Investment Partner Summit 2025

Whitney Museum of American Art
May 13, 2025

Summit Agenda

LUNCH

11:30 AM – 12:45 PM ET

Welcome Lunch with WestCap Portfolio Company CEOs

An opportunity to connect with the WestCap team and meet fellow Investment Partners for engaging conversation.

Griffin Hall,
Ground Floor

Josh Lerner
Economist, Jacob H. Schiff Professor of Investment Banking at Harvard Business School

Hess Theater
3rd Floor

WESTCAP UPDATES

1:00 PM – 1:05 PM ET

Welcome

Michael Sotirhos • Partner, Head of Capital Formation & Strategy, WestCap

Hess Theater,
3rd Floor

1:05 PM – 1:25 PM ET

WestCap: Operating Equity & Environment

Laurence Tosi • Managing Partner & Founder, WestCap

Hess Theater,
3rd Floor

1:25 PM – 1:45 PM ET

Investments & Performance: A Review

Jaime Hildreth • Partner, Head of Asset Management, WestCap
Daphne Tong • Partner, Co-Head of Investments, WestCap

Hess Theater,
3rd Floor

1:45 PM – 1:55 PM ET

WestCap Markets: Our Innovative Liquidity Engine

Jeff Mullen • Partner, Co-COO, Head of Capital Markets & Marketplace Finance, WestCap

Hess Theater,
3rd Floor

1:55 PM – 2:35 PM ET

StratOps Discussion: Operational AI

Kevin Marcus • Partner, Co-COO, Head of StratOps, WestCap
Shep Maher • Managing Director, StratOps, WestCap
Abhilash Nair • Principal, StratOps, WestCap

Hess Theater,
3rd Floor

2:35 PM – 2:55 PM ET

PortCo Spotlight: Blueground

Josh Dart • Partner, Investment Team, WestCap
Alex Chatzieleftheriou • Co-Founder & CEO, Blueground

Hess Theater,
3rd Floor

2:55 PM – 3:15 PM ET

Gallery,
3rd Floor

PANEL DISCUSSIONS & TALKS

3:15 PM – 4:00 PM ET

PortCo Keynote: AppDirect

Laurence Tosi • Managing Partner & Founder, WestCap
Allie Haldeman • Vice President, Investment Team, WestCap
Nick Demarais • Chairman & CEO, AppDirect

Hess Theater,
3rd Floor

4:00 PM – 4:30 PM ET

PortCo Fireside: Valon

Josh Dart • Partner, Investment Team, WestCap
Linda Du • COO, Valon

Hess Theater,
3rd Floor

4:30 PM – 4:50 PM ET

CōLab Fireside: Spotlights Across PortCo Work

Allen Mask • Partner, Head of CōLab
Jason Mamaril • Founding Partner, CōLab
Salih Abdul-Karim • Principal Motion Designer, CōLab
Brian Wakabayashi • Practice Lead, Brand Strategy, CōLab

Hess Theater,
3rd Floor

4:50 PM – 5:10 PM ET

PortCo Spotlight: Hopper

Allie Haldeman • Vice President, Investment Team, WestCap
Fred Lalonde • Founder & CEO, Hopper

Hess Theater,
3rd Floor

5:10 PM – 5:30 PM ET

PortCo Spotlight: iAltA

Laurence Tosi • Managing Partner & Founder, WestCap
Scott Ganeles • CEO, iAltA

Hess Theater,
3rd Floor

5:30 PM – 5:40 PM ET

Closing Thoughts

Michael Sotirhos • Partner, Head of Capital Formation & Strategy, WestCap
Laurence Tosi • Managing Partner & Founder, WestCap

Hess Theater,
3rd Floor

5:40 PM – 7:30 PM ET

Connect with the WestCap Team

Reflect on the day’s discussions with the WestCap team and Investment Partners. In addition, the Christine Sun Kim: All Day All Night Exhibition will be available for guests to enjoy on the 8th Floor

Studio Bar & Lee Family
Terrace, 8th Floor

Summit Agenda

HOUR

EVENTS & SESSIONS

LOCATIONS

Tuesday, May 21, 2024

11:30 – 12:45pm

Lunch & Keynote Speaker

Griffin Hall
Ground Floor

Josh Lerner
Economist, Jacob H. Schiff Professor of Investment Banking at Harvard Business School

Hess Theater
3rd Floor

12:45 – 1:00pm

Break

Hess Theater
3rd Floor

WestCap Updates

1:00 – 1:45pm

Introduction & Macroeconomic Environment

Hess Theater
3rd Floor

Laurence Tosi
Managing Partner & Founder

Hess Theater
3rd Floor

1:45 – 2:15pm

Investments and Strategy

Hess Theater 3rd Floor

Daphne Tong
Partner, Co-Head of Private Equity

2:15 – 2:30pm

Performance Update

Hess Theater 3rd Floor

Jaime Hildreth
Partner, Head of Asset Management

Hess Theater 3rd Floor

2:30 – 3:15pm

Strategic Operations: 
Strategy, Implementation, Results

Hess Theater 3rd Floor

Kevin Marcus
Partner, Head of Strategic Operations

Allen Mask 
Partner, Head of CōLab

3:15 – 3:30pm

Break

Gallery
3rd Floor

Panel Discussions & Talks

3:30 – 4:00pm

CEO Presentation

Hess Theater 3rd Floor

Eric Poirier
CEO, Addepar

Jaime Hildreth 
Partner, Head of Asset Management

Hess Theater 3rd Floor

4:00 – 4:30pm

Panel Discussion

What we are seeing in the world, thematics, what working on real time

Hess Theater 3rd Floor

Ryan Benevides 
Principal, WestCap

Sean Duncan
Principal, WestCap

Will Cunningham 
Principal, WestCap

Dan Fischer 
Principal, WestCap

Josh Dart 
Principal, WestCap

Michael Sotirhos 
Principal, WestCap

Hess Theater
3rd Floor

4:30 – 5:00pm

CEO Presentation

Hess Theater 3rd Floor

Noor Agha 
Founder & CEO, Flip

Laurence Tosi
Managing Partner & Founder, WestCap

Hess Theater 3rd Floor

5:00 – 5:15pm

Closing Remarks

Hess Theater 3rd Floor

Laurence Tosi
Managing Partner & Founder, WestCap

Hess Theater 3rd Floor

5:30 – 7:30pm

Connect with the WestCap Team

Studio Bar & Lee Family Terrace 8th Floor

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RSVP by April 21st.

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