Private Capital & Innovation
Family Office Fall Summit
October 15-16, 2025
Delamar Hotel
Greenwich, CT
Where private capital meets bold innovation.
This exclusive summit brings together family offices, institutional allocators, fund managers, and visionary founders for two days of high-level dialogue, strategic insight, and curated connection. From real estate and private equity to digital assets, AI, and infrastructure, we explore the ideas and investments shaping the next era of wealth creation and capital deployment.
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SPEAKERS
(This is a Preview - Speaker Announcements are In the Works!) - Click on each photo for additional speaker information. Additional bios and details will be added soon!
AGENDA
(This is a Preview Agenda - Subject to change)
Day 1 – Foundations & Future of Real Estate + Capital Markets
Opening Remarks
Welcome to the Summit
A brief overview of our mission to align private capital with innovation, institutional partnerships, and strategic growth.
State of the Market: Institutional Capital Outlook
A macro perspective on interest rates, capital deployment, and the evolving private investment landscape.
The Evolution of Real Estate Allocation
How real estate strategies are shifting in response to market cycles, asset class trends, and investor expectations.
Navigating the Rise of Niche RE Sectors
A focused look at industrial, storage, and specialty sectors driving yield and diversification.
The Capital Stack Has Changed
New structures in co-investment, debt, equity, and alignment are reshaping how capital is raised and deployed.
Secondary Markets, Liquidity & Exit Options
Insights into how liquidity is evolving through secondary platforms, recapitalizations, and tech-enabled exits.
Capital Markets Meets Tech
Rapid-fire insights into how fintech, data tools, and automation are transforming investment operations.
From Hustle to Holdings: Why Bitcoin-Backed Real Estate is the New Flex
Explore how today’s boldest investors are turning crypto gains into legacy real estate portfolios — merging digital assets and hard assets for the ultimate private wealth play.
Cocktail Reception
An elegant networking hour with curated introductions, premium hospitality, and high-level dialogue.
Exclusive LP Dinner (Invitation Only)
A private, off-the-record dining experience with fellow allocators, hosted in a sophisticated setting.
Day 2 – Emerging Technology, Private Equity & Strategic Capital Innovation
The Future of Wealth is Tokenized
How tokenization is redefining access, efficiency, and transparency in private capital markets.
Family Office Playbook for Emerging Tech
Explore how families are investing in venture, infrastructure, and innovation across global markets.
Structuring Innovation Funds
Best practices for building scalable, resilient funds aligned with the next wave of technology-driven investing.
Next-Gen Investing: How Family Offices Are Using AI to Source and Invest in Middle Market Private Equity
Discover how AI is powering smarter deal sourcing, diligence, and execution in middle market PE.
Networking Lunch + Founder Showcase
Join us for a dynamic lunch session featuring curated founder showcases and real-time investor conversations.
Compliance & Custody in Digital Asset Investing
A tactical session on risk, regulation, and custody frameworks for tokenized and hybrid investments.
Infrastructure, AI, and National Security Capital
A forward-looking discussion on strategic capital deployment in mission-critical technologies and assets.
From Fame to Fortune – Athletes as Investors
Learn how today’s athletes are becoming sophisticated investors in real estate, tech, and alternative assets.
Closing Reception & Strategic Connections
A final opportunity to connect, recap insights, and close out the Summit with a celebratory toast.