AGENDA

August 17 | 2:00–5:00 PM @ Gardiner House

PRE-SUMMIT EVENT
The Newport Junior Global Summit is a dedicated youth leadership experience held in conjunction with Newport Global Summit.

LEARN MORE & RSVP
***Registration required to attend.

August 17 | 5:30–6:30 PM @ Gardiner House

PRE-SUMMIT EVENT — VENUE CHANGE! NOW AT GARDINER HOUSE
Summit guests and attendees arriving early are invited to kick off the Summit with an informal happy hour at Gardiner House. No agenda—just great conversation before the Summit officially begins.

Food and beverage available for individual purchase.

August 17 | 7:00–9:00 PM

PRE-SUMMIT VIP EVENT
On the eve of the Newport Global Summit, VIP guests and sponsors are invited to kick off the conference with this special thank you dinner offering participants time to meet, connect, and learn more about the NGS mission and Summit partners. Music provided by internationally celebrated flamenco guitarist Juanito Pascual.

*** This event is by invitation only.

August 18 | 8:00–11:30 AM

PRE-SUMMIT VIP EVENT
Tour the REGENT headquarters and join the crew on Narragansett Bay to observe on-water testing of the Rhode Island start-up's innovative Seagliders, high-speed vessels that float, foil, and fly — and are poised to transform coastal mobility. 

*** This event is by invitation only.

August 18 | 8:30–9:45 AM @ Gardiner House

PRE-SUMMIT EVENT
Stories That Endure: Building Legacy Through Story

Emily Jansen
Founder, Emily Jacob Agency

Every family, founder, investor, and institution tells a story. The most empowering stories aren't just the ones that feel good - they are impactful in attracting capital, inspiring trust, uniting generations, preserving legacy, and determining how people remember us long after the transaction is complete. In this session, Emily will explore how strategic storytelling becomes a leadership discipline—one that helps people articulate who they are, why they matter, and what they ultimately hope to build. This interactive workshop combines reflection with practical frameworks to help attendees define, articulate, and activate the stories that move people.

Workshop presented by: UBS
Breakfast begins at 8:30 AM | Workshop begins at 8:45 AM

LEARN MORE & RSVP
***Registration required to attend.

10:00–11:00 AM @ Gardiner House

PRE-SUMMIT EVENT
The Longevity Nation

Michael Clinton
Founder & CEO, Roar Forward

How science, reinvention, and purpose are redefining the second half of life—and why the centenarian era is already here.

August 20 | 8:00–10:30 AM @ The Bodhi Spa

POST-SUMMIT EVENT
Newport Global Summit attendees are invited to a complimentary Pilates session with Flow Newport and to experience The Bodhi Spa's relaxing Water Journey and Zen Garden. 

• 8:00–9:00 AM | Pilates | No registration required

• 8:00–10:30 AM | Water Journey & Zen Garden | Call 401-619-4916 to reserve your time slot

The Bodhi Spa is located at 654 Thames Street, Newport, RI

Presented by: The Bodhi Spa

August 22 | 7:30 PM @ Centreville Bank Stadium

POST-SUMMIT EVENT
Newport Global Summit attendees are invited to enjoy a complimentary Club-level ticket to watch Rhode Island FC take on Monterey Bay FC. Join fellow Summit guests for an exciting evening of professional soccer, premium seating, and the opportunity to experience one of Rhode Island's newest sports traditions.

Presented by: Rhode Island FC

LEARN MORE & SIGN UP
***Registration required.

Registration:
12:00–12:30 PM @ Newport Art Museum

Opening Lunch:
12:30–1:30 PM @ Newport Art Museum

Welcome to Newport Global Summit & Newport Art Museum

Katharine (Kitty) Cushing
Founder & President, Newport Global Summit

Kara Sundlun
Emmy Award-winning Journalist & Chief Digital Anchor, WFSB-TV

Harry Philbrick
Executive Director, Newport Art Museum

1:45–2:00 PM @ Newport Art Museum

En Route to Revolution

Henry P. Davison II
Managing Director, Chilton Trust & Board Member, Newport Global Summit

Through newly discovered correspondence between the Founding Fathers and the French, hear how the Declaration of Independence and the Constitution were drafted as a set of guardrails and guidelines for a young nation, much as a Letter of Wishes and a Family Constitution are for a family. 

2:00–2:20 PM @ Newport Art Museum

Non-Obvious Thinking

Ben Dupont
Co-Founder & Managing Partner, Chartline Capital Partners

We live at the cusp of unprecedented innovation and economic growth. The entrepreneurs and investors who will benefit most are those who can best imagine the future. There is less friction between capital and ideas, and between ideas and markets, than ever before. Yet we spend surprisingly little time imagining the repercussions of this innovation. This talk explores that thought process.

2:20–2:45 PM @ Newport Art Museum

Direct Family Business Investments – Achieving Returns While Improving Smaller Cities, Towns & Rural Regions; Inside the Family Capital Playbook: The Bly Family on Direct Family Business Investments

Diana Oehrli
Writer & Host, The Pressures of Privilege Show

James Bly
Founder, Principal & Chairman Emeritus, FODIS

Chase Bly
Vice President, FODIS

Podcast host Diana Oehrli leads an in‑depth conversation with James and Chase Bly, the father–son team behind FODIS, on how families can navigate direct investments into private family businesses with discipline, alignment, and long‑term vision. A candid look at lessons learned from building, selling, and reinventing a family enterprise.

2:45–3:10 PM @ Newport Art Museum

Beyond Public Markets: The Case for Private Investing

Lindsey Press
Global Head of Investor Relations, HGGC

Abi Prakash
Managing Director, Private Capital Advisory, Raymond James

HGGC's Lindsey Press and Raymond James' Abi Prakash discuss the opportunities alternatives represent for portfolio diversification, return differentiation and long-term value creation in today’s dynamic investment landscape. The conversation will explore how advisors are evolving their approach to constructing allocations, the product innovations expanding access to private markets for wealth investors and trends to watch.

3:25–3:40 PM @ Newport Art Museum

What to Expect from a Warsh Fed: Navigating the Next Phase of the Economy and Federal Reserve Policy

Timothy W.A. Horan
Executive Vice President, Chief Investment Officer – Fixed Income & Chief Economist, Chilton Trust

The global economy is entering a pivotal period marked by shifting growth dynamics, evolving inflation trends, and heightened uncertainty across markets. In this session, Chilton Trust’s Chief Investment Officer – Fixed Income and Chief Economist, Timothy W.A. Horan will examine the key macroeconomic forces shaping the outlook for the U.S. and global economies, assess the implications for monetary policy under new Fed Chairman Kevin Warsh, and explore how the Federal Reserve is likely to respond in the months ahead, including the upcoming Jackson Hole Economic Policy Symposium. Attendees will gain a clearer understanding of the economic landscape, the risks and opportunities facing investors and businesses, and the factors most likely to influence markets and policy decisions through the remainder of the year.

3:40–4:05 PM @ Newport Art Museum

Courage Can Save Us: Leadership, Service, and the Future of American Democracy

Rye Barcott
Author, Courage Can Save US
Co‑Founder & CEO, With Honor

Interviewed by: Kara Sundlun
Emmy Award-winning Journalist & Chief Digital Anchor, WFSB-TV

Rye Barcott—veteran, social entrepreneur, and co-founder of With Honor—explores the urgent themes of his New York Times best-sellingbook, Courage Can Save US. Drawing on stories of ten extraordinary Americans who served their country and bridged divides in moments of national strain, Barcott illuminates how principled leadership, bipartisan cooperation, and a renewed ethic of service can strengthen the nation at a pivotal moment. This keynote session invites attendees into a conversation about courage as a civic force—and how each of us can help shape a more resilient future.

4:05–4:35 PM @ Newport Art Museum

Does Free Enterprise Still Work?

Steve Forbes
Chairman & Editor-in-Chief, Forbes Media

Elizabeth Ames
Author, Producer & Journalist

The question is asked frequently today. Steve Forbes and Elizabeth Ames remind us that it has was also asked in other periods of our history. The Great Depression, the Civil War and the 1970s were also rocky for the country’s innovators.  Forbes and Ames preview new videos from their series on the nation’s great entrepreneurs. What do they teach us about coping with tempestuous times?

4:35–4:45 PM @ Newport Art Museum

Newport Junior Global Summit: Inspiring Young Entrepreneurs

Jack Bradley Matheson
Founder, Newport Junior Global Summit

Jack Bradley Matheson provides recap on the inaugural Newport Jr. Global Summit, held on Monday, August 17 in Newport, Rhode Island.  The Newport Junior Global Summit was inspired by the Steve Forbes on Achievement educational video series on America's great entrepreneurs.

4:45–4:50 PM @ Newport Art Museum

Kitty Cushing
Founder & President, Newport Global Summit

7:00–9:30 PM @ Gardiner House

Reception begins at 7:00 PM
Dinner begins at 8:00 PM

9:00–9:05 AM @ Newport Art Museum

Kitty Cushing
Founder & President, Newport Global Summit

9:05–9:20 AM @ Newport Art Museum

The World in Transition: A Macroeconomic & Geopolitical Outlook

Nikolas Gvosdev
Professor, National Security Affairs, U.S. Naval War College

Brigadier General (Ret.) Peter B. Zwack
Russia and Eurasia Researcher, Speaker, & Writer

A sweeping analysis of the forces reshaping global power, economic stability, and strategic competition—and what they mean for investors, policymakers, and institutions.

9:20–9:45 AM @ Newport Art Museum

New Space Capitalism: The Entrepreneurial Frontier Beyond Earth

Rainer Zitelmann
Historian, Sociologist, Author, & Real Estate Investor

Rainer Zitelmann explains why, after the Moon landing, human spaceflight made virtually no progress for decades and how the rise of private spaceflight came about. In his talk, he also shows that the biggest obstacle today is not technological but economic in nature: the lack of property rights on celestial bodies.

9:45–10:10 AM @ Newport Art Museum

Seagliders and the Future of Maritime Mobility

Billy Thalheimer
Co-founder & Co-CEO, REGENT

REGENT’s Co‑Founder shares the latest progress on Seagliders, the transition from prototype to production, and how Rhode Island is becoming a hub for next‑generation maritime mobility.

10:10–10:35 AM @ Newport Art Museum

Transportation, Logistics, and the Re-shoring of American Supply Chains

JP Keating
Founder, proChain Ventures

Ben Sorkin ‍ ‍ Founder, Flux Marine

moderated by:
George Tilghman
Founder, GT3 Ventures

A forward-looking conversation on how transportation, dual-use technologies, and supply-chain reinvention are reshaping American competitiveness and investment opportunity. 

10:50–11:15 AM @ Newport Art Museum

Capital at the Crossroads: Where Venture Investing Goes Next

Howard Morgan
Chair & General Partner, B Capital

Todd Ruppert
Founder & CEO, Ruppert International

Interviewed by Miguel Armaza
Co-Founder & General Partner, Gilgamesh Ventures; Host, Fintech Leaders Podcast

Miguel Armaza, founder of Gilgmesh Venture and Podcast Host of Fintech Leaders, will interview two iconic venture capital leaders, Howard Morgan of B Capital and Todd Ruppert of Ruppert International. The venture capital ecosystem has changed over the past decade. This session will explore the changes and the implications for the future.

11:15 AM–11:35 AM @ Newport Art Museum

The Attractiveness of Investing in the Venture Capital Secondary Market

Andrew Reilly
Managing Director, VCFA

Introduction by: Todd Ruppert
Founder & CEO, Ruppert International

Several forces are causing an explosive growth in the market for venture capital secondary transactions. This session will describe those forces, explain the types of secondary transactions, and the current compelling opportunity for investors.

11:35 AM–12:00 PM @ Newport Art Museum

Affordable Housing and Opportunity Zone Investing

Robert Dupree
Principal & Co-Head, Infrastructure & Impact, CIM Group

Sofia Douzoglou
Vice President, Private Wealth Group, CIM Group

A deep dive into how Opportunity Zones and private market strategies can expand affordable housing and drive long‑term community revitalization.

12:00–12:15 PM @ Newport Art Museum

Harnessing Complexity

Robert Seliger
Founder & CEO, Arctevity

Innovation can emerge by connecting seemingly unrelated systems. Robert Seliger explores how rethinking the relationships among cities, buildings, energy, telecommunications, and AI can create new opportunities—including stronger economics for affordable housing.

Edward Mier
General Partner & Co-Founder, Pointer.Capital

Edward Mier, an early pioneer in European telecom investing, will discuss emerging opportunities in AI and other innovation‑driven markets.

12:30–1:30 PM @ Newport Art Museum

KEYNOTE: The Emerging New World and America’s Place in It

Steve Forbes
Chairman & Editor-in-Chief, Forbes Media

Steve Forbes looks at the opportunities and pitfalls awaiting investors and policymakers with the coming upheaval in central banking, and the continuing political turmoil at home and abroad.

1:45–2:15 PM @ Newport Art Museum

Stay Calm: Embrace Uncertainty in Investing and Life

David Booth
Founder & Chairman, Dimensional Fund Advisors

A clear, empowering framework for building true wealth based on the science of markets—not predictions or market timing.

2:15–2:30 PM @ Newport Art Museum

The Inheritance Project: Navigating the Greatest Wealth Transfer in History

John E. Messervey
Private Advisor to America’s Leading Families

With more than $100 trillion expected to pass from one generation to the next over the coming decades, families face increasingly complex questions about legacy, leadership, fairness, and continuity. In this session, John Messervey explores the nuances of wealth transfer, offering practical insights from decades of advising enterprising families.

Through The Inheritance Project, attendees will gain a framework for navigating inheritance conversations with greater clarity, and how to optimize outcomes that will not only help preserve the successful passage of wealth, but also family relationships and legacy for generations to come.

2:30–2:50 PM @ Newport Art Museum

The Science of Resilience: Gut Health, Brain Health & the Future of Human Performance

Semir Beyaz
Fellow, Cold Spring Harbor Laboratory

Introduction by: Howard Morgan
Board Member, Cold Spring Harbor Laboratory; Chair & General Partner, B Capital

A frontier‑science session exploring the emerging links between gut health, brain health, immunity, and longevity—and what this means for the future of human performance.

3:05–3:20 PM @ Newport Art Museum

A New Era of Biological Sovereignty

Janine Gasper, MSN, RN (DNP Candidate)
Chief Nursing Officer, Infinite Medical
Co-Founder, Infinite Hope

Is modern medicine actually curing us, or simply managing our decline? Until two years ago, the world’s most advanced cellular therapies were inaccessible on US soil. Today, a quiet revolution in autologous adipose science is redefining what is possible in human health. In this 15-minute brief, Janine Gasper, MSN, RN (DNP Candidate) challenges the conventional healthcare framework. Discover how newly available US cellular biotech is shifting the narrative from passive management to true biological healing—powering life-changing treatments through Infinite Hope while offering family offices a revolutionary model for multi-generational health stewardship.

3:20–3:30 PM @ Newport Art Museum

The New Luxury: Why Authentic Places Matter More Than Ever — The Evolution of Family-Centered Residential Living

Louise M. Guido
Founder & Managing Principal, SOHO 584

Luxury is no longer defined by excess. Today's affluent buyers increasingly seek authentic destinations that feature nature over spectacle with wellness integrated into everyday life as well as time across generations. Increasingly, buyers ask: How do we create shared experiences? How do we strengthen family relationships? How do we create assets our children and grandchildren actually use? How do we combine investment with quality of life? A second home today is becoming a family gathering place, not simply another real estate asset.

3:30–3:45 PM @ Newport Art Museum

Psychedelics: The Most Powerful Technology of Our Times

Michaela Reilly
Host, The Phychedlic Mom Podcast

Investing in future generations through revealing, healing, and reimagining human potential. 

3:45–4:10 PM @ Newport Art Museum

Sports as an Asset Class and The Stadium Effect: How Sports and Housing Investments Transform Communities

Brett Johnson
CEO of Benevolent Capital; Chairman of Rhode Island FC and Centreville Bank Stadium; Director of Ipswich Town FC

Interviewed by: Kara Sundlun
Emmy Award-winning Journalist & Chief Digital Anchor, WFSB-TV

Brett Johnson highlights the $140 million Centreville Bank Stadium as the anchor and driver of using sports as an asset class to revitalize Pawtucket and Rhode Island. He also outlines the 750 units of housing coming online around the stadium and the return of fortune for Ipswich Town — including the Club’s rise back to the Premier League — as powerful examples of how sports and stadiums can generate meaningful social and economic impact, while providing outstanding uncorrelated returns on investment.

4:10–4:25 PM @ Newport Art Museum

Carolyn Rafaelian
Founder, Rafaelian, Inc. & Owner, Belcourt of Newport

4:25–4:30 PM @ Newport Art Museum

Kitty Cushing
Founder & President, Newport Global Summit

5:30–7:30 PM @ Belcourt of Newport

The Liberty Reception at Belcourt of Newport will be an evening commemorating our nation’s 250th anniversary and honoring our shared commitment to American ingenuity, innovation, and enduring leadership.