Exploring the future together
FAMILY OFFICE SUMMIT
Family Office Summit
Women's Family Office Summit
Speakers
Agenda
2023 Summit Highlights
Contact
A&O Shearman is an international legal practice with nearly 4,000 lawyers, including some 800 partners, working in 29 countries worldwide. A current list of A&O Shearman offices is available at aoshearman.com/en/global-coverage.
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A&O Shearman
Head of Family Office Group & Head of Private Client Group
Anna Salek
A&O Shearman
Global Co-Head of Global Financial Markets and Financial Institutions Sector Lead, and leader of the firm’s Family Office initiative
Donna Parisi
HOSTS
A&O Shearman
599 Lexington Ave New York, NY 10022
September 18–19,
2024
JOIN US
An invitation-only annual gathering of family office principals and senior-level executives interested in participating in exclusive thought leadership, peer-to-peer knowledge sharing, and collaboration with respect to family office investing. Our format is designed to allow for facilitated discussion, and attendees are encouraged to share experiences and explore innovative themes. Each year,
A&O Shearman’s family office summit targets timely topics that are essential to entrepreneurial families.
This year’s program will cover a diverse range of topics, including sports as the new asset class,
trends in real estate, latest advancements in clean energy efforts, working with non-US Family Offices, future healthcare developments and fresh perspectives on portfolio allocation.
Attendees primarily include single-family offices, family enterprise owners, board members,
and directors of large private foundations.
Fueling a voyage of discovery
through shared discussions
OVERVIEW
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CONTACT
Questions, queries
and conversations
Investment Partner
26North
Harris Ziskroit
Institute Professor
Massachusetts Institute
of Technology
Robert Langer
Senior Vice President
Sumitomo Mitsui Trust
Asset Management
David Baeckelandt
Chief Investment Officer
Talipot Investment Group
Guadalupe Rodriguez
Partner
Private Client Practice
Cambridge Associates
Doug Macauley
CEO
Magnolia Hill Partners
Marley Hughes
President & CEO
Biltmore Family Office
Chris Cecil
Harris Ziskroit is an investment partner at 26North, where he helps lead investing and strategy for the firm. Prior to
joining 26North, Harris led private equity and venture capital investments at Engine No. 1, with a focus on investments in energy, industrials, agriculture, and infrastructure.
Before joining Engine No. 1, Harris was the chief investment officer of Pelican Advisors where he built several successful businesses across multiple industries. Prior to joining
Pelican Advisors, he invested in the energy industry at
Good Energies/Bregal Energy and LS Power Equity Advisors. He began his career as an investment banker at Credit Suisse First Boston. Harris received a BS with honors in Policy Analysis and Management from Cornell University. He currently sits on several boards, including the nonprofit organization Teach It Back Inc., and is a mentor to early stage entrepreneurs at the NASDAQ Entrepreneurial Center.
Robert Langer is one of eight Institute Professors at the Massachusetts Institute of Technology (MIT); being an Institute Professor is the highest honor that can be awarded to a faculty member. He has written over 1,500 articles, which have been cited over 396,000 times; his h-index of 313 is the highest of any engineer in history and the 2nd highest of any individual in any field. His patents have licensed or sublicensed to over
400 companies; he is a cofounder of a number of companies including Moderna. Dr Langer served as Chairman of the FDA’s Science Board (its highest advisory board) from 1999-2002. His over 220 awards include both the United States National Medal of Science and the United States National Medal of Technology and Innovation (he is one of 3 living individuals to have received both these honors), the Charles Stark Draper Prize (often called the Engineering Nobel Prize), Queen Elizabeth Prize for Engineering, Albany Medical Center Prize, Breakthrough Prize in Life Sciences, Kyoto Prize, Wolf Prize for Chemistry, Millennium Technology Prize, Priestley Medal (highest award of the American Chemical Society),
Gairdner Prize, Hoover Medal, Dreyfus Prize in Chemical Sciences, BBVA Frontiers of Knowledge Award in Biomedicine, and the Balzan Prize. He holds 41 honorary doctorates, including Harvard, Yale, Columbia, and Northwestern, and has been elected to the National Academy of Medicine, the National Academy of Engineering, the National Academy of Sciences and the National Academy of Inventors.
Dr. Langer is a co-founder of a number of companies and serves (or has served) as a member of the Board of Directors of many entities, including Moderna, Living Proof, Alkermes, PureTech, Momenta, and Seer.
David Baeckelandt is a Senior Vice President and the Head of Client Relations at Sumitomo Mitsui Trust Asset Management Americas, Inc. Based in SuMi Trust AM’s New York City office, he is responsible for promoting the proprietary funds managed by Tokyo-based colleagues to U.S. pensions, non-profits,
and family offices.
Immediately prior to joining SuMi Trust AM in early 2022,
Dave spent nearly six years at Cambridge Associates (“C|A”) in Boston. In that role, Dave sold C|A’s services and tools to LPs in North America, Japan, and Benelux. Dave began his career (after working as an interpreter and translator) at the predecessor banks of Mitsubishi UFJ in 1988. As an Investment Specialist, Dave sold funds to Japanese transplants in the U.S. After six years in New York, Dave joined William Blair & Co., where over the next eight years he set up and ran the first
dual-licensed, foreign investment advisory firm in Japan. Following his return to the U.S., Dave worked in private equity for three years before leading Mercer Investment Consulting’s Analytics and Research Group.
Outside the office Dave has played an active leadership role in several non-profit organizations. These include the Japan America Society of Chicago (Executive Board, Board of Directors, 2000-2012), Belgian Publishing Inc. (President and Chairman of the Board 2012-2014), and the Nederlandse Taalunie (on the U.S. Advisory Board of the Belgian-Dutch
non-profit since 2013).
Guadalupe Rodriguez is a seasoned professional investor and thought leader who has pioneered new industries, shaping the private investment landscape with avant-garde strategies.
A strategic advisor to UHNWs, public and private companies, and governments, her dedication to cultivating market settlers distinguishes her in the industry.
Guadalupe heads up Talipot Investment Group, a large
single-family office, as the CIO with locations in the
United States, and Mexico.
Doug Macauley is a Partner and a member of the Private Client Practice at Cambridge Associates. He works with a number of private clients and institutions ranging in size from $50 million to $4.5 billion. Doug has worked with nonprofit entities, including family foundations that originated from his work
with private clients. He works extensively with taxable
investing issues, including estate planning vehicles and concentrated stock positions. Doug began his career at Cambridge Associates as an investment associate in 1995 and rejoined the firm in 2000 after attending business school. During his three years in the investment associate role, he was promoted to senior investment associate and team leader. While in business school, he interned at the Corporate Finance Group of Liberty Mutual Insurance Company, where he specialized in mergers and acquisitions.
After a successful NYSE IPO and exit from FS Investments, Marley Hughes co-founded Magnolia Hill Partners (“MHP”) Family Office, the catalyst for the first-generation family
office formation, with his business partner, co-founder of
FS Investments. FS Investments is a global alternative investment manager with USD90b in AUM with current and former partners, including GSO Blackstone, KKR, Magnetar, Rialto, and many other best-in-class partners.
Today, MHP primarily invests in direct commercial real estate, lower middle market private equity, and venture capital opportunities. With a focus on total portfolio return, the MHP portfolio consists of a wide variety of niche and alternative asset classes, such as data centers, sports ownership and sports real estate, and other high alpha asset classes with a preference to control the OpCo and the PropCo. After spending many years in Philadelphia helping to build FS Investments, Marley now primarily resides in Lake Nona, FL and enjoys family life with his wife, Amanda, and their three young children.
Chris Cecil has been working exclusively with entrepreneurs and families in investment management, multi-generational planning, and the succession of closely held businesses for over thirty years. Prior to founding Biltmore Family Office
in 2008, Chris was a Partner at GenSpring Family Offices.
He served as President for JPMorgan’s Private Bank where he was responsible for over $18 billion of family wealth. Chris also led the national group of portfolio managers as Senior Managing Director at Brown Brothers Harriman & Co,
and served as Director to their various trust companies.
Chris graduated from the University of North Carolina at Chapel Hill in 1987 and has received executive degrees from the Harvard Business School and the Darden Business School.
He has served as the Board Chair for Discovery Place, Inc.,
as board member and Treasurer for World of God, Inc.,
and currently serves on the investment committee of the Greater Charlotte Cultural Trust, as a director of Heineman Medical Research, Inc., as a founder and head of TIGER21’s Family Office Group, and as a foundation board member of the NC Museum of History.
Captains of flight
SPEAKERS
Head of Americas Direct Investments
Hines
Cameron Falconer
Mr. Cameron Falconer is the Head of Americas Direct Investments. Cameron is responsible for managing the private placement platform which includes strategy, asset selection, distribution, and execution responsibility to investors..Previously, Cameron served as Deputy Head/Chief Operating Officer of Hines Global Capital Markets, and in that role was responsible for coordinating capital raises for flagship discretionary funds, strategic separate accounts and private placements, as well as orchestrating and supporting coverage of Hines investors globally. Cameron joined Hines in 1997 and in his first 20 years with the firm contributed to the development, acquisition, financing, marketing and disposition of more than 15 million square feet of commercial real estate.
Before joining Hines, Cameron acquired diverse experience in design, feasibility analysis, project management and development with a major Canadian pipeline company. Cameron holds a Bachelor of Applied Science, Mechanical Engineering from the University of British Columbia and a MBA from Stanford University.
Partner
Black Tech Nation Ventures
Sean Sebastian
Chief Development Officer
United States Olympic and Paralympic Committee
Christine Walshe
Co-Founder
Monarch Collective
Kara Nortman
Chairman and Founder
One Mind/HBGI
Garen Staglin
Managing Director
Marmi Asset Management
Mauricio Roer Kessler
Seán Sebastian is a founding partner of Birchmere Ventures and more recently Black Tech Nation Ventures, a seed-stage venture fund focused on high potential software startups led by diverse founders.
For over 25 years, Seán’s funds have invested over USD300m in 110 companies, raising USD4b in follow-on funding and creating USD19b in enterprise value. His current portfolios comprise leaders in edtech (Paper with Softbank and
Sapphire Ventures), fintech (Emtech with Matrix Partners), adtech (Admiral with Harbert Partners), blockchain (Blockdaemon with First Round Capital), sportstech
(Sleeper with Andreesen Horowitz), and insuretech
(The Zebra with Accel Ventures). Seán’s former and current civic roles include the leadership advisory council of the Aspen Institute, the board of trustees of the Carnegie Museums,
the presidents’ advisory council at Johns Hopkins University, and the president’s advisory council at Worcester
Polytechnic Institute.
Seán holds a BS in Mechanical Engineering from Worcester Polytechnic Institute (with a full U.S. Air Force scholarship) and an MBA in Management from Rensselaer Polytechnic Institute. He is a life member of the American Association of Artificial Intelligence and American Mensa.
Christine Walshe is President of the U.S. Olympic & Paralympic Foundation and Chief Development Officer of the U.S. Olympic & Paralympic Committee. Her nonprofit career started at the Atlanta Symphony Orchestra, where she worked directly for Arthur Blank to raise money for a new symphony center. Christine found her first job in the Olympic and Paralympic movements on (wait for it) Monster.com, and she started with the U.S. Ski & Snowboard Foundation in 2004, where she helped raise $60 million for U.S. Ski & Snowboard’s Center
for Excellence. In 2008, Christine joined the USOPC to launch the organization's major giving efforts, which became the U.S. Olympic & Paralympic Foundation. Her first Games experience was at Torino 2006.
Christine’s first Olympic memory is watching the 1984 Olympic Winter Games in Sarajevo with her three siblings—especially her sister, who was sporting the classic Dorothy Hamill haircut.
Kara is Managing Partner of Monarch Collective, an investment platform dedicated to accelerating equity in global sport.
Kara is a co-founder of Angel City Football Club, which has quickly risen to become the most valuable women’s soccer team in the world.
Prior to Monarch, Kara was a Managing Partner at
Upfront Ventures, where she worked for eight years.
Before joining Upfront, Kara spent close to seven years at IAC where she co-headed the M&A group and later served in operating capacities as the SVP and General Manager of Urbanspoon and Citysearch. She served on the board of IAC’s mobile technology incubator (Hatch Labs), where she incubated Tinder in their seed round.
Earlier in her career Kara worked at Battery Ventures, Microsoft and Morgan Stanley. Kara is also a founding member of
All Raise, a VC-led Nonprofit dedicated to increased diversity in funders and founders, and she advised the Women’s National Soccer Team Players Association during their pay equity fight. Kara earned an AB in Politics from Princeton University and an MBA from Stanford University. Kara resides in Los Angeles with her husband and three daughters.
Garen Staglin is an entrepreneur and philanthropist.
Through One Mind he is pursuing discoveries in brain health research fostering open science principles; advancing better diagnostics, treatments, and early intervention; and eliminating the stigma for all brain illnesses.
One Mind at Work, a global coalition of 170 employers
and partners, now covers 25 million lives. HBGI is pursuing an outcomes-based model to support bottom-up approaches to improve mental health and foster systems-level change
in LMIC. HBGI is establishing four regional outcomes funds in partnership with key regional stakeholders.
Garen has a 45-year career as a successful entrepreneur and private equity investor. He recently Co-Chaired the USD5.4b UCLA Centennial Campaign. He and his family founded Staglin Family Vineyard in 1985 in Napa. In addition to UCLA, he has generated over USD1.2b through causes he and his family
have led. Garen earned a Bachelor’s degree in Engineering from UCLA and an MBA from Stanford University.
Mauricio Roer Kessler is the Managing Director of
Marmi Asset Management, a family office based in
South Florida with a strong root in the technology sector. Mauricio heads a team leading global investments in venture capital, real estate, private credit, and private equity.
Mauricio, who was raised in Argentina, is an Economist who brings over 20 years of experience in private equity across the Americas. He holds a Masters in Economics.
678 Partners
Managing Partner
Amir Rafizadeh
202 508 8094
angela.long@aoshearman.com
Business Development Manager
A&O Shearman
Angela Long
312 890 5340
amir@678partners.com
Managing
Partner
678 Partners
Amir Rafizadeh
AGENDA
Wednesday, September 18
TIME
SESSION
SPEAKERS
2:00pm–2:45pm
2:45pm–3:00pm
3:00pm–3:45pm
3:45pm–4:45pm
4:45pm–5:30pm
5:30pm–7.30pm
Welcome address
Donna Parisi, Global Co-Head of Global Financial Markets and Financial Institutions Sector Lead, and leader of the firm’s Family Office initiative
Amir H. Rafizadeh, Managing Partner, 678 Partners
Roundtable and networking sessions 1
Co-investment transactions roundtables (20 families per meeting room)
Diversity investments in
venture capital
Guadalupe Rodriguez, Chief Investment Officer, Talipot Investment Group Sean Sebastian, Partner, Black Tech Nation Ventures
Catherine Shiang, Managing Director, Asia Capital Advisor
Moderator: Cynthia Urda Kassis, Global Co-Head of ENRI and Mining Sector Lead, A&O Shearman
Solving the mental healthcrisis in
the U.S. (Keynote panel)
Cocktail reception
Garen Staglin, Chairman and Founder, One Mind/HBGI
Kalen Jackson, Vice Chair & Owner, Indianapolis Colts
Moderator: Adam Hakki, Partner, Co-Chair of Global Executive Committee and Board, and U.S. Chair, A&O Shearman
Conference registration
DAY ONE
DAY TWO
TIME
SESSION
SPEAKERS
8:00am–9:00am
9:00am–9:45am
9:45am–10:30am
10:30am–11:00am
11:00am–11:30am
11:30am–12:00pm
12:45pm–1:30pm
1:30pm–2:00pm
2:00pm–2:30pm
2:30pm–3:15pm
3:15pm–3:45pm
3:45pm–4:45pm
Future-proof investments: navigating the changing landscape of real estate
Marley Hughes, CEO, Magnolia Partners
Blake Goodman, CEO, Four Stones Real Estate
Cameron Falconer, Head of Americas Direct Investments, Hines
Moderator: Carolyn Stoner, Partner, A&O Shearman
Technology and AI update
Michele Jawando, Senior Vice President and Head of Programs ,
Omidyar Network
Moderator: Karen Buzard, Partner, A&O Shearman
Coffee and networking break
Food, batteries and oceans
Private credit
Kevin Ke, Associate Director, LGT Capital Partners
Leland Richards, Partner, Adams Street Private Credit
Rushin Shah, Managing Director, Credit Veritas Capital
Moderator: Gus Atiyah, Partner, A&O Shearman
The power of balance sheet investing
Chris Cecil, President & CEO, Biltmore Family Office
Moderator: Anna Salek, Head of Private Client and Head of Family Office,
A&O Shearman
Conference registration and breakfast
Healthcare update and the future of drug development from MIT
Dr. Robert Langer, Institute Professor, Massachusetts Institute of Technology
Michael Langer, Co-Founder and Managing Partner, T.Rx Capital
Moderator: Ilir Mujalovic, Global Co-Head of US Capital Markets & Global ECM and Financial Institutions and Life Sciences Sector Lead, A&O Shearman
Building partnerships with non-U.S. family offices
David Baeckelandt, Senior Vice President,
Sumitomo Mitsui Trust Asset Management
Mauricio Roer Kessler, Managing Director, Marmi Asset Management
Tommaso Alderigi, Director, Neurone
Moderator: Miao Wang, Partner, A&O Shearman
Global family office trends and updates
Doug Macauley, Partner, Private Client Practice, Cambridge Associates
Thursday, September 19
Click for session details
5:45pm–7:30pm
Cocktail reception
4:45pm–5:30pm
5:30pm–5:45pm
Closing remarks
Sports as a new asset class
Kara Nortman, Co-Founder, Monarch Collective
Christine Walsh, Chief Development Officer, United States Olympic and Paralympic Committee
Harris Ziskroit, Investment Partner, 26North
Moderator: Roger Morscheiser, Partner, A&O Shearman
Coffee & networking break
Lunch and networking
12:00pm–12:45pm
Anna Salek, Head of Private Client and Head of Family Office, A&O Shearman
Amir H. Rafizadeh, Managing Partner, 678 Partners
Managing Director
Asia Capital Advisor
Catherine Shiang
CEO
Four Stones Real Estate
Blake Goodman
Senior Vice President and
Head of Programs
Omidyar Network
Michele Jawando
Serving as managing director with Asia Capital, Catherine Shiang guides a single family office that has locations in
Hong Kong, Singapore, Miami, and London. Emphasizing portfolio interests employing the firm’s own capital,
Catherine Shiang also guides the formation of investment partnerships and groups. A unique aspect of her approach is deal flow that largely comes through referrals from other families, with projects undertaken that are "off market” and proprietary in nature.
Corporate social responsibility is an important aspect of all transactions undertaken, with all deals vetted for community impact. With investment horizons dependent upon a variety of factors, the family office maintains a significant risk tolerance and has taken positions in early stage companies and emerging markets.
Catherine is well respected in her field. She sat on a pair of panels at the Family Business Summit in Dubai on technology deals and co-investments. A founding member of the Asia Alumni Advisory Board at the Georgetown University Law Center, Catherine also serves on the board of her alma mater’s Corporate Counsel Institute.
As the Chief Executive Officer of Four Stones Real Estate (FSRE), Blake Goodman oversees overall vision, strategy,
and partnerships. Prior to establishing FSRE, he served as the Executive Director of Real Estate Investments for
Chick-fil-A and the Cathy Family. His strength was utilizing customer information to create an objective data-driven platform which supported dealmakers as Chick-fil-A rolled out across the U.S. and internationally. Blake achieved his B.B.A. and J.D. at the University of Georgia and successfully completed the Executive Program for Growing Companies at Stanford University. He and his wife, Kim, have five children between the ages of 7-17 years old.
Michele L. Jawando, an accomplished leader and visionary, serves as the Senior Vice President and Head of Global Programs at Omidyar Network, spearheading the organization’s efforts to address critical societal issues such as the economy, technology, and belonging. Her impactful journey includes pivotal roles at Google, where she directed global programs on issues such as elections, cybersecurity, and gender equity,
and at the Center for American Progress, where she tackled contemporary challenges ranging from national security,
civil and human rights, and economic growth.
Additionally, she worked as General Counsel and
Senior Advisor to United States Senator Kirsten Gillibrand and then House Foreign Relations Chair, Congressman Gregory Meeks, spearheading bipartisan legislative achievements.
With a J.D. from the University of North Carolina School of Law and a B.A. from Hampton University, Michele is a trailblazing author, entrepreneur, and afro-tech futurist, who believes across our differences we can create and build the future we desire. She is married to Council member Will Jawando and mother of four dynamic children.
Managing Director
Asia Capital Advisor
Catherine Shiang
CEO
Proteus Ocean Group
Lisa Marrocchino
Managing Director
Akkad Holdings Global
Stephen Shaya, M.D.
Bio to come
Lisa Marrocchino presently serves as CEO of Proteus Ocean Group, Ltd, a Fabien Cousteau company Ocean-focused social enterprise that is building PROTEUS™, an in-situ research habitat and lab—the International Space Station of
the Ocean—to accelerate R&D, drive solutions, create businesses and engage the global community with our Ocean. Lisa brings her experience from Goldman Sachs, where she developed in-depth earnings models for tech companies such as Microsoft, Oracle, SAP, and Ziff Brothers Investments,
and researched, analyzed, and made investment decisions in technology private and public entities; LiGit Solutions business development outsourcing, where she helped early to mid-stage disruptive companies prepare to raise capital primarily in the social impact sector; and as CEO of Gifts That Give, an
e-commerce company giving back to charity, where she raised significant funds from existing and new high-profile investors. She is an expert in raising capital, business optimization, strategic planning, research, and public, private, and alternative investments. Lisa is versed in identifying cutting-edge tools and capitalizing on emerging trends, such as social impact, brand and influencer marketing, blockchain, and crypto.
Dr. Stephen Shaya’s life's journey has been one of service instilled by his Iraqi Christian parents and his grandmother.
He graduated from Birmingham Brother Rice High School summa cum laude was awarded a Merit Scholarship to attend Wayne State University. During his time at WSU, Stephen won many leadership awards including the Outstanding Student Leader in 1991 and became a Howard Hughes Medical Institute Research Grant Awardee. He was selected to serve on the Wayne State University Board of Governors from 1991 to 1993 and then attended Wayne State University Medical School and graduated in 1996. Stephen subsequently trained in Family Practice at North Oakland Medical Center and then did a fellowship at Wayne State University for Occupational and Environmental Health.
Since 2004, Stephen has been the Executive Servant Leader at J & B Medical, a global healthcare solutions company. J & B is a privately held global health care consortium based in Wixom, Michigan. Founded in 1996, Stephen worked closely with his father and family to start eighteen different business enterprises and now have customers all over the globe including 48 states in the U.S. This innovative company has brought many new ideas and solutions forward to the delivery care and continues to strive to improve patient access
and quality. His role oversees all strategy, innovation and growth of this family of companies. By leading the planning and development of their new enterprises, many describe him as an “intrapreneur,” someone who behaves as an entrepreneur within a large organization.
Stephen's efforts have received many recognitions including the 2015 Global Distinguished Health Care Award from the Center of Economic and Leadership Development and a
United States Congressional Commendation. In addition, Stephen received the Global Medical Innovation and Leadership Award August 19, 2016, presented at the
United Nations along with a commendation from the New York State Senate.
Lisa Marrocchino, CEO, Proteus Ocean Group
Patrick George, CEO, White Oak Enterprises
Stephen Shaya, M.D. Managing Director, Akkad Holdings Global
Moderator: Kfir Abutbul, Partner, A&O Shearman
CEO
White Oak Enterprises
Patrick George
Patrick George serves as President and CEO of White
Oak Enterprises. In this role, he works closely with the
Bainum family, Advisory Council and team members to oversee the office’s investment portfolio, family services group and sponsored hospitality initiatives. Prior to this, he served as the Chief Investment Officer of Halstatt, the Sproul family office in Southwest Florida.
Patrick brings considerable experience across a variety of assets classes, including public and private equities,
fixed income, commodities, hedge funds and specialty finance.
He began his career as a tech entrepreneur and venture capitalist and has worked at McKinsey & Company, Compaq (now HP) and William Blair. Pat received an undergraduate degree, with honors, from Harvard College and an MBA from Harvard Business School.
Director
Neurone
Tommaso Alderigi
After a decade in strategic consulting with Booz Allen and Oliver Wyman, Tommaso Alderigi joined Neurone, a tech-focused investment company founded by Teodoro D'Ambrosio.
Neurone invests in growth-stage technology startups and builds new tech ventures from scratch, investing directly from its balance sheet as well as building SPV vehicles to co-invest with other family offices. Neurone’s portfolio includes companies such as Prima Assicurazioni (a leading insurtech
in Europe with 3M+ customers), Rimac Group (a major tech provider to OEMs and owner of Rimac-Bugatti), Verne
(a self-driving robotaxi startup in Europe), and Biocentis
(a biotech developing insect control solutions). At Neurone, Tommaso oversees the company-building activities as well as the identification of new targets for growth investments. He is also a Board Observer in the Rimac group.
Tommaso holds a Bachelor's in Management from Bocconi University and a Double Degree Master's from HEC Paris (International Business) and ESADE Business School (Entrepreneurship).
Co-Founder and
Managing Partner
T.Rx Capital
Michael Langer
Michael Langer is the Co-Founder and Managing Partner of T.Rx Capital which is a fund specializing in investments in the creation, seed and Series A at the intersection of biology & technology. The fund is still in stealth mode and more will be revealed when it launches publicly. Michael is also active on the nonprofit side. He serves on the Leadership Board at Beth Israel Deaconess Medical Center, the Global Board of Directors for MassChallenge, the Leadership Board at the Terasaki Institute for Biomedical Innovation and is the Senior Advisor of Special Projects at the Galenus Foundation.
Michael previously co-founded the Young Coder's Society which teaches children how to code using Raspberry Pi's, served on the Board of Advisors at the Museum of Science and he was formerly a Young Leader at the Milken Institute and a World Economic Forum Global Shaper. Michael previously founded Old Silver VC which is a family investment firm that invests in startups in Healthcare and Deep Tech with a focus on materials. They invested in 20+ companies including Big Hat Biosciences, Sesame Care, Seismic Therapeutics, Alto Pharmacy and Opentrons. Also involved were Susan Langer who is the former head of strategy at Biogen/current BOD member and Dr. Bob Langer who is an MIT Professor and founder of over 40 biotech companies including Moderna.
Michael has a BA from Lehigh University in Science, Technology and Society with a Double Minor in Entrepreneurship and Sustainable Development.
Vice Chair & Owner
Indianapolis Colts
Kalen Jackson
Kalen Jackson is entering her 13th season as vice chair/owner. Kalen joined the team in 2010 as vice president and, along with sisters Carlie Irsay-Gordon and Casey Foyt, represents the next generation of Colts ownership. Like her sisters, she grew up with the Colts organization as a significant part of her life since birth. Jackson oversees various functions of the organization, including coordinating the Irsay family’s community and philanthropic efforts. She currently leads Kicking The Stigma, the family’s initiative to raise awareness about mental health disorders and end the stigma often associated with these illnesses. Since launching in 2020, Kicking The Stigma has committed $30 million to nonprofits and organizations expanding treatment and research and raising awareness in Indiana and beyond.
Jackson serves on the national board of Project Healthy Minds and locally on the board of the United Way of Central Indiana. She also is president of the Indianapolis Colts Women’s Organization. In addition, to representing the Colts at NFL Owners’ Meetings, she chairs the league’s Employee Benefits Committee, where she is responsible for administering club and league benefit plans, including plan design and amendment, benefit and administrative expense payments and employee eligibility issues. She graduated with honors in 2010 from Indiana University’s School of Health, Physical Education & Recreation with a bachelor’s degree in sports management
and marketing.
Jackson was born and resides in Indianapolis with her husband, Boyd Jackson, and their two daughters.
Attendees will be separated into small groups organized by industry for informal group discussion and networking,
facilitated by an A&O Shearman industry leader.
Energy
Private Equity
Real Estate
Sports
Venture Capital & Hedge Funds
•
•
•
•
•
Attendees will be separated into small groups organized by industry for informal group discussion and networking,
facilitated by an A&O Shearman industry leader.
Energy
Private Equity
Real Estate
Sports
Venture Capital & Hedge Funds
•
•
•
•
•
Roundtable and networking sessions 2
Co-investment transactions roundtables (20 families per meeting room)
With an exclusive wine tasting of Staglin Family Vineyard wines.
Attendees will be separated into small groups organized by industry for informal group discussion and networking,
facilitated by an A&O Shearman industry leader.
Managing Director
Credit Veritas Capital
Rushin Shah
Associate Director
LGT Capital Partners
Kevin Ke
Partner
Adams Street Private Credit
Leland Richards
Rushin Shah is Managing Director, Credit at Veritas Capital. Prior to Veritas, he was the Founding Partner at Nine27
Capital Management, a hedge fund focused on global consumer companies.
Prior to Nine27, Rushin was as an Analyst at Citadel Global Equities, Senior Analyst at Point72 Asset Management, Principal at Apollo, and VP at Morgan Stanley specializing in equity and credit investments across various industries, including consumer, business services, aerospace and defense, travel, gaming, and media.
Kevin Ke is an Associate Director at LGT Capital Partners in New York. He focuses on origination, due diligence, execution, and monitoring of U.S. private credit investments. Prior to joining the firm in 2023, Kevin worked for Neuberger Berman Private Credit and Private Equity, where he was on the investment team for direct lending, opportunistic credit, structured capital, and equity co-investment. He started his career with Citigroup, where he was involved in the
origination and underwriting process for numerous leveraged finance transactions.
Kevin holds an MBA from the Wharton School of the University of Pennsylvania, an MA in International Studies from the University of Pennsylvania, and a BA with honors from Johns Hopkins University.
Leland Richards is a Partner at Adams Street Private Credit, where he supports investing and capital raising and all aspects of the decision-making process of the Private Credit Team, including sourcing, structuring, performing due diligence, and negotiating investment opportunities.
Prior to joining Adams Street, Leland was a Managing Director at Churchill Asset Management. In that role, he was responsible for financial sponsor origination and underwriting.
Prior to Churchill Asset Management, Leland was Managing Director at GE Capital, where he served in a similar capacity covering financial sponsors and originating leveraged loans and mezzanine/second lien financing for financial sponsor–backed non-investment grade companies.
Leland previously worked at CIT as a Director on CIT’s Healthcare Finance Team. He also held Vice President positions at Merrill Lynch & Co., GE Capital, and Salomon Smith Barney (Citigroup). He commenced his career at J.P Morgan Securities and CIBC World Markets.
Leland also devotes his time as an active board member of the following boards:
A Better World Community Development Corp (Brooklyn, NY) – focused on servicing the needs of underrepresented multi-generational families of color and immigrants in the metro New York area; and
Freedom United (London, UK) – focused on global advocacy to end modern day slavery (e.g. forced marriage, labor, child forced labor, and domestic slavery).
