After the exclusive investor-only gathering, the evening opens to all Apex Invest Nashville attendees. Enjoy cocktails, hors d’oeuvres, and live music as we officially kick off the conference - a lively setting to connect with peers, partners, and new friends.
 

This private evening brings together family offices, pensions, endowments, and private banks for a VIP kickoff to Apex Invest Nashville. Against the backdrop of Nashville’s charm, investors will enjoy curated experiences, exceptional hospitality, and the opportunity to connect in conversations with peers in an exclusive, press-free setting.

Welcome Remarks & Launch of The Inner Circle
Lana Callahan, Managing Director of Investor Relations and Chairman of the Apex Invest Advisory Board, will open the program with welcome remarks and unveil The Inner Circle - a premier initiative uniting leading global allocators for collaboration, shared insights, and privileged access. Members gain direct access to private deals, exclusive invitation-only events, and a preferred rate with Apex Group’s full suite of value-add products, preferred rates with our partners.

Keynote with Dr. George C. Shapiro, a leader in cardiovascular medicine and longevity innovation. As Chief Innovation & Business Officer at Fountain Life, he oversees groundbreaking programs that combine advanced diagnostics, AI-driven insights, and precision health strategies to extend health span and optimize performance.

Fountain Life - the world’s most advanced longevity experience, exclusively powered by AI - was founded by Tony Robbins, Dr. George Shapiro, Dr. William Kapp, Dr. Peter Diamandis and Dr. Robert Hariri. Together with Dr. Shapiro, these visionary partners are reshaping preventive health and creating a new model for proactive, data-driven medicine that is redefining what’s possible in human longevity.

This session explores the concept of Conscious Capital and how values, purpose, and legacy are shaping investment decisions among the next generation of wealth holders. UBS research suggests that up to 90% of heirs who inherit substantial wealth ultimately change their financial advisors once they assume control of those assets. In addition, nearly 70% of women inheritors are expected to change their advisors, underscoring how profoundly wealth transfer will reshape client relationships and the investment ecosystem.

With Divya Tandon moderating, this conversation will highlight how second-generation wealth holders are redefining the advisor–client dynamic, how women and other inheritors are demanding new standards of engagement, and how purpose-driven capital is poised to transform markets in the decades ahead.

Moderator: Divya Tandon, CIO, Tandon Family Office; Managing Partner, SJI Properties; Apex Invest Advisory Board
Guest Speaker: TBD

Following the keynote and speaker sessions, investors will enjoy 70 minutes of dedicated networking, accompanied by cocktails, live music, curated hors d’oeuvres, and an intimate setting designed to foster meaningful connections and conversations.

After the exclusive investor-only gathering, the evening opens to all Apex Invest Nashville attendees. Enjoy cocktails, hors d’oeuvres, and live music as we officially kick off the conference - a lively setting to connect with peers, partners, and new friends.

Start your morning with a fresh, healthy breakfast buffet served in our luxury ballroom. Attendees are welcome to grab a selection at their leisure and enjoy a relaxed setting designed for both comfort and casual conversation before the day’s sessions begin.

Lana Callahan, Managing Director of Investor Relations, Apex will welcome our Master of Ceremonies: TBA

Nicholas Longano takes the stage for a live walk-through of ApexInvest.io, showcasing smart matching, scheduling, diligence tools, and analytics that turn conversations into allocations—plus new workflows for co-investments, curated deal flow, secondaries, data rooms and tokenization.

Jamie Biddle, CEO of Still Pond Capital, Executive Chairman of Verdis Capital Management              

10th Generation, G10, duPont Family Office

We are honored to welcome Jamie Biddle, CEO of Still Pond Capital and Executive Chairman of Verdis Investment Management, a single-family office stewarding the capital of multiple generations of the duPont family.

In this keynote, Jamie will share the philosophy and practice behind multi-generational investing — how legacy shapes long-term decision-making, and why family offices approach capital allocation differently from traditional institutions. He will reflect on his own journey, from his early career in venture capital to building Verdis from the ground up, and how lessons drawn from both history and personal experience inform Verdis’ investment strategies today.

This keynote will provide unique insight into the mindset of family offices, offering valuable perspective for allocators, asset managers, and anyone seeking to understand how long-term wealth is managed with purpose, precision, and foresight.

Moderator: Aaron Knapik, CFO at Trans Pacific Network, Managing Director at Somerston Group, CIO & Portfolio Manager at Somerston Innovation Fund II.

Panelists: 

• Doug Philippone, Co-Founder & General Partner of Snowpoint Ventures and Senior Defense Advisor at Palantir Technologies
• Tom Gillespie, Partner and Head of the Alliance Fund at Geodesic Capital.

Moderator: Guy Pinkman, Two-Time Presidential Appointee, PBGC Advisory Committee at the Pension Benefit Guaranty Corporation; Chair of the Board, Lincoln Police and Fire Pension; Senior Relationship Manager, Waycross Partners; Apex Invest Advisory Board Member 
Guest Speakers: 

• Cary Levine, Managing Director & General Partner at AX Global Ventures & Private Equity
• Anmol Goel, CEO & Investor for GACS Multi-Family Office, Arya VC & Gacsym Ventures, & Advisor

Artificial intelligence is reshaping industries at unprecedented speed, but behind the headlines lies the real investment story: the infrastructure, data, and strategic moats powering the buildout. This fireside chat will explore where capital is flowing in the AI ecosystem — from semiconductors and energy to data centers, connectivity, and proprietary datasets — and what it means for allocators seeking sustainable opportunities.

Moderator Guy Pinkman will lead a forward-looking discussion with a distinguished guest speaker Cary Levine, offering investors a roadmap to understand the risks, rewards, and long-term competitive advantages emerging in the AI era.

Join ten concurrent, allocator-led roundtables for candid, small-group discussions. These intimate sessions provide a unique opportunity to exchange perspectives, share best practices, and explore global investment opportunities directly with leading allocators.

1) AI as an Asset Class: Where Capital is Actually Deploying Right Now - led by Cary Levine, Managing Director at AX Global Ventures & Private Equity and Aaron Knapik, CFO at Trans Pacific Network, Managing Director at Somerston Group, CIO & Portfolio Manager at Somerston Innovation Fund II

2) The Unbanked Middle Market: Where Proprietary Deals Still Exist

3) Investing in Defense Technology: Dual‑Use, Diligence & the Deal Flow

4) Due Diligence in the Age of AI: Faster, Smarter, or Riskier

5) Climate Capital: Returns, Regulation, and the Energy Transition

6) Family Office in Transition: Governance, Legacy, and the Next Generation

7) Real Assets in a Real World: Infrastructure, Energy, and Inflation Protection

8) Tokenization: Infrastructure or Hype?

9) Backing Emerging Managers: The Edge of Smaller, Earlier Allocations

10) Where Capital is Moving Next: Global Opportunities in the New Cycle
 

Thirty‑minute meetings 11:00, 11:30. Booked via ApexInvest.io; allocators go to manager suites.

Enjoy a relaxed 90 minute networking lunch with fellow attendees in our luxury ballroom. This is an open opportunity to expand global relationships, exchange knowledge, and discuss investment opportunities at your own pace.

As digital assets mature, institutional investors are demanding more efficient structures, greater liquidity, and operational scale. This session will explore the rise of tokenized feeder funds, the evolving market for secondaries in digital assets, and the infrastructure required to support institutional adoption.

Attendees will gain insight into how tokenization is reshaping fund operations, creating new pathways for LP access, and unlocking efficiencies across the investment lifecycle.

Moderator: TBD

Panelists: TBD

Moderator: Charles Abraham, Partner at Forvis Mazars

Guest Speaker: TBA

Moderator: Lindsey Sichel, Apex Invest Advisory Group Board Member

VIP Speaker: Deepika Sharma, Head of Multi Asset Custom Solutions at Northern Trust

Join Lindsey Sichel, Apex Invest Advisory Group Board Member, in conversation with Deepika Sharma, Head of Multi Asset Custom Solutions at Northern Trust, for a candid discussion on how manager due diligence is evolving.

From shifting market cycles and regulatory scrutiny to the growing importance of ESG, data, and technology, the landscape of manager selection is undergoing rapid change. This fireside chat will explore what allocators are prioritizing today, how institutional frameworks are adapting, and where the future of manager selection is headed.

Expect a forward-looking conversation with practical takeaways for allocators, GPs, and family offices navigating the next era of investing.

Thirty‑minute meetings on 3:30, 4:00, 4:30, 5:00, 5:30. Booked via Apex Invest Platform - allocators go to manager suites.

Offsite Venue: Urban Cowboy Bar - 1603 Woodland St, Nashville TN, 37206

Ease into day two with Smoky Mountain Start - a fresh, healthy breakfast buffet served in our luxury ballroom. Drop in at your own pace to build a plate, sip coffee, and enjoy relaxed conversation before the morning sessions begin.

Moderator: TBA

Guest Speakers: TBA

Moderator: Peter Rafferty, Senior Investment Officer of West Virginia Investment Management Board, Apex Invest Advisory Board Member

Panelists: 

• Robert Joyce, CIO/CFO at The Lutheran Foundation for Long Term Living
• Brian Skerry, Managing Director at Raptor Group
   

More Panelists: TBD

Moderator: TBA
Guest Speaker: Daniel Rajesh, Founder and Managing Director of Sayris Capital

This fireside chat will explore the intersection of global capital, energy infrastructure, and technological innovation. Drawing on Daniel’s experience working closely with governments across Asia and advising on large-scale investments, the conversation will examine the growing energy demands driven by AI and data centers, emerging breakthroughs in hydrogen technology that are reshaping cost structures, and how geopolitical dynamics are influencing where and how next-generation infrastructure is built. The discussion will also touch on investment opportunities across robotics, space, and advanced energy systems, and what these shifts mean for the next decade of global growth.

One-on-one thirty‑minute meetings 10:30, 11:00, 11:30, 12:00.  Booked via ApexInvest.io; allocators go to manager suites.

Join us for our Bluegrass Networking Lunch in the ballroom. It’s open seating with a Southern-inspired buffet - no formal program - so grab a plate, find your people, and keep those great conversations rolling. We’ll reconvene for the next session right after lunch.

As we move into more senior leadership roles, the riles of progression quietly begin to change. At this level, it's no longer just about what you deliver, it's about how your leadership is understood, interpreted, and talked about when you're not in the room. 

Because here's the reality, most next-level opportunities are discussed before they're announced. And the way your name shows up in those conversations often has less to do with your capability, and more to do with the leadership narrative associated with you. 

So today, we're going to focus on something we rarely talk about, the story that exists about you inside your organization:

• What are you known for?
• What are you trusted with?
• And are you associated with execution or direction?

Moderator: Peter Boden, Senior Vice President of Apex Investment Advisory

Guest Speaker: TBA

Thirty‑minute meetings 1:30, 2:00, 2:30, 3:00.  Booked via Apex Invest.io; investors go to manager suites.

Moderator: Matt Nordgren, Partner at Arcadian Capital, Apex Invest Advisory Board

Speakers: TBA

Once coastal, now central. This session explores how film and entertainment production - and the capital behind it - have migrated to Nashville and Texas. With celebrity perspectives and investor lenses, we’ll cover the new studio ecosystem, incentives, infrastructure, and where equity and revenue share deals are getting done. What’s hype, what’s durable, and where are the next greenlights?

Four managers deliver five‑minute pitches followed by judges’ Q&A, audience vote, and an on‑stage award.

Moderator: David Allen, CFA Institute
Investor Judges: Apex Invest Advisory Board
 

Special guest (TBA)