Bio Capital LP Forum Agenda

Overview

A grounded case for biotech, in one room

The BioCapital LP Forum, co-hosted by Locust Walk, HSBC Innovation Banking, Arnold & Porter, is an invite-only, one-day gathering of family offices and institutional LPs on Thursday, October 8, 2026, at the MassBioHub in Cambridge, Ma. The Forum will bring together senior decision-makers shaping biotech capital for a grounded look at where opportunity exists across the ecosystem, from funds and direct investments to NewCo formation, and the relationships that make these opportunities investable.

As capital crowds into technology and AI, many life-science companies trade at valuations that ignore the pace of the science, and the Forum makes the case for why now: biopharma M&A just hit a record ~$80B in a single quarter, even as dozens of biotechs still trade below cash. Strategic demand is real, and the entry point is attractive.

On the agenda

A day built around education and access

A single day built around education, marquee voices, and high-quality networking: a market-setting keynote
followed by panels on direct vs. fund investing, NewCo formation, the AI-vs.-biotech debate, and how to
begin investing in the space, closing with a networking reception.

8:30 – 9:00 AM

Registration

Registration & Breakfast

Arrivals, badges, and informal networking over breakfast.

9:00 – 9:30 AM

Opening

Welcome & Opening Remarks

Framing the day’s purpose, the state of biotech investing, the case for biotech as an asset class, and the U.S. private-venture market context.

Geoff Meyerson

Locust Walk & Banyan BioInnovations

9:30 – 10:30 AM

Panel 1

Direct Investing vs. Fund Investing

Trade-offs of going direct versus committing to funds; portfolio construction for LPs and family offices; reconciling fees against access and adverse selection.

Moderator

Alex Suriano

HSBC Private Bank

Mey Boukenna

PagsGroup

David Daglio

Longnook Ventures

Jeffrey Heisler

TwinFocus Capital Partners

10:30 – 11:00 AM

Break

Networking Break - Meet our Expert Speakers

Put your questions to the panelists directly, continue the on-stage discussion over coffee, and connect with fellow family offices and LPs in the room.

11:00 AM – 12:00 PM

Panel 2

Ground Floor: How NewCos Get Built and Financed

How new companies get built and financed, and where family offices and LPs can participate.

Moderator

Gary Schall

Arnold & Porter

Tess Cameron

RA Capital Management

Geoff Meyerson

Locust Walk & Banyan BioInnovations

12:00 PM – 12:45 PM

Lunch

Lunch & Networking

Open networking over lunch.

12:45 – 1:30 PM

Keynote

Keynote: Andrew Lo of MIT Sloan School of Management

His TechTransferase model for financing and investing in biotech, and what it means for family offices and LPs.

Andrew Lo

MIT Sloan School of Management

1:30 – 2:30 PM

Panel 3

The AI vs. Biotech Debate

Where AI is genuinely reshaping drug development versus where hype outpaces reality; how investing in non-life-science AI competes with life-science investing; how investors best use AI to source, diligence, and decide.

Moderator

Steve Tregay

Mission BioCapital

Errik Anderson

Alloy Therapeutics & 82VS

Dan Fero

OMX Ventures

Omar Khalil

Santé Ventures

2:30 – 2:50 PM

Break

Networking Break - Meet our Expert Speakers

Put your questions to the panelists directly, continue the on-stage discussion over coffee, and connect with fellow family offices and LPs in the room.

2:50 – 3:50 PM

Panel 4