Vinci Compass Latam Alternative Investments Week

MONDAY, NOVEMBER 9th

15:30 - 18:00

Vinci Compass

Vinci Compass Offices: 590 Madison Avenue, 33rd Floor, New York

16:00 – 16:30
George Kerr, Ignacio Pérez de Arce

16:30 – 17:00
Daniel Gordonos

17:00 – 17:45
Ángela María Lozano

17:45 – 18:00
Paulo Henrique Davila

George Kerr Partner and Head of Product Distribution - Brazil Vinci Compass

Ignacio Pérez de Arce Head of Third Party Distribution Vinci Compass

Daniel Gordonos Head of Hedge Funds Vinci Compass

Ángela María Lozano Head de Offshore Alternative Investments Vinci Compass

Paulo Henrique Davila Portfolio Manager Vinci Compass

18:30 - 20:00

Vinci Compass Drinks

Vinci Compass Offices: 590 Madison Avenue, 3rd Floor, New York

TUESDAY, NOVEMBER 10th

08:30 - 12:30

Blackstone

Blackstone Offices: 345 Park Avenue, 43rd Floor, New York

08:30 – 09:00
Breakfast served

09:00 – 09:30
Infrastructure Landscape & Investment Opportunities, Sebastien Sherman

09:30 – 10:00
Multi-Asset Investing, Riad Abrahams

10:00 – 10:30
Private Credit: Market Outlook and Opportunities, Dan Oneglia

10:30 – 11:00
Break

11:00 – 11:30
A Conversation on AI, Rodney Zemmel

11:30 – 12:00
State of the Union & Midterms, Joe Carapiet

Sebastien Sherman Sr. Managing Director Blackstone

Riad Abrahams Sr. Managing Director Blackstone

Dan Oneglia Director Gerente Senior Blackstone

Rodney Zemmel Sr. Managing Director Blackstone Operating Team - New York Blackstone

Joe Carapiet Sr. Managing Director Blackstone

13:00 - 15:00

Valor Equity Partners

TBC

Lexington Partners

TBC

WEDNESDAY, NOVEMBER 11th

08:30 - 12:30

Blackstone

Blackstone Offices: 345 Park Avenue, 43rd Floor, New York

08:30 – 09:00
Breakfast served

09:00 – 09:30
Financing the Infrastructure and Energy Transition of the Future, Zachary Rubenstein

09:30 – 10:00
Real Estate Landscape: Positioning for the Next Cycle, A.J. Agarwal

10:00 – 10:30
Private Equity: Value Creation in Today’s Environment, Viral Patel

10:30 – 11:00
Break

11:00 – 11:30
Secondaries: Trends, Themes, & Opportunities, William Rosener

11:30 – 12:00
Views from the Top, Kenneth Caplan

Zachary Rubenstein Managing Director Blackstone

A. J. Agarwal Sr. Managing Director Blackstone

Viral Patel Sr. Managing Director BX Private Equity Strategies - New York Blackstone

William Rosener Managing Director Blackstone

Kenneth Caplan Global Co-Chief Investment Officer Blackstone

12:45 - 15:00

Third Point

Third Point Offices: 55 Hudson Yards, 51st Floor, New York

12:45 – 13:15
Introduction, Rich Arbucci

13:15 – 13:45
Corporate Credit, Ian Wallace, Stephen Schatzman

13:45 – 14:30
Head of Private Credit, Chris Taylor

14:30 – 15:00
Daniel Loeb, CEO/CIO

Rich Arbucci Managing Director Third Point

Ian Wallace Partner and Co-Head of Credit Third Point

Stephen Schatzman Managing Director and Co-Head of Corporate Credit Third Point

Daniel S. Loeb Founder & CEO Third Point Ventures

Chris Taylor Head of Private Credit Third Point

15:30 - 17:30

One Equity Partners

One Equity Partners Offices: 510 Madison Avenue, 19th Floor, New York

Investing in middle market: Opportunities and challenges

Greg Belinfanti President One Equity Partners

Carlo Padovano Partner One Equity Partners

Grace Ma Principal - Investor Relations One Equity Partners

20:00 - 23:30

Masquerade NYC – Immersive Theater Experience

An immersive theatrical experience inspired by The Phantom of the Opera.

Masquerade New York City

THURSDAY, NOVEMBER 12th

08:15 - 12:00

Wellington Management

Wellington Management Offices: 799 Broadway, New York, New York 10003

08:15 – 08:45
Arrival and Welcome Breakfast, Stephanie Herrera

08:45 – 09:15
Wellington Overview, Laura Kirk

09:15 – 9:30
Break

9:30 – 10:00
Bay Pond Fireside Chat, Julie Trent and Stella Slorer

10:00 – 10:45
Late Stage Growth, Matthew S. Witheiler

10:45 – 11:00
Break

11:00 – 11:30
Commercial Real Estate, Ravi Anand and Zeyu Chen

11:30 – 11:45
Group Picture on the Patio

12:00
Departure

Stephanie Herrera Assistant Vice President and Associate Business Development Manager Wellington Management

Laura Kirk Managing Director and Head of Private Investments Capital Formation & Investor Relations Wellington Management

Julie Trent Investment Director Wellington Management

Stella Slorer Analyst Wellington Management

Matthew Witheiler Senior Managing Director and Head of Late-Stage Growth Wellington Management

Ravi Anand Portfolio Manager and Head, Private Real Estate Credit Wellington Management

Zeyu Chen Portfolio Manager Wellington Management

12:00 - 15:00

Ares Management - Lunch

Ares Management Offices: 245 Park Avenue, New York

Event Details

Date November 9, 2026 - November 12, 2026
Location New York

Sponsors

Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to 3,091 clients in more than 66 countries. We manage approximately $1.3 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients.

For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. As a private partnership whose only business is investment management, we are able to align our long-term views and interests with those of our clients.

We trace our roots to the founding of the Wellington Fund in 1928. Wellington Management is headquartered in Boston, Massachusetts, and we also have US offices in Chicago, Illinois; Needham, Massachusetts; New York, New York; Radnor, Pennsylvania; and San Francisco, California. Internationally, we have offices in Dubai, Frankfurt, Hong Kong, London, Luxembourg, Madrid, Milan, Shanghai, Singapore, Sydney, Tokyo, Toronto, and Zurich.

Important dates and events in Wellington Management’s history are:

1928–1933

We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the US. Wellington Management Company was incorporated in 1933.

1958

Since its inception, the daily morning meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions, and learn from one another each day.

1960s

Four talented investment professionals took on leadership roles at the firm: W. Nicholas Thorndike, Robert Doran, Stephen Paine, and George Lewis. Together, they refocused the business and turned it into a global firm, taking on investments and clients outside the US.

1979

29 original partners took a risk and bought back the firm after its brief period as a public company. They believed the private form of ownership to be in the best interest of clients and the business.

1983

We opened our London office and began expanding globally at an energetic pace.

1994

We launched our first long/short equity fund, establishing a foundation for the sizable alternatives platform we have today.

1996–1997

To serve our clients in the Asia-Pacific region, we opened our Singapore, Tokyo, and Sydney offices.

2003–2024

We continued to grow globally—in terms of both our client relationships and investment platform. We opened offices in Hong Kong, Beijing, Frankfurt, Luxembourg, Zurich, Milan, Madrid, Needham, Massachusetts, New York, and Dubai.

Today

Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets. Still, our history is perhaps best defined not by the numbers of years we have been in existence, but rather by our focus on stability and growth to help meet the evolving needs of our clients.

Data as of 31 December 2025.

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