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

The agenda is always evolving. The latest version is in the Program Deck.

Naples

Jan. 24 Naples

  3:00 PM   Playhouse Tour* (60 min)

  4:30 PM   “Billionaire Row” Boat Tour* - Book at 361.pub/napboat

Choose - Naples Sunset Dinner Cruises, You’ll get 2 Options [$59 or $91 (with dinner)] it’s for 2 hours

  7:00 PM   Dinner @Aqua (862 5th Ave S)*

Jan. 25 Naples AC 5th Ave

  8:30 AM  Pickleball*

11:00 AM Car Museum Tour* - Book at 361.pub/naprevs

  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)

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

  • Bleu Blakslee, Save The Children

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

8:30 Opening Speakers

  • Investment Perspectives - Dr. Mark Shore, CME Group

  • Where Will Family Offices Invest Trillions? - Ron Diamond, Investor, Tiger21

9:30  Drivers of SW Florida Economy

  • Brian Goguen, CIO for Barron Collier Companies

  • Jay Newman, Athens Group (Michael Dell)

  • Chris Hall, Chair, Collier Cty Commissioners

  • Eileen Connolly-Keesler, Collier Cty Found.

10:30 AM Panel on Business of Sports

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

  • Shawn Grewal, SFO, investing in sports

  • Nick Davidov, Davidovs VC, Palo Alto VC investing in AI companies (some with a sports focus)

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

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

  • 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.

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 at the JW Marquis Marriott (255 Biscayne Blvd Way, 19th floor, bowling event space).

Jan. 27 Miami Greenberg Traurig, 333 SE 2d Ave

9:00 AM Allocator Breakfast for approved QPs*

10:00 AM Allocator Session* with

  • “LMM PE Landscape” - Todd Ruppert (ex-CEO T. Rowe Price)

  • “Investment Outlook” - Ken Goldman (Investor ex-CIO for Eric Schmidt’s FO)

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

  • Peter Borish, Commentator, Advisor at CIBC

  • Richard Sobel, SFO Altai Capital 

  • Barbara Doran, Penn St. Endowment

  • Stephen Burke, ARS  

2:30 PM Private Credit Niches

  • Duncan Riefler, Investor

  • Malek Meslemani, Ancora Investment

  • Dan Bird, Thornwood Hill

2:45 PM Breakouts - Round 1**

3:45 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

4:30 PM  Panel on Philanthropy & NextGens

  • Rich Nespola, SFO

  • Mary D’Souza, SFO

  • Oscar Paez, Family Business Consulting Group (Moderator)

  • James Nazarov, SFO NGen

  • Bleu Blakslee, Save The Children

4:55 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 

Breakouts