SuperReturn Family Office US West 2026
A focused SuperReturn forum for family offices considering fund commitments, direct investments and co-investment opportunities.
About this event
SuperReturn Family Office US West is a private-markets conference in Los Angeles for family offices, high-net-worth investors and wealth managers. The programme focuses on venture capital, co-investments and secondaries, combining practitioner-led sessions with structured networking among investors, fund managers and advisers. It is designed to help participants compare market views, examine investment and operating questions, and develop relevant relationships within the part of private markets covered by the event.
Source: organiser materialsAgenda
Tuesday, 15 September 202619 sessions
Registration and welcome coffee
SFO networking breakfast
Details
- PRE-REGISTRATION REQUIRED
Chair’s opening remarks
Speakers
- Lu ZhouFounder and President · VANQUOUR
Navigating capital in a fractured world: geopolitics and the new private market imperative
Speakers
- Vladimir BožovićPresident · Society of Foreign Consuls in New York
Details
- This keynote address maps the critical shifts reordering global markets, from the weaponization of supply chains to the structural realities of a higher-for-longer commodity environment.
The impact of geopolitical events on wealth management strategies
Speakers
- Colette K. YoungFounder & Chief Executive Officer · Welara
- Lu ZhouFounder and President · VANQUOUR
Details
- Keynote address followed by a panel discussion
- Exploring how global conflicts, such as the Russia-Ukraine war and MENA region tensions, are reshaping investment strategies. Discussing the implications of rising oil and LNG prices, supply chain risks, and the growing interest in defense and infrastructure investments, including underground data centers.
Expanding access to private markets: innovations and strategies
Speakers
- Neesa Patel SoodPartner, Registered Funds · Simpson Thacher & Bartlett LLP
- Shawn KhazzamManaging Director, Global Head of Wealth · Apax Partners
- Elizabeth GoodrichCo-Head of Private Investments · Cercano Management
- John SargentPrivate Advisor, Managing Director · Rockefeller Capital Management
Details
- Discussion on how AI technology, regulation, and partnerships are enabling greater access to private markets for private wealth clients. Exploring solution for private wealth clients for overcoming barriers to entry. High public market valuations and more sensitivity to geopolitical risks vs. opportunities/risks in private markets without market-to-market.
Morning coffee and networking break
The role of private markets in diversifying portfolios
Speakers
- Anna N'Jie KonteCEO & Founder · Poder Wealth Advisors LLC
- Franziska MajerFounding Partner · FM. Ventures
Details
- Honest views on the benefits and risks of early-stage investing in the tech space and how radical diversification (150+ investments) combined with a top-tier co-investment network turns a high-risk asset class into a resilient, uncorrelated portfolio building block, even amid macro and geopolitical uncertainty.
Due diligence, risk and valuation
Speakers
- Alex TishakovExecutive Director, Head of MENA · Signet Global
Details
- PRE-REGISTRATION REQUIRED
- Manager selection in a high-dispersion environment: identifying top-quartile managers as return dispersion widens. Valuation transparency: how GPs are communicating valuations of private companies to private wealth selectors. Risk management and liquidity planning: addressing the inherent illiquidity of private markets and setting up redemption mechanics.
- Run under Chatham House Rule. To register, please contact: maya.marek@informa.com
AI integration in private wealth: opportunities and risks
Details
- Delving into the transformative role of AI in private wealth management. Discussing agentic AI for investment workflows, responsible AI governance, and the societal impact of AI on workforce displacement. Addressing how investors can adapt to and capitalize on AI-driven/sourced opportunities.
Secondaries market: unlocking value in private wealth
Speakers
- Ava MallinManaging Director · Ardian
- Rahul VarshneyaExecutive Director, Private Wealth Advisor · Morgan Stanley Private Wealth Management
- Jonathan McEvoyManaging Director, Private Wealth · Coller Capital
Details
- Examining the rise of the secondaries market as a lucrative opportunity for private wealth investors. Discussing valuation challenges, pricing trends, shareholder risks and how secondaries can offer attractive entry points during market downturns.
Lunch and networking break
The liquidity paradox: testing the resilience of evergreen vehicles
Speakers
- Justin ArasinSenior Managing Director · Hines Private Wealth Solutions
- Lara MagnusenManaging Director, Private Wealth Manager; Senior Portfolio Manager · Merrill Private Wealth Management
- Carl LudwigsonManaging Director · Bel Air Investment Advisors
Details
- Examining the recent spike in redemption pressure within private credit and how managers are balancing cash needs without eroding portfolio quality. How are high-net-worth investors and family offices reacting to "gated" funds? Is the perceived liquidity of evergreen structures a marketing benefit or a systemic risk? Are sophisticated LPs returning to the traditional closed-end buyout funds? Duration vs. yield: debating the merits of the 10-year life structure as a safeguard against market volatility compared to the operational complexity of perpetual vehicles.
Innovative structures in alternative investments
Speakers
- Stephanie DavisManaging Director, Head of Private Wealth Alternatives · J.P. Morgan Asset Management
- Isaiah PaulPortfolio Manager · Empirical Wealth Management
Details
- Sharing insights into the latest solutions and structures in alternative investments tailored for private wealth clients. Comparing fund structures: direct investments vs. pooled funds. Exploring key consideration when structuring alternatives for tax efficiency/liquidity and risk. Infrastructure funds vs. real estate funds: comparing and contrasting.
Real-world applications of alternative investment structures
Speakers
- Alex TishakovExecutive Director, Head of MENA · Signet Global
Details
- Exploring successful implementations of alternative investment strategies: distressed debt and special situations.
Afternoon refreshments and networking break
The strategic edge: a financial case for brand-aligned investing
Speakers
- Soraya DarabiFounder and General Partner · TMV
- Rishi ReddyManaging Director, Head of Venture and Growth · Tarsadia
Details
- Discussing the financial power of brand-aligned investing, based on firsthand experience. Exploring how category expertise provides an information edge and how distribution advantages can rapidly accelerate growth. This fireside chat explains why top VCs value partners who bring genuine strategic leverage to a company’s cap table.
Future trends in portfolio construction
Speakers
- Tom StantonManaging Director and Head of Private Wealth · Patient Square Capital
- Timothy RingelsteinPrincipal · Cerity Partners
Details
- Exploring emerging trends and technologies shaping portfolio strategies. Sharing insights into how wealth managers are adapting to new market dynamics. Unlocking strategies for integrating alternatives into traditional portfolios and constructing portfolios that balance risk.
Chair’s closing remarks
Speakers
- Lu ZhouFounder and President · VANQUOUR
Organiser-published speakers
Featured speakers
Who attends
- 100LPs
- 120GPs
Event location
Four Seasons Hotel Los Angeles at Beverly Hills
300 S Doheny DrCA
Los Angeles
90048
United StatesView venue details