Events

Where the brightest minds in the finance world gather for a good cause. Our events convene the family office and private investor community, allowing like-minded individuals and families to network with peers.

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Upcoming Events

The Journey from NFL Hall of Famer to VC Unicorn Breeder
Lunches with Legends
to
April 19, 2023 12:00 PM
Speakers
Professional Headshot of Joe Montana

Joe Montana

Managing Partner & Founder, Liquid 2 Ventures; Hall of Fame Quarterback

Dr. Chen Yu
Lunches with Legends
to
May 3, 2023 12:00 PM
Speakers
Professional Headshot of Dr. Chen Yu

Dr. Chen Yu

Founder & Managing Partner, TCGX

Profiting from Irrationality: How to Navigate the Human Factor
Lunches with Legends
to
May 17, 2023 12:00 PM
Speakers
Professional headshot of Dan Ariely

Dan Ariely

James B. Duke Professor of Psychology and Behavioral Economics at Duke University

Lunches with Legends

Every few weeks we are honored to host a living legend of the financial world. Each investor or leader joins us for a candid fireside chat, and 100% of donations goes towards supporting pediatric mental health.

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Prime Quadrant Conference

We are proud to host an annual conference, bringing together over 400 investors and featuring globally recognized thought leaders - all in support of medical research and pediatric mental health.

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Intimate Roundtables

Our workshops, which include events such as our Investor IQ Series, are intimate gatherings for our clients and their families, delving into topics, issues and themes of concern.

group of people in formal clothes at a conference

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