The world in focus
with twinfocus
2025 Conference Agenda
Monday | May 12, 2025 in Boston
9:30 am
Guests arrive, mingle
and have coffee
10 – 11 am
Meredith Whittaker,
President of Signal
11 – 12 pm
Longevity guest TBC
12 – 12:45 pm
Lunch
1 – 2 pm
Sports Investing PANEL: Don Kilbride moderating with Sam Kennedy and Peter Valhouli-Farb
2- 3 pm
Kyle Bass, American investor and founder of Conservation Equity Management
The importance securing digital communications for both private and public infrastructures, the state of the surveillance industry in light of giant telecom hacks like Salt Typhoon and NSO lawsuit, and then lastly how AI fits into all of this.
The world in focus
with twinfocus
2025 Conference Agenda
Monday, May 12, 2025
Davios – Seaport
Boston, Massachusetts
8:00 am
Continental Breakfast
8:45 am
Welcome and Introduction
9:00 am
Governor Chris Sununu
82nd Governor of New Hampshire
Governor Sununu will explore his views on, “Decoding Trump.” He will discuss the practical implications of DOGE’s efforts on both the regulatory environment in Washington and what it means for businesses as they assess risk in the market. Additionally, he will analyze the realities of Trump’s tariff plan and share his political/economic outlook for 2025-2026.
10:00 am
Meredith Whittaker
President, Signal Foundation
Meredith will share with us her views on the importance of securing digital communications for both private and public infrastructures, the state of the surveillance industry in light of giant telecom hacks like Salt Typhoon and NSO lawsuit, and how AI fits into all of this.
11:00 am
Kyle Bass
Chief Investment Officer, Hayman Capital and Conservation Equity Management
Kyle will share his views on China. What is Xi Jinping’s mission? Who is he? And how does he intend to overtake Mao as the most influential Chinese ruler in the last century? How does China interact with Russia, Iran, and North Korea? Why does this Alliance of Evil matter to the United States and the rest of the rules-based order?
12:00 pm
Lunch
1:00 pm
Sam Kennedy
CEO, Boston Red Sox and Fenway Sports Group
Peter Valhouli-Farb
Co-Founder, Arctos Partners
Don Kilbride
Senior Managing Director and Partner, Wellington Management
Don will be having a fireside chat with Sam and Peter about current and future trends in professional sports investing.
Sports investing has become increasingly attractive in recent years due to evolving ownership dynamics, including shifting rules in major U.S. sports leagues that now allow private equity investment. There is the potential for portfolio diversification, significant growth driven by media rights and international expansion, combining this with passionate fan bases make sports investments a compelling opportunity for investors seeking uncorrelated assets with strong returns.
2:00 pm
George Q. Daley MD, PhD,
Dean of Harvard Medical School and the Caroline Shields Walker Professor of Medicine
George will be sharing his views on Longevity and “separating myth from science.” He will explore the science of aging, and the biomedical quest to enhance lifespan, while critically assessing efforts to prolong lifespan.2025 Conference Agenda
The world in focus with
twinfocus
The importance securing digital communications for both private and public infrastructures, the state of the surveillance industry in light of giant telecom hacks like Salt Typhoon and NSO lawsuit, and then lastly how AI fits into all of this.
9:30 am
Guests arrive, mingle
and have coffee
10 – 11 am
Meredith Whittaker,
President of Signal
11 – 12 pm
Kyle Bass, American investor and founder of Conservation Equity Management
12 – 12:45 pm
Lunch
1 – 2 pm
Sports Investing PANEL: Don Kilbride moderating with Sam Kennedy and Peter Valhouli-Farb
2- 3 pm
Longevity guest TBC
Guest Speakers
J. Kyle Bass
Chief Investment OfficerHayman CapitalConservation Equity Management
J. Kyle Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities, and the Co-Founder and Chief Executive Officer of Conservation Equity Management, an impact and natural capital private equity firm. Mr. Bass is also the Co-Chief Executive Officer of the newly formed Rochefort Management, a private credit firm focused on the Critical Technology Initiative – a joint effort between the Small Business Administration and Department of Defense to attract private investment into technology areas deemed critical to national and economic security.
Mr. Bass is a Life Member of the Council on Foreign Relations and the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism. Mr. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate, and the Financial Crisis Inquiry Commission.
Mr. Bass has lectured on global economics, national security, geopolitics, and the architecture of the Chinese financial system at various universities, including Columbia, Yale, Harvard, Stanford, UC Berkeley, University of Texas, and the University of Virginia. Mr. Bass is the former Chair of the Risk Committee of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $75 billion.
Formerly, he was a Managing Director at Legg Mason and a Senior Managing Director at Bear Stearns. He graduated from Texas Christian University with a degree in finance. Bass is an Advisory Board member of the Hudson Institute’s China Center, an Executive Advisory Board member of the George W. Bush Presidential Center, and an Investment Advisory Board member to RIA NewEdge Wealth. He also serves on the boards of the Texas Wildlife Association Foundation, Texas Department of Public Safety Foundation, and Melinda’s Foods.
George Q. Daley MD, PhDDean of Harvard Medical School and the Caroline Shields Walker Professor of Medicine
George Q. Daley, MD, PhD, is the Dean of Harvard Medical School and the Caroline Shields Walker Professor of Medicine. George is an internationally recognized leader in stem cell science and cancer biology. George earned his PhD in biology at MIT, his MD from Harvard Medical School, and completed his residency in internal medicine at Massachusetts General Hospital and his fellowship in Hematology/Oncology at the Brigham and Women’s and Boston Children’s hospitals.
He was an Investigator of the Howard Hughes Medical Institute and served as Director of the Pediatric Stem Cell Transplant Program at the Dana Farber Cancer Institute and Boston Children’s Hospital, resigning both positions to assume the deanship of Harvard Medical School in 2017.
George’s research aims to identify mechanisms that underlie blood disorders and cancer, including how stem cells contribute to tissue regeneration and repair, and to improve drug therapies and transplantation for patients with malignant and genetic bone marrow disease.
Sam Kennedy
CEO, Boston Red Sox and Fenway Sports Group
Sam Kennedy is a partner of Fenway Sports Group (FSG), a global sports, marketing, media, and real estate company, and serves as Chief Executive Officer for three of the company’s holdings, the Boston Red Sox, Fenway Sports Management, and Fenway Sports Group Real Estate.
Kennedy became a partner in FSG in March 2021, formally joining the ownership group alongside new investors RedBird Capital, LeBron James, and Maverick Carter. Since that time, he has established and led a Strategy & Growth team made up of FSG executives and partners charged with researching and exploring opportunities for the company’s future growth.
Kennedy is also an investor in Strategic Sports Group (SSG), a consortium of American sports team owners who have made a minority investment in PGA TOUR Enterprises, the commercial arm of the PGA TOUR. In 2024, SSG closed on a major financial and strategic investment into PGA TOUR Enterprises in a partnership focused on maximizing revenue generation for the benefit of PGA TOUR players and finding opportunities to enhance the game of golf across the world. With over 30 years of experience working in Major League Baseball, Kennedy takes an active role in league matters and serves as Chairman of the President’s Working Group (PWG) and on MLB’s International Committee, charged with growing the game across the globe.
Kennedy began his career in sports as an intern for the New York Yankees in 1993. He joined the Boston Red Sox in 2002 after six years with the San Diego Padres from 1996-2001.
Don Kilbride
Senior Managing Director and Partner, Wellington Management
Don began his Wellington career as portfolio manager on the Quality Equity team in 2002. He was named Managing Director in 2005 and was elected Partner in 2008. He served the firm as co-head of the Needham office, Incentive Compensation Committee (Chair), member of the Executive Committee, Hedge Fund Review Group (Chair), and Audit Committee (Chair). In 2006, he took over management of the Vanguard Dividend Growth fund, focusing on large-cap, quality companies. He then launched the Select Quality Equity approach in 2008, the Global Dividend Growth approach in 2010, and he was integral in the launch of the International Dividend Growth approach in 2017. Under his leadership, the Dividend Growth platform grew from what could have been described as an afterthought at the time with roughly $600 million in assets, to one of Wellington’s largest books of business with approximately $75 billion today.
Prior to joining Wellington Management in 2002, Don was a senior investment analyst and director of Non-Technology Research at Greenberg-Summit Partners; his coverage area included energy, basic materials, financial services, aerospace/defense, and transportation. Don also worked for six years as the director of US Equity Research at The Boston Company from 1996 – 2001.
Don received his MBA from the University of North Carolina’s Kenan-Flagler Business School (1991) and his BA from the College of the Holy Cross (1986)
Governor Chris Sununu
82nd Governor of New Hampshire
Christopher T. Sununu served four terms as the 82nd Governor of the State of New Hampshire and after choosing not to seek a fifth term, he returned to the private sector in January 2025. At the conclusion of his tenure in office, the Granite State is the fastest-growing state in the Northeast, has one of the lowest unemployment rates in the nation, and has the lowest child poverty rate of any state in America. Governor Sununu is recognized as a national leader in “common-sense” governance and balanced navigation of otherwise polarized political waters.
Serving during America’s most politically charged period and in conjunction with both the Trump and Biden administrations, Governor Sununu brings an insider’s perspective and unabashed transparency that few politicians can deliver. As chief executive of the First In The Nation Primary state, Governor Sununu was front and center of our country’s two most heated elections in history and offers insights in how to decode political fact from fiction.
Peter F. Valhouli-Farb
Co-Founder, Arctos Partners
Peter F. Valhouli-Farb is a Co-Founder at Arctos Partners. Mr. Valhouli-Farb is responsible for sourcing and evaluating investment opportunities, fundraising and investor relations.
Prior to the formation of Arctos Partners, Mr. Valhouli-Farb served as Director of Strategy & Development and Special Assistant to the Chief Strategy Officer at Fenway Sports Group (“FSG”) and the Boston Red Sox. While at FSG, he was responsible for evaluating potential team acquisitions, sourcing and evaluating non-team investments, launching new lines of business within the FSG platform and assessing growth and monetization strategies for the existing FSG portfolio.
Prior to joining Fenway Sports Group, Mr. Valhouli-Farb served as an Associate at Accel Partners in Palo Alto, CA, where he focused on sourcing and evaluating investment opportunities in the broader consumer sector as well as supporting the Accel portfolio on mobile strategy. Mr. Valhouli-Farb began his career as an Analyst at Bessemer Venture Partners in New York where he focused on sourcing and evaluating investment opportunities across consumer and enterprise technology.
Mr. Valhouli-Farb graduated from Cornell University, where he received a B.S. in Industrial and Labor Relations. He received his MBA from Harvard Business School.
Meredith Whittaker
President, Signal Foundation
Meredith Whittaker is Signal’s President. She has over 17 years of experience in tech, spanning industry, academia, and government. Prior to joining Signal, she was the Minderoo Research Professor at NYU, and served as the Faculty Director of the AI Now Institute which she co-founded. Prior to NYU, she worked at Google where she founded Google’s Open Research Group, and co-founded M-Lab. She also helped lead organizing at Google and was a central organizer of the Google Walkout. She has advised the White House, the FCC, the City of New York, the European Parliament, and many other governments and civil society organizations on privacy, security, artificial intelligence, internet policy, and measurement. And she recently completed a term as Senior Advisor on AI to the Chair at the US Federal Trade Commission.
Founded in 2006, TwinFocus is a premier boutique multifamily once for global ultrahigh net worth professional investors, entrepreneurs, their families looking to preserve, enhance and transfer wealth across multiple generations. The firm’s proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members, and integrates all aspects of Tax, Legal, Investment, Philanthropic and Intergenerational Planning in its tireless pursuit of establishing enduring legacies.
Headquartered in Boston, TwinFocus has assets under advisement of more than $10.0 billion* and manages diversified investment solutions that include exclusive access to unique private credit equity and real estate. (* – as of 12/31/2024)