45+
speakers
1000+
Attendees
4
hours
+ Private Networking Lounge (Online)
45+
speakers
1000+
+ Private Networking Lounge (Online)
4
hours
Attendees
Last time, we had:
– 270 Single Family Offices
– 90 Multi Family Offices
– 180 Funds of Funds
– 300 LPs
– 570 angels
– hundreds of GPs
Speakers & Topics
- Shubhra Jain
Head of Healthcare Investments
@ Tarsadia SFO
AUM: $2 billionPanel "$B+ Family Office panel: in what and how we're investing? RE, PE, VC & other alternatives"
Dr. Shubhra Jain leads the healthcare investment practice at Tarsadia Investments, a single-family office managing over $2 billion in assets. Tarsadia’s investment thesis spans transformative sectors, including health-tech, life sciences, fin-tech, and real estate, fostering scalable solutions and high-impact growth. - Chuck Tedeschi
Director @ Top Tier Capital Partners
AUM: $7.9 billionPanel "Why FoFs exist and why LPs accept double-layer fees?"
"Top Tier Capital Partners is a $7.9 billion in AUM Venture Capital FoF. Before TTCP, Chuck worked at Pacific Western Bank, where he deployed over $3 billion in debt to venture funds and their portfolio companies. His experience also includes NEPC, SVB Capital, and Morgan Stanley." - Neetu Puranikmath
Senior Investment Officer @ Cooper SFOPanel "$B+ Family Office panel: in what and how we're investing? RE, PE, VC & other alternatives"
Neetu Puranikmath is the Senior Investment Officer at Cooper Family Office, where she leads the selection of venture capital and private equity managers and directs diligence for VC investments across sectors such as cybersecurity, fintech, and climate. With a background in VC, fintech strategy, and impact-driven investing, Neetu also served as an Entrepreneur-in-Residence at Techstars and a mentor for the Clinton Global Initiative-University. - Brett Hickey
Founder & CEO @ Star Mountain Capital
AUM: $4 billion$2 Trillion growing Private Credit Market & what it means for Private Credit Secondaries
Brett Hickey has been structuring, analyzing and managing private equity, mezzanine and US government sponsored investment funds for over a decade. Before launching Star Mountain ($4+ billion AUM) in 2010 as a specialist asset manager focused on the US lower mid-market, he was the co-founder and president of a multi-manager platform including four US-state sponsored small business investment funds. - Justin Stebbins
Partner @ Northgate Capital
AUM: $5 billionPanel "2x+ DPI Club: How to return your LPs more than expected?"
Justin Stebbins is a Partner at Northgate Capital, overseeing investments in growth equity and venture capital with $5 billion in AUM. With experience across the U.S., U.K., and Europe, he specializes in secondaries, expansion capital, and technology-focused investments, bringing deep expertise in M&A and valuation. - David Butler
Co-CEO & Managing Partner
@ Argosy Real Estate Partners
AUM: $3.6 billionPanel "How to Grow AUM of a Fund in 2025"
David Butler is the Co-CEO & Managing Partner of Argosy Real Estate Partners, where he directs the firm’s $3.6 billion portfolio in multifamily, industrial, life sciences, and other sectors. With 27 years of experience in real estate investment, David shapes Argosy’s strategic focus on value-add and Opportunity Zone projects. He is also Co-Founder of Argosy-Lionbridge Management, a member of 1Sharpe Ventures' Advisory Board, and contributes to real estate policy through The Real Estate Roundtable. - Doug Mellinger
Managing Director @ Clarion Capital Partners
AUM: $1.8 billionPanel "2x+ DPI Club: How to return your LPs more than expected?"
Doug Mellinger is Managing Director and Head of Marketing at Clarion Capital Partners, overseeing sourcing and investor relations for the firm’s $1.8 billion AUM. An entrepreneur and founder of Foundation Source and Enherent, Doug brings deep experience in growth strategy and impact-driven capital deployment. He holds a degree in Entrepreneurship from Syracuse University and is an active member of Young Presidents' Organization. - Shane Neman
Principal @ Neman Ventures / SFOPanel "1st-generation UHNWI strategies"
Shane Neman is the CIO and General Partner of Neman Ventures Family Office, focusing on venture capital, private equity, and real estate investments. An experienced investor and serial entrepreneur, he has backed over 100 startups, including FigureAI, SandboxAQ and AG1, and led significant real estate projects. A computer science graduate from NYU, Shane has founded and successfully exited multiple B2B SaaS tech startups. - Ed Ho
Managing Partner @ Arena Investors LP
AUM: $3.4 billionPanel "How to Grow AUM of a Fund in 2025"
Ed Ho is Managing Director at Arena Investors, a global firm with over $3.4 billion in assets under management. With 20+ years of experience in capital raising and asset management, Ed drives strategic growth and client expansion. Previously, he led capital efforts at Mercury Capital Advisors and Altima Partners, which at its peak was a $4.2 billion in assets under management global equity special situations hedge fund.
- Jake Block
Managing Director @ Redbrick LMD
AUM: $3.5 billionPanel "How to Grow AUM of a Fund in 2025"
Jake Block is Managing Director of Capital Markets at Redbrick LMD, leading investor relations and capital formation efforts in the Western U.S. An accomplished finance professional, Jake previously managed JBB Capital, served as a director at Deutsche Bank, and held senior roles at BNY Mellon and Nomura Securities. He holds an MBA from London Business School and a BA in economics from Vassar College, and serves on nonprofit boards promoting economic growth and education. - Alex Bean
Managing Partner @ Tandem VenturesPanel "1st-generation UHNWI strategies"
Alex is a managing partner at Tandem Ventures, an investment group focused on leveraging operator experience to drive investments in promising startups. Before Tandem Ventures, Alex co-founded Divvy, a revolutionary business expense and budget management platform. Under his guidance, Divvy experienced meteoric growth, leading to an impressive $2.5 billion exit. - Lisa Morris
Managing Director/Vice President
@ AKS Family Partners LPPanel "1st-generation UHNWI strategies"
Lisa is an accomplished entrepreneur, philanthropist, and the Managing Director of AKS Family Partners LP, a New York-based family office. She founded the travel company Road Concierge, which was acquired by ALTOUR in 2012. Lisa holds philanthropic roles with AKS Family Foundation, FORCE Family Office, the WiTT Fund and Vital Options International, showcasing her commitment to impactful philanthropy. - Ahmed Nasser Al Nowais
Founder & CEO @ Annex Investments (SFO)Panel "Collaboration between Family Offices, Venture Studios, VC Funds, & Corporations"
Ahmed’s first-generation family office, Al Nowais Investments, is among the top 5–10 in Abu Dhabi, owning Rotana Hotels and managing assets across sectors like pharmaceuticals, ICT, oil and gas, and renewable energy. He later founded Annex Investments, which focuses on VC and venture building, having invested in 11–12 startups over the past 2 years, and launching projects like digital banks and hydrogen ventures. Ahmed is also a founding board member of the Emirates Angel Investor Association and a member of the Family Business Council. - Jaclyn Baumgarten
Managing Partner @ IDC Ventures
AUM (IDC Ventures): $650 million
AUM (IDC Network): $2.5 billionPanel "How to Grow AUM of a Fund in 2025"
Jaclyn Baumgarten is Managing Partner at IDC Ventures, overseeing $650 million in assets as part of the $2.5 billion IDC Network. As the Founder of Boatsetter, she pioneered a leading platform in the sharing economy, now with 50,000+ boat listings globally. Recognized as a Top 100 Female Entrepreneur by Inc., she also serves on the Board of MasterCraft, applying her expertise in scaling high-impact businesses. - Uli Maybach
Founder and President @ Maybach FoundationPanel "Family Office Trends 2025"
The bio will appear soon - Daniela Plattner
Co-Founding Partner
@ Palm Venture StudiosPanel "Collaboration between Family Offices, Venture Studios, VC Funds, & Corporations"
Daniela is the Co-Founder and Managing Partner of Palm Venture Studios, a $90 million + venture studio. Palm is backed by a family office with a track record of over 35 acquisitions (plus 30 add on acquisitions), 18 exits and a 22x return on a blended basis. Distinctive in the venture studio landscape, Palm provides second-chance capital, strategy and operating support to promising startups which face obstacles. With over a decade of experience working alongside executive teams at startups and Fortune 500 companies alike, Daniela focuses on team performance, leadership and innovation to rescue, pivot and grow high-impact businesses. - Christian D Evans
Chief Executive Officer
@ Pax Fortis Multi-Family OfficePanel "Family Office Trends 2025"
Pax Fortis, is a principal led multi-family office making direct investments in private & highly exclusive opportunities helmed by world-class, pedigree entrepreneurs, operations & investors. With our continued success investing in Neuralink, SandboxAQ, xAI & SpaceX we are leading the charge on exclusive direct investment opportunities. - Felix Staeritz
Founding Partner @ Staeritz Holding (SFO)
Founding Partner @ Allocator OneWhy do we invest $20M annually in first-time VC fund managers? What's important for our Family Office?
The bio will appear soon - Scott Sherman
Co-Founder & Managing Partner
@ MESA Lane CapitalPanel "Why FoFs exist and why LPs accept double-layer fees?"
Mesa Lane is a newly formed asset manager formed to provide seed or acceleration capital to early-stage venture firms. Prior to Mesa Lane, during a 7-year tenure at Tiger Management, Scott performed due diligence on and structured 80+ investments across asset classes, including 20+ “seeding” transactions. He seeded approximately 12 hedge funds, 2 private equity funds, 3 venture funds, and 2 venture studios. Before that, he was a Managing Director at The Blackstone Group, which now manages $1 trillion AUM. - Logan Allin
Founder & Managing Partner @ Fin CapitalHow to harness AI for sourcing, evaluation, and reporting?
Logan is the Managing Partner & Founder of Fin Capital, where he is responsible for management of the firm, sourcing/making investments, maintaining board responsibilities, and adding operating value across the portfolio. Logan was most recently Vice President of SoFi Ventures, where he was tasked with investing in and working hands-on with FinTech companies, as well as running SoFi’s accelerator and corporate development efforts. Logan earned Bachelor of Arts degrees in public policy and political science from Duke University and a M.S. in Management from Stanford University’s Graduate School of Business where he was a Sloan Fellow. Fin Capital is a full lifecycle asset manager focused on B2B Fintech software - Asier Rufino
Managing Director @ Tecnalia Ventures S.LTransforming technology into GDP
Asier Rufino is the Managing Director and CEO of Tecnalia Ventures, overseeing in deep-tech investments and serving as Chairman and board member for multiple spin-offs. A Professor at Deusto Business School, Asier is also an EU Commission Expert in SME Innovation and co-founder of Microwave Ventures. He holds an MBA from London Business School/MIT Sloan.
- Orley J. Pacheco
Senior Financial Advisor @ Wells FargoWhat do our private banking clients want to invest in?
Orley J. Pacheco is a Senior Financial Advisor at Wells Fargo Advisors, advising family offices, private equity, and venture capital clients as part of Wells Fargo’s $2.08 trillion AUM. Known for his client-centered financial strategies, Orley is also dedicated to philanthropy, supporting animal rescue initiatives and the arts.
- Preslav Panayotov
Director, Strategy & Business Development
@ The Waves Dubai Innovation Mall
Co-Founder @ VentureWaves Innovation NetworkHow Governments Can Attract Capital, Innovations & Talent by Focusing on Venture Studios?
VentureWaves Innovation Network collaborates with governments to develop innovation ecosystems with a primary goal of utilizing the venture studio model to foster rapid digital innovation. The Waves Dubai Innovation Mall project is the world's first innovation park dedicated exclusively to venture studios, pioneering a new approach to technology and business acceleration.
- Alfredo Ramos Plasencia
Investment director @ HVM CatapultEvolving the Venture Capital Model for Deep Tech - Leveraging Innovation Infrastructure for Enhanced Returns
Alfredo Ramos is the Investment Director at the High Value Manufacturing (HVM) Catapult - UK-based research and technology organizations with over £850 million worth of innovation infrastructure and a 3,500-strong workforce accelerating technology.
- Romain Assunção
Partner @ AntlerHow venture studios can play a pivotal role in UAE's innovation ecosystem?
Antler is the world’s most active early-stage venture capital firm, with 1,300+ investments globally. He leads a $60M fund dedicated to investing in 120+ tech-enabled startups across MENAP. Previously, Romain was an Associate Partner at McKinsey & Company, where he played a key role in shaping startup and tech ecosystems for governments in the MENAP region.
- Alper Celen
Founding Partner @ Enhance VenturesBenefits of venture building for corporates & governments
Enhance Ventures is a venture studio with a $30 million fund and known for its popular whitepaper and the world map of studios (877+ counting). Alper is also a moderator of the Venture Studio Bootcamp @ GSSN. They raised together a $25 million Global Studio Fund to invest in studios.
- Marc Wesselink
Co-Founder @ venturerock
Co-founder @ StartupbootcampPanel "Collaboration between Family Offices, Venture Studios, VC Funds, & Corporations"
Venturerock is a venture studio that has built 15+ companies with $2.2 million investments each. Startupbootcamp is the biggest accelerator in Europe, Asia, Australia, the Middle East, and Latam which accelerated 1600+ startups. - Benjamin Lawrence
Senior Lead Analyst @ CB InsightsState of Venture Q3 2024
Benjamin Lawrence is a Senior Lead Analyst at CB Insights with deep expertise in advanced manufacturing, industrial AI & ML, and lab-grown diamond production. Known for his ability to bridge business and technology, he brings a versatile skill set in strategic planning, data analysis, and cross-functional communication, making complex technologies accessible to diverse audiences. Passionate about innovation, Benjamin thrives in collaborative environments and is dedicated to continuous learning across tech and industry trends.
Moderators
- Max Pog
Founder @ Venture Studio FamilyHost
Max Pog is a 4x entrepreneur, and author of the Big Startup Studios Research 2023, read 50,000+ times. Together with his team, Max launched the Venture Studio Family community and began hosting online conferences: 4 for venture studios, 2 for family offices, and 1 for VC fund managers. - Margaux MacColl
Reporter @ TechCrunchModerator of the Session 1. FoFs & Institutional LPs
Margaux is a senior venture capital and startup reporter at TechCrunch. She was previously a tech culture reporter at The Information. - Valerie Bertele
General Partner @ Yellow Rocks CapitalModerator of the Panel "Family Office Trends 2025"
The bio will appear soon - Adam Metz
adammetz.comModerator of the Panel "How to Grow AUM of a Fund in 2025"
Join Adam Metz—investor, speaker, and founder of the 4th largest investing newsletter on Substack, D.F.A, Or Please Do! (metz.substack.com)—for a quick but impactful session on raising your first fund post-exit. In this 10-minute talk, Adam will break down the fundamentals for founders looking to raise a $15-25M fund, covering key steps, cost structures, and timelines. Ideal for exited founders eager to transition into fund management. Learn more about Adam at adammetz.com. - Bradley Saacks
Hedge Fund Correspondent @ Business InsiderModerator of the Panel "2x+ DPI Club: How to return your LPs more than expected?"
Bradley Saacks is a Senior Finance Reporter at Business Insider, covering hedge funds, retail asset management, and institutional investors. He has reported on prominent figures in the multi-trillion-dollar hedge-fund industry, including Elliott's activism leader and Seth Klarman of Baupost Group, while also exploring the data ecosystem that drives investment firms.
Open Mic Session
10+ breakout rooms with one speaker in each.
10-minute presentation, followed by a 15-minute QA & Open Mic session moderated by the speaker.
10-minute presentation, followed by a 15-minute QA & Open Mic session moderated by the speaker.
3 Zoom Sessions I 4 hours
Agenda
- How to Grow AUM of a Fund in 2025: Best Fundraising Practices for PE, VC, RE, & Hedge Funds
- $2 Trillion growing Private Credit Market & what it means for Private Credit Secondaries,
- $B+ Family Office panel: in what and how we're investing? RE, PE, VC & other alternatives,
- Why do we invest in emerging fund managers? What's important for our Family Office?
Session 3: Government, R&D, Venture Studios & VC – International & UAE Focus
Session 1: FoFs & Institutional LP
Session 2: Family Offices
- Collaboration between Family Offices, Venture Studios, VC Funds, & Corporations
- Open Mic Session
[NEW] Private Networking Lounge to meet LPs, Family Offices & Funds of Funds. Watch video:
For the first time, in addition to Zoom panels & presentations, we're launching SpatialChat to let our participants network with investors more effectively.
You can, in real-time, move between different zones where you can see LPs / SFOs / FoFs with their theses and contacts ready to talk to you.
For the first time, in addition to Zoom panels & presentations, we're launching SpatialChat to let our participants network with investors more effectively.
You can, in real-time, move between different zones where you can see LPs / SFOs / FoFs with their theses and contacts ready to talk to you.
Meet me, Max, your host. Apologies for my English—most speakers at the conference are from the US. We'll have professional moderators like Margaux MacColl from TechCrunch and others.
Register for free or buy a ticket before the price increases
Join Live
Free
Super Networking Ticket
$309
$699
$699
The price increases on Sunday, November 17 at 12 AM ET (New York)
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Feedback from paid participants of our events
- Greg Stoner (joined FoF & FO conf)Managing Director @ Twin Oak ETF CompanyIt was worth it because it helped us start to get integrated into the LinkedIn Family Office ecosystem and frankly pushed us into the N+1 of the attendees we reached out to. We ended up adding more than 85 new contacts to our network, all of whom responded to a dialogue.
- Alexandra Vidyuk (joined Angel & Accel conf)Partner @ Beyond Earth TechnologiesWe’ve got 120+ new angels in our syndicate on AngelList working with the list of participants from your conference.
- Russell A. Ballew (joined FoF & FO conf)Managing Director @ Wellspring International Capital Partners, LLCYour resource has opened doors for me to make meaningful new connections and establish my voice as a trusted resource for Family Office clients.
If you have 10K+ email subscribers, let me know at maxpog@inniches.com, and I'll share our benefits for media partners, incl. speaking slots. If you don't have an email newsletter but want to speak, you can sponsor the event ($2,5-10K). Download the Sponsorship Deck
Get a sponsorship deck with our statistics
Media Partners
Adam Metz — investor, speaker, and founder of the 4th largest investing newsletter on Substack, D.F.A, Or Please Do! Bold finance insights, + culture and tools to match. As Substack’s 4th largest investing newsletter, we break down market trends, curate playlists, and offer premium subscribers live office hours, templates, and IR strategies. Where style meets substance. Over 157,000 subscribers
Fundingstack.com is a software platform for raising capital, loved by emerging manager VCs, venture studios, funding advisors, and startup consultants worldwide. It includes a database of 221,000 investors (with contact info) featuring HNW, VCs, LPs, family offices, trusts, foundations, and more, along with the leading Investor CRM, pitch deck hosting, investor updates, email tools (now with ChatGPT) and a data room. Run a process and raise capital faster and more efficiently with Fundingstack.
Fundraising Season is here — get funded faster using Foundersuite.com, the leading software platform for startups raising capital. Foundersuite has been used by 87,000 global startups to raise over $17 Billion in seed and VC.
IPO CLUB’s AMERICA2030 Target Maturity Fund is a 6-year, research-driven secondary growth fund targeting US-based defense, energy, and security companies at speculative valuations. Actively managed, it leverages “NASDAQ-like” liquidity to achieve 4x MOIC and 25% IRR.
Angel Launch, based in Silicon Valley, is a leading producer of venture forums for startups and investors; and investor only mixers rand dinners for networking connecting GPS to LPs. You can view events or mailing list at www.angellaunch.com or contact at info@angellaunch.com . Events include 6/18 Investors Dinner; 6/26 Silicon Valley AI and Tech Investing Summit and 8/21 AI Enterprise Forum.
Carta: a better way to administer your fund. Trusted by 7,000+ funds representing $130B in assets under administration, Carta is one of the world's largest VC fund administrators. Backed by over 300 fund accountants, our tech-enabled platform automates your back-office with solutions from capital calls, to taxes, to closing, allowing fund managers to focus on what really matters, finding the next unicorn and building investor relationships.
Our previous speakers
More than just content & networking.
Watch and experience how it was before
Watch and experience how it was before
We've organized 10 online conferences with 500-3600 registrations each
Max Pog is a 4x entrepreneur. In 2023, he published his Big Startup Studios Research, which attracted the attention of hundreds of venture studios worldwide. Together with his team, Max launched the Venture Studio Family community and began hosting online conferences. We’ve organized 10 popular events for venture studios, family offices, LPs & GPs of VC & PE firms, angel investors, and founders.
This is our 11th event dedicated to Institutional LPs,
Funds of Funds, and Family Offices.
This is our 11th event dedicated to Institutional LPs,
Funds of Funds, and Family Offices.
Niches LLC does not verify the accuracy, reliability, or completeness of any information provided by participants at our events, including details about companies, investment opportunities, or any related deals. All information is presented "as-is" and is supplied directly by the event participants, such as startup founders and investors. We do not endorse, recommend, or validate any claims made by participants regarding their ventures, products, or services.
Niches LLC is not a licensed broker-dealer, investment advisor, or financial consultant under the laws of Delaware or any other jurisdiction. We do not offer investment advice or recommendations regarding any securities, deals, or investments discussed at our events. Participation in our events does not constitute any form of financial, legal, or investment advice. Attendees are strongly advised to perform their own independent due diligence and consult with a licensed professional before making any investment decisions.
Investing in startups and early-stage companies carries a high level of risk, including the potential loss of all invested capital. Participants should be aware of the speculative nature of venture investments and understand that they could lose all or a substantial portion of their investment. Niches LLC does not assume any responsibility or liability for any financial losses or damages that may result from any transactions made by event participants.
Our platform serves solely as a venue for networking and informational exchange between startup founders and investors. Niches LLC does not facilitate, broker, or execute any investment transactions. All interactions, agreements, and transactions are conducted independently between the parties involved, and Niches LLC is not a party to these agreements.
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To the fullest extent permitted by Delaware law, Niches LLC, its affiliates, officers, directors, employees, agents, and partners shall not be liable for any direct, indirect, incidental, special, consequential, or exemplary damages, including financial losses, loss of profits, goodwill, data, or other intangible losses arising from or in connection with the use of our platform, participation in our events, or reliance on any information provided therein.
This disclaimer shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law principles. Any disputes arising under or in connection with this disclaimer shall be subject to the exclusive jurisdiction of the courts located in Delaware.
Niches LLC is not a licensed broker-dealer, investment advisor, or financial consultant under the laws of Delaware or any other jurisdiction. We do not offer investment advice or recommendations regarding any securities, deals, or investments discussed at our events. Participation in our events does not constitute any form of financial, legal, or investment advice. Attendees are strongly advised to perform their own independent due diligence and consult with a licensed professional before making any investment decisions.
Investing in startups and early-stage companies carries a high level of risk, including the potential loss of all invested capital. Participants should be aware of the speculative nature of venture investments and understand that they could lose all or a substantial portion of their investment. Niches LLC does not assume any responsibility or liability for any financial losses or damages that may result from any transactions made by event participants.
Our platform serves solely as a venue for networking and informational exchange between startup founders and investors. Niches LLC does not facilitate, broker, or execute any investment transactions. All interactions, agreements, and transactions are conducted independently between the parties involved, and Niches LLC is not a party to these agreements.
Participants in Niches LLC events are responsible for ensuring that their activities comply with all applicable local, state (including Delaware), national, and international laws and regulations, including securities laws. Niches LLC does not assume responsibility for ensuring that participants’ activities comply with these laws.
To the fullest extent permitted by Delaware law, Niches LLC, its affiliates, officers, directors, employees, agents, and partners shall not be liable for any direct, indirect, incidental, special, consequential, or exemplary damages, including financial losses, loss of profits, goodwill, data, or other intangible losses arising from or in connection with the use of our platform, participation in our events, or reliance on any information provided therein.
This disclaimer shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law principles. Any disputes arising under or in connection with this disclaimer shall be subject to the exclusive jurisdiction of the courts located in Delaware.
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