2025 EMERGING
MANAGER SUMMIT
About
The first USEMI Summit is a comprehensive accelerator for new and growing firms located and investing in the United States. We are offering complimentary early bird tickets to USEMI GPs. Once sold out, prices will increase to $350.
If you are not yet a member, you can apply to the Institute, and then register for the Annual Summit. If you do not wish to register, or are ineligible for USEMI membership due to your firm type, please complete your registration using the Non-Member Registration button below.
When and Where
When: November 20, 2025
Location: Convene 101 Park Avenue, 101 Park Ave, New York, NY 10017, United States
Agenda
8.30 - 9.00
Registration & Breakfast
9.00 - 9.10
Opening Remarks
Ed Stubbings (Advisory Board Member, US EMI)
9.10 - 9.25
Keynote: Emerging Managers in North America
Charles Lemay, Walter GAM
9.30 - 9.55
Fireside: How it's Done - an Emerging Fund Manager Case Study
Ken Ryan, Sandbrook Capital
10.00 - 10.30
Panel: Legal Matters
David Mulle, Seward & Kissel
John Koeppel, Lippes Mathias
Stephen Coats, Petra Funds Group
10.35 - 11.00
Panel: Firm Operations for Emerging Managers
Ray Ferranti, Gen II
Jeff Welton, Ark
11.00 - 11.40
Coffee & GP-LP Networking
Sponsored by Verivend
11.40 - 12.00
Panel: Banking & FX
Ed Stubbings, Global Emerging Manager Institute
David Renta, Convera
12.05 - 12.30
Panel: Technology & AI for Emerging Managers
Max Leykin, Sandbrook Capital
Rodney Reisdorf, Verivend
James Thomas, ContractPodAI
Peter Rosenstein, Gen II
12.35 - 13.00
Speech: Tax Structuring
Chris Spiegelman, Andersen
13.00 - 14.00
Networking Lunch
Sponsored by Ark
14.00 - 14.30
The VC Fireside
Sheena Jindal, Sugar Free Capital
Holly Neiweem, Apprentis Ventures
14.35 - 14.50
The Mindset of LPs – How Commitments are Made
Matt Curtolo, MC Advisory & US EMI
David Weber, Kossuth Capital
14.50 - 15.30
Coffee & GP-LP Networking
Sponsored by Verivend
15.30 - 16.00
Capital Raising Masterclass
Ryan Carey, Houlihan Lokey
Edward Conrad, Houlihan Lokey
16.05 - 16.45
LP Panel: Ask the LP
Katherine Relle, Headway Capital Partners
Peter Birk, Catalyst Partners, Moelis Asset
Paul Kwon, 747 Capital
Richard Morgan, TIFF Investment Management
16.45 - 18.00
Drinks Reception
Sponsored by Houlihan Lokey