Marty Secada/Resilient Alpha

Why Increase Alpha Builds One AI Model Per Company Sid Ghatak, CEO of Increase Alpha, brings nearly three decades of AI and forecasting experience, including leadership at the U.S. General Services Administration. Instead of feeding every company’s filings into one generalized model, Increase Alpha builds a separate model for each company. Apple and Microsoft may report similar risk language, but the implications differ. Combining thousands of companies in one model can dilute those signals. The approach tracks each company’s behavior independently for as long as it remains listed, helping address survivorship bias in historical analysis. Sid Ghatak, CEO of Increase Alpha, speaking at the IvyFON Family Office Forum. How do you test whether your AI investment signals capture company-specific risk rather than market-wide patterns? #familyoffice #UHNW #fiduciary #AI #machinelearning #quantitativeinvesting #hedgefunds #equitymarkets

$5 Trillion in Reshoring Could Require 10 Billion Square Feet of New Warehousing. Doug O'Donnell, CEO of The O'Donnell Group, has 34 years in industrial real estate, including Insignia Commercial Group, and has overseen more than $225 million in industrial property development. O'Donnell is buying oil at a projected $79 per barrel in 2027, citing its irreplaceable role as an asset class. AI and robotics are driving manufacturing reshoring. Automated warehouses will handle manufacturing, assembly and distribution around the clock. Every $1 trillion in reshoring represents an estimated 2 billion square feet of warehouse demand. A projected $5 trillion reshoring wave translates to 10 billion square feet—roughly 55% of the existing 18 billion-square-foot U.S. industrial base. Doug O'Donnell, CEO of The O'Donnell Group, speaking at the IvyFON Family Office Forum. How much industrial real estate exposure have you allocated to the reshoring opportunity? #familyoffice #UHNW #fiduciary #industrialrealestate #reshoring #AI #robotics #energy #warehousing

Asia-Pacific Is Becoming the New Center of Global Economic Power. Chas Freeman, a 30-year U.S. Foreign Service veteran, served as Ambassador to Saudi Arabia, Assistant Secretary of Defense, and principal American interpreter during Nixon's 1972 China visit. He currently chairs Projects International. The West represents just 12% of the world's population. The remaining 88% lives elsewhere. Freeman sees global economic influence shifting from the Atlantic toward Central Asia and China. Pacific Asia now concentrates the world's fastest-growing wealth and exportable capital. He identifies Shanghai, Shenzhen, Singapore and Hong Kong as financial centers to watch. China's trade influence is expanding while London's financial centrality faces erosion. China and India historically accounted for three-fifths or more of global economic output. Freeman argues that global economic gravity is returning east. Chas Freeman, Former U.S. Ambassador to Saudi Arabia, speaking at the IvyFON Family Office Forum. How much of your international capital allocation reflects the shift in economic power toward Asia? #familyoffice #UHNW #fiduciary #geopolitics #AsiaPacific #globalmarkets #China #capitalallocation #macroeconomics

Data Driven Energy Targets a Minimum 30% Return on Every Investment. John Cawley Taplett, Managing Partner at Data Driven Energy since 2019, leads an investment strategy built around data-driven opportunities in the energy sector. Data Driven Energy sets a minimum 30% return hurdle. Taplett says the portfolio has historically exceeded that threshold. The strategy recycles capital from realized investments into new opportunities targeting another 30% return. Each reinvestment compounds returns and increases the potential multiple on invested capital. John Cawley Taplett, Managing Partner of Data Driven Energy, speaking at the IvyFON Family Office Forum. How many energy managers in your portfolio consistently clear a 30% return hurdle? #familyoffice #UHNW #fiduciary #privateequity #energyinvesting #IRR #capitalallocation #compounding #DataDrivenEnergy

China Controls Up to 90% of Critical Mineral Processing. Chris Maybury, Chairman of Primary Commodity Fund, focuses on investment opportunities in minor metals and rare earths, working alongside global metals trader Traxys. China dominates critical mineral processing, leaving Western manufacturing dependent on overseas supply chains. COVID exposed supply-chain vulnerabilities. Geopolitical decoupling and export restrictions turned those vulnerabilities into strategic risks. Nvidia chips and F-35 fighter systems depend on specialized minerals that cannot easily be substituted. Governments are now investing in junior mining companies. Maybury warns that many will fail. Chris Maybury, Chairman of Primary Commodity Fund, speaking at the IvyFON Family Office Forum. How are you evaluating critical-mineral exposure across your technology and defense investments? #familyoffice #UHNW #fiduciary #criticalminerals #rareeearths #commodities #geopolitics #defense #supplychains

U.S. Mining Projects Face a 29-Year Path to Production as Critical Mineral Demand Accelerates. Chris Maybury, Co-Founder and Chairman of Primary Commodity, has held senior leadership roles at Marks & Spencer, News Corporation and The Times. He previously led the Institute for International Research (IIR), which sold to Informa for $1.4 billion in 2004. Primary Commodity Fund+1 AI infrastructure, electric vehicles, electrification and defense expansion are driving demand for critical minerals. Maybury points to the 20 critical minerals required in an iPhone as a reminder of how deeply these materials are embedded in modern technology. Primary Commodity identifies the supply side as the structural bottleneck. Mining exploration and development have suffered decades of underinvestment, with insufficient capital entering new projects. The 29-year U.S. mine-development figure needs context: S&P Global's July 2026 update puts the average at 16 years across operating and nonoperating projects, but nearly 30 years for nonoperating mines that have completed feasibility studies. S&P Global+1 AI, electrification and defense are expanding mineral requirements. New production cannot respond quickly when exploration, financing and permitting take decades. Chris Maybury, Co-Founder & Chairman of Primary Commodity, speaking at the IvyFON Family Office Forum. How are you underwriting critical-mineral exposure when demand is accelerating but new supply remains decades away? #familyoffice #UHNW #fiduciary #criticalminerals #commodities #mining #AIinfrastructure #defense #electrification

AI Hallucinations Often Start With a Poorly Framed Prompt. Tom Oser, Managing Partner and CEO of Pipeline Strategy Partners, brings experience in corporate transformation, M&A integration, and technology strategy, including leadership roles at Wipro and Infosys Consulting. <Cite refs={["turn750996search1","turn750996search0"]}/> Oser challenges the idea that every AI-generated error is an AI hallucination. He compares it to an unqualified person answering a question beyond their expertise. His solution: require authenticated legal references before accepting AI-generated case law or legal opinions. He recommends instructing AI to cite the exact LexisNexis source behind its answer—and abstain when it cannot verify one. Tom Oser, Managing Partner & CEO of Pipeline Strategy Partners, speaking at the IvyFON Family Office Forum. Are your teams requiring verifiable sources before acting on AI-generated analysis? #familyoffice #UHNW #fiduciary #ArtificialIntelligence #AIAccuracy #LegalTech #EnterpriseAI #RiskManagement

Two Billion People Could Die From Cancer Over the Next Century. Dr. Wei-Wu He has spent decades building biotechnology companies, funding nearly 100 healthcare ventures, and leading Human Longevity as Chairman and CEO. <Cite refs={["turn926550search4","turn926550search7"]}/> He puts the potential cancer death toll over the next 100 years at two billion without major advances. He says the vaccine discussed costs only a few dollars. The barrier is awareness and government promotion—not price. His message to investors: cancer prevention and early detection need greater attention before more lives are lost. Dr. Wei-Wu He, Chairman & CEO of Human Longevity, speaking at the IvyFON Family Office Forum. Are investors allocating enough capital to cancer prevention before treatment becomes the only option? #familyoffice #UHNW #fiduciary #Biotechnology #CancerPrevention #EarlyDetection #PrecisionMedicine #Longevity

Quantitative strategies now account for more than 80% of U.S. equity trading volume, according to Rob Li. Li represents Amont Partners, a global fundamental equity investment firm that uses its proprietary “Data Blind Spot” framework to identify opportunities machines miss. <Cite refs={["turn878307view0"]}/> Nearly 20 years ago, quantitative firms accounted for an estimated 15–20% of market trading volume. Today, Li puts their share above 80%. Traditional fundamental managers have lost the majority share of trading activity as machine-driven strategies have expanded. Li links this shift to sharper daily market swings: gains of 2% one day, losses of 2% the next. Rob Li, Amont Partners, speaking at the IvyFON Family Office Forum. How are you adapting portfolio construction to a market where machines drive more than four-fifths of trading volume? #familyoffice #UHNW #fiduciary #QuantitativeTrading #AlgorithmicTrading #EquityMarkets #MarketStructure #FundManagement

Silicon Valley and New York Produce 83% of U.S. Unicorns. Wen Shiau, Founder and Managing Partner of Cypress Capital Group, brings institutional investment experience across global financial markets. Shiau measures tech cities by investment data, not political claims. In 2000, Silicon Valley attracted 30% of U.S. VC investment, while New York captured 15%. His latest figures show Silicon Valley producing 67% of U.S. unicorns and New York another 16%—83% combined. Cypress Capital Group targets technology-driven markets where venture investment and startup creation concentrate. Wen Shiau, Founder & Managing Partner of Cypress Capital Group, speaking at the IvyFON Family Office Forum. Are your real estate allocations following the data on where technology wealth is actually being created? #familyoffice #UHNW #fiduciary #SiliconValley #NewYork #VentureCapital #Unicorns #TechCities

Infill Industrial Combines Essential Demand With Limited Urban Supply. Doug O’Donnell has worked in commercial real estate since 1992, including at O’Donnell Property Services and Insignia Commercial Group. As CEO of The O’Donnell Group, he leads an industrial real estate firm that reports more than 24 million square feet of industrial properties acquired and developed. <Cite refs={["turn113483search0","turn113483search6"]}/> Everyday goods—from clothing and glasses to furniture and computers—move through warehouses before reaching consumers. O’Donnell argues that industrial property serves a function that offices, retail stores, and other real estate categories cannot replace. His focus is infill industrial: warehouses positioned close to consumers. Proximity supports the movement of goods into dense population centers. Cities often resist industrial uses because trucks damage streets, generate pollution, and increase traffic. O’Donnell argues that these pressures constrain infill supply while consumer demand for goods continues. For family offices, the investment thesis centers on two factors: an essential role in the supply chain and scarce industrial space near urban consumers. Doug O’Donnell, CEO of The O’Donnell Group, speaking at the IvyFON Family Office Forum. How much of your real estate allocation is invested in assets that serve an essential function and face barriers to new supply? #familyoffice #UHNW #fiduciary #IndustrialRealEstate #InfillIndustrial #WarehouseInvesting #Logistics #RealEstateInvesting

Warehouses Have No Substitute. Every Product You Own Has Been Through One. Doug O’Donnell began his commercial real estate career in 1992. As CEO of The O’Donnell Group, he leads a firm with more than 24 million square feet of industrial property acquired and developed since its founding in 1972. <Cite refs={["turn597656search0","turn597656search8"]}/> Office tenants can work from home or a café. Residential tenants can choose houses or condominiums. Restaurants compete with home cooking, while retail stores compete with online shopping. Warehouses face a different reality. The products consumers use every day—computers, clothing, glasses, and household goods—move through warehouse facilities before reaching their final destination. O’Donnell’s argument rests on this essential function: warehouses support the physical movement and storage of goods across the economy. Consumer behavior can shift between competing services and locations, but products still need places to be stored and distributed. For investors evaluating real estate allocations, the distinction starts with the function of the underlying asset—not simply its property type or headline yield. Doug O’Donnell, CEO of The O’Donnell Group, speaking at the IvyFON Family Office Forum. When you underwrite real estate, how do you measure the risk that tenants can replace the function your asset provides? #familyoffice #UHNW #fiduciary #IndustrialRealEstate #WarehouseInvesting #RealEstate #Logistics #PortfolioStrategy

A Critical Minerals Fund Grew From $40M to $660M in 15 Months. Chris Maybury of Primary Commodity highlighted a critical minerals fund launched in January 2025 with $40 million that reached $660 million and returned 53% over the period discussed. The strategy holds physical minerals in warehouses rather than relying solely on conventional financial exposure. Maybury described the fund’s returns as uncorrelated, with alpha generated through physical commodity holdings. Chris Maybury, Primary Commodity, speaking at the IvyFON Family Office Forum. How are you measuring the diversification value of physical commodities in your portfolio? #familyoffice #UHNW #fiduciary #CriticalMinerals #Commodities #AlternativeInvestments #PortfolioDiversification #NaturalResources

3D-Printed Jet Engines Cut Weight by 25–30%. Michael Holmes, CEO of Alloyed, leads an advanced materials company developing lighter, more efficient metal components and jet engines. Its 300-newton engine has entered serial production in the UK. <Cite refs={["turn498764search2","turn498764news12"]}/> Additive manufacturing consolidates 30–60 structural components into roughly 10, reducing assembly costs. A proprietary, high-temperature nickel alloy allows hotter combustion and improved efficiency. Holmes says the design delivers 25–30% lower weight and approximately 25% greater efficiency, extending engine range. Michael Holmes, CEO of Alloyed, speaking at the IvyFON Family Office Forum. How much capital are you allocating to advanced manufacturing that delivers measurable performance gains? #familyoffice #UHNW #fiduciary #Aerospace #DefenseTech #3DPrinting #AdvancedManufacturing #DeepTech

Purpose-Built AI Beats General Models at Stock Prediction. Sid Ghatak, CEO of Increase Alpha, brings nearly three decades of AI and forecasting experience, including U.S. government leadership. Ghatak says Increase Alpha uses specialized deep learning—not ChatGPT or Claude—to analyze SEC filings and predict equity prices. The system targets a 10-trading-day to two-week forecast horizon. The forum cited 80%+ accuracy versus 43.5% for 17 LLMs in a referenced study. Sid Ghatak, CEO of Increase Alpha, speaking at the IvyFON Family Office Forum. What independent performance evidence would convince you to allocate capital to a specialized AI model? #familyoffice #UHNW #fiduciary #AIInvesting #DeepLearning #QuantInvesting #EquityMarkets #Fintech

14 Consecutive Profitable Windows in Live AI Investing. John Bailey leads Lumenai Investments, an AI-driven investment manager combining machine learning with portfolio management. Bailey cited five years of live, out-of-sample results across 14 consecutive rolling windows, with every window profitable. He also referenced independent research published by Zenista AI to validate the investment framework. John Bailey, Founder and Managing Partner of Lumenai Investments, speaking at the IvyFON Family Office Forum. What evidence would your investment committee require before allocating capital to an AI-driven strategy? #familyoffice #UHNW #fiduciary #AIInvesting #QuantitativeInvesting #PortfolioManagement #RiskManagement #InstitutionalInvesting

24,456 AI Agents Cut Equity Exposure 31% Without Human Intervention. Sid Ghatak brings nearly 30 years of AI experience, including leadership at the U.S. General Services Administration. He leads Increase Alpha, which builds deep-learning systems for stock-market forecasting. The platform runs 24,456 independent agents, one per company, trained on a decade of SEC filings and price data. It uses no large language models. Across five years of live, out-of-sample predictions, the system reports a 70% win rate and a 1.36 Sharpe ratio, with zero momentum exposure. In Q1 2026, agents cut collective long exposure by 31% without human overrides or committee approval. The long book stayed positive in all three months while the S&P 500 fell 4.3%. Sid Ghatak, CEO of Increase Alpha, speaking at the IvyFON Family Office Forum. What performance evidence would your investment committee require before delegating portfolio risk decisions to autonomous AI? #familyoffice #UHNW #fiduciary #AI #QuantInvesting #EquityMarkets #DeepLearning #RiskManagement

AI Could Have Detected Madoff’s Ponzi Scheme in Five Minutes. Graf André Popov, Managing Partner and Senior Portfolio Manager at Qlumina, specializes in AI-native asset management and quantitative investment strategies. AI can compare a fund’s monthly returns against the equities it claims to have traded. Statistical stress tests expose inconsistencies between reported performance and actual market activity. Popov argues that this analysis could have identified Bernie Madoff’s fraud in five minutes. Graf André Popov, Managing Partner and Senior Portfolio Manager of Qlumina, speaking at the IvyFON Family Office Forum. How many managers in your portfolio have had their returns independently verified against actual trade data? #familyoffice #UHNW #fiduciary #AI #quantitativefinance #duediligence #hedgefunds #riskmanagement

New York and Silicon Valley Now Capture 65% of US VC Dollars. Wen Shiau, Founder of Cypress Capital Group, brings 25+ years of investment experience, including leadership roles at Credit Suisse, Lehman Brothers, and WestLB, where he oversaw capital markets operations involving a $31B balance sheet. In 2000, Silicon Valley and New York accounted for 45% of US venture capital. Shiau says that share rose to 65% by 2025–2026, despite predictions that technology capital would spread to Texas, Florida, and Utah. He argues that cities are 15% more efficient than rural areas because investors, lawyers, accountants, and entrepreneurs operate within concentrated networks. Shiau also claims the US accounts for 90% of global unicorns, reinforcing his focus on Silicon Valley and New York. Wen Shiau, Founder of Cypress Capital Group, speaking at the IvyFON Family Office Forum. How are you pricing geographic concentration into your real estate and private-market allocations? #familyoffice #UHNW #fiduciary #venturecapital #SiliconValley #NewYork #realestate #unicorns #capitalallocation

Bathhouse Projects $120M Revenue at 30%+ Margins. Johnny Hwin of Studio Management highlighted bathhouses as an emerging wellness and hospitality category, with New York operator Bathhouse projecting $120 million in run-rate revenue and margins above 30%. Bathhouse operates two NYC locations and plans to open two more. Hwin estimates roughly 100 dedicated third-space bathhouses operate across the US. The US has about two bathing facilities per million residents, compared with 12 in Japan, 27 in Germany, and 38 in Korea. For comparison, the US fitness industry grew from roughly 3,000 gyms in 1978 to more than 100,000 health clubs, gyms, and fitness studios today. Johnny Hwin of Studio Management, speaking at the IvyFON Family Office Forum. What site-level returns would justify investing in bathhouses as the next scalable wellness category? #familyoffice #UHNW #fiduciary #wellness #hospitality #alternativeinvestments #consumertrends #realestate #privateequity

Bathhouse Projects $120M in Revenue at 30%+ Margins. Johnny Hwin of Studio Management highlights Bathhouse, a New York wellness operator expanding its sauna and cold-plunge business. Bathhouse has two NYC locations and plans to open two more. Hwin cites projected run-rate revenue of $120 million with margins above 30%. The supply gap is significant: New York has roughly 2.5 bathing facilities per million residents, compared with 31 in Tokyo and 38 in Korea. Johnny Hwin, Studio Management, speaking at the IvyFON Family Office Forum. Would you underwrite bathhouses as scalable hospitality businesses or location-dependent lifestyle concepts? #familyoffice #UHNW #fiduciary #wellness #hospitality #venturecapital #consumertrends #realestate #alternativeinvestments