FOX Private Family Capital Summit - March 16-17, 2026

Overview

Monday, Mar 16, 2026 - 01:00pm
Tuesday, Mar 17, 2026 - 05:00pm
pfc

March 16: Reserved for family members, single family office executives, and invited industry leaders 
March 17: Reserved for family members, single family office executives, advisor members and invited industry leaders 

All times listed are US Eastern time.

If you would like to:
•    register with an event credit
•    register another member of your organization
•    or are having trouble registering 

please contact us at [email protected]

Region
Location
Palm Beach, FL

    March 16: Reserved for family members and single family office executives 
    March 17: Reserved for family members, single family office executives, advisor members and invited industry leaders

    The Private Family Capital Summit (PFCS) is the preeminent community event for families and family office investors managing Private Family Capital across diverse asset classes and strategies.  The PFCS offers a focused perspective on the challenges, advantages, and strategies associated with investing Private Family Capital. Content and conversations include some of the world's most effective family office investors, global business leaders, and other influential voices in the Private Family Capital ecosystem, curated for their unique insights that may help guide investment decision-making, asset allocation, and risk mitigation. 

    Join us for discussions designed for investors and decision makers navigating today's evolving investment landscape. 
     

    Who Should Attend

    In-person registration for this event on March 16th is reserved for family members, single family office executives, and invited industry leaders.

    Family members from all investment skill levels are encouraged to attend.

    FOX advisor members may send an appropriate senior-level investment person to our March 17th programming with FOX approval.

    Qualified non-member family, single family office, and senior level investment advisor prospects may attend this event with FOX approval.

    Registering for the Program

    Please note forum credits or a registration fee are required to attend in person. Additional discounts are available for multiple members of your family or firm attending in person. Please contact your relationship manager or [email protected] for more information. 

    Event Venue

    This event will take place at The Breakers Palm Beach.

      

    Pricing

     

      FOX Members Non-Member
    Individual attendees $2,850 $3,550
    Multiple attendees from the same organization $2,550 $3,200

    Monday, March 16, 2026

    Reserved for family members, single family office executives, and invited industry leaders.
    All times listed in U.S. Eastern Time and subject to modifications.

       

    Pre-Summit Programming

    Reserved for family members and single family office executives
       
    8:00 am

    Registration, Breakfast & Networking

       
    9:00 am

    Investment Strategy & Deal Flow Sharing: Peer Breakout Sessions

    • Business Owning Families & Enterprise Capital Strategies (Direct Investing & Builder Capitalism)
      For families focused on investing beyond traditional endowment-style allocator models and actively deploying capital as principals — whether through direct investing in private companies, building or seeding new business lines, developing real estate or private equity platforms, or backing emerging managers through GP seeding. We will also explore builder capitalism as practiced by families who have built adjacent companies and new business lines alongside a legacy operating business. This session is a candid, peer-driven exchange for families whose edge comes from operating knowledge, relationship networks, and hands-on capital deployment — not just manager selection.

      Moderator: Patrick Murphy, Executive Vice President, Coastal Construction

    • Endowment Style Investing | Diversified Portfolio Management
      Network with other families focused on endowment style portfolio allocation. Discuss sectors of interest, accessing top-quartile funds, co-investment, and structuring and incentivizing investment teams. This will be collaborative and open conversation only for SFO.

      Moderator: Brady Hyde, Managing Director, B1 Capital Partners

       
    10:15 am

    Inside Geopolitics Roundtable
    Confidential briefing on the latest state of play in geopolitics and the evolving combat environment in Venezuela, Mexico, and Iran with insights on what is to come. This is a closed door peer to peer session that will not be recorded and is family only.

    Congressman Rich McCormick
    Honorable Mary Beth Long, Former US Asst Secretary of Defense for International Security Affairs

       
    11:30 am

    Networking Luncheon

       

    Private Family Capital Summit Programming Begins

    Reserved for family members, single family office executives, and invited industry leaders.
       
    12:30 pm

    Welcome & Opening Remarks

    Nate Hamilton, Executive Chairman, FOX
    Nick Rhoads, Vice Chair, FOX

       
    1:00 pm

    Investing and Building in an AI-driven Future
    A grounded conversation on applying AI inside businesses while Investing across the stack, from infrastructure to applications, with a long- term PFC lens and a clear-eyed focus on what is durable versus transient.

    Magnus Grimeland, Founder & CEO, Antler
    Caroline Yap, CTO, Sovereign AI
    Michel Del Buono, CIO, a16z Perennial

       
    2:00 pm

    Networking Break

       
    2:30 pm

    A Fireside Chat with Stephen Ross
    Hear from a visionary PFC investor on executing on a long-term vision, diversifying into sports and experiential assets, and ultimately incorporating his next generation into the long-term vision for the Ross family.

    Stephen Ross, Chairman & CEO, Related Ross | Founder, Related Companies | Owner, Miami Dolphins
    Jordan Rathlev, Executive Vice President, Development, Related Ross
    Nate Hamilton, Executive Chairman, FOX

       
    3:30 pm

    Networking Break

       
    4:00 pm

    From Truck Stops to Touchdowns: The Next Chapter for the Haslam Family
    Byron Trott will join us with a family to discuss their journey across multiple generations and the process of defining and preserving core family values through multiple phases of change and lessons learned.

    Byron Trott, Chairman, Co-Chief Executive Officer & Co-Chief Investment Officer, BDT & MSD Partners
    Jimmy Haslam, Chairman, Haslam Sports Group
    Dee Haslam, CEO, Haslam Sports Group

       
    5:00 pm

    Day 1 Closing Remarks

    Nate Hamilton, Executive Chairman, FOX
    Nick Rhoads, Vice Chair, FOX

       
    5:15 pm

    Day 1 Programming Concludes

       
    6:30 pm

    Private Family Capital Summit Reception
    Experience Center/Related Ross (Downtown West Palm)

       

    Tuesday, March 17, 2026

    Reserved for family members, single family office executives, advisor members and invited industry leaders.
    All times listed in U.S. Eastern Time and subject to modifications.

       
    8:00 am

    Registration, Breakfast & Networking

       
    9:00 am

    Opening Remarks

    Nate Hamilton, Executive Chairman, FOX
    Nick Rhoads, Vice Chair, FOX

       
    9:15 am

    The Macro Overview for PFC Investors
    Hear from one of the markets most strategic minds in the global macro investing landscape for short, medium and long-term outlook across asset classes.

    Jurrien Timmer, Director of Global Macro, Fidelity Investments

       
    10:15 am

    The Importance of Private Family Capital on the Changing Landscape of the Academic Community
    Hear from one of the country’s strongest leaders in Academia and a family that has invested behind the University and the community that surrounds it (strategic impact investing).

    Daniel Diermeier, Chancellor of Vanderbilt University
    John Ingram, Chairman, Ingram Industries
    Nate Hamilton, Executive Chairman, FOX

       
    11:00 am

    Networking Break

       
    11:15 am

    Backing Managers & Aligning Interests with GP staking
    Hear from PFC investors who back emerging and mature GPs to align interests and share in unique risk adjusted return and diversification strategies.

    Christopher Zook, Founder, Chairman, and Chief Investment Officer, CAZ Investments
    Darsh Singh, Managing Partner, Hazoor Partners
    Mark Zinn, Partner, Card Sound Partners

       
    12:00 pm

    Networking Luncheon

       
    1:00 pm

    Breakout Sessions

    • Strategically Investing in Entrepreneurship & Innovation for PFC Investors
      Hear from families who are engaging in entrepreneurial business building investment activity alongside their family office and family business, and explore strategies for how to cultivate this capability through partnership with advisors that can bring these capabilities.

      Cody Crowell, Co-Founder & Managing Partner, Easton Street Capital
      Adam Pase, Co-Founder & General Partner, Stackpoint
      Nick Casalanguida, Senior Vice President of Development, Barron Collier Companies
      Scott Silverman, Founder and Chief Executive Officer, Agman Partners

    • Investing Behind the Longevity Tailwinds
      Medical wellness and longevity is increasingly defining itself as both an investable asset class with science proven methods to extend health span. Hear from experts on the latest trends in longevity science and from investors seeking to democratize access to the science.

      Jimmy St. Louis, CEO, Agentis Longevity, Healthcare Entrepreneur & Former Professional Athlete
      Dr. Brad Jacobs, MD MPH, Founder, BlueWave Medicine
      Dr. Matt Cook, MD, FAARM, ABAARM, Founder, BioReset Medical
      Jeff Hays, Producer/Director/Owner, Jeff Hays Films/MAHA Films

       
    2:30 pm

    Networking Break

       
    2:45 pm

    Breakout Sessions

    • Investing in Defense Innovation: Connecting the Dots Between Policy and Portfolio
      Hear from a panel of experts on the importance of allocating to the defense sector, including the journey of how one SFO has navigated developing their thesis, finding institutional partners and crafting a network of advisors to help them make better decisions.

      Dan Lubin, Chairman, Upsher Management Company
      Honorable Mary Beth Long, Former US Asst Secretary of Defense for International Security Affairs
      Jon Harris, CEO, AIM13
      Thomas Hendrix, Managing Partner, Decisive Point Group
      Jordan Robinson, Investment Strategist, Cedar Pine, LLC

    • Behavioral Biases in Investing
      This highly interactive session translates behavioral finance into everyday decision making within a SFO. Hear from a former SFO CEO how behavioral biases shape decision making and how you can mitigate their impact with objective decision making processes.

      Jeroen Vetter, CEO and Founding Member, SFO Alliance

       
    4:15 pm

    Networking Break

       
    4:30 pm

    Sports Investing
    Investing in sports has become more topical and relevant for families and hear from industry veterans how to think about investment in sports, not just in teams but across the growing industry of the sports ecosystem.

    Marc Lasry, Chairman, CEO and Co-Founder, Avenue Capital Group
    Sean McManus, former Chairman of CBS Sports
    Moderator: Charles Baker, Partner, Sidley

       
    5:15 pm

    Closing Remarks

    Nate Hamilton, Executive Chairman, FOX
    Nick Rhoads, Vice Chair, FOX

       
    5:30 pm

    Summit Concludes

       
    5:30 pm

    Cocktail Reception

    Speakers

    n
    Nate Hamilton
    Executive Chairman, FOX

    Nate is the Executive Chairman of Family Office Exchange (“FOX”) and Co-Founder and Managing Partner of Heritage Partners Group, a family of companies focused on acquiring, building and growing private business in the consumer, business services and technology sectors.

    Over the last 20 years Nate has worked with family offices who are focused on investing Private Family Capital in a manner consistent with their values and objectives. The range of investment strategies has spanned traditional endowment style portfolio allocation to direct private equity, including investment platforms adjacent to the family business or family office. Nate is a believer in the power of Private Family Capital to effectuate enhanced outcomes for all stakeholders. Prior to his current roles, Nate worked in private equity, investment banking, and sales & trading, including the Tech & Media Investment Banking group at Goldman Sachs, the Global Macro Hedge Fund group at UBS, and as a Co-founder of FDX Capital, a direct-investment platform built for FOX family offices.

    Nate has a BS from Vanderbilt, an MBA from Chicago Booth and is a CFA charterholder. Nate relocated from New York City to Florida during the pandemic where he lives with his wife Christy and 2 sons.

    nf
    Nick Rhoads
    Vice Chair, FOX

    An accomplished entrepreneur, investor, and executive with deep experience investing Private Family Capital, Nick is the Vice Chairman of Family Office Exchange (“FOX”), the world’s premier network for multigenerational families, and Co-Founder and Managing Partner of Heritage Partners Group, a family of companies focused on acquiring, building, and growing businesses, assets, and platforms uniquely suited for Private Family Capital. Throughout Nick’s career, he has worked closely with family offices and high-net-worth individuals, and he understands the unique challenges and opportunities that families encounter.

    Nick co-leads investment content at FOX, where he has served as a Board Director or Advisory Board Member since 2018. Prior to his current roles at FOX and Heritage, Nick worked in the investment banking division at Goldman Sachs, where he advised publicly traded and privately held companies on M&A, equity financing and other strategic initiatives. Previously, Nick held various positions at Fidelity Investments, where he was consistently recognized as a top 1% producer in the firm’s wealth management division and served on various firmwide leadership committees.

    Nick is involved in several charities in New York and in his home state of Virginia and has been a regular guest lecturer at Columbia Business School and at the University of Maryland. He has a B.S. from Virginia Tech and an M.B.A. from Columbia Business School, where he was a Columbia Fellow.

    Stephen Ross
    Stephen M. Ross
    Chairman & CEO, Related Ross | Founder, Related Companies | Owner, Miami Dolphins

    Stephen M. Ross is the Chairman and CEO of Related Ross, Founder of Related Companies, Owner of the Miami Dolphins, and a devoted philanthropist. Through Related Ross, Mr. Ross is driving transformational inclusive growth across South Florida, particularly in West Palm Beach and Palm Beach County.

    Mr. Ross founded Related Companies in 1972, building it into a global leader with more than $70 billion in assets spanning residential, office, retail, and mixed-use developments. The firm is also among the nation’s largest owners and preservers of affordable housing and was recently named one of Fast Company’s 50 Most Innovative Companies. Beyond real estate, Mr. Ross is an investor in Equinox Fitness Clubs, Equinox Hotels, and SoulCycle, reflecting his long-standing commitment to wellness and lifestyle innovation.

    In sports and entertainment, Mr. Ross owns the Miami Dolphins, chairs the Formula 1 Crypto.com Miami Grand Prix, and played a pivotal role in bringing the Miami Open Tennis Tournament to Hard Rock Stadium. Mr. Ross is also Chairman and Co-Founder of RSE Ventures, a multi-national technology, sports, and entertainment venture firm.

    Mr. Ross’s philanthropic contributions span education, healthcare, and urban sustainability. He established the WRI Ross Center for Sustainable Cities, founded the Ross Initiative in Sports for Equality (RISE), and is the largest single donor to the University of Michigan, supporting the Ross School of Business. Through the Giving Pledge, Mr. Ross has committed more than half his estate to philanthropic causes worldwide.

    Byron
    Byron Trott
    Chairman, Co-Chief Executive Officer & Co-Chief Investment Officer, BDT & MSD Partners

    Byron Trott is Chairman, Co-Chief Executive Officer & Co-Chief Investment Officer of BDT & MSD Partners, a merchant bank with an advisory and investment platform built to serve the distinct needs of business owners and strategic, long-term investors.

    In 2009, Byron founded BDT & Company, a predecessor firm to BDT & MSD Partners. Prior to that, he had a distinguished 27-year career at Goldman, Sachs & Co., where he was Vice Chairman of the global Investment Banking Division from 2005 to 2009. He is a director of Cox Enterprises, Enterprise Holdings, Inc., IMA Group, and Sunrise Group Holdings, LLC (“Whataburger”), and a strategic advisor to Sierra Nevada Corporation.

    Byron serves on the board of trustees of the University of Chicago and the Center for Strategic & International Studies. He is also a director of Conservation International. In 2011, Byron was inducted into the Horatio Alger Association of Distinguished Americans, and having served as President and Chairman, he now serves as Chairman Emeritus of the Association. Byron received an AB from the University of Chicago and an MBA from the University of Chicago Graduate School of Business.

    Daniel Diermeier
    Daniel Diermeier
    Chancellor, Vanderbilt University

    An internationally renowned political scientist, management scholar and visionary leader, Diermeier is Vanderbilt’s ninth chancellor.

    Vanderbilt named Diermeier chancellor in late 2019 after an extensive search by the Board of Trust. In May 2024, the Board of Trust extended Diermeier’s contract until 2035 “as a demonstration of our confidence in Chancellor Diermeier’s leadership and to support the realization of his long-term vision for the university.

    Upon stepping into his role in July 2020, Diermeier immediately committed to safely and successfully bringing students back to campus during the COVID-19 pandemic, making Vanderbilt one of a very small number of the nation’s best universities to do so. Today, in the spirit of Vanderbilt’s motto, Crescere aude, or “dare to grow,” Diermeier leads an ambitious program of expansion and improvement, driving efforts to create a culture of radical collaboration and personal growth and to increase Vanderbilt’s presence and reputation both nationally and globally. During a time of unprecedented criticism of higher education, and with society facing urgent and even existential challenges, Chancellor Diermeier has been nationally recognized as a leader in free expression and civil discourse on college campuses and has eloquently made the case for the social value of universities and their unique role as engines of innovation, exemplars of civil discourse and educators of tomorrow’s leaders.

    Since Diermeier was named chancellor, Vanderbilt has become a destination for the most promising students and faculty, attracting a record number of admissions applications, posting its highest percentage of admitted students attending and expanding financial aid through Opportunity Vanderbilt. It has topped the $1 billion mark in external research funding and set a university record for licensing revenue—surpassing traditional innovation leaders Stanford and MIT. Vanderbilt’s endowment has grown from $6.9 billion to more than $10 billion since Diermeier’s arrival and, in 2023, Vanderbilt launched a record $3.2 billion fundraising campaign, including Vandy United, a $300 million effort to re-imagine Vanderbilt athletics.

    In 2022, the university launched Discovery Vanderbilt, a multimillion-dollar investment to ignite and expand the university’s capacity for innovation and discovery across disciplines. Clinton Global Initiative University selected Vanderbilt as its host in 2023, the same year the university launched a landmark celebration of its Sesquicentennial. In 2024, Vanderbilt announced it was a establishing the College of Connected Computing, its first new college since 1981.

    Beyond campus, Chancellor Diermeier has spearheaded efforts to increase cross-sector collaboration and employ Vanderbilt’s innovative capacity to expand Middle Tennessee’s innovation economy. In the summer of 2024, Vanderbilt and the office of Nashville Mayor Freddie O’Connell established the Nashville Innovation Alliance, which aims to bring together public, private, civic and education institutions to collaborate in improving the region’s ecosystem for innovation and research. Diermeier has also grown partnerships and collaboration with the U.S. military and national security agencies. He has driven development of the annual Vanderbilt Summit on Modern Conflict and Emerging Threats and established the Vanderbilt Institute for National Security. He led development of the Vanderbilt Project on Unity and American Democracy and, in the fall of 2023, oversaw the launch of Dialogue Vanderbilt, a multifaceted initiative to promote civil discourse on campus and affirm Vanderbilt’s long-standing commitment to free expression.

    In 2024, Vanderbilt introduced Nashville Vanderbilt Scholars, a partnership with Metro Nashville Public Schools that covers the direct costs of attending Vanderbilt for any MNPS students admitted to Vanderbilt through the early decision process who also qualifies for a Federal Pell Grant or whose parent income is $100,000 or less.

    In addition to his role as chancellor, Diermeier is University Distinguished Professor in the Owen Graduate School of Management and Distinguished University Professor of Political Science in the College of Arts & Science. He is a fellow of the American Academy of Arts and Sciences and the Guggenheim Foundation. He has published five books, with a sixth forthcoming and more than 100 research articles in academic journals—mostly in the fields of political science, economics and management, but also in linguistics, sociology, psychology, computer science, operations research and applied mathematics.

    Throughout his career, Diermeier has proven to be a bold innovator, combining excellence as a leader, researcher and teacher with an entrepreneurial mindset. Before arriving at Vanderbilt, Chancellor Diermeier served in leadership roles at the Stanford Graduate School of Business, the Kellogg School of Management at Northwestern University and at the University of Chicago, where he served as dean of the Harris School of Public Policy. Chancellor Diermeier also served as director of the Ford Motor Co. Center for Global Citizenship and, in 2007, received the Aspen Institute’s Faculty Pioneer Award, called “the Oscars of the business school world” by the Financial Times.

    A first-generation college graduate, Chancellor Diermeier earned a Ph.D. in political science from the University of Rochester. He also holds master’s degrees in political science from the University of Rochester and the University of Munich, and he earned a master’s degree in philosophy from the University of Southern California.

    Jurrien Timmer
    Jurrien Timmer
    Director of Global Macro, Fidelity Investments

    Jurrien Timmer is the director of Global Macro at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

    Mr. Timmer is part of Fidelity’s Global Asset Allocation group, where he specializes in asset allocation and global macro strategy. Jurrien has been at Fidelity for 30 years and has four decades of experience in the industry. He appears frequently in front of Fidelity clients and in the media (CNBC, Bloomberg, Fox Business News), and his work can also be seen on Twitter & LinkedIn.

    Prior to assuming his current position in 2005, Jurrien held various other roles within Fidelity, including technical research analyst and portfolio manager of the Fidelity Global Strategies Fund. Before joining Fidelity in 1995, Jurrien was a vice president in the Fixed Income group at ABN AMRO Bank in New York. He has been in the investments industry since 1985.

    Jurrien earned his finance degree from Babson College in 1985. He was born and raised as a Dutch citizen in Aruba but has lived in the U.S. all his adult life. He became a dual citizen in 2002. Jurrien is a strong proponent of healthy work-life integration, is an avid traveler, cook and cyclist, and runs a food-related theme camp at Burning Man.

    Marc Lasry, Chairman, CEO and Co-Founder, Avenue Capital Group
    Marc Lasry
    Chairman, CEO and Co-Founder, Avenue Capital Group

    Mr. Lasry co-founded Avenue Capital Group in 1995, and credit investing has been the focus of his professional career for over 41 years. Prior to forming Amroc Investments, LLC (“Amroc”) as an independent entity, Mr. Lasry managed capital for Amroc Investments, L.P., an investment fund affiliated with the Robert M. Bass Group. Prior to that, Mr. Lasry was Co–Director of the Bankruptcy and Corporate Reorganization Department at Cowen & Company. Prior to Cowen, he was the Director of the Private Debt Department at Smith Vasiliou Management Company, the firm where he first became involved in the distressed debt markets. He spent the prior year practicing law at Angel & Frankel where he focused on bankruptcies. Mr. Lasry also clerked for the Honorable Edward Ryan, former Chief Bankruptcy Judge for the Southern District of New York.

    Mr. Lasry is currently a member of the Council on Foreign Relations and serves on the Board of Advisors of Columbia University Vagelos College of Physicians and Surgeons.

    Mr. Lasry graduated with a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984).

    Cody Crowell, Co-Founder & Managing Partner, Easton Street Capital
    Cody Crowell
    Co-Founder & Managing Partner, Easton Street Capital

    Cody Crowell is Co-Founder & Managing Partner of Easton Street Capital, a Palm Beach–based real estate investment firm building a new model for conscious, high-performance development across the Southeastern United States. Through Easton Street Capital, Cody is helping scale an institutional investment platform with a $3.5 billion active pipeline spanning mixed-use, advanced manufacturing, and clean power opportunities.

    Cody leads with disciplined execution, data-driven strategy, and a deep belief that design is inseparable from performance. His work focuses on creating assets that endure, delivering strong returns while strengthening the communities they serve.

    Earlier in his career, Cody played a central role in the evolution of a design-led real estate organization known for placemaking, revitalization, and complex mixed-use development. Before that, he was a Partner at Portfolio Acquisition Group and Co-Founder of Interprise Partners. Cody remains active in civic and philanthropic leadership across Palm Beach County.

    Daniel Lubin, Chairman of Upsher Management Company
    Daniel Lubin
    Chairman, Upsher Management Company

    Daniel Lubin is Chairman of Upsher Management Company (UMC), a single-family office spanning five generations and built upon his family’s 85-year legacy as operators, clinicians and investors in the healthcare industry. Today, UMC manages a diversified portfolio of assets constructed around a number of core themes, including defense, energy, data, and advanced manufacturing.

    Daniel has dedicated his career to investing in disruptive innovation. He co-founded and served as a Managing Partner of Radius Ventures LLC, a New York-based venture capital firm investing in leading-edge health and life sciences companies. In 2017, he co-founded Entrypoint Capital, an investment management firm pioneering the fusion of systematic quantitative processes and AI/machine learning with fundamentally driven thematic investing in publicly traded securities.

    Daniel is a Trustee of the Center for the Study of the Presidency & Congress, and a member of the Board of International Councilors of the Harvard Kennedy School Belfer Center for Science & International Affairs. He previously served as a trustee of The Haverford School and Riverdale Country School, where he sat on the finance and investment committees. He also served as a CEO mentor to the Endless Frontier Lab (EFL) at New York University’s Stern School of Business.

    Daniel is the Founder and Co-Chair of the Family Office Roundtable (FORT), a unique academic-family office membership community established in partnership with the University of Pennsylvania’s Wharton Global Family Alliance, which is hosting its 23rd annual meeting this November 2024 in Washington, DC. He recently launched and Co-Chairs the “Sherpa Salon” (Sherpa). Both FORT and the Sherpa are organized on the think tank model, bringing together single family offices from around the world to study the collision of geopolitics with the capital markets, and explore the impact on investment portfolio strategy and tactics.

    Daniel earned a B.S. cum laude in Foreign Service from the Georgetown University School of Foreign Service and an M.B.A. with honors from Harvard Business School.

    Jimmy St. Louis, CEO, Agentis
    Jimmy St. Louis
    CEO, Agentis Longevity, Healthcare Entrepreneur & Former Professional Athlete

    Jimmy St Louis is a businessman, former competitive athlete, and family man. He is the current CEO of Agentis Longevity, a longevity healthcare platform helping patients live healthier, more fulfilling lives.

    Jimmy is the former CEO of Franchise 123, a leading global marketplace for franchise growth, as well as the Managing Partner of AliRx, a transformative health platform that provides personalized food prescriptions. Jimmy was the founder of Regenerative Medicine Solutions, a leading medical company with a focus on cellular therapy and a mission to treat the untreatable.

    Jimmy's business career includes five years as COO and managing partner of the Laser Spine Institute, an organization that grew from 9 employees to over 1000, and an annual revenue of over $200 million per year. Following LSI, Jimmy and his partners started Advanced Healthcare Partners, a healthcare management and consulting agency for specialized medical services and technologies. From AHP, Jimmy followed his passion for advancements in medicine and started Regenerative Medicine Solutions.

    In addition to his business endeavors, Jimmy played football professionally for the NFL's Tennessee Titans as a tight end, and most recently was a member of the 2016 United States rowing team. His athletic accomplishments include USAA Collegiate All American, first team all-conference in collegiate football, four national medals in the men's double, men's quad, men's pair, and men's 4 as well as a third-place finish in the 2016 Olympic trials.

    As an early adopter of new procedures, medical treatments, and overall advancements in health and wellness, Jimmy is a lifelong advocate of a life dedicated to wellness.

    Jeroen Vetter CEO and Founding Member, SFO Alliance
    Jeroen Vetter
    CEO and Founding Member, SFO Alliance

    Jeroen brings over three decades of international experience in family office leadership and strategic investment management. His career blends entrepreneurial innovation with institutional discipline, evidenced by senior roles including CEO of a SFO and Head of the Investment Office at Aegon (NL). Earlier in his career, he founded Fundcoach, a pioneering fund platform that was successfully exited to a major bank.

    Christopher Zook, Founder, Chairman & Chief Investment Officer, CAZ Investments
    Christopher Zook
    Founder, Chairman, and Chief Investment Officer, CAZ Investments

    Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments. He has more than 30 years of experience investing in both traditional and alternative asset classes. Christopher recently co-authored “The Holy Grail of Investing,” with Tony Robbins, which became a #1 New York Times Bestseller. Christopher was honored with the Texas Alternative Investments Association’s (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He is a regular contributor to major media outlets, including CNBC, Fox Business, and Bloomberg. Prior to starting CAZ Investments in 2001, Christopher served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber.

    Christopher is actively involved in public policy and frequently serves as a resource to state and local officials. In 2019, Christopher was appointed by the Governor to serve on the State of Texas Pension Review Board, where he chairs the Investment Committee. He also served two terms as a member of the Greater Houston Partnership’s Executive Committee and is a past President of the “C” Club of Houston.

    Christopher is a graduate of Texas Tech University where he was honored as a Distinguished Alumni. A lifelong Houstonian, he is a former Vice-Chairman of the Deacons and served for more than a decade on the Finance Committee at Second Baptist Church. He has held leadership positions on a variety of charitable boards, including his current role on the board of Elizabeth Ruth’s Home, an organization serving adults with autism. Christopher previously served as President of the Board of Trustees of Avondale House and President of The Children’s Fund. He is a proud father to Christopher, Jr. (and daughter-in-law, Cecelia Zook, grandson “Tripp” and granddaughter Madelyn) and husband to his high school sweetheart, Lisa.

    Darsh Singh, Managing Partner, Hazoor Partners
    Darsh Singh
    Managing Partner, Hazoor Partners

    Darsh Singh is a co-founder and the Chief Investment Officer of Hazoor Partners where he is responsible for research, trading, and portfolio management. Previously, he served as Portfolio Manager and Investment Committee Member at Satori Capital, a multi-strategy alternative investment firm based in Texas. Prior to Satori, he worked in US intelligence.

    Mr. Singh received an M.S. in Financial Mathematics from John Hopkins University. He received a B.S. in Engineering Science from Trinity University.

    Magnus Grimeland
    Magnus Grimeland
    Founder & CEO, Antler

    Magnus is the founder and CEO of Antler. Before Antler, Magnus co-founded Zalora, took the company from zero to Asia's leading fashion e-commerce platform, and then helped scale Global Fashion Group across 26 markets. He is a Harvard graduate, a former McKinsey partner, and served in the Norwegian Naval Special Forces. Magnus is a frequent speaker at leading global events, including Web Summit, Forbes CEO Summit, and the Future Investment Initiative (FII).

    Michel Del Buono
    Michel Del Buono
    CIO, a16z Perennial

    Michel Del Buono is an operating partner and the chief investment officer for a16z Perennial. Michel leads the a16z Perennial team. Prior to joining a16z, Michel was the founding chief investment officer of Jordan Park, a multi-family office managing approximately $18 billion of taxable and tax-exempt global multi-asset class portfolios. Before that, Michel was a managing director and global strategist at Makena Capital Management, an endowment-style investment firm managing approximately $19 billion for endowments, foundations, family offices, pensions, and sovereign wealth funds, where he oversaw global investment strategy, portfolio construction, and risk management. Prior to Makena, he worked as the sole investment analyst at Scion Capital, the hedge fund that pioneered the use of various credit instruments prior to the global financial crisis. Michel was also an engagement manager at McKinsey & Co, where he assisted private equity clients with their due diligence and valuation work. He serves on the Investment Committee for CommonSpirit Health.

    Michel graduated with a BSc in systems engineering with high honors from the University of Virginia, a MSc in engineering-economic systems and operations research from Stanford, and a MPhil in economics from Girton College, Cambridge. He earned his PhD in management science and engineering with a focus in applied economics from Stanford University where he was a DARPA fellow.

    John R. Ingram, MBA
    John Ingram
    Chairman, Ingram Industries

    John R. Ingram is the Chairman of the Board for Ingram Industries Inc., a role he assumed in 2008 after serving as Vice Chairman of the Board since 1999. He is also Majority Owner of Nashville’s Major League Soccer Team, Nashville SC.

    Mr. Ingram is a graduate of Princeton University, where he received a bachelor’s degree in English in 1984. In 1986, he received his Master of Business Administration from the Owen Graduate School of Management at Vanderbilt University.

    Mr. Ingram joined Ingram Industries Inc. in 1986, serving early in his career as the Assistant Treasurer and also as President of Tennessee Book Company (which became part of Ingram Content Group LLC in 2009). He later served as President of Ingram Book Company, Vice President of Purchasing for Ingram Micro Europe and Director of Purchasing for Ingram Micro Inc. He served as a member of the Ingram Micro Inc. Board of Directors from 1996 to 2016.

    In 2017, as lead investor, Mr. Ingram spearheaded the effort to bring Major League Soccer to Nashville. In December of that year, the MLS Board of Governors awarded the city of Nashville an expansion team, a huge success for the city and Nashville soccer fans. Nashville Soccer Club opened their brand new, 30,000 person stadium–the largest soccer stadium in the United States–on May 1, 2022. Also in 2022, Mr. Ingram was named Tennessee Sports Hall of Fame Tennessean of the Year for his efforts to further the cause of athletics across the state.

    He continues to be active in a number of other civic, educational and charitable causes. He is a member of the Board of Trust for Vanderbilt University and Board of Directors for Vanderbilt University Medical Center. He is also a member of the Board of Trust for Montgomery Bell Academy. He actively supports Vanderbilt Athletics and Currey Ingram Academy. He is Chair of the Tennessee Advisory Board of Western Governors University and the Tennessee Business Leadership Council.

    Mr. Ingram is married with four children.

    Mark Zinn, Partner, Card Sound Partners
    Mark Zinn
    Partner, Card Sound Partners

    Before joining Card Sound Partners Mark help found Battea Class-Action Service in 1998 and continues as a partner. Mark Zinn is a Director of Battea – Class Action Services, LLC.

    Previously, he built and managed multiple professional trading operations for Pax Clearing in Chicago, New York and Florida. While at Donaldson, Lufkin & Jenrette, he established relationships with the top 100 businesses in Florida and executed for hedge funds. He has also raised capital for managed accounts and private placements, as well as managing multiple successful private offerings.

    Mark began his career with LF Rothschild & Oppenheimer Co. An alumnus of New York University Stern School, he has obtained his General Securities Principal Series 24 certification, as well as Registered Investment Adviser Series 65, 7, and 63 certifications.

    Adam Pase
    Adam Pase
    Co-Founder & General Partner, Stackpoint

    As General Partner and Co-Founder of Stackpoint, I deploy my experience and network to help our founders and portfolio companies move faster and scale more ambitiously. I’ve started and led multiple ventures across the public and private sectors, including Notarize - the first online notarization platform. Through these experiences, I employed hundreds of people on high-performing teams, raised over $300M in capital from top investors, built long-term partnerships with leading global brands, and created more than $1B in equity value while transforming how people experience life’s most important moments - such as buying or selling a home. In my role, I drive the Studio’s strategic vision and work alongside world-class founders to navigate the complexity of going from zero to scale.

    Nick Casalanguida Senior Vice President of Development
    Nick Casalanguida
    Senior Vice President of Development, Barron Collier Companies

    Nick has over 30 years of land development experience and most recently served as Collier County’s Deputy County Manager. He holds a Bachelor of Science degree in Management from Hodges University and is a Certified Public Manager through Florida State University’s Center for Public Management. Nick is a graduate of Leadership Collier and served as a Director on the board of the Greater Naples Chamber Leadership Collier Foundation.

    Scott Silverman
    Scott Silverman
    Founder & Chief Executive Officer, Agman Partners

    H. Scott Silverman is a Founder and Chief Executive Officer of Agman. Agman practices an entrepreneurial and collaborative approach to investing, with an emphasis on high conviction and long duration positions in highly differentiated businesses.

    Scott has served an instrumental role in many businesses, including as founder and initial investor. A number of these companies have been acquired or publicly listed, generating billions of dollars in shareholder value and thousands of jobs.

    In both business and philanthropy, Scott has sponsored initiatives focused on diversity, sustainability and community. In the Agman family of companies, for instance, more than half of the team members and nearly a third of leadership includes women, minorities and veterans.

    Prior to founding Agman, Scott worked at Atlas Venture and BCG. Scott received a doctorate from the University of Oxford as a Keasbey Memorial Scholar. He graduated Phi Beta Kappa and with High Honors from Dartmouth College and first in his class from The Latin School of Chicago.

    Scott resides in Chicago and Aspen with his wife and two children. He is a Board Member of the University of Chicago Medical Center, as well as a member of YPO (Chicago / Aspen).

    Brad Jacobs
    Dr. Brad Jacobs, MD MPH
    Founder, BlueWave Medicine

    Brad Jacobs, MD, MPH, is a Stanford-trained physician, educator, and a leading authority on precision medicine and conscious leadership. He founded BlueWave Medicine, a premier concierge practice in the SF Bay Area which provides longitudinal and longevity focused care for families of founders and executives by leveraging deep phenotyping and molecular profiling to optimize healthspan. He is the former Endowed Professor and Founding Medical Director of the UCSF Osher Center and remains a sought-after strategist for Fortune 100 organizations. He has led executive programming for Google, Meta, Pfizer, and Eli Lilly, as well as Stanford and Harvard Business Schools, where he bridges clinical rigor with the frontier of consciousness-based therapies to help leaders achieve radical vitality and sustainable performance. Dr. Jacobs co-founded Mytrus (acquired by Medidata) and served as Senior Medical Director at Revolution Health (acquired by Waterfront Media).

    Matt Cook
    Dr. Matt Cook, MD, FAARM, ABAARM
    Founder, BioReset Medical

    Dr. Matt Cook, MD, FAARM, ABAARM, is a globally recognized leader, educator, and innovator in regenerative orthopedics and functional medicine with 20+ years of clinical experience specializing in functional and regenerative orthopedics. Renowned for his work with biologics and peptides, he has established himself as a leading authority dedicated to promoting longevity and pain relief for his patients.

    A graduate of the University of Washington School of Medicine, Dr. Cook completed his anesthesiology residency at UCSF and further honed his skills with fellowships in Anti-Aging, Metabolic and Functional Medicine, and Peptide Therapy through the American Academy of Anti-Aging Medicine. His early career as an anesthesiologist and medical director at a sports medicine and orthopedic outpatient surgery center provided him with the precision essential for developing minimally invasive treatment techniques.

    Central to his approach is a proprietary intellectual property in ultrasound diagnostics, which underpins his ultrasound-guided injection therapies. This innovation not only ensures exceptional accuracy in diagnosing and treating soft tissue and musculoskeletal injuries but also facilitates cellular-level regeneration, repair, and restoration of health.

    As the founder of BioReset Medical, BioReset® International, and BioReset® University, Dr. Cook has built a selective network of clinics committed to personalized, non-surgical care. His proprietary multimodal approach integrates regenerative and integrative medicine to deliver tailored treatment plans that honor each patient’s unique health history.

    Combining innovative diagnostic technology with an unwavering commitment to patient-centered care, Dr. Cook sets a new benchmark in regenerative medicine, empowering professional athletes, celebrities, and entrepreneurs to reclaim their vitality and redefine their potential.

    The Honorable Mary Beth Long
    The Honorable Mary Beth Long
    Foreign Policy & Security Expert

    The Honorable Mary Beth Long is a foreign policy and national security expert. She is also a Forbes-recognized successful entrepreneur, a senior leader in multilateral negotiations worldwide, and is currently serving as Senior Global Advisor to Amazon Web Services (AWS) and as an Independent Director to AeroVironment.

    A CIA veteran with 13 years of covert operational experience, Ms. Long was the first woman confirmed by the U.S. Senate as an Assistant Secretary of Defense, where she led the International Security Affairs office as a four-star military equivalent responsible for the Middle East, Europe, and Africa. Ms. Long also accompanied the President abroad, served as the senior Defense official to the National Security Council (NSC) Deputies’ Committee, and regularly stood in for the Secretary of Defense with his defense minister counterparts. In addition, Ms. Long oversaw all U.S. military weapons sales worldwide. Earlier, as Principal Deputy Assistant Secretary, Ms. Long was responsible for defense policy for Asia, Southeast Asia, the Western Hemisphere, the Middle East, and Africa. As a Deputy Assistant Secretary of Defense in Special Operations and Low Intensity Conflict (SOLIC), Ms. Long conceived and implemented over $1B in security-building programs in Iraq and Afghanistan. She was also the first female to Chair NATO’s senior-most nuclear and missile defense body, the High-Level Group (HLG).

    Building on her government experience, Ms. Long founded a highly successful advisory business serving Lockheed Martin, FLIR, Raytheon, and others, as well as a defense firm in the Middle East responsible for shepherding billions in defense sales. Separately, she founded Metis Solutions, a government contracting firm, which she later sold to private equity. A former Williams & Connolly attorney, Ms. Long remains involved in international business and political negotiations. She recently traveled to Ukraine for Brave1, the official Ukrainian government defense and technology cluster, and remains involved in that effort.

    Ms. Long currently serves on the Board of Directors of the International Spy Museum and the Defense Intelligence Memorial Foundation. A member of the Counselors to the President at Penn State University, Ms. Long plays multiple roles at the school advocating for study abroad and other international programs.

    For her exemplary service, Ms. Long received the Department of Defense’s highest civilian honors from Secretary of Defense Robert M. Gates and Chairman of the Joint Chiefs of Staff Michael G. Mullen. She also received a number of operational awards for excellence while at CIA. Snapshots of her Agency roles can be found in Black Ops: The Life of a CIA Shadow Warrior (St. Martin’s Press, 2022) and Ghosts of Beirut (Showtime, May 2023).

    Jonathan Harris
    Jon Harris
    CEO, AIM13

    Jon is the Chief Executive Officer of AIM13 and Chair of the firm’s Investment Committee and Board of Managers. He leads the firm’s investment management activities and overall strategic direction of the firm.

    Prior to joining the firm, Jon managed private investments for J.I. Harris & Associates. Previously, he worked for Goldman Sachs in the firm’s Investment Management Services Group and spent time in its Investment Banking Division in London. Earlier in his financial services career, Jon served as a principal investment analyst for Madison Dearborn Partners, the private equity firm based in Chicago. Jon also served as Deputy to the Vice Presidential Campaign Manager for the Dole-Kemp Presidential Campaign in 1996. Prior to that role, he was responsible for the majority party’s issues on the International Finance Subcommittee of the U.S. Senate’s Committee on Banking, Housing and Urban Affairs.

    Jon’s investment committee involvement has included the University of Michigan endowment’s Investment Advisory Committee, the Polk Brothers Foundation, the Pritzker Family Foundations, and the Jewish Communal Fund. Additionally, Jon serves on the board of the Child Mind Institute, the advisory board of the Kellogg Finance Network, and the University of Michigan Ross School of Business Private Equity Council. Jon is also a member of the Young Presidents’ Organization.

    Jon’s involvement with UJA Federation of New York has included roles as Co-Chair of the Annual Campaign, member of the Board, member of the Strategic Council of the Wall Street Division, and Co-Chair of the Investment Management Division. Jon has also served on the board for The Taft School and on the Leadership Council for the Robin Hood Foundation.

    Jon earned a bachelor’s degree from the University of Michigan and an M.B.A. from Northwestern University’s Kellogg School of Management.

    Thomas Hendrix
    Thomas Hendrix
    Managing Partner, Decisive Point Group

    Thomas Hendrix is the Managing Partner of Decisive Point Group. Prior to founding Decisive Point, he began his career in the private sector at Blackstone, the world's largest alternative asset management firm. Tommy is a former Green Beret with multiple combat deployments in support of the Global War on Terror and served in the U.S. Army for nearly 10 years as an Infantry and Special Forces Officer. He earned an MBA from Columbia Business School, an MSL in Government Procurement Law from George Washington University Law School, and a BS in American Legal Systems from the United States Military Academy at West Point.

    Charles H. Baker
    Charles H. Baker
    Partner, Sidley

    CHARLES BAKER co-chairs Sidley’s Entertainment, Sports and Media industry group. Chuck represents investors in professional sports businesses and teams and advises on sports and entertainment transactions.

    With decades of experience in the sports industry, Chuck has represented franchise owners across multiple leagues, including the National Football League (NFL), Major League Baseball (MLB), Major League Soccer (MLS), the National Basketball Association (NBA), the National Hockey League (NHL), the National Women’s Soccer League (NWSL), Liga MX, and multiple European football leagues. He advised on the record-breaking US$6.05B purchase of the Washington Commanders, the acquisition of the Charlotte Hornets, and the acquisition of the NWSL’s Chicago Red Stars. Chuck also represented the owners of Angel City FC and KC Current soccer franchises, in their expansion into the NWSL and Angel City’s sale to Willow Bay and Bob Iger. In 2023, he represented the owners of the Premier Hockey Federation, the top international women’s hockey league, in their sale to launch the Professional Women’s Hockey League (PWHL), as well as the Professional Fighters League (PFL), in their investment by SURJ Sports Investment of Saudi Arabia and the acquisition of Bellator MMA from Paramount Global.

    Chuck has been highly recognized in the field of sports and entertainment law by multiple national publications. Law360 ranked him as an “MVP” for Sports & Betting (2024, 2020), and Sports Business Journal named him to their 2021 “Power Players” list. He was also listed in Who’s Who Legal: Sports & Gaming (2024, 2023), and The National Law Journal named him to its 2022 list of “Sports/Gaming/Entertainment Law Trailblazers.” In 2019, Chuck was named to The American Lawyer’s “Dealmakers of the Year” and Variety profiled him in “Dealmakers Elite New York” in 2018 and 2017. His extensive knowledge and experience have consistently earned him recognition by Chambers USA for Sports Law (2011–2025), where he has been described as a “very smart and astute transactional lawyer” and a “very strong practitioner” who is “well connected, incredibly bright and just able to get the deal closed” with “tremendous experience and know-how in the sports space.” Chuck’s work has earned him recognition in The Best Lawyers in America® for Sports Law (2026).

    Chuck is a founder of Blue Crow Sports Group, a multi-club ownership group, which owns Leganés (La Liga), Cancún FC (Liga MX), and Le Havre (Ligue 1). He is an active board member for the March of Dimes and the Leukemia & Lymphoma Society. Chuck is also an adjunct professor and advisory board member of the University of Miami School of Law’s Entertainment, Arts, and Sports Law LL.M. degree program and a distinguished lecturer at NYU’s Tisch Institute for Sports Management, Media, and Business. He was also a staff associate for former Senator Bill Bradley.

    *Admitted to practice only in New York. Not admitted to practice in Florida.

    Jordan Rathlev
    Jordan Rathlev
    Executive Vice President, Development, Related Ross

    Jordan Rathlev is an Executive Vice President at Related Ross, where he leads all aspects of mixed-use real estate acquisition and development management. His work includes project sourcing, financial underwriting, deal structuring, public/private partnerships, financing, and project and asset management. Jordan oversees Related Ross’s West Palm Beach initiatives, including property development, operations, leasing and management. He currently manages nearly a 2.0 million-square-foot operating office portfolio and a 3.5 million-square-foot office development pipeline, including under-construction 10 and 15 CityPlace.

    Beyond his professional role, Jordan is an active member of the West Palm Beach community. He serves on the board of the West Palm Beach Library Foundation, THE FUND for West Palm Beach Police, and is a former board member of the Southland Park and Prospect Park Neighborhood Association. He currently serves on the City of West Palm Beach Permitting Advisory Committee and on the Corporate Partners Executive Committee for the Kravis Center for the Performing Arts. He is also an engaged member of the Business Development Board of Palm Beach County (BDB) and the Palm Beach Public School System.

    Jordan and his wife, Laura, reside in the Prospect Park neighborhood of West Palm Beach with their two young children, Lucy and Cam. As a family, they enjoy taking full advantage of the vibrant amenities and lifestyle that downtown West Palm Beach has to offer.

    Prior to joining Related in 2014, Jordan was a Real Estate Manager at OTO Development, one of the country’s largest hotel development firms, where he oversaw market analysis, project underwriting, site acquisition, due diligence, and entitlement management for projects in key markets such as Chicago and Boston. He also spent five years in the Real Estate Investment Banking Group at Wells Fargo Securities.

    Jordan holds a Master’s degree in Real Estate Development and Corporate Finance from the University of North Carolina’s Kenan-Flagler Business School and a Bachelor of Arts from Vanderbilt University.

    Peter Moustakerski
    CEO, FOX

    Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

    Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

    Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

    Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

    Peter holds an MBA from Columbia Business School and a BS in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.

    Areas of Expertise: Enterprise Strategy, Strategy-to-Execution Best Practices, Digital Transformation

    The Breakers Palm Beach

    1 S County Rd, Palm Beach, FL 33480

    561.655.6611

    FOX has reserved a limited number of rooms at The Breakers Palm Beach at a discounted rate. Click here to book your room.

    General Questions:  

    How will I select my sessions if I register before the whole agenda is announced?

    The FOX events team will reach out to you when the full agenda is announced to select your family seminars (if applicable), breakout sessions, peer dialogues and social events.

     

    Will you offer CPE Credits?

    Yes. CPE credits can be earned for all eligible sessions, in-person.

     

    I'm interested in learning more about sponsorship for this event, who do I contact?

    Please contact Dave Blide, Business Development, 917.741.6400 or [email protected]

     

    What is your refund policy?

    To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up until we distribute access to the program app and portal on Monday, April 28, so long as we are notified in writing at [email protected].  

     

    What is the dress code? 

    Business casual attire is recommended. 

     

    How do I book a guest room at the Hotel? 

    FOX has reserved a limited number of rooms at the Breakers Palm Beach. Rate information and booking procedures to come in January.

     

    Attending the Forum and using the Forum App and Portal: 

    Where is the Forum portal/app and how do I access it? 

    Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email [email protected]. You must be registered to access the event. 

     

    How do I log in? 

    To log in, you will need the email address you used to register. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access. 

    Please note: once you have entered your email address, it can take up to 10 minutes to receive your verification code. If you need assistance, please reach out to us at [email protected]

     

    Which technologies are you using? 

    • CVENT/ Attendee Hub will provide our Forum portal. 
    • Mentimeter will be used for in-session polling. 

     

    What device should I use? 

    Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. 

     

    What do I do now that I’ve logged in? 

    We recommend: 

    • Completing your profile and un-hide yourself.
    • Reviewing the “attendee” section and requesting to connect with other attendees. 
    • Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the agenda. 

     

    Do I have to log in every time I visit the event? 

    If you do not close your browser windows or log out of the Forum, you will not need to log in again. Otherwise, you will need to log in again. 

     

    What is the time zone? 

    All published times are in U.S. Eastern time. 

     

    How can I change my visibility setting from hidden to visible or vice versa? 

    Navigate to “edit your profile,” where you can change your visibility. 

     

    My question isn’t here, how can I get additional help?

    Please email [email protected] and we’ll be delighted to assist you.

     

    Lead Sponsor

    CAZ Investments

    CAZ Investments curates unique and exclusive opportunities for our global network of investors. Since our inception in 2001, we have dedicated ourselves to finding the best opportunities to invest our personal capital while also providing our ecosystem with the ability to co-invest alongside us. Individually we are small, but collectively we are the equivalent of a large institutional investor, with superior access and buying power... Learn More >

    Gold Sponsors

    Apollo

    Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth... Learn More >

    Continental Properties

    Continental Properties is a national developer, owner, operator, and investment manager of rental home communities, retail, and hospitality properties. Since its inception in 1979, the company has developed 137 apartment communities, encompassing over 37,000 apartment homes across 20 states. In addition to its development portfolio, Continental Properties has strategically acquired nine apartment communities, further expanding its national footprint... Learn More >

    Golconda Partners, LLC

    Golconda Partners, LLC is an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies... Learn More >

    J.P. Morgan Private Bank

    J.P. Morgan Private Bank is raising the standard in private banking—it’s been recognized as the World’s Best Private Bank for seven years in a row.* The firm has been working with individuals and their families for more than 200 years to help them achieve their unique ambitions and experience all the possibilities their wealth can create. Whether you’re focused on building, preserving or transferring wealth, the Private Bank brings you a team of specialists in planning, investing, lending and banking, carefully curated to match your goals... Learn More >
    *Global Finance Magazine, 2020, 2021, 2022, 2023, 2024, 2025, 2026.

    Silver Sponsor

    Ledlow Security Group

    Ledlow Security partners with family office executives to protect the people, properties, and movements that matter most to their principals. From discreet residential coverage to global protective intelligence, we act as an extension of your trust—eliminating risk and ensuring seamless security worldwide. We also conduct staff background checks and offer geo-fencing for real-time location awareness. So you can focus on managing their lives, not their threats... Learn More >

    Bronze Sponsor

    Atlas Card

    Atlas is an invite-only credit card and personal concierge spanning travel, dining, entertainment, and bespoke experiences. Built as a design-forward, tech-led platform, Atlas seamlessly integrates premium financial tools with white-glove service, elevating how members discover, secure, and experience the moments that matter most.... Learn More >

    Jet Linx

    Founded in Omaha, Nebraska, in 1999, Jet Linx is a leading private aviation company providing Aircraft Management and Jet Card Membership through a distinctive local service model. With 22 Base locations across the United States, Jet Linx offers clients a personalized and premium travel experience to and from anywhere in the world. The company operates a fleet ranging from light to heavy jets, all maintained to the highest safety standards, and holds both ARGUS Platinum Elite and WYVERN Wingman PRO safety ratings. Jet Linx serves more than 5,000 airports in over 180 countries through a growing network of private terminals nationwide... Learn More >

    Northern Jet

    Northern Jet is a premier private aviation company managing a fleet of more than 40 aircraft, delivering world-class service with precision and discretion for the past 30 years. From our all-inclusive Private Advantage Card program and fractional ownership opportunities to comprehensive aircraft management, acquisitions, sales, brokerage, and consulting. Northern Jet upholds the highest standards of safety, performance, and professionalism in private aviation... Learn More >

    Reception Sponsor

    Related Ross

    The Related Ross Experience Center acts as an immersive flagship destination reflecting the dynamic evolution of West Palm Beach and the broader South Florida region. Developed in the center of CityPlace, the 10,000 square foot Experience Center offers visitors, through interactive exhibits, architectural showcases, and digital storytelling, a gateway to understand the progress and aspirations shaping South Florida. The gallery captures the region’s emergence as one of the nation’s leading centers for innovation across technology, finance, healthcare, entertainment, lifestyle, and education... Learn More >

    Dinner Sponsor

    a16z

    A curated community of long-term investors focused on building the future of their families and companies. Anchored by the personal investments of Marc Andreessen and Ben Horowitz, alongside other a16z GP's, Perennial is designed specifically for business builders and family offices. The Perennial ecosystem brings together sophisticated investors across sectors to share investment solutions, exchange ideas, and build lasting relationships. Perennial is led by seasoned investors with deep expertise across assets classes. For Marc and Ben, the priority is community building. Perennial does not seek to maximize economic benefit for itself but to serve and strengthen the broader network of business builders. Perennial is built for - and by - innovators and industry leaders who take the long view... Learn More >

    Technology Resource Partners

    Arch

    Arch is the operating system for private markets. We streamline the entire lifecycle of alternatives—collecting K-1s and statements, automating capital calls, and delivering real-time reporting—all in one secure platform. We serve more than 560 asset allocators and advisory firms representing over $425 billion in alternative assets, helping teams save valuable team time while gaining hard-to-access insights through automated analysis... Learn More >

    Archway Archway provides integrated technology and outsourced services that unify accounting, investment management, and reporting for family offices and private bank family office divisions. Our award-winning Archway Platform and high-touch outsourcing streamline operations while delivering sophisticated financial insights for ultra-high-net-worth families... Learn More >
    EntityKeeper EntityKeeper is the only solution built for family offices that combines powerful entity management software... Learn More >
    Investing and Building in an AI-Driven Future | 2026 FOX Private Family Capital Summit
    Publish Date

    A grounded conversation on applying AI inside businesses while Investing across the stack, from infrastructure to applications, with a long- term PFC lens and a clear-eyed focus on what is durable versus transient. Magnus Grimeland, Founder & CEO, Antler Caroline Yap, CTO, Sovereign AI Michel Del Buono, CIO, a16z Perennial Nick Rhoads, Vice Chair, FOX

    A Fireside Chat with Stephen Ross | 2026 FOX Private Family Capital Summit
    Publish Date

    Hear from a visionary PFC investor on executing on a long-term vision, diversifying into sports and experiential assets, and ultimately incorporating his next generation into the long-term vision for the Ross family. Stephen M. Ross, Chairman & CEO, Related Ross; Founder, Related Companies; Owner, Miami Dolphins Nate Hamilton, Executive Chairman, FOX

    The Importance of Private Family Capital on the Changing Landscape of the Academic Community | 2026 FOX Private Family Capital Summit
    Publish Date

    Hear from one of the country’s strongest leaders in Academia and a family that has invested behind the University and the community that surrounds it (strategic impact investing). Daniel Diermeier, Chancellor of Vanderbilt University John Ingram, Chairman, Ingram Industries Nate Hamilton, Executive Chairman, FOX

    Backing Managers & Aligning Interests with GP staking | 2026 FOX Private Family Capital Summit
    Publish Date

    Hear from PFC investors who back emerging and mature GPs to align interests and share in unique risk adjusted return and diversification strategies. Christopher Zook, Founder, Chairman, and Chief Investment Officer, CAZ Investments Darsh Singh, Managing Partner, Hazoor Partners Mark Zinn, Partner, Card Sound Partners

    Sports Investing | 2026 FOX Private Family Capital Summit
    Publish Date

    Investing in sports has become more topical and relevant for families and hear from industry veterans how to think about investment in sports, not just in teams but across the growing industry of the sports ecosystem. Marc Lasry, Chairman, CEO and Co-Founder, Avenue Capital Group Sean McManus, former Chairman of CBS Sports Moderator: Charles Baker, Partner, Sidley