Category: Events

I hope you’ll join us 6 – 7 November, 2023, at The Marriott Marquis, Times Square, New York. Get a 10% Discount with VIP code: FKR2679VERVC.

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Meet 900+ senior decision makers, including 300+ LPs and 450+ GPs. Meet LACERA, Northwestern Mutual, Goldman Sachs Asset Management, Allstate Investments, Golub Capital, Schroders Capital and more.

Find out the latest market intelligence on how volatility and uncertainty in the global economy are impacting private capital. What sectors and strategies are proving most resilient? And how are LPs and GPs tackling new challenges and approaching new opportunities?

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• Emerging Managers and Allocators can attend for free by entering the code FKW54639PEVCP at checkout.
• Service Providers and Larger Managers can benefit from a 20% discount code by entering FKW54639PEVCD at checkout.

The most exciting emerging funds (with under $1 billion AUM or Minority & Women Owned Managers with AUM less than $2 billion) are flocking to New York on October 11 to engage with allocators and advisors to optimize their launches and capital raising. Will you have a seat at the table?

Join Informa Connect’s EMex Americas: The Emerging Manager Exchange for an unrivalled opportunity to hear pitches from promising emerging funds, engage with specialist advisors for early and mid-stage managers, and meet with key allocators who are actively investing in emerging managers.

Hear from and connect with our expert speakers, including:

• Wenyi Cai, Founder & CEO, Polymath Ventures
• David Teten, Managing Partner, Versatile VC
• Abhishek Sinha, CEO & CIO, Nelumbium Capital
• Isaac Tak, Portfolio Manager, BCK Capital Management
• Carl Dussault, CEO, Evovest

Our key discussion topics include:

• Inside the US: Tax and Fund Structuring
• The Perfect Emerging Manager pitch – The US Investor Perspective
• Ready for Take-off: Pre-launch Priorities and the Next Capital Raise
• Beyond the US: Regulatory Requirements to Launch in Key Jurisdictions
• Sourcing Solid Service Providers

Make sure you don’t miss their intense Shark Tank style pitch for emerging managers; the Emerging Manager Showcase. 8 of the most exciting emerging managers will take part in 4-minute rapid-fire presentations. Participants will also get 1-1 meetings with their favorite managers. At the end of the end of the showcase, a panel of allocator judges will choose 1 “Best Pitch” winner.

Reserve your place today at the forum for the next generation of top performing fund managers in the Americas!

Reserve your place today!

Coolwater is a community, educational program, and investment strategy built to help launch the next generation of emerging venture capital managers. To date, Coolwater has helped over 150 funds launch and scale their businesses; these firms have raised over $2B in the last two years post-cohort.

Please join us at the 4th Annual Summit for limited partners and emerging managers in NYC. The LP track is taking place on the evening of Sept 26th Tuesday and all day on Wednesday, Sept 27th. If you have questions about the event, I am also happy to connect you to the Coolwater team. Note attendees are strictly gated.

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I hope you’ll join 9/27 afternoon in NYC at the MDSV Capital/Revere Emerging Manager Conference, exclusively for emerging managers and those who back them. RSVP

Join Grand Founders at One World Trade in NYC on September 17th to connect with fellow investors and global business leaders during its annual summit. At least 80% of attendees are accredited investors, with 20% of our tickets reserved for entrepreneurs and students.

Where: One World Trade, New York City
When: Sunday, September 17th
Time: 10am – 5pm with a reception to follow
Free RSVP (subject to host approval): https://www.gfounders.org/annual-summit-2023

Among our speakers:

● Jack Selby, Managing Director of Thiel Capital and Managing Partner at AZ-VC
● Maura Pally, Executive Director at Blackstone Charitable Foundation
● Brandon Hall, Global Co-Head of the Financial Markets Advisory Group at BlackRock
● Rich Nuzum, Executive Director of Investments and Global Chief Investment Strategist at Mercer
● Stephanie von Friedeburg, Managing Director of Banking and Capital Markets Advisory at Citi
● Russell Read, CIO at 10X Capital and former CIO of CalPERS and Alaska Permanent Fund
● Jack Hidary, CEO at SandboxHQ
● Rita Cosby, a Multi-Emmy Award Winning Journalist

Topics include:

● Unlocking Billion Dollar Global Impact: Insights from Founders and Lessons for Ukrainian Entrepreneurs
● Exploring Economic Development and National Security: A Vital Nexus
● Joining the Global Frontrunners in Food, Energy, and Healthcare Sustainability and Investments
● De-Risking Finance and Investments: Navigating Towards Success
● The Soft Power of Art, Media, and Culture
● Responsible Leadership, Impact and Legacy

Introducing Grand Founders:

Grand Founders is an economic development and national security foundation that makes impact investments and supports emerging entrepreneurs globally, ensuring a noble legacy for generations to come. We run several programs and nurture a community that together seek to have a positive social, professional, and financial impact on diverse and disadvantaged communities around the world.

Free RSVP (subject to host approval): https://www.gfounders.org/annual-summit-2023

We hope you will join us on September 13, 2023 at etc.venue, New York, for the Family Wealth Report Family Office FinTech Summit. We’ll be discussing best practice and see real-life examples of how multi and single-family offices are investing in technology. This is the 8th edition of this event.

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We’ll discuss:

• The Digital Family Office Transformation
• Technology selection and the buying process
• Tales from an Implementation: Insights on how to prepare and succeed
• Ever-increasing importance of cybersecurity

Among our speakers are:

• Paul Freeland, Private, Family Enterprises Partner, PwC
• Sandy Ewing, EVP, SEI
• Padman Perumal, CEO, Masttro
• Danielle Valkner, Partner, Private Family Office Leader, PwC US
• Jonathan North, Head of Products, 4Pines Fund Services
• Ben Collins, Senior Director of Industry Marketing, Sage Intacct
• Thomas Nicholson, Senior Product Specialist, Wealth & Family Office Solutions, STP Investment Services
• Sachin Shah, Chief Operating Officer, 55ip
• Erin Hulse, Owner and Family Office Technology Consultant, Deviate Consulting
• Alyssa Dondero, Director of Operations, Fingerboard Family Office
• Danielle Klimek, Controller, Marron Capital LLC
• Chirag Nanavati, Managing Director, Asset Vantage
• Tony Gebely, CEO, Annapurna Cybersecurity Advisors
• Ben Barrontine, Vice President of Executive Services, 360 Privacy
• Kate Norris, Managing Partner, Atténuer Risk
• Andy Silberstein, Cybersecurity Advisor, Polaris Risk
• Joseph W Reilly Jr, CEO and Founder, Circulus Group
• Jan Szilagyi, CEO, Toggle AI

Headline Sponsor: PWC

Technology Demonstration Sponsors: Addepar, Asset Vantage, Canoe Intelligence, Eton Solutions, KnowLedger, Private Wealth Systems, SEI Family Office Services, Sage Intact, Summitas

Content Sponsors: 360 Privacy, 55ip, Annapurna Cybersecurity Advisors, Atténuer Risk, Polaris Risk, STP Investment Services

Supporting Partners: Dentons, WealthBriefing Family Office Database, The UHNW Institute , Versatile VC, Wealth Matters Consulting

I hope you’ll join me June 28-29 in NJ for the BCI Summit on Transforming Data & AI in Jersey City, NJ. This is a private, invite-only event for top data executives and leaders from Fortune 500 organizations. We’ll be covering data management, data science and data governance. I’m presenting on Venture capitalists eating our own dog food: Using technology and analytics to make better investments.

Among our other speakers:

• Ramachandra Hegde, SVP, CISO, Genpact
• Linda Tai, CTO, SVP, Fannie Mae
• Basant Nanda, SVP, Global Head AMT, Ameriprise Financial
• Fernando Mesa,. CIO & Head of Technology, Data & Analytics Solutions, BNY Mellon
• Linda Lillard, Chief Transformation Officer, NY Mellon IM
• Rafi Buchnick, US Head, Technology Risk, RBC Capital Markets
• Santanu Sengupta, Chief Data Officer, Northern Trust Asset Management
• Chak Kolli PhD, Global CTO, Insurance, DXC
• Eric Muench, CIO, Commercial, Fifth Third Bank
• Debbrata Das, Head of Enterprise Architecture, Voya Financial
• Mona Soni, CTO, Sustainable1, S&P Global
• Don Callahan, Global Head of REMS, HSBC, MSS
• Ronnie Obadiah, Executive Director, JPMorgan Chase
• Supreet Kaur, AI, AVP, Morgan Stanley
• Michele Heinrich, CIO, IT Risk, VP, Deutsche Bank
• Jonathan Carroll, CIO, ERPM, BMO Financial
• Gaurav Malik, Data Leader for Securities Services and Digital, BNY Mellon, AS
• Ramnik Bajaj, Chief Data & Analytics Officer, USAA
• Dimitrios Tzimas, Ph.D., Head of Security, Architecture & Research, PayPal
• Sameer Vanodia, Director, Data Stewardship, BlackRock
• Prosasty Chaudhuri, Managing Director & CDO, ex-Silicon Valley Bank
• Michael Roche, Head of Core Data Platform, MassMutual
• Nathan Vega, Vice President, Solutions Strategy, Protegrity

You are cordially invited to an exclusive, complimentary Italian dinner hosted by Versatile VC, AltsTech, Republic Capital, and Opportunity Network, focused on how family offices, private equity and VC funds are leveraging technology for fundraising and deal origination.

Date: Monday, June 19th, at 6PM

Venue: Italian Consulate of New York, 690 Park Avenue

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Agenda:

• 6:00 pm: Casual conversation
• 6:15 pm: Intro by our hosts Fabrizio Di Michele, Consul General of Italy in New York, and David Teten, Managing Partner, Versatile VC and PEVCtech.  
• 6:20 pm: Mo Islam, Partner, Republic Capital
• 6.20 pm: Private equity/VC Partners and Opportunity Network’s Founder & CEO, Brian Pallas, discuss how they are using Opportunity Network
• 6.45 pm: Q&A
• 7:00 pm: Formal event ends 
• 9:00pm: Room closes

With 71,000 screened members, Opportunity Network is the world’s largest network of CEOs and investors. The platform hosts 12,000 live transactions worth over $500b in aggregate. Investors have deployed over $10b in direct and LP investments via our platform.

This dinner is exclusively for:

• Existing Opportunity Network members or applicants (Apply here )
• Partners at private equity/VC firms with >$250m AUM
• Principals of single family offices with >$100m AUM

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Joseph Gerstel, formerly an Associate with Davis Polk & Wardwell LLP, is hosting a pre-seed/seed virtual startup pitch session on Tuesday, June 15th, at 5 – 7:15 PM EST. Primary focus is legaltech or lawyer-founded startups. Founders can submit to pitch here. <3 mins to fill out.  To attend the session, register here. 

YaleFin, the shared interest group for Yale alumni in finance, banking, and markets, is pleased to present the second in a two part series of panel discussions on family offices. These private wealth management vehicles manage investments and assets for high net worth individuals, and they carry unique advantages and challenges with respect to customization, flexibility, privacy. Please join us for an evening of food and drink, as we delve into this rapidly growing niche.

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We will host David Teten (Founder, Versatile Venture Capital; Yale College) moderating a conversation with Jane Chen, investor at Blue 9 Capital; Mark Wolfington, Partner, Business Development, The Wolfington Companies; and Morris Wheeler, Founder & Principal, Drummond Road Capital (Yale JD).

Among other topics, our panel will discuss:

• Investment goals of the family office
• Working with the family office community
• How to invest: Direct vs. coinvestments vs. funds

We will finish with an audience Q&A and open the floor to mingle over refreshments and heavy hors d’oeuvres (cheese/charcuterie, mezze platter, fruit). All attendees get a digital Day Pass good for 1 day at any The Yard location.

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Our speakers:

Morris Wheeler is Founder & Principal, Drummond Road Capital, an investment management company managing Venture Capital, Private Equity and other direct and portfolio investments. As Chairman and CEO of Cohesant Inc. and CEO and President of its predecessor Cohesant Technologies Inc., Mr. Wheeler delivered greater than 28% annualized return to the public investors of Cohesant. Prior to founding Drummond Road, Mr. Wheeler was the Chief Executive Officer of an Internet media company co-founded with former MTV, Island Records, and Gateway computers executives. This company was the first online music distribution company and won a Webby for Music Entertainment. Prior to April 1998, Mr. Wheeler served in various executive capacities with Clarion Capital Corporation, a Venture Capital company. Mr. Wheeler holds a degree in economics from the University of Massachusetts at Amherst and a J.D. from the Yale Law School.

Jane Chen is an investor at Blue 9 Capital, a single family office based in New York. The family comes from a manufacturing background and had been investing in mid-market PE businesses, but has shifted their strategy to investing in early stage tech-enabled businesses in the last five years. Jane was previously at PJT Partners in the M&A group, focused on the Fintech and consumer sectors. She received a BA from Harvard.

Mark Wolfington is Partner, Business Development, The Wolfington Companies. He is an experienced entrepreneur and executive. He has over 30 years of investing, operations and management experience in the US and abroad in Europe and China. During that time he has helped his businesses grow through acquisitions, mergers and organic growth. He has financed multiple companies from seed stage start-ups to public offerings and private equity.

David Teten is Managing Partner of Versatile VC, backing early-stage companies which help investors generate alpha and grow. He is Chair of AltsTech, a community of investors in private companies using technology and analytics to generate alpha. He also manages Founders’ Next Move, a community for serial tech founders researching their next move. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; Founder of Harvard Business School Alumni Angels of NY; and a serial founder with two exits. He writes periodically at teten.com. He holds a Yale BA and Harvard MBA.

Agenda:

• 5:30pm – Room opens
• 6:15pm – Introductions, panel discussion, Q&A
• 7:15pm – 9:30pm networking reception

If you have any questions or areas of focus of particular interest to you, please feel free to share with us by emailing us at yalefin@gmail.com!

Our venue host, The Yard, would like to extend a special thank you to our community. They are offering a free week of co-working in any of their 11 locations. Set up your visit here. Additionally, if you are interested in hosting an event at The Yard, you can reach out to events@theyard.com with any collaboration inquiries!

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