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.

Apex Diamond Circle Access:
George C. Shapiro, MD, FACC
Chief Innovation & Business Officer, Fountain Life

Dr. George C. Shapiro, a leader in cardiovascular medicine and longevity innovation, will deliver the keynote address. 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 healthspan 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.

Moderator: Divya Tandon, CIO, Tandon Family Office; Managing Partner, SJI Properties; Apex Invest Advisory Board
Guest Speaker: Varun Soni, Dean of Religious Life at the University of Southern California, Second Generation Family Office

This session explores the concept of Spiritual 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.

Varun Soni Bio:

Varun Soni is the Dean of Religious Life at the University of Southern California, where he also served as the inaugural vice provost of campus wellness and crisis intervention, and where he currently teaches courses in the Marshall School of Business, the Chan Division of Occupational Science and Occupation Therapy, and the Dornsife College of Letters, Arts, and Sciences. He is the first and only Hindu in American history to serve as the chief spiritual leader of a college or university. Prior to his role at the University of Southern California, he spent four years teaching courses in the Law and Society Program at the University of California, Santa Barbara.

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: James Burron

We are delighted to welcome James Burron as our Master of Ceremonies. James is the Co-Founder and President of the Canadian Association of Alternative Strategies & Assets (CAASA), one of the fastest-growing alternative investment associations globally. With decades of experience across hedge funds, private equity, venture capital, and family office engagement, James brings a unique blend of industry insight and energy to the stage.

Known for his ability to connect people and ideas, James will guide us through the program, ensuring a seamless flow of discussions, panels, and keynotes — while keeping the atmosphere engaging, dynamic, and memorable.

Nicholas Longano takes the stage for a live walk-through of Apex 3.0, 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 Verdis Investment Management                  

10th Generation, G10,  DuPont Family Office

We are honored to welcome Jamie Biddle, Founding Partner and CEO 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.

Jamie Biddle

Founding Partner and Chief Executive Officer

Jamie Biddle is the founding partner and CEO of Verdis Investment Management. He sets the strategic direction of the family office and oversees investment activities, operations and finance. Jamie is behind portfolio construction, manager sourcing and selection, due diligence and risk management. Jamie is an active member of the Investment Committee.

Jamie brings more than two decades of investing and operating experience, across asset classes and industries. Prior to forming Verdis Investment Management in 2004, Jamie was President and CEO of Orcom Solutions. Orcom was an outsourced customer care and billing service for electric, gas and water utilities across North America. The company was originally purchased by a group of private equity firms (including the Blackstone Group and Thomas H. Lee Partners) led by Jamie and was sold to Alliance Data Systems (NYSE:ADS) in December 2003. Jamie began his career as a VC at EnerTech Capital Partners, funding technologies in energy and power.

He earned his Masters in Business Administration from the Wharton School of the University of Pennsylvania and a bachelor’s degree from the University of Pennsylvania.  Jamie is the President of Andalusia Foundation.

Josh Roach, Managing Director, SFO Collaborative, Apex Invest Advisory Board Member
VIP Speaker, to be released 

Join us for a dynamic conversation at the intersection of global politics and finance. Drawing on our special guest speaker's background in the intelligence community and experience with leading institutions such as Harvard and Stanford, exploring today’s most pressing geopolitical shifts and their impact on capital markets.

This session will provide allocators and managers with practical insights into:

How to interpret global events and anticipate their financial implications

Best practices for LPs and GPs in conducting due diligence in uncertain environments

Strategies to position portfolios against geopolitical and systemic risk

Expect a candid and thought-provoking dialogue on how investors can stay informed, agile, and resilient in today’s rapidly evolving world.

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

Panelists: Tom Gillespie, Partner and Head of the Alliance Fund at Geodesic Capital.

Additional Panelists TBD

Join Lindsey Sichel, Apex Invest Advisory Group Board Member, in conversation with Deepika Sharma, Global Head of Manager Selection for the Multi-Manager Platform at BlackRock, 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.

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- Artificial Intelligence and the Future of Capital Investment Opportunities

2-Unlocking Opportunity: Sourcing Unbanked Deals in the Lower-Middle Market

3-Search Funds: Pathways to Value Creation - What Are They and How To Access Them

4-Due Diligence in the Age of AI – Investment & Operational Insights

5-Climate Tech & Capital: Investing in a Changing World

6-Family Office Strategies: Building Legacy, Governance & Next-Gen Engagement

7-Global Real Assets: Infrastructure, Energy, and the Transition Economy

8-The Future of Tokenisation

9-Backing Emerging Managers: The Power of Smaller Checks & How to Handle Them Operationally

10-Global Investment Opportunities: Where’s the Next Big Play?
 

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.

Breakout Session: Scaling Digital Assets – Tokenised Feeders, Secondaries & Beyond
12:15–1:00 PM

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

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

Moderator and Panelists TBD.

Moderator: TBD

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 Speaker: TBD

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 (to be announced), offering investors a roadmap to understand the risks, rewards, and long-term competitive advantages emerging in the AI era.

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

Enjoy a true Nashville experience with curated Tennessee bourbon tastings paired with upscale BBQ stations. A celebrated pitmaster will be on hand to share recipes and signature BBQ sauces, while a bourbon ambassador guides you through exclusive tastings and the stories behind each pour. An evening of flavor, craft, and Southern hospitality.

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: Mina Lu, CEO, Victoria’s Voice Foundation, Apex Invest Advisory Board Member
Guest Speaker: Trump Administration Speaker (TBD)

This fireside chat will explore the evolving U.S. policy landscape and what it means for global investors. From tariffs and trade to the role of sovereign wealth funds and the direction of the next U.S. chapter, the discussion will provide candid insights into how policy decisions are likely to shape markets, capital flows, and international partnerships.

With Mina Lu guiding the conversation, attendees will gain valuable perspective from a senior voice of the Trump administration on where U.S. policy is headed — and how investors can position themselves in response.

Moderator: Peter Rafferty, Senior Investment Officer at West Virginia Investment Management Board, Apex Invest Advisory Board. 

Panelists: Robert Joyce,Chief Financial Officer & Chief Investment Officer atThe Lutheran Foundation for Long Term Living
 More Panelists: TBD

Moderator: Candice Beaumont, Chairman, Salsano Group. 

Speakers:  (TBA).

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

Join us for our Bluegrass Networking Luncheon 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.

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

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

Speakers: TBD

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)

Get ready for a true Nashville night! We’ll kick things off with our Honky-Tonk Showdown, featuring high-energy dueling pianos and a lively karaoke stage where you can belt out your favorite hits. Sing along, cheer on your colleagues and take the stage if you’re brave enough.  As the night builds, a surprise country artist will swing by to turn up the energy and make it an unforgettable Music City experience.