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Summit Day - Sep 15 - PT (Pacific Time, -07:00)
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Summit Day - Sep 15 - PT (Pacific Time, -07:00)
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Private Wealth Summit
9:25am - 9:30am
Chair’s welcome address
9:30am - 10:05am
From limited partner to strategic partner: How are LPs redefining their role in private markets?
- Venkat Atluri - CEO and Managing Partner, SanTuri Ventures
- Sud Murugesu - Partner, Head of West Coast, Partners Capital
- Temple Fennell - Principal – Family Member, Keller Family Office
- Zach Jackson - Partner, QIC
10:05am - 10:40am
Trends & best practices in private capital & manager selection
- Ivan Nikkhoo - Managing Partner, Navigate Ventures & Managing Director, N3 Capital
10:40am - 11:05am
Connection, collaboration and co-investment
- Derrek Ransford - Managing Director, Pathway Capital Management
- Michael Toedtli - Partner and Head of US investments, Unigestion
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Private Wealth Summit
11:35am - 12:00pm
The essential guide to the secondary market
- Joseph B. Marks - Senior Managing Director, Head of Secondaries, Capital Dynamics
- Eric Fishman - Co-Founder and Managing Partner, Omaha Beach Capital
- Ryan Smith - Managing Director, Secondary Investments, Hamilton Lane
12:00pm - 12:35pm
Global vs. domestic: Strategic considerations for capital allocation
- Kelly DePonte - Managing Director, KD Advisory LLC
12:35pm - 1:10pm
Investing in AI: Landscape of opportunities
- Heinz Blennemann - Principal, Blennemann Family Investments
- Ben Durrant - Co-Founder & CIO, Provenio Capital
- Jeremiah Owyang - General Partner, AI Fund, Blitzscaling Ventures
- Apoorva Pandhi - Managing Director, Zetta Venture Partners
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Private Wealth Summit
2:10pm - 2:15pm
Chair’s opening remarks
2:15pm - 2:50pm
Balancing tradition and innovation: Governance strategies for the modern family office
- Philip Richter - President, Hollow Brook Wealth Management
2:50pm - 3:25pm
What's driving LP sector allocation?
- Richard Ward - Chief Investment Officer, Curated Wealth Partners
- David J. Dunn - Founder/CIO, Kingsbridge Wealth Management
3:25pm - 3:55pmQuickfire presentations
Spotlight on...
- Kindra Tatarsky - Partner, Cerity Partners Ventures
3:55pm - 4:40pm
Champagne roundtable discussions
4:40pm - 4:45pm
Chairs closing remarks
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