February 5, 2026
8:00 AM to 6:00 PM
The Guitar Hotel at Seminole Hard Rock Hotel & Casino
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.
GP Registration
Total Price
$2,500
Admission to the event.
Access to all summit panels and presentations.
Admission to Happy Hour!
Meet The Speakers
TC Wilson
Chief Investment Officer
The Doctors Company
Caitlin Mooney
Head of Alternative Investments
AAA – The Auto Club Group
Matthew Dadaian, CFA
Chief Investment Officer
Vega Investment Management
Kurt Vroman
Chairman
Deltona Firefighters’ Pension Fund
Vishnu Amble
Founding Director & Investment Committee Member
GreenBear Group Family Office
Guy Kurlandski
Managing Partner
Setasi Family Office
Joseph Karl, CFA
Chief Investment Strategist
Provenance Wealth Advisors
Christina Rice, MBA
SVP, Head of Private Investments
Athos Private Wealth
Luis Sierra, CFA
Vice President
Marquette Associates
Sam Hassan
Chief Investment Officer & Managing Partner
Darley Advisors
Brian Heimowitz, CFA, CAIA
Vice President, Alternative Investments
Concurrent
Pablo Ferreri
Chief Investment Officer
Prime Meridian Capital Management
Diana Verity
Executive Director
J.P. Morgan Asset Management
Kristin Dacey
Chief Investment Officer, Real Estate & Alternatives
Bulltick Financial Services
Kwesi Quaye
Partner
Fairview Capital Partners
John Moore, CFA, CAIA, CMT
Chief Investment Officer
Stratview Wealth Management
Keith Buchanan
Founder & Managing Partner
Buchanan Capital Partners
Eric Dansky
Senior Investment Officer
Cooper Family Office
Doug Watler
Board of Trustee
Broward County Firefighters Health Trust Fund
James Burron, CAIA
Founding Partner
CAASA – Canadian Association of Alternative Strategies & Assets
Sameer Sawaqed
Director & Investment Committee Member
Freedom Family Office
Isidro Fernández
CEO, Co-Founder & Managing Partner
1PLTFRM