Attention: This is a site-wide announcement.
April 29, 2025

2025 Annual LP Meeting

Farmer & The Seahorse
10996 Torreyana Rd
San Diego, CA 92121
RSVP
by April 8th
Annual Meeting
San Diego
2025 Annual LP Meeting
10:00 AM – 3:00 PM
April 29, 2025

Agenda

9:30 AM
Guest Check-In
10:00 AM -11:00 AM
Opening Keynote: 
Jim Brailean, Scott Neuberger, and Antolin Garza
Jim, Scott, and Antolin will recap 2024 investments, review recent exits in CoreWeave, Moveworks, and the partial realization of the Databricks investment. They will also discuss the current macro environment and how it affects Karmel's investments and strategy. Finally, they will present the top 3 investment themes for 2025 and the thesis behind each one.
11:00 AM -11:30 AM
Fund III Update
We will review existing portfolio companies, fund performance, and plans for 2025 for Fund III.
11:45 PM - 12:15 PM
Richard Weaver, Senior National Director, Bernstein Wealth Management
Richard is a financial services professional with extensive experience in advising clients on managing concentrated stock positions. Richard will present his "playbook" for advising clients on managing concentrated stock positions like many of us have in Rubrik and CoreWeave.
12:15 PM - 1:00 PM
Lunch & Networking
1:00 PM - 2:00 PM
Afternoon Keynote:
Chris Moon, Managing Director, Credit DigitalBridge
Chris brings over 25 years of expertise in the Communications and Technology sectors, with a specialized focus on digital infrastructure investments. With more than 20 years of that time has been dedicated to sourcing and executing transactions in this space, Chris has played a pivotal role in advancing cutting-edge projects across the Americas and Europe. His portfolio includes transformative investments in AI infrastructure, particularly in data centers and neo-hyperscalers like CoreWeave, which are reshaping the future of computing.
2:00 PM - 3:00 PM
AI Investment Opportunity
Antolin will dive further into why we see the private market for AI infrastructure expanding as businesses adopt AI across industries, driving demand for high-performance computing, scalable cloud platforms, and specialized hardware/software.
6:00 PM 
6:40 PM (First Pitch) 
Join us in a Suite at Petco Park for:

San Francisco Giants vs San Diego Padres

Joining us?

RSVP
RSVP by April 8th
Attendance Requirements
Karmel Capital’s annual meeting is only open to existing investors in a Karmel managed funds and individuals with whom Karmel has a preexisting and substantial business relationship. Registration is not open to the public or to persons with whom Karmel does not have an established relationship. Do not register if you do not qualify under this provision.  If you have questions on attendance qualification, please contact us.
No Securities Offerings
Karmel Capital is not currently soliciting investors or marketing a new fund.  Nothing presented at the annual meeting or on this page should be construed or interpreted as an offer to buy  or sell securities or make an investment. Nothing that is said at or in relation to the annual meeting should be construed as an advertisement or solicitation for any fund or investment vehicle.
No Investment Advice
Karmel Capital does not provide individual investment advice or management services.  Nothing that is presented at the annual meeting or in relation thereto or any related public posting is intended to be investment advice and no opinion or conclusion should be drawn from any references to any company names, logos, prior or existing investments, or similar ideas.