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Past event

SuperReturn Family Office US West 2026

A focused SuperReturn forum for family offices considering fund commitments, direct investments and co-investment opportunities.

Venture capitalCo-investmentsSecondaries

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 materials

Agenda

Source: organiser

Tuesday, 15 September 202619 sessions

  1. Registration and welcome coffee

  2. SFO networking breakfast

    Details

    • PRE-REGISTRATION REQUIRED
  3. Chair’s opening remarks

    Speakers

    • Lu ZhouFounder and President · VANQUOUR
  4. 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.
  5. 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.
  6. 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.
  7. Morning coffee and networking break

  8. 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.
  9. 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
  10. 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.
  11. 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.
  12. Lunch and networking break

  13. 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.
  14. 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.
  15. 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.
  16. Afternoon refreshments and networking break

  17. 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.
  18. 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.
  19. Chair’s closing remarks

    Speakers

    • Lu ZhouFounder and President · VANQUOUR

Organiser-published speakers

Featured speakers

Source: organiser public event page Retrieved:

NameSeniorityFirm / organisation
Ava MallinManaging DirectorArdian
Stephanie DavisManaging Director, Head of Private Wealth AlternativesJ.P. Morgan Asset Management
Anna N'Jie KonteCEO & FounderPoder Wealth Advisors LLC
Elizabeth GoodrichCo-Head of Private InvestmentsCercano Management
Colette K. YoungFounder & Chief Executive OfficerWelara
Timothy RingelsteinPrincipalCerity Partners

Who attends

  • 100LPs
  • 120GPs

Event location

Four Seasons Hotel Los Angeles at Beverly Hills

300 S Doheny Dr
CA
Los Angeles
90048
United States
View venue details

Preparation Templates.

Information source: Event facts and organiser-published details are based on public information last checked on . Dates, venue, availability and programmes can change; confirm them with the organiser before making plans.

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