Prime Quadrant

Empowering families for the future

[Prime Quadrant @PrimeQuadrant]

As 2025 comes to a close, we’ve been reflecting on a meaningful year at Prime Quadrant.

The moments that stayed with us weren’t measured in returns alone. They were found in rebuilt family relationships, renewed clarity for NextGen family members, and honest conversations that helped redefine what fulfillment truly looks like.

To the families who trusted us with complexity, challenged us to think differently, and partnered with us to build solutions that didn’t yet exist—thank you. Your trust continues to guide our work and our direction.

We enter 2026 energized, grateful, and deeply committed to serving families across every dimension of capital—financial, human, social, and spiritual.

With sincere gratitude, and our very best wishes for the year ahead.

- The Prime Quadrant Team

[Prime Quadrant @PrimeQuadrant]

Christmas invites us to rediscover what truly matters.
In a world that rarely slows down, this season offers a gentle pause — a chance for homes to grow warmer, for calendars to make room for connection, and for hearts to find rest in the company of those we cherish.

We wish for you simple but rare pleasures this holiday season: shared meals, familiar traditions, and the quiet comfort of being together.

From all of us at Prime Quadrant, may your holiday season be rich with reflection, gratitude, and lasting memories. Merry Christmas.

[Prime Quadrant @PrimeQuadrant]

As Hanukkah begins, we pause to reflect on a story that transcends time — a story equally made of light and of unwavering resolve.

It teaches that small acts of courage and conviction can illuminate far more than we imagine — shaping our lives, strengthening our families, and inspiring our communities.

From all of us at Prime Quadrant, may your Hanukkah be filled with light, meaning, and enduring hope.

[Prime Quadrant @PrimeQuadrant]

What Everyone Gets Wrong About Impact & Influence — Chelsea Clinton at the 2025 Prime Quadrant Conference

In a captivating session at this year’s Prime Quadrant Conference, Dr. Chelsea Clinton offered a deeply personal and wide-ranging conversation on public health, education, women’s rights, and the power of informed citizenship.

Reflecting on her childhood in a political family, she spoke candidly about learning to find her own voice amid public scrutiny — and how those early experiences sparked her lifelong commitment to social impact. Clinton also addressed the growing challenges of misinformation, the role of social media in shaping youth, and why defending truth remains essential to a functioning society.

She highlighted the Clinton Foundation’s ongoing work in global health and education, emphasizing the need for sustainable philanthropy that prioritizes outcomes over optics.

A resonant discussion with someone who has spent her life at the intersection of service, advocacy, and global change.

Watch the full session here: https://t.co/T4bcawzUwG

[Prime Quadrant @PrimeQuadrant]

What Your Relationships Reveal About You.

In one of the most resonant sessions of this year’s Prime Quadrant Conference, Lilli Marmurek explored the deeply human questions that sit beneath family dynamics, leadership, and personal growth: Do I belong? Do I measure up?

She reflected on how much of our inner world is shaped by the way others mirror back our fears, our strengths, and our sense of value. From the fragility of ego to the universal pull of comparison, Lilli offered a powerful reminder that belonging isn’t a luxury — it’s foundational to how we move through the world.

Her insights on self-awareness, especially for rising generations, underscored a simple truth: connection is essential, and understanding ourselves is the first step toward truly connecting with others.

A quietly profound session — and one that stayed with many long after the room cleared.

Watch the full conversation here: https://t.co/hYzWSu7Esf

[Prime Quadrant @PrimeQuadrant]

Understanding The AI Opportunity with Russell Napier

AI may be the biggest story in markets today — but that doesn’t mean it’s the easiest place to make money.

In his session at this year’s Prime Quadrant Conference, Russell unpacked the current AI investment landscape, drawing sharp parallels to past technology booms, including the dot-com era. He reminded us that the greatest opportunities often lie in the unknown stories, not the ones everyone is already chasing.

He explored how capital flows into new technology can outpace real returns, what history teaches us about cycles of over-investment, and why disciplined investors must always ask: How are we actually going to get a return?

A grounded, historical lens on one of today’s most hyped sectors.

Watch the full conversation here: https://t.co/97bQE2MyCz

[Prime Quadrant @PrimeQuadrant]

Mo Lidsky recently joined Justin Donald on *The Lifestyle Investor* to unpack one of the most persistent challenges in wealth management: understanding whether the guidance you receive is truly unbiased.

They explore how incentives shape the industry, why so much “advice” is really product placement, and what it takes to give families institutional-quality access without the conflicts that often cloud decision-making. The conversation also dives into how clarity of purpose—not products—should drive any meaningful financial strategy.

If transparency and alignment matter to you, this discussion is well worth the listen.

🎧 Catch the full episode on *The Lifestyle Investor* with Justin Donald: https://t.co/NhkrFWPz5J

[Prime Quadrant @PrimeQuadrant]

Crisis, Capitalism & the Future of Financial Systems — Dr. Roger Ferguson at the 2025 Prime Quadrant Conference

What does it take to lead through one of the most defining moments in modern economic history?

At this year’s Prime Quadrant Conference, Dr. Roger Ferguson offered a rare look into his path to the Federal Reserve, the lessons he carried from 9/11 crisis management, and the increasing fragility of today’s interconnected financial systems.

He explored the nuances of Fed independence, the real limits of central banking, and why family offices must balance risk-taking with capital preservation to sustain wealth across generations. Roger also highlighted how capitalism can be a force for solving societal challenges — from healthcare innovation to modernizing military capabilities.

A masterclass in leadership, resilience, and long-term thinking.

Watch the full keynote: https://t.co/5oweBf9QKI

[Prime Quadrant @PrimeQuadrant]

Navigating the Risks of Private Equity with Hartley Rogers.

Private equity can create extraordinary outcomes — but it’s far from risk-free.

In his session at this year’s Prime Quadrant Conference, Hartley Rogers offered a clear-eyed look at the realities behind the asset class, noting that roughly a quarter of all private equity deals lose money — and half of those result in a total loss. His message was simple: concentration amplifies risk, but collaboration can reduce it.

Rogers unpacked why investors benefit from broad exposure, the power of co-investing with seasoned partners, and how strategic relationships create the market insight necessary to separate signal from noise.

A timely reminder that the right partners — and the right portfolio construction — matter.

Watch the full keynote: https://t.co/aljZQBX41Y

[Prime Quadrant @PrimeQuadrant]

From Mailroom to Mogul: Michael Ovitz at the 2025 Prime Quadrant Conference

What does it take to shape an entire industry, then reinvent yourself again?

At this year’s Prime Quadrant Conference, Michael Ovitz shared an unfiltered look at his path from the mailroom to one of the most influential figures in entertainment, and how that journey informed his move into technology, startups, and investing.

From the strategic use of positional power to the importance of spotting exceptional talent early, Michael unpacked the principles that have guided him through multiple eras of change. He also explored how technology is reshaping capitalism, why market share still matters, and how philanthropy plays a meaningful role in modern leadership.

A standout session from a standout career.

Watch the full keynote: https://t.co/hFsCtOhSDG

[Prime Quadrant @PrimeQuadrant]

In our latest episode of Prime Talks, @LizAnnSonders, Chief Investment Strategist at @charlesschwab, dives into the psychology behind investing, market cycles, and the risks investors often overlook.

Learn how emotional risk tolerance shapes decisions, why geopolitical shifts matter for your portfolio, and what AI disruption could mean for the future of investing.

Whether you’re an UHNW investor, part of a family office, or just looking to understand smarter investment strategies, this episode is packed with timeless insights.

Watch now: https://t.co/K6Jj5alxij

#Investing #MarketPsychology #AI #RiskManagement #FamilyOffices #WealthStrategy

[Prime Quadrant @PrimeQuadrant]

We are excited to announce a new direct investment through the Prime Quadrant Partners program. Prime Quadrant Partners co-invested alongside 26North Partners and other investment partners in the acquisition of AVI-SPL, a global leader in the provision of digital workplace and collaboration technology solutions.

AVI-SPL specializes in unified communications, audio-visual, and experiential technology, delivering scalable, user-friendly solutions that support hybrid work environments and global collaboration. Serving over 86% of the Fortune 100 and having completed more than 120,000 projects across 100+ countries, AVI-SPL’s contribution to the modern workplace is invaluable, driving digital transformation, enhancing productivity, and empowering organizations to communicate and collaborate seamlessly on a global scale.

This marks our second partnership with 26North Partners, following our investment in ArchKey Solutions, and we are thrilled to continue building on this relationship.

We would like to acknowledge and thank Josh Harris, Mark Weinberg, Jon Garcia, Evan Zemsky, Tyler Sipprelle, 26North Partners, AVI-SPL, and, of course, our Prime Quadrant Partners for their support in making this investment possible.

We are looking forward to the future of Prime Quadrant Partners and the continued growth of our outstanding partner network.

About Prime Quadrant Partners
Prime Quadrant Partners is a curated, invite-only direct and co-investment platform designed for ultra-affluent families and entrepreneurs seeking greater access, insight, and alignment in private markets. Built on Prime Quadrant’s 20+ years of deep relationships with exceptional general partners, the platform provides access to high-quality opportunities across private equity, real estate, venture capital, and infrastructure. For more information about Prime Quadrant Partners and our direct and co-investing program, please contact Chris G. Tsoromocos, Head of Prime Quadrant Partners.

About 26North Partners
26North Partners LP is an integrated, multi-asset class investment platform that provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, private equity, credit, and insurance and reinsurance solutions.The 26North team brings decades of experience managing third-party capital to help clients achieve their financial goals while leaving a lasting impact on the communities where they operate. Since launching in late 2022, 26North has grown to approximately $32 billion in assets under management.

[Prime Quadrant @PrimeQuadrant]

Prime Quadrant Partners Invests Alongside 8090 Industries in Armada – Pioneering the Future of Edge AI and Cloud Infrastructure

We’re excited to announce the completion of our direct investment in Armada, a next-generation platform strategically backed by SpaceX (Starlink) and Microsoft (Azure). Armada is redefining cloud and AI infrastructure for the world’s most demanding, remote, and operationally complex environments, serving industries such as energy, mining, logistics, and defence.

Armada’s full-stack platform combines Starlink satellite connectivity, high-performance edge computing, and AI-driven automation to deliver real-time data and operational intelligence where it’s needed most. The company has rapidly established a strong customer base, with deployments across leading organizations, including Saudi Aramco, Tampnet, the U.S. Navy, and U.S. Customs & Border Protection. Armada’s Commander Connect platform now manages thousands of Starlink terminals worldwide for over a hundred customers.

This investment was completed in partnership with 8090 Industries and a core group of strategic investors. We’re proud to support Armada’s mission to bridge the digital divide and enable real-time AI at the edge.

Special thanks to Kerem Ozmen, Rayyan Islam, Wes Mendenhall, 8090 Industries, Armada, and our Prime Quadrant Partners for their continued support in making this investment possible.

About Prime Quadrant Partners

Prime Quadrant Partners is a curated, invite-only direct and co-investment platform designed for ultra-affluent families and entrepreneurs seeking greater access, insight, and alignment in private markets. Built on Prime Quadrant’s 20+ years of deep relationships with exceptional general partners, the platform provides access to high-quality opportunities across private equity, real estate, venture capital, and infrastructure. For more information about Prime Quadrant Partners and our direct and co-investing program, please contact Chris G. Tsoromocos, Head of Prime Quadrant Partners.

About 8090 Industries

8090 Industries is a venture investor co‑founded by Kerem Ozmen and Rayyan Islam that partners with leading industrial stakeholders to invest in and accelerate category‑defining companies across industrial decarbonization, deep tech, and aerospace & defense. Their platform focuses on translating breakthrough technologies into at‑scale industrial solutions—spanning clean energy generation and storage, advanced manufacturing and materials, and critical infrastructure—by pairing founders with the capabilities and networks of incumbent industrial leaders. Learn more at 8090industries https://t.co/ptULYPagAy or follow them on Linkedin 8090 Industries.

[Prime Quadrant @PrimeQuadrant]

Yesterday was nothing short of inspiring. To all our guests—thank you. Your enthusiasm, curiosity, and open hearts created an atmosphere of connection and possibility. You showed up not only to learn from an incredible lineup of speakers, but also to support a cause that touches lives in the most meaningful way.

The Prime Quadrant Foundation continues to make a profound impact in the lives of children, and we are deeply grateful for the work of our partners at Holland Bloorview Foundation and SickKids. A special thank you to Sandra and Jennifer, whose leadership and dedication—alongside their amazing teams—were on full display. The stories, the work, the hope… it was all so moving.

We are humbled that our extraordinary speakers show up for us—on their own time, at their own expense—to support our cause and honour the families we serve. Their generosity and belief in our mission is a gift we do not take for granted.

To our sponsors: your thoughtful partnership powers this event. We are honored to walk alongside such trusted allies who believe in both excellence and purpose.

And finally, to the Prime Quadrant team—you carry this event on your shoulders with so much love and care. Your tireless effort, attention to detail, and unwavering commitment make this conference what it is. We can’t thank you enough.

Here’s to community, impact, and the joy of coming together for something bigger than ourselves. 💙

Effie Epstein
Ashton Kutcher
Rick Reider
Hartley Rogers
Roger Ferguson
Josh Harris
Chelsea Clinton
Michael Ovitz
Al Gore
Russell Napier
Lilli Marmurek

#PrimeQuadrantConference #Gratitude #Impact #ChildrensHealth #HollandBloorview #SickKids #PrimeQuadrantFoundation #ThankYou

[Prime Quadrant @PrimeQuadrant]

Prime Process Founder Sylvia Solit is speaking at this year’s Future Investment Institute Conference in Riyadh, where she’s tackling one of the most pressing paradoxes shaping the 2025 investment landscape:
Why are public markets becoming structurally hostile to growth, while private markets are nurturing the very disruptors public incumbents need to survive?

As public megadeals fade into history—challenged by expensive capital and regulatory scrutiny—Sylvia explores the emergence of novel, hybrid deal structures that today’s most creative dealmakers are using to reclaim the power to build.

Backed by insights from Oliver Wyman, she’s unpacking why:
• 59% of CEOs are focused on industry consolidation, while
• Only 6% are pursuing cross-sector innovation.

Is the transformative public deal a relic of the past? Or are we on the cusp of a new era in capital formation?

Following the conference in Riyadh we will share more insights from Sylvia to bring clarity to this complex shift—and help chart a path forward for investors, founders, and strategists alike.

@BillAckman
#PrimeQuadrant
#PrimeProcess #FutureInvestmentInstitute #PrivateMarkets #PublicMarkets #DealMaking #CapitalMarkets #SylviaSolit #Riyadh2025 #InvestmentStrategy #InnovationInFinance

[Prime Quadrant @PrimeQuadrant]

We’re thrilled to announce a new real estate investment through Prime Quadrant Partners, our direct investing platform for ultra-affluent families and entrepreneurs.

In collaboration with Dalfen Industrial and an affiliate of Starwood Capital Group, we’ve co-invested in the acquisition of 38 prime infill logistics assets across Dallas, Atlanta, Nashville, and Austin—totaling 5 million square feet of strategically located, last-mile industrial facilities powering the growing e-commerce and logistics economy.

A heartfelt thank you to our partners and families for their continued trust and support as we expand access to institutional-grade opportunities across private markets.

Read More: https://t.co/3WGNTG5Hk8

#PrimeQuadrantPartners #DalfenIndustrial #StarwoodCapitalGroup #DirectInvesting #RealEstateInvestment #PrivateMarkets #FamilyOffice #AlternativeInvestments #LogisticsRealEstate

[Prime Quadrant @PrimeQuadrant]

We’re counting down the days to the 13th annual Prime Quadrant Conference next week!
This event brings together over 400 UHNW families and family offices for a full day of learning, networking, and thought leadership, all in support of pediatric mental health.

Expect insightful sessions, dynamic discussions, and unparalleled opportunities to connect with peers and industry leaders. Our lineup of world-class speakers will share their expertise on topics that matter most to affluent families and family offices today, such as innovation, wealth management, and the future of investing.

A heartfelt thank you to our incredible speakers for lending their voices and insights to make this day truly impactful. Your contributions help drive meaningful change for an important cause.

Effie Epstein
Ashton Kutcher
Rick Rieder
Hartley Rogers
Roger Ferguson
Josh Harris
Chelsea Clinton
Al Gore
Russell Napier
Sylvia Solit
Lilli Marmurek

We can’t wait to welcome you for what promises to be an unforgettable experience filled with knowledge, collaboration, and inspiration.

To learn more about the Prime Quadrant Conference:
https://t.co/MTFRHsqQgH

[Prime Quadrant @PrimeQuadrant]

In our latest Prime Talks episode Mo and Sylvia have a candid conversation with Lawrence H. Summers.

Lawrence reflects on the forces shaping markets, the future of artificial intelligence, and the enduring importance of purpose in work and life.

This episode offers a nuanced perspective on navigating uncertainty, embracing innovation, and leading with intention. Watch now to gain insights that challenge conventional thinking and inspire meaningful action.

Watch now:
https://t.co/6232ibqt0f

#PrimeQuadrant #PrimeTalks #Leadership #Investing #AI"

[Prime Quadrant @PrimeQuadrant]

We’re excited to unveil the new Prime Quadrant Foundation website.

With a refreshed look and a renewed commitment, we are proud to support a growing movement.

We’re also thrilled to welcome Rebecca Nicholson as our new Foundation Director and Wellness Advisor. Her leadership marks an exciting new chapter in our mission to support families in amplifying their social capital and driving meaningful impact.

At the Prime Quadrant Foundation, we believe that generosity has the power to transform lives. Through bold, high-impact initiatives, we are advancing mental health, wellbeing, and overall quality of life. Not just for individuals, but for entire communities.

The launch also introduces the ChangeMakers Club, a purpose-driven network of leaders who believe that personal transformation is the catalyst for global change.

Together, we are building a cyclical approach where feeling better leads to doing better, and doing better helps others heal too.

🌐 Explore the new site: https://t.co/X5enVD4S5G

[Prime Quadrant @PrimeQuadrant]

🎤 Effie Epstein
Managing Partner, @Sound_Ventures_

A powerhouse in venture capital, Effie Epstein has helped scale Sound Ventures into a billion-dollar platform alongside Ashton Kutcher and Guy Oseary. Her multidisciplinary approach to investing and leadership is reshaping how capital meets innovation.

Attendees will gain a front-row seat to her perspective on AI, emerging tech, and building resilient investment platforms.

The Prime Quadrant Conference is accessible to UHNW investors by invitation only.
Request your invitation now: https://t.co/OTBHwNVD7J