Join us for a roundtable gathering of active VC investors, family offices, business angels, and crypto investors. We will discuss the latest trends and co-investment opportunities.
AGENDA
14:00 — Opening remarks
14:10 — Investor Overview
14:30 — Curated Breakout Rooms: Moats Under Pressure · The ROI Test · Infra vs. Application Layer · The Next 18 Months
15:05 — Main stage: room synthesis & Open Q&A
15:25 — Closing remarks
An experienced investor's unfiltered read on AI's ROI moment
Small-group breakout discussions on moats, ROI signals, stack bets, and what survives the next 18 months
Peer exchange with active angels, GPs, LPs, and family offices
A working session — come with questions, leave with frameworks
Angel Investors & Private Investors — deploying their own capital into AI and building a personal thesis in real time
GPs & VC Fund Managers — managing portfolios with AI exposure and the ROI conversation that comes with it
Family Offices — allocating into AI directly or through funds, with longer horizons and higher selectivity
LPs — evaluating fund managers and co-investments in AI, looking for sharper signals on where the category is going
Founder-Investors — operators who have crossed into investing, with a dual lens on defensibility from both sides of the cap table