The Family Office Cross-Border Investment Forum
New York
Two days of curated conversations, private roundtables and relationship-led encounters, convened in New York. Attendance is invitation-only, and applications are personally reviewed by CBIC.
A Pivotal Moment for
Cross-Border Investment
A new phase of cross-border investment is emerging—shaped by the flow of capital into the United States as a centre for innovation and scale, and outward into high-growth markets across the UAE, wider GCC, Asia, Africa and other important global corridors.
The Forum will explore where private capital, technology and strategic priorities intersect, and how families, investors, institutions and business leaders are approaching international partnerships, market expansion and long-term growth.
Designed around trust, discretion and intent, the Forum creates the conditions for candid dialogue, the exchange of perspectives and the development of relationships across markets.
Themes Shaping the Dialogue
The Forum will bring together global perspectives across a focused set of investment, innovation and leadership themes.
Global Markets & Cross-Border Capital
Capital flows and investment priorities connecting the United States with the UAE, wider GCC, Asia, Africa and other international markets.
Family Office & Institutional Perspectives
Allocation priorities, governance, intergenerational capital, philanthropy and approaches to long-term strategic partnerships.
Private Markets & Real Assets
Private equity, venture capital, alternative credit, real estate, hospitality and other long-term capital strategies.
AI, FinTech & Digital Infrastructure
Artificial intelligence, financial technologies, digital assets, data infrastructure and technology-enabled healthcare.
Infrastructure, Energy & Strategic Industries
Critical infrastructure, resilient supply chains, energy systems, industrial co-development, defense, security, space and aerospace.
Enterprise, Leadership & Legacy
Entrepreneurship, impact, sports and entertainment, family enterprise leadership and the next generation.
These themes reflect the anticipated direction of the Forum. Detailed session titles, moderators and confirmed speakers will be released privately to approved participants as the Agenda develops.
Connect. Collaborate. Create.
The Forum reflects a simple but powerful belief: meaningful relationships begin with connection, deepen through collaboration and create value through trust and purposeful engagement.
Connect
Every meaningful relationship begins with a connection.
The Forum intentionally convenes family office principals, private investors, C-suite executives, institutional leaders, founders, and leaders from the worlds of sports and entertainment whose experience and perspectives contribute to meaningful dialogue and long-term relationships.
Collaborate
Relationships become valuable when ideas and perspectives are shared.
Through closed-door dialogue, participants exchange perspectives, explore common challenges and identify areas of strategic alignment across industries and international markets.
Create
Trust creates the confidence to build together.
When relationships develop through connection and collaboration, they can create value in many forms—from knowledge sharing and innovation to market entry, philanthropy, business growth, strategic partnerships and investment dialogue.
Full agenda, speakers and venue details are shared privately with approved guests once an application is confirmed.
A private conversation begins the review.
CBIC personally reviews every request. Submission does not confirm attendance. Approved guests receive a private, individually issued registration from the CBIC team.
All requests are handled in confidence. Please do not include sensitive personal or financial details.