invites you to

Best Ideas Summit 2025

Best Ideas Summit 2025

An exclusive forum designed to explore emerging ideas and strategies in alternative investing.



Big Canyon Country Club

October 29, 2025

4:00 - 6:00 PM

An exclusive forum designed to explore emerging ideas and strategies in alternative investing.

 


Big Canyon County Club

October 29, 2025

4:00 - 6:00 PM

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.

Event Schedule

Event Schedule

4:00PM

Welcome Reception
Drinks & light bites will be served

4:30PM

Fireside Chat
with Former FBI Special Agent Dawn Doak

Fireside Chat
with Former FBI Special Agent Dawn Norris Doak

5:00PM

Manager Panel
featuring Catalyst, Delta Leasing, AQR and Hakluyt Capital

5:45PM

Closing Remarks & Networking

4:00PM

Welcome Reception
Drinks & light bites will be served

4:30PM

Fireside Chat
with Former FBI Special Agent Dawn Norris Doak

5:00PM

Manager Panel
featuring Catalyst, Delta Leasing, AQR and Hakluyt Capital

5:45PM

Closing Remarks & Networking

Fireside Chat

Fireside Chat

Dawn Norris Doak

Dawn Norris Doak

Retired FBI Supervisory Special Agent, Behavioral Analyst & Harvard Fellow

Dawn Norris Doak is a retired Supervisory Special Agent with the FBI’s National Security Division, Behavioral Analysis Unit. She is an authority in behavioral assessments for matters involving threats to US national security.


Read her full bio here.


Dawn Norris Doak is a retired Supervisory Special Agent with the FBI’s National Security Division, Behavioral Analysis Unit. She is an authority in behavioral assessments for matters involving threats to US national security.


Read her full bio here.

Manager Panel

Manager Panel

David Lohrey

Executive Director

Executive Director

AQR | Tax Loss Harvesting

Dan Haroun

Co-Founder & Partner

Co-Founder & Partner

Catalyst | Industrial Outdoor Storage

Adam Woodard

Co-Founder & Managing Partner

Co-Founder & Managing Partner

Delta Financial | Specialty Equipment Leasing

Jamie Potts

Co-Founder

Co-Founder

Hakluyt Capital | Late-Stage Venture

SAVE YOUR SPOT

Best Ideas Summit 2025

Best Ideas Summit 2025

October 29, 2025

Big Canyon Country Club

We welcome your thoughts, comments and correspondence.

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