Allocator Summit

Thursday

,

November

17

at

4:00pm

Welcome to Sutton Capital's 2nd Annual Allocator Summit! This special private networking event will feature experts in asset allocation and cover data-driven insights across asset management.

NOTE!!!! EVENT IS AT CAPACITY, but you can signup for the waitlist

JOIN THE WAITLIST (EVENT IS OVERSUBSCRIBED)

Bringing together

Schedule

4:30-5:00 pm

Welcome and Introductions

Networking & Welcome Message

Joel Palathinkal & Amir Rafizadeh

5:00-5:30 pm

Institutional LPs

Data driven insights on the asset management ecosystem

Moderator: Heather Hartnett: GP and Human Ventures

Panel: Erin Harkless Moore (Pivotal Ventures), Sarah Anderson (Vault Fund), Sheryl Mejia (Stewart Asset Management)

5:30-6:00 pm

Single Family Offices

Insights from Single Family Offices on how capital is being deployed and industries of interest

Moderator: Adriana Kassel-Hoffman - SFO

Panel: Vadim Zhitomirsky, CFA (Seven Valleys, LLC) , Johnny Hwin (Studio Management SFO), Jane Chen (SFO)

6:00-6:30 pm

Fund Manager Insights

Sharing emerging trends and industries and the outlook for 2023

Mac Conwell (Rarebreed VC), Gale Wilkinson (Vitalize VC), Nik Milanovic (Fintech fund), Caroline Lewis (Rogue Womens Fund), Ajay Ramachandran (if Magic VC), Yohei Nakajima (Untapped Capital), Zach Resnik (Unbounded Capital), Barbara Iyayi (Unicorn Growth Capital), Alex Pudov (Ed Tech Booster Capital), Tahira Dosani (Resilience VC), Virginie Rafael (Full Circle), Shayna Harris (Supply Change Capital)

6:30-7:30pm

Climate Change Experiential Cocktails

Kickoff Cocktails with a Special Keynote Message about Climate Change & Sustainability

James Lindsay: Builders Vision, Patricia Bubner: CEO at Orbillion

Institutional LPs

Erin Harkless Moore

Investments at Pivotal Ventures

Sarah Anderson

Vault Fund (FoF)

Sheryl Mejia

Stewart Asset Management (FoF)

Single Family Office Investment Trends

Vadim Zhitomirsky, CFA

Seven Valleys, LLC

Johnny Hwin

Studio Management SFO

Jane Chen

SFO

Special Guest Speakers

Joel Palathinkal, Ph.D

CEO: Sutton Capital

Amir Rafizadeh

Managing Director: 678 Partners

James Lindsay

Builders Vision

McKeever Conwell,II

Rarebreed Ventures

Heather Hartnett

Human Ventures

Tahira Dosani

Resilience VC

Adriana Kassel-Hoffman

SFO

Nik Milanović

The Fintech Fund

Gale Wilkinson

Vitalize VC

Caroline Lewis

Rogue Women's Fund

Yohei Nakajima

Untapped Capital

Ajay Ramachandran

ifMagic Ventures

Patricia Bubner

CEO: Orbillion

Alex Pudov

Edtech Booster Capital

Barbara Iyayi

Unicorn Growth Capital

Virginie Raphael

Managing Partner: Full Circle

Zach Resnick

Managing Partner: Unbounded Capital

Shayna Harris

Managing Partner, Supply Change Capital

Ron Shigeta

iAccelerate

Speakers

Phyllis Smith

Phyllis Smith will be speaking about their experience working as an event marketer.

Gregory Shaw

Gregory Shaw will be speaking about their experience as an art director and organizer of design events.

Speaker Name

Short speaker biography.

Speaker Name

Short speaker biography.

Speaker Name

Short speaker biography.

Speakers

August Menahan

August Menahan will be speaking about their experience working as an event marketer.

Minnie Redding

Minnie Redding will be speaking about their experience as an art director and organizer of design events.

Reggie Quartz

Reggie Quartz will be speaking about their experience as marketing director.

Speakers: Single Family Offices

August Menahan

August Menahan will be speaking about their experience working as an event marketer.

Minnie Redding

Minnie Redding will be speaking about their experience as an art director and organizer of design events.

Reggie Quartz

Reggie Quartz will be speaking about their experience as marketing director.

Speakers: Fund of Funds

August Menahan

August Menahan will be speaking about their experience working as an event marketer.

Minnie Redding

Minnie Redding will be speaking about their experience as an art director and organizer of design events.

Reggie Quartz

Reggie Quartz will be speaking about their experience as marketing director.

Schedule

12 pm

Welcome and Introductions

Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message.

Location: Blue Room

1 pm

Plenary Session

Speaker presentation by our Co-Founders Timothy Staples and Jeffrey Hunt.

Location: Pink Room

2 pm

Roundtable Discussion: “What Makes an Effective Virtual Event?”

“What Makes an Effective Virtual Event?” is a roundtable panel, hosted by moderator Leslie Patel.

Location: Orange Room

Schedule

9:30 – 10:15 AM

Panel: "Tapping Into Niche Audiences"

Zee Nguyen – Ad Market Magazine (Moderator)

Forest Bello – VP, Digital Media, Clicker

Amit Sands – Digital Director, Power Haus

Jenny Grace – Founder, Target Tween

10:15 – 11:00 AM

Presentation: “Optimizing Spend In the Mobile Ad Space”

Kate Walsh – VP of Sales, 3DAYS

11:00 – 12:00 PM

Presentation: “Demystifying Metrics: Making Numbers Work For You”

Charlie Gaudenzi – Mobile Analyst, Mobile Arts

12:00 – 1:00 PM

Lunch

1:00 – 2:00 PM

Rapid-Fire Case Studies

Viral Mobile Ads

Time-based Targeting

Crafting Your Brand Story

When Ads Advocate Action

2:00 – 2:20 PM

Networking Break

2:20 – 3:00 PM

Presentation: “The Mobile Ad Process: 7 Steps to Success”

Jerry Zen – CEO of 3DAYS

3:00 – 3:45 PM

Panel: “Consumer Feedback: When Ads Talk Back”

Jenny Grace – Founder, Target Tween (moderator)

Vee Nguyen – Editor, Ad Market Magazine

Sara Chen – CEO, AdTank

Charlie Gaudenzi – Mobile Analyst, Mobile Arts

3:45 – 4:00 PM

Closing Remarks

Jerry Zen – CEO of 3DAYS

4:00 – 5:30 PM

Rooftop Cocktails