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Alpha Summit Americas by Allocator One - Agenda

Welcome
11:30 - 13:00
Alpha welcome: lunch and conversations
meal
Arrival, registration, lunch & networking
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.
Afternoon sessions
13:00 - 13:15
Alpha opening
Why specialists win in the AI & robotics cycle
13:15 - 13:30
Alpha keynote
keynote
The reinvention of San Francisco: capital, culture & what comes next
13:30 - 14:00
Alpha panel
panel
Small funds, big cycles: the portfolio case for specialization
14:00 - 14:30
Alpha panel
panel
How AI is changing the world of investing & venture capital
14:30 - 15:00
Alpha spotlights

Dr. Ben Miles

Deeptech & robotics
Leading through Uncertainty
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.
How I Ended Up Raising for a Niche of a Niche
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.
15:00 - 15:30
Alpha infrastructure
Engineering access: building the next generation of specialist funds
Interlude
15:30 - 16:20
Alpha coffee break
networking
Coffee, snacks, and a quick reset
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.
16:20 - 16:40
Alpha performance
entertainment
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.
Evening sessions
16:45 - 17:30
Alpha roundtables
networking
Specialist capital discussions
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.) Built to Last: Fund Administration Best Practices for Running an Institutional-Grade VC Firm 5.) Unlocking Exits & DPI
17:30 - 17:50
Alpha fireside
interview
What will be worth $1T in 2035?
17:50 - 18:00
Alpha closing
Closing with gratitude, momentum, and what’s next
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.
Alpha After Hours
18:00 - 19:30
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.
20:00 - 20:30
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 in the Americas with multi-billion potential—before the rest of the market catches on.
20:30 - 23:00
Dinner
networking
Dinner & entertainment
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.
Alpha Summit by 256 Network and Allocator One