ADAPT IM INVESTOR DAY 2026

An afternoon of market perspectives, peer discussion and direct engagement with the ADAPT Investment Managers team, followed by a networking cocktail reception.

LOTTE NEW YORK PALACE HOTEL
455 Madison Avenue
New York, NY 10022

Tuesday, 20 October 2026
Afternoon: 2:00 PM – 6:00 PM
Cocktail: 6:00 PM – 8:00 PM

A gathering between ADAPT and its investors.

The ADAPT IM Investor Day brings together a select group of institutional investors, allocators and market experts for an afternoon of focused discussion and exchange.

Through panel discussions and interactive roundtables, the event will explore key market developments, relative value opportunities and ADAPT Investment Managers’ outlook for the year ahead.

Designed as an intimate forum, the Investor Day provides an opportunity to exchange perspectives with peers, engage directly with the ADAPT team and continue conversations during an evening cocktail reception.

AGENDA

  • Guest arrival and registration.

  • Opening remarks and introduction to the afternoon.

  • MODERATOR:
    SPEAKERS: Alexis Maubourguet (ADAPT IM), Timour Zilberchtein (CPPIB)
    WHERE: Garrison room (4th floor)

    This panel will explore how market structure has evolved over the past five years, the factors underpinning its remarkable stability today, and where potential vulnerabilities may be emerging.

  • ROUNDTABLE 1: Bubble Boom and Burst: The Case of Precious Metals
    Florent Gauthier, Senior PM ADAPT IM
    HENRY ROOM - LOTTE NEW YORK PALACE

    ROUNDTABLE 2: Differentiating Gamma, Vega, Gap, Optionality and Convexity Risk
    Alexis Maubourguet, CIO ADAPT IM
    GARRISON ROOM - LOTTE NEW YORK PALACE

  • ROUNDTABLE 3: Dispersion Deep Dive
    Florent Gauthier, Senior PM ADAPT IM
    GARRISON ROOM - LOTTE NEW YORK PALACE

    ROUNDTABLE 4: Funding, Margin and Leverage
    Michael Haene, Global COO at ADAPT IM
    HENRY ROOM - LOTTE NEW YORK PALACE

  • MODERATOR:
    SPEAKERS:
    WHERE: Garrison room (4th floor)

    This panel will explore how market structure has evolved over the past five years, the factors behind its resilience and stability today, and the potential vulnerabilities that could shape the next market cycle.

  • An open discussion with the ADAPT team.

  • Markets and Firm Outlook for the Next 12 Months

  • Continue the conversation with the ADAPT team and fellow attendees over drinks.

Confirmed Speakers

  • Alexis Maubourguet

    FOUNDER & CIO
    ADAPT IM

    Alexis brings over two decades of experience across global markets, spanning both the sell side and buy side. He spent a decade at JPMorgan and Deutsche Bank before moving into investment management, with portfolio management roles at BTG Pactual, Argentière Capital and Lombard Odier. He subsequently founded ADAPT Investment Managers, where he serves as Founder and CIO.

  • Timour Zilberchteine

    MANAGING DIRECTOR, EXTERNAL PORTFOLIO MANAGEMENT
    CPP INVESTMENT BOARD

    With a vision for building something meaningful, our founder brings a blend of big-picture thinking and hands-on experience.
    They set the tone for everything we do.

  • Clément Mary-Dauphin

    CO-FOUNDER & CEO
    ADAPT IM

    Clément began his career in rates derivatives at RBS, holding structuring and trading roles across Hong Kong, Tokyo and London. He later moved to Lombard Odier Investment Managers, where he spearheaded the business development of the ADAPT strategy and contributed to the firm’s convex solutions platform. In 2024, he co-founded ADAPT Investment Managers, where he serves as CEO.

  • FLORENT GAUTHIER

    CO-FOUNDER & SENIOR PM
    ADAPT IM

    Florent’s background is rooted in equity derivatives and volatility, having worked at UBS and Exane, where he specialized in market intelligence, trade generation and structuring for volatility-focused investors. He joined Lombard Odier Investment Managers in 2019 to co-found and manage the ADAPT strategy alongside Alexis Maubourguet. Today, he is Co-Founder of ADAPT Investment Managers and Senior Portfolio Manager of the ADAPT Fund.

  • MICHAEL HEANE

    GLOBAL COO
    ADAPT IM

    Michael oversees the operational, financial and infrastructure backbone of ADAPT Investment Managers. Prior to joining the firm, he led UBS’s global non-core activities across single stock derivatives and Prime, following a 25-year career at Credit Suisse spanning Zurich, Singapore and Hong Kong. His experience covers Operations, Business Management and Equity Derivatives Trading, with a particular focus on complex platform and regulatory transformations.

For any questions regarding the ADAPT IM Investor Day 2026, please feel free to contact our Investor Relations team.

Léa Clapier
Investor Relations Associate
lc@adapt-im.ch

Francis Feeney
President ADAPT Investment Managers USA
ff@adapt-im.ch

Event contact