As private markets evolve at record pace, discerning investors are seeking forward looking insights and strategic access to emerging opportunities.

As AI enters due diligence, data protection, and IP analysis, the stakes of ontology become existential. This session explores how intellectual property, data ownership, and human-generated signals must be protected not merely legally, but architecturally. From the activation of dormant patent portfolios that saved global enterprises, to modern API-level protections for wearable and biometric data, this forum examines how ontology shapes what we defend and how effectively we defend it. The final segment will explicitly address ontology in AI-assisted due diligence: what assumptions are embedded, what risks are invisible, and where human judgment must remain sovereign.

Whether you are an experienced LP, wealth manager, or sophisticated investor, this event provides a curated lens into the trends that will define capital deployment in the years ahead.

The forum is hosted by Romy Frances Kochan and Natalie Ann Hazen, General Partners at Frances Ann Capital. Their Southwest Florida funds use a unique Customer Acquisition Strategy to identify high-potential ventures and deliver measurable impact to investors and the region.

Join us for an afternoon of insights, thoughtful conversations, and light refreshments.

Due to the intimate nature of the venue, seating is limited! Secure your spot today.