Qualified Purchaser AI Debriefing Coffee 📈🔒

Allocators Only

Join an intimate, closed-door morning coffee debriefing curated for Qualified Purchasers. No panels. Engage in candid peer exchange, evaluate liquid vs. illiquid asset allocation strategies, and examine risk mitigation frameworks to close out SF Tech Week.

💡 Why attend?

• Candid global macro discussions
• Liquid vs. illiquid asset allocation strategies in AI
• Deal sourcing, co-diligence and syndication
• High-signal network of Qualified Purchasers
• Exclusive AI market research beyond SF Tech Week

📍 Venue

Waterfront Area, Financial District, San Francisco (Exact venue details will be shared with confirmed guests.)

🎯 Attendance

Qualified Purchasers

SEC Section 2(a)(51) criteria:

• Individual with $5M+ in investable assets
• Family office with $5M+ in investable assets
• Investment manager with $25M+ in investable assets

🔍 Vetting

Every registration is individually reviewed via LinkedIn and professional credentials to maintain a high-signal room.

📅 Agenda

10:00 AM: Arrival and Check-In 10:20 AM: Welcome Toast and Topic Introductions 10:30 AM: Open Discussion and Networking 12:00 PM: Conclusion

✍ Discussion themes

• Global macro dynamics in Q4'26
• Deal flow and market opportunities in Q4'26
• Public vs. private asset allocation strategies
• Co-diligence and risk mitigation frameworks
• Syndication architecture

🔒 Chatham House Rule

Off-the-record discussion to foster candid dialogue. Participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.

👔 Attire

Business casual

👋 Host

Equity X Investments, LLC is a Registered Investment Adviser in the San Francisco Bay Area (CRD #332527), serving accredited investors and qualified purchasers with fiduciary duties of loyalty and care by providing AI market research and liquid public equity strategies ($100k+ AUM) in the technology and healthcare sectors. For more information,…

Part of San Francisco Tech Week. RSVP on tech-week.com.