Apex Invest Americas 2026

Details

• 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.

Details

• 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 .

Details

• 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

Details

• 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. Dr George C. Shapiro, MD, FACC, is a board-certified cardiologist with more than 35 years of experience in cardiovascular disease, regenerative medicine, and longevity science. A graduate of Columbia University College of Physicians and Surgeons, he has held academic appointments at Columbia University, NYU School of Medicine, and New York-Presbyterian Hospital. He is Chief Medical Officer and Board Member of ZeoScientifiX and Principal Investigator of REGEN-OS, an XPRIZE Healthspan Semifinalist initiative focused on engineering the biological operating system of aging. He is also a co-founder of Fountain Life and Executive Producer of the documentaries Longevity H

Details

• Speaker: Peter Boden, Senior Vice President, Apex Investment Advisory Discussion on what allocators expect in 2026, the common mistakes that stall fundraising, and where capital is or is not flowing in the short term.

Details

• 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.

Details

• Discuss today's market realities and the structuring, pacing, and positioning of funds.

Details

• What is Tokenization, its processes, and its benefits.

Details

• 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.

Details

• 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.

Details

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

Details

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

Details

• 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 weal

Details

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

Details

• 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

Details

• VIP Guest Speaker: Sadhguru , Yogi, Mystic, Visionary, Founder of Isha Foundation Sadhguru is among the most influential voices of our times. He is the recipient of three Presidential awards, including India's highest annual civilian award, the Padma Vibhushan. He is the only living Indian to have received awards from three different presidents. A New York Times bestselling author, Sadhguru is an acclaimed speaker adn an opinion-maker of international renown. He has been invited to speak at various global forums, leading educational institutions and major business organizations around the world including the World Economic Forum, United Nations Headquarters and the World Bank.

Details

• 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, Say

Details

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

Details

• 12:00-1:30 Networking Lunch 12:30 - 1:30 Breakout Session: Digital Credit - An LP Focused Masterclass 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 - Join Coinbase Asset Management for a lunch masterclass where digital investment experts will help LPs understand the next wave of digital credit through the use of digital assets and investment funds.

Details

• 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

Details

• Moderator: Charles Abraham, Partner, Forvis Mazars Guest Speaker: Matt Nordgren, Founder, Arcadian Capital

Details

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

Details

• Offsite Venue: Urban Cowboy Bar - 40 The Arcade, Nashville, TN 37219, United States

Details

• 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.

Details

• Speaker: David Morrissey , Country Head - Ireland, FundBank

Details

• 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

Details

• 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

Details

• Moderator: Mina Lu , CEO, Victoria's Voice Foundation 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.

Details

• CIO Perspectives — Where Capital is Moving Next Moderator: Lindsey Sichel , Apex Invest Advisory Group Board Member Speakers: Tena Clark , Founder/CEO of Dunaway Gardens, CEO/CCO of DMI Music & Media Deepika Sharma , Head of Multi-Asset Custom Solutions, Northern Trust Natalia Sokolova , Co-Founder, SGG World / Verda Family Office Join Lindsey Sichel for a candid, forward-looking discussion with leading CIOs and capital allocators on how institutional and family office portfolios are being repositioned in real time. As markets are reshaped by geopolitical shifts, technological disruption, and evolving liquidity dynamics, this panel will explore where sophisticated investors are deploying capital next—and why. From private credit and real assets to AI, defense tech, and differentiated alternatives, the conversation will unpack how top allocators are underwriting risk, sourcing opportunity, and constructing portfolios for resilience and long-term performance. Expect an unfiltered view in

Details

• Tokenization, co-investment networks and the secondaries - redefined.

Details

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

Details

• 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 yo

Details

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

Details

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

Details

• 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.

Details

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