Events · Flagship convening
Global Family Office Summit.
The firm's flagship convening: two days that bring family offices, institutional investors, and entrepreneurs to one table around disruptive-technology allocation. Co-hosted with Secure Digital Markets, the summit has run annually since 2021 and functions as the category's standing allocator meeting.
The programme is deliberately principal-to-principal — panels are working sessions on live allocation questions, not keynote theatre — and the relationships built across four editions are the origin of much of the firm's co-investment and structured-access work.
Editions on the record
Third annual — 2023
Theme: where to allocate assets amid geopolitical risk and rising rates. Co-hosted with Secure Digital Markets.
Second annual — 2022
The programme's second year, continuing the principal-to-principal allocator format.
Inaugural — 2021
The founding edition of the allocator programme.
Who attends. Family offices, institutional allocators, and the founders raising from them.