December 2, 2025
8:00 AM to 6:00 PM
Bowie House, Auberge Resorts Collection
Topics
Private Markets, Venture Capital, Real Assets/Real Estate, 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
Tom Tull
Board of Trustee, Former Chief Investment Officer
Dallas Police & Fire Pension System, Employees Retirement System of Texas
Elmer Huh
Chief Investment Officer
M.J. Murdock Charitable Trust
Walker Wade
Investment Associate – Real Assets Private Equity
UTIMCO
Rick Ciccione
Partner, Senior Consultant
NEPC
Chris Pate
Chief Operating Officer, Partner
True North Advisors
Mark Buntz
Director of Alternative Investments
Bank of Oklahoma
John Bullman, CFA, CAIA
Chief Investment Officer
Balefire Wealth
Phil Becker, CFA
Deputy Chief Investment Officer
ECMC Group
Henry To, CFA, CAIA, FRM
Director of Investments
Texas Health Resources
Zachary Rasure
Associate Director of Investments
Ascension Investment Management
Jeff Meyers, Jr., CFA
Director of Private Markets
ArchBridge Family Office
Ryan Bailey
CIO and Managing Partner
Paradigm Institutional Investors
Bob Fraser
Co-Founder, Managing Principal
Aspen Funds
Alex Krueger
Chairman and Managing Partner
First Reserve Corporation
Audie Apple
Managing Director, Equity Capital Formation
Fidelity Asset Management Solutions
Keith Williams
Managing Partner & Chief Investment Officer
Crestline Investors
Mark Bussard, M.D.
Managing Member
Rock Springs Capital
Thomas Rose, CFA
Senior Director, Capital Formation
Pantera Capital
Rafael Martinez-Chapman
Treasurer and Senior Vice President
Providence Saint Joseph Health
Kaivon Razavi
Senior Associate, Alternatives Research
Wilshire
Darshan Honale
Investment Partner/Officer
Womack Family Office
Taylor Burnette
Research Lead, Americas
World Gold Council
Mike Scott
Founder & Managing Partner
Pelican Energy Partners
Terry Gottberg
Chairman, President & CEO
Merit Energy Company
Mike LaGatta
Partner & Chief Operating Officer
Monograph Capital
Edward Talmor-Gera
Founder & Chief Executive Officer
NewVest
Conner Searcy
Managing Partner
Trive Capital
Brian Fairhurst, CIMA
Managing Partner
Prime Meridian Capital Management