Key Takeaways
- • Uncorrelated AltsOps 2026, a B2i Digital Featured Conference hosted by Uncorrelated Alts, takes place Thursday, October 29, 2026, at Club 101, 101 Park Avenue, New York City, with a full-day focus on fund operations and operational due diligence (ODD).
- • The event is co-hosted by Dime Community Bank, EFSI, Inti Advisors and U-Alts, with EN Capital serving as Diamond Sponsor.
- • The agenda pairs allocators, family offices and private wealth executives with fund managers on what allocators check before committing capital, including an ODD panel with J.P. Morgan Alternative Asset Management and Inti Advisors.
- • Sessions cover anchor investor attraction, PPLI and PPVA allocation structures, AI-driven fund advantages, diamond supply-chain finance, and private wealth's move into alternatives.
- • The day concludes with After Alts evening drinks from 5:30 to 8:30 PM ET, subject to host approval and separate registration.
Summary
Uncorrelated AltsOps 2026 will bring investment managers, allocators and select industry providers together at Club 101 in New York City on Thursday, October 29, 2026. Hosted by Uncorrelated Alts and presented as a B2i Digital Featured Conference, the event is devoted to fund operations and operational due diligence. Co-hosts include Dime Community Bank, EFSI, Inti Advisors and U-Alts, and EN Capital is the Diamond Sponsor. Platinum sponsors include Akram & Associates, Argo Fund Solutions, Del Gatto Finance Group, Fox Rothschild, KPPB LAW, Peapack Private, Spearhead Administrative Services and STP Investment Services.
According to the organizers, the agenda was current as of October 26, 2026, and is subject to change. Morning sessions address attracting anchor and early-stage investors, with speakers including Adam Ross of Abrams Garfinkel & Ross, Jared Fogel of Metalmark Capital and Scott Sherman of Mesa Lane Capital Partners. A registered investment adviser panel at 10:30 AM addresses allocating to alternatives through private placement life insurance (PPLI) and private placement variable annuities (PPVA), with participants including David Reynolds of Spearhead, Chad Jaffee of Corient, and Adam Sandler of Cerity Partners Family Office.
Afternoon programming includes a family office perspective on alternatives featuring Scott Beechert of Granby Capital Management and James Nazarov of the Nazarov Family Office, and an ODD session on what allocators look for before investing, with Peter Murrugarra of Inti Advisors, Eric Lazear of Titan Advisors and David Warsoff of J.P. Morgan Alternative Asset Management. A session on diamond supply-chain finance as an uncorrelated return stream features Carly Williams of Grove Capital Ventures and Chris Del Gatto of Del Gatto Finance Group. The day closes with a session on private wealth's move into alternatives featuring representatives of Lumiere Financial Group, J.P. Morgan Private Bank and BNY Global Family Office.
David Shapiro, CEO of B2i Digital, Inc., said allocators, family offices and private wealth in one room will discuss what they check before they commit. Geoff Marcus, CEO and Co-Founder of Uncorrelated Alts, said operations is where allocators separate the funds they back from those they pass on. Uncorrelated Alts is based in Westport, Connecticut, and offers an investment platform for wealth managers, independent RIAs and family offices.
According to the organizers, the agenda was current as of October 26, 2026, and is subject to change. Morning sessions address attracting anchor and early-stage investors, with speakers including Adam Ross of Abrams Garfinkel & Ross, Jared Fogel of Metalmark Capital and Scott Sherman of Mesa Lane Capital Partners. A registered investment adviser panel at 10:30 AM addresses allocating to alternatives through private placement life insurance (PPLI) and private placement variable annuities (PPVA), with participants including David Reynolds of Spearhead, Chad Jaffee of Corient, and Adam Sandler of Cerity Partners Family Office.
Afternoon programming includes a family office perspective on alternatives featuring Scott Beechert of Granby Capital Management and James Nazarov of the Nazarov Family Office, and an ODD session on what allocators look for before investing, with Peter Murrugarra of Inti Advisors, Eric Lazear of Titan Advisors and David Warsoff of J.P. Morgan Alternative Asset Management. A session on diamond supply-chain finance as an uncorrelated return stream features Carly Williams of Grove Capital Ventures and Chris Del Gatto of Del Gatto Finance Group. The day closes with a session on private wealth's move into alternatives featuring representatives of Lumiere Financial Group, J.P. Morgan Private Bank and BNY Global Family Office.
David Shapiro, CEO of B2i Digital, Inc., said allocators, family offices and private wealth in one room will discuss what they check before they commit. Geoff Marcus, CEO and Co-Founder of Uncorrelated Alts, said operations is where allocators separate the funds they back from those they pass on. Uncorrelated Alts is based in Westport, Connecticut, and offers an investment platform for wealth managers, independent RIAs and family offices.
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