, President & CEO, Churchill Asset Management
Moderator: Romaine Bostick, TV Anchor, Bloomberg
Tuesday, October 8, 2024
9:00 AM
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9:25 AM
PRINCIPLES FOR THE ECONOMY & INVESTING
Ray Dalio, Founder and CIO Mentor, Bridgewater Associates
Moderator: Sonali Basak, Bloomberg, TV Anchor & Correspondent, Bloomberg
Tuesday, October 8, 2024
9:30 AM
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9:55 AM
HOW TO BUILD A GLOBAL BUSINESS
Brad Jacobs, Chairman and CEO, QXO
Moderator: Romaine Bostick, TV Anchor, Bloomberg
Tuesday, October 8, 2024
10:00 AM
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10:25 AM
BUILDING A WORLD CLASS PRIVATE CREDIT BUSINESS
Kipp deVeer, Director, Partner and Head of Credit Group, Ares Management
Moderator: Sonali Basak, TV Anchor & Correspondent, Bloomberg
Tuesday, October 8, 2024
10:30 AM
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11:00 AM
NETWORKING BREAK
Tuesday, October 8, 2024
11:05 AM
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11:30 AM
THE FUTURE OF FINANCIAL TECHNOLOGY; ENABLING NEW SOURCES OF CAPITAL INTO THE ALTERNATIVE INVESTMENT SPACE
Lawrence Calcano, CEO, iCapital
Moderator: Andrew Serwer, Editor At Large, Barron’s
Tuesday, October 8, 2024
11:35 AM
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12:15 PM
CEO PERSPECTIVES - A PEER ON PEER DISCUSSION
Stan Moss, CEO, Polen Capital
Mehdi Mahmud, President and CEO, First Eagle Investments
Dina DiLorenzo, President, Guggenheim Investments
Moderator: Andrew Serwer, Editor At Large, Barron’s
Tuesday, October 8, 2024
12:15 PM
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1:15 PM
LUNCH
Tuesday, October 8, 2024
12:15 PM
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1:15 PM
FIRESIDE CHAT WITH LEO TILMAN: NAVIGATING THE UNKNOWN AND SEIZING OPPORTUNITIES IN A WORLD OF DISRUPTION
Leo Tilman, Author of Agility, Financial Darwinism, and Risk Management
Moderator: Yury S. Dubrovsky, Managing Director, Chief Risk Officer, Lazard Ltd. (retired)
Tuesday, October 8, 2024
1:20 PM
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2:00 PM
TRENDS AND OPPORTUNITIES IN TODAY’S PRIVATE CREDIT MARKET
Dave Breazzano, Head of Team for Credit, Polen Capital
Kerry Dolan, Founder and Managing Partner, Brinley Partners
Stuart Fiertz, Co-Founder, Cheney Capital
Moderator: Jay Madia, Managing Director, Head of Risk Assets, Axis Capital
Tuesday, October 8, 2024
2:05 PM
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2:30 PM
A CIO’S PERSPECTIVES ON KEY GLOBAL MARKETS
Anne Walsh, CIO, Guggenheim
Moderator: Alexandra Semenova, Reporter, Bloomberg
Tuesday, October 8, 2024
2:35 PM
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3:00 PM
WHERE CREDIT INVESTING GOES NEXT
Mike Freno, Chairman and CEO, Barings
Moderator: Jennifer Prosek, Managing Partner, Prosek Partners
Tuesday, October 8, 2024
3:00 PM
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3:30 PM
NETWORKING BREAK
Tuesday, October 8, 2024
3:30 PM
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4:10 PM
FAMILY OFFICE PERSPECTIVES: TECH AND INNOVATION INVESTING
Chris Kelly, General Partner, Kelly Family Office
David Johnson, Managing Partner, Johnson Family Office
Vishal Verma, Managing Partner, Edgewood Ventures Family Office
Michael Zhu, Principal, Accathon Capital Family Office
Moderator: Marcia Nelson, Managing Director, Freedom Capital Markets
Tuesday, October 8, 2024
4:15 PM
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4:40 PM
FINANCIAL REGULATION COMING DOWN THE ROAD
Hester Peirce, Commissioner, U.S. Securities and Exchange Commission
Moderator: Brooke Masters, US Financial Editor, Financial Times
Tuesday, October 8, 2024
4:45 PM
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5:25 PM
INSTITUTIONAL INVESTOR PERSPECTIVES
William Bell, CIO of Alternatives, Arch Capital Group
Mark Burgess, Chairman & Investment Committee, Australian Retirement Trust
Anson Law, Chief Representative to US & UK, Hong Kong Monetary Authority
Jay Madia, Managing Director, Head of Risk Assets, Axis Capital
Moderator: Jim Aiello, Co-Founder, Greenwich Economic Forum
Tuesday, October 8, 2024
5:30 PM
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7:00 PM
BUILDING AND LAND TECHNOLOGY COCKTAIL RECEPTION
Wednesday, October 9, 2024
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Wednesday, October 9, 2024
7:30 AM
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8:00 AM
REGISTRATION & BREAKFAST
Wednesday, October 9, 2024
8:00 AM
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8:10 AM
WELCOMING REMARKS
Bruce McGuire, Co-Chairs, Greenwich Economic Forum
Jim Aiello, Co-Chairs, Greenwich Economic Forum
Emcee: Mike McGlone, Senior Strategist, Bloomberg Intelligence
Wednesday, October 9, 2024
8:15 AM
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8:40 AM
FIRESIDE CHAT WITH ECONOMIST NOURIEL ROUBINI
Nouriel Roubini, Professor & Economist, New York University and Roubini Macro
Moderator: Reza Bundy, CEO & Chairman, Atlas Capital
Wednesday, October 9, 2024
8:45 AM
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9:10 AM
FIRESIDE CHAT WITH ANTARES
Vivek Mathew, President, Antares Capital Advisers
Moderator: Mark Burgess, Chairman & Investment Committee, Australian Retirement Trust
Wednesday, October 9, 2024
9:15 AM
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10:00 AM
OPPORTUNITIES & TRENDS IN REAL ASSETS
Pamela Watkins-West, Managing Director, Real Estate Impact Investing, Nuveen
Andrew Holm, Partner and Co-Head of U.S. Investments, Ares Real Estate
John Ockerbloom, Head of U.S. & European Real Estate, Barings
Moderator: Jay Madia, Managing Director, Head of Risk Assets, Axis Capital
Wednesday, October 9, 2024
10:05 AM
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10:30 AM
DEMOCRATIZATION OF ALTERNATIVE INVESTMENTS
John Koudounis, President and CEO, Calamos Investments
Moderator: Dani Burger, Anchor, Bloomberg TV
Wednesday, October 9, 2024
10:30 AM
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11:10 AM
NETWORKING BREAK
Wednesday, October 9, 2024
11:15 AM
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11:55 AM
GLOBAL HEDGE FUND STRATEGIES
Intro by: Grant Pan, CFO of Noah Holdings, CEO of Noah Hong Kong
Jeff Li, CEO of Gopher Asset international, Noah Holdings
Pablo Calderini, President & CIO Graham Capital Management
Moderator: Alexandra Semenova, Reporter, Bloomberg
Wednesday, October 9, 2024
12:00 PM
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12:20 PM
FIRESIDE CHAT WITH VC LEGEND ALAN PATRICOF
Alan Patricof, Chairperson & Co-Founder, Primetime Partners
Moderator: Ludwig Pierre Schulze, Managing Partner, Alumni Ventures
Wednesday, October 9, 2024
12:25 PM
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1:10 PM
LUNCH & KEYNOTE: WHEN TOMORROW'S TECH MEETS YESTERDAY'S POLICY - WHAT’S AT STAKE THIS ELECTION
Tomicah Tillemann, President, Project Liberty, McCourt Global
Moderator: Lauren Silva Laughlin, US Editor, Breakingviews Thomson Reuters
Wednesday, October 9, 2024
1:15 PM
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2:05 PM
THE MACRO INVESTMENT ENVIRONMENT
Chris Hyzy, CIO, Bank of America Merrill Lynch
Anastasia Amoroso, Managing Director and Chief Investment Strategist, iCapital
Rebecca Patterson, former Chief Strategist, Bridgewater Associates
Rich Nuzum, CFA, Global Chief Investment Strategist, Mercer
Moderator: Dimitris Valatsas, Founding Partner, Aurora Macro Strategies
Wednesday, October 9, 2024
2:10 PM
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2:55 PM
OPPORTUNITIES IN EMERGING MARKETS
Yanan Wu, Chairman & CEO, Surfin Meta
Andrew Gan, Chairman of the Investment Committee, Maharlika Investment Corp.
Beeneet Kothari, CEO, Tekne Capital Management
Moderator: Damian Sassower, Chief EM Credit Strategist, Bloomberg Intelligence
Wednesday, October 9, 2024
3:00 PM
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3:25 PM
NETWORKING BREAK
Wednesday, October 9, 2024
3:30 PM
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4:15 PM
ASSET FINANCING: NEW FRONTIERS WITHIN PRIVATE CREDIT
Marty Ego, Founder and CIO, Eltura Capital Management
Halle Benett, Founder and Managing Partner, Melodeon Capital Partners and Chairman of Cartiga
Staten Hudson, Director, BlackRock
Moderator: Lesley Goldwasser, Managing Partner, GreensLedge Capital Markets
Wednesday, October 9, 2024
4:20 PM
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4:25 PM
GEF AND AV FUND ANNOUNCEMENT
Jim Aiello, Co-CEO, Greenwich Economic Forum
Bruce McGuire, Co-CEO, Greenwich Economic Forum
Michael Collins, Founder, CEO & Board Chairmen, Alumni Ventures
Wednesday, October 9, 2024
4:30 PM
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5:15 PM
VENTURE CAPITAL - FOUNDER PERSPECTIVES
Dominic Kalms, Co-Founder & CEO, B Generous
Michael Martin, Co-Founder & CEO, RapidSOS
Igor Jablokov, CEO, Pryon
Moderator: Ludwig Pierre Schulze, Managing Partner, Alumni Ventures
Wednesday, October 9, 2024
5:15 PM
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6:45 PM