AI, Impact, Investing & Family Office Summit

Deal-Making Summit

Sept.11-12.2025

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In partnership with PwC

Access to Capital + Access to Deal Flow

Culture Shift Labs is convening a curated circle of family offices, other direct investors, nstitutional investors, and AI founders for a 2-day Deal Making Summit. Uncover bold and differentiated opportunities in AI. Forge game-changing partnerships. Redefine family legacy through innovation and impact. This is where generational wealth powers the future. Day 1 is our AI Summit where AI-focused investors share their theses and AI startups with traction pitch.. Day 2 is our Family Office, Impact Investor,and Institutional Investor Summit.

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Speakers

Gerardo Berthin

President, Freedom House

Euler Bropleh

Founder & Managing Partner, VestedWorld

Lourdes Castillo

Founder LATAM Family Office Society

Lauren Chung

CFO & Executive Director, Laxxon Medical Corp

Russell Deakin

CIO, Aceana Group (SFO)

Yael Eisenstat

Policy Director, Cybersecurity for Democracy

Harry Glazer

Founding Partner, Sprockit

Andrea Hoffman

Founder & CEO, Culture Shift Labs

Ralonda Johnson

President & Partner - Malcolm Inc.; General Partner & Founder, Broad St Ventures

Tami Kesselman

Partner, LOHAS

Jonathan Machado

Managing Director at Samsung NEXT

Alan Mattamana

Partner, Fairview Capital

Raamel Mitchell

Director, AI & App Innovation, Microsoft

John Pasmore

Founder & CEO, Latimer

David Parker

Co-CEO, Culture Shift Labs

Rami Reyes

Co-Founder & Managing Director, NextEquity Partners

Angelo Robles

Founder & CEO, SFO Community

Eastin Rossell

Venture Director, HearstLab

Sumit Singh

Partner, Brass Ring Ventures

Dail St. Claire

CEO, Episcopal Church Foundation

Gary Stewart

MyCofoundr.AI

Simon Sylvester-Chaudhuri

Executive Director, CIV:LAB

David Teten

Partner, OrangeCollective.vc; Cofounder & Chairman, ActionTank.io

Chelsea Toler

Sophia Tsai

Managing Director, Trinity Church (endowment)

AGENDA

Thursday, September 11, 2025: AI Summit

8:30 – 9:25 AM

Deal Making Breakfast

9:30 – 9:35 AM

Welcome Remarks

David Parker, Co-CEO, Culture Shift Labs
David Teten, Partner, OrangeCollective.vc; Cofounder & Chairman, ActionTank.io
Andrea Hoffman, Founder & CEO, Culture Shift Labs

9:35 – 10:25 AM

Keynote Fireside Chat

11:00 – 11:40 AM

Meet The AI Investors – Part 1

Moderator: Raamel Mitchell, Director, AI & App Innovation, Microsoft
Speaker: Rami Reyes, Co-Founder & Managing Director, NextEquity Partners
Speaker: Sumit Singh, Partner, Brass Ring Ventures

11:45 – 12:25 PM

We Are Active Investors: Corporates Venture Capitalists Investing in AI

Moderator: Harry Glazer, Founding Partner, Sprockit
Speaker: Eastin Rossell, Venture Director, HearstLab
Speaker: Jonathan Machado, Managing Director, Samsung NEXT

12:30 – 1:30 PM

Deal Making Lunch

1:35 – 2:05 PM

AI Entrepreneurs Pitch - Part 1

5 early-stage founders take center stage, pitching their boldest ideas to a panel of leading investors and industry experts. In this fast-paced session, only the most compelling visions will win the room and open doors to their next phase of growth.

Akhil Suresh Nair, Xena Intelligence
Alexander Zanders, UfarmX
Annika Lundstrom, ReMinded Inc
Audley Wilson, RoboBurger Inc.
Tanvi Gadamsetti, BRCĒ

2:05 – 2:15 PM

Interactive Experience

2:20 – 2:50 PM

AI Entrepreneurs Pitch - Part 2

5 early-stage founders take center stage, pitching their boldest ideas to a panel of leading investors and industry experts. In this fast-paced session, only the most compelling visions will win the room and open doors to their next phase of growth.

Tobias Tanner, Le Magasin - The Co-Retail Experience
Ola Brown, HealthCap Africa
Suzanne Ley, Qrescendo

2:50 – 3:10 PM

Judge Deliberation | Interactive Experience

Judge: Gary Stewart, MyCofoundr.AI
Judge: John Pasmore, Founder & CEO, Latimer
Judge: Raamel Mitchell, Director, AI & App Innovation, Microsoft
Judge: Sumit Singh, Partner, Brass Ring Ventures

3:15 – 3:25 PM

Pitch Winner Check Presentation

3:25 – 3:35 PM

Deal Making Break

3:40 – 4:30 PM

Meet The AI Investors - Part 2

Moderator: David Teten, Partner, OrangeCollective.vc; Chairman, ActionTank.io
Speaker: Luis Valdich,Founder/Managing Partner, VIM Investors
Speaker: Leslie Feinzaig, Founder/Managing Director, Graham & Walker

4:35 PM

Closing Remarks

David Parker, Co-CEO, Culture Shift Labs
David Teten, Partner, OrangeCollective.vc; Cofounder & Chairman, ActionTank.io
Andrea Hoffman, Founder & CEO, Culture Shift Labs

4:40 – 6:00 PM

Deal Making Reception

Friday, September 12, 2025: Family Office Summit

8:30 – 9:25 AM

Deal Making Breakfast

9:30 – 9:40 AM

Welcome Remarks

David Parker, Co-CEO, Culture Shift Labs
David Teten, Partner, OrangeCollective.vc; Cofounder & Chairman, ActionTank.io
Andrea Hoffman, Founder & CEO, Culture Shift Labs

9:45 – 10:35 AM

Foundations, Impact, and Investing

Moderator: David Teten, Partner, OrangeCollective.vc; Cofounder & Chairman, ActionTank.io
Speaker: Dail St. Claire, CEO, Episcopal Church Foundation
Speaker: Sophia Tsai, Managing Director, Trinity Church (endowment)

10:45 – 11:00 PM

Deal Making Break

11:05 – 11:55 AM

Investing, Rule of Law, and Democracy

Moderator: Ben Bilbrough, Cofounder & CEO, ActionTank.io
Speaker: Yael Eisenstat, Policy Director, Cybersecurity for Democracy
Speaker: Gerardo Berthin, President, Freedom House

11:05 – 11:55 AM

Keynote Fireside Chat - The Next Big Family Office Investment Trends

12:00 – 12:45 PM

Family Office Panel

Hear from family offices on where they are placing their bets now and in the future, success stories, and lessons learned.

Speaker: Alan Mattamana, Partner, Fairview Capital
Speaker: Ralonda Johnson, President & Partner - Malcolm Inc.;  General Partner & Founder - Broad St Ventures

12:50 – 1:30 PM

Deal Making Lunch

1:35 – 2:30 PM

Impact-Driven Investing: The Intersection of Wealth & Purpose

Speaker: Alan Mattamana, Partner, Fairview Capital
Speaker: Simon Sylvester-Chaudhuri, Executive Director, CIV:LAB
Speaker: Lauren Chung, CFO & Executive Director, Laxxon Medical Corp
Speaker: Chelsea Toler, Global Campaign Leader for Giving Tuesday-Next Gen Generosity Campaign

2:35 – 2:45 PM

Deal Making Break

2:50 – 3:35 PM

AI and Family Offices

Moderator: Angelo Robles Founder & CEO, SFO Community
Speaker: David Teten, Partner, OrangeCollective.vc; Chairman, ActionTank.io

3:40 – 4:35 PM

Africa Family Office Panel

Moderator: Euler Bropleh, Founder & Managing Partner, VestedWorld

4:40 – 4:55 PM

Deal Making Break

5:00 – 5:45 PM

LATAM Family Office Panel

Moderator: Lourdes Castillo, Founder LATAM Family Office Society
Speaker: Russell Deakin, CIO, Aceana Group (SFO)

5:45 – 6:00 PM

Closing Remarks

David Parker, Co-CEO, Culture Shift Labs
David Teten, Partner, OrangeCollective.vc; Cofounder & Chairman, ActionTank.io
Andrea Hoffman, Founder & CEO, Culture Shift Labs

6:00 – 8:00 PM

Deal Making Reception

PwC

300 Madison Avenue, New York; New York 10017.

PARTNERS

About Culture Shift Labs

Culture Shift Labs (CSL) is a multifaceted Social Innovation & Social Impact Consultancy that provides services under three pillars:

Advising. Strategy. Activation.

Since 2006, we have been advising clients at the intersection of Business, Technology and Demographic Shifts to enable impact and outcomes, social and financial returns. We’ve been disrupting the traditional management consulting industry for decades with our proprietary Knowledge + Network™ business model. We serve Fortune 500 companies, Tech firms, Investors, and Nonprofits. Whether it’s board leadership, workforce strategy, business development, or corporate social responsibility, we don’t just help clients rethink capitalism, impact and outcomes, social and financial returns—we activate and accelerate it.

Team & Advisors

David Parker

Co-CEO, Culture Shift Labs

David Teten

Partner, OrangeCollective.vc; Cofounder & Chairman, ActionTank.io

Summit Chair

Andrea Hoffman

Founder & CEO, Culture Shift Labs

Lisa Morris

Family Office Advisor

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