New Jersey

Investment Management Intersect Conference

New Jersey Investment Management Intersect Conference

Thursday July 18, 2024, Nassau Inn, Princeton NJ

The New Jersey Investment Management Intersect Conference brings institutional and private wealth managers together with fund managers and other experts that can help them reach their investment goals. Discover new investment strategies, refine your operations, and generate returns by conferring with the best minds in investment management.

Enjoy a comfortable and interactive platform. Interactive panels, face-to-face networking, and unexpected discovery. Without having to travel into the city.

The name “Intersect” refers to the insights that come from the intersection of two differing approaches to the same problems, the inspiration that comes when enthusiasm intersects with curiosity, and the unique energy that comes with the intersection of New York and Philadelphia based professionals.

Why Attend?

·       Make informed investment decisions by listening to innovative investment managers during panel discussions

·       Capture "aha" moments by hearing from colleagues during Q&A sessions

·       Learn about new strategies that will help you achieve your investment goals

·       Drive dialogue during a full-day of panels, presentations, and insider driven conversation

·       Meet potential partners during networking breaks, luncheons, and cocktail hour

·       Screen new investment opportunities

·       Avoid the commute!

Expert Views on Critical Issues:

·         Macro View on the Markets

·         Asset Allocation: Achieving the Optimal Mix

·         Managing a Global Equities Portfolio

·         Trends in Fixed Income

·         Untangling the Impact and the Role of Private Credit as an Asset Class

·         Risk Mitigation Strategies: Using ETFs as a Risk Management Tool

·         All Weathering Your Portfolio

·         Integrating New Alternatives

·         Private Equity Trends


CME Group | RCM Alternatives | NASDAQ | WallachBeth | Monroe Capital

Speaker Faculty

·         Chip Rosenthal, Partner, Mercer Investment Consulting

·         Phil Pagliaro, Portfolio Manager, State of New Jersey Division of Investment

·         Lilly Palmieri, Principal, LMP Institutional Investment Consultant 

·         Karen Alsup, Director of Institutional Investment, William Randolph Hearst Foundation

·         Ria Ghosh, Investment Officer, United Nations Joint Staff Pension Fund

·         Josh Nabtian, Chief Investment Officer, Arcadia Investment Partners

·         Wayne Yi, Head of Investment Research, Simon Quick Advisors

·         Larry Chiarello, Managing Director, SkyView Investment Advisors

·         Rob Michel, Chief Investment Officer, Glen Eagle Advisors

·         Balaj Singh, Vice President, Meketa Investment Group

·         Steven R. Kim, Partner, Investment Strategy and Risk Management, Verdis Investment Management

·         Jordan Kaufman, Chief Investment Officer, Green Ridge Wealth Planning

·         Peter Boockvar, Chief Investment Officer, Bleakley Financial Group

·         Kevin Mahn, Chief Investment Officer, Hennion & Walsh Asset Management

·         Michael Crook, Chief Investment Officer, Mill Creek Capital Advisors

·         Steve Tuttle, Chief Investment Strategist, Signet Financial Management

·         Zhe Shen, Director, Diversifying Strategies, TIFF Investment Management

·         Matthew Forester, Managing Director, Head of Dynamic Portfolio Management, BNY Mellon Advisors

·         Brian Carney, Chief Executive Officer, RiversEdge Advisors

·         Ted Katramados, Director, Associate Portfolio Manager, Tag Associates