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, institutional 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. Sep. 11th is our AI Summit where AI-focused investors share their theses and AI startups with traction pitch. Sep. 12th is our Impact, Investing, and Family Office, Impact Investor,and Institutional Investor Summit.

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Speakers

Jessie Ai

Head of Investments, Forman Family Office (single family office)

Pierre Akin

Director of Business Development, Wilson Holdings Global

Gerardo Berthin

President, Freedom House

Ben Bilbrough

CEO & Cofounder, ActionTank.io

Brandon Bryant

Partner, Harlem Capital

Ola Brown

HealthCap Africa

Chris Butler

Director | Emerging Company Solutions, PwC

Lourdes Castillo

Founder LATAM Family Office Society

Urs Cete

Founding Partner, 1745 Ventures

Rohini Chakravarthy

Managing Partner, NewBuild VC

Lauren Chung

CFO & Executive Director, Laxxon Medical Corp

Camila Clarke

CEO, Clarke Capital

Russell Deakin

CIO, Aceana Group (SFO)

Yael Eisenstat

Policy Director, Cybersecurity for Democracy

Leslie Feinzaig

Founder/Managing Director, Graham & Walker

Jason Freedman

General Partner, Orange Collective

Alain Gamas

Chief of Growth, Gamas Group / Novaro Capital

Tanvi Gadamsetti

BRCĒ

Harry Glazer

Founding Partner, Sprockit

Danielle S. Goonan

VP, US Economic Opportunity, Rockefeller Foundation

David Graff

President, Corner Capital Management

Andrea Hoffman

Founder & CEO, Culture Shift Labs

Jalak Jobanputra

Founder & Managing Partner, Future\Perfect Ventures

Joel John

PwC

Ralonda Johnson

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

Tami Kesselman

Partner, LOHAS

Suzanne Ley

Qrescendo

Annika Lundstrom

ReMinded Inc

Bhakti Mirchandani

Managing Director, Responsible Investments at Trinity Church Wall Street

Jonathan Machado

Managing Director at Samsung NEXT

Alan Mattamana

Partner, Fairview Capital

Steve McClurg

CEO, Canary Capital

Raamel Mitchell

Director, AI & App Innovation, Microsoft

Akhil Suresh Nair

Xena Intelligence

John Pasmore

Founder & CEO, Latimer

Mike Pokorski

PWC Deals Practice Leader

Rami Reyes

Co-Founder & Managing Director, NextEquity Partners

Eastin Rossell

Venture Director, HearstLab

Sumit Singh

Partner, Brass Ring Ventures

Belinda Sneddon

PwC Family Enterprise Advisory Services, Managing Director

Marcos Soler

Executive Director, Center for Ethics and the Rule of Law

Dail St. Claire

CEO, Episcopal Church Foundation

Tobias Tanner

Le Magasin - The Co-Retail Experience

Gary Stewart

MyCofoundr.AI

Simon Sylvester-Chaudhuri

Executive Director, CIV:LAB

Femi Tairu

PwC Deals Partner

David Teten

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

Chelsea Toler

Global Campaign Leader for Giving Tuesday-Next Gen Generosity Campaign

Luis Valdich

Founder/Managing Partner, VIM Investors

Emmanuel Uwakwe

Private Markets Investor, Opto Investments

Sherman Williams II

Managing Partner, AIN Ventures

Audley Wilson

RoboBurger Inc.

Omar Woodard

Executive Director, HRS Management (single family office)

Alexander Zanders

UfarmX

AGENDA

Thursday, September 11, 2025: AI Summit

8:30 – 9:25 AM

Deal Making Breakfast

9:30 – 9:35 AM

Welcome Remarks

Mike Pokorski, PWC Deals Practice Leader
David Teten, Partner, OrangeCollective.vc; Chairman, ActionTank.io
Andrea Hoffman, Founder & CEO, Culture Shift Labs

9:35 – 10:25 AM

Keynote Fireside Chat

Interviewee: John Pasmore, Founder & CEO, Latimer
Interviewer: Jason Freedman, General Partner, Orange Collective

10:30 – 10:55 AM

Break

11:00 – 11:40 AM

Meet The AI Investors – Part 1

Moderator: Raamel Mitchell, Director, AI & App Innovation, Microsoft
Speaker: Sumit Singh, Partner, Brass Ring Ventures
Speaker: Brandon Bryant, Partner, Harlem Capital
Speaker: Sherman Williams II, Managing Partner, AIN Ventures

11:45 – 12:25 PM

Corporate Venture Capital AI Investors

Moderator: Harry Glazer, Founding Partner, Sprockit
Speaker: Eastin Rossell, Venture Director, HearstLab
Speaker: Jonathan Machado, Managing Director, Samsung NEXT
Speaker: Urs Cete, Founding Partner, 1745 Ventures

12:30 – 1:30 PM

Deal Making Lunch

1:35 – 2:05 PM

AI Entrepreneurs Pitch - Part 1

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

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
Judge: Rohini Chakravarthy, Managing Partner, NewBuild VC

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
Speaker: Rami Reyes, Co-Founder & Managing Director, NextEquity Partners

4:35 – 5:15 PM

Diligencing AI Startups Panel

Moderator: Joel John, PwC
Speaker: Emmanuel Uwakwe, Private Markets Investor, Opto Investments
Speaker: David Graff, President, Corner Capital Management
Speaker: Rohini Chakravarthy, Managing Partner, NewBuild VC
Speaker: Chris Butler, Director | Emerging Company Solutions, PwC

5:20 PM

Closing Remarks

Femi Tairu, PwC Deals Partner
David Teten, Partner, OrangeCollective.vc; Chairman, ActionTank.io
Andrea Hoffman, Founder & CEO, Culture Shift Labs

Friday, September 12, 2025: Family Office Summit

8:30 – 9:25 AM

Deal Making Breakfast

9:30 – 9:40 AM

Welcome Remarks

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

9:45 – 10:35 AM

Foundations and Investing

Moderator: David Teten, Partner, OrangeCollective.vc; Chairman, ActionTank.io
Speaker: Dail St. Claire, CEO, Episcopal Church Foundation
Speaker: Bhakti Mirchandani, Managing Director, Responsible Investments at Trinity Church Wall Street
Speaker: Danielle S. Goonan, VP, US Economic Opportunity, Rockefeller Foundation

10:35 – 11:00 PM

Deal Making Break

11:05 – 11:55 AM

Investing, Rule of Law, and Democracy

Moderator: Ben Bilbrough, CEO & Cofounder, ActionTank.io
Speaker: Yael Eisenstat, Policy Director, Cybersecurity for Democracy
Speaker: Gerardo Berthin, President, Freedom House
Speaker: Marcos Soler, Executive Director, Center for Ethics and the Rule of Law

12:00 – 12:45 AM

Family Office Panel

Moderator: Belinda Sneddon, PwC Family Enterprise Advisory Services, Managing Director
Speaker: Omar Woodard, Executive Director, HRS Management (single family office)
Speaker: Jessie Ai, Head of Investments, Forman Family Office (single family office)
Speaker: Camila Clarke, CEO, Clarke Capital
Speaker: Ralonda Johnson, President & Partner - Malcolm Inc.; General Partner & Founder - Broad St. Venutres

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
Speaker: Tami Kesselman, Partner, LOHAS Advisors

2:35 – 2:45 PM

Deal Making Break

2:50 – 3:20 PM

Digital Assets: Pros and Cons

Interviewer: Jalak Jobanputra, Founder & Managing Partner, Future\Perfect Ventures
Speaker: Steve McClurg, CEO, Canary Capital

3:40 – 4:35 PM

Family Office Innovation Panel

Speaker: Pierre Akin, Director of Business Development, Wilson Holdings Global

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)
Speaker: Alain Gamas, The Gamas Family

5:45 – 6:00 PM

Closing Remarks

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

6:00 – 8:00 PM

After Party

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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