Agenda for 361Firm’s 8th Florida Conferences in Naples & Miami Jan. 24-27, 2025

The agenda below is evolving, subject to change. The latest version is in the Program Deck.

Naples

Jan. 24 (Naples): Informal:

  3:00 PM   Playhouse Tour*

  5:00 PM   “Billionaire Row” Boat Tour*

  7:00 PM   Dinner @Aqua*

Jan. 25 (Naples) - AC 5th Ave:

  8:30 AM  Pickleball*

11:30 AM Car Museum Tour*

  1:30 PM   Conference Begins at AC Hotel
Welcome by Mark Sanor (361 Founder) and Teresa Heitmann, Mayor, City of Naples

2:00 PM Naples Zeitgeist Panels

• Moderator: Fred Sasser, Family Business Network

• Kristen Coury, Executive Director, Gulfshore Playhouse.

• Michael Wynn, Chairman Wynn Family Companies, President, Sunshine Ace Hardware

• Eileen Connolly Keesler, Collier County Community Foundation

• Barb Quasius, SFO, Naples  

2:45 PM  Panel on Global Regions & Assets

• Stephen Burke, ARS 

• Josette Sheeran, ex-Vice Chair WEF

• Barbara Doran, Penn St. Endowment Cee

• Brian Cohen, SFO / NY Angels (Founder)

• Ted Koenig, Monroe Capital

3:15 PM  Breakouts Round 1**

4:00 PM  Panel on AI & Emerging Industries

• Josh Larson, Hamilton Bank

• Matthew Friedman, Bear Diversified

• Carl Pro, ProCHEM

• Chris Jones, UVM Pension

4:45 PM  Panel on Philanthropy & NextGens

• Moderator: Oscar Paez, Family Business Consulting Group 

• James Nazarov, SFO NGen

• Professor De Kai, UC Berkeley

• Serinda Swan, Blueprint Kids

5:15 PM   Breakouts**   

6:00 PM   Debrief & Reception

8:00 PM   Karaoke at Soluna Restaurant (403 Bayfront Place)

**Round 1 Breakouts: VC, PE, Credit/RE, Pub. Markets, Emerging Mgrs, Tax Alts, Asia, LatAm, Europe, GCC

**Round 2 Breakouts: AI, Health, Digital Assets, Energy, Philanthropies

Jan. 26 (Naples) - AC 5th Ave:

8:00  Breakfast, AC Naples

9:00  Drivers of SW Florida Economy

8:00 AM Breakfast

9:00 AM Opening Keynotes and Speakers

• Jay Newman, Athens Group, Four Seasons Hotel - Naples

• Brian Goguen, CIO for Barron Collier

• Eileen Connolly-Keesler, Collier City Foundation

• Chris Hall, Chair, Collier City Commissioners

10:00 AM Panel on Business of Sports

• Jack Wyant, Part-Owner, Cincinnati Reds, Part-Owner, FC Cincinnati, Co-Founder, Cincinnati Squash Academy, Managing Director, Blue Chip Partners/Queen City Angels, Vintage Executive, Procter & Gamble.

• Mike Dee, CEO, US Open, Naples Pickleball Center

• Daniel Mildenberg, COO, Co-Founder, USL FC Naples

• Bob Moreno, CEO + Co-Founder - USL FC Naples

• Nick Davidov, Davidovs VC

• Shawn Grewal, SFO, DCA Partners

12:00 PM  Pickleball Mixer & Lunch, East Naples Community Park

3:00 PM  Awards Ceremony, Travel to Miami

Miami

Jan. 26 - (Miami) -

7:00 PM  Informal Gathering Miami Downtown - Details TBA but we plan for the penthouse on the 47th floor of the building where we host our event (333 SE 2nd Ave)

Jan. 27 - (Miami) - Greenberg Traurig, 333 SE 2d Ave:

9:00 AM Allocator Breakfast for approved QPs*

10:00 AM Allocator Session* with Investor Survey 18 results and Peer Presentations:

• Todd Ruppert - “LMM PE Landscape”

• Ken Goldman - “Investment Outlook”

11:00 AM   Peer & Deal Presentations 

12:00 PM   Lunch, 1:1s

1:00 PM  Conference Opens, Welcome Keynote 

1:15 Global Regions Panel

• Peter Marber, Global Evolution

• Ben Wey, Hamilton Bank

• Tim McCarthy, Halcyon Eurasia

• Rosemary Sagar, Sagar SFO

• Mauro Rodrigues de Cuhna, Embraer

  1:45 LatAm Investment Panel

• John Price, on Top 10 LatAm Growth Sectors

• Axel Christensen, Blackrock MD for LatAm

• Eduardo Gamarra, FIU, on Geopolitics 

• Artur Aleksandrowicz, Monetech Mexico

• Adam A Blanco, on Russia/China in LatAm

• Yosbel Ibarra, Greenberg Traurig LatAm Head

2:15 Public and Private Markets Panel

• Jon Najarian & Marc LoPresti, Rebellion, ex-CNBC

• Peter Borish, Commentator, Advisor at CIBC

• Richard Sobel, SFO Altai Capital 

• Barbara Doran, Penn St. Endowment  

2:30 PM Private Credit Niches

• Duncan Riefler, Investor

• Malek Meslemani, Ancora Investment

• Dan Bird, Thornwood Hill

2:45 PM Breakouts - Round 1**

3:30 PM  Panel on AI & Emerging Industries

• Kate Roelofs, Accelerator Cap (deep tech HF)

• Consuelo Vanderbilt, NGen, SoHo Muse

• Sahir Ali, Modi VC

• Nick Davidov, Davidov VC

4:00 PM  Panel on Philanthropy & NextGens

• Kay Makishi, Lupoff SFO

• Rich Nespola, SFO

• Professor De Kai, UC Berkeley

• Mary D’Souza, SFO

• Maria Jimenez-Lara, Naples Children & Ed Found.

4:45 PM   Breakouts - Round 2 by Topics**   

5:30 PM   Debrief & Reception

*Limited to Qualified Purchasers approved via 361’s Diagnostic (361.pub/shortdiag)

**Round 1 Breakouts: VC, PE, Credit/RE, Pub. Markets, Emerging Mgrs, Tax Alts, Asia, LatAm, Europe, GCC

**Round 2 Breakouts: AI, Health, Digital Assets, Energy, Philanthropies

Jan. 28: 10:30am Town Hall, 11am Briefing Informal gatherings