Start your day with breakfast, connect with fellow attendees, and get ready for a day of insights and inspiration.

Great investors are made in the years that test them. Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, shares what the toughest markets taught him about managing risk, building positions, and picking his moments. He also covers what a year of sharp swings and stubbornly high rates has added to the playbook, and the lessons worth carrying into whatever comes next.

Markets are forecasting machines, and the interesting money is made where they get it wrong. This conversation captures three perspectives from macro, tech, and the options market test to the consensus: what is already baked into prices, what the crowd is waving off, and where the gap is wide enough to act on.

Intellect is not a shield against market noise. In fact, high-conviction investors are often the most prone to “action bias” – the dangerous urge to tinker, hedge, or pivot when headline volatility peaks. In this session, Dan Egan strips away the myth of financial willpower. He will share the concrete choice architecture and behavioral “speed bumps” used by institutional platforms to protect sophisticated allocators from their own worst impulses. Learn how to audit your personal decision-making environment, engineer intentional friction into your trading execution, and automate systems that mechanically buy the dip while your emotions are telling you to run.

Step inside the Brew Markets studio, minus the studio. John Crotteau and Emily Milliron break down the market news of the day live and in an interactive format.

The wall between public and private markets is coming down in real time. Pre-IPO stakes are opening to wealthy clients, a proposed DOL rule could bring private equity and private credit into everyday 401(k)s, and companies like SpaceX are creating most of their value before they ever list. For sophisticated investors, that is either the biggest access story in a generation or a rush into illiquid, hard-to-price assets just as the private-market return premium is being questioned. This panel cuts through the pitch: what serious allocators are getting into, how to judge quality when everyone is selling scarcity, and what access really costs once you’re locked in.

Few people read the market’s mood as directly as someone who has spent decades on the NYSE floor, where sentiment shows up on faces before it hits a screen. Peter Tuchman, known as the “Einstein of Wall Street,” closes the morning with what the floor has taught him about cycles, conviction, and staying unshaken, plus what he’d want this room to carry out the door.