5/23, NYC: Global Family Office Governance and Technology Summit
I hope you’ll join us 5/23 in NYC at the Global Family Office Governance and Technology Summit.
Category: Events
5/22, NYC: AI x Wall Street Night
This is an exclusive event for finance professionals who want to stay ahead of the curve.
Experience Hands-On Innovation: Discover how traditional Wall Street firms are adapting to technological transformations with cutting-edge applications. This event goes beyond traditional panel discussions, focusing on real-time demonstrations of what’s achievable today with AI in finance:
- The first AI-Powered Financial Terminal: Watch how efficient analysts can perform research in 2024 using generative AI
- The platform to use AI from enterprise data: Understand how financial institutions can build AI workflows on top of their proprietary datasets
AGENDA:
- 5:00 – 6:00 PM: Door Open
- 6:00 – 6:30 PM: Panel Discussion on Wall Street Innovation
- Andrew McKinzie, VC Investor @ Tower Research Capital
- Era Qian, CEO @ Edge
- Michael Kraslow, Head of US Venture, Mirae Asset Global Investment
- Matthew Glickman, CEO @ Genesis Computing (ex-VP Snowflake, ex-MD Goldman Sachs)
- David Teten, Coolwater Capital
- 6:30 – 7:30 PM: Presentation by OpenBB, MindsDB, Cohere
- Didier Lopes, CEO @ OpenBB
- Erik Bovee, VP @ MindsDB
- Elliot Choi, senior PM @ Cohere
- 7:30 – 8:15 PM: Community Demo by Markets EQ, Text QL, TrendProphets, Genesis Computing
- Cordell Tanny, CEO @ TrendProphets
- Sean Austin, Co-founder @ Markets EQ
- 8:15 – 9:00 PM: Networking
5/10, NYC: AccessAlts Institutional Investor Conference
Please join me in welcoming 50 influential family offices, strategics and institutional investors, to the Access Alts Meet on Friday, May 10 at 601 Lexington Ave. Pre-Meet drinks at the same Venue on Thursday, 9th May, from 4 – 6 pm . This is one of the most tightly curated investment conferences.
Keynote speakers include:
- Ajit Singh, Chief Investment Officer of Houston Firefighters’ Relief and Retirement Fund ($5b AUM), a pioneer in Asia Investing who is introducing family office-style nimble portfolio management at a pension
- David Back, the co-founder of Zoomcar (Nasdaq IPO), who built India’s first self-driving car rental company
- Derek Bills, CIO of IMF Pension
- Jun Tsusaka, the force behind Japanese investment firm NSSK, who is rewriting family business exits in Japan. The NSSK Group currently has sales of approximately JPY300 billion and more than 20,000 employees.
- Drew Perkins, serial Silicon Valley entrepreneur (previous exits as founder via IPO and sales to Qwest Communications & Ciena), launching his new AI semiconductor ventures Eridu Corporation
Check out the current NYC Program & Participants List Here
About Access Alts Asia
Access Alts Asia is an Asia-centric investment club with over 350 members and friends globally, channelizing smart capital into transformational ideas. The club invests via Pre-IPOs, direct deals, co-invests, hedge funds, VC funds and Private Equity funds. Members include some of the largest family offices, institutional investors and strategic investors.
Annual Membership: USD30,000. Qualified members who have never attended before can attend 1 event at no charge.
5/9, NYC: Worth Groundbreaking Women Summit 2024
Explore the intersection of wealth, leadership, and impact at the Groundbreaking Women Summit 2024 in NYC on May 9, 2024, at SAP New York, 10 Hudson Yards 51st Floor, Manhattan, NY 10001. Join industry leaders, entrepreneurs, and change-makers for a dynamic day of empowering conversations designed to accelerate equity in business and leadership. Confirmed speakers include:
- Rachel Slaybaugh, Partner, DCVC
- Natalya Leahy, President, Seabourn
- Jennifer Weiss-Wolf, Executive Director, Birnbaum Women’s Leadership Center at NYU Law
- Kenna Baudin, Partner, Head of Private Equity, Egon Zehnder
To nominate a speaker, fill out this form.
The Groundbreaking Women Summit’s agenda is still being finalized, but the topics discussed will include:
- Decoding Wall Street: Women-Led Funds Disrupting the Status Quo
- Angel Investing with Impact: Funding Female-Founded Ventures
- Beyond the Pink Tax: Strategies for Women to Take Charge of Their Wealth
- Investing in the Next Generation: Family Funds and Legacy Planning
- The Art of the Pivot: Reinventing Your Career on Your Terms
- The Power of Mentorship
- Unleashing Your Inner Negotiator: Winning Strategies for the Boardroom and Beyond
- AI + Women: Harnessing Technology to Reshape Industries
- Disrupting Healthcare: Innovations that improve Women’s Health
- The Future of Sustainability: Driving Green Solutions
- The Currency of Connection: How Female Connection Fuels Business Success
- Travel With Purpose: Transforming Travel Through Ethical and Mindful Experiences
- Modern Philanthropy: Investing in Women-Led Initiatives
- Timeless Investment: Building Enduring Legacies
- Beyond the Vines: Women Who Are Transforming the World of Wine
May 6, NYC: How Investors and Lenders to Private Companies are Using AI & Analytics as a Competitive Weapon
Join us in midtown Manhattan May 6, 6pm, for a discussion of best practices in How Investors and Lenders to Private Companies are Using AI & Analytics . Our host is Silley Circuits. You can see a preview of the evening’s slides here.
We have arranged a midtown venue, but it may not be large enough. If you’re interested in hosting the event and can accommodate 50+ investors and technologists, contact us ASAP.
Investors in private companies are copying our sisters in the hedge fund world: we are trying to automate more of our job, using AI and analytics for origination, due diligence, deal execution, value creation, exits, etc. While this has a positive impact on investment results, this also affects the hiring and career paths of professionals at PE and VC firms.
Our presenter: David Teten is Venture Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. Coolwater runs an accelerator for emerging VC fund managers and invests as a limited partner, into general partnerships, in fund management companies, and also directly into startups. He is Founder of Versatile VC, backing early-stage “investment tech” companies which help investors generate alpha and succeed. He is Chair of AltsTech, a community of investors in private companies using technology and analytics to generate alpha. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He writes periodically at teten.com.
May 5-8: Virtual Data-Driven VC Summit 2024
25+ Speakers from BlackRock, EQT, Index, ICONIQ, Lightspeed, Stanford & More
LAST TICKETS AT 20% DISCOUNT AVAILABLE HERE
Check out the final speaker lineup for the virtual Data-Driven VC Summit 2024 on May 5-8. This includes many of the thought leaders at the intersection of data-driven innovation and AI in VC, hailing from top organizations like BLACKROCK, EQT, INDEX, ICONIQ, LIGHTSPEED, STANFORD, and more.This is the first event of its kind and it’s accessible virtually from everywhere.
May 1, NYC: Restart Israel Economy Conference
I hope you can join me and many distinguished speakers on May 1 at the invitation-only Restart Israel Economy conference in NYC, featuring leaders from Israel’s government, economy, and private sector. The speaker list includes:
– Larry Silverstein, Founder, Silverstein Properties
– Amir Yaron, Governor of the Bank of Israel
– Chemi Peres , legendary Israeli VC
– Isaac Herzog, President of the State of Israel
and many other distinguished guests. This is a highly curated event.
4/18, NYC: Family Wealth Report Family Office Fintech Forum
The Family Office Fintech Forum 2024 is part of the Family Wealth Report’s family office events series. We’ll discuss how to adopt and invest in technology by multi and single-family offices.
Among our speakers are leaders from the Fingerboard Family Office and Deviate Consulting and TOS (consultants with expertise in how family offices use technology and analytics).
RSVP (mention you’re a guest of PEVCtech)
4/15, Dallas: Coolwater Capital Dinner, with Cortical Ventures and Cortado Ventures
You are cordially invited to an exclusive dinner and roundtable discussion in Dallas, April 15, 6:30pm, where we will explore and debate the scaling of AI infrastructure. Our guests are emerging VCs; family offices and other active allocators to emerging VCs; and C-level execs of VC backed startups.
What to Expect:
- A 10-minute talk about how VCs are adjusting their investment strategies in the face of AI with Winter Mead, Nathaniel Harding, and Igor Taber
- An interactive dinner and roundtable, focusing on the latest trends in AI, across several industries
Thanks to Avidbank for their support. Your hosts:
Winter Mead is the Founder and Managing Member of the investment firm Coolwater Capital, which exclusively focuses on emerging managers and technology investments. Coolwater is an academy for training, building and scaling emerging managers, a curated community of VC investors and early-stage investment specialists, and an investment firm. Coolwater has helped launch over 200 emerging managers in the last four years, establishing strong ties and trust with these managers, who form the foundation of the Coolwater community. Coolwater has made over 90 investments into its accelerator ecosystem supporting the next generation of founder investors and new technologies.
Igor Taber has been an AI investor and operator for the last 15 years. He is a General Partner at Cortical Ventures, an early-stage AI-focused firm he co-founded to incubate and invest in companies leading the AI revolution. Previously, Igor was an early investor, Board Member, and SVP of Corporate Development at DataRobot. He was responsible for defining DataRobot’s growth strategy, managing investor relations, and overseeing M&A. He successfully raised over $1B in growth capital and facilitated numerous M&A transactions and partnerships. Before DataRobot, he served as Managing Director at Intel Capital, where he directed the AI and data investment practice. Under his guidance, Intel Capital gained recognition as one of the most active investors in AI. Throughout his career, Igor has invested in and held board positions for over 30 companies.
3/27, NYC: DC Finance Family Office/UHNW Investor Conference
I hope you’ll join us at The Union League Club, 38 E 37th St, New York, NY, for the DC Finance Family Office/UHNW Investor Conference. Speakers include:
– Randi Zuckerberg, General Partner, Surround Ventures; CEO, Zuckerberg Media; Former Creative & Buzz Marketing, Politics, and Social Change, Facebook
– Mitzi Perdue, War Correspondent; 2nd Gen, Sheraton Hotels & Perdue Chicken
– Clara Kaluderovic, Co-Founder & CEO, Ex2; 3rd generation of SONIC Drive-In