ICV Manhattan 2015 will be the first conference with a near 5:1 investor to company ratio, without service providers, without sponsors, and where the profits will be donated to charity.

ICV Manhattan 2015 will feature presentations by the chief executives of private and public social impact companies; the next generation of America’s largest families and single family office executives who make direct investments and allocate to professional managers; and, institutional investors who leverage their talent, influence and capital to identify and grow businesses.

ICV will donate 100% of the profits of ICV Manhattan to the Children’s Village based in Dobb’s Ferry, New York, which works in partnership with families to help society’s most vulnerable children so that they become educationally proficient, economically productive, and socially responsible members of their communities.

Investor registration is complimentary, but highly vetted. This event will not be sponsored. Service providers may not attend.

Guest Profile

As of 12/8/2015:
> approved family offices and fund investors: 255 (out of 396 applicants)
> approved chief executives: 49 (representing 28 presenting companies)
> total fund AUM, collectively: over $1 trillion
> number of single family offices: 133

Social Impact Companies

Over the course of two days, members of our community will have ample opportunities to evaluate management and investment opportunities in a pressure-free environment, while preserving their anonymity. During the business segments, three tracks of company presentations will run concurrently. Each presentation period lasts 25-minutes; chief executives may present their company for 15 minutes to allow 10 minutes for Q&A. Following the presentations, break-out rooms will be available for extended Q&A and private 1-1 discussions.

Manager Spotlight

One of the world’s top fund managers will share his investment approach and outlook.

  • Marc Lasry, Chairman, CEO and CO-Founder of Avenue Capital Group, has focused on distressed investing for over 31 years. Prior to co-founding Amroc Investments, LLC as an independent entity, Mr. Lasry managed capital for Amroc Investments, L.P., the predecessor firm associated with Robert Bass Group, Inc. Mr. Lasry and Amroc Investments, L.P. were affiliated with Acadia Partners L.P., an investment partnership whose general partners include Keystone, Inc. (an investment firm that was associated with the Robert Bass Group, Inc.), American Express Company and the Equitable Life Assurance Society of America. Prior to that, Mr. Lasry was Co–Director of the Bankruptcy and Corporate Reorganization Department at Cowen & Company. Prior to this, he served as Director of the Private Debt Department at Smith Vasiliou Management Company. Mr. Lasry also clerked for the Honorable Edward Ryan, former Chief Bankruptcy Judge of the Southern District of New York. Mr. Lasry is currently a member of the Council on Foreign Relations, and he also serves on the Board of Directors of The Clinton Global Initiative, and the Board of the 92nd Street Y. He previously served as a member of the Board of Trustees of The Mount Sinai Medical Center.
CEO & Investor Spotlight

Two of the most successful leaders in the biotech industry speak to their process, strategy and outlook.

  • Isaac Blech, Founder of Celgene Corp., ICOS Corp., Pathogenesis Corp., Nova Pharmaceutical Corp. and Genetic Systems Corp. Over the past thirty five years, Isaac Blech established some of the leading biotechnology companies in the world. These include Celgene Corporation, ICOS Corporation, Nova Pharmaceutical Corporation, Pathogenesis Corporation, and Genetics Systems Corporation. Collectively, these companies have produced major advances in a broad array of diseases including the diagnosis and treatment of cancer, chlamydia, sexual dysfunction, cystic fibrosis, and AIDS. Their combined value is over $110 billion.
  • Jacob Gottlieb, MD, CFA, PRM, Chief Investment Officer of Visium Asset Management , a multi-strategy hedge fund firm managing over $7.6 billion for institutional and private clients. Jacob has over 15 years of hedge fund investing experience and he leads a team of more than 85 investment professionals focused primarily on fundamental equity long/short strategies. Jacob founded Visium in 2005 after working as a Partner and Portfolio Manager at Balyasny Asset Management, LP, where he led a team of more than 20 investment professionals. Prior to Balyasny, Jacob was a Portfolio Manager at Merlin, and began his career as a buy-side equity analyst at Sanford C. Bernstein. Jacob holds a BA in Economics from Brown University (magna cum laude) and a medical degree from New York University. He also holds a CFA charter and his PRM designation from the Professional Risk Managers’ International Association.

 

Generosity Network Fundraising

Leaders who apply innovative business approaches to reform systems and create change to decrease suffering in the world.

  • Jeremy Kohomban, Ph.D, President & CEO of The Children’s Village, is a noted expert in child welfare and his leadership successes have been noted by The New York Times, NPR and other publications. Most recently, he testified before the United States Congress, Senate Finance Committee and elaborated on the need for finance reform that supports children, families and communities.

  • Jeff Walker, Vice Chairman of United Nations Envoy’s Office for Health Finance and Malaria , he serves on the Boards of New Profit, Berklee College of Music, Morgan Library, Lincoln Center Film Society, The Miller Center and UVA Undergraduate Business School; he is Co-Founder and Co-Chairman of The Quincy Jones Musiq Consortium, Chair of The Council of Foundations at UVA; he serves on the Visiting Committee at Harvard Business School and is on advisory boards at MIT, UCLA, UVA, Columbia, Brookings and others. For twenty five years Jeff was CEO and Co-Founder of CCMP Capital, the $12 billion successor to JPMorgan Partners, JPMorgan Chase & Co’s global private equity, Vice Chairman of JPMorgan Chase & Co. and Chairman of the JPMorgan Chase Foundation.

 

Family Office Roundtable

Members of single family offices will speak openly on a wide range of topics such as sourcing deal flow, direct investing, allocating to professional managers, and family governance.

 

Institutional Investor Roundtable

Allocators and managers with significant and diverse experience will share their processes, where they see opportunity in the current landscape and the characteristics that may drive their investments and/or allocations.

  • Tom Donahoe, Chief Investment Officer of the Homeland Foundation, maintaining the Wethersfield House and Formal Gardens, Supporting Catholic Culture, and Renewing Agrarian Life.
Global Risk

Experts discuss the nature of challenges we face today – cyberthreat, geopolitical, terror – and how to respond to and contain these risks.

 

World Economy and Direction

Economic experts discuss the extremely serious challenges that exist to our economy and our future prosperity, and provide guidance on how to take concrete action to reduce our vulnerability to these forces.

  • Jennifer Bawden, Founder of Bawden Capital, a best-selling author, philanthropist and serial social entrepreneur passionate about disruptive technologies, with a decade of experience in Homeland Security technology solutions.
  • Vuk Jeremić, former President of the United Nations General Assembly, having formerly served as Minister of Foreign Affairs of the Republic of Serbia. He has been mentioned among candidates to be the next UN Secretary-General.

 

Investment Outlook: Healthcare I

Leading industry focused investors who leverage their talent, influence and capital to identify and grow businesses will share their investment approach and industry insights.

  • Alfonso Chang, Managing Director of Relativity Healthcare Partners, an an investment group dedicated to providing growth capital to emerging healthcare companies.
  • Jeff Jonas, Portfolio Manager of Gabelli Funds, a diversified global financial services company offering an extensive range of investment capabilities.
  • Peter Kolchinsky, Ph.D, Managing Director and Portfolio Manager of RA Capital Management, dedicated to evidence-based investing in public and private healthcare and life science companies.

 

Investment Outlook: Healthcare II

Leading industry focused investors who leverage their talent, influence and capital to identify and grow businesses will share their investment approach and industry insights.

  • Michael Meng, Principal of the Healthcare Group of Apax Partners, an independent global partnership focused solely on long-term investment in growth companies.
  • Scott Morenstein, Managing Director of CAM Capital, a private investment company established by Bruce Kovner for his proprietary investment, trading and business activities.

 

Investment Outlook: Real Estate

Leading industry focused investors who leverage their talent, influence and capital to identify and grow businesses will share their investment approach and industry insights.

  • Jonathan Litt, Founder and CEO of Land & Buildings, a registered investment manager specializing in publicly traded real estate and related securities.

 

Investment Outlook: Commodities

Leading industry focused investors who leverage their talent, influence and capital to identify and grow businesses will share their investment approach and industry insights.

  • Anuroop Duggal, Partner of 3G Capital , a global investment firm focused on long-term value, with a particular emphasis on maximizing the potential of brands and businesses.
  • Ari Gendason, Managing Principal of Continental Grain, a grain trading firm established in 1813 which grew to become one of the largest privately held companies in the world.

 

Investment Outlook: Technology

Leading industry focused investors who leverage their talent, influence and capital to identify and grow businesses will share their investment approach and industry insights.

  • David Blumberg, Managing Partner of Blumberg Capital, an early stage VC firm that invests in exceptional entrepreneurs with transformative ideas ($500mm).
  • Steve Brotman, Founder of Alpha Venture Partners, a venture firm that invests in positively selected growth technology companies, and the East Coast advisors to Pritzker Group.
  • John Frankel, Founding Partner of ff Venture Capital, an early stage VC firm that invests in exceptional entrepreneurs with transformative ideas ($500mm).
 
Philanthropy

The Children’s Village

Mission: To work in partnership with families to help society’s most vulnerable children so that they become educationally proficient, economically productive, and socially responsible members of their communities. Behind this mission lie three core beliefs: First, all children and youth need connections to adults, preferably family members, who believe in them and will remain connected throughout their lives. Second, education, appropriate social behavior, and job skills are essential to functioning independently in society. And third, everyone has strengths and the desire to make his or her life happy and fulfilling; with support and the tools to overcome obstacles, most can and will succeed.

One Echo Hills
Dobbs Ferry, NY 10522
914-693-0600

 
Venue

Mandarin Oriental, New York
80 Columbus Circle at 60th Street
New York, NY 10023
(212) 805-8800

Directions

Dinner Venue: Parkview LoungeThe Shops at Columbus Circle
10 Columbus Circle, 4th Floor
New York, NY 10019

T: (212) 823-9770
F: (212) 823-9771