Save the Date!
Montage Deer Valley
May 12 - 13 | LP Day Welcome Reception & Programming
May 13 - 15 | GP-LP Welcome Reception & Beyond Summit
Allocate is thrilled to host its annual Beyond Summit 2026
location
Montage Deer Valley Resort, Park City, Utah
dates
May 12 - 13 | LP Day Welcome Reception & Programming
May 13 - 15 | GP-LP Welcome Reception & Beyond Summit
Request InvitationMay 13 - 15 | GP-LP Welcome Reception & Beyond Summit
Confirmed Main Stage Speakers
Pejman Nozad
Founder & General Partner
Andrew Chen
general Partner
Alex Pall
Founder & General Partner
Somesh Dash
general Partner
GP Breakout Sessions Featuring
Who Attends
Beyond Summit is a highly curated, invite-only event designed to bring together Allocate’s community of leading limited partners, fund managers, venture and technology leaders.
See who attended last year
2026 Featured Speakers
Join us to hear from some of the most insightful investors in private markets and the innovation economy. They will discuss what it takes to implement succession planning at a top-tier venture capital franchise and explore how private capital, coupled with a multi-asset investment approach from one of the world’s largest family offices, is driving impactful societal and environmental change.
Aileen Lee
Founder & Managing Partner
Alexis Ohanian Sr.
Founder & General Partner
Anton Levy
Founder & Managing Partner
Mamoon Hamid
Partner
Fund Manager Participants in 2026
Allocate's mission is to transform the private market investing experience.
Learn more about how our Allocate members may access our events, content, and certain offerings for which they qualify.
Learn About AllocateLearn more about how our Allocate members may access our events, content, and certain offerings for which they qualify.
Program Agenda
The Summit will be focused on driving meaningful conversations and relationship building through peer moderated breakout sessions and activities.
Our goal is for attendees to learn and build lifelong relationships, while discussing the future of innovation and private markets investing.
Our goal is for attendees to learn and build lifelong relationships, while discussing the future of innovation and private markets investing.
This year’s program starts with an Allocate LP Day, dedicated for Allocate platform LP investors and clients to connect and exchange best practices.
Allocate LP Day
For Allocate platform LP investors and clients only
Tuesday, May 12
4:00 pm - 7:00 pm
LP Day Registration & Arrival Reception
Wednesday, May 13
7:00 am - 9:00 am
Breakfast
7:30 am - 12:30 pm
Morning Activities
- Fly Fishing
- Axe Throwing
1:00 pm - 6:00 pm
Lunch & Afternoon Programming
- Mainstage Programming
- Peer Co-Hosted Sessions
LP Day – Mainstage Sessions
Topics
- Fireside Chat with Dan Feder, Senior Managing Director of Investments at the University of Michigan
- Fireside Chat with Anton Levy, Founder & Managing Partner at Layer Global
Peer Co-hosted Sessions
Round 1 Topics
- Building a Scalable Private Markets and Alts Program: Portfolio Construction Fundamentals, Fund Structuring, and the Case for White-Label Solutions
- Navigating Liquidity in Illiquid Markets: Structured Liquidity Solutions, Secondaries, and What They Mean for LP Portfolio Management
Round 2 Topics
- The Democratization of Private Markets: How the Wealth Channel, Shifting Capital Flows, and Generational Wealth Transfer Are Reshaping LP Participation
- Beyond the Pilot – Operationalizing AI Across the Organization: How Most Firms Are Experimenting With AI
Beyond Summit
For all GP and LP participants
Wednesday, May 13
4:00 pm - 6:00 pm
GP Activities
6:30 pm - 9:00 pm
Welcome GP/LP Reception & Dinner
Thursday, May 14
6:00 am - 7:30 am
Morning Activities
- Hiking
8:00 am - 9:00 am
Breakfast
9:00 am - 12:00 pm
Morning Programming
- Mainstage Session
- GP Co-Hosted Sessions
12:00 pm - 1:30 pm
Lunch
1:30 pm - 3:30 pm
Afternoon Programming
- Mainstage Session
- GP Co-Hosted Sessions
3:30 pm - 5:00 pm
GP & LP Meetings
5:00 pm - 6:00 pm
Free Time
6:00 pm - 9:00 pm
Closing Dinner
Beyond Summit – Mainstage Sessions
topics
- State of Exits, IPOs: Natasha Motwani, Head of VC & Emerging Tech Coverage at UBS Investment Banking
- Generational Firm Building: Mamoon Hamid, Partner at Kleiner Perkins
- The Evolution of Early Stage Investing:
Aileen Lee, Founder & Managing Partner at Cowboy Ventures
Alexis Ohanian Sr., Founder & General Partner at Seven Seven Six
GP Co-Hosted Sessions
Round 1 topics
- AI in Life Science and the Future of Health: How AI Is Accelerating Drug Discovery, Diagnostics, and Care Delivery – and What It Means for Life Science Investing
- The Future of Consumer: Evolving Consumer Behavior, Brand Building, and Where the Next Wave of Consumer Investment Opportunity Lies
- Defense Tech – Cybersecurity, NatSec & AI: Investing at the Intersection of National Security, Cybersecurity, and AI – and Why Defense Tech Is Having Its Venture Moment
- Where Blockchain Stands Today: Separating Signal From Noise Across DeFi, Infrastructure, and Institutional Adoption
- How AI Is Impacting the Industry – From Sourcing & Diligence, to Platform Support: What's Actually Getting Funded and What This Means for Venture Economics
- The Future of Venture and the Next Generation of Emerging Managers: How New Fund Managers Are Breaking In, What LPs Are Looking For, and How the Ecosystem Is Evolving
Round 2 topics
- The Rise of Co-Investment Vehicles and Concentrated, Non-Blind Pools: Structure, Strategy, and What Selective Capital Deployment Looks Like in Practice
- The Late-Stage Ecosystem Today: Valuations, Deal Dynamics, and How Companies and Investors Are Navigating the Long Road to Exit
- Betting on the Frontier: Space, Energy Infrastructure, and the Massive Capital Requirements of Powering the AI Era
- Where the Best Early Talent Is Found and How Firms Are Building Pipelines Through Accelerators, Universities, and Non-Traditional Channels
- Structured Liquidity Solutions: Secondaries and the Use of NAV-Based Lending as a Liquidity Tool--Mechanics, Use Cases, and Considerations for GPs and LPs
- Running a Venture Firm as a Solo GP
Friday, May 15
8:00 am - 10:00 am
Breakfast
Previous Beyond Summit Events
Beyond Summit 2025 Recap
We hosted our third Beyond Summit and inaugural LP Day in Carlsbad, CA, bringing together 250+ GPs, LPs, and Family Offices from 80+ cities across 7 countries. The invite-only experience combined mainstage keynotes with peer-led, un-conference sessions featuring Kevin Weil, Elizabeth Weil, Aydin Senkut, Bill Maris, Eurie Kim, Santi Subotovsky, Kristina Shen, Lynne Chou O’Keefe, Richard Kerby, and Tomasz Tunguz. From candid conversations to meaningful networking, Beyond Summit 2025 delivered on its mission to move private markets forward—together.
90+ Fund Manager Participants in 2025
Beyond Summit is a highly curated, invite-only event designed to bring together Allocate’s community of leading limited partners investors, venture capitalists, and technology leaders.
See who attended
Confirmed Main Stage Speakers
Pejman Nozad
Founder & General Partner
Andrew Chen
general Partner
Alex Pall
Founder & General Partner
Somesh Dash
general Partner
GP Breakout Sessions Featuring
Thank you to our Platinum Partner
Thank You to Our 2026 Sponsors
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Interested in partnering with us?
Contact community@allocate.co for details and partnership packages.
Frequently Asked Questions
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FOR MORE INFORMATION PLEASE CONTACT OUR TEAM ATBEYONDSUMMIT@ALLOCATE.CO
