JUNE 25-27, 2025
Hosted at The Wisconsin Club and other locations in Milwaukee, Wisconsin.
F3 is an invite-only gathering for investors and select founders. If you fit the criteria and want to purchase a ticket, please submit consideration for your invitation here.
F3: Families > Funds > Founders is a premier event to connect and educate decision makers from family offices, funds (VC, PE, and debt), and disruptive founders who are interested in actionable insights for navigating the rapidly evolving innovation investment landscape.
Taking place in Milwaukee from June 25 - 27, 2025, F3 features curated panels, private sessions, and exclusive networking experiences for senior executives seeking to navigate evolving economic conditions and shifting capital strategies to support innovation. The event kicks off on June 25th with an exclusive networking experience to get acquainted and connected. June 26th features seven curated sessions and 15+ speakers, followed by evening cocktails and conversations. On June 27th, select attendees are invited to a fireside discussion featuring Jack Selby of AZ-VC and Thiel Capital. Join us for a rare opportunity to engage with top investors, disruptors, and innovators seeking to gain actionable insights to shape the future of investing across regions, sectors, and generations.
The pandemic was the flashpoint for democratizing access to technology talent – it was potentially the biggest intra-country migration since the Dust Bowl. Fast forward a few years and we are beginning to see its impact. The dispersion of talent across the USA is driving a convergence of coastal technology talent with off-coast, needs based economies, creating a unique opportunity for venture capital investors (non-coastal valuations are at a relative discount compared with the coasts). Jack will share insights from his work in the greater Phoenix, AZ, founder and innovation ecosystem, and explain why its time to pay closer attention to the emerging opportunity to invest in non-coastal companies, coach them up, and arbitrage them to our coastal friends, who will pay a premium for them because of over-concentration of coastal VC peers. It’s happening in all sectors, and being driven by the fervor to nationalize and solve real innovation challenges facing everything from manufacturing and automation, to AI, robotics, and defense technology.
// 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.
Sterling Snead
CEO, Data Scientist, Ph.D Candidate, S&S Global Family Office
Will TeschCEO and Founder, HealthLX
// 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.
Moderator: Grady Buchanan Co-Founder and Managing Director, NVNG
Alex SmithRockwell AutomationLead Investor, Venture Portfolio and Investments
// 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.
Moderator: Larisa MillerCEO, Phoenix Global Group Holdings
Cameron Newton
Investment Manager, Founder Member, GP and Managing Partner, Relevance Ventures
// 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.
Bruce K. Lee CEO & Founder, Keebeck Wealth Management
Lauren Lee Chief of Staff, Keebeck Wealth Management
// 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.
Moderator: John McDonaldShareholder, Godfrey & Kahn
Dave Sachse Managing Partner, Family VC, and Managing Partner, Sachse Family Fund
// Capitalizing on Automation: Strategic Investing in Robotics
Lisa Chai of Interwoven Ventures and Bob Hall of Outrider will engage in a conversation designed for LPs, VCs, and family offices navigating The Future of Investing in Robotics. As robotics transforms critical sectors from healthcare to logistics, family offices and institutional investors face new opportunities and unique challenges. This is not about whether robotics will reshape our future—it's about strategically aligning investments to capitalize on these advancements. This session will delve into key considerations for family offices and investors exploring robotics, highlighting tangible opportunities, breakthroughs in robotics innovation, and the powerful convergence of AI and automation reshaping global industries. The discussion between Lisa Chai and Bob Hall will equip attendees with critical insights on effective strategies for funding robotics startups and navigating the complexities of this dynamic market.
Moderator: Philip Robertson Partner at Impact Partners
Lisa Chai
Co-founder and General Partner,
Interwoven Ventures
// // From Discovering Unicorns to Building Them: Venture Studio Co-Investing for Family Offices & Networks
Family Office portfolios increasingly “sample” venture—but standard GP/LP funds and one-off direct deals rarely align with their entrepreneurial ethos and family values, or the need for visibility. While the future is never certain, values-based investing is positioned to surge in concert with the potential $100 trillion-plus wealth transfer, and venture studios are poised to be a powerful vehicle for both financial returns and meaningful impact as we shape what’s next. Venture studio models promise a different path: hands-on company creation, tighter governance, and research-led portfolio construction. Yet the studio cap table can dilute founders and spook later stage investors; threading that needle takes significant, patient capital and careful design.
This session brings together Dan Sem and Daniel Becker pull back the curtain on Talents Fund— a family office co-investment model built to manufacture high-return companies instead of hunting them, alongside Alloy Partners’ (formerly High Alpha Innovation) Nick Wichert—fresh off their 2025 rebrand as one of the world’s largest corporate venture builders— to share lessons learned from pairing institutional LPs with advantaged startup creation. The audience of families, fund principals, and venture operators pressure-tests the model live, surfacing real pain points, potential challenges, and partnership opportunities. Walk away with an insider’s view of where studio economics work (and where they run into friction), how family offices can write smarter venture tickets, and how forward thinkers are aiming to translate “patient, purpose-driven capital” into a repeatable unicorn-building engine.
Moderated by Dr. John den Boer, this conversation will weave in recent research and perspectives from thought leaders like Matthew Burris, who has articulated how venture studios offer family offices a “third way”—one that sits between direct investment and traditional VC, combining strategic control with venture scale opportunity.
Moderator: John DenBoerCEO, Dementia Prevention Systems
Daniel Becker Partner & Head of Operations, Talents Fund
Panel Speakers
Daniel Becker
Partner & Head of Operations, Talents Fund
Max Brickman
Founder and Managing Director,
Heartland Ventures
Grady Buchanan Co-Founder and Managing Director, NVNG
Lisa Chai
Co-founder and General Partner,
Interwoven Ventures
John DenBoer
CEO, Dementia Prevention Systems
Bob Hall
Chief Operating Officer,
Outrider
John de Havilland
General Manager, Digital and App Innovation, Microsoft
Brad JonesManaging Partner, Standard Normal
Bruce K. Lee
CEO and Founder, Keebeck Wealth Management
Lauren Lee Chief of Staff, Keebeck Wealth Management
John McDonald
Shareholder, Godfrey & Kahn
Larisa Miller
CEO, Phoenix Global Group Holdings
Cameron Newton
Investment Manager, Founder Member, GP and Managing Partner, Relevance Ventures
Josh Ploch Founder of Ploch Family Office, Private Equity Principal
Dan Renouard
Managing Director, Strategic Initiatives, RW Baird
Dave Sachse Managing Partner, Family VC, and Managing Partner, Sachse Family Fund
Dr. Daniel S. Sem President, CU Ventures & Walsh Ventures Managing Partner, Talents Fund
Alex Smith
Rockwell Automation
Lead Investor, Venture Portfolio and Investments
Sterling SneadCEO, Data Scientist, Ph.D Candidate, S&S Global Family Office
Will Tesch
CEO and Founder, HealthLX
Nick Wichert
Business Development Manager,
Alloy Partners
Ian Winer
Founder and CEO,
Center 15 Capital
Sponsors