What is Lw3?
The concept of Lw3 is centered around the idea of investors and managers rethinking their relationships to conferences. By providing a platform of unprecedented transparency, agency and governance, Lw3 inverts the traditional conference model.
LPs and GPs are considered stakeholders and should feel as though they have ownership in every aspect of Lw3. The goal will be maximizing the utility of the events over ego or profit, with a strong focus on community and education over traditional marketing techniques.
Lw3 Alts is an alternative investment summit and will feature strategies across Credit, Direct Lending, Real Estate, Commodities, Crypto, and Multi Managers amongst others.
"Some of the most powerful people in the world have never truly been empowered."
The Lw3 Alts Committee
Nicholas Csicsko joined Trinity Wall Street in 2016 as part of the organization’s first internal investment office. Nicholas works on a small team as a generalist helping to build and oversee Trinity’s $3.5B Endowment. Prior to Trinity, Nicholas was a member of the Sloan Foundation’s investment team.
Nicholas received a BA from Indiana University, MM and PhD from the Juilliard School, and holds both the CFA and CAIA designations.ext inside of a div block.
Nicholas received a BA from Indiana University, MM and PhD from the Juilliard School, and holds both the CFA and CAIA designations.ext inside of a div block.
Nick Csicsko
Managing Director
Trinity Wall Street
David E. Erickson, CFA, is the Chief Investment Officer for Ascension Investment Management. Since 2009, he has been responsible for overseeing the administration, management and coordination of all investments, totaling approximately $40billion, and has 30 years of investment industry experience.
Prior to joining Ascension Investment Management in 2009, he served as Chief Investment Officer at the University of Wisconsin Foundation, Madison, Wisconsin, where he supervised an investment team that managed more than $2.2 billion in assets. He previously served as Vice President and Investment Strategist for Strong Capital Management in Wisconsin, and in leadership roles with PNC Bank/PNC Capital Markets in Pennsylvania, Chemical Bank in New York, and Firstar Bank in Wisconsin.
Mr. Erickson holds a bachelor’s degree in economics from Wheaton College, Wheaton, Illinois. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis. He serves as a board member of the Henry J. Predolin Foundation, a family foundation supporting education, medical research and the homeless.e of a div block.
Prior to joining Ascension Investment Management in 2009, he served as Chief Investment Officer at the University of Wisconsin Foundation, Madison, Wisconsin, where he supervised an investment team that managed more than $2.2 billion in assets. He previously served as Vice President and Investment Strategist for Strong Capital Management in Wisconsin, and in leadership roles with PNC Bank/PNC Capital Markets in Pennsylvania, Chemical Bank in New York, and Firstar Bank in Wisconsin.
Mr. Erickson holds a bachelor’s degree in economics from Wheaton College, Wheaton, Illinois. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis. He serves as a board member of the Henry J. Predolin Foundation, a family foundation supporting education, medical research and the homeless.e of a div block.
Ascension Investment Mgmt.
Pasy Wang is the Chief Investment Officer for Cedars-Sinai Health System in Los Angeles, which oversees $4 billion in assets. She joined Cedars-Sinai in 2022. Previously, Ms. Wang was the Senior Managing Director at Caltech’s $4.5 billion endowment. Prior to Caltech, Ms. Wang co-managed a portfolio of opportunistic hedge funds for Pacific Alternative Asset Management Company (PAAMCO), a leading investment firm for institutional investors. She started her career as a consultant at Deloitte Consulting.
Ms.Wang is a graduate of the University of California, Los Angeles with a B.S. inElectrical Engineering. She also holds an M.B.A. in Finance from Columbia Business School. Additionally, she was awarded the Chartered Financial Analyst designation.
Ms.Wang serves as a director on the board of the Boys and Girls Club of Venice, the Levitt Foundation and American Business Bank.
Ms.Wang is a graduate of the University of California, Los Angeles with a B.S. inElectrical Engineering. She also holds an M.B.A. in Finance from Columbia Business School. Additionally, she was awarded the Chartered Financial Analyst designation.
Ms.Wang serves as a director on the board of the Boys and Girls Club of Venice, the Levitt Foundation and American Business Bank.
Pasy Wang
CIO
Cedars-Sinai
Warren M. Stock is the Managing Director of Public Investments at The Robert Wood Johnson Foundation. Warren helps oversee RWJF’s traditional and alternative investment portfolios. Prior to joining the Foundation in 2008, Warren worked as an Analyst at the Smithsonian Institution. Previously, he held several portfolio management and trading roles at RidgeWorth Capital Management, a $40 billion firm eventually acquired by Virtus Investment Partners.
Warren received a B.S. in Finance and General Business and Management from the University of Maryland and an MBA from The George Washington University. Warren is a Trustee of the Princeton-Blairstown Center, a philanthropy founded in 1908 which offers adventure-based, experiential education to youth from historically marginalized communities. He also serves as an Investment Committee member of the Princeton Public Library.
Warren received a B.S. in Finance and General Business and Management from the University of Maryland and an MBA from The George Washington University. Warren is a Trustee of the Princeton-Blairstown Center, a philanthropy founded in 1908 which offers adventure-based, experiential education to youth from historically marginalized communities. He also serves as an Investment Committee member of the Princeton Public Library.
Warren Stock
Managing Director
Robert Wood Johnson Foundation
Wendy Li
Co-Founder & CIO
Buena Capital
Roy Yum
Head of Private
Investments
Investments
Vanderbilt University
Matt McGanity
Managing Director
University of Illinois
Habiba Waziruddin
Director
Hackensack Meridian Health
Louisiana School ERS
Edgar Smith
CIO
Directors Guild of America
Nicholas Pon
Investment Director
YMCA Retirement Fund
Colin Ambrose
CIO
Mother Cabrini
Nick Csicsko,
Managing Director
Trinity Wall Street
Ascension
Pasy Wang
CIO
Cedars-Sinai
Warren Stock
Managing Director
Robert Wood Johnson Foundation
Shelley West
Director of Diversifying Assets
Howard Hughes Medical Institute
Roy Yum
Head of Private
Investments
Investments
Vanderbilt University
Frank Robinson
Managing Director
University of Illinois
Anupam Kathpala
Associate Director
Memorial Sloan Kettering
Habiba Waziruddin
Director
Hackensack Meridian Health
Lw3 Family Stakeholders
Investors
Dobbs Management
Lakeview Capital Management
Greenway Wealth Management
Kemmons Wilson
Haslam Family Capital
Green Hills Associates
Cargill
M4 Capital Management
Wind River
Berish Family Office
Brown Holding
Builders Asset Management
Radianx
OW Management
Lord Baltimore
Ridgeleigh Capital
Tiger Management
The Greenland Corporation
Ninja Capital
Managers
Madison River Capital
Nosara Capital
Marblegate Capital
Access Holdings
Ryan Pedlow
Kairos
Braidwell
Mission BioCapital
Assembly Ventures
BeaconLight
Leeds Equity Partners
Sands Capital
Third Prime
The Radcliffe Companies
Kanbrick
SineWave Ventures
CapitalSpring
Bee Partners
Touchdown Ventures
Ten Eleven
Agenda
February 27-28
7:30 AM
BREAKFAST & REGISTRATION
8:00 AM
MULTI MANAGER GOES SAAS: SIGN OF A BUBBLE OR DARWINISM?
TONY CARUSO, UTIMCOMICHAEL JORDAN, DOCKSIDE PLATFORMSDEREK DRUMMOND, SWIB
8:30 AM
WHY CRYPTO MIGHT STILL CHANGE THE WORLD
VANCE SPENCER, FRAMEWORK VENTURESHASEEB QURESHI, DRAGONFLY CAPITALJOE MARENDA, CAMBRIDGE ASSOCIATES
9:00 AM
IS CREDIT EVER GOING TO BE COOL AGAIN?
STEVE KETCHUM, SOUNDPOINT CAPITALJOHN BARRETT, CORRE PARTNERSHOMYAR CHOKSI, CIFCJOSEPH SCIORTINO, UBS
9:45 AM
LW3 COFFEE BREAK
10:30 AM
1-ON-1 MEETINGS
11:30 AM
LUNCH KEYNOTECRYPTO ISN’T THE FUTURE
OF FINANCE, IT IS THE PRESENT OF FINANCE
OF FINANCE, IT IS THE PRESENT OF FINANCE
BALAJI SRINIVASANOMAR NAEEM, LW3
1:00 PM
blockchain can make you more money
LAURIE KATZ, FIGURE MARKETS BLOCKCHAIN CAN MAKE YOU MORE MONEY CRAIG SEDAKA, LIBREMAX CAPITAL
1:30 PM
HOW I BILT A UNICORN WITH INSTITUTIONAL LPS
TRAVIS SHORE, UNIV OF ILLINOISANKUR JAIN, KAIROS HQ
2:00 PM
ENERGY TRANSITION
LENNY HOCHSCHILD, ENVCPMATT MILLER, GREY ROCKROD SADDINGTON, MEREWETHER MGMTNICK CSISKO, TRINITY WALL STREET
2:45 PM
LW3 OVER PRICED (BUT FREE)
COFFEE BREAK
COFFEE BREAK
3:00 PM
REAL ESTATE:
NO NEW DEVELOPMENTS PLEASE
NO NEW DEVELOPMENTS PLEASE
MICHAEL SIMANOVSKY, CONVERSANTBEN ROWE, KHP CAPITALMATT HALSTEAD, TEXAS TEACHERS
3:30 PM
SECONDARIES AND OTHER
ESOTERIC OPPORTUNITIES
ESOTERIC OPPORTUNITIES
SAUL DIAMOND, LSV ADVISORSRAJA MANCHANDA, SAGARD HOLDINGSJOHN COCKE, CORBIN CAPITALMATTHEW FREEDMAN, LOUISANA SERS
4:15 PM
REAL ESTATE: NO NEW DEVELOPMENTS PLEASE
SAPNA VIR, VERITIONDAVE PURTIZ, SHAOLIN CAPITALNICK STUKAS, WHITEBOX ADVISORSNICHOLAS PON, YMCA
5:00 PM
LW3 libations
6:30 PM
dinner
7:00 AM
WOMEN’S BREAKFAST AT THE
COMMODORE PERRY ESTATE
COMMODORE PERRY ESTATE
SWAN SIT
7:30 AM
BREAKFAST AT DISTRIBUTION HALL
8:00 AM
WHAT YOUR HEDGE FUND MANAGERS
WHO SHORTDON’T TELL YOU
WHO SHORTDON’T TELL YOU
CARSON BLOCK, MUDDY WATERSEDGAR SMITH,
DIRECTORS GUILD
DIRECTORS GUILD
8:30 AM
WHAT EXACTLY IS THE OPPORTUNITY
IN OR AROUND REGIONAL BANKS?
IN OR AROUND REGIONAL BANKS?
ZACH TARICA, FOREST ROADMARTIN FRIEDMAN, FJ CAPITALGREG GEILING, BAYVIEWPREET CHAWLA, CARNEGIE CORP
9:15 AM
SO YOU THINK YOU WANT TO BE A CIO?
COLIN AMBROSE, MOTHER CABRINIDAVID ERICKSON, ASCENSION HEALTHPASY WANG, CEDARS-SINAIWARREN STOCK, RWJ FOUNDATION
10:00 AM
LW3 COFFEE BREAK
10:30 AM
1-0N-1 MEETINGS
12:00 PM
LUNCH KEYNOTE: HOW TO BUILD
MULTI $B BRANDS
MULTI $B BRANDS
BRETT BERISH, SOVEREIGN BRANDSJOSH KAPLAN, ASCENTION HEALTH
1:30 PM
DODGEBALL OR PICKLEBALL?
THE BUSINESS OF SPORTS
THE BUSINESS OF SPORTS
DON CORNWELL, DYNASTYISAIAH KACYVENSKI, WILL VENTURESWENDY LI, BUENA CAPITAL
2:00 PM
BEHIND THE Music:
venture capital unplugged
venture capital unplugged
KYLE TATZ, REDESIGN HEALTHSCOTT RUPP, BITKRAFTYANEV SUISSA, SINEWAVE VENTURESJENNY CHAN, CHOP
2:45 PM
LW3 LAFF-A-LYMPICS*
4:00 PM
CLOSING CEREMONIES
5:30 PM
LW3 STRAGGLERS DINNER