/ About this event
Health = Wealth
Portfolio management requires a dual mandate: driving capital growth while safeguarding downside risk. Wealth creates options and health provides the runway to exercise them.
Join an exclusive room of accredited investors to evaluate how AI is reshaping longevity, and gain front-row perspectives on clinical efficacy, hospital adoption, FDA regulations, reimbursement, distribution, and asset allocation strategies to balance growth, liquidity, and risk across our Bay Area investor ecosystem.
💡 Why this matters
- Growth and liquidity pathways - Clinical and regulatory assessment and realities - High-signal network of accredited investors - Liquid vs. illiquid asset allocation strategies in AI - Exclusive AI market research beyond SF Tech Week
📍 Venue
8th Floor, Financial District, San Francisco (Exact venue details will be shared with confirmed guests.)
🎯 Attendance
Accredited investors
Definition: https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/accredited-investors
🔍 Vetting
Every registration is reviewed through sources such as LinkedIn to ensure a high-caliber experience.
📅 Agenda 2:30 PM: Check-In & High-Signal Networking 2:50 PM: Opening Remarks 3:00 PM: Panel I 3:45 PM: Networking Break 4:00 PM: Panel II 4:45 PM: Reception with Light Bites & Beverages 6:00 PM: Close
🎤 Panel lineup
⚕️ Panel I: Clinical AI Adoption, Distribution and Growth
Moderator: Matthieu Legrand, MD, Ph.D., Professor of Anesthesia and Perioperative Care and Director of Clinical Research at UCSF; Co-founder & Chief Medical Officer at Augura, generating evidence and proof of impact for adoption of healthcare innovation
Panelist: Moriel Vandsburger, Ph.D., Professor of Bioengineering at UC Berkeley; Co-Founder & CEO at Oz Technologies Inc. for early breast cancer detection; Inaugural Timothy and Karen Guertin Chair ('20-'25)
Panelist: Roberta Lee, MD, Founder & CEO at Sonofii, Inc., pioneering treatments for intractable soft tissue infections; General Surgeon; Exit experience in breast cancer diagnostics; Co-Chair of the Northern California Life Science Committee at Keiretsu Forum
Panelist: Anuradha Dayal, MD, FAAP, Clinical Assistant Professor of Pediatrics at Stanford University School of Medicine; Physician Advisor at FDA UCSF-Stanford Pediatric Medical Device Consortium; Medical device and digital health investor and advisor
Panelist: Sarah Volden, Director, Life Sciences & Healthcare Consulting Group at Paul Hastings LLP; 17 years of experience in global compliance programs for biotech, medical device and digital health companies
📈 Panel II: Allocation, Growth and Liquidity Pathways
Moderator: Akio Kurata, Founder & CEO at Equity X, Inc. and Equity X Investments, LLC; Portfolio manager with over 16 years of experience in AI, investment banking, and quantitative strategies; Formerly at Nomura and Rothschild & Co; Series 65; 3 patents; U.S. O-1A
Panelist: Miraj Sanghvi, Partner at DigiTx Partners, investing in Seed and Series A/B stage digital health companies; track record of backing over 25 companies; Member of the Board at Ciba Health and Phluence
Panelist: Vyoma Gajjar, Senior Principal AI Architect at ServiceNow (NYSE: NOW); Generative AI and agentic workflow evaluation and deployment for enterprises; Member of Sand Hill Angels
Panelist: Steve Pham, MD, Clinical Assistant Professor of Emergency Medicine at UCSF; Head of Clinical Solutions at ZS Associates; Former Vice President, Medical at Eko Health, Inc.; Medical technology investor
Panelist: Arnold Lee, MD; Early team member at One Medical who pioneered scalable care models and integrated digital solutions contributing to the IPO in 2020 and subsequent $3.9B acquisition by Amazon in 2022
👔 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, please reach out to Akio Kurata at akio.kurata@equityxinvestments.com.
✨ Sponsors
Paul Hastings LLP is a global law firm whose Emerging Growth Companies & Venture Capital team partners with startups and investors in all industries, providing tailored legal and business solutions across transactional, regulatory and litigation matters, and offering strategic counsel to help clients navigate the competitive landscape, grow, and capitalize on new opportunities from formation to exit. For more information, please reach out to James Huie at jameshuie@paulhastings.com.
Baker Tilly is a Top 10 advisory, tax, and assurance firm leveraging deep industry intelligence across over 30 sectors to help middle-market firms navigate complexity, delivering tailored solutions from financial performance to risk mitigation, strategic transformation, personal wealth and enhanced tax value that translate insights into distinct strategic advantages for growth. For more information, please reach out to Lisa Groover at lisa.groover@bakertilly.com.
🤝 Partnerships
Speaking and corporate sponsorship opportunities for future AI briefings are strictly limited to aligned partners.
🔥 Our SF Tech Week AI Series
Accredited Investor AI Briefing: Scaling to $19.7B Exit and Beyond https://partiful.com/e/FFqdxOWC2l0l6gr1TZWF
Qualified Purchaser AI Debriefing Coffee https://partiful.com/e/fZpPmWFR5NB4rCOY0qhr
Exited Founders & QP Allocators: Coastal Walk & Coffee https://partiful.com/e/49vffuDjwlXrztaBu4Gh
🔔 Notes
RSVP required. Space is capped to venue capacity. Once approved, your pass will be non-transferable. Physical photo IDs and QR check-in are required at the lobby security desk.
⚠️ Disclaimer
By registering, you agree to receive communications from the host and sponsors, and consent to event photography for promotional use.
Content is for informational purposes only and does not constitute investment, medical, legal, or tax advice. Public equity strategies and private investments carry risk of loss.
This event is a part of #SFTechWeek - a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.
