Switzerland, Intermediary
Change
The views expressed are those of the speakers at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
The Wellington Venture Summit brings the breadth of Wellington’s investment expertise and networks under one roof.
Founders, CEOs, and senior leaders from our portfolio companies have access to Wellington’s top private investors, public-market analysts, and thematic experts. This two-day event is an opportunity to connect with private-market peers and public-market executives while hearing the latest insights from across Wellington’s investment ecosystem.
Insights for private companies
Watch clips from the summit on preparing to go public, fundraising your next round, navigating macro and geopolitical uncertainty, and much more.
Table of contents
- Why waiting to go public can pay off – Josh Sommerfeld, Sector Lead, Healthcare
- How transparency can build trust – Steve Mortimer, Equity Portfolio Manager
- Public-market red flags – Mario Abularach, Equity Research Analyst
- Navigating geopolitical risks – Thomas Mucha, Geopolitical Strategist
- Adapting to policy uncertainty – Juhi Dhawan, Macro Strategist
- Modernizing data for AI use cases – James McNay, Global Industry Analyst
- The future of AI infrastructure – Lily Orlin, Global Industry Analyst
- Growth financing: Debt versus equity? – Jeff Chapman, Head of Growth Lending
- Three types of M&A opportunities – Jackson Cummings, Head of Wellington Access Ventures
Experts
Jackson Cummings
Head of Wellington Access Ventures
James McNay
Global Industry Analyst
Jeff Chapman
Head of Growth Lending
Josh Sommerfeld
Sector Lead, Health Care
Juhi Dhawan, PhD
Macro Strategist
Lily Orlin
Global Industry Analyst
Mario Abularach
Equity Research Analyst
Steve Mortimer
Equity Portfolio Manager
Thomas Mucha
Geopolitical Strategist
URL References
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