Global Macro 2019 Brochure

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A Global Macro Perspective 2019

FLAIA is excited to be hosting the 8th Annual: A Global Macro Perspective 2019, December 4, in Miami, Florida during DECEMBER 4, 2018 Art Basel week. The conference precedes Art 9:00 AM to 7:00 PM EST Basel, the world’s largest modern art show, and serves as a great forum for all participants in the Greenberg Traurig Miami alternatives community to explore macro economic 333 SE 2nd Ave # 4400 trends, geo political risks, portfolio allocation strategies Miami, FL 33131 and networking with peers from all over the world. A Global Macro Perspective 2019 WELCOME

Dear Alternative Investment Professionals,

The constantly changing geopolitical climate gives rise to risk or opportunity. Art Basel is my favorite time of year. The weather cools a little and Miami is not overly crowded like high season but still full of interesting, colorful people from all over the world. I have been involved in Art Basel since 2002 and have experienced its growth from inception to the largest modern art show in the world. That growth, while impressive, does not compare to the intrigue that I get each year from viewing the world through the eyes of hundreds, if not thousands of different artists. Each year, I enjoy attending the show to view the overarching macro themes that surface in the art world. Reflecting back to 2003, I remember the macro themes being war, war machines, invasions, and ugly America. Fast forward to my least favorite theme in 2014- a year of perfect shapes like squares and isosceles triangles with plain colors like baby blue-depicting a smooth and stable world. On the investment front, 2014 was a great year around the world. The problem that started to brew in 2014 was the crash of the oil market. By the end of January 2016, oil was below $30 dollars a barrel, reflecting an oversupply and lack of global GDP growth. Looking at 2018 and reflecting on the price action of this year, one cannot imagine the same smooth colors and or perfectly symmetrical shapes such as those found in 2014. Vice President Mike Pence and Chinese President Xi Jinping at the Asia-Pacific Economic Cooperation (APEC) traded barbs and talked about cold war, hot war and trade wars. I anxiously await this year and the views from the artist community. We are in our 8th year of A Global Macro Perspective and our vision is to bring together principals and thought leaders from all over the world to discuss the market moving events that market wizards recognize as being meaningful to the economy. In 2016, if you waited for the end of January to organize your thoughts, you may have experienced a 15%+ market drawdown straight across the board. A Global Macro Perspective 2019 is timed perfectly to allow for reflection on the current year's market performance as well as to strategize for the upcoming year. Art Basel brings 20,000 high net worth people together in Miami each year and has only grown against a backdrop of multiple troubling geopolitical issues that were supposed to deliver the death knell to the world’s largest modern art show. The doom and gloom predictions continue as thought leaders, investment management titans, deep pocketed investors and the global art market converges on Miami. The Florida Alternative Investment Association offers a place for key decision makers to discuss geopolitical issues, global macro trends, and evaluate both opportunities and threats in today’s economic environment.

Sincerely,

Michael Corcelli Founder & Chairman Florida Alternative Investment Association A Global Macro Perspective 2019 AGENDA

9:00AM – 10:00AM Breakfast & Registration 1:10 PM – 2:30 PM Lunch Presentations Sponsored by Atlas Fund Services South Florida Real Estate Overview Speaker Mark Blount Spear Capital Group

Macroeconomic Market Research Update 10:00AM – 10:10AM Welcome Speaker Speakers Isaac Gilinski Brickell Analytics Nanette Aguirre Greenberg Traurig, LLP Michael Corcelli Florida Alternative Investment Association Update on US/China Relations & Trade Negotiations Invterviewer Rodolfo Milani B. Riley Wealth Management Interviewee Ambassador Terry Mills The Heritage Foundation 10:15AM – 10:45AM Foreign Exchange & Macroeconomic Landscape Overview Speaker Steven Jacolow Mistell Management 2:35PM – 3:25PM Tokenization of Assets and its Disruption on Early Stage Investing

Moderator Scott Daspin Triad Securities Corp

10:45 AM – 11:35 AM 2018; A Year of Transition: 2019: A New Macro Landscape Panelists

Moderator Bo Meggison AIM Group Shalin Madan Bodhi Tree Asset Management David Namdar Galaxy Digital John Cronin BuildCoin Foundation Panelists Renato Dimarzio Empire Hotels Dr. Michael Johannes O'Brien Investment Group David Hoffman Cathay Capital Ernest Jaffarian Efficient Capital 3:30 PM – 4:00 PM Networking Break Raymond Zucarro RVX Asset Management Fabio Bretas Phy Capital

4:00PM – 4:50PM Emerging and Minority Manager Industry Updates

11:40 AM – 12:10 PM Keynote Presentation Moderator Speaker Nanette Aguirre Greenberg Traurig Nathaniel Karp BBVA Panelists Doug Crawford Veterans Capital Claudio Phillips MB Global Partners Osagie Imasogie PIPV Capital 12:15 PM – 1:05 PM Interest Rates and Commodity Outlook for 2019 Peter Tsirigotis Greenberg Traurig Tiffany Mcghee Momentum | Advisors Moderator John Calabrese Guggenheim Partners 5:00PM – 7:00PM Networking Cocktails Panelists Sponsored by Greenberg Traurig, LLP Michael Hammond Gresham Investment Management Alberto Siblesz Glide Capital Chris Del Gatto Delgatto Diamond Finance Fund Bernardo Chacin Emergent Technology Holdings A Global Macro Perspective 2019 AGENDA

9:00AM – 10:00AM Breakfast & Registration 1:10 PM – 2:30 PM Lunch Presentations Sponsored by Atlas Fund Services South Florida Real Estate Overview Speaker Mark Blount Spear Capital Group

Moderator Scott Daspin Triad Securities Corp

10:45 AM – 11:35 AM 2018; A Year of Transition: 2019: A New Macro Landscape Panelists

4:00PM – 4:50PM Emerging and Minority Manager Industry Updates

Michael Corcelli Founder and Chairman, Alexander Alternative Capital Mr. Corcelli began his career in the private wealth management side of the business at UBS. In addition to helping UBS grow their assets under management, he was responsible for portfolio management and tactical asset allocation for private clients. After leaving UBS, Mr, Corcelli formed Alexander Alternative Capital, a global macro hedge fund that started with shorting sub-prime mortgage companies. Additionally, Mr. Corcelli is the Founder and Chairman of the Florida Alternative Investment Association (FLAIA), a 501(c)(6) non-profit organization which includes some of the most successful hedge funds and largest family offices both nationally and internationally. In 2012, he led an initiative to double the Florida State Board of Administration’s use of alternative investments from 10% to 20% freeing up roughly 15 billion dollars of new capital for hedge funds, private equity and venture capital. Michael earned his Bachelor of Science in Finance from the University of Miami.

Nanette Aguirre International Derivatives and Regulatory Partner, Greenberg Traurig, LLP Nanette Aguirre concentrates on derivatives and structured products. Her experience includes negotiating all forms of international derivative (ISDA), trading and prime brokerage agreements with global institutions. Additionally, she regularly advises on regulatory issues affecting the derivatives market, including without limitation, Dodd-Frank and related cross-border regulation. Nanette works throughout Latin America, in countries like Mexico and Colombia, advising banks, endowments, clearing organizations and other financial institutions. She has structured and negotiated finance and derivative transactions (including Indian and Chinese swaps, and generally, hedging securitization vehicles, credit and fund-linked derivatives, loan, credit default and equity swaps), exchange traded derivative agreements (including SEFs, and Futures and Options), repurchase agreements, securities lending agreements, prime brokerage (Reg T, Portfolio Margining and Enhanced Leverage), clearing (ISDA-FIA, DTCC, ISDA Amend/Markit.com), electronic trading agreements, tri-party and give-up arrangements. Nanette sits on the board of the Florida Alternative Investment Association.

Mark Blount Managing Partner, Spear Capital Group Mark played in the NBA for over ten years with Boston Celtics, Denver Nuggets, Minnesota Timberwolves, and Miami Heat. After his NBA career, Mark dived head first into the world of franchising and real estate. Partnering with Atlanta based - Focus Brands, Mark began to acquire several well-known national franchise locations and was able to successfully build them up and sell them for a substantial profit. His experience taught him operations, profit and loss, employee retention, labor control, inventory management, team building and lease negotiating. Seeing an opportunity within the real estate market led him, to initially acquire seven multi-family buildings, which he and his team renovated and operated under Mark’s direction. Taking his dedication and focus from his NBA days, Mark looks for properties that are undervalued and in areas that are poised for substantial growth. New initiatives include the creation of a portfolio that will continue to focus on multi-family and the growing sector of student housing across the country.

Fabio Bretas CEO, Phy Capital Fabio Bretas is the Founder and Chairman of Phy Capital Management. A leading Brazilian quantitative investor, Fabio is a specialist in developing proprietary technology to trade in volatile markets. Prior to founding Phy, Fabio was a Senior Portfolio Manager on BankBoston’s, quantitative investment fund, Boston Eagle Quant. Before joining BankBoston, a Bank of America company, he worked at Ibmec Educational (currently INSPER) as Coordinator. Fabio holds a degree of Science (PhD A.B.D) from the Universidade de São Paulo and a Master in Science from the Brazilian Institute for Aeronautics. He also holds his Certificate in International Management from the University of Toronto, Rotman School of Management.

John Calabrese Senior Managing Director, Guggenheim Partners John is a Senior Managing Director in the Structured Products Group at Guggenheim Securities. Focused primarily on RMBS, CMBS, ABS, CDO/CLO, and Esoteric Securitized Assets, John is an adviser to an extensive client list of institutional investors that are active in these areas. He started his career at Nikko Securities on the Mortgage Derivatives trading desk as an intern while still attending Villanova University. Shortly after graduation, he joined Lehman Brothers where at 26 he became a VP of Institutional Sales for MBS & ABS. During the years of ’01-’03, John traded distressed ABS, including Manufactured Housing, Franchise Loan, Aircraft Lease ABS and CBO’s, as a VP of Fixed Income at Oppenheimer. In 2004, John was hired by Friedman, Billings & Ramsey to help drive the sales effort of their newly formed Fixed Income group, which was focused primarily on Subprime ABS. In 2005 he joined Guggenheim Securities, and in 2009 opened an office in Fort Lauderdale, where he continues to work closely with clients, helping them identify attractive opportunities in all ABS-related products. He is also a tireless supporter of the Veteran community, serving as a committee member for Guggenheim’s Veterans Transition Assistance Program (VTAP). A Global Macro Perspective 2019 SPEAKERS

Bernardo J. Chacín Business Development Latin America, Emergent Technology Holdings Renato Dimarzio, CEO and Co-Founder of Empire Hotels Stephen Jacolow Principal, Mistell Management Bernardo J. Chacin joined the LATAM team of Emergent Technology in September of 2018. He brings a vast Renato has several years worth of experience in business administration and project management, Steven Jacolow has extensive professional experience as a discretionary macro portfolio manager. experience in the financial service sector in the region, experienced that he gained by working for Citibank and more specifically, in finance and investments. His experiences include financial services, sales Most recently, he managed the multibillion dollar Macro Directional strategy at Graham Capital LATAM region for more than 24 where Mr. Chacin served as Country Manager for Citi businesses in Ecuador, planning, and marketing intelligence. He has been an investor for many years, and one of his Management for a decade (20062016). He began his career in fund management in the early 1990's Venezuela, Guatemala and Colombia, being his last assignment Citi Country Manager for Colombia and Citi CEO passions is to find and attract investors from across the globe for good investment opportunities. at Commodities Corporation and Caxton Corporation, where he formed his risk management and for the Andean Cluster. In Emergent, Mr. Chacin is responsible, together with the LATAM team, for the business He is able to use these abilities as a knowledgeable presenter and negotiator. He is currently trading processes. Mr. Jacolow has managed capital at UBS/SBC, AIG, Deutsche Bank, and financial and operating performance and the commercial deployment of Emergent Technology businesses in the involved as founder and co-founder within other fintech companies. Graham Capital from 1996 to 2016. region, with focus in priority countries and developing business alliances with the main payment service providers and integrating our systems to acquirers in these countries. In addition, he is responsible with managing the relationship with main countries’ authorities and regulators in the LATAM region in order to deploy Isaac Gilinski Founder, Brickell Analytics Ernest Jaffarian Founder/CEO and Co-Chief Investment Officer, Efficient Capital locally GCoin in full compliance with existing regulations. Mr. Chacín holds a M.B.A. from The University of Texas Mr. Isaac Gilinski is the Founder & CEO of Brickell Analytics LLC (2011-Present), a global-macro Ernest L. Jaffarian is the Founder, and Chief Executive Officer and co-Chief Investment Officer of at Austin and holds a B.S. in Mechanical Engineering from Universidad Simón Bolivar, Caracas, Venezuela. sentiment-based research service. Between 2012 and 2015, Isaac worked as an independent Efficient Capital Management, LLC. He is a veteran of over 30 years within the alternative macro researcher for the CIO of Soros Fund Management, LLC. Isaac is a Partner in the Broadmark investment industry in the areas of trading, portfolio construction, and risk management. In 1986 he Doug Crawford General Partner, Veterans Capital Opportunistic Crash Protection (tail risk) Strategy. Isaac is also the Founder & CEO of the joined Chicago Research & Trading Inc. (CRT) as a member of the proprietary trading group on the Douglas A. Crawford has been the Managing Member of Crawford Capital Management, L.L.C. (“CCM”), a venture Brickell Family Office (2002-Present), a multi-family office, originally set up as a FOF. Isaac started floor of the Chicago Board Options Exchange and rose to position of Senior Vice President for OTC private equity consulting firm, since 2013. The primary business focus of CCM is consulting for new and emerging his career as one of the youngest investment professionals at Lehman Brothers (2000-2002). In Treasury Options. Immediately prior to founding Efficient, Jaffarian was responsible for the managed companies with a need to finance expansion and/or launch a unique product or niche. His experience has been in 2004, Isaac graduated with a MBA, summa cum laude, from the University of Miami. And in 2000, futures department of Hull Equity Management, LLC and for the allocation of Hull Trading Company, the Senior Housing, technology, entertainment and Cannabis industries. Prior to CCM, Doug was the founding Isaac graduated with a BSBA, cum laude, from Georgetown University. He is fluent in Spanish, LLC’s proprietary capital among trading advisors. Jaffarian is a CAIA® designee and the author of A member of Momentum Capital Partners which invested side by side with large Venture Capitalists out of Silicon German, and Italian. Valley. Since 2014, Doug has also been a Founding Member of Veterans Capital Fund, L.L.C., a venture lease Survey of the Managed Futures Industry (2007) and the chapter on Managed Futures in CAIA Level income fund out of Naples, Florida. The Fund provides growing companies with an alternative source of capital for II: Advanced Core Topics in Alternative Investments (Wiley & Sons, 2009). Jaffarian is currently on equipment or large expenditures while giving investors in the Fund excellent income returns that are nearly double Michael Hammond Head of Business Development, North America, Gresham the Board of Directors and the Executive Committee of the National Futures Association. what they would earn from more typical types of investment opportunities. Investment Management Michael Hammond, Head of Business Development for North America for Gresham Investment Dr. Michael Johannes Portfolio Manager, O’Brien Investment Group John Cronin President, BuildCoin Foundation Management. Mr. Hammond serves as the primary point of contact for institutional investors and investment consultants, providing investment counsel with respect to the active commodity Michael Johannes is Portfolio Manager for the Quantitative Macro strategy at the O’Brien John is a serial entrepreneur and industry change agent with over 24 years of entrepreneurial experience in growing allocations as well as Gresham’s suite of absolute return products. Prior to joining Gresham in 2017, Investment Group. He holds a PhD in Economics from the University of Chicago and is a Finance and managing high technology product and services organizations in a global market. He is the current CEO of Mr. Hammond worked at CoreCommodity Management, LLC where he focused on asset raising for Professor at Columbia University’s Graduate School of Business. He has published numerous OpCenter and the President of the BuildCoin Foundation. John has started and lead organizations at the precipice 10 years in liquid real assets strategies, specifically commodities and natural resource equities. Mr. research papers in leading finance, economics, and statistics journals. Michael has extensive of market changing technologies including geographic information systems, electronic document management, the Hammond graduated from Vanderbilt University with a BA in Economics. experience building trading systems and advising institutional investors and hedge funds, most Internet and now blockchain. OpCenter under John’s leadership has taken a market leading position in bringing recently as research director at OBIG and an affiliated CTA. Michael’s research focuses on blockchain and cryptocurrency solutions in the construction and infrastructure markets. In 2017 John founded the developing predictive learning algorithms for futures markets, modeling and trading discrete BuildCoin Foundation in Zug, Switzerland. The BuildCoin Foundation will disrupt the multi-trillion dollar a year David Hoffman Managing Partner, Cathay Capital economic events, understanding volatility, and building option pricing models. All of these are used infrastructure market by changing the way infrastructure projects are originated, funded and executed using Quant Macro’s futures and options trading algorithms.Michael also works closely with the Dr. blockchain and cryptocurrency. The Foundation believes every human being deserves access to affordable and David G. Hoffman is a Managing Partner of Cathay Capital’s North American Sino Fund (CCNAS) Monica Fuentes, who manages the discretionary global macro strategy at OBIG as well as the rest reliable infrastructure to reach their highest potential and to live their best life. Prior to acquiring OpCenter, John was and a CoFounder of Cathay’s North American operations, based in New York City. Prior to joining of the research and trading team. Collectively they analyze the fundamental and geo-political the CEO and Founder of Digital Paper Corporation. Digital Paper grew to become a market leader in the Internet Cathay in 2013, David was a Managing Director with Charterhouse Group, Inc. from 20022012. In factors and events moving markets. document distribution market. Digital Paper received such accolades as Fortune magazine’s Cool Companies-Hot his role at Charterhouse, David was the number two investment professional where he was served Ideas and was ranked on the 2001 Deloitte & Touché Technology Fast 500. Digital Paper provided mission as a member of the Investment Committee, led the Consumer Group’s investing activities, managed critical solutions to companies such as General Electric, Ford, Nissan, Lockheed Martin, and ABB. the Charterhouse Entrepreneur Program (i.e., Operating Partners Program) and oversaw and Nathaniel Karp Chief U.S. Economist, BBVA organized the firm’s Business Development activities across its three verticals – Consumer, Scott Daspin Director of Institutional Sales, Triad Securities Corp Business Services and Healthcare Services. Prior to returning to Charterhouse in 2002, David Nathaniel Karp was appointed BBVA Chief U.S. Economist in 2004 to help the Group manage its Scott Daspin is Director of Institutional Sales at Triad Securities, a New York full service agency broker dealer founded and ran his own independent sponsor firm, Hoffman & Company (19942002). Previously, expansion strategy in the U.S. His main responsibilities are conducting analyses of macroeconomic that specializes prime brokerage and investment banking services. His focus is new business generation and David was at Charterhouse from 1985 – 1989 as a Vice President, was the Director of Business variables, monetary policy, and regional and industry trends. Previously, Karp worked at BBVA expanding their presence with Institutional clients such as hedge funds, family offices, registered investment Development at Odyssey Partners (19891991) and a Principal at Charterhouse from 19911994. Bancomer as Director of Financial and Banking Research. Before joining BBVA, Karp worked at advisors and private companies. Mr. Daspin was previously at ConvergEx Group, where he spent 14 years, first David is currently a Board Member of Innovative Office Products, Raffel Systems, Artisanal Brewing Republic Bank, the World Bank, Mexico’s Ministry of Education and ATTIS. Karp is a member of the as sales and business development in the build out of their international electronic products and then Ventures and Datawords and a Board Observer on BasicFun!, all Cathay portfolio companies. American Bankers Association Economic Advisory Committee. Karp’s research has been cited by managing the electronic sales group. Scott has a passion for eating, cooking and sharing favorite niche various dailies in the U.S., and his op‑eds have been published in several countries. Karp has also restaurants and supports regional farmers, local chefs, and farm-to-table endeavors. He is known by friends, appeared as a commentator on TV and provided testimony to the Texas Senate. Karp has been colleagues and clients as the go-to person for all things food, and lives in NYC with his wife and daughter. He Osagie Imasogie Senior Managing Partner, PIPV Capital recognized as one of the top forecasters for 10‑year Treasury yields, the unemployment rate and holds a Finance degree from Boston University. Osagie Imasogie has over 30 years of experience in the fields of law, finance, business nonfarm payrolls. Karp obtained his undergraduate and postgraduate degrees in economics at management, healthcare and the pharmaceutical industry. Prior to co-founding PIPV Capital, a ITAM and the University of Warwick, respectively. Chris Del Gatto Co-Founder, Chairman & CEO, Delgatto Diamond Finance Fund Private Equity firm focused on the Life Sciences space, in which he is the Senior Managing Partner, Chris Del Gatto is a pioneer for luxury market growth, specifically in the secondary marketplace, and has over Mr. Imasogie conceptualized and established GlaxoSmithKline Ventures and was its founding Vice Shalin Madan Founder & Chief Investment Officer, Bodhi Tree Asset Management 20 years of experience in the diamond and fine jewelry field. As Founder of DELGATTO, he is widely regarded President. He led GSK Ventures in concluding over 30 worldwide transactions, in which the team as one of the most important innovators in the modern jewelry industry – beginning his career at age 17 as a invested various GSK R&D non-progressed assets into several companies and/or as the basis of Shalin Madan is the Founder and Chief Investment Officer of Bodhi Tree Asset Management. He was licensed gemologist of the Gemological Institute of America, a diamond cutter in Manhattan’s Diamond District starting new companies. Prior to this role within GSK, Mr. Imasogie was a Vice President for formerly a Managing Director at Strenta Investment Management, an SEC registered investment by 18, and a partner in a diamond-cutting facility by 20. In 2001 while serving as of MRH Estate & Fine Jewelry, Product Development Strategy at SmithKline Beecham. Prior to this role at SmithKline, he was the adviser for a major family office, where he was responsible for all aspects of investment and portfolio Chris discovered a void in the marketplace for a global supply chain of second hand (recycled) jewelry or Founding Senior Vice President for Business Development and General Counsel at Endo management in a multi-‐asset class portfolio. Prior to that, Shalin was a Vice-‐President at Ivy Asset diamonds. Chris launched Circa in 2001, and under his leadership, it became the first luxury brand on the BUY Pharmaceuticals Inc. He also previously served as a DuPont Merck Vice President for International Management, where as a Portfolio Manager he oversaw the firm’s flagship multi-‐manager hedge SIDE of the jewelry industry. The company offered its clients an elegant service through which they could sell Sales and Marketing and General Counsel to DuPont Merck's International, Manufacturing and fund portfolios. He began his alternative assets career 17 years ago at Dome Capital Management, a their old or unwanted diamonds and jewelry. The driving force behind the company’s rapid growth, he served as Generic Drug Divisions. Osagie has also been a Price Waterhouse Corporate Finance Partner as hedge fund advisory firm for European institutional and super high net worth investors. In addition, Chairman & CEO from 2001 until 2012. In 2011 he sold majority to private equity. Chris left the company in well as a practicing attorney with a leading US Law Firm in the fields of corporate, corporate Shalin has personally supported multiple highly successful Silicon Valley based tech startups as an November of 2012 to create a portfolio of luxury brands, as well as taking what he’d previously built to new finance, taxation and intellectual property law. investor and board advisor. Shalin holds an MBA in Finance from the Stern School of Business at levels. After merging with I Do Now I Don’t in 2015, Chris launched his latest company, the eponymous New York University and a BA in Economics from the University of California at Berkeley. DELGATTO, where he currently serves as Co-Founder, Chairman & CEO. A Global Macro Perspective 2019 SPEAKERS

Tiffany Mcghee Partner, Head of Institutional Investments, Momentum Advisors Tiffany McGhee has been in the investment industry for over 16 years. She is a partner and head of institutional investment services for Momentum Advisors, a minority and women-‐owned Registered Investment Advisory firm. In her role, she oversees fiduciary investment and advisory services for the firm’s non-‐profit and family office clients. Her work includes managing client investment portfolios, identifying potential investment opportunities for firm clients, overseeing due diligence, and insuring adherence to investment policies. She also acts as investment consultant to private and public retirement plans. Before Momentum, Tiffany managed a portfolio of institutional clients in the Mid-‐ Atlantic region for TIAA-‐CREF. Tiffany also managed institutional relationships in the private bank and broker dealer sales channels for T. Rowe Price. She began her career in Private Client at Merrill Lynch. Tiffany’s study of investment behavior by gender has led to her newest project, StocSavvy. She believes that one of the most significant aspects of women’s equality is economic empowerment, of which investing confidence plays an integral part. The disparities in capital flowing into women and minority-‐ owned firms is a gap that Tiffany works to promote awareness of.

Bo Meggison Executive Director, AIM Group Bo Megginson serves as the Executive Director for the Mobile Chapter of AIM Group. Bo is a Mobile native who attended Rhodes College, Auburn University and the United States Sports Academy, concentrating in journalism and communication. With tenures in insurance, financial services, information technology as well as private equity, Bo brings unique knowledge and perspective to AIM members and companies seeking investment capital. Bo currently sits on the board of Victory Health Partners and the Mobile Sports Hall of Fame, and serves on the Alabama Sports Hall of Fame selection committee.

Rodolfo Milani Senior Managing Director, Wunderlich Wealth Management Rodolfo Milani is a Senior Managing Director in the Miami office of Wunderlich Wealth Management. Rodolfo provides investment advice to companies and high net worth clients throughout Latin America and the United States. Rodolfo has more than thirty-eight years’ experience in the industry, and previously held senior positions at Merrill Lynch International, Kidder Peabody & Co., Donaldson Lufkin & Jenrette, Credit Suisse and Dominick & Dominick as well. He received his BA from University of Texas at Austin and his MBA from the Thunderbird School of Global Management. He is a frequent speaker and panelist on investment related topics and Latin American issues at conferences around the world. Rodolfo is President of Friends of Universidad Francisco Marroquin (Guatemala), the U.S. support group for the world’s only university founded on free market principles, and is a Trustee of the Hispanic American Center for Economic Research (HACER.org). He is a member of the Inter-American Institute for Democracy; and of the Mont Pelerin Society. He is the founder with Americans for Tax Reform, of the Miami Freedom Meeting (a monthly meeting discussing state, local and federal policy issues as well as Latin American regional issues); he was the founding coordinator of Cato Club Miami, a Cato Institute regional outreach project; and is Chairman of the Miami Board of Advisors for the James Madison Institute, a Tallahassee based think tank that is part of the State Policy Network. He is also the founder and Chairman of the Churchill Society of South Florida, a group which promotes the study of history.

Ambassador Terry Miller Director, Center for International Trade & Economics, The Heritage Foundation Terry Miller champions free markets as director of two of The Heritage Foundation’s key research centers, Data Analysis and Trade and Economics, and as the think tank’s Mark A. Kolokotrones fellow in economic freedom. At the Center for Trade and Economics, Miller focuses on research into how free markets and international trade foster economic growth around the world. He is editor of a signature Heritage publication, the annual Index of Economic Freedom. At the Center for Data Analysis, Miller oversees the statistical and econometric modeling that underpins the think tank’s wide-ranging research programs. Both centers are part of Heritage’s Institute for Economic Freedom and Opportunity. Before joining Heritage in 2007 as director of the Center for Trade and Economics, Miller had a distinguished career in the U.S. Foreign Service. In 2006, he was appointed as an ambassador to the United Nations and U.S. representative on the U.N.’s Economic and Social Council. Miller previously served at the State Department as deputy assistant secretary for economic and global issues. He headed offices at State devoted to the promotion of human rights, social issues, development and trade. Overseas, Miller served in Italy, France, Barbados and New Zealand. He headed the U.S. observer mission to the U.N. Educational, Scientific and Cultural Organization (UNESCO). Miller did both his undergraduate studies in government and his graduate studies in economics at the University of Texas in Austin. He and his wife, the former opera singer Deborah Miller, have three children. A Global Macro Perspective 2019 SPEAKERS

David Namdar Founding Partner, Galaxy Capital David is a cryptocurrency investor and founding partner of Galaxy Digital. He has a decade of international business and financial market experience, and has been involved with a wide range of businesses from startup to large corporations. He has investment expertise in private and public equities, derivatives and foreign currencies and in using fundamental and quantitative analysis to invest on a global basis. In addition, he has significant expertise in digital currency investments, blockchain technology, and the emerging decentralized economy. David is a founder of SolidX Partners, a startup aimed at institutionalizing digital assets as an alternative asset class. He previously was with Millennium Management and served as the head trader and technology analyst for an equity relative value portfolio team. David has a bachelor’s degree in finance and international business from the USC Marshall School of Business and also holds the Chartered Financial Analyst designation.

Claudio Phillips Managing Partner, MB Global Partners Claudio Phillips is a Managing Principal of MB Global Partners. Prior to joining MB Global Partners, Mr. Phillips was a Managing Director at The Commonfund from 2006 to 2011, where he was the Head of their dedicated distressed funds which accounted for approximately $920 million in assets under management. From 2004 to 2006, he was a Managing Director at The Seaport Group where he was responsible for running the performing and non-performing bank loan trading group. Previously, Mr. Phillips was a Managing Director at Citigroup/Salomon Smith Barney where he was in charge of all non-European Global Performing Loans (including emerging markets) investing on the proprietary trading desk. He also held leadership positions at NationsBank and Midland Plc/HSBC where he focused on emerging markets and was responsible for establishing and building out proprietary loan trading teams in each of those organizations. In 2015, Mr. Phillips was named as a top leader in Finance by Latino Leaders Magazine. He graduated with an A.B. in Government with Honors from Harvard University.

Alberto Siblesz Co-Founder, Glide Capital Alberto Siblesz is the founder of SmartInvest Capital LLC, a multi-family office established in 2011. Alberto also co-founded Glide Capital LLC in 2015. Glide provides wealth managers, family offices and institutional investors with an easy solution to building diversified portfolios within the "alternative lending industry". Glide performs due diligence on the industry and provides select opportunities which can be researched through our web portal. Clients can invest into our portfolio or wealth managers can build their own branded portfolio. As a managing partner of Glide, Alberto is responsible for selecting managers, raising capital and building strategic relationships for the firm. Alberto has 20+ years' experience in portfolio management and in the wealth management industry.

Peter Tsirigotis Shareholder, Greenberg Traurig Peter L. Tsirigotis advises financial institutions, asset managers, investment advisers, and institutional investors, helping them to develop and maintain financial products while navigating the regulatory landscape. Peter has served in several senior-level legal, compliance, operations, and risk roles in the financial services industry, including as regulator, inside counsel, outside counsel, chief compliance officer, and chief operating officer. His clients include a wide variety of funds, investment advisers, business development companies (BDCs), real estate investment trusts (REITs), and banks. Peter has deep private sector experience, having served as vice president at a large, private financial services firm, where he led the investment management funds risk, operations, and governance group. In that position, he oversaw operations, governance, and regulatory risk issues regarding registered and unregistered proprietary funds, including hedge funds, private equity funds, UCITS, mutual funds, and real estate funds. He also coordinated the development and structuring of all new fund products. Peter additionally served as the chief legal officer for the U.S. Trust Company’s Excelsior Funds mutual fund complex, closed-end funds, and business development companies, and was responsible for formation and oversight of all private investment funds.

Ray Zucarro Founder and Chief Investment Officer, RVX Asset Management Ray is RVX’s Founder and Chief Investment Officer responsible for the RVX Global Opportunity Fund as well as the overall Emerging Market investment strategy of the firm. Prior to joining RVX, Ray co-founded SW Asset Management LLC in 2009 where he was a managing partner and portfolio manager in charge of single-name idea sourcing as well as credit research. In 2015, SW sold its investment management contracts to Salient Partners. From 2006-09, Ray was a Portfolio Manager at Drake Management where he concentrated on investment opportunities in EM and where his $1 billion EM portfolio was the best performing fund at Drake through the Credit Crisis. Prior to joining Drake, Ray was a senior investment analyst for two years at INTL Consilium in Florida. In this capacity, he was the portfolio manager responsible for researching and recommending corporate fixed-income and equity securities across two absolute return vehicles and two benchmarked long-only accounts. Ray started his career as a corporate analyst at Americas Trust Bank (ATB) and later he was a corporate research analyst working with the same team at Standard (Bank) Asset Management in Florida. A Global Macro Perspective 2019 SPONSORS

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ALTS Capital is the definitive resource for VC, PE, Crypto, Blockchain, Real Estate, CTA & Hedge Fund Managers. Whether you are a well-established fund looking to better understand key trends to facilitate an upcoming raise, a GP looking to keep up-to-date between raises, or an industry pro looking to launch a first-time fund, ALTS Capital has all the insight you will need. Through a unique blend of printed content, digital media, live conferences, and consulting services, ALTS Capital provides all the tools you need to quickly and efficiently meet your LP capital sourcing goals.

Since our establishment in 2006, we’ve been dedicated to meeting the unique financial needs and circumstances of each our clients. We strive to meet those requirements by providing long-term, tailored, and reliable alternative investment fund services. As a privately held, fully licensed, and industry-recognized investment fund administrator, we understand the desire for flexible fund administration solutions suited to your particular needs and circumstances.

B. Riley Financial, Inc. (NASDAQ: RILY) is a diversified provider of financial and business advisory services. The company operates through several wholly-owned subsidiaries, including B. Riley Wealth Management, Inc.

Beneficious Investment Management specializes in systematic and discretionary strategies offered through managed accounts to individuals, family offices and institutions. Our systematic strategy takes advantage of known market inefficiencies in overnight and intraday stock performance to automatically compose balanced long/short portfolios. Within our discretionary strategy we identify a market momentum by combining behavioral, technical and fundamental analysis and capture the short term profits by engineering advanced trading vehicles, e.g. option spreads on stocks, ETF’s and indices.

Berkower LLC, Certified Public Accountants is a medium sized regional accounting firm, servicing the New York Metropolitan area, with offices in Miami, New Jersey, Los Angeles and the Cayman Islands.

Brickell’s research process seeks to combine short-term sentiment analysis with long-term wave theory to generate what Brickell believes are early and accurate predictions. By using three components–qualitative global macro analysis, wave analysis and quantitative analysis–Brickell believes it can tap short-term sentiment data to predict turns at particular junctures.

BuildCoin – Building a Better World, One Block at a Time. The BuildCoin Foundation believes every human being deserves access to affordable and reliable infrastructure to reach their highest potential and to live their best life.

Capital Analytics is an integrated media platform that produces in-depth business intelligence through its annual print and digital economic reviews, high-impact conferences and events and top-level interviews via its video platform, Invest:Insights.

We are a multi-stage investment platform dedicated to supporting entrepreneurs and ambitious management teams in their international expansion. We look to partner with unique companies that can benefit from our ecosystem spanning three continents. A Global Macro Perspective 2019 SPONSORS

Created to solve 3 major pain points of blockchain and crypto events - unfocused content, endemic audience attendance and a lack of investors ready to invest - Crypto Pro events are the leading conferences for investors and industry pros interested in crypto assets and blockchain technologies. Whether you are an investor seeking the latest industry expert insight and best practices, an industry pro looking to understand the latest trends and issues facing the industry or a startup raising capital, Crypto Pro events deliver above and beyond typical expectations. Our unique DNA, comprised of experience with blockchain since 2009, 30-year membership in the investment community and a proven large-scale events track record, provides Crypto Pro events attendees value and experiences unrivaled in the industry.

The DELGATTO DIAMOND FINANCE FUND (DDFF), is the first company of its kind, providing easy and affordable access to capital, while simultaneously offering the option of a direct to consumer marketing platform. This completely unique combination of services gives diamond wholesalers an effective, innovative and sustainable way to overcome the myriad of challenges they face today. DDFF is the only collateral finance company that gives its customers full access to their goods. Our online Marketplace (should you choose to participate), is the largest of its kind and gives dealers a way to market their stones to thousands of consumers daily.

With local teams in Mexico City and Miami, Florida, Funds Society was created to be the reference point for the the market of investment products in the United States and Latin America as well as to provide specialized news to the local investment management industry.

Greenberg Traurig’s Financial Regulatory and Compliance Group is a multidisciplinary team of attorneys with wide experience representing a full array of financial services firms facing complex matters. Greenberg Traurig’s private investment team has a thorough understanding of fund structures, maintains critical institutional knowledge of constantly evolving trends, and counsels investment fund sponsors and investors at every stage of the fund and investment lifecycle. Our experience, coupled with our regional and international diversity, positions us to collaborate across practices and geographies to deliver the quality service that clients require in today’s world.

Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com, or call 201-659- 1700.

IMN, founded in 1994, is a global organizer of institutional finance & investment conferences. Hallmarks of an IMN conference are a quality and rigorously vetted speaking faculty, interactive panel discussions and a balanced audience composition which facilitates excellent networking opportunities.

The Greater Miami Chamber of Commerce is a catalyst to help members grow, improve and protect their businesses. It is dedicated to building the best environment for business in the Americas and committed to improving the economic vitality of South Florida by educating and advocating for solutions to members’ business needs. A Global Macro Perspective 2019 SPONSORS

Mistell Management is a macro-focused hedge fund manager based in Florida. It was founded by Steven Jacolow, James Hochman and David Jefferies in Q4, 2017.

O'Brien Investment Group is an alternative investment firm specializing in discretionary and systematic global macro trading strategies. The firm seeks to generate superior absolute and risk adjusted returns that are non-correlated to traditional asset classes.

Preqin is the alternative assets industry’s leading source of data and intelligence. Our products and services are utilized by more than 47,000 professionals located in over 90 countries for a range of activities including investor relations, fundraising and marketing, and market research.

RVX Asset Management, LLC (“RVX”) is an SEC registered investment advisor, independently owned, and headquartered in Miami, Florida. RVX is certified in the state of Florida as a minority-owned business Our flagship Global Opportunity Fund invests in Global Emerging Markets via credit, equity and derivative products across the capital structure to generate superior risk-adjusted returns throughout market cycles.

Spear Capital Group (SCG) is an independently managed firm who invests across a full spectrum of strategies. These strategies include, but not limited to, leveraged loans, distress debt, and private lending. The firm acquires and develops multi-family and mixed-use properties across the nation to create attractive investment portfolios. SCG utilizes tactful marketing, detailed SCGSPEAR CAPITAL GROUP management, and leasing opportunities to offer positive return.SCG was originally founded by Mark Blount, a former NBA player who possesses an exceptional amount of knowledge and experience in real estate, construction, and business operations.

Reaching over 30,000 top decision-makers and influencers in Miami-Dade, Broward and Palm Beach Counties, South Florida Business & Wealth delivers in-depth business reporting – with a distinct local perspective ” on topics that make a difference to South Florida business professionals.

Triad Securities, a full service agency broker dealer for over 40 years,provides high-touch personalized prime brokerage and investment banking services to private companies, hedge funds, family offices, and professional traders.

V1 Fund Services provides independent administration and accounting services to alternative investment funds such as Private Equity, Hedge Funds and Family Offices as well as Real Estate Funds and any other investment managers.

Veterans Capital Corp is a specialty finance company providing quality financial and leasing services to all types of business clients. We are committed to providing a sound financial alternative to traditional bank financing with competitive cost effective leasing and commercial loan solutions. A Global Macro Perspective 2019 WELCOME A Global Macro Perspective 2019 WELCOME A Global Macro Perspective 2019

Florida Alternative Investment Association @fl_invest #GlobalMacro2019 www.flaia.org