2025 Conference Agenda
*Schedule Subject To Change
8:30AM – 9:15AM
Registration & Breakfast
9:15AM – 9:30AM
Welcome & Opening Remarks
9:30AM – 9:45AM
Opening Keynote: Rey Ramsey (Nathan Cummings Foundation)
Rey Ramsey, President and CEO of the Nathan Cummings Foundation, is leading one of the nation’s most forward-thinking philanthropies by committing 100% of its endowment to impact investments advancing economic, racial, and environmental equity. With over 30 years of leadership across philanthropy, capital markets, and public service, Rey brings deep values, sharp policy insight, and a steady moral compass.
He’ll open the conference with a powerful call to match capital with courage, urging us to lead with clarity and conviction in a time when action matters more than intent.
Expect bold ideas, candid insights, and a clear charge to move from conversation to consequence.
10:15AM – 11:00AM
Capital at the Roots: Investing Regionally for Inclusive Growth
This session brings together leaders from local government, corporate philanthropy, and investing to examine how capital can be deployed to drive inclusive innovation and economic growth in place-based ecosystems. The discussion will focus on practical approaches to investing in place-based ecosystems, with insights on community-rooted strategies that connect capital to local opportunity.
11:00AM - 11:10AM
Break
11:10AM - 11:55AM
Family Enterprise Trends: Investing with Purpose Across Generations
This session brings together family office principals and advisors for an honest conversation on navigating legacy, governance, and innovation in family enterprises. Together, they’ll explore how values-based investing is reshaping decision-making across generations and the lessons learned from aligning family tradition with the future of innovation.
12:00PM - 12:15PM
TED-Like Talk: Tulaine Montgomery (New Profit)
Tulaine Montgomery, CEO of New Profit, will offer a personal and powerful talk on the role of imagination, equity, and bold leadership in shaping systems change. Drawing from her work backing entrepreneurs and movements that challenge the status quo, Tulaine will reflect on what it takes to build a future that is both inclusive and transformative.
12:15PM - 2:15PM
Lunch + Curated LP:GP 1:1 Meetings
One-on-one lunch meetings designed to build relationships between emerging managers and aligned investors.
2:30PM - 3:15PM
Power, Purpose and Capital: How Leading Allocators Are Reshaping the Investment Landscape
A powerful conversation with leading allocators who are reimagining how capital is deployed to drive systemic change. From policy to portfolio construction, they’ll explore how institutional investors can channel capital toward economic resilience, equity, and long-term value.
3:15PM - 4:00PM
The Code of Capital: How AI is Transforming Investment Strategies
This featured session brings together leaders from IBM, Cadence, and top venture firms to explore how artificial intelligence is reshaping the investment landscape. From sourcing and diligence to portfolio strategy and risk assessment, we’ll examine how AI is driving new efficiencies, surfacing bias, and unlocking opportunity across sectors.
4:00PM - 4:10PM
Break
4:10PM - 4:40PM
Fireside Chat with Christina Lewis: Legacy, Leadership, and Unlocking Potential
Christina Lewis, founder of Beatrice Advisors and daughter of trailblazing financier Reginald F. Lewis, joins VC Include Executive Director, Milton Speid for a conversation on legacy, identity, and what it means to lead with vision. We’ll explore her work at the intersection of philanthropy and innovation, and how the next generation of family leaders are advancing equity, purpose, and generational impact.
4:40PM - 4:55PM
Closing Keynote: Marla Blow (Skoll Foundation)
Marla Blow, President and CEO of the Skoll Foundation, will close the day with reflections on leadership, capital, and the role of philanthropy in shaping a more inclusive economic future. With a career spanning the public and private sectors, Marla brings deep insight into how institutions can deploy resources with purpose and integrity, backing bold ideas and the people driving them forward.
4:40PM - 4:55PM