- December 1 - 2 2026
- Los Angeles, United States
- Independent Sponsors Summit: West Coast
The people in the room who set the tone.
Speakers
Full line up
James Bohannon
Belzberg & Co.
Senior Vice President
Topics
- Leadership
- Fundraising
Sessions
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Raising your first fund
| -
Nichol Chiarella Chiarella
Citrin Cooperman
Partner
Session
Family Office Panel: Why We Pass: What Breaks Deals in Investment Committees
Wednesday 02 December | 10:15 AM - 10:55 AM
Richard de Lima
Leaf
Managing Director
Session
Family Office Panel: Why We Pass: What Breaks Deals in Investment Committees
Wednesday 02 December | 10:15 AM - 10:55 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 | 10:15 AM - 10:55 AM
Operating partners in practice
| -
Jay Fuquay
Trinity Investors / TPEG
Executive Vice President
Topics
- Growth Investing
- Leadership
Sessions
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Operating partners in practice
| -
Chase Stuart
Ice Miller
Managing Partner
Topics
- Growth Investing
- Leadership
Sessions
EXECUTIVE EXCHANGES
Tuesday 01 December | 10:05 AM - 11:05 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 | 10:55 AM - 11:20 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 - 2:40 PM
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 - 2:40 PM
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 - 2:40 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 - 2:40 PM
Melanie Santos Grant
2ndGen
Managing Partner
Session
The Great Debate: Operational Turnarounds vs. High-Growth Platforms
Tuesday 01 December | 2:40 PM - 3:00 PM
Claudine Cohen
CohnReznick
Managing Partner
Topics
- Deal Sourcing
Sessions
Opening Remarks: Welcome & Agenda Overview
Tuesday 01 December | 9:15 AM - 9:20 AM
Keynote: Inside a Multi-Billion Family Office: What Family Capital Now Looks for in Independent Sponsors
Tuesday 01 December | 9:20 AM - 9:45 AM
Dan Tamkin
Resurgent
Co-Founder & Managing Partner
Session
The Great Debate: Operational Turnarounds vs. High-Growth Platforms
Tuesday 01 December | 2:40 PM - 3:00 PM
Ben Schneider
BASE
Managing Director
Topics
- Private Equity
- Fundraising
Session
The Great Debate: Build a Fund or Stay Independent
Wednesday 02 December | 10:55 AM - 11:20 AM
Gustav Brown
ECA Partners
Managing Director
Session
EXECUTIVE EXCHANGES
Tuesday 01 December | 10:05 AM - 11:05 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 - 2:40 PM
Martez Moore
Moore Frères & Company
Chairman & CEO
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Rob Bauer
Bassett Creek
Managing Partner
Topics
- Private Equity
- Fundraising
Session
The Great Debate: Build a Fund or Stay Independent
Wednesday 02 December | 10:55 AM - 11:20 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 | 9:45 AM - 10:05 PM
Steven Insalaco
Calgary Enterprises Inc.
President & Managing Partner
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
John Koeppel
Lippes Mathias
Partner, Private Equity / Independent Sponsor Leader
Session
EXECUTIVE EXCHANGES
Tuesday 01 December | 10:05 AM - 11:05 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 | 10:15 AM - 10:55 AM
Alidad Damooe
Davis Wright Tremaine
Partner
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Warren Woo
Breakaway Capital
Managing Partner & Founding Partner
Topics
- Deal Sourcing
Session
Keynote: Inside a Multi-Billion Family Office: What Family Capital Now Looks for in Independent Sponsors
Tuesday 01 December | 9:20 AM - 9:45 AM
Warren C. Woo is the Managing Partner and a Founding Partner of CFT Capital Partners.Previously, Warren was the Chief Investment Officer for the Cherng Family Trust. He is also the Founder of Breakaway Capital Partners. Previously, Warren was a Founding Partner and Managing Director of Moelis & Company. He was at UBS Investment Bank where he was Vice Chairman, a member of the Board of Directors, Global Management Committee and U.S. Executive Committee and the Global Head of Financial Sponsors, Hedge Funds and Leverage Finance. Warren was a Managing Director at Donaldson, Lufkin and Jenrette and a Vice President at Drexel Burnham Lambert. Warren is an owner of the Nashville Predators, an NHL franchise and a member of the Board of Directors of the Portland Trail Blazers, an NBA franchise.
Warren received his MBA from the Stanford University Graduate School of Business and graduated Phi Beta Kappa and magna cum laude with a BA in Economics from the University of California, Los Angeles.
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 - 2:40 PM
Thomas Waldman
Stradling Yocca Carlson & Rauth.
Partner
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Shoshana Zimmerman
Stradling Yocca Carlson & Rauth.
Partner
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Jenny Thear
Engage PEO
Senior Vice President
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Ryan Sullivan
North Park Group
Managing Director
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Daniel King
Fireside Strategic
Co-Founder
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Andrew Glickman
Benesch
Partner
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Doug Rose
Gardner Webster Capital Partners
Managing Partner
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM
Jay Haynes
thrv
Founder & CEO
Session
Chatham House Discussions Scaling the Independent Sponsor Model in a More Institutional Market
Wednesday 02 December | 9:15 AM - 10:15 AM