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2022 Forbes Iconoclast Summit

November 3, 2022, 8 a.m. - 6 p.m. ET - New York, NY

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The Next Global Frontier


Tectonic shifts are disrupting our financial system at an accelerating pace. The Forbes Iconoclast Summit will convene the world’s most iconic visionaries, financial titans, pioneering technologists, and key executives for high-level conversations on the most critical issues impacting our economy and markets today.


How will global markets adapt to inflationary pressures and the long-awaited pullback in quantitative easing? What role should digital assets play in a portfolio? How are investors becoming more purposeful and impactful with their allocations?


This action-oriented gathering of over $10 trillion in assets will shatter industry norms and expectations of what this group can achieve.

 


*Timing and content subject to change. Additional speakers and conversations to be announced on a rolling basis. 

Event Recap

2022 Forbes Iconoclast Summit

2022 Forbes Iconoclast Summit

Set against a backdrop of national economic anxiety, the Forbes Iconoclast Summit convened some of the most recognizable names in finance, technology and culture for conversations on where markets, digital assets and consumer trends could head next.

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Speakers

Ray Dalio

Ray Dalio

Founder, CIO Mentor & Member of the Board


Bridgewater Associates

Mary Callahan Erdoes

Mary Callahan Erdoes

CEO


J.P. Morgan Asset & Wealth Management

Carl Icahn

Carl Icahn

Chairman


Icahn Enterprises

Sam Bankman-Fried

Sam Bankman-Fried

Founder & CEO


FTX

Forbes 30 Under 30 & Blockchain 50 Lister

Marc Rowan
Advisory Board Member

Marc Rowan

CEO


Apollo Global Management

Lindsey Vonn

Lindsey Vonn

Olympic Champion, Entrepreneur, and Founder


Lindsey Vonn Foundation

Maverick Carter

Maverick Carter

CEO


The SpringHill Company

Baroness Dambisa Moyo
Advisory Board Member

Baroness Dambisa Moyo

Member


United Kingdom's House of Lords and Co-Principal of Versaca, a family office

Marc Lasry
Advisory Board Member

Marc Lasry

Cofounder, Chairman & CEO


Avenue Capital Group

Sam Zell

Sam Zell

Chairman & Founder


Equity Group Investments

Lydia Jett
Advisory Board Member

Lydia Jett

Managing Partner


SoftBank Investment Advisers

James Chanos

James Chanos

Founder & Managing Partner


Chanos & Company LP

Michael Sonnenshein

Michael Sonnenshein

CEO


Grayscale Investments

Sonia Gardner
Advisory Board Member

Sonia Gardner

President, Managing Partner and Cofounder


Avenue Capital Group

Edwin Conway
Advisory Board Member

Edwin Conway

Global Head of BlackRock Alternatives


BlackRock

Gregg Lemkau
Advisory Board Member

Gregg Lemkau

CEO


MSD Partners

Kate Murtagh
Advisory Board Member

Kate Murtagh

Managing Director for Sustainable Investing & Chief Compliance Officer


Harvard Management Company

Mike Arougheti
Advisory Board Member

Mike Arougheti

Director, Cofounder, CEO & President


Ares

Sandro Salsano

Sandro Salsano

President & Chairman


Salsano Family Office

Victor Khosla
Advisory Board Member

Victor Khosla

Founder & Chief Investment Officer


Strategic Value Partners

Anthony Scaramucci

Anthony Scaramucci

Founder & Managing Partner


SkyBridge Capital

Ajit Nedungadi
Advisory Board Member

Ajit Nedungadi

CEO


TA Associates

Michal Katz
Advisory Board Member

Michal Katz

Head of Investment & Corporate Banking


Mizuho Americas

John Skjervem
Advisory Board Member

John Skjervem

Chief Investment Officer


Utah Retirement Systems

Michelle Seitz

Michelle Seitz

Founder & CEO


MeydenVest Partners

Gregory Fleming
Advisory Board Member

Gregory Fleming

President & CEO


Rockefeller Capital Management

Christine Moy

Christine Moy

Partner & Head of Digital Asset Strategy


Apollo Global Management

Anton Levy
Advisory Board Member

Anton Levy

Co-President, Managing Director and Chairman of the Global Technology Group


General Atlantic

Lawrence Calcano

Lawrence Calcano

Chairman & CEO


iCapital

Matthew Roszak

Matthew Roszak

Chairman & Cofounder


Bloq

Ashvin Chhabra

Ashvin Chhabra

Author, The Aspirational Investor and President & Chief Investment Officer


Euclidean Capital

Jean Hynes

Jean Hynes

CEO


Wellington Management

Greg Lippmann

Greg Lippmann

Managing Founding Partner & Chief Investment Officer


LibreMax

John Bowman
Advisory Board Member

John Bowman

Executive Vice President


CAIA Association

Sharmin Mossavar-Rahmani

Sharmin Mossavar-Rahmani

Chief Investment Officer & Head of the Investment Strategy Group


Goldman Sachs Private Wealth Management

Tarik Brooks

Tarik Brooks

President


Combs Enterprises

Jonathan Grabel

Jonathan Grabel

Chief Investment Officer


LACERA

Steve McDermid

Steve McDermid

Managing Director


Emerson Collective

Jay Sammons
Advisory Board Member

Jay Sammons

Cofounder & Co-Managing Partner


SKKY Partners

James Sprayregen

James Sprayregen

Partner, Restructuring


Kirkland & Ellis

Maneet Ahuja

Maneet Ahuja

Editor-at-Large, Forbes & Founder, Iconoclast


Forbes

Randall Lane

Randall Lane

Chief Content Officer & Under 30 Founder


Forbes

Mike Federle

Mike Federle

Chief Executive Officer


Forbes

Moira Forbes

Moira Forbes

President and Publisher, ForbesWomen & Executive Vice President


Forbes

Steven Bertoni

Steven Bertoni

Assistant Managing Editor, Founders


Forbes

Moderator

Seth Cohen

Seth Cohen

Chief Impact Officer


Forbes

Luisa Kroll

Luisa Kroll

Executive Editor


Forbes

Michael del Castillo

Michael del Castillo

Senior Editor, Digital Assets


Forbes

Matt Schifrin

Matt Schifrin

VP & Executive Editor, Money & Markets


Forbes

Christopher Helman

Christopher Helman

Senior Editor


Forbes

Agenda

8:00 a.m.

Breakfast and Registration

9:00 a.m.

Welcome Remarks

Maneet Ahuja, Senior Editor, Forbes

9:05 a.m.

Opening Keynote Conversation: Decoding the Changing World Order

Ray Dalio, Founder, CIO Mentor & Member of the Board, Bridgewater Associates

Interviewer: Randall Lane, Chief Content Officer, Forbes

9:25 a.m.

Global Opportunities & Geopolitical Risk: A Macroeconomic Debate

A new geopolitical and economic reality has begun to take shape. How should investors be thinking differently as a result? This session will discuss current global market trends and risks, where experts see pockets of opportunity, as well as strategies for building resilience in your portfolio and positioning for future disruptions.     


Mary Callahan Erdoes
, CEO, J.P. Morgan Asset & Wealth Management 

Marc Lasry, Cofounder, Chairman & CEO, Avenue Capital Group

Dambisa Moyo, Co-Principal, Versaca Investments, Global Economist, Author and Board Member

Moderator: Luisa Kroll, Executive Editor, Forbes

9:45 a.m.

Keynote Conversation: Lessons from the Grave Dancer

Sam Zell, Chairman & Founder, Equity Group Investments

Interviewer: Maneet Ahuja, Senior Editor, Forbes

10:05 a.m.

Techtonics: Navigating The Tech Downturn

The tech industry is facing a new reality as financing becomes harder to come by, valuations are falling, and market growth is slowing. Hear how discerning investors are adapting their strategy for this challenging environment.

 

Lydia Jett, Managing Partner, Softbank Investment Advisers
Anton Levy, Co-President, Managing Director and Chairman of the Global Technology Group, General Atlantic
Ajit Nedungadi, CEO, TA Associates

Moderator: Steven Bertoni, Assistant Managing Editor, Founders, Forbes

10:25 a.m.

Coffee Break

10:40 a.m.

View from the Top: Unlocking Transformational Alpha Amid Shifting Market Dynamics

Financial services leaders have worked to transform their firms’ reputation and business models, recognizing the acute need to disrupt themselves in order to accelerate scale, retain talent, and expand alternative investment capabilities. Hear from three CEOs on their strategy and what they have learned throughout the journey.


Gregory Fleming, CEO, Rockefeller Capital Management
Jean Hynes
, CEO, Wellington Management
Michelle Seitz, Founder & CEO, MeydenVest Partners

Moderator: John Bowman, EVP, CAIA 

11:00 a.m.

The Next Big Short: Round I

Jim Chanos, Founder & Managing Partner, Kynikos Associates
Interviewer: Matt Schifrin, VP & Executive Editor, Money & Markets, Forbes

11:15 a.m.

Power Players: The Business of Building Empires

Two iconic leaders with business interests that span across industries and platforms share what they have learned stepping into the CEO role and working to build the right culture and legacy for their respective firms.

 

Maverick Carter, CEO, The SpringHill Company
Marc Rowan, CEO, Apollo Global Management

Moderator: Maneet Ahuja, Senior Editor, Forbes

11:35 a.m.

How Family Offices Are Creating Opportunity in a Time of Uncertainty

There is no one-size-fits-all when it comes to family offices. Hear how three notable family offices are approaching both their investments and their impact, each utilizing unique and innovative strategies.  


Ashvin Chhabra
, President & Chief Investment Officer, Euclidean Capital
Steve McDermid, Managing Director, Emerson Collective
Sandro Salsano, President & Chairman, Salsano Family Office
Moderator: Seth Cohen, Assistant Managing Editor, Communities & Head of Forbes Impact Lab, Forbes

11:55 a.m.

M&A Confidential: Dealmaking for the Next Decade

The dealmaking environment has become more fraught as cheap financing comes to an end and rising costs, sector slowdowns and geopolitical tensions all contribute to uncertainty. How should investors adapt their thinking, and where are the best opportunities to unlock value for the next decade?     


Michal Katz,
Managing Director, Head of Investment & Corporate Banking, Mizuho Americas
Victor Khosla, Founder & Chief Investment Officer, Strategic Value Partners
James Sprayregen, Partner, Restructuring, Kirkland & Ellis

Moderator: Mike Federle, CEO, Forbes

12:15 p.m.

Keynote Conversation: Cryptonomics

Sam Bankman-Fried, CEO, FTX

Interviewer: Randall Lane, Chief Content Officer, Forbes

12:30 p.m.

Networking Lunch

2:00 p.m.

The Next Big Bet: Do Celebrities Have the Golden Touch?

Two global industry heavyweights, Kim Kardashian and Sean “Diddy” Combs, have ventured into the business world via various enterprises. Is the power of their brands enough to move the market and convince Wall Street they are the real deal? We go behind the curtain with the CEOs behind two big players.      


Jay Sammons
, Cofounder & Co-Managing Partner, SKKY Partners
Tarik Brooks, President, Combs Enterprises
Moderator: Moira Forbes, President & Publisher, ForbesWomen and Executive Vice President, Forbes

2:20 p.m.

Positioning Portfolios for Performance: US Preeminence, Inflation and the Energy Transition

US investors have much to consider as we head into a likely recession, raising questions about whether US assets will continue to outperform their global counterparts, how best to protect against inflation, and how to tackle energy transition in a pragmatic way. Hear experts discuss their approach to these difficult and complex questions. 


Sharmin Mossavar-Rahmani, Chief Investment Officer & Head of Investment Strategy Group, Goldman Sachs Private Wealth Management
John Skjervem
, Chief Investment Officer, Utah Retirement Systems
Moderator: Christopher Helman, Senior Editor, Forbes 

2:40 p.m.

The Democratization of Alternatives

A sea change is afoot in the race to democratize alternative investments across Wall Street. During times of market uncertainty, investors increasingly look towards the private markets for great opportunities. This panel will explore how some of Wall Street’s leading firms are tackling the challenge and opportunity head on.


Mike Arougheti
, Director, Cofounder, CEO & President, Ares
Lawrence Calcano, Chairman & CEO, iCapital

Moderator: Matt Schifrin, VP & Executive Editor, Money & Markets, Forbes

3:00 p.m.

The Next Big Short: Round II

Greg Lippmann, Founder & CIO of LibreMax

Interviewer: Steven Bertoni, Assistant Managing Editor, Founders, Forbes

3:15 p.m.

Coffee Break

3:35 p.m.

Power Players: Maximizing Performance

Self-made icons spanning the worlds of business and sports share how they challenged stereotypes from the boardroom to the world’s greatest stage to break records and go for the gold—while pushing progress forward.


Sonia Gardner
, President, Managing Partner & Cofounder, Avenue Capital Group
Lindsey Vonn, Olympic Champion, Entrepreneur, and Founder, Lindsey Vonn Foundation

Moderator: Moira Forbes, President & Publisher, ForbesWomen & Executive Vice President, Forbes

3:50 p.m.

The Race To Net Zero

The investment community has taken on a prominent role in the push to achieve net zero emissions, but specific paths to reaching target goals vary. This session will explore various strategies for considering emissions in the investment process, the tradeoff between impact and financial returns, and other ways investors are working to accelerate the energy transition.    

 

Edwin Conway, Global Head of BlackRock Alternatives, BlackRock
Jonathan Grabel, Chief Investment Officer, LACERA
Kate Murtagh, Managing Director for Sustainable Investing & Chief Compliance Officer, Harvard Management Company
Moderator: Christopher Helman, Senior Editor, Forbes

 

4:10 p.m.

Building on the Blockchain: Rewiring Wall Street

What’s next for crypto assets as investors reassess their strategies, regulators refine their approaches, and the entire ecosystem prepares for the next stage in the market’s trajectory.


Christine Moy
, Partner & Head of Digital Asset Strategy, Apollo Global Management
Anthony Scaramucci, Founder & Managing Partner, SkyBridge
Michael Sonnenshein, CEO, Grayscale Investments

Moderator: Michael del Castillo, Senior Editor, Digital Assets, Forbes

4:30 p.m.

Closing Keynote Conversation: An Activist Icon’s View on Markets & the Future

Carl Icahn, Chairman, Icahn Enterprises 

Interviewer: Steven Bertoni, Assistant Managing Editor, Founders, Forbes

4:55 p.m.

Closing Remarks

Maneet Ahuja, Senior Editor, Forbes

5:00 p.m.

Crypto Cocktail Reception hosted by Bloq

Matthew Roszak, Chairman & Cofounder, Bloq

6:00 p.m.

Event Concludes

Advisory Board

Mike Arougheti
Advisory Board Member

Mike Arougheti

Director, Cofounder, CEO & President


Ares

Ron Biscardi
Advisory Board Member

Ron Biscardi

Cofounder & CEO


iConnections

John Bowman
Advisory Board Member

John Bowman

Executive Vice President


CAIA Association

Edwin Conway
Advisory Board Member

Edwin Conway

Global Head of BlackRock Alternatives


BlackRock

Gregory Fleming
Advisory Board Member

Gregory Fleming

President & CEO


Rockefeller Capital Management

William Ford
Advisory Board Member

William Ford

Chairman & CEO


General Atlantic

Sonia Gardner
Advisory Board Member

Sonia Gardner

President, Managing Partner and Cofounder


Avenue Capital Group

Glenn Hutchins
Advisory Board Member

Glenn Hutchins

Chairman


North Island and North Island Ventures

Lydia Jett
Advisory Board Member

Lydia Jett

Managing Partner


SoftBank Investment Advisers

Victor Khosla
Advisory Board Member

Victor Khosla

Founder & Chief Investment Officer


Strategic Value Partners

Gregg Lemkau
Advisory Board Member

Gregg Lemkau

CEO


MSD Partners

Kim Lew
Advisory Board Member

Kim Lew

President & CEO


Columbia Investment Management Company

Ida Liu
Advisory Board Member

Ida Liu

Global Head


Citi Private Bank

Kate Murtagh
Advisory Board Member

Kate Murtagh

Managing Director for Sustainable Investing & Chief Compliance Officer


Harvard Management Company

Ajit Nedungadi
Advisory Board Member

Ajit Nedungadi

CEO


TA Associates

Marc Rowan
Advisory Board Member

Marc Rowan

CEO


Apollo Global Management

David Siegel
Advisory Board Member

David Siegel

Chairman, Siegel Family Endowment and Co-Founder & Co-Chairman


Two Sigma

John Skjervem
Advisory Board Member

John Skjervem

Chief Investment Officer


Utah Retirement Systems

Allyson Tucker
Advisory Board Member

Allyson Tucker

CEO


Washington State Investment Board

Eric Wilmes
Advisory Board Member

Eric Wilmes

Managing Director & President, Americas


GIC

Sponsors

Location

New York Historical Society

170 Central Park West, New York, NY 10024

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