June 26, 2025
8:00 AM to 6:00 PM
The Waldorf Astoria Monarch Beach Resort & Club
Topics
Private Markets, Venture Capital, Real Assets, ESG, Portfolio Construction, Asset Allocation, Risk Management, and more.
About This Event
Portfolio Summits LP content is built by and for LPs and includes dedicated discussions on liquid and illiquid alternatives. Attendees include investment teams from Pension Funds, Endowments, Foundations, OCIOs/Investment Consultants, Family Offices, Insurance Companies, Wealth Managers and other allocators.
Sponsorship opportunities are available for Asset Managers and Service Providers.
Ready to Join?
Get Your Ticket Now
Qualified LPs are eligible for complimentary admission
Submit your information to be considered here!
We welcome investment professionals from:
- Public and Private Pension Funds
- Endowments
- Foundations
- OCIOs
- Non Capital Raising Family Offices
Meet The Speakers
Aaron White
Executive Director & Head of Sustainable Investing
CIBC Asset Management
Luke Hinshelwood
Executive Director
Middlemark Partners
Greg Wendt
Senior Wealth Advisor | ESG & Impact Investing Strategy
Perigon Wealth Management
Gus Thompson
Director
Lexington Partners LP
Michael Falcon
CEO
Eagle Capital Management
Lisa Middleton
Palm Springs Council Member & Board Member
City of Palm Springs
Charlie Smith
City Treasurer
City of San Clemente
Larry Witt, CFA, CAIA
Managing Principal, Consultant
Meketa Investment Group
John Galateria
Global Head of Investor Relations
Eagle Capital Management
Andy Conrad, PhD
General Partner
S32
Nick Smith
Chief Investor Relations Officer
S32
Edward Talmor-Gera
Founder & Chief Executive Officer
NewVest
Erik Hodge
Partner
The Raine Group
Garrett Francis
Managing Principal, Head of Multifamily Investing
Loci Capital
Greg Friedman
CEO & Managing Principal
Peachtree Group
Chris Bostick, PhD
General Partner
OCV Partners
Sameet Mehta
Managing Partner
Granite Hill Capital Partners