March 6, 2025
8:00 AM to 6:00 PM
Biltmore Hotel
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.
Meet The Speakers
Alecia R Dillon
Chief Financial Officer
Health Foundation of South Florida
Amy S Lawrence
Wealth Advisor
Gorilla Investments Co
Martha Hargrove Leeder
Managing Director, Investor Relations
DXD Capital
Maria Garcia Arteaga
Assistant Vice President
City National Bank of Florida
Rahul Chadha
Founder, Chief Investment Officer
Shikhara
Russell Deakin
Chief Investment Officer & Managing Partner
Aceana Group
Stuart Chapman
Director
Strategic Investment Group
Ethan Werner
Managing Director
The Werner Family Foundation
Drew Weinstein
Director, Institutional Capital Partners
DLP Capital
Cesar Pachon
Founding Partner
We Family Offices
Dora Present Lewin
Principal – Client Strategist
BNY Mellon
Brady Breinholt
President & CEO
New Wave Real Estate
Juan Eduardo Fantini
Chief Investment Officer
Colunquén Investment Office
Kurt Vroman
Chairman
Deltona Firefighters’ Pension Fund
Doug Watler
Board of Trustee
Broward County Firefighters Health Trust Fund
Michael Rieger
Investor Relations
Reliant Real Estate Management
Luis G. Ferreira
SVP – Head of Investment Strategy Group
EFG Capital
Roxana Corla
International Wealth Advisor
Merrill Lynch
Eduardo Karrer
Partner – Private Equity Investments
Hermann Family Office
Rony Porat
Senior Vice President
IDB Bank
Manoj Bhargava
Founder
TPlus3 Fund
Cavitt Randall
Chief Executive Officer
TPlus3 Fund, MBX Group
Jay Massirman
Co-Chairman
Basis Industrial