Global Alts New York 2026 returned to The Glasshouse on June 9 and 10, and the main stage read like a who’s-who of the people who actually move capital. Seth Klarman, Philippe Laffont and Jim Chanos headlined a two-day run of fireside chats and panels, with chief investment officers from Carnegie Corporation, Bowdoin College, CPP Investments, La Caisse and British Columbia Investment Management sharing the allocator’s side of the table. The event was co-hosted by iConnections and the Managed Funds Association (MFA), the same partnership behind the much larger Global Alts gathering held in Miami each January. New York is a smaller event but still not too shabby with over a thousand attendees, nearly 80 main-stage speakers, and three days of one-on-one meetings wrapped around the content.
Below is the speaker lineup, the panel highlights, the full June 9-10 agenda, and a set of links into the Hedge Fund Alpha archive for the managers presenting this year. For last year’s edition, see our coverage of the 2025 Global Alts New York conference, where Cliff Asness and Third Point shared the bill.
Hedge Fund Alpha Coverage Of The 2026 Sessions
Our notes from this year’s main stage:
- Where Seth Klarman’s Baupost Is Swimming Against the Current in AI, Targeting AI Agnostics and His Favorite Sector Today
- Baupost’s Seth Klarman Likes Distressed Investments, Real Estate, and Credit
- Jim Chanos Calls SpaceX a Hopes and Dreams IPO and Warns on Data Centers
2026 Global Alts New York Headliners
Three fireside chats anchored the program, and CNBC’s Sara Eisen and Bloomberg’s Natalia Kniazhevich drew the marquee assignments.
- Seth Klarman, CEO and portfolio manager of The Baupost Group, opened the June 10 session in conversation with Sara Eisen. Klarman rarely does public events, so the 9:00 a.m. main-stage slot was the one worth setting an alarm for.
- Philippe Laffont, founder of Coatue Management, closed June 9 with Sara Eisen. Coatue’s read on AI infrastructure and the largest technology names tends to set the tone for the crossover crowd.
- Jim Chanos, president and founder of Chanos & Company L.P., sat down with Natalia Kniazhevich on June 10. The fundamental short seller behind the Enron and Wirecard calls is a reliable source of contrarian framing.
Two more fireside chats were worth flagging. Chris Power, CEO of defense-tech manufacturer Hadrian, opened June 9 alongside Altimeter’s Erik Kriessmann on advanced manufacturing and reindustrialization. And Alex Pall, co-founder of Mantis VC (and one half of The Chainsmokers), joined Human Ventures’ Heather Hartnett on venture in the consumer and culture economy.
The Allocator Panels: CIOs On The Record
The reason Global Alts New York matters to managers is the allocator density. Several panels put endowment, pension and insurance CIOs on the record about how they were positioning for 2026.
- E&F Strategies 2026 featured Jon-Michael Consalvo (CIO, Carnegie Corporation of New York), Bruce MacDonald (CEO and CIO, VCU Investment Management Company) and Boris Raykin (CIO, Bowdoin College), moderated by David Weisburd of the How I Invest podcast.
- Global Macro: Regimes, Risk, and Portfolio Positioning brought Zachary Squire (Tekmerion Capital Management), Brian Friedman (Brevan Howard) and Mark Sullivan (Wellington Management) together with the MFA’s Noah Theran.
- The Great Repricing put Justin Reed (CIO, Brown Brothers Harriman), Max Miller (CPP Investments), Elizabeth Burton (Fortress Investment Group) and Mario Therrien (La Caisse, the rebranded CDPQ) on where institutional capital moves next.
- Private Markets Reset gathered Gregory Peters (Co-CIO, PGIM Credit), Kalina Berova (British Columbia Investment Management Corporation), Hitesh Kumar (Orchard Global) and Joseph Latini (MUFG Investor Services).
AI, Private Credit, Secondaries And Digital Assets
The thematic panels tracked exactly what allocators were underwriting.
- AI Capital Stack: Where Investors Are Capturing Value featured Brittany Kaiser (Alpha Compute Capital), Crawford Hawkins (Virgil), Vincent Au (ALPS Capital Management) and Matei Zatreanu (System2), with State Street’s Jamie Stewart moderating. Au’s firm, ALPS Capital, pitched at last year’s New York event, where the topic was why volatility could return with a vengeance.
- Gated and Confused: Private Credit at an Inflection Point brought Tod Trabocco (StepStone), Terry Monis (ICG Advisors) and Jonathan Berger (Third Point) together with Capital Allocators host Ted Seides.
- The Liquidity Engine put secondaries front and center with Taylor Robinson (Lexington Partners), Michael Forestner (Mercer), Dan Forman (Jefferson River Capital) and Alexis Ferrer (Sagard | BEX Capital).
- Institutional Digital Assets covered adoption with Anatoly Crachilov (Nickel Digital), Katrina Paglia (Pantera Capital) and Victor van Eijk (Maven 11 Capital).
- Hedge Funds Reset: The Return of Liquid Alpha featured Shane Sandoval (Atreides Management), Pieter Fyfer (Arini) and Aaron Weitman of CastleKnight Management, the fund run by David Tepper’s nephew that we have covered closely, with Albourne’s John Calcaterra.
Macro and policy got their own slots too: Global Power Shifts, which paired MassMutual CIO Daken Vanderburg and Albourne Capital’s Travis Williamson with the Council on Foreign Relations’ Zongyuan Liu; The Global Energy Paradigm with Bloomberg Intelligence’s Mike McGlone; The Almighty Dollar with the FT’s Brendan Greeley and Jefferies’ David Zervos; and The Florida Shift on why capital keeps moving south.
Originally, instead of Williamson, it was Michael Ide, an Investment Due Diligence analyst at Albourne. If that name sounds familiar, it is because Michael Ide wrote for us many years ago, and early readers of ours will remember the name of one of our most fantastic writers ever. It is hard to find old articles, see here for example.
2026 Global Alts New York: Full Agenda
All sessions are at The Glasshouse unless noted. Times are Eastern. A full speaker-by-speaker schedule and roster is available as a downloadable spreadsheet.
Main Stage: Tuesday, June 9
- 9:15 a.m. Introductory Remarks. Ron Biscardi (iConnections), Bryan Corbett (MFA)
- 9:30 a.m. Opening Fireside: Chris Power (Hadrian) with Erik Kriessmann (Altimeter)
- 10:00 a.m. E&F Strategies 2026. Carnegie, VCU, Bowdoin
- 10:30 a.m. Global Macro: Regimes, Risk, and Portfolio Positioning. Tekmerion, Brevan Howard, Wellington
- 11:30 a.m. Global Power Shifts. MassMutual, Albourne, PAAMCO Prisma, Council on Foreign Relations
- 12:00 p.m. Private Markets Reset. PGIM Credit, BCI, Orchard Global, MUFG
- 1:30 p.m. AI Capital Stack. Alpha Compute, Virgil, ALPS Capital, System2, State Street
- 2:00 p.m. Fireside: Alex Pall (Mantis VC) with Heather Hartnett (Human Ventures)
- 2:30 p.m. The Great Repricing. Brown Brothers Harriman, CPP Investments, Fortress, La Caisse
- 3:30 p.m. The Global Energy Paradigm. Tall Trees, Hawke’s Point, Westwood, Bloomberg Intelligence
- 4:00 p.m. Gated and Confused: Private Credit. StepStone, ICG, Third Point, Capital Allocators
- 4:30 p.m. Closing Fireside: Philippe Laffont (Coatue) with Sara Eisen (CNBC)
- 5:00 p.m. Cocktail Reception. Hudson VU at Ink48 Hotel
Main Stage: Wednesday, June 10
- 9:00 a.m. Opening Fireside: Seth Klarman (The Baupost Group) with Sara Eisen (CNBC)
- 9:30 a.m. Talent, Track Record, and Alpha. Valence8, Screendoor, Franklin Templeton, Clear Street
- 10:00 a.m. Family Offices, Venture, and the Next Generation of Capital Platforms. A16Z Perennial
- 10:30 a.m. The Florida Shift. City of Miami Beach, Florida Council of 100, Fortuna Investments
- 11:00 a.m. Emerging Sports: The AI Hedge. Connect Ventures, TMRW Sports
- 11:30 a.m. The Almighty Dollar. The Financial Times, Jefferies
- 12:00 p.m. Hedge Funds Reset: The Return of Liquid Alpha. Atreides, Arini, CastleKnight, Albourne
- 1:30 p.m. The Liquidity Engine: Secondaries. Lexington, Mercer, Jefferson River, Sagard | BEX
- 2:00 p.m. The IPO Window Reopens. Deutsche Bank, 1789Capital
- 2:30 p.m. Institutional Digital Assets. Nickel Digital, Pantera, Maven 11
- 3:30 p.m. Fireside: Jim Chanos (Chanos & Company) with Natalia Kniazhevich (Bloomberg)
- 4:00 p.m. Venture Capital 2026. Jefferies, Human Ventures, Rebalance, Acequia
- 5:00 p.m. Evening Reception. South Terrace
Venue
Global Alts New York 2026 ran at The Glasshouse in Manhattan, with main-stage content on Level 6, the show floor and meetings on Level 6, and invitation-only allocator events in the Level 5 VIP lounge. The June 9 cocktail reception moved to Hudson VU at the Ink48 Hotel, and June 10 closed on the South Terrace.
From The Hedge Fund Alpha Archives: This Year’s Speakers
Here is our prior coverage of the managers and firms on this year’s lineup.
Seth Klarman
The Baupost founder almost never speaks publicly. Start with our Seth Klarman resource page for the bio and the books, then read his 2025 interview on why AI will not displace value investing.
Philippe Laffont
Coatue’s founder has been one of the loudest institutional voices on AI. See his take on the AI darlings and Coatue’s argument to look past Mag 7 sentiment to the next winners.
Jim Chanos
The short seller’s track record runs from Enron to Wirecard. Our Jim Chanos resource page collects the bio and the masterclass, and we covered his short ideas at the 2025 Sohn New York short-selling panel.
Atreides Management
Shane Sandoval represented Atreides on the liquid-alpha panel. The firm was founded by Gavin Baker, whose 3x AI inference pitch at 2025 Sohn Montreal is one of our most-read conference notes.
Returning From 2025
MFA’s Bryan Corbett, back for the introductory remarks, moderated last year’s headline fireside with Cliff Asness of AQR. For the origins of the franchise, see how iConnections and MFA built Global Alts.
Frequently Asked Questions
When is the 2026 Global Alts New York conference?
Global Alts New York 2026 runs June 8-10, with the main-stage content program on Tuesday, June 9 and Wednesday, June 10. June 8 is arrivals and registration.
Where is Global Alts New York held?
The conference takes place at The Glasshouse in New York City. Evening receptions are at Hudson VU at the Ink48 Hotel and the South Terrace.
Who runs Global Alts New York?
It is co-hosted by iConnections, the capital-introduction platform, and the Managed Funds Association (MFA), the global trade body for the alternative asset management industry.
Who is speaking at Global Alts New York 2026?
Headliners include Seth Klarman (The Baupost Group), Philippe Laffont (Coatue Management) and Jim Chanos (Chanos & Company), plus allocator CIOs from Carnegie Corporation, Bowdoin College, CPP Investments, La Caisse, British Columbia Investment Management and MassMutual. Nearly 80 speakers appear across the two main-stage days.
How is Global Alts New York different from Global Alts Miami?
Both are iConnections and MFA events. Miami, held each January, is the flagship, with thousands of attendees across every alternative asset class. New York is the smaller June edition, weighted toward East Coast allocators and one-on-one meetings.
How much does it cost to attend Global Alts New York?
Attendance runs through iConnections membership, and the firm does not publish a public rate card. Qualified institutional allocators can attend at no cost if they commit to a set number of onsite one-on-one meetings. For fund managers it is a paid event, with fees tiered by assets under management. Third-party attendee accounts have put manager passes in the low tens of thousands of dollars, with one emerging-manager review citing roughly $25,000 for two seats. Managers should contact iConnections directly for current pricing.
How can I get Hedge Fund Alpha’s coverage of the panels?
Hedge Fund Alpha covers the main-stage sessions and pitches. See our 2025 Global Alts New York coverage for the format, and our best investing conferences of 2026 guide for the wider calendar, including the 2026 Sohn New York conference.
