8:00 – 9:00 AM

Breakfast, Registration & Networking

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8:15 - 8:45 AM​

Marketing and Sales Mastery Masterclass with Grant Cardone 

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9:00 – 9:15 AM

Opening Remarks - Setting the Stage for Capital’s Next Chapter

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Speaker: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network​

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9:15 - 9:45 AM​

Digital Assets & Institutional Access: The Next Chapter in Capital Markets

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Digital assets are moving from the periphery of finance into the institutional mainstream. In this session, we’ll explore how new vehicles—from tokenized treasuries to digital asset ETFs—are creating scalable, compliant access points for allocators. Anthony Bassili, Head of Coinbase Global Asset Management, will discuss how institutional-grade infrastructure is shaping the next era of capital markets, what family offices and RIAs should know about evolving products, and how digital assets are converging with traditional investment frameworks.

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👉 Takeaway: Attendees will leave with an increased understanding of the current product landscape, regulatory considerations, and 3 practical ways institutions are approaching digital assets today.

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Speaker:Anthony Bassili, President, Coinbase Asset Management​

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9:45 – 10:15 AM

Collateralization in the New Economy: Digital Assets, Risk, and Institutional Adoption

As tokenized assets, stablecoins, and digital securities enter mainstream finance, institutions are rethinking how collateral is defined, risk-rated, and deployed. This session—led by Société Générale and Moody’s—will explore how traditional credit frameworks are evolving to meet the demands of digital markets, including the impact on settlement, liquidity, and regulatory oversight. From stablecoins to tokenized bonds, we'll examine how collateralization is being reengineered for the next era of capital markets—and what institutional players need to know now.

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👉 Takeaway: Attendees will gain perspective on how tokenized assets and digital securities are reshaping collateral frameworks, learn 3 ways institutions are redefining risk and settlement in digital markets, and consider practical implications for liquidity and regulatory oversight.

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Speaker: Charles-Antoine Michallet, Director, Digital Assets Structuring, Société Générale

Speaker: Rajeev Bamra, Head of Strategy, Digital Economy at Moody's Ratings

Moderator: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network

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10:15 – 11:00 AM​

Culture, Commerce & Code: Reimagining Transformational Ecosystems

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This panel convenes thought leaders from policy, creative commerce, enterprise transformation, and operational integration to explore how the future of inclusive growth is being built. The conversation will unpack how cultural innovation, strategic infrastructure, and execution discipline must align to scale resilient, mission-driven ecosystems that merge capital with purpose.

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👉 Takeaway:

• How to weave policy, creativity, infrastructure, and operations into a coherent growth engine

• Strategies for leading large-scale change without losing mission, identity, or agility

• Why future value will be created at the intersection of culture, tech, and execution

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Moderator: Jennifer Katrulya, CEO, Kajora Global Family Network

Speaker: Greg Merrill, CEO, Futura Fragua | Former Global Head of Digital Transformation, Nike

Speaker: Devin Gilmartin, Founder & CEO, The Canvas Global

Speaker: Ed Maguire, Senior Managing Director, Director of Research, Freedom Capital Markets

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11:00 – 11:30 AM

Next-Gen Investing: How Family Offices Are Using AI to Source and Invest in Middle Market Private Equity

 

Family offices are increasingly turning to middle market private equity as a core strategy for generating outsized returns and accessing differentiated deal flow. This panel dives into how forward-thinking family offices are leveraging artificial intelligence to uncover off-market opportunities, accelerate deal sourcing, and enhance diligence in an increasingly competitive landscape. Hear from investors and technologists at the forefront of AI adoption as they discuss practical use cases, strategic advantages, and the future of tech-enabled private investing. A must-attend for anyone looking to stay ahead in middle market dealmaking.

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👉 Takeaway: Attendees will hear how family offices are applying AI to deal sourcing and diligence, explore emerging use cases in middle market private equity, and leave with insights into how technology is changing competitive dynamics in private investing.

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Speaker: Vikash Magdani, Capthorne Ventures LLC | Nova Venture Partners | Redwood Collective LP| Bharat Capital Partners 

Speaker: John Nives, Co-Founder, MMPC.AI / GoldilocksAI​

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11:30 – 12:00 PM

Building the Next-Gen Family Office Platform: Bridging Traditional and Digital Capital Markets​

Family offices are at the center of one of the most important capital shifts of our time—balancing legacy allocations in equities, credit, and private markets with emerging opportunities in digital assets, tokenization, and new yield strategies. Abra Capital is building a platform designed to meet this moment. In this session, leaders from Abra Capital will explore how family offices can access institutional-grade strategies in both traditional and digital markets, supported by robust custody, reporting, and governance frameworks.

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The conversation will highlight practical steps for family offices to modernize their investment platforms, mitigate risks, and  capture opportunities in a rapidly evolving landscape.

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👉 Takeaway: Examining the tools and strategies shaping the next generation of family office platforms.

Speaker: Bill Barhydt, CEO, Abra

Speaker: Marissa Kim, Head of Asset Management

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12:00 – 1:30 PM

Networking Lunch 

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1:30 – 2:00 PM​

Strategy Talk with Michael Saylor: Conviction, Capital, and Code: Building Enduring Wealth in a Digital Age

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Michael Saylor has built and rebuilt through cycles of innovation, conviction, and volatility. In this keynote, he draws from decades at the intersection of technology and finance to challenge leaders to think bigger about digital transformation, corporate strategy, and personal conviction. This is a rare opportunity to hear one of the world’s boldest strategic thinkers discuss the frameworks that define enduring success in the 21st century.

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👉 Discover how conviction and disciplined leadership can preserve and multiply wealth across generations. Michael Saylor will explore how digital assets and intelligent infrastructure are reshaping the foundations of legacy, capital, and long-term institutional resilience.

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Speaker: Michael Saylor, Executive Chairman, Strategy

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2:00 - 2:15 PM

Break

 

2:30 - 3:00 PM

Power, Privacy & Purpose: Leading a Family in the Spotlight

When a family’s influence reaches across industries, media, and markets, leadership becomes both public and deeply personal. In this rare, multi-generational discussion, Grant, Elena, Sabrina, and Scarlett Cardone share how they’ve built and stewarded a global capital enterprise while keeping family, values, and vision at the center.

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Together, they explore what it means to grow an intergenerational brand rooted in entrepreneurship, ownership, and impact—balancing visibility with security, ambition with authenticity, and wealth-building with wisdom. This conversation reveals how the Cardones are shaping a legacy that extends far beyond business, redefining what modern family office leadership looks like in the spotlight.

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Moderator: Katie Dunn, Co-Owner, JE Dunn

Speaker: Grant Cardone, CEO, Cardone Capital

Speaker: Elena Cardone, Cardone Enterprises

Speaker: Sabrina Cardone, Entrepreneur, Investor, Model, Rising Leader at Cardone Capital

Speaker: Scarlett Cardone, Entrepreneur, Investor, Actress, Model, Rising Leader at Cardone Enterprises

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3:00 – 3:45 PM

Innovation in Action: Tools Reshaping Family Offices & Private Capital​​​

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This fast-paced showcase highlights some of the most practical innovations transforming how families, funds, and founders manage capital, legacy, and operations. From estate management and cybersecurity to digital assets, social media networking, investing in health & wellness, and next-generation governance, this series spotlights the tools driving the next chapter of private wealth and family office strategy.

 

👉 Takeaway: Attendees will leave with a curated snapshot of emerging technologies designed to improve efficiency, security, and legacy preservation across the family office and private capital ecosystem.

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Moderator: Shawn Springs, Founder, The Agena Group | 13-year NFL/All-Pro

Speaker: Jonathan Fishbeck, Founder & CEO, EstateSpace

Speaker: Lilli Donahue, Founder, The Prenup Podcast

Speaker: Alex Chung, Founding Head of Growth, Goodword

Speaker: Tommy Struzzieri, CEO, Alpha Win

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3:45 - 4:30 PM

​​Venture Capital at the Edge: AI, Innovation & the Next Wave of Private Markets

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Artificial intelligence is reshaping every industry—and venture capital is at the center of the shift. This session brings together leading investors and innovators to explore how families and funds can participate in the next wave of AI-driven opportunities. From early-stage deal flow to scaling strategies and ecosystem building, panelists will share where they see the most disruptive innovation emerging, how capital is being allo cated, and what lessons can be drawn from their own experience at the forefront of AI, fintech, and frontier technologies.

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👉 Takeaway: Attendees will leave with insights into how top venture investors are evaluating AI opportunities, 3 trends shaping the next generation of tech-driven markets, and considerations for positioning family office and private capital in this fast-moving landscape.

 

Speaker: Bhaskar (BG) Ghosh, Partner, 8VC

Speaker: Sean Koh, Inventor, Proof of Reception (PoR) | Chief Executive Officer, KOHERENT INCORPORATED (Family Office)

Speaker: David Teten, Partner, OrangeCollective.vc | Chairman, ActionTank.io

Speaker: Chuck Ng, Co-Chair IEEE AI Investment Summit | Co-Founder & Board Member, World Leading Scientists Institute | Investor, Databricks | Ex-PayPal | Ex-JP Morgan | Berkeley & INSEAD

Moderator: Vishal Verma, Managing Partner, Edgewood Ventures (Family Office) | General Partner, Redwood Collective, L.L.C. | Chief Curator, Sidebar Summit

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4:30 - 5:00 PM

From Room to Relationship: Sales & Marketing Strategies That Resonate with Family Offices

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Family offices don’t respond to hard pitches — they respond to trust, alignment, and value creation. In this closing session, we’ll explore how to translate the conversations and connections from the Summit into meaningful, lasting relationships. Attendees will learn how to refine messaging, position their brand authentically, and design marketing that speaks the language of capital preservation, legacy, and innovation.

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This session will offer a roadmap for moving from introductions to trust-building, and from content to conversion — without losing the nuance and discretion that family offices require.

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Speaker: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network​​

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5:00 – 7:00 PM

Strategy & Scale Soiree - Where brilliant ideas meet bold execution.

Sponsored by Asseta 

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The official reception of the Private Capital & Innovation Summit Tech & Innovation Day – Greenwich brings together visionaries shaping the next era of wealth creation and innovation:

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Featuring (subject to change):

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Michael Saylor (Strategy) · Grant Cardone (Cardone Capital) · Jennifer Katrulya (Kajora Global Family Network) · Mariner, Abra, Société Générale, and our other leaders from this incredible event. 

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Heavy Appetizers and Drinks Provided 

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Q&A - This reception is selling out quickly. Reserve your seat at the event to sure your place at this rare gathering!