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may 22 - may 24, 2024

The Resort at Pelican Hill, Newport Beach, California

Join us for a highly curated invite-only “un-conference” designed to bring together ~100 leading family offices, venture capitalists, and technology leaders to discuss the future of innovation and venture capital.

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Allocate's mission is to modernize investment into venture capital so that it is more inclusive, transparent and tailored to the individual investor.
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images from the 2023 Allocate Beyond Summit event
Allocate is thrilled to host its annual Beyond Summit 2024
Event Details
The Resort at Pelican Hill, Newport Beach, California
Wednesday May 22 - Friday May 24, 2024
Family office members, next gen, executive and investment teams
Room Details
To take full advantage of the activities and experience, we encourage all attendees to stay at the host hotel, Pelican Hill.
We have arranged for discounted rooms for our attendees. Room reservations must be made through the online registration form to secure the discounted rate.
Room rates at Pelican Hill do not include the resort fee per room night and applicable state and local taxes.
view the bungalow rooms

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

Curated Program

Our goal is for attendees to learn and build lifelong relationships. We will be focused on driving meaningful conversation and relationship building through peer moderated breakout sessions and activities.

Wednesday, May 22

*Families Only
10:00 am - 4:00 pm
3:00 pm - 5:00 pm
Arrival & Registration
5:00 pm - 9:00 pm
Welcome Reception & Dinner

Thursday, May 23

7:00 am - 8:00 am
Rise & Shine Activities
  • Beach Hike through Crystal Cove
  • Vinyasa Yoga Class
7:30 am - 9:00 am
9:00 am - 12:15 pm
Morning Programming
  • Mainstage Session
  • GP Co-hosted Breakouts
12:15 pm - 1:45 pm
1:30 pm - 2:15 pm
Afternoon Programming
  • GP Co-hosted Breakouts
  • Mainstage Session
3:30 pm - 4:15 pm
Peer Breakouts*
4:15 pm - 6:00 pm
Free Time*
6:00 pm - 9:00 pm
Closing Reception & Dinner*

Mainstage Sessions

Morning Topics
  • Fireside Chat: Hemant Taneja, CEO of General Catalyst
  • The Unconventional Path to Venture, a discussion featuring:
    Alex Pall of Mantis VC
    Lance Armstrong of Next Ventures
    Lan Xuezhao of Basis Set

    Pejman Nozad of Pear VC
Afternoon Topics
  • Built to Last, a discussion featuring:
    Mark Suster of Upfront Ventures
    Peter Hébert of Lux Capital
    Somesh Dash of IVP
    Will Kohler of Lightspeed Venture Partners

GP Co-hosted Breakouts

Meet leading venture fund managers and learn about the latest innovation trends and insights.

round 1 Topics
  • Beyond the Horizon: Exploring the Frontier technologies and Its Transformative Potential
  • The AI Revolution: Navigating the Investment Landscape of Tomorrow
  • The Rise of the Solo-GP: Embracing the New Era of Venture Capital
  • Decoding Consumer Tech: Trends, Insights, and Opportunities Shaping Our Lives
  • GP Fund Portfolio Construction: Mastering the Science and Art of Building Optimal Fund Portfolios
  • Liquidity in Venture Capital: Navigating the Changing Tides and Charting a Course for the Future
Round 2 Topics
  • The New Era of VC: How Emerging Managers are Reshaping the Industry
  • The Art of Value Creation: Proven Frameworks for VC Success
  • The AI Revolution: Navigating the Investment Landscape of Tomorrow
  • Investing for a Better World: The Growing Impact of Healthcare, Education, and Climate-Focused Ventures
  • Navigating the Seed Stage: Strategies for Competing in a Crowded Market
  • Contrarian Investing in VC: Embracing Unconventional Strategies for Outsized Returns

Peer Breakouts

Connect and exchange best practices with fellow family office leaders.

  • Investing with Purpose: Aligning Values, Driving Change, and Redefining Capitalism
  • Mastering the Art of LP Portfolio Construction: Proven Strategies for Optimal Performance
  • The Science of Due Diligence: A Comprehensive Guide to Evaluating Venture Funds
  • Co-Investments: Navigating the Challenges and Opportunities of Collaborative Investing
  • The Fragmenting Landscape of Venture Capital: Navigating the Growing Segmentation

Friday, May 24

8:00 am - 9:30 am
9:30 am - On
Thank you to our Platinum Partner
2024 Beyond Summit
Sponsor Partners
Interested in partnering with us?
Contact for details and partnership packages.
Beyond Summit 2023 Recap
In 2023 we launched our inaugural Beyond Summit. We welcomed 85+ family offices, representing 12 countries and 56 cities, and were joined by 25+ venture general partners. Core programming included keynote sessions headlined by Mark Suster, Paris Hilton, and Carter Reum, GP-led roundtable discussions, and un-conference style conversations.
View the 2023 Program
We’re excited to build on this success for our upcoming Beyond Summit 2024!
Frequently Asked Questions
What airport should I fly into?
The Resort at Pelican Hill is accessible from three airports in the Los Angeles, California area.
John Wayne Airport (SNA) is a short 15-minute drive.
Long Beach Airport (LGB) is just 30 minutes away.
Los Angeles International (LAX) Airport is a 45-minute drive away.
What are my options for ground transportation?
Car Rental and Driving Directions:
Each of the local commercial airports is served by all major car rental companies. Driving directions to the hotel, from all directions, can be found on Pelican Hill’s website.

Resort Parking:
Overnight parking for two cars per Bungalow is available and included in the resort fee.

Ride Share and Taxi Service:
Taxi and sedan car services are available at all commercial airports. The one-way fare will start at $60-$75, plus gratuity and airport fees. Alternately rideshare, such as Uber and Lyft are available and the one-way fare starts at $25-$35. Please consult your Lyft or Uber app upon arrival for current fares, ride types, and rates.

At LAX Airport: Please note, taxis and ride share companies are not allowed to pick up at curbside. Ride apps and taxis can be picked-up at the LAX-it lot next to Terminal 1. Guests can walk or take the free LAX-it shuttles to get to LAX-it.
What can I expect for weather conditions?
The Southern California Pacific coast enjoys a mild Mediterranean climate with more than 300 days of sunshine per year. Summers are dry due to a semipermanent high-pressure system that sits in the Pacific Ocean and holds storm tracks well to the north. Warm air moving over the cool ocean in summer creates fog that moves in during the evening and early morning hours but almost always dissipates by midday. The average year-round high temperature is 65°F (19°C). The average temperatures in late May range from the low 70’s during the day to the high 50’s at night.
What is the dress code?
Attire for all conference activities and social functions will be casual. No need for a suit or sports coat, although a sweater or jacket is recommended for any evening outdoor activities.