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When:
June 10, 2026 11 AM - 1:30 PM CDT
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Arts District Mansion
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Join ACG DFW for our annual Family Office Panel Luncheon, bringing together peers and industry leaders for insightful discussion, meaningful connections, and valuable networking opportunities.
Capital & Collaboration: The Evolving Private Equity–Family Office Partnership
This panel will bring together leading private equity investors and family office principals to explore the evolving dynamics shaping private/direct investing in 2026. Panelists will discuss today’s investment environment, recent trends in various sectors, and how sponsors and family offices are structuring successful partnerships to access differentiated opportunities. Attendees will gain valuable perspectives on the future of private markets, relationship-driven investing, and the continued growth of the North Texas deal ecosystem.
Pricing:
Members: $95
Nonmembers: $135
A 3% payment processing fee will be added to credit and debit card transactions. This fee covers non-refundable costs charged by our payment processor and does not represent surplus for ACG.
Thank you to our sponsors:
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Hosted by: ACG
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Dallas/Fort Worth
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Moderator:
Nate Christensen - Weil, Gotshal & Manges
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Nate is a partner in Weil’s Private Equity practice. He advises private equity sponsors and their portfolio companies, family offices and other private capital investors, as well as public and private companies, in acquisitions and dispositions, partnerships and joint ventures, equity fundraising, venture capital, direct investments and complex commercial transactions. His experience spans multiple industries, including energy (conventional, renewables, power infrastructure and energy transition), real estate, professional sports, financial services, professional services and consumer goods. Originally from Seattle, Nate has called Dallas home since 2002, and engages in the Dallas community through leadership and service roles.
Panelists:
Jon Bassett - NextGen Venture Partners
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Jon is a Partner at NextGen Venture Partners, which was acquired by Brown Advisory in 2018. He leads investing for the Venture Capital fund, with a focus on early-stage technology investments. Prior to joining the firm, Jon was a Principal at Silverton Partners, where he led deal sourcing and due diligence efforts. Earlier in his career, he worked at Draper Fisher Jurvetson and served as an Instructor at the USC Marshall School of Business.
Kyle Berger - Kompass Kapital
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Kyle Berger Director of Investments at Kompass Kapital. With an entrepreneurial mindset, he looks to create value through relationships and strategic capital. Kyle has worked with operating businesses across a variety of sectors from infancy to maturity. Combining his operational experience with financial analytics has helped him develop unique investment theses. Kyle earned his undergraduate degree in finance at the University of Arkansas and completed his MBA at Southern Methodist University.
Mark Plunkett - Hilltop Opportunity Partners
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Mark Plunkett is a Hilltop Holdings Executive Vice President and Managing Partner of Hilltop Opportunity Partners, a direct investment platform designed to deploy a portion of Hilltop’s excess balance‑sheet capital into lower middle‑market companies via bespoke capital solutions. Mark is an experienced direct investor focused on sourcing proprietary opportunities, and prior to joining Hilltop in 2017, co-founded and ran Hilliard Street Capital, a Blackstone and Bridger seeded investment management firm.
