- December 1 - 2 2026
- Los Angeles, United States
- Independent Sponsors Summit: West Coast
The people in the room who set the tone.
Speakers
Keynotes
-
Keynote
Josh Norton
Koley Jessen
Corporate Department Co-Chair
-
Keynote
Ben Schneider
BASE
Managing Director
-
Keynote
Dan Tamkin
Resurgent
Co-Founder & Managing Partner
-
Keynote
Claudine Cohen
CohnReznick
Managing Partner
Full line up
Michael Sommerdorf
LP First Capital
Principal
Topics
- Private Equity
- Growth Investing
- Leadership
Sessions
Keynote: $1B+ in Institutional Family Wealth: How Family Offices Allocate Across Buyouts & Direct Deals
Tuesday 01 December | 9:10 AM - 9:40 PM
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
Executive exchanges
| -
Executive exchanges
| -
James Bohannon
Belzberg & Co.
Senior Vice President
Topics
- Leadership
- Fundraising
Sessions
Executive Exchange Breakfast: Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 8:00 AM - 9:15 AM
Raising your first fund
| -
John Basile
Citrin Cooperman
Senior Account Manager
Session
Family Office Panel: Why We Pass: What Breaks Deals in Investment Committees
Wednesday 02 December | 9:15 AM - 9:55 AM
Richard de Lima
Leaf
Managing Director
Session
Family Office Panel: Why We Pass: What Breaks Deals in Investment Committees
Wednesday 02 December | 9:15 AM - 9:55 AM
Nelson Irizarry
Sama
Managing Director
Topics
- Growth Investing
- Leadership
Sessions
Family Office Panel: Why We Pass: What Breaks Deals in Investment Committees
Wednesday 02 December | 9:15 AM - 9:55 AM
Operating partners in practice
| -
Jay Fuquay
Trinity Investors / TPEG
Executive Vice President
Topics
- Growth Investing
- Leadership
Sessions
Executive Exchange Breakfast: Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 8:00 AM - 9:15 AM
Operating partners in practice
| -
Chase Stuart
Ice Miller
Managing Partner
Topics
- Growth Investing
- Leadership
Sessions
Executive Exchange Breakfast: Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 8:00 AM - 9:15 AM
Operating partners in practice
| -
Tom Kesoglou
Ice Miller
Partner
Topics
- Private Equity
- Fundraising
Sessions
The Great Debate: Build a Fund or Stay Independent
Wednesday 02 December | 9:55 AM - 11:05 AM
Exits and the second bite
| -
David Cunningham
VisioCap
Managing Partner
Topics
- Private Equity
- Leadership
Session
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
Ronelle Porter
Loeb & Loeb
Deputy Chair, Capital Markets & Corporate
Steven Abernathy
Abby Group
Chairman & CEO
Topics
- Private Equity
- Leadership
Session
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
Stephen Altman
Cornerstone Capital Partners
Partner
Session
Executive Exchange Breakfast: Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 8:00 AM - 9:15 AM
Tim Huber
Lazard Family Office Partners
Managing Director
Topics
- Private Equity
- Leadership
Session
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
John Harrison
A111
Managing Partner
Topics
- Private Equity
- Leadership
Session
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
Cody Church
Clear North
Managing Director
Topics
- Private Equity
- Leadership
Session
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
Paul Marino
Sadis & Goldberg
Partner
Melanie Santos Grant
2ndGen
Managing Partner
Session
The Great Debate: Operational Turnarounds vs. High-Growth Platforms
Tuesday 01 December | 3:45 PM - 4:20 PM
Claudine Cohen
CohnReznick
Managing Partner
Session
Opening Remarks: Welcome & Agenda Overview
Tuesday 01 December | 8:30 AM - 8:40 AM
Dan Tamkin
Resurgent
Co-Founder & Managing Partner
Session
The Great Debate: Operational Turnarounds vs. High-Growth Platforms
Tuesday 01 December | 3:45 PM - 4:20 PM
Ben Schneider
BASE
Managing Director
Topics
- Private Equity
- Fundraising
Session
The Great Debate: Build a Fund or Stay Independent
Wednesday 02 December | 9:55 AM - 11:05 AM
Gustav Brown
ECA Partners
Managing Director
Session
Breakfast Tables: Chatham House Roundtable
Tuesday 01 December | 9:40 AM - 10:55 AM
Jay Vasantharajah
Atlasview
Founder & Managing Partner
Topics
- Private Equity
- Leadership
Session
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
Martez Moore
Moore Frères & Company
Chairman & CEO
Session
Executive Exchange Breakfast: Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 8:00 AM - 9:15 AM
Rob Bauer
Bassett Creek
Managing Partner
Topics
- Private Equity
- Fundraising
Session
The Great Debate: Build a Fund or Stay Independent
Wednesday 02 December | 9:55 AM - 11:05 AM
Vishal Verma
Edgewood Ventures
Managing Partner
Topics
- Private Equity
- Growth Investing
Session
Keynote: $1B+ in Institutional Family Wealth: How Family Offices Allocate Across Buyouts & Direct Deals
Tuesday 01 December | 9:10 AM - 9:40 PM
Peter Bogdanow
Katten
Partner, Corporate
Steven Insalaco
Calgary Enterprises Inc.
President & Managing Partner
Session
Executive Exchange Breakfast: Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 8:00 AM - 9:15 AM
John Koeppel
Lippes Mathias
Partner, Private Equity / Independent Sponsor Leader
Session
Breakfast Tables: Chatham House Roundtable
Tuesday 01 December | 9:40 AM - 10:55 AM
Adil Adi
WorldLink / ADI Family Office
Founder & Chairman
Session
Family Office Panel: Why We Pass: What Breaks Deals in Investment Committees
Wednesday 02 December | 9:15 AM - 9:55 AM
Alidad Damooe
Davis Wright Tremaine
Partner
Session
Breakfast Tables: Chatham House Roundtable
Tuesday 01 December | 9:40 AM - 10:55 AM
Warren Woo
Breakaway Capita
Co-Founder & Partner
Topics
- Deal Sourcing
Session
Keynote: Inside a Multi-Billion Family Office: What Family Capital Now Looks for in Independent Sponsors
Tuesday 01 December | 8:40 AM - 9:10 AM
Dickson Suit
Environmental Services Investors
Managing Partner
Topics
- Private Equity
- Leadership
Session
Shark Tank Live: What Actually Gets Funded, and What Gets Rejected
Tuesday 01 December | 2:00 PM - 3:15 PM
Thomas Waldman
Stradling Yocca Carlson & Rauth.
Partner
Session
Breakfast Tables: Chatham House Roundtable
Tuesday 01 December | 9:40 AM - 10:55 AM
Shoshana Zimmerman
Stradling Yocca Carlson & Rauth.
Partner
Session
Breakfast Tables: Chatham House Roundtable
Tuesday 01 December | 9:40 AM - 10:55 AM
Jenny Thear
Engage PEO
Senior Vice President
Session
Executive Exchange Breakfast: Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 8:00 AM - 9:15 AM