✦ The Ojai Outpost

Dispatches
from the
New Frontier.

BFA Annual Investor Conference 2026.

Dates 7 — 11 September 2026

Location Ojai Valley Inn · El Segundo · Palos Verdes

An invitation

Five Days at the Next Frontier of US Private Markets.

Each year, BFA hand picks a small circle of investors, founders, and managers to spend time with the companies and capital allocators shaping the modern economy — from the infrastructure and application of artificial intelligence, to new frontiers in space and defense and the opportunity in healthcare.

What to expect

Direct conversations between asset allocators and leading investment managers and founders. Insight from sector specialists in closed-door panels and breakouts. More conversation and less presentation. Time to consider new frontiers at the edge of the old frontier.

Speakers

Who you will hear from.

The line-up is built one relationship at a time. Below, the managers and operators already confirmed for the 2026 programme — and the slots still being finalised.

Confirmed GPs.

21 confirmed

Alex Niehenke Partner Scale LinkedIn

Arash Rebek Partner, Head of Capital Formation and LP Relations Layer Global LinkedIn

Ben Savage Partner Clocktower Technology Ventures LinkedIn

Cameron Borumand General Partner FUSE LinkedIn

Charlie Flanagan Chief AI Officer Balyasny Asset Management LinkedIn

Craig Piggott CEO Halter LinkedIn

Dugal Bain-Kim CEO & Co-Founder Lifeforce LinkedIn

Dylan Whitmore Head of Finance & Operations TextQL LinkedIn

Eliot Cowan Founder & CRO Autoscience LinkedIn

Ethan Ding Co-Founder & CEO TextQL LinkedIn

Jeff Morris General Partner Chapter 1 LinkedIn

Jeffrey Low Partner Averin LinkedIn

Jen Kha Head of Global Partnerships Andreessen Horowitz LinkedIn

Jeremy Suard Co-Founder & CEO Exodigo LinkedIn

Kristin Spohn Managing Partner BAM Corner Point LinkedIn

Molly Fowler General Partner Dorm Room Fund LinkedIn

Rashmi Gopinath Managing Partner BAM Corner Point LinkedIn

Spencer Samuels Director Balyasny Asset Management LinkedIn

Sunil Nagaraj Managing Partner Ubiquity Ventures LinkedIn

Venky Ganesan Partner Menlo Ventures LinkedIn

Willem van den Bosch Principal Triatomic Capital LinkedIn

Confirming their slots.

Names released as they are confirmed

Jamie Gull Partner Wave Function Ventures LinkedIn

Programme

The Ojai Outpost Agenda.

Monday07 Sept · Day One

10:00am — 5:00pm

Welcome Saloon Shop · Garden Room

5:30pm

Welcome Reception · Artist Cottage Lawn

6:30pm

Welcome Dinner · Artist Cottage Lawn

Ojai Valley Inn

Tuesday08 Sept · Day Two

Main TrackAnacapa 4/5

Breakout 1Anacapa 1/2/3

Breakout 2Anacapa 6/7/8

8:00am

Breakfast · Anacapa Terrace

8:45am

Welcome to the New Frontier

Jonathan Belz, Co-Founder & Global CEO, BFA Global Investors · Gavin Ezekowitz, Co-Founder & CIO, BFA Global Investors

Main Track

9:00am

Early Investments in the New Frontier · Finding product market in fast moving technology markets

Jeff Morris, General Partner, Chapter 1 · Sunil Nagaraj, Managing Partner, Ubiquity Ventures

Main Track

9:45am

Corralling the Future: Halter Case Study

Craig Piggott, CEO, Halter · Sunil Nagaraj, Managing Partner, Ubiquity Ventures

Main Track

10:30am

The Power of the Ecosystem

Arash Rebek, Partner, Head of Capital Formation and LP Relations, Layer Global · Cameron Borumand, General Partner, Fuse

Main Track

11:15am

The Next Frontier of Compute

Rashmi Gopinath, Managing Partner, BAM Corner Point · Willem van den Bosch, Principal, Triatomic Capital

Main Track

12:00pm

Lunch · Orchard Pergola

2:30pm

Layer Global

Roundtable

2:30pm

Dorm Room Fund

Roundtable

3:10pm

Ubiquity Ventures

Roundtable

3:10pm

Chapter 1

Roundtable

3:50pm

BAM Corner Point

Roundtable

3:50pm

Triatomic Capital

Roundtable

6:00pm

Campfire Drinks · The Farmhouse

6:30pm

Smokehouse Dinner · The Farmhouse

Ojai Valley Inn

Wednesday09 Sept · Day Three

Main TrackAnacapa 4/5

Breakout 1Anacapa 1/2/3

Breakout 2Anacapa 6/7/8

7:00am

Morning Social · Choice of Golf, Tennis, Yoga, or Hiking

Golf — 7:00am, 7:10am & 7:20am tee off

Tennis — 7:00am, open play or clinic

Guided Hike — 7:15am departure

Yoga — 9:00am

10:30am

Perspectives On How Venture Is Evolving

Jen Kha, Head of Global Partnerships, Andreessen Horowitz

Main Track

11:15am

The Future of Healthcare

Kristin Spohn, Managing Partner, BAM Corner Point · Jeffrey Low, Partner, Averin

Main Track

12:00pm

Early Investments in the New Frontier: Going All In on AI

Venky Ganesan, Partner, Menlo Ventures

Main Track

12:45pm

Lunch · Anacapa Terrace

2:15pm

Venture Decision Making

Alex Niehenke, Partner, Scale Venture Partners · Ben Savage, Partner, Clocktower Technology Ventures · Molly Fowler, General Partner, DormRoomFund

Main Track

3:00pm

Averin

Roundtable

3:00pm

Clocktower Technology Ventures

Roundtable

3:40pm

Scale Venture Partners

Roundtable

3:40pm

BAM Corner Point

Roundtable

4:10pm

Roundtable

4:10pm

Roundtable

6:15pm

Ojai Local Feed · The Dutchess (Off Property)

Ojai Valley Inn

Thursday10 Sept · Day Four

From 7:00am

Grab-and-go Breakfast · Anacapa Terrace

8:00am

Depart Ojai Valley Inn

10:30am

Site Visit: Mach Industries

Mach is a US defence manufacturer building autonomous, runway-independent systems — including vertical-takeoff drone-missiles, glide munitions, and counter-drone defence platforms — through its vertically integrated in-house manufacturing network. Founded in 2023 and backed by investors including Sequoia Capital, Khosla Ventures, and Bedrock Capital, the company has scaled quickly and is now valued at close to $2 billion.

*Advanced security clearance required — please see instructions in your inbox.

11:45am

Lunch · In-N-Out Burger

1:00pm

Company Visit 2

3:00pm

Arrival & Check In · Terranea Resort

4:00pm

Harnessing the Power of Physical AI · Crystal Cove

Jeremy Suard, Co-Founder & CEO, Exodigo

5:00pm

Roundtable with Companies · Crystal Cove

6:00pm

Dinner · Cove Terrace & Lawn

Ojai Valley Inn & Terranea Resort

Friday11 Sept · Day Five

8:00am

Breakfast · Cove Terrace & Lawn

8:30am

Breakfast Roundtable · Crystal Cove

Dugal Bain-Kim, CEO & Co-Founder, Lifeforce · Dr. Renae Jacob, MD, MPH, Associate Medical Director, Lifeforce

9:30am

Panel · Crystal Cove

10:20am

Panel Two · Crystal Cove

11:10am

Panel Three · Crystal Cove

12:30pm

Closing Lunch · Cove Terrace & Lawn

Jonathan Belz, Co-Founder & Global CEO, BFA Global Investors · Gavin Ezekowitz, Co-Founder & CIO, BFA Global Investors

2:30pm

Afternoon Social · Choice of Golf, Pickleball, Hiking, Yoga

Pickleball — 2:15pm pick up

Guided Hike — 2:30pm

Yoga — 2:30pm

Golf — 2:36pm & 2:48pm tee off

5:00pm

End of Programme

Terranea Resort

*Topics, presenters, and final line-up to be confirmed. Final agenda subject to change.

Locations

Three locations. One conversation.

Ojai Valley Inn

The opening days unfold in the hills above Ojai — quiet enough for the conversations that matter, close enough for easy access from Los Angeles or San Francisco.

El Segundo

A working day among the companies redefining defence, space, and frontier infrastructure — on the floors where they are being built.

Palos Verdes

The programme closes on the Pacific bluffs — morning social, final panel, a long lunch, and closing drinks.

From the trail

Previous BFA US Conferences.

Each conference has gathered the people building, funding, and allocating to the companies redefining the modern economy. A look back at where we have been.

2023

The inaugural tour, bringing investors to the heart of private markets.

2024

Continued knowledge exchange with the world's leading funds and operators.

2025

Expanded horizons, deeper conversations, more seats at the table.

Featured at previous conferences.

Selected companies & managers

Investments on the back of previous conferences.

Companies BFA has invested in since 2023

In their words

I've attended my share of conferences. What stuck out about this one was the conversations between sessions, with founders and managers we simply couldn't reach on our own. I left with a far clearer picture of why these are the companies and managers BFA continues to back.

— Sydney-based Family Office · Attended 2025 Conference