uncorrelated Puerto Rico

April 15-17, 2026

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2026 Agenda

April 15th - Wednesday

6:00PM - 8:00 PM

OPENING cOCKTAILS

Opening Reception address is not listed here — sent directly to registered attendees. Please check spam or reach out if needed.

April 16th - Thursday - conference Day 1

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

9:00 AM - OPENING & WELCOMING REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:20 AM - Introduction to Puerto Rico

Puerto Rico is emerging as a premier destination for global investors, driven by attractive tax incentives, a growing alternative investment ecosystem, and a strategic geographic position bridging the U.S. and Latin America. This session will explore the key drivers fueling Puerto Rico’s rise, including favorable regulatory frameworks, an influx of capital, and expanding opportunities in private equity, venture capital, real estate, and private credit. Industry leaders will discuss why fund managers, family offices, and institutional investors are increasingly looking to Puerto Rico as a hub for capital deployment, innovation, and long-term growth.

  • Moderator: Adam Greenfader, Chairman, AG&T

  • Panelist: Christian Kleiner, Luxury Real Estate Advisor, Christian Kleiner Luxury Real Estate

  • Panelist: Alberto Bacó Bagué, Co-Founder, RE CAPITAL LLC & Founding Director, Partnership for Modern Puerto Rico

  • Panelist: John Bozek, Chief Strategy Officer, Invest Puerto Rico

10:05 AM - Status of Alternatives - A Live Recording of The Derivative Podcast

In this live-recorded session, The Derivative Podcast convenes a group of investors and managers for a wide-ranging conversation on the current state of alternative investments. Spanning private markets, real assets, and emerging strategies, the discussion will explore how allocators are thinking about portfolio construction in today’s environment—where traditional correlations are shifting and dispersion across managers is widening. Expect an unscripted, practitioner-led dialogue on what’s working, what’s crowded, and where capital is finding its next edge. Recorded in front of a live audience and distributed across The Derivative Podcast & Uncorrelated networks, this session captures the real conversations shaping alternatives today.

  • Moderator: Jeff Malec, Partner, RCM Alternatives

  • Panelist: Brent Johnson, CEO, Santiago Capital

  • Panelist: Jason Buck, CEO/CIO, Mutiny Funds

  • Panelist: Mark A. Tower, Executive Director, Head of Business Development & Investor Relations, Asset Management One USA Inc.

10:45 AM - NETWORKING BREAK

11:00 AM - FIRESIDE CHAT: Rebuilding Roosevelt Roads: A Once-in-a-Generation Investment Opportunity

In this fireside chat, Carlos Ríos Pierluisi, Executive Director of the Roosevelt Roads Local Redevelopment Authority, provides an inside look at one of the most ambitious redevelopment projects in the Western Hemisphere. Once a major U.S. naval installation, Roosevelt Roads is being transformed into a multi-use economic hub spanning logistics, advanced manufacturing, energy, tourism, and emerging aerospace applications. With significant land, runway, and port infrastructure already in place, the project presents a rare platform for aviation and space-adjacent development alongside broader industrial and commercial investment. This conversation will provide a direct perspective on how institutional and private investors can engage in a large-scale redevelopment with both economic and strategic significance for Puerto Rico and beyond.

  • Featured Speaker: Carlos J. Ríos Pierluisi, Executive Director, Roosevelt Roads Local Redevelopment Authority (LRA)

  • Moderator: DJ Lampitt, VP Small Business Development & Strategic Initiatives, National Puerto Rican Chamber of Commerce

11:45 AM - Investing In Space & Defense

Space and defense are emerging as increasingly uncorrelated investment themes as geopolitical realignment, national security priorities, and commercial innovation drive sustained demand largely independent of traditional economic cycles. This session explores the expanding opportunity set across aerospace, satellite infrastructure, launch services, defense technology, and dual-use platforms, with a focus on how private capital is accessing markets once dominated by governments. The emphasis is on durable, mission-critical demand, public-private partnerships, and why space and defense are gaining attention as resilient, non-correlated components within diversified alternative portfolios.

  • Moderator: Nathan Whigham, Founder and President, EN Capital

  • Panelist: Paul Graven, Co-Founder & Chief Marketing Officer, Space Agility

  • Panelist: Alfonso Tafur, Founder, MeridianWest.io

  • Panelist: Jose Molina, Co-Founder, Puerto Rico Space Foundation

12:25 PM - LUNCH KEYNOTE Fireside Chat

  • Featured Speaker: Dan Morehead, Founder and Managing Partner, Pantera Capital

  • Moderator: Dan Hubscher, Founder and Managing Director, Changing Market Strategies LLC

1:25 PM:

Main Track - FIRESIDE CHAT: Financing Puerto Rico Tax Credits

Puerto Rico's tax credit programs have created a compelling and often underappreciated financing opportunity — one that sits at the intersection of structured finance, economic development, and the island's broader capital markets evolution. This fireside chat breaks down how Puerto Rico tax credit financing actually works, from the mechanics of historic rehabilitation and low-income housing credits to the investor structures being used to deploy capital efficiently. The conversation explores the risk-return profile relative to mainland alternatives, the role of Act 20, Act 22, and Act 60 in shaping the broader incentive landscape, and where the most compelling opportunities — and pitfalls — exist for allocators looking to access this niche but increasingly relevant corner of the market.

Breakout A: Special Invite Only Family Office Sessions with Angelo Robles

Breakout B: Crypro Mastermind

2:00 PM:

Main track - Wealth Manager Perspective

As alternative investments move from institutional staple to mainstream wealth management offering, the advisors closest to high-net-worth and ultra-high-net-worth clients are navigating an entirely new playbook. In this panel, leading wealth managers shares a candid view from the front lines — how client conversations around alts have evolved, which asset classes are generating the most interest and skepticism, how fee structures and liquidity expectations are being renegotiated, and what it truly takes to build a defensible alternatives allocation for private clients in today's market.

Breakout - incentives Pro Demonstration

2:40 PM - NETWORKING BREAK

2:55 PM - Tokenization In Alternatives

Tokenization has moved from theoretical promise to live infrastructure, and the alternatives industry is beginning to feel its weight. As blockchain-based ownership structures gain traction across private equity, real estate, and private credit, a panel of practitioners explores how tokenization is reshaping the way alternative investments are structured, distributed, and traded. The conversation covers the real mechanics of token issuance, how fractional ownership is unlocking liquidity in historically illiquid asset classes, and what a tokenized future means for the traditional GP-LP relationship. With institutional adoption accelerating, the panel asks the question every allocator should be sitting with: not if tokenization reshapes alternatives, but how fast.

  • Moderator: Michael Terpin, Founder and CEO, Transform Ventures, Author, Bitcoin Supercycle

  • Panelist: Fizza Khan, Founder & CEO, Silver Regulatory Associates

  • Panelist: Douglas Spencer, Founder, Monetaforge

  • Panelist: John Kramer, Co-Founder & CEO, Manifest

3:40 PM:

main track - FIRESIDE CHAT: Insurance Meets Private Credit - Building Next-Generation Income Strategies

In this fireside chat, Doug Mellinger, Managing Director at Clarion Capital Partners, explores how insurance and private credit are converging to create differentiated, yield-oriented investment strategies. Drawing on Clarion’s experience structuring insurance platforms and deploying capital into asset-backed and specialty credit opportunities, the discussion will highlight how this integrated model can generate resilient income streams with limited correlation to traditional markets. The conversation will also examine why jurisdictions like Puerto Rico are emerging as strategic hubs for these structures, and how sophisticated investors are gaining exposure to a segment of the market that combines underwriting economics with private lending. A compelling look at an evolving strategy designed for durability, scalability, and attractive risk-adjusted returns.

Breakout - Tokenization of Real-World Assets 

In this breakout session, Douglas Spencer explores how tokenization is beginning to reshape the infrastructure underlying private markets. As fund managers look for more efficient ways to handle ownership, liquidity, and investor access, blockchain-based structures are emerging as a potential unlock for long-standing frictions in the industry. The discussion will focus on how tokenization is being applied in practice, what it means for fund structuring and capital formation, and where the technology is realistically gaining traction today versus where it remains conceptual. A forward-looking conversation on how digital infrastructure could redefine how funds are built, operated, and accessed.

4:15 PM - Opportunities in Private Credit

Private credit has expanded from a niche corner of the market into a multi-trillion dollar asset class that now rivals traditional fixed income in institutional portfolios. In this panel, managers and allocators active across the credit spectrum examine where the opportunity set stands today — how spreads and structures have evolved as capital has flooded the space, where direct lending, mezzanine, and specialty finance are offering the most compelling risk-a usted returns, and how underwriting discipline is being tested as the cycle matures. The conversation also tackles the question every allocator should be asking: how to distinguish managers who have maintained credit standards from those who sacrificed them to deploy capital.

  • Moderator: Peter Murrugarra, Co-Founder & President, Inti Advisors

  • Panelist: Eric Delgado Torres, Business Development Manager, Sygnus Capital Puerto Rico

  • Panelist: Rodolfo Sánchez-Colberg, Managing Partner & Co-Founder, Parliament Capital Management LLC

  • Panelist: Allison Kern, Portfolio Manager - RioBlanco Fund III LLC | Partner - Morro Ventures

  • Panelist: Philip Gaucher, Co-Founder & Managing Partner, Puerto Rico Innovation Fund (PRIF)

5:00 PM - Fireside Chat: The micro Family Office

April 17th - Friday- conference DAY 2

8:00 AM - CHECK-IN

Grab a light bite and network early with other attendees.

9:00 AM:

Main Track - Where Impact Meets Alpha: The Next Phase of Purpose-Driven Investing

Impact investing has evolved from a niche mandate into a core consideration for many portfolios, as investors increasingly seek to align capital with both financial and societal outcomes. In this panel, practitioners and allocators explore how the space is maturing — from the development of more sophisticated measurement frameworks to the integration of impact alongside traditional return objectives. The discussion highlights where investors are finding compelling opportunities across sectors and geographies, how leading managers are approaching transparency and accountability, and how innovative structures such as blended finance and catalytic capital are expanding the opportunity set. Ultimately, the conversation focuses on how impact investing is being thoughtfully incorporated into portfolios designed to deliver both purpose and performance.

Breakout - FIRESIDE CHAT: WHY THE BRITISH VIRGIN ISLANDS

The British Virgin Islands (BVI) has long been recognized as a leading global financial center, offering flexible corporate structures, tax efficiency, and a trusted legal framework for investors, fund managers, and family offices. As the landscape for offshore financial jurisdictions evolves, the BVI continues to attract capital, facilitate global investment flows, and serve as a premier domicile for alternative investment funds.

9:45 AM - AI & Alternatives

Artificial intelligence is no longer a distant disruption on the horizon — it is actively reshaping how alternative investments are sourced, underwritten, managed, and distributed. In this panel, practitioners at the intersection of AI and alternative asset management examine where the technology is delivering real edge today: from deal sourcing and due diligence automation to portfolio monitoring, risk modeling, and investor relations. The conversation moves beyond the hype to address where AI is genuinely augmenting human judgment, where it is falling short of expectations, and how firms that invest early in AI infrastructure are positioning themselves for a structural advantage. For allocators and managers alike, this session offers a grounded look at what it means to build — and back — an AI-native alternatives platform.

10:25 AM - NETWORKING BREAK

10:40 AM - Real Estate Across Markets: Navigating Opportunity in the U.S., Puerto Rico, and the Caribbean

Real estate capital is being deployed across a diverse set of markets, from major U.S. metros to high-growth pockets in Puerto Rico and the broader Caribbean. In this panel, investors and developers examine where opportunities are most compelling today—across residential, hospitality, industrial, and mixed-use projects—and how local dynamics shape underwriting and returns. The discussion will cover deal structures, financing conditions, and the role of tax and incentive frameworks, including Act 60, in influencing capital flows. With perspectives spanning multiple jurisdictions, the conversation also addresses key risks—from regulatory and environmental considerations to liquidity and exit strategy—in an increasingly interconnected real estate landscape.

11:25 AM:

Main Track - SPACs and Beyond: Mining Complexity for Alpha in Public Markets

This session explores how sophisticated investors use complexity, structural inefficiencies, and misunderstood corners of public markets to generate differentiated alpha. Using SPACs as a starting point, the discussion expands to related strategies across special situations, corporate actions, post-reorg equities, and other complex public-market opportunities. Speakers will examine where dislocations persist, how risk is managed through volatile market cycles, and what skill sets and structures are required to consistently extract returns from complexity-driven strategies in today’s public markets.

  • Panelist: Louis Camhi, Chief Investment Officer, RLH Capital, LLC

  • Panelist: Vikas Mittal, Managing Member & Chief Investment Officer, Meteora Capital

Breakout - Special Invite Only Family Office Session with Angelo Robles

12:10 PM - Energy & Agriculture Investment Opportunities

Energy and agriculture remain two of the most essential — and increasingly investable — real asset sectors in today’s market. In Puerto Rico and across the Caribbean, both sectors are undergoing meaningful transformation, driven by shifts toward energy independence, renewable infrastructure, modernized farming practices, and more resilient local supply chains. This panel brings together investors and operators to explore where capital is finding opportunity across power generation, grid solutions, agtech, farmland, and food production systems. The conversation will examine how these sectors are evolving, where risk-adjusted returns are most compelling, and how investors are thinking about long-term value creation at the intersection of natural resources, infrastructure, and innovation.

  • Moderator: Patsy Ramirez-Arroyo, Stakeholder & Marketing Director, Foundation for Puerto Rico

  • Panelist: Eduardo Tugendhat, Founder, Bold Agribusiness Ventures

  • Panelist: Ryan Paddock, Founding Principal - A Mindful Home, CEO - Aperion Energy in Puerto Rico

  • Panelist: DJ Lampitt, VP Small Business Development & Strategic Initiatives, National Puerto Rican Chamber of Commerce

12:50 PM - LUNCH Keynote

1:50 PM:

Main track - Special Fireside Chat - Venezuela Reopening: Opportunity, Risk, and the Next Investment Cycle

As Venezuela enters a period of political and economic transition, investors are once again evaluating one of the world’s most resource-rich — and historically complex — markets. With renewed international engagement, evolving regulatory frameworks, and early signs of capital re-entry across sectors like energy, mining, and infrastructure, the country presents a highly asymmetric opportunity set. This fireside chat explores where sophisticated investors are focusing today, how to think about structuring and risk mitigation in a still-uncertain environment, and what a potential normalization scenario could mean for long-term capital deployment. The conversation will provide a grounded perspective on navigating Venezuela’s reopening — balancing near-term volatility with the scale of the underlying opportunity.

Breakout - Emerging manager readiness series

This session is designed for emerging managers looking to better navigate today’s evolving emerging markets landscape. Panelists will share where capital is flowing, how macro dynamics are shaping opportunity sets, and what strategies are proving effective for accessing growth while managing risk. The discussion provides practical insights on positioning, capital formation, and portfolio construction to help managers build and scale in these markets.

  • Featured Speaker: Dr. Ernesto Villarini, Managing Director, Community Development Venture Capital Alliance

  • Moderator: Geoff Marcus, Co-CEO & Co-Founder, Uncorrelated Alts

2:25 PM:

Main Track - The AI Revolution: Insights and Innovations from Puerto Rico’s Pioneers

Join us for an exciting, unscripted conversation with a group of operators and technologists at the forefront of AI development, offering a rare window into how the landscape is actually evolving in real time. Drawing from firsthand experience building, investing in, and scaling AI-driven platforms, this discussion moves beyond headlines to explore where real value is being created, which applications are gaining traction, and how the competitive dynamics are shifting across sectors. Expect candid perspectives on what’s working, what’s overhyped, and what comes next—along with a forward-looking view on how capital, infrastructure, and talent are converging to shape the next phase of the AI revolution.

  • Moderator: Christian Kleiner, Luxury Real Estate Advisor, Christian Kleiner Luxury Real Estate

  • Panelist: Jim Bunch, President/CEO, Connect.win

  • Panelist: Jesse Randall

  • Panelist: Pavan Agarwal, Creator, Angel Ai

  • Panelist: David Barwig, Founder & Managing Director, Shiny Rocket | COO & Head of Product, IVERIFI AI | General Partner, Justerra Capital | Technical Advisor, Renidy

Breakout - Amicorp Introduction

In this breakout session, Amicorp Group will provide an overview of its integrated platform supporting fund managers, family offices, and institutional investors operating across global markets. With a presence in more than 40 countries, the firm specializes in cross-border structuring, regulatory and tax compliance, and tailored corporate and fund administration solutions designed to navigate complex and evolving macro environments. Attendees will gain insight into how Amicorp’s “plug-and-play” capabilities—including securitization structures, actively managed certificates, brokerage, custody, and governance services—can streamline international investment strategies and operational infrastructure while supporting scalable growth.

3:10 PM - Family Office Perspective

Family offices have become some of the most strategically positioned pools of private capital globally, yet their perspective rarely makes it to the main stage. In this panel, principals and advisors offer a candid look at how family office investment programs are evolving — how alternatives allocations are being constructed, how tax and regulatory considerations shape portfolio strategy, and how the next generation of wealth holders is influencing mandate and risk appetite. A rare window into how family capital actually approaches manager selection, structuring, and long-term wealth preservation.

3:50 PM - NETWORKING BREAK

4:05 PM - Beyond the Buckets: Niche Strategies Driving Uncorrelated Returns

Not every compelling opportunity fits neatly into traditional asset class definitions. This panel brings together managers deploying capital across less conventional, often under-the-radar strategies—ranging from specialty finance and asset-backed niches to emerging real assets and differentiated thematic plays. The discussion will explore where these opportunities originate, how inefficiencies persist, and why smaller, more specialized markets can offer attractive risk-adjusted returns. For allocators, this is a look into the edges of the opportunity set—where creativity, structure, and sourcing can unlock genuinely uncorrelated outcomes.

  • Moderator: DJ Lampitt, VP Small Business Development & Strategic Initiatives, National Puerto Rican Chamber of Commerce

  • Panelist: Lauren Cascio, Founding Partner, Gulp Data

  • Panelist: Ryan La Valle, Managing Partner, ASM Capital Partners

4:50 PM - Crypto in the Caribbean

The Caribbean has emerged as one of the most forward-leaning regions for cryptocurrency adoption and regulation, and the opportunity set for investors and operators is evolving fast. In this panel, practitioners active across digital assets in the region examine what makes Caribbean jurisdictions compelling for crypto-native businesses and funds, how regulatory frameworks across Puerto Rico and the rest of the Caribbean are shaping where capital is landing, and what the maturation of crypto markets means for allocators still sizing up the space. Grounded perspective on where genuine opportunity exists — and where hype still outpaces fundamentals.

5:35 PM - CLOSING Keynote

  • Speaker: Peter Schiff, Founder, Euro Pacific Asset Management

6:05 PM - CLOSING REMARKS

6:10 PM - CLOSING COCKTAILS

7:00 PM - THE BIG PARTY

in Partnership with:

2026 Sponsors

CO-HOSTS

Featured
AG&T
EFSI
EN Capital
Financial Analysts' Society of Puerto Rico
Inti Advisors
The National Puerto Rican Chamber of Commerce

DIAMOND

Featured
Capital Advisory Ai
IncentivesPRO

PLATINUM

GOLD

STRATEGIC PARTNERS