Key Takeaways
- • Uncorrelated AltsOps 2026, a B2i Digital Featured Conference hosted by Uncorrelated Alts, will convene investment managers, allocators and industry providers at Club 101, 101 Park Avenue, New York City, on Thursday, October 29, 2026, for a full day on fund operations and operational due diligence.
- • The agenda covers anchor and early-stage investor attraction, allocations to alternatives through PPLI and PPVA structures, family office and private wealth perspectives, ODD expectations of allocators, and diamond supply-chain finance as a return stream.
- • Co-hosts are Dime Community Bank, EFSI, Inti Advisors and U-Alts, with EN Capital as Diamond Sponsor; the agenda is subject to change as of October 26, 2026.
- • Listed speakers include representatives of J.P. Morgan Alternative Asset Management, J.P. Morgan Private Bank, BNY Global Family Office, Metalmark Capital, Corient and Cerity Partners Family Office.
- • The event is promotional in nature; the release is issued by B2i Digital, a marketing partner rather than an affiliate of Uncorrelated Alts.
Summary
The full-day program focuses on fund operations and operational due diligence, with sessions addressing how managers attract anchor and early-stage investors, how RIAs allocate to alternatives through private placement life insurance (PPLI) and private placement variable annuities (PPVA), and how family offices and private wealth channels are approaching alternatives. A session titled "ODD Essentials: What Allocators Look For Before They Invest" features representatives of Inti Advisors, Talpion Fund Management, Titan Advisors and J.P. Morgan Alternative Asset Management. Other panels cover diamond supply-chain finance as an uncorrelated return stream and partnering with service providers to grow a fund. An afternoon session includes a presentation on building an AI advantage by Angelo Robles, founder and CEO of SFO Continuity and Billionaire Mastermind. The agenda, which is subject to change, also lists speakers from Metalmark Capital, Mesa Lane Capital Partners, Corient, NewEdge Wealth, Cerity Partners Family Office, Granby Capital Management, BNY Global Family Office and J.P. Morgan Private Bank.
David Shapiro, CEO of B2i Digital, said the event brings allocators, family offices and private wealth together to discuss what they review before committing capital. Geoff Marcus, CEO and co-founder of Uncorrelated Alts, said operations is where allocators distinguish the funds they back from those they pass on. The release states that B2i Digital's media network reaches 1,200+ outlets with a 330 million+ combined monthly audience. Registration and agenda details are available through the organizers' websites. The release notes that B2i Digital has not independently verified information provided by featured companies and is not a registered broker-dealer or investment adviser.
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