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EisnerAmper’s 7th Annual Alternative Investment Summit

EisnerAmper’s 7th Annual Alternative Investment Summit Virtual Program will be held on Wednesday, September 21st and the exclusive in-person event for Financial Services Executives with insightful content will be held on Thursday, September 22nd at the Edison Ballroom in New York City with cocktails and networking on the Edison Rooftop. This year’s theme is Raising the Curtain: The Next Act for Alternative Investments. The Summit features insightful leading investors and fund managers doing a deep dive on the hedge fund, private equity, venture capital and alternative investment markets. The Virtual Program will include thought-provoking speakers offering their perspectives on the next act for alternative investments that will cover the global economic landscape, inflation, investment strategies, talent, retention, current trends and opportunities. The Virtual Program offers up to 2.0 CPE credits and the Exclusive In-Person Event offers up to 1.0 CPE credit.

Exclusive In-Person Event- Thursday, September 22, 2022

2:30 pm ET | Registration
3:00 pm ET | Alternative Investment Summit Kicks Off
3:15 pm ET | Opening Act: Futuristic Outlook on the Alternative Investment Industry with Futurist, Erica Orange, EVP and COO of The Future Hunters
4:00 pm ET | Keynote: Life Lessons for Success – Creating Business, Investor and Talent Opportunities Fireside Chat with Kevin McCollum, Award-Winning Broadway Producer and Founder of Alchemation, and Charles Weinstein, CEO of Eisner Advisory Group LLC

5:00 pm ET | Cocktail Reception and Networking on the Edison Rooftop

Virtual Program- Wednesday, September 21, 2022

2:00 pm ET / 11:00 am PT | Inflation’s Impact on the Global Market Ecosystem

Christopher W. Kersey Founding Managing Partner | Havencrest Capital Management
Lisa Shalett
 CIO and Head of the Global Investment Office | Morgan Stanley Wealth Management

Moderated by: Gautham Deshpande, Partner at EisnerAmper

2:30 pm ET / 11:30 am PT | Investment Spotlight: Where Investors Are Looking for Future Performance 

Kane Brenan CEO | TIFF Investment Management
Brett A. HickeyFounder & CEO | Star Mountain Capital
William Kelly, CAIAPresident & CEO | CAIA Association
Moderated by: Jennifer Cuello, Partner at EisnerAmper

3:00 pm ET / 12:00 pm PT | What Is Your Strategy…for Talent?

Sonya Thadhani Mughal, CFA CEO | Bailard, Inc.
Wendy Norton Director | Norgay Partners
Rick Rusin COO | Crabel Capital Management
Moderated by: Natalie McVeigh, Managing Director at EisnerAmper

To find out more about the panels and register, click the link.

Register here: Raising the Curtain: The Next Act for Alternative Investments (

The in-person event on is exclusive for LPs and Fund Executives.


September 21, 2022 - September 22, 2022
Event Categories:
Industry Events, North America


Eisner Amper


Online and The Edison Ballroom, South Ballroom and Rooftop
221 West 46 Street,, New York, New York 10036 United States
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