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An Investor’s Guide to the Future of Healthcare Economics

Jo Natauri, Founder & Managing Partner, Invidia Capital Management
Benny Soffer, Founder & CIO, Sky Life Sciences Capital

Healthcare spending now represents almost 20% of U.S. GDP and is growing faster than the broader economy every year. This panel will explore where technology and innovation are creating durable investment value across the healthcare ecosystem, beyond the breakthrough science. Panelists will examine AI's role as a cost-reduction tool inside healthcare businesses, the structural shift in care delivery away from hospitals, and the regulatory forces reshaping how the industry operates and gets paid. The conversation will also address the stalled exit environment for non-biotech healthcare assets and the collapse of the physician rollup model.

Assessing Opportunity and Risk along the AI Value Chain

John Alli, Portfolio Manager, Caravela Energy Partners
Neil Kamath, Co-Founder & Managing Partner, Vanara Capital
Neil Nathani, Managing Partner & Portfolio Manager, Totem Point Management
Kenny Zhang, CIO, Valliance Long Short Fund

From power grids to humanoid robots, the AI investment opportunity spans an unusually wide value chain — and investors often disagree about where the best returns lie. This panel will examine the most compelling investment themes right now at the AI infrastructure layer and within emerging applications, how the energy bottleneck will affect data center economics, and the possible outcomes of the US-China competition for AI dominance. Panelists will also assess how this compute cycle compares to prior ones and how to evaluate regulatory risk in an era of fast-changing government policy.

Private Equity Outlook 2026: The Modern Buyout from Entry to Exit

Vijay Palkar, Founding Partner, Dextra Partners
David Tayeh, Co-Founder & Managing Partner, Tayeh Capital Group
Roger Vincent, Founder & CIO, Summation Capital
Jeremy Weisberg, Managing Partner, A&M Capital Secondaries

While buyouts remain the core of the Private Equity industry, a significant shift in the landscape is underway. How much of this is cyclical and how much is a structural change and here to stay? This panel will explore the new value creation playbook and liquidity options from the perspective of the GP as well as the evolving landscape of LP options to access the asset class. The panelists represent three very different but tightly intertwined strategies all providing exposure to the buyout market.

Identifying “Uncorrelated and Downside-Protected” in Private Credit Today

Danielle Brown, General Partner & CEO, Altriarch
Nicole Musicco, Co-Founder & Managing Partner, Square Nine Capital

Private Credit has never been more visible, or more controversial. Fraud cases, interval fund pressures, and the retreat of major players from asset-based lending are generating noise that may obscure a compelling opportunity: for specialized managers, the current dislocation is producing some of the best deal flow in years. This panel will examine what the First Brands fallout and Apollo's exit from key segments signal about the health of private credit, how the $500 billion maturity wall due 2027–2029 affects opportunity sets in the market, and whether COVID-vintage PE deals represent stress or a boon for lenders. Panelists operate across lender finance and middle market lending, offering a ground-level view of market dynamics in two important Private Credit sub-sectors today.

The Great Rewiring: How AI Will Drive Productivity Across Industries

Chris Kelly, Co-Founding General Partner, Stackpoint Ventures
Josh Litwack, CEO & Co-Founder, Quantizr

AI has attracted more venture capital in two years than any sector in history, yet the distribution of future returns will be far narrower than today's headlines suggest. Panelists in this session will argue that while the current cycle has produced an extraordinary concentration of capital and talent at the foundation model and infrastructure layer, most of the lasting value from this cycle will be created by industry-specific applications, where proprietary data, regulated workflows, and deep customer relationships form moats that commoditizing model performance cannot erode.

Shifting Ground: Assessing Commodity and Trade Risk in a Divided World

Bong Choi, Partner, Mount Ocean Partners
Ashley Dodd-Noble, Deputy CIO & Portfolio Manager, DG Partners
Casey Dwyer, Co-Founder & Managing Partner, Lattis Management
Miguel Ferreira, Managing Partner & CIO, Caravela Partners

Geopolitical conflicts are buffetting global commerce in real time, threatening dire energy shortages and economic downturn. This panel will examine how the ongoing conflict in Iran is introducing fresh volatility across energy markets, shipping lanes, and currencies — and what broader instability, from the Strait of Hormuz to the South China Sea, means for supply chain resilience and global growth over the longer term. Panelists will bring together the physical, financial, and logistical dimensions of commodity and trade risk, offering a 360-degree view of investing and operating in an era of fracture.

The Transformational Promise of Engineered Biology

Jeff Huber, General Partner, Triatomic Capital
Stefan Vitorovic, Co-Founder & Managing Director, Juvia Group

This panel explores how AI and biological data are reshaping the development and delivery of diagnostics and therapeutics — from advances against previously undruggable targets to autonomous scientific tools beginning to compress R&D timelines. The conversation will address the manufacturing and chemistry infrastructure underpinning this transformation and the valuation discipline required when clinical proof still lags technological promise. Against that backdrop, the panel will also examine the forces reshaping the competitive landscape, including regulatory uncertainty under an evolving FDA framework and the accelerating rise of Chinese bioengineering capacity.

2026 Expert Discussions