2026 Featured Participants

Allen Kim

Director

Cara Marcantonio

Senior Investment Manager

McArron Partners, LP

Chris Fisher

Managing Partner

Christine Connors

Co-Founder and CEO

Cole Moniz

Associate, Private Wealth

Danny Lee

Managing Director

David Welsch

Senior Vice President, Independent Adviser Group (IAG)

Dune Thorne

Chief Strategy Officer of U.S. Private Client, Endowment & Foundation

Erik Mosholt

Chief Investment Officer

Jeff Fulk

Managing Director

Jeff Meyers

Senior Director of Private Markets

Jon Bassett

Head of Private Direct Investments

Kelly Coffey

Founder

Meghan Reynolds

Managing Partner

Michael Batnick

Managing Partner

Michael Mithoff

Managing Director, Head of Private Equity

Nirav Kachalia

Senior Advisor

Scott Yi

Head of Alternative Investments

Tammy Funasaki

Managing Director

Todd Golper

Partner & Head of Alternatives

Allen Kim

Director

Cara Marcantonio

Senior Investment Manager

McArron Partners, LP

Chris Fisher

Managing Partner

Christine Connors

Co-Founder and CEO

Cole Moniz

Associate, Private Wealth

Danny Lee

Managing Director

David Welsch

Senior Vice President, Independent Adviser Group (IAG)

Dune Thorne

Chief Strategy Officer of U.S. Private Client, Endowment & Foundation

Erik Mosholt

Chief Investment Officer

Jeff Fulk

Managing Director

Jeff Meyers

Senior Director of Private Markets

Jon Bassett

Head of Private Direct Investments

Kelly Coffey

Founder

Michael Batnick

Managing Partner

Michael Mithoff

Managing Director, Head of Private Equity

Nirav Kachalia

Senior Advisor

Scott Yi

Head of Alternative Investments

Todd Golper

Partner & Head of Alternatives

Meghan Reynolds

Managing Partner

Tammy Funasaki

Managing Director