Live
1:00 pm - 5:00 pm ET
New York City, NY
5th Annual Financial Services Symposium
Beyond the Headlines
The forces reshaping alternative investments and what they mean for 2027.
Event Details
The headlines are everywhere. But what do these shifts actually mean for the people investing capital, managing funds and making decisions?
After four years of bringing the industry together virtually, the Withum Financial Services Symposium returns for its fifth year, live in New York City.
– ET
The Assembly – 2 Park Avenue, New York City
Join fund leaders, allocators, operators and industry experts as we go beyond the headlines to explore what’s actually changing across alternative investments and what industry leaders are watching as we head into 2027.
Expect candid perspectives and practical conversations around where capital is moving, how AI is being deployed in practice, the evolution of digital assets and tokenization, emerging opportunities such as prediction markets, the regulatory road ahead and the macro forces influencing the next chapter of alternatives.
Topics include:
- Prediction markets
- Tokenization
- Artificial Intelligence (AI)
- A shifting regulatory environment
- A more challenging capital-raising landscape
Beyond the headlines. Into the conversations that matter.
Beyond the Headlines: An Economist’s View of What Comes Next
Speaker: Dimitre Genov, Brookline Capital Markets
Moderator: Colleen Fay
A forward-looking conversation on the economic forces shaping markets and investment decisions. From interest rates and inflation to geopolitical uncertainty and shifting capital flows, this fireside chat will explore what investors should be watching and how today’s macro environment could influence opportunities across private and public markets.
Navigating the Capital Raise*
Speakers: Peter Tarrant, PilotShip and Nicole Belmont, Far Hills
Moderator: Amanda McKenna
Capital is available, but competition for it has rarely been greater. This panel will explore how managers are navigating a more selective fundraising environment, what LPs are prioritizing, and how firms can differentiate their strategies, and build momentum in an increasingly crowded market.
The Rise of Prediction Markets*
Speakers: Frank Napolitani, Cartesian FinOp Partners; Gilbert Wassermann, Galaxy and Dorothy DeWitt, Tolt Strategies
Moderator: Kuber Mehta
Prediction markets are quickly gaining attention as platforms for turning real-world outcomes into tradable information. This discussion will examine what is driving their growth, how institutional players are approaching the space, and the legal, regulatory, and market-structure questions that could determine what comes next.
The Tokenized Future: Where Markets Go Next*
Speakers: Kris Swiatek, Seward; Teddy Fusaro, Bitwise; Junnette Alayo, Galaxy
Moderator: Kyle Grunstra
Digital assets are moving beyond speculation and increasingly becoming part of the financial infrastructure conversation. Panelists will explore the evolution of tokenization, institutional adoption, emerging investment products, and the regulatory and operational considerations shaping how traditional and digital finance converge.
Navigating the New Regulatory Reality
Speakers: Chris Lombardy, Salus GRC; Eileen Overbaugh, McDermott
Moderator:Matthew DiBrienza
The regulatory landscape continues to evolve alongside new technologies, investment structures, and operating models. This panel will examine the compliance issues gaining attention, where firms may face greater scrutiny, and how managers can prepare their businesses for the regulatory risks and expectations ahead.
How AI Is Actually Changing Alternative Investments
Speakers: Chris Hughes, Axonic Capital; Joe Hindi, Langham Hall
Moderator: Ryan Bixenman
AI has moved from experimentation to execution. This session will look at where firms are putting it to work today, from investment research and portfolio analysis to operations, reporting, and investor communications, while examining the governance, data, and risk considerations that come with broader adoption.
Featured Speakers
Principal, COO/CCO Axonic Capital
President, Salus
President, Bitwise
Cartesian FinOp Partners
Partner, McDermott Will & Schulte
Partner, Seward & Kissel LLP
Managing Partner, PilotShip Partners
Managing Director, Head of Research, Far Hills Group
Chief Compliance Officer, Galaxy Digital Partners
Managing Director, Brookline Capital Markets
Head of Prediction Markets
Founder and CEO of Tölt Strategies
Partner, Head of US at Langham Hall
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Join fund leaders, allocators, operators and industry experts as we go beyond the headlines to explore what’s actually changing across alternative investments and what industry leaders are watching as we head into 2027.
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Continuing Education Credit
2 CPE Credits in Finance
WithumSmith+Brown, PC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBAregistry.org.
Program Level: Overview Prerequisites: None Advanced Preparation: None Delivery Method: Group Live-Based
For information regarding complaint and program cancellation policies, please contact our Withum Learning Department at [email protected].