Overview

Bloomberg returns to Minneapolis, bringing together the investment community to participate in a wide-ranging discussions spanning AI, private markets, market outlooks and key macroeconomic trends. ‌

Following the discussion attendees can network with peers while getting hands on with Bloomberg’s latest AI product innovations.

This event is off the record.

Agenda

3:00PM – 3:30PM

Registration & Networking

3:30PM – 3:35PM

Welcome Remarks by Oliver Daley, Sales Manager, Midwest United States

3:35PM – 3:50PM

ASKB By Bloomberg AI by Zachary White, Gen AI Product Manager, GTM Lead

3:50PM – 4:10PM

The AI Shift: Markets, Valuations, and Capital Allocation
Conversation with Jonathan Krinsky, Chief Market Technician at BTIG and Matt Robertson, CFA Senior Principal at Galliard, moderated by Joseph Alicata, Head of AI Regulatory Policy at Bloomberg.

4:10PM – 4:20PM

Break

4:20PM – 4:45PM

From Valuations to Liquidity: Where Opportunities and Risks Are Emerging in the Private Market Cycle
Conversation moderated by Paul Gulberg, Global Industry Lead and Senior Equity Analyst — Financials at Bloomberg Intelligence with Elizabeth M. Lilly, Chief Investment Officer at Pohlad Companies, and Patrick Burton, Senior Managing Director at Winslow Capital Management.

4:45PM – 6:00PM

Cocktail Reception

Speakers

Photo of Patrick Burton

Patrick Burton

Senior Managing Director , Portfolio Manager
Winslow Capital Management

Patrick is Senior Managing Director of Winslow Capital Management, LLC and Portfolio Manager of the NYLI Winslow Large Cap Growth Fund. He focuses his expertise in the Technology sector analyzing both potential technology investments and trends within the ever-changing technology landscape. Key areas of focus include consumer internet, social media, online travel agencies, digital payments, cloud computing and legacy technology.

Patrick joined the firm in 2010 as a Managing Director/Analyst responsible for the Technology sector. Previously, he was Senior Equity Research Analyst for Thrivent Asset Management in Minneapolis and a Managing Director for Citigroup Investments. He has worked in the financial services industry since 1984.

Patrick earned a B.S. in Finance with Distinction from the University of Minnesota.

Photo of Paul Gulberg

Paul Gulberg

Global Industry Lead and Senior Equity Analyst — Financials
Bloomberg Intelligence
Paul Gulberg is the Global Industry Lead and a Senior Equity Analyst for financials, specializing in banks, asset managers, asset servicers, and exchanges. Prior to joining Bloomberg Intelligence, Mr. Gulberg was an equity analyst at Portales Partners and an associate portfolio manager at AllianceBernstein, as well as a fixed-income analyst at Informa Global Markets. He is a CFA charterholder.
Photo of Jonathan Krinsky

Jonathan Krinsky

Managing Director and Chief Market Technician
U.S. Bancorp | BTIG

Jonathan Krinsky is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Trading Group at Miller Tabak & Company. 

Photo of Elizabeth M. Lilly

Elizabeth M. Lilly

Chief Investment Officer and Executive Vice President
Pohlad Companies

Elizabeth M. Lilly is Chief Investment Officer and Executive Vice President for Pohlad Investment Management.  She oversees the public and private investments for Pohlad and provides leadership and management of their investment team. Beth began her career with Goldman Sachs in 1985 in New York.  In 1988, Beth joined Fund American Companies in Greenwich, Connecticut where she worked as an investment analyst. In 1997, she co-founded the investment firm Woodland Partners and in 2002, Woodland Partners was acquired by GAMCO Investors where she went on to serve as a Senior Vice President and Portfolio Manager.  In 2017, Beth founded Crocus Hill Partners. 

Beth received her BA in Economics from Hobart/William Smith College where she graduated with High Honors. She received her CFA designation in 1989. She serves on the Board of Directors for Apogee Corporation (NYSE: APOG), the University of Minnesota Investment Committee, and the M.A. Mortenson Companies Investment Committee. 

Photo of Matt Robertson

Matt Robertson

Senior Principal / Senior Portfolio Manager
Galliard Capital Management

Matt is a Senior Portfolio Manager at Galliard Capital Management, where he has worked since 2004. In his role, Matt oversees economic research, investment research, valuation, and monitoring of structured finance products, including commercial mortgage-backed securities, asset-backed securities, and mortgage-backed securities. Matt also served as an adjunct instructor at the Carlson School of Management, where he taught a graduate-level course on securitization markets.

He earned a B.S. in Finance from Minnesota State University, Mankato, an M.B.A. from the Carlson School of Management at the University of Minnesota, and is a CFA charter holder.

When & Where

Wednesday, September 23, 2026
3:00PM – 6:00PM CT

Four Seasons, 245 Hennepin Ave, Minneapolis, MN 55401

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