invites you to
YOU'RE INVITED
Best Ideas Summit 2025
This year’s event brings together perspectives from across alternative asset classes. Designed to challenge assumptions and spark new thinking, the Summit is an opportunity to step back from day-to-day markets and engage with ideas that inform long-term decision making.
Retired FBI Supervisory Special Agent, Behavioral Analyst & Harvard Fellow

David Lohrey
AQR | Tax Loss Harvesting
Dan Haroun
Catalyst | Industrial Outdoor Storage
Adam Woodard
Delta Financial | Specialty Equipment Leasing
Jamie Potts
Hakluyt Capital | Late-Stage Venture
SAVE YOUR SPOT
October 29, 2025
Big Canyon Country Club
We welcome your thoughts, comments and correspondence.
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