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The Owner Mode Memo

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Owner Mode
Private Investing Edition
May 20–21, 2026  ·  Virtual Summit  ·  Free to Attend Live
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The Summit
You’ve built the income. Now build the portfolio.

High-earning professionals have the income. The credentials. The foundation. What most don’t have is a framework for deploying personal capital into private markets.

The Owner Mode Summit is where that changes. Last time, world-class operators shared the playbooks, the numbers, and the lessons learned across five ownership pathways.

This time, the conversation goes deeper into the world of private investing.
The Agenda at a Glance
Day 1|Why Private Investing
Wed May 20th · 11 AM - 2 PM PT / 2 - 5 PM ET
1
Mellody Hobson
Co-CEO, Ariel Investments
Talk: The Patient Owner
2
Andrew Lindsay
CVP, Cloud & AI, Microsoft · Board Director, Asana
Talk: Investing Beyond the Day Job
3
Ashley Flucas
COO, Summit Ventures · Founder, Flucas Ventures
Talk: Playing Chess
4
Ryan Williams
Founder, Cadre
Talk: The Private Markets Playbook
Day 2|How to Participate
Thu May 21st · 11 AM - 2 PM PT / 2 - 5 PM ET
5
Chris Lyons
Partner, Andreessen Horowitz
Talk: From the Room to the Cap Table
6
Marlon Nichols
Managing General Partner, MaC Venture Capital
Bonita Stewart
Co-founder & Managing Partner, BAG Ventures
Fireside: Evaluating Early-Stage Companies
7
$100K Pitch Competition
Judges: Marlon Nichols, Bonita Stewart, Brandon William Jones (Gravy Wealth)
9 startups building access infrastructure · 4 winners announced · $25K each
Meet the Speakers
Day 1 · May 20
Why Private Investing
4 Sessions · 11 AM - 2 PM PT
Mellody Hobson
Session 1
Mellody
Hobson
Co-CEO, Ariel Investments
The voice behind one of the most respected active-management firms in America. Former Chair of Starbucks Corporation and DreamWorks Animation. Board director, JPMorgan Chase. New York Times bestselling author.
Full bio →
The Patient Owner:Why Slow and Steady Still Wins in Private Markets
Everyone wants the home run. Mellody Hobson makes the case for why the most powerful wealth-building strategy is the one nobody wants to hear: patience. You’ll learn how institutional investors think about time horizons differently than individual investors, why the urge to chase hot deals destroys more wealth than bad markets do, and what it actually looks like to build a portfolio that compounds across decades, not quarters.
Andrew Lindsay
Session 2
Andrew
Lindsay
Corporate Vice President, Cloud and AI Platforms Business Development, Microsoft · Board Director, Asana
CVP for Cloud & AI at Microsoft. Board Director, Asana. Previously SVP at HubSpot, VP at Jawbone, consultant at McKinsey, and M&A banker at Merrill Lynch. Howard BS, Harvard Law, Harvard Business School.
Full bio →
Investing Beyond the Day Job:How a Senior Tech Executive Builds a Private Portfolio
You have the income. You have the network. You don’t have the time, and your compliance team has rules. Andrew Lindsay built a private portfolio while running one of the largest business development organizations in tech. He breaks down the private banking relationships that unlocked a 2.75% rate on Bay Area investment properties, how he evaluates fund managers with his own money versus professionally, and the real constraints that come with investing from a senior corporate seat.
Ashley Flucas
Session 3
Ashley
Flucas
COO, Summit Ventures · Founder, Flucas Ventures
COO of Summit Ventures, spanning 15 industries across 8 countries. Founder of Flucas Ventures, one of the most active venture capital syndicates in the world with 250+ investments including Databricks, Brex, and Mercury. Former capital markets attorney at Davis Polk. Harvard Law, Duke.
Full bio →
Playing Chess:SPVs, Syndicates, and the Real Estate-Venture Barbell
Most high earners are paying 40 to 50 percent in taxes and investing whatever’s left. Ashley Flucas pays mid-teens. She walks you through exactly how: the depreciation strategies, the material participation rules, the specific moves that turned her from a capital markets lawyer into someone running 250+ venture investments and $14 billion in real estate development. You’ll learn how syndicates actually work from the inside and how to build a barbell portfolio where real estate preserves your wealth and venture creates it.
Ryan Williams
Session 4
Ryan
Williams
Founder, Cadre
Built a $5B+ real estate investment platform. Forbes cover. Fortune 40 Under 40. Backed by a16z, Goldman Sachs, and Founders Fund. Former Blackstone and Goldman Sachs.
Full bio →
The Private Markets Playbook:How Individual Investors Can Build Institutional-Grade Portfolios
There’s a reason the wealthiest investors in the world allocate heavily to private markets, and it’s not just returns. Ryan Williams lays out exactly what institutional investors see that you don’t: how managers get selected, why the best deals never hit your inbox, how the infrastructure is designed to keep most people out, and what’s finally changing. You’ll leave understanding the game well enough to stop playing from behind.
Day 2 · May 21
How to Participate
Session + Fireside + $100K Pitch Competition · 11 AM - 2 PM PT
Chris Lyons
Session 5
Chris
Lyons
Partner, Andreessen Horowitz
Entrepreneur, leader, and master relationship builder at the intersection of culture and technology. Founded a16z’s Cultural Leadership Fund and later a16z’s first $400M Seed Fund.
Full bio →
From the Room to the Cap Table:Access, Ownership, and the Evolution of Private Markets
Being in the room is not the same as being on the cap table. Chris Lyons built the bridge between the two at Andreessen Horowitz, getting cultural leaders into deals like Coinbase, Airbnb, and Instagram at the earliest stages. He breaks down the exact relationship playbook that turns access into ownership, why the shift from endorsement deals to equity stakes is the single biggest wealth move of this generation, and where AI and blockchain are about to blow the doors open for the next wave.
Marlon Nichols
Bonita Stewart
Session 6
Marlon
Nichols
Managing General Partner, MaC Venture Capital
Backing founders building at the edge of culture and technology. Built one of North America’s largest seed-stage firms ($600M+ AUM, 238 companies, 5 IPOs).
Full bio →
&
Bonita
Stewart
Co-founder and Managing Partner, BAG Ventures
Former Google VP. Steering Committee and co-lead, BAG Collective, 400+ angel investor community.
Full bio →
Fireside
From Framework to Funding: How a VC and an Operator Evaluate Early-Stage Companies
How do you actually evaluate a startup when the numbers are early, the market is unproven, and the founder is selling a vision? Marlon Nichols and Bonita Stewart have seen thousands of pitches and they break down the exact signals they look for, the red flags that kill a deal in five minutes, and how to think about portfolio construction when you’re writing $5K checks, not $5M checks.
Session 7 · Competition
From Framework to Funding:
The $100K Decision
Judges: Marlon Nichols, Bonita Stewart & Brandon William Jones
$100K Pitch Competition:Four AI-first startups. $25K each. Winners announced live.
They reveal the winners of the Owner Mode Pitch Competition 2026, awarding $100K across four AI-first startups building access infrastructure, with live commentary on what made each company stand out and what it means for the future of the space.
Registration

Choose your tier.

Free to attend live. Go deeper with Professional or Premium.

Majority of proceeds support nonprofits expanding economic opportunity.

General Tier
Free
Complimentary to attend live
Includes
  • Full virtual summit access
  • Ownership DNA Assessment: discover your best-fit pathway to ownership
Professional Tier
$300
Enhanced experience
Includes
  • Full virtual summit access
  • Ownership DNA Assessment: discover your best-fit pathway to ownership
  • Early access to Navi (Gravy Navigator), your personal companion on the journey from earner to owner
  • Majority of proceeds support nonprofits expanding economic opportunity
Premium Tier
$2,000
The complete ownership experience
Includes
  • Full virtual summit access
  • Ownership DNA Assessment: discover your best-fit pathway to ownership
  • Early access to Navi (Gravy Navigator), your personal companion on the journey from earner to owner
  • Owner Mode Summit: Private Investing Edition recordings ($195 value)
  • The Owner Mode Foundational Library ($395 value)
  • The Ownership Sprint: one-week intensive to build your personal ownership strategy ($2,000 value)
  • Majority of proceeds support nonprofits expanding economic opportunity

Highlights from the Previous Summit

1,600
Registrants
94%
Attendance
9.0/10
Satisfaction
84%
Changed Thinking
3,143
Hours Watched
Previously Featured Speakers

The Operators & Investors Who Shared Their Playbooks

25 speakers. 5 pathways. 20+ hours.

Robin Washington
Robin Washington
President, CFO & COO, Salesforce
Board: Alphabet, Honeywell
Stacy Brown-Philpot
Stacy Brown-Philpot
Managing Partner, Cherryrock VC
Fmr CEO, TaskRabbit · Board: HP
Chequan Lewis
Chequan Lewis
President, Crunch Fitness
Former COO, Pizza Hut US
Samir Goel
Samir Goel
Founder & Co-CEO, Esusu (Unicorn)
2023 E&Y Entrepreneur of the Year
Jewel Burks Solomon
Jewel Burks Solomon
Managing Partner, Collab Capital
Partpic founder (acq: Amazon)
Plus 20 others  ·  View all sessions →