Start your day by connecting with fellow attendees over coffee before the program begins.

Kick off the day with a welcome from a senior executive at Apex Group, introducing Apex Invest Digital - a platform designed to bridge the worlds of traditional finance and digital innovation.
 

Bitcoin is evolving into a legitimate institutional asset. This session explores its role as a store of value and inflation hedge, with insights into allocation strategies, custody solutions, and the regulatory landscape.

Get under the hood of stablecoins. Understand the differences between USDC, USDT, regulated stablecoins, and CBDCs,  and how institutions are leveraging them.

From groundbreaking digital asset use cases to how they are regulated, this panel examines the past, present, and future of the industry, highlighting why this rapidly maturing market is becoming increasingly relevant for institutional investors today.

Enjoy a relaxed lunch while networking with peers, speakers, and innovators across the digital asset space.

From tokenised money market funds to ETFs, private equity and active demand certificates. This session deep-dives into the compliant rails enabling digital financial products. Who’s issuing, who’s buying, and what’s next?

Wrap up the day with a high-level discussion on portfolio construction. How are institutional investors integrating digital assets into their strategies while managing risk, liquidity, and performance?

Led by: 

James Kirkegaard & Laurie Kirkegaard, Co-Owners, NPL Impact Agency​

Alastair Colin-James, Executive Director, Mutual Value Labs

Steven Michael, Principal, Banyan Family Office

James and Laurie Kirkegaard, NPL Impact Agency Principals, will share three case studies created by The Coca-Cola Company, The Mars Company and The Banyan Group involving innovative models that integrate stakeholder capitalism with social impact and sustainable business practices. Each of these models help communities to flourish within mutually productive eco-systems. The Kirkegaards, along with representatives from Mars and the Banyan Group, will examine how these efforts were initiated by visionary leaders, supported within their businesses then tooled for wide-scale adoption of other philanthropists and community leaders. They will invite active participation from participants.
They will relate each case to innovative ways for family offices to think differently about their philanthropy, and how they can leverage a force multiplier to help solve big problems while also perpetuating family values.
Who should attend: Any family office member or philanthropist seeking to make an even greater difference by giving while living to high-impact, scalable projects solving big problems.

NPL Impact Agency 
NPL Impact Agency works with family offices, foundations and corporate executives across the globe to connect their values and goals with high-performance organizations focused on scalable projects addressing chronic and rare diseases, human trafficking, poverty and other societal challenges. The NPL team has raised over $1 billion while also fulfilling donor/investor legacies.  
www.nplimpactagency.com

Reflecting his philosophy that excellence must enrich both people and places, Steven will close his session with a live demonstration of his signature “Level 5 Chocolate.” Crafted from the world’s finest cacao with no refined sugars and enhanced with superfoods, Steven’s chocolate is the embodiment of healthy indulgence delicious, functional, and lovingly handmade. This demonstration aligns with Banyan’s broader commitment to wellness, sustainability, and innovation.

At the Apex Invest Conference, Steven Michael will empower participants with a hands-on lesson in chocolate making, demonstrating how anyone can craft delicious, healthy chocolate at home. Steven will break down his Level 5 Chocolate method into easy, approachable steps, teaching attendees how to select quality ingredients, blend nutrient-rich superfoods, and adjust recipes to suit their own taste and wellness goals. His interactive approach ensures that even beginners can leave with the confidence and inspiration to develop their own personalized chocolate creations, turning a gourmet indulgence into a simple, healthy lifestyle habit.

• What makes fine wine a compelling real asset? A look at key market fundamentals, performance, and historical returns
• Learn the essential dos and don’ts of wine investment to effectively build and diversify your portfolio
• Hands-on challenge: design the best-performing wine portfolio based on client-driven criteria
• Guided tasting: compare “investable” wines vs. “drinking” wines to understand the difference in the glass

Join fellow attendees for a informal networking mixer

• Why are allocations to the very largest managers increasing?
  Overall trends
  Hidden cost implications
  Inside the mind of the allocator
• Why being better prepared beats having better performance
• What does this mean for small, mid-sized and even larger managers?
• Common marketing mistakes to avoid
• The power of storytelling and other tactics from the psychologist’s playbook

Led by: Jon Greene, Managing Director, Apex Group

GP Only: Alpha & Beta Rooms, Lower Ground Floor

1. Identifying best value opportunities in private credit. Led by You-Ha Hyn, Principal, Perpetual Investors​
2. Co-Investment deal sourcing and evaluation. Led by Rune Jepsen, Partner, Head of Europe, QIC​
3. How are LPs viewing infrastructure investments. Led by Anna Demarmels, Head of Continental Europe Client Solutions, IFM Investors​
4. AI as an Infrastructure. Led by Josh Roach, MD, SFO Collaborative
5. Demystification of Blockchain, Digital Assets & Tokenization in Private Markets. Led by Marc de Kloe, Managing Partner, Theta Capital Management

Location: Richemont, Lower Ground Floor

LP Only workshop

CAIA Workshop: TPA Implementation & Portfolio Management​

Led by: John L. Bowman, CFA, Chief Executive Officer and Board Member, CAIA Association

15 minutes presentation on research findings​

10 minutes interactive discussion amongst the tables led by LP speakers​

15 minutes Q&A and feedback​

5 minutes wrap up and conclusions

What do co-investments, secondaries, joint ventures, and NAV lending have in common? To some, they sound like complex investment vehicles - to CAIA Association, they represent the cutting-edge tools reshaping how asset owners build portfolios, aligning with more innovative approaches such as the Total Portfolio Approach. Gone are the days of relying solely on the binary choice between insourcing or outsourcing investment capabilities. Today’s institutional investors have a dynamic, customisable toolkit at their fingertips, empowering them to craft strategies that truly serve their stakeholders. Join us for this interactive discussion on the use cases, the struggles, and approaches to implementing these more complex and creative vehicles.

Location: Richemont, Lower Ground Floor

Lower Ground Floor

Chairperson's Opening Welcome: 

Gert Dijkstra, Former Board Member, APG Asset Management and Member of the Apex Invest Europe Advisory Committee

Welcome Address: Peter Hughes, CEO & Founder, Apex Group
 

• Economic outlook, interest rates, and their impact on allocations
• Where is capital flowing? Geopolitical risks and sectoral shifts
• Managing risk in the current environment.

Olivier Rousseau, Former Co-CEO, Fonds de Réserve pour les Retraites & Former Chair, Investment Board, Pension Fund of Georgia

• Managing risk and crystal ball gazing in a volatile world
• Returns; distributions and public vs private
• The balance between traditional buyouts, secondaries, and private credit
• Co-investments and direct investments a growing preference? 

Moderator: John L. Bowman, CFA, Chief Executive Officer and Board Member, CAIA Association 

Carlo Farina, Real Assets Portfolio Manager, CERN Pension Fund

Ju Hui Lee, Chief, Financial Risk and Performance, United Nations Joint Staff Pension Fund (UNJSPF)

Anthony Bassili, President, Coinbase Asset Management

Luba Nikulina, Chief Strategy Officer, IFM Investors

• Operational expertise vs. financial engineering what creates real value?
• Mid-market vs. large buyouts where are LPs sweet spot?
• The impact of AI and digital transformation on the industry 

Moderator:  Olivier Rousseau, Former Co-CEO, Fonds de Réserve pour les Retraites & Former Chair, Investment Board, Pension Fund of Georgia

Rune Jepsen, Head of Europe, QIC

Philippe Poggioli, Managing Partner, Access Capital Partners

Matthew Nordgren, Managing Partner, Arcadian Capital Partners

• How are LPs viewing private capital opportunities?
• How are pension funds and insurers integrating private debt?
• Distressed debt, NAV lending, and direct lending what's next?

Moderator: 

Matthias Knab, CEO, Opalesque

You-Ha Hyn, Principal, Head of Private Debt, Perpetual Investors

Matthias Kirchgässner, Managing Partner, Plexus Research

Mary D'Souza, CIO, Misha Investments

Moderator: Divya Tandon, Chief Investment Officer, Tandon Family Office & Managing Partner, SJI Properties

Steven Michael, Principal, Banyan Family Office

Ray Lewis, NFL Hall of Famer, 2x Super Bowl Champion with the Baltimore Ravens and Motivational Speaker

Samuel Ing, President, Inggroups

William Martinez, Senior Vice President, Apex Group​

Sam Nallen Copley, Portfolio Specialist, Peleh Advisors

Moderator: Shirley Hon, Principal, Globoconsult LLC & Co-Founder, United Women’s Sports NIL Agency & Member of the Apex Invest Europe Advisory Committee​

Mike Buckley, 2x World Champion Sailor, Co-Owner & CEO, U.S. SailGP Team

Raphaël Berger, CEO, Win Group & Former CEO, Hockey Club Fribourg-Gottéron SA and former professional hockey player

Ray Lewis, NFL Hall of Famer, 2x Super Bowl Champion with the Baltimore Ravens and Motivational Speaker

Content Summary & Wrap Up​

Gert Dijkstra, Former Board Member, APG Asset Management and Member of the Apex Invest Europe Advisory Committee​

Women’s Accelerator Program Workshop:  Setting Boundaries To Thrive Sustainably​

Location: Alpha & Beta Rooms, Lower Ground Floor

Led by: Lakshmi Woodings, Head of CSR, Apex Group

Laura Merlini, CAIA, CIFD, Managing Director EMEA, CAIA Association

Divya Tandon, Chief Investment Officer, Tandon Family Office & Managing Partner, SJI Properties

Shirley Hon, Principal, Globoconsult LLC & Co-Founder, United Women’s Sports NIL Agency & Member of the Apex Invest Europe Advisory Committee​
 

And 

Gateway to Europe: Setting Up Funds In Different Jurisdictions – Regulatory, Legal and Other Considerations

Location: Gamma Room, Lower Ground Floor

Led by: Dr Bhaskar Dasgupta, Chairman of the Board & Non‑ Executive Director Apex UAE, Bahrain, Israel & India Boards, Apex Group

Dr Gerd Sapiano, Deputy Head, Strategy Policy & Innovation, MFSA

John Bohan, Co-Founder & Head of Business Development, Apex Group

Arnaud Gérard, MD, FundRock Distribution

Manager: Allocator meetings. Each meeting has a 30 minute slot. 

Location: Olypique-Delamuraz-Ursinof

Meet in the hotel lobby at 6:15 PM

with special guest speaker: Ray Lewis, NFL Hall of Famer, 2x Super Bowl Champion with the Baltimore Ravens and Motivational Speaker

Attendance available for $1,500 donation per person. All proceeds to go to the Apex Foundation. Enabling positive change by raising and distributing funds to meaningful causes

Morning Coffee

Iota-Omega-Sigma- Epsylon, Lower Ground Floor

Digesting Day 1’s content and making your predictions for the future.

with polling

Marcus Simpson, Former Head of Global Private Equity, QIC & Founder, PMGS Global

Vivi Papassouli, Senior Head of Unit, European Investment Fund

 

• The great divide – how do retail investors evaluate and access opportunities?
• How does the industry need to adapt?
• Education and tools needed to bridge the gap

Moderator: James Burron, Founding Partner, CAASA

Emmanuel Pitsilis, Global Head, PCAAM

Bijan Foroodian, Advisor, G2 Foroodian Family Office

Marcus Simpson, Former Head of Global Private Equity, QIC & Director, PMGS Global

 

Marko Nanut Petric, Advisor, Bank for International Settlements Innovation Hub

Moderator: 

Mina Lu, CEO, Victoria's Voice Foundation & Co-Founder, SFO Collaborative

Gert Dijkstra, Former Board Member, APG Asset Management and Member of the Apex Invest Europe Advisory Committee

Jörg Dockendorf, Managing Director, ALMA Packaging Group​

Maria Merry de Val, Director, ESG & Responsible Investing, Holtara
 

How To Regenerate The Brain For Longevity And Health

Dr Kyle Daigle, Co-Owner, NeuroSolution & Chief Medical Officer, SNA Technologies
 

Grab a coffee and join one of the discussion roundtables starting at 11:50am
 

1. Understanding key growth drivers for alternatives in the wealth space: Emmanuel Pitsilis, Global Head, PCAAM
2. Real Estate – How Family Offices Invest in Real Estate: Rainer Schorr, Founder & Chairman, PRS Family Trust & Standard Land
3. Tokenisation and digitalisation in finance: Marko Nanut Petric, Advisor, Bank for International Settlements Innovation Hub
4. Enlightened Entrepreneurship Needing Enlightened Investors: Gert Dijkstra, Former Board Member, APG Asset Management and Member of the Apex Invest Europe Advisory Committee
5. Investing in a Net-Zero World – The Future of Infrastructure & Energy: Samuel Ing, President, Inggroups
6. The role of secondaries and evergreen funds in the modern portfolio: James Burron, Founding Partner, CAASA
7. From Capital to Impact: How the EIF Catalyzes Innovation Across Europe:  Vivi Papsouli, Senior Head of Unit, European Investment Fund

• European innovation landscape vs. global markets
• Humanity, Harm Reduction & Responsibility

Moderator: Josh Roach, MD, SFO Collaborative

Matt Westbrook, Founder, AppTech Minerals

Brian O'Connor, Senior Investment Director, Ireland Strategic Investment Fund

Christopher Rogers, Partner, Knollwood Investment Advisory

Marcus Simpson, Former Head of Global Private Equity, QIC & Director, PMGS Global​

Summary of Content & Wrap-Up of Morning sessions

Workshop | Board-Ready AI Literacy: What Do Board Members And C-suite Leaders Actually Need To Know About AI?​

• What AI is — and is not — in the investment and governance context.​
• Myths vs. facts: avoiding hype-driven misallocation of capital.​
• Practical frameworks: “How to assess an AI pitch in 5 questions.”​

​Location: Alpha & Beta Rooms, Lower Ground Floor

Dr Bhaskar Dasgupta, Chairman of the Board & Non‑ Executive Director Apex UAE, Bahrain, Israel & India Boards, Apex Group​

Helen Wang, Chief AI & Data Science Officer, Apex Group​

Gert Dijkstra, Former Board Member, APG Asset Management and Member of the Apex Invest Europe Advisory Committee​

Josh Roach, Managing Director, SFO Collaborative​

Matt Westbrook, Founder, AppTech Minerals

Location: Ground Floor - Olypique-Delamuraz-Ursinof & Rotonde

One for the road!

Location: Lobby Bar