Vinci Compass Latam Alternatives Week 2025

We are very excited about our Alternatives Week 2025, which will be taking place in New York City from June 9 to 12. We are still working on every detail and meeting confirmations to make this a great investment experience.

17:30 - 19:00

VINCI COMPASS RECEPTION

Compass Conference Center: 590 Madison Avenue, 13th Floor, New York, NY 10022

19:00 - 20:00

COCKTAIL

Compass Offices: 590 Madison Avenue, 33rd Floor, New York, NY 10022

09:00 - 12:30

BLACKSTONE

09:00 – 09:05
Welcome & Opening Remarks

09:05 – 09:45
Macro Views, Joseph Zidle

09:45 – 10:15
BCRED (Speaker TBC)

10:15 – 10:45
COF V, Brad Colman

10:45 – 11:00
Coffee Break

11:00 – 11:30
BREIT + RE Views, Zaneta Koplewicz

11:30 – 12:00
BXPE, Tom Morrison

12:00 – 12:30
BX Infra, Matt Runkle

Blackstone Offices: 345 Park Avenue 43 Fl New York, NY 10154

14:00 - 16:00

WELLINGTON MANAGEMENT

14:00
Arrival and Welcome

14:15 – 15:15
Hedge Fund Platform overview – Focus on Wellington Global Multi Strategy and Strategic European Equity L/S, Chris Perret, Investment Director

15:15 – 16:00
Global Financials – Focus on Bay Pond, Julie Trent, Investment Director / Gordy Lawrence, Director, Global Derivatives / Potentially one of our financials analysts

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

16:30 - 20:00

VALOR EQUITY PARTNERS

VAAI + VOF III + Flagship
Dinner

09:00 - 12:30

THE BLACKSTONE GROUP

09:00 – 09:05
Welcome & Opening Remarks

09:05 – 09:45
Macro Views, Joseph Zidle – SMD

09:45 – 10:15
BCRED, Speaker TBC

10:15 – 10:45
COF V, Brad Colman – SMD

10:45 – 11:00
Coffee Break

11:00 – 11:30
BREIT + RE Views, Zaneta Koplewicz – SMD

11:30 – 12:00
BXPE, Tom Morrison – SMD

12:00 – 12:30
BX Infra, Matt Runkle – SMD

Blackstone Offices: 345 Park Avenue 43 Fl New York, NY 10154

13:30 - 15:30

ONE EQUITY PARTNERS: LUNCH AT HARVARD CLUB

  • Mid market buyout outlook, opportunities & pipeline

Harvard Club: Harvard Club – Cambridge Room, 2nd Floor, 35 West 44th Street, New York, NY  10036

16:15 - 18:30

VISTA EQUITY PARTNERS

16:15
Welcome

16:30 – 18:00
SaaS outlook, mid market buyout & private credit

18:00 – 18:30
Cocktail Reception: Torino | 2nd Floor Lobby
Multiple CAPS team members

VISTA Offices: 50 Hudson Yards, 77th Floor, New York, NY 10001

08:00 - 11:00

WISDOMTREE AT THE NYSE (OPENING BELL + BREAKFAST)

08:00 – 08:30
Arrive at NYSE and Registration

08:30 – 09:00
Breakfast: WisdomTree Introduction: Guillermo Rodríguez

09:00 – 09:40
Opening Bell and Tour

09:40 – 10:20
Macro Outlook: Jeremy Schwartz

10:20 – 11:00
WisdomTree Model Portfolios: Joseph Tengalia

New York Stock Exchange: 11 Wall St, New York, NY 10005

13:30 - 15:00

UBS O’CONNOR: LUNCH

  • Private credit opportunities

UBS O’Connor: New York, 1285 Avenue Of The Americas (NE12) – 38fl – Room F

15:30 - 17:30

LEXINGTON CAPITAL PARTNERS

15:30 – 16:00
Secondary Market Update

16:00 – 16:30
Lexington Global Secondaries

16:30 – 17:00
Lexington Middle Market Secondaries

17:00 – 17:30
LCVI

Lexington Offices: 399 Park avenue, piso 20, NY 10022

18:30 - 20:30

COMPASS CLOSING DRINKS: SUNSET AT THE SKYLARK

The Skylark: 200 W 39th St, New York, NY 10018

 

08:15 - 12:00

WELLINGTON BREAKFAST

08:15 – 08:30
Welcome/Wellington Overview: Dan Isaacs

08:30 – 09:00
Morning Meeting

09:00 – 09:30
Wellington Alternatives Platform: Scott Coby

09:30 – 10:15
Bay Pond – Long/Short Financials: Julie Trent, Keally Ingersoll

10:15 – 10:30
Break

10:30 – 11:15
Elbe – Long/Short Europe: Scott Coby

11:15 – 12:00
Late Stage Growth Private Equity: William Craig

12:00
Wrap up and departure

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

 

Salomon Abauat

  • Chief Financial Officer
  • Abauat Corporation

José Benavides

  • Managing Director
  • Consultoria e Inversiones SAC

Francisco Brant de Carvalho

  • Consultor Financeiro
  • Cvm

Felipe Cézero

  • Gestor de Patrimônio
  • Single Family Office

Leticia Costa

  • Distribution For Individual Investors
  • Vinci Partners

Daniel Fernández

  • AI Scientist Freestone Grove Partners
  • INMOFOR

Mariano Figueiredo

  • Distribution For Individual Investors
  • Vinci Partners

Fernando García

  • Co-Founder
  • kubus Capital

Carlos Giraldo

  • Director de inversiones
  • Perugia Family Office

Alberto Gómez

  • Director
  • Cadil SFO

Armando Gómez 

  • Director
  • Cadil Asesores Patrimoniales

Luisa Mitczuk

  • Managing Partner
  • JCR Group

Mónica Ospina

  • CEO and Chairwoman
  • Cedicaf

Pedro Quintella

  • Partner, Head of Structuring and Investor Relations
  • Vinci Partners

Guilherme Scaff

  • Real Estate Investor / Partner
  • ICVMS

Rafael de Fex

  • Managing Director & Latam Distribution Head
  • Blackstone

Laura Takacs

  • Vice President
  • The Blackstone Group

Daniel Katz

  • Managing Director & Chief Product Officer of Blackstone Private Equity Strategies (BXPE)
  • The Blackstone Group

Sean T. Klimczak

  • Global Head of Infrastructure and Senior Managing Director
  • The Blackstone Group

Ryan Karnes

  • Managing Director in the Real Estate group
  • The Blackstone Group

William Rosener

  • Managing Director and Head of Institutional Client Solutions for Strategic Partners
  • Blackstone

Doyle Queally 

  • Senior Managing Director in Blackstone Strategic Partners
  • Blackstone

Matthew Pedley

  • Senior Managing Director and the Head of Institutional Client Solutions in the Americas for Private Equity-related strategies
  • Blackstone

Joseph Zidle 

  • Senior Managing Director and Chief Investment Strategist in the Private Wealth Solutions group
  • Blackstone

Nicholas Galakatos

  • Senior Managing Director and Global Head of Life Sciences
  • Blackstone

Jonathan Bock

  • Senior Managing Director and Co-CEO of Blackstone Private Credit Fund (BCRED)
  • The Blackstone Group

Teresa Sweeney

  • Chief Operating Officer of Blackstone Data Science
  • Blackstone

Jonas Nilsson 

  • Partner
  • Cinven

Parker Rhodes 

  • Director
  • Cinven

Nicole Catalano

  • Executive
  • Cinven

Clark D. Peterson

  • Partner
  • Lexington Partners

Pedro Mendes

  • Senior Associate
  • Lexington Partners

Gus Thompson

  • Director
  • Lexington Partners

Alexander Ogura

  • Vice President
  • Lexington Partners

Simon Oak

  • Managing Director
  • Lexington Partners

Steve Klinsky

  • Founder & CEO
  • New Mountain Capital

Teddy Kaplan

  • Managing Director, Net Lease Portfolio Manager
  • New Mountain Capital

Tom Decarlo

  • Managing Director, Net Lease
  • New Mountain

Harris Kealey

  • Managing Director, Private Equity Transaction Leader and Strategic Equity
  • New Mountain Capital

John Kline

  • Credit Portfolio Manager, CEO & President
  • New Mountain

Andrew Dunn

  • Partner
  • One Equity Partners

Carlo Padovano

  • Partner
  • One Equity Partners

Otavio Birman

  • Vice President
  • One Equity Partners

Olivia Cargain

  • Senior Associate & IR
  • One Equity Partners

Derek Menker

  • Associate & IR
  • One Equity Partners

Rodrigo Trelles

  • Co-Head of O’Connor Capital Solutions, Managing Director
  • UBS

Felipe Terrazas

  • Director
  • UBS

Hannah Dolgin

  • Vice President
  • Vista

Heather Miller 

  • Vice President
  • Vista

Alexandra Fen

  • Director
  • Vista

 Julio del Peón

  • Director
  • Vista Equity Partners

Dan Isaacs, CFA

  • Director of Latin America
  • Wellington Management

Scott Coby

  • Director of Alternatives, Americas
  • Wellington Management

Julie Trent

  • Investment Director
  • Wellington Management

Keally Ingersoll

  • Investment Analyst
  • Wellington Management

William Craig

  • Investment Director
  • Wellington Management

Guillermo Rodríguez, CFA, DBA,

  • Head of Latin America & US Offshore
  • WisdomTree

Jeremy Schwartz, CFA

  • Global Chief Investment Officer
  • WisdomTree

Joseph Tenaglia, CFA

  • Director, Model Portfolios
  • WisdomTree

Manuel José Balbontín 

  • Socio y Vice Presidente
  • Vinci Compass

Anabel Vidal

  • Partner and Head of Wealth Management
  • Compass

George Kerr

  • Partner and Country Head - Brazil
  • Compass​

Juan Cristóbal Figueroa

  • Vice President Client Advisor - USA
  • Compass

Ángela María Lozano

  • Co-Portfolio Manager Alternative Asset - Chile
  • Compass

Raimundo Alcalde 

  • Director of Family Office - México
  • Compass

Juan Felipe Rodríguez

  • Senior Client Advisor - USA
  • Compass

Event Details

  • Date June 9, 2025 - June 12, 2025
  • Location New York