THE NEW MECHANICS OF CAPITAL
The Structures & The People Shaping Them
UCLA Luskin Conference Center
11:00 AM Registration & Networking
12:00 PM Lunch & Program
5:30 PM Networking Reception
Toigo’s Industry Insights brings together senior decision makers, thought leaders, and industry luminaries for timely conversations, valued insight exchange, and opportunities to build trusted relationships.
Our half-day gathering focuses on shifts in LP/GP dynamics. You'll hear from industry leaders on key issues, with valued perspectives for 2027 planning — from new structures, funding priorities, and active areas of focus including sports management and strategic use of AI.
PARTNERSHIPS
$35,000
10 Seats to Industry Insights + Networking Reception
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Premier seating at the event near the stage
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2 tickets to the pre-event Private Dinner taking place on Wednesday, December 9
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1 seat membership on the Program Advisory Council
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Priority consideration for suggesting future topics, content, and other thought leadership opportunities for future events
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Priority consideration to partner with Toigo to create post-event white-papers or other thought leadership materials with the content and topics discussed at the event
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Firm logo included on event website and firm advertisement featured during event
*For more details on Partner Benefits, reach out to events@toigofoundation.org
TICKETS
PROGRAM AGENDA
Today's Top-of-Mind Topics
11:00 AM
Registration & Networking
12:00 PM
Plated Lunch & Welcome
12:30 PM
Market Outlook: Setting the Investment Context
A forward-looking macroeconomic briefing examining the forces shaping the investment environment—including growth, inflation, interest rates, fiscal and monetary policy, geopolitical risk, global capital flows and structural shifts influencing public and private markets. Our focus will be to establish a common market context for the afternoon and create a direct bridge to the discussions that follow on private-market liquidity, capital allocation, investment strategy and the changing mechanics of capital.
1:15 PM
Panel Discussion: Where Did the Exit Go? The New Mechanics of Private-Market Liquidity
For decades, the path to liquidity and investment returns was relatively straightforward: an IPO or sale. Today, companies are staying private longer, traditional exits remain constrained, and liquidity increasingly moves through secondaries, continuation funds and a new generation of investment vehicles. This discussion examines how these changing structures are reshaping the way capital is returned—and what that means for GPs, LPs, risk, timing and opportunity. The exchange will explore whether today's liquidity environment represents a cyclical response to constrained exits or a more permanent restructuring of private markets—and whether the secondary market is, in effect, becoming the new IPO market for private equity.
2:05 PM
CIO Perpective: Where Does the Next Decade of Returns Come From?
A forward-looking discussion around where CIOs see opportunity across public and private markets, including private credit, infrastructure, secondaries, real assets and emerging areas of investment. The emphasis would be less on asset-class predictions and more on portfolio construction and conviction.
3:00 PM
Networking Break
3:20 PM
Real-World Deployment of AI in Asset Management: From Experimentation to Implementation
Apoorv Saxena returns to Industry Insights to provide a current-state assessment of AI across asset management. Following his opening perspective, he will be joined by leaders from two asset-management firms to examine how their organizations are moving from experimentation to strategic deployment. Rather than focusing on the promise of AI, the conversation will explore the actual path to implementation: where firms are deploying it, how they are determining high-value applications, what organizational changes are required and what they are learning along the way. You’ll leave with a practical view into how peers are translating AI from concept to real-world application—and how AI may ultimately reshape investment processes, organizational capabilities and competitive advantage.
4:15 PM
Panel Discussion: Beyond the Game—The Institutionalization of Sports Investing
Professional sports have rapidly evolved into an increasingly sophisticated institutional investment vehicle. Rising franchise valuations, expanding media and streaming economics, venue and real estate development, global fan engagement and changing league ownership rules are drawing private equity and institutional capital. We’ll dive into the return drivers, risks and opportunities attracting private capital and how investors are creating value beyond appreciation in franchise valuations. As valuations rise, the central question emerging is where future returns will come from—and what separates a compelling sports asset from an expensive trophy.
5:10 PM
The Owner's Box: Investing, Stewardship, and the Future of Sports
A fireside conversation with Kwanza Jones and José E. Feliciano, the new principal and majority owners of the San Diego Padres with their record $3.9 billion investment—making the couple the first Black woman and first Puerto Rican major league baseball (MLB) owners. The discussion will examine what it means to lead as an owner—balancing investment discipline with stewardship, organizational culture, community connection and long-term value creation—and the leadership responsibilities that accompany ownership of an institution with significance well beyond the playing field.
