A candid, high-conviction debate on artificial intelligence valuations, infrastructure CapEx cycles, and enterprise monetisation reality. Family offices are actively allocating to AI, but is the market overheating, or are we witnessing the foundational build-out of a multi-decade technological supercycle?
Discussion Themes
Infrastructure build-out versus software applications: Analysing where sustainable cash flows and defensible margins reside
Hyperscaler capital expenditure trajectories, silicon demand cycles, and emerging physical energy constraints
Examining valuation multiples, down-round indicators, and the potential triggers of a market recalibration
Disciplined allocation strategies for multi-generational wealth: Separating speculative hype from enduring secular value
Who Should Join
Technology-focused single and multi-family office principals
Next-Gen stewards, venture capital general partners, and growth equity leaders
Chief Investment Officers assessing private tech exposure and public tech weightings
Serial entrepreneurs and strategic investors in artificial intelligence infrastructure
Discussion Leaders
Sunil Garg
Managing Director, Chief Investment Officer
Lighthouse Canton
United Arab Emirates