Allocator One Alpha Summit '25 - Agenda
Morning Session
09:00 - 11:00
Alpha welcome: breakfast & collisions
networking
Arrival, registration, breakfast & networking
Let’s begin the day over coffee and breakfast, where familiar faces and new connections come together. A moment to ease in, exchange first hellos, and spark the conversations that will carry through the summit.
09:30 - 10:30
Breakfast session
Longevity breakfast
Over breakfast, this session explores longevity at the frontier - minus the hype. With clinical insight and operator–investor experience, Dr. Elisabeth Roider and Stefan Röhrig separate what’s truly investable today from passing trends, while sharing practical practices worth adopting along the way.
11:00 - 11:30
Alpha frame
The gaps, the opportunity & what ‘alpha’ means now
Anchored by the Alpha Report, this opening session sets the stage for why we are here: a gathering of those shaping markets in a period of unprecedented change. Drawing on global data and first-hand lessons from backing top emerging managers, the discussion maps where returns concentrate, where risks are mispriced, and how “alpha” must be defined in this cycle.
11:30 - 11:55
Alpha panel
AI reshaping capital allocation
As AI and frontier tech reprice business models, power across the stack is shifting fast - from distribution and data rights to integration depth and workflow control. This session unpacks how those shifts reshape venture: where moats endure, how capital design adapts, and why specialized managers are best placed to translate complexity into durable returns.
11:55 - 12:05
Alpha fireside
You can’t allocate what you don’t understand
From the WNBA to building WEVOLV, Jori Davis brings hard-earned insight into athlete ownership, transparency, and mobility—an underserved market worth billions. This fireside moves past the highlight reel to show where real demand meets overlooked allocation, reminding us that alpha often starts where others aren’t looking.
12:07 - 12:15
Alpha spotlights I: edge in the wild
Why I sold my startup & bet on India
I sold my startup, gave up my US green card & moved back to India to start a VC fund with Gautam. We saw what will be inevitable in the years to come — second-order effects of India's known inflection points.
12:17 - 12:25
Alpha spotlights I: edge in the wild
The contrarian's edge. Why venture capital is broken - and how to fix it
While everyone was chasing Skillz at a $2 billion valuation, a Stanford dropout with no pitch deck was quietly building their replacement. The best investments happen in the silence between conviction and consensus—when you believe but the world doesn't yet. The crowd is almost always wrong, but having the courage to be intellectually alone separates transformational wealth from following the herd.
12:27 - 12:35
Alpha spotlights I: edge in the wild
Biology is no longer a science. It’s a platform for accelerating the next Industrial Revolution
How engineered biology is transforming life from something we study into something we build, unlocking entirely new markets, industries, and ways of inventing the future worth trillions.
12:35 - 13:05
Alpha infrastructure
Fund admin as strategic edge
Fund administration is no longer back office—it’s infrastructure that compounds alpha. This session explores how modern platforms and data rails add basis points, reduce friction, and unlock scale, with insights from global operators and builders who know where the edge really lies.
13:07 - 13:15
Alpha spotlights II: uncommon paths → outlier outcomes
The distance travelled: before the world takes notice
Not every outlier starts with a spotlight. This is a reflection on the quiet strength of non-credentialed founders, those who’ve crossed invisible miles to build the extraordinary, long before the world knows their name.
13:17 - 13:25
Alpha spotlights II: uncommon paths → outlier outcomes
The rebuilding decade: why Europe holds an €8T opportunity
Why Europe holds an $8T Opportunity: A personal journey from re-ordering to resilience and investing in AI DeepTech companies
13:27 - 13:35
Alpha spotlights II: uncommon paths → outlier outcomes
Fixing Europe for startups
Europe missed the last quarter of a century in tech-innovation. And now we are starting to pay the price geopolitically and economically. But this is fixable. Our first push – EU-Inc is now in discussion in Brussel to become a new law to vote on by end of year. In this talk, I want to break them down Europe's issues but also show how to fix them. And most importantly, where and how Europe can win with the right investments.
Lunch Session
13:35 - 15:00
Networking break & lunch
meal
Alpha lunch: network, nurture, navigate
A shared meal and open networking. Lunch brings the room together, balancing good food with the conversations and connections that drive the summit forward.
13:45 - 14:45
Lunch session
meal
Alpha matchups: LP/GP at Cafe KOKO
A sit-down lunch built around curated conversations between LPs and GPs. Intimate groups and focused dialogue replace speed-dating, creating the space for meaningful exchange and next steps.
Afternoon Session
15:00 - 15:25
Alpha interlude
Vienna Philharmonic
Vienna Philharmonic Quartet live
A short performance by one of the world’s premier chamber groups. Precision, restraint, and craft - the same qualities we prize in disciplined allocation and firm building.
15:25 - 15:55
Alpha panel
John Anderson, Dr. Florian Heinemann, Dr. Céline Chi Hae Wong, Christopher Rogers, Yazhou Sun
Capital powerhouses: deploying billions in a rewired world
As geopolitics rewire markets, state balance sheets and strategic capital are reshaping the terrain for private investors. This panel brings sovereign, endowment, institutional, and operator perspectives together to explore how choke points in semis, bio, and energy affect allocation, and what “alpha” means when capital flows are driven as much by politics as by markets.
15:57 - 16:05
Alpha spotlights III: liquidity, crypto, campus
Why university labs hold the keys to European growth
For centuries, European universities have led the world. They are our single biggest strategic asset. A new wave of commercial PhDs is emerging, turning cutting-edge research into generational startups.
16:07 - 16:15
Alpha spotlights III: liquidity, crypto, campus
Crypto revolution: how disruption became the new normal
From shaking up Wall Street to redefining global ownership, crypto is more than a trend—it’s a revolution rewriting the rules of power and money.
16:17 - 16:25
Alpha spotlights III: liquidity, crypto, campus
Liquidity, re-designed
An evolutionary shift in the way founders and investors create liquidity is only just getting started. Learn how PE and Public Market innovations are coming to VC, and what it means for the industry as a whole.
16:25 - 16:45
Alpha panel
Humanoids as a venture category
Humanoids are shifting from prototypes to profit drivers, with use cases spanning factories, logistics, retail, and elder care. This panel examines the commercial case – cost curves, defensible moats, and five-year deployment horizons – while asking whether robotics may prove a stronger business than AI itself, and where specialist fund managers fit into the equation.
16:45 - 17:10
Alpha panel
Private markets in a fractured world
In a world where geopolitics is the market, this panel explores how capital is being rerouted across Africa and Asia. From narrative flows shaping liquidity to DFI playbooks and catalytic capital, the discussion focuses on the role of specialist fund managers in translating volatility into opportunity and whether now is the moment for family offices to lean in.
17:10 - 17:30
Alpha fireside
From bitcoin to infrastructure & beyond
Drawing on a decade building one of the world’s largest bitcoin mining companies, Marco Krohn reflects on what truly endures across the digital-asset stack. From compute and energy demand to state capital and new liquidity rails, he examines blockchain as infrastructure – not ideology – and where alpha will concentrate as cost curves bend and markets rewire.
17:30 - 17:50
Alpha panel
New builders — first-time GPs, first-mover edge
The next enduring firms are being built now, often by first-time GPs with tight theses and operator DNA. This panel dives into what worked in Fund I, what didn’t, and how LPs can accelerate momentum—revealing how early conviction and clear structures compound into true alpha.
17:50 - 18:00
Alpha close
Takeaways & next steps
A sharp close to the day, drawing out the themes that matter most and pointing toward what comes next.
18:00 - 19:00
Alpha reception
networking
Drinks & decompression
An open bar and unhurried conversations before the evening unfolds. A chance to decompress, connect, and set the stage for dinner and the Alpha Awards.
19:30 - 20:00
Alpha awards
keynote
Alpha awards ceremony
A celebration of the breakout first- and second-time GPs redefining performance, craft, and integrity. With crisp pacing and substance at the core, the Alpha Awards spotlight emerging firms with multi-billion potential—before the rest of the market catches on.
20:00 - 23:59
Dinner
networking
Alpha dinner & DJ
An evening of food, drinks, and music designed for easy connection. With no assigned seating, the dinner flows naturally into conversation and collaboration, before the night carries on with a DJ and drinks until late.
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