Save the Date!

The Resort at Pelican Hill | Newport Beach, CA

May 18 - 19 | LP Day – Welcome Reception & Programming
‍May 19 - 21 | Beyond Summit – Welcome Reception & Programming

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Allocate is thrilled to host Beyond Summit 2027

location
The Resort at Pelican Hill | Newport Beach, CA
dates
May 18 - 19 | LP Day – Welcome Reception & Programming
May 19 - 21 | Beyond Summit – Welcome Reception & Programming
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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
a decorative image of general partners that will be attending Allocate's Beyond Summit

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
Allocate is building the infrastructure powering the future of private investing.



Designed for the wealth advisory channel – advisors, family offices, and institutional allocators – our full-stack platform transforms private markets from opaque and fragmented to personalized, transparent, and intelligent.

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images from the 2023 Allocate Beyond Summit event

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.

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 18

5:00 pm - 7:00 pm
LP Day Registration & Welcome Reception

Wednesday, May 19

7:00 am - 9:00 am
Breakfast
8:00 am - 12:00 pm
Morning Activities
12:00 pm - 1:00 pm
Lunch
1:00 pm - 5:00 pm
Afternoon Programming & LP Peer Breakout Sessions

Beyond Summit

For all GP and LP participants

Wednesday, May 19

6:00 pm - 6:30 pm
GP - LP Welcome Reception
6:30 pm - 9:30 pm
GP - LP Welcome Dinner

Thursday, May 20

7:00 am - 8:00 am
Morning Activity
7:30 am - 8:50 am
Breakfast
9:00 am - 12:00 pm
Morning Programming & GP Co-Hosted Breakouts
12:00 pm - 2:00 pm
Lunch
2:00 pm - 3:30 pm
Afternoon Programming & GP Co-Hosted Breakouts
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

Friday, May 21

8:00 am - 10:00 am
Debrief Breakfast

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.

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

5:00 pm - 7:00 pm
LP Day Registration & Welcome Reception

Wednesday, May 13

7:00 am - 9:00 am
Breakfast
8:00 am - 12:00 pm
Morning Activities
  • Fly Fishing
  • Axe Throwing
12:00 pm - 1:00 pm
Lunch
1:00 pm - 5:00 pm
Afternoon Programming
  • Mainstage Programming
  • LP-Peer Breakout Sessions
LP Day – Mainstage Sessions
Topics
  • Fireside Chat – Conviction at Scale: Winning in a Power Law Market
    ‍    Anton Levy, Founder & Managing Partner at Layer Global
    Arash Rebek, Partner & Head of Capital Formation & LP Relations at Layer Global
  • Fireside Chat – The Institutional Edge: Building and Sustaining Venture at Scale
    Carter Reum, Co-Founder & Partner at M13
    Dan Feder, Senior Managing Director of Investments at the University of Michigan
LP-Peer Breakout Sessions
Round 1 Topics
  • From Access to Architecture: Building a Private Markets Program That Scales
  • The New Liquidity Toolkit: Secondaries, Structuring, and Portfolio Flexibility
Round 2 Topics
  • The Next Trillion: Wealth, Technology, and the Rewiring of Private Markets
  • Beyond the Pilot: Operationalizing AI Across the Private Markets Organization

Beyond Summit

For all GP and LP participants

Wednesday, May 13

6:00 pm - 6:30 pm
GP - LP Welcome Reception
6:30 pm - 9:30 pm
GP - LP Welcome Dinner

Thursday, May 14

7:00 am - 8:00 am
Morning Activity
7:30 am - 8:50 am
Breakfast
9:00 am - 11:00 am
Morning Programming
11:00 am - 11:30 am
Coffee Break
11:30 am - 12:15 pm
GP Co-hosted Breakouts
12:15 pm - 1:45 pm
Lunch
1:45 pm - 2:30 pm
Afternoon Programming
2:45 pm - 3:30 pm
GP Co-hosted Breakouts
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
  • Franchise Builders: What It Takes to Build a Venture Firm That Lasts
    ‍Mamoon Hamid, Partner at Kleiner Perkins
  • Exits Repriced: IPOs, M&A, and the Real State of Venture Liquidity
    ‍Natasha Motwani, Head of VC & Emerging Tech Coverage at UBS Investment Banking
    Emlen Fischer, Partner at Centerview Partners
  • The New Early Stage: How Seed and Series A Investing Has Been Fundamentally Rewired
    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 Reshaping the Venture Firm: From Sourcing and Diligence to Platform Support and Fund Economics – What's Actually Changing
  • 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
  • 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
  • Frontier Bets, Amplified: Foundational Themes Turbocharged by the Forces Reshaping the AI Economy
  • Where the Best Early Talent Is Found: How Firms Are Building Pipelines Through Accelerators, Universities, and Non-Traditional Channels
  • Structured Liquidity Solutions: Secondaries and NAV-Based Lending as a Liquidity Tool: Mechanics, Use Cases, and Considerations for GPs and LPs
  • Running a Venture Firm as a Solo GP: The Case for Singular Conviction – Independence, Decision-Making, and Building a Durable Firm Alone

Friday, May 15

8:00 am - 10:00 am
Breakfast

Previous Beyond Summit Events

Beyond Summit 2026 Recap

We hosted our fourth Beyond Summit and second annual LP Day in Park City, Utah, bringing together 250+ GPs & LPs from 40+ cities across 11+ countries. The invite-only experience combined mainstage keynotes with peer-led, un-conference sessions featuring Aileen Lee, Alexis Ohanian Sr., Anton Levy, Arash Rebek, Carter Reum, Daniel Feder, Emlen Fischer, Mamoon Hamid, and Natasha Motwani. From candid conversations to meaningful networking, Beyond Summit 2026 delivered on its mission to move private markets forward –together.
View the 2026 Program
View the 2026 Photo Gallery

100+ GP Participants in 2026

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 last year

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
a decorative image of general partners that will be attending Allocate's Beyond Summit
Thank you to our Platinum Partner

Thank You to Our 2026 Sponsors

Interested in partnering with us?
Contact community@allocate.co for details and partnership packages.
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FOR MORE INFORMATION PLEASE CONTACT OUR TEAM ATBEYONDSUMMIT@ALLOCATE.CO
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