Taking place at the prestigious Ritz-Carlton Dallas, Las Colinas, this exclusive summit provides a closed-door environment where delegates engage in candid peer benchmarking, visionary keynote presentations, and interactive forums. Key themes for 2026 include repositioning portfolios amid geopolitical uncertainty, deploying AI across the investment lifecycle, navigating intergenerational wealth transfer, unlocking liquidity through secondary markets, and integrating tax-aware structuring into portfolio construction.
This year's distinguished speaker lineup includes:
• Shuman Ghosemajumder, Co-Founder & CEO, Reken
• Alyx van der Vorm, Founder & CEO, Clyx — John Harvard Scholar, MassChallenge HealthTech Judge & SFO Investor
• Govind Shivkumar, Director of Investments, Omidyar Network
• Yahya Mahmoud, President & CEO, BNQ Group
• Robert (Bobby) A. Stover, Jr., Executive Director, Family Office Initiative, University of Chicago Booth School of Business
• Ahmed Aboudouh, Associate Fellow, Chatham House
Designed for the most discerning investment professionals, the summit connects North America's leading family office investors with best-in-class global asset managers — facilitating meaningful partnerships and delivering intelligence that drives long-term portfolio resilience. For more information contact Leyana Daccache at leyanad@marcusevanscy.com
