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.

Moderator: Lana Callahan, Managing Director of Investor Relations, Apex Invest
Guest Speakers: 

• Aaron Knapik, Managing Director, Somerston Group
• Matt Nordgren, Founder, Arcadian Capital; Apex Invest Advisory Board Member
• Brian Skerry, Managing Director, Raptor Group

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.

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.

Master of Ceremonies: Georges Archibald, Chief Commercial Officer, Apex Group Ltd.

Apex Group Ltd. CCO Georges Archibald welcomes Adam Sansiveri to the stage to welcome our guests to Nashville

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.

Guest Speaker: Roosevelt Bowman, Senior Investment Strategist at Alliance Bernstein

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
• Doug Philippone, Co-Founder & General Partner of Snowpoint Ventures and Senior Defense Advisor at Palantir Technologies

Join 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 

• Aaron Knapik, CFO at Trans Pacific Network, Managing Director at Somerston Group, CIO & Portfolio Manager at Somerston Innovation Fund II
• Cary Levine, Family Office Principal and AI Entrepreneur & CTO, Levine Family Office (dba AX Global Ventures)

2) Private Credit: Trends, Structures, and Strategy

• Peter Rafferty, Senior Investment Officer, West Virginia Investment Management Board

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

• Gary Campbell, Managing Director, SGG World
• Natalia Sokolova, Co-Founder, SGG World / Verda Family Office

4) Securing Energy Futures: Strategy, Stability, and Transition

• Daniel Rajesh, Managing Director, Sayris Capital

5) Strategic Real Estate Allocation: Capital Deployment in a Dislocated Market 

• Natalia Michael, Co-Founder, Banyan Family Office

6) Tokenization: Infrastructure or Hype?

7) Strategic Critical Minerals: Strengthening U.S. Supply Chains 

• Kevin Ernst, Managing Director, Kingswood U.S.

8) Philanthropy in Modern Business 

• Sean Covelski, Senior Vice President, Stand Up to Cancer
• Jane Hanson, Former NBC Anchor, Media & Presentation Coach

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

12:30 - 1:30 Breakout Session: Scaling Digital Assets, Tokenized Feeders, Secondaries & Beyond

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 - 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: 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: 

• Anmol Goel, CEO & Investor for GACS Multi-Family Office, Arya VC & Gacsym Ventures, & Advisor
• Cary Levine, Family Office Principal and AI Entrepreneur & CTO, Levine Family Office (dba AX Global Ventures)

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 speakers Cary Levine and Anmol Goel, offering investors a roadmap to understand the risks, rewards, and long-term competitive advantages emerging in the AI era.

Moderator: Charles Abraham, Partner, Forvis Mazars

Guest Speaker: Matt Nordgren, Founder, Arcadian Capital

Moderator: TBD

Panelists: TBD

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 Southern Morning 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.

Speaker: David Morrissey, Country Head - Ireland, FundBank

Moderator: David Allen, CFA, Principal, Fractional Path Partners

Speakers:

• Aaron Manoucheri, COO and Co-Founder, Manoucheri Brothers LLC
• Steven Michael, Principal, Banyan Family Office
• JD Singh M.D., Chairman, Singh Family Office
• Divya Tandon, CIO, Tandon Family Office; Managing Partner, SJI Properties; Apex Invest Advisory Board

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

Panelists: 

• Adi Divgi, Founder & CIO, Divino Global Holdings
• Robert Joyce, CIO & CFO, The Lutheran Foundation for Long Term Living
• Brian Skerry, Managing Director, Raptor Group
   

Moderator: TBA
Guest Speakers: 

• Daniel Rajesh, Managing Director, Sayris Capital
• Par Lindstrom, CEO & CIO, i(x) Net Zero

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.

Moderator: Lindsey Sichel, Apex Invest Advisory Group Board Member

Guest Speakers: 

• Deepika Sharma, Head of Multi Asset Custom Solutions, Northern Trust
• Natalia Sokolova, Co-Founder, SGG World / Verda Family Office

Join Lindsey Sichel, Apex Invest Advisory Group Board Member, in conversation with Deepika Sharma, Head of Multi Asset Custom Solutions at Northern Trust and Natalia Sokolova, Co-Founder of SGG World / Verda Family Office 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.

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.

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

12:30 - 1:30 Breakout Session: Women's Accelerator Network - The Leadership Narrative 

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.

Breakout Session - 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?

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

Moderator: Josh Roach

VIP Guest Speaker: Chief Ken Stethem, Retired U.S Navy Seal & Senior EOD Technician

The #1 best-selling solo artist in US history with over 162 million albums sold, seven-time CMA Entertainer of the Year and Country Music Hall of Famer, will be joining us for an exclusive fireside chat with Lana Callahan, reflecting on an extraordinary career.

Get ready for an exclusive live performance from country music rising star, Annie Bosko.