NEW YORK FORUM
FAMILY OFFICE CROSS-BORDER INVESTMENT FORUM
JUNE 24, 2026
The Family Office Cross-Border Investment Forum is a private, invitation-only gathering presented by FOE Global, Alpha X Holding, and Capital Consulting, bringing together leading family office principals, institutional investors, entrepreneurs, and global business leaders from across key international markets. Designed as a trusted platform for strategic dialogue and relationship building, the Forum facilitates meaningful connections, investment insights, and long-term cross-border partnerships across the global private capital ecosystem.
12:45 PM — Investing Across Borders & Generations: The New Playbook for Global Family Capital
Family offices are increasingly emerging as some of the world’s most influential and agile investors, expanding beyond traditional wealth preservation to pursue opportunities across private equity, venture capital, real assets, technology, and strategic partnerships. This discussion will explore how leading families are adapting their investment strategies to a rapidly changing global landscape, balancing long-term stewardship with innovation and growth. Panelists will share how they are deploying capital across borders, managing generational transition, and identifying opportunities that can create enduring value for future generations.
Speakers: Prabhav Sharma, Patrick Tsang, and Sam Christey
1:10 PM — Digital Assets: Reshaping Global Capital Markets
Digital assets have evolved from a niche innovation into a rapidly growing asset class attracting institutional investors, family offices, financial institutions, and sovereign capital. As blockchain technology, tokenization, stablecoins, and digital infrastructure continue to mature, they are reshaping how capital is raised, transferred, invested, and managed across global markets. This session will explore the opportunities, challenges, and future outlook for digital assets, and examine how investors are positioning themselves as the next generation of financial markets takes shape.
Speakers: David Namdar, Bill Barhydt, and Yoshi Yokokawa
1:30 PM — Women Leading the Future of Family Offices & Private Capital
Women are playing an increasingly influential role in shaping the future of family offices, private capital, wealth stewardship, and investment leadership. As significant wealth transfers occur across generations and family enterprises become more global and sophisticated, female leaders are driving strategic decision-making, governance, and long-term value creation. This discussion will explore how women are redefining leadership within family offices and private capital, sharing perspectives on investing, legacy building, innovation, and the evolving responsibilities of stewarding wealth in a rapidly changing world.
Speakers: Sophie Brown, Lisa Morris, Shantal Kash, Consuelo Vanderbilt Costin, and Claire Zhang Bannon
1:50 PM — Alternative Investments Panel
A focused panel on alternative assets, portfolio diversification, and opportunities beyond traditional markets.
Speaker: Michael Lerma
2:10 PM — Keynote: The Carter Family: Legacy, Leadership & A New Generation of Global Impact
In this keynote conversation, Jason Carter will reflect on the enduring legacy of the Carter family and the values of leadership, service, and global engagement that have shaped generations of impact. Drawing on his work with the Carter Center and his own experiences leading initiatives across democracy, public health, and international development, Jason will share his perspective on stewarding a family legacy while addressing the challenges and opportunities of a rapidly changing world. The discussion will explore how the next generation can build upon the foundations of the past to create meaningful and lasting impact on a global scale.
Speakers: Jason Carter and Anne Bucciarelli
2:35 PM — Coffee Break
An opportunity for delegates to connect with fellow family office principals, investors, entrepreneurs, and strategic partners in an informal setting. Guests are encouraged to continue conversations from the stage, exchange ideas, and explore potential collaborations and investment opportunities across the global private capital ecosystem.
3:05 PM — From Washington to Abu Dhabi: A Lifetime Navigating Global Power & Cross-Border Transactions
In this exclusive conversation, David Weiler reflects on a distinguished career spanning law, government, diplomacy, and international business. From Washington D.C. to Abu Dhabi, he has advised global leaders, navigated complex cross-border transactions, and built trusted relationships at the highest levels of government, business, and family enterprise. This discussion will explore the power of trust, long-term partnerships, and strategic relationships in shaping investment, business, and geopolitical outcomes across an increasingly interconnected world.
Speakers: David Weiler and Evan List
3:25 PM — A Legacy of Leadership: The Lewis Family Journey
In this inspiring fireside conversation, Loida Lewis will share the remarkable story of the Lewis family and the values, vision, and resilience that have shaped one of the most respected entrepreneurial legacies in America. From building a global business enterprise alongside her late husband, Reginald F. Lewis, to stewarding a lasting legacy across business, philanthropy, and future generations, Loida offers a unique perspective on leadership, perseverance, and purpose. The discussion will explore the challenges and opportunities of preserving family legacy while inspiring the next generation to lead with impact on a global stage.
Speakers: Loida Lewis and Timothy James
3:45 PM — India: Capital, Innovation & Global Opportunity
India is rapidly emerging as one of the world’s most dynamic engines of economic growth, innovation, entrepreneurship, and investment opportunity. In this conversation, Sahil Chanana will share insights from his journey as a family office principal and investor, and discuss how private capital is increasingly shaping opportunities across India and beyond. The discussion will explore the evolving India-GCC investment corridor, the importance of trusted cross-border relationships, and the role of family offices in supporting innovation, artificial intelligence, and long-term value creation.
Speakers: Sahil Chanana and Sejal Shah Gulati
4:05 PM — Investing Beyond Borders: Venture Capital, AI Innovation & Emerging Markets
As venture capital becomes increasingly global, new innovation hubs are emerging across the Middle East, Asia, Africa, Latin America, and beyond. This session will explore the future of venture investing, the impact of artificial intelligence, and the opportunities being created through entrepreneurship, technology, and cross-border capital. Guests will gain insights into where innovation is accelerating, how investors are identifying emerging opportunities, and what trends are shaping the next decade of global growth.
Speakers: Bahiyah Yasmeen Robinson and Benjamin Goetsch
4:25 PM — From Influence to Enterprise: Building Global Brands, Strategic Partnerships & a Multi-Generational Legacy
Tyrese Gibson is one of the most recognizable figures in global entertainment, having built a multi-decade career spanning music, film, entrepreneurship, and business. Rising to prominence as a Grammy-nominated recording artist before becoming a Hollywood star, Tyrese is best known for his roles in two of the highest-grossing film franchises in history, Fast & Furious and Transformers, helping generate billions of dollars in global box office revenue. Beyond entertainment, he has successfully leveraged his platform to develop business ventures, strategic partnerships, investments, and philanthropic initiatives around the world.
In this exclusive fireside conversation, Tyrese joins Prabhav and Evan to discuss the journey from global influence to enterprise creation. Together, they will explore how personal brands can evolve into scalable businesses, the importance of strategic partnerships in creating long-term value, and the opportunities emerging at the intersection of culture, capital, technology, and global markets.
The discussion will offer a unique perspective on entrepreneurship, leadership, resilience, and legacy—examining how successful individuals can transform influence into enduring enterprises while creating impact that extends across industries and generations.
4:55 PM — The Next Chapter
A concise closing moment to summarize key themes and transition guests into the evening reception.
5:00 PM — Cocktail Reception
An informal reception for deeper networking, relationship-building, and follow-up conversations after the forum.
Please note that the program is subject to change. Detailed session descriptions and speaker information will be provided in the event materials.
