AGENDA

Schedule Overview

Day One: August 18

12:00 PM – 1:30 PM | Registration & Welcome Lunch
Newport Art Museum | 76 Bellevue Avenue

1:45 PM – 5:00 PM | Afternoon Summit Sessions
Newport Art Museum | 76 Bellevue Avenue

7:00 PM – 9:30 PM | Opening Reception & Dinner
Gardiner House | 24 Lee's Wharf

Day Two: August 19

9:00 AM – 12:30 PM | Morning Summit Sessions
Newport Art Museum | 76 Bellevue Avenue

12:30 PM – 1:30 PM | Keynote Lunch
Newport Art Museum | 76 Bellevue Avenue

1:45 PM – 4:00 PM | Afternoon Summit Sessions
Newport Art Museum | 76 Bellevue Avenue

5:30 PM – 7:30 PM | Liberty Reception
Belcourt of Newport | 657 Bellevue Avenue

Detailed Agenda

Day One

  • REGENT Seaglider

    Seaglider Demonstration with REGENT

    8:00–11:30 AM

    PRE-SUMMIT VIP OFFERING
    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.

  • Newport Art Museum

    Opening Lunch

    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


AFTERNOON SUMMIT SESSIONS

  • Session 1

    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. 

  • Session 2

    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.

  • Session 3

    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.

  • Session 4

    2:45–3:10 PM @ Newport Art Museum

    Sovereignty Belongs to Those Who Convert: U.S. Strategic Metals & America’s Critical Mineral Future

    Michael Holloman
    Chief Commercial Officer, US Strategic Metals

    J. Randall Waterfield
    Co-Founder & Chief Executive Chairman, US Strategic Metals

    How U.S. Strategic Metals is building America’s first integrated multi metallic critical minerals processing facility—and what this means for national security, energy transition, and industrial independence.


AFTERNOON BREAK

  • Session 5

    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.

  • Session 6

    3:40–4:05 PM @ Newport Art Museum

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

    Rye Barcott
    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 book, 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.

  • Session 7

    4:05–4:35 PM @ Newport Art Museum

    American Competitiveness & Free Enterprise

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

    Elizabeth Ames
    Author, Producer & Journalist

    Forbes and Ames revisit moments in American history when free enterprise was under strain and preview new videos from their series on America’s great entrepreneurs. What can past innovators teach us about navigating today’s turbulence?

  • Newport Jr. Global Summit

    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.

  • Closing Remarks

    4:45–4:50 PM @ Newport Art Museum

    Kitty Cushing
    Founder & President, Newport Global Summit


BREAK UNTIL DINNER

  • Gardiner House

    Opening Reception & Dinner

    7:00–9:30 PM @ Gardiner House

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

Day Two

  • Opening Remarks

    9:00–9:05 AM @ Newport Art Museum

    Kitty Cushing
    Founder & President, Newport Global Summit

  • Nikolas Gvosdev and Peter B. Zwack

    Session 1

    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.

  • Session 2

    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.

  • Session 3

    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.

  • Session 4

    10:10–10:35 AM @ 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.


MORNING BREAK

  • Session 5

    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

  • Session 6

    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

  • Session 7

    11:35–11:55 AM @ Newport Art Museum

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

    JP Keating
    Founder, proChain Ventures

    George Tilghman
    Founder, GT3 Ventures

    A forward‑looking conversation on how transportation, logistics, and supply‑chain reinvention are reshaping American competitiveness and investment opportunity.

  • Session 8

    11:55 AM–12:15 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.


BREAK FOR LUNCH

  • Newport Art Museum

    Lunch

    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

    A forward‑looking examination of central banking upheaval, political volatility, and the opportunities


AFTERNOON SUMMIT SESSIONS

  • Session 9

    1:45–2:10 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.

  • Session 10

    2:10–2:35 PM @ Newport Art Museum

    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.

  • Session 11

    2:35–2:50 PM @ Newport Art Museum

    Next-Gen Imperative: Creating a Legacy That Endures

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

    High performing families are discovering a new focus on multi-generational, problem-solving impact. A legacy may include Entrepreneurial, educational, financial, artistic, dynastic, inventive pursuits, and more. In this thought-provoking presentation, family wealth advisor John Messervey will share varying examples of legacy creation: personal, family, and generational. From his decades of advising leading families, John will explore symbols of permanence, combining elements of personal values, family focus, and the best of smart philanthropy. As trillions of wealth are about to be passed to the next generation, this session shares how to build something that endures.


AFTERNOON BREAK

  • Session 12

    3:05–3:15 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.

  • Session 13

    3:15–3:45 PM @ Newport Art Museum

    To Be Announced

  • Belcourt & the Real Liberty Coin

    3:45–3:55 PM @ Newport Art Museum

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

  • Closing Remarks

    3:55–4:00 PM @ Newport Art Museum

    Kitty Cushing
    Founder & President, Newport Global Summit


BREAK UNTIL RECEPTION

  • Belcourt of Newport

    Liberty Reception

    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.