The Long Angle 2024 Annual Retreat

What is the Long Angle Annual Retreat?

The Long Angle retreat is an annual, exclusive event where members can gather in-person to share ideas, collaborate, and learn from a variety of programming. The event features keynote speakers, fireside chats, panels, networking opportunities, and social activities.

Over 150 members from 10 countries attended the 2024 retreat.  “It was incredible to see members gather from all over the world,” said Long Angle Managing Director Sriram Gollapalli.  “They forged new connections and discussed topics ranging from raising children with wealth and caring for aging parents to best practices in trust and estates and asset allocation, all in a candid, solicitation-free environment.”

Speakers and Programming

Notable speakers included:

• Morgan Housel, bestselling author of The Psychology of Money
• Seth Moulton, U.S. representative for Masschusett’s 6th congressional district
• Erica Gaston, head of the Conflict Prevention and Sustaining Peace Programme at United Nations University Centre for Policy Research
• Al Mueller, founder and CEO of Excellence in Giving
• Chris Hutchins, host of All the Hacks podcast
• Managing Directors from leading Private Equity, Private Credit, Venture Capital, and Real Estate funds

Breakout sessions covered topics such as:

• VHNW Tax Strategies
• Finding Meaning Post-Exit
• Search Funds
• Creating a Family Office
• Raising Children with Wealth
• Real Estate Secondaries
• Crypto
• Private Credit
• Estate Planning
• Private Equity
• Philanthropy
• Venture Capital

Social activities included cocktail hour, hiking, yoga, golf, river float, poker, speed networking, and guided meditation.

"The investment program at the inaugural Long Angle Retreat exceeded expectations,” said Long Angle Managing Director Matt Shechtman.  “Attracting principals from some of the world's top managers, like Blue Owl and Golub Capital, gave almost 200 Long Angle members the ability to interact directly with the teams that put their investment dollars to work, while also educating members across private equity, venture capital, secondaries, real estate, and search funds. Our sponsor partners were equally impressed with the depth of Long Angle member experience and sophistication and are looking forward to joining again in 2025!"

Get Ready for the 2025 Retreat!

We are excited for the 2025 Annual Retreat! It will be held from Sep 28 to October 1 in Sonoma, California, at the beautiful Fairmont Mission Inn & Spa. Attendance is capped to ensure an intimate experience, and tickets are available on a first-come, first-served basis. A ticket includes lodging, meals and refreshments, and events. Stay tuned for speaker and programming announcements!

The annual retreat is limited to Long Angle members. This vibrant community offers high-net-worth individuals a chance to connect with like-minded people, share wisdom, and take advantage of opportunities such as exclusive events and curated investments. Apply today to join our community.