// Ethical AI in Global Business and Healthcare

Panelists will discuss the critical role of data integrity in business and healthcare (AI), and what goes into ensuring these systems operate with truthful, trusted, high-integrity, and consented data. The panel will dive into the limitations of pattern recognition and statistical modeling that does not "understand" medicine, and why having “more data” is not better than having “quality data.” The panel will discuss why we talk too much about "training AI," and not enough about the ontology, cleaning, structuring, and orchestrating healthcare data so computational models don't make dangerous mistakes due to bias that leads to disparities in treatment recommendations, hallucinations that propagate false or misleading insights, and data decay that leads to outdated or incomplete information driving increasingly worse decisions over time. We’ll discuss the value and role of data rights in healthcare, as well as best practices for owning, controlling, and licensing access to your health information.

// What’s Driving Corporates to Invest to Learn?

This panel will feature a unique and insightful discussion with corporate experts and their investment partners about the evolving, yet purposeful and strategic approach to deploying venture capital into early-stage startups to address innovation challenges and seize market / revenue opportunities.
RW Baird will speak about how it's leveraging its “invest to learn” strategy in partnership with NVNG, to tap into a broader network of venture fund managers and gain valuable transparency and insights into emerging companies poised for growth. Meanwhile, Rockwell, with its own corporate venture capital office, will address how its “invest to learn” strategy is investing directly into startups that align with its internal strategic needs.
In this panel we’ll look at several distinct “invest to learn” driven strategies, and why each individual effort is unique across the venture network. The session will explore how corporations—whether investing through funds or using their own venture arms—are forging vital connections with startups, enhancing diligence processes, and bridging their innovation efforts with the broader venture landscape. Whether you’re interested in corporate venture strategies or looking to understand how corporations engage with venture funds, fund of funds, the startup ecosystem to rally around market opportunities that can be driven through innovation, this discussion will provide best practices and actionable insights corporations need to leverage external innovation to drive growth.

// Family Office Leaders Dive Into How Founders Can Secure Direct Investments From Providers of “Patient Capital”

Panelists will explore what it takes to capture the attention of family offices looking to invest directly with founders, as the venture market continues to evolve. Often viewed as private but patient financial entities, family offices are key investors in innovation in part because it serves to diversify their portfolios. The panelists will “look behind the curtain” to shed light on the inner workings of family offices, and share tips for how to identify, approach, and draw the interest of these often difficult to identify sources of capital. They will also delve into what motivates family offices, how they evaluate opportunities, and which verticals typically draw the focus of their direct investments (e.g. where family values intersect with risk adjusted market opportunities).

Whether you’re a founder seeking new capital sources or an investor interested in the evolving landscape, this session offers a rare opportunity to gain insights from family office leaders who are redefining the sector’s investment strategies and helping shape the next wave of startup success.

// Why Impact Investing Needs More (Imp)action; What’s Turning a Trillion Dollars in Impact Investments Into Vapor?

Panelists will explore what it will take to get impact investing on track to meet its professed purpose. The panelists will “look behind the curtain” to shed light on systemic barriers built into capitalism that are preventing impact investing from achieving intended outcomes. This panel will dive into a candid conversation on the inner workings of investing to explore alternative models, approaches, and tips that help investors navigate the barriers between providing capital, generating returns, and creating real, scalable, and lasting positive change. Learn how a market of misaligned incentives, misplaced morality, and PR /marketing “word salad” can be rerouted with a mix of due diligence, restructured incentives, accountability, and LP education. With these bold changes, the impact investing ecosystem can deliver a better alignment of motivations and to actually deliver measurable impact.

// Generational Wisdom in Action — Investing Through the Lens of a Father-Daughter Investment and Family Office Team

In today’s rapidly evolving business and financial landscape, generational collaboration will redefine how family offices approach investing, through direct opportunities and strategic fund allocations. Join Bruce and Lauren Lee for a candid, father-daughter conversation about what it takes to collaborate in running a multi-family office and wealth management firm (Keebeck Wealth Management). Learn applicable best practices for how to blend decades of institutional experience with a fresh, next-gen perspective to ensure your family office is well-positioned for long-term value creation. Together, Bruce and Lauren will share lessons learned from co-investing, navigating family dynamics, tackling new investment market realities, and identifying how mission and "lifestyle" intersect to power the next big trends in wealth management and investing. Expect actionable insights rooted in trust, stewardship, and shared vision.