Let’s begin the day over a delicious lunch, 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.

AI is rewriting the rules of company building and investment judgment alike. This panel explores what a defensible, venture-backable business looks like when speed is no longer a moat, how GPs are embedding AI into their own workflows, and what the intelligence shift means for the future of the asset class. Founders-turned-investors offer the builder perspective on where funds still add real value.

It's the most expensive lie in deep tech - and Dr Ben Miles has spent the past decade inside the right rooms, collecting the evidence to refute it. As a PhD, founder, operator, VC, and host of one of the largest science media platforms, he's building the case for why the next decade of deep tech returns belongs to the scientists themselves.

Over the course of a decades-long career in technology, Bradley has had a front-row seat to multiple waves of transformation. In this talk, he will draw on his experience leading some of Google’s largest and most innovative products to explore how leaders can navigate—and capitalize on—periods of rapid, compounding change. Through stories from the front lines of major technological shifts, he will share lessons on innovation, leadership, and building for the future in times of uncertainty.

When Nicola started thinking about Twin Track, a potential LP told her she was raising for a niche of a niche. Two years on, defence is one of the hottest categories in venture. This is the story of how Nicola got here, what the market looked like from inside the raise, and what it takes to hold conviction in a contrarian thesis.

Emerging fund managers are no longer constrained by geography when it comes to building their LP base, but global fundraising brings its own complexity. In this conversation, Michael sits down with Simon Lancaster, GP of Omni Ventures to explore how they have approached LP engagement across markets, what it takes to build conviction with investors who may never meet you in person, and how the operational infrastructure behind a fund shapes the way GPs present themselves to the world. From pipeline to reporting, the discussion unpacks what it looks like when strategy and execution are finally in sync.

What does it mean to forge your own path in fund management when your last name precedes you? Michael Langer, son of Moderna co-founder Bob Langer, and Andrew Rubenstein, son of Carlyle Group co-founder and renowned philanthropist David Rubenstein, join us for a candid conversation about the realities of fundraising as emerging managers with legacy names, the pressure to prove themselves on their own merit, and the lessons inherited from two of the most influential families in biotech and private equity.

A pause to recharge and reconnect. Grab a coffee, meet fellow investors and trade fresh perspectives before diving into the next round of sessions. Some of the best Alpha starts in the conversations off stage.

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.

1.) The Alpha advantage: why emerging managers consistently outperform and why LPs cannot afford to ignore them 2.) Where to Bet in AI: Infrastructure, Middleware, or Applications? 3.) Specialization of Funds 4.) The Shifting World Order: Is Silicon Valley Still the Center of Gravity? 5.) Unlocking Exits & DPI

Mega-funds get the headlines, but the top 3% of emerging managers are quietly outperforming. This panel examines why specialization beats generalist drift across cycles, how LPs are rethinking allocation strategy, and what the current rates and DPI environment means for small fund portfolio construction.

The funding decisions made today are quietly shaping the world every generation after us will inherit. Aza Raskin, co-founder of the Center for Humane Technology, joins us for a powerful keynote on the role capital allocators play in building a future humans actually want to live in. Accompanied by a live violin performance, this is a session about more than returns - it is about responsibility.

We’ll wrap the day with key reflections, takeaways, and a look at what’s next for the community. A moment to connect the dots, say thank you, and set the stage for where we go from here.

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.

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 in the Americas with multi-billion potential—before the rest of the market catches on.

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.