/ About this event
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, please reach out to Akio Kurata at akio.kurata@equityxinvestments.com.
Akio Kurata is the Founder & CEO at Equity X, Inc. and Equity X Investments, LLC. He is a FinTech entrepreneur and portfolio manager with over 16 years of experience in AI, investment banking at Nomura and Rothschild & Co, and quantitative strategies. He holds a Series 65, 3 patents in AI for finance, a U.S. O-1A visa for an individual with extraordinary ability or achievement, and a Bachelor's degree in Economics from the University of Tokyo.
🔥 Our SF Tech Week AI Series
Accredited Investor AI Briefing: Longevity, Clinical Adoption, and Exit https://partiful.com/e/O5hf9C70fRnkC2JioBkD
Accredited Investor AI Briefing: Scaling to $19.7B Exit and Beyond https://partiful.com/e/FFqdxOWC2l0l6gr1TZWF
Exited Founders & QP Allocators: Coastal Walk & Coffee https://partiful.com/e/49vffuDjwlXrztaBu4Gh
🔔 Notes
RSVP required. Capped at 20 guests. Once approved, your pass will be non-transferable. QR check-in is required at entry.
⚠️ Disclaimer
By registering, you agree to receive communications from the host. Content is for informational purposes only and does not constitute investment 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.
