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Attendee List - PMG Digital Family Office Forum

900+ Registered

2026 Snapshot


This is a curated snapshot of senior decision-makers attending our virtual summit.  To view the complete attendee list of 900+ family office executives, institutional investors, and private market professionals, register to attend on LinkedIn where you can connect with other guests with similar interests, expertise, and investment mandates.


Family Offices & Family Office Leadership


Chief Investment Officers & Managing Partners:

  • Lincoln S. Ellis - Chief Investment Officer, Ahakista Private Family Office
  • David Chernov - Chief Investment Officer, Single Family Office (Dubai)
  • Ken Goldman - Former President, Hillspire, LLC (Google Family Office)
  • Wayne Liu - Chief Investment Officer
  • Amine Bouchentouf - Chief Investment Officer
  • James Bejani (JB) - Chief Investment Officer
  • Nicolaas Erasmus - Chief Investment Officer, EFO®
  • Faisal Khan - CIO, Acre Impact Capital
  • Joseph R. LaTurner - Chief Investment Officer
  • Kojo Amoo-Gottfried - Chief Investment Officer, BSI
  • Paul-Georges Moucan - Chief Investment Officer
  • Jon Baranko - Chief Investment Officer
  • Adam Coons, CFA - Chief Investment Officer, Winthrop Capital Management


Family Office Founders & CEOs:

  • Dr. Najat Benchiba-Savenius - Founder & Director, Gazelle Advisory Group
  • João Manuel Paz Teixeira - The Chairman, UCEA Single Family Office
  • Anne Klein - Founder, LuciaDeKlein Private Office
  • G. S. Jaggi - Founder | CEO | Managing Partner, Family Office
  • Mahir Eyvazov - Founder, Family Office Strategist
  • Colten Ratz - Founder & CEO, Family Office Factory
  • Andreas Schwarz - Founder, Schwarz Family Office
  • Asad Dagra - Principal, Dagra Family Office


Family Office Directors & Senior Leadership:

  • Reema S. Jaggi - Principal, Jaggi Family Office
  • Asya Nagdimova - MD of Finance and Accounting, Family Office
  • Garry Toy - Managing Director, The Thayan Family Office Limited
  • Jorge Uribe Touri - Family Office Director
  • Darryl LaRue - COO, Family Office
  • Elizabeth Bauer Chand - Partner, Head of Family Office Solutions
  • Richard J. Wolkowitz - Family Office Leader
  • Pantelis P.J. Makris - Operations Director, Fry Family Office
  • Alex Ross - Family Office Director
  • Felicia Heng - Founder & Managing Partner, Certified Family Wealth Advisor (Family Offices)
  • Josh Pezzulo - SFO Executive, Graven Capital
  • Dr. Jan Hendrik Taubert - Building the first global Multi-Family Office for Impact
  • Léo-Paul GODCHAUX - Investment Associate, iVESTA Family Office
  • Kerstin Sallows - Managing Partner, HomeFarm Capital
  • Julia Green - Managing Director, Private Office £100M-£1B Family Principal
  • Tom Noall - Principal Investment Officer, Single Family Office


TIGER 21 Chairs & Family Office Network Leaders:

  • Tommy Mayes - Family Office, TIGER 21 Chair
  • Gil Bonwitt - Tiger 21 Chair for Miami/Fort Lauderdale/Family Office Group
  • Michele Skelding - Family Office & UHNW Strategy, TIGER 21 Chair
  • Cynthia Dalagelis - TIGER 21 Chair
  • Elizabeth Ledoux - Family Business & Generational Wealth Transition Expert, TIGER 21 Chair
  • Heidi E. Lehmann - Family Office Capital Partner, TIGER 21 Chair (KC)
  • David Madden - Risk Management, Investor, TIGER 21 Chair
  • Mark A Marxer - Founding Partner, MMX Management, TIGER 21 Chair
  • Jon Stromberg - CEO, Stromberg Sport, YPO, Tiger 21


Institutional Family Office Services:

  • Heather Gelchion - Managing Director Global Family Office, Rockefeller Capital Management
  • Chelsea Smith - Senior National Director, Family Office Services, Bernstein Private Wealth Management
  • John Castrucci - RSM Family Office Enterprise, National Managing Director
  • Karen Costa - Family Office Enterprise National Practice Leader, RSM US LLP


Family Office Advisors & Strategists:

  • Henry Da-Cheng Lee - Partner, Family Office Advisor
  • Wunibald Guertler - Family Office Executive, VC Advisor
  • James "Jay" Day - Advisor, Single Family Office
  • Bhaskar Dasgupta - Chief Mischief Officer, Family Office Principal
  • Pamela Sen-Gupta - In-House Lawyer for Family Offices
  • Jeremy Stevenson - Family Enterprise Advisor
  • William Bijesse - Senior Advisory Partner for SFO Creation
  • Neil Soskin - Trusted Advisor to family real estate companies
  • Brandon Henry - Founder & CEO, Mosaic, Family Business Advisor
  • Leo Chikomba - Strategic Advisory, Family Office, Mayfair London


Family Office Investment Teams:

  • Kristina Chang - CEO, Westlake Realty Group, Family Office
  • Junlin Liu - Family Office, Private Banking
  • Isbar Ali - Family Office, Private Equity, Perpetual Group of Companies
  • Sergey Aslanyan - Family Office, Private Equity
  • Dakoda Darby - Private Family Offices
  • Vanina Décaillet - Family Office
  • Safeer Bashir - Single Family Office
  • Langyu John Wang - Wealth Management, Family Office, Chicago Booth
  • Sumit Roy - Family Office/Project Manager
  • Lisa Morris - Family Office, Truffle Pig, Philanthropy


Investment Banks & Asset Management


Goldman Sachs:

  • Teppei Takanabe - Partner, Goldman Sachs

Morgan Stanley:

  • Benjamin Huneke - Managing Director-Head of Investment Management, Morgan Stanley

J.P. Morgan:

  • Grace Peters - Co-Head of Global Investment Strategy, J.P. Morgan Private Bank
  • Anthony Diamandakis - Vice Chairman, Strategic Investors Group, J.P. Morgan

BlackRock:

  • Evy Hambro - Global Head of Thematic and Sector Investing, BlackRock

Apollo Global Management:

  • Michael Kashani - Managing Director, Apollo Global Management

KKR:

  • Henry McVey - Head of Global Macro, KKR
  • Stanley Kwong - Sustainable Investing, KKR

PIMCO:

  • Dmitri Andreev, CFA - Senior Vice President, PIMCO, EMEA Family Offices

Citadel Securities:

  • Jim Esposito - President, Citadel Securities

Mubadala Investment Company:

  • Dr. Saleh Al Mansoori - Executive Director, Mubadala Investment Company

EQT Partners:

  • Benjamin Bygott-Webb - Partner, EQT Partners

Blackstone:

  • Alexandre Militski - Tactical Opportunities, Blackstone

Rockefeller Capital Management:

  • Eric Vanderpool - Vice President, Rockefeller Capital Management

T. Rowe Price:

  • Sébastien Mallet, MBA - Portfolio Manager, T. Rowe Price

Moelis & Company:

  • Maicol Grande - Executive Director, Moelis & Company

King Street Capital Management:

  • Jeff Rosenbaum - Partner, King Street Capital Management

Accel:

  • Jess Segal - Partner, Accel

Coatue:

  • Nathan Urquhart - President and Head of Strategy, Coatue

Churchill Asset Management:

  • Ken Kencel - President and CEO, Churchill Asset Management

Avenue Capital:

  • Todd Marcy - Senior Managing Director, Avenue Capital

Cresset:

  • Jack Ablin, CFA - Founding Partner and Chief Investment Strategist, Cresset
  • Dana Fink - VC, Cresset, Chicago Booth MBA

Nuveen Real Estate:

  • Shawn Lese - Managing Director, Nuveen Real Estate


Private Equity & Venture Capital


Managing Directors & Senior Partners:

  • Frederik (Rick) Wijsenbeek - Partner, Private Equity
  • Dan Revie - Managing Director, Practice Head, at Ziegler Investment Banking
  • Ján Kasper, PhD., MBA, PhD. - Co-Founder & Managing Partner, ZAKA.VC
  • Nadja Swarovski - Managing Partner, Pegasus Private Capital
  • Aaron Ochstein, CFA - MD, Capital Formation - Liquid Strategies
  • Samuel A. Landman - Managing Principal, SL Equity
  • Federico (Fede) Fruhbeck - Partner, Gibson, Dunn & Crutcher LLP
  • Perry J. Pound - Managing Partner, Cambridge Pacific
  • Thomas Liaudet - Partner, Global Head of GP Capital Advisory, Campbell Lutyens
  • Hazem Ben-Gacem - Founder & Chief Executive, BlueFive Capital
  • Yasser Bajsair - BlueFive Capital, Co-Founder
  • Adam Coons, CFA - Chief Investment Officer, Winthrop Capital Management
  • Sumegh Bhatia - CEO & MD, Lighthouse Canton India
  • Irena Spazzapan - Managing Partner, Systemiq Capital
  • Natalia Bucci, CFA - CIO, Portfolio Manager
  • Karan Kapoor, CFA ACA - Director, Private Infrastructure Equity
  • Ravi Rughani - Principal, Actis
  • Scott Sherman - Managing Partner, Mesa Lane Capital Partners
  • Jeremy Ghose - President, The Chatterjee Group
  • Nicolas Huras - CEO & Founder, MiCa Group
  • Steve Carroll - Managing Director, CenterSquare Investment Management
  • David Michaud - Founder & CEO, Parvis
  • Matthew Beech - Investment Director, JRL Group
  • A.J. Noronha, CFA - Venture Capital
  • Alexander Kalis - Founder & CEO, Archimax
  • Stuart Gaffikin - Investment Director, Clarendon Fund Managers
  • Michael Burt - Managing Partner, Prometheon Investments
  • Dustin Cone - Managing Director, Intech Investment Management
  • Mark Kress, CFA - Investment Professional
  • Mark Chamieh - Managing Director, PGIM
  • Gregory Merran - Chief Investment Officer, Sucden Ventures
  • Gregory Pool - Managing Director, NewEdge Wealth
  • Joshua Tennant - Partner, Ostberg Sinclair & Co
  • Adam Abbas - Head of Fixed Income, Harris Associates
  • Faisal Shaker - Chief Executive Officer
  • Hamiz M. Awan - CEO, Co-Founder, Plutus21 Capital
  • Mark Ghahramani - Investor Relations Professional
  • Benoit Paillier - Investment Banking Advisory
  • Pierre Estrade - Partner, Cinven
  • Christophe Briend - Investment Director, Real Estate Investment Management
  • Sylvia Jablonski - Chief Investment Officer
  • Angela Tam - Principal, Private Equity, CreditEase
  • Paul Simmons - Partner & Co-Founder, Greenridge Investment Management
  • Amit Aysola - Managing Partner, Create Health Ventures
  • Aatish Patel - Founder & Managing Partner, Al Tharwa Capital
  • Tariq Bsharat - Chief Strategy and Business Development Officer
  • Anton Vasiliev - General Partner, freesearch ventures
  • Daniel Earl - Managing Director - APAC, API Global
  • Maneesh Gandhi - Partner, Investments, Evanston Capital
  • Farid Moein - Investment Professional, Private Markets
  • Fabrizio Boaron - Investor, Artificial Intelligence
  • Gerry O'Callaghan - Private Credit, Investor Relations
  • Thomas Duff - Investment Director, Henley Investment Management Ltd
  • Marion Caillier - Vice President, AJ Capital Partners
  • Sasha Batica, CFA - SPV Solutions for Private Funds
  • Corinne Merriman, CFA - Business Development, Opto
  • Ivan Camponogara - Executive Director, AQR Capital Management
  • Charles Lyons - Managing Partner, Arrius Capital
  • Nick Markus, CFA - Managing Partner, Wolf Point Asset Management
  • Devon Pennington, CFA - Portfolio Manager, Brightlights Capital
  • Joel Schwab, CFA - Senior Managing Director, HFR
  • Ian Ross - President, Financial Investments Corporation
  • Vito Gioia II - Managing Partner, Solyco Wealth
  • Robert A. Miranda - Miranda Investment Partners
  • Benny Lorenzo - Managing General Partner, Aspira Capital Management, L.P.
  • Rob Miller - Experienced Founder and Angel Investor
  • Brian Kreiter - Co-Founder and CEO, Braidwell
  • Brandon Henry - Founder & CEO, Mosaic, YPO
  • Grant Bowen - Founder & CEO, Peak Projects
  • Michael Naidrich - Co-Chief Executive Officer
  • Joe Shenton - Permanent Capital Partners
  • Reginald Greiner - Managing Partner, ThornbladeCapital
  • Jay Weaver - Founder and Managing Partner, Quartz Lake Capital
  • Greg Buzzell - CEO, Kadens Family Holdings
  • Ken Buckman (Bucky) - Serial Entrepreneur, Private Equity
  • Raphael Lavin - CEO and Managing Director, Standard Professional Services, LLC
  • Todd Heiner - Ridgeline Capital Group
  • Shubho Ghosh - Managing Director, Opti Capital Management, LP
  • Todd Watson - The Armstrong Company, Entrepreneur, Investor
  • Barry Dunn - Managing Director, The Peakstone Group
  • Cameron Falconer - Senior Managing Director, Hines
  • Heath Rushing - Managing Partner, Ecosystem Investment Partners
  • Carlos Omine - Wealth Management, Venture Capital
  • Peter Newton John - Managing Partner, SW Ventures
  • Travis B. - Senior Managing Director, Golconda Partners
  • Ryan V. - Chief Executive Officer, Opto Investments
  • Paolo Minguzzi - Managing Partner, VujaDe Ventures
  • Tom Turmell - Managing Director, TMT Capital Partners, LLC
  • Samer Solh - Board Director & Investment Strategist
  • Darwin Ling - GP, Good AI Capital
  • Bryon S. - Curi Capital, Family Office Services
  • Thomas Furnas - Advisor, Mentor, Value Creation
  • Parham B. - PE/VC, Exit Planning, Turnarounds
  • Rina Okachi - FinTech/B2B/AI Investor, Wharton MBA
  • Emil Rafael M. - Seed Venture Capital
  • Colter Lewis - Founder & CEO, Endeavor Advisors
  • Nicolas Tinant - Partner, EY Private Equity & Infrastructure
  • Ankit Shrivastava - Founder & Managing Partner, Enventure
  • Tony Maio - Managing Director, Deft Properties Ltd
  • Lucas Hayes - Founder, CEO, Investor, Operator
  • Faisal Ali Younas - PE/M&A, ESG & Climate Action
  • Jay Duarah - Founder & CEO, Aspen Capital Group
  • Saheb Sabharwal - Co-founder, Cart.com
  • Mikey Blake - Private Equity Investor, Energy Transition
  • Jordan Tritt - CEO, BDSA
  • Jeffrey Egan - Executive, Entrepreneur, Shareholder, Investor
  • Nikin Shah - Investor, Front Porch Venture Partners


Impact & Specialized Investing:

  • Dr. Maria Blekher - Managing Partner, Serendipity Impact VC
  • Nir Peled - Founder & CRO, Atlas Invest
  • Sandro W. Pereira dos Santos - WealthTech CEO and Founder
  • Wesley King - Health + Planet + Disruptive Tech Investments
  • Valerie Nott - Senior Partner, EY, Global Wealth & Asset Management
  • Jie Li - Investor, Advisor & Sounding Board to Entrepreneurs
  • Federico Inciarte Sánchez, MBA - Head of Business Development, RA Fund & Corporate Services
  • Donald Lindsay - Private Equity, Growth, M&A
  • Storm Uru - Co-Lead Fund Manager
  • Danish M. - Investor in Mental & Brain Health
  • Catie Calcagno - Head of Investor Relations, The Westly Group
  • Jay Pollitt - Principal, Beh Investment Partners, LLC
  • Andy Dale - Pacific Northwest Private Growth Company Investor
  • Niharika Shah - Investing & Building in AgeTech
  • Juan Verde - Corporate and Government Strategist
  • Eric Gomberg - SPAC Banking, Odeon Capital Group
  • Rune Sanbeck, CFA - Business Development, Wharton/UCLA
  • Brad Foster - Head of Fixed Income & Private Markets
  • Gervais Williams - Head of Equities, Premier Miton Group plc
  • Jason Todd, CFA - Founder and CEO, Ten Cap
  • Bryan Zhang - Executive Director of CCAF
  • Cary Segall - VP of Equity, Real Capital Solutions
  • Min Cao - OTC, Digital Assets, INSEAD GEMBA
  • Andrew Dreaneen - Global Head of Natural Capital
  • Robert Ciggaar - Investment Management
  • Yiow Tan - Private Wealth, Funds, Capital Markets
  • Taylor Hawks - Private Investment, Alternative Investment
  • Dhananjai ("DJ") - Private Equity Real Estate
  • Francisco Quintal - APEX, Sports Investing
  • Tope Odugbesan - Investor, Payments
  • David James L. - Real Estate Private Equity
  • Chris B. - Real Estate Private Equity
  • Bryson C. - National Security Capital Partners
  • Juan L. - Investment Management, Alternative Investments
  • Casey N. A. - PPLI/PPVA professional
  • Nathan W. - Credit Executive, Merrill
  • Sam Mahtani - Global Investment and Sustainability Leader

Register To Attend

Geographic Representation

Europe: London, Dublin, Zurich, Paris, Geneva, Luxembourg, Monaco


Middle East: Dubai, Abu Dhabi


North America: New York, San Francisco, Chicago, Miami, Boston, Los Angeles


Asia-Pacific: Singapore, Hong Kong, Sydney, Tokyo


Latin America: São Paulo, Mexico City


Africa: Johannesburg, Lagos

Combined Assets Under Management & Family Wealth Represented

$450-500 Billion (Conservative Estimate)


Watch live on February 3rd, 2026 via LinkedIn Live or access the on-demand recording after the event.


To connect with the full network of 900+ attendees and access the complete attendee directory, register to attend on LinkedIn and build meaningful relationships with peers managing similar portfolios and investment strategies.

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