

The Venture Estate Protection - A Private Investor Lunch & Learn
The best venture deals are being done right now. The question is how you’re positioned to participate — and what happens when they win.
Investing in MedTech is no longer just for institutional players. But access to quality deal flow is only half the equation. The investors who come out ahead aren’t just the ones who pick winners — they’re the ones who structured the win correctly from the start.
The Venture Estate Protection Strategy is built around that assumption. Using insurance as a financial tool, it’s designed to work regardless of outcome — but the real conversation is about the upside: how to take a winning position and extract it in the most tax-efficient, estate-smart way possible. The downside protection is the safety net. The upside optimization is the strategy.
This is a private, seats-limited conversation for investors who want both.
What Will Be Covered
Where MedTech venture capital is heading and what quality deal flow looks like right now
How to structure a venture position so a winning exit is captured as efficiently as possible
The tax and estate implications of insurance-integrated investment structures
Corporate-owned insurance and how it fits within an existing portfolio and holding company
Leveraged investing strategies and the role of private banking in a complete structure
Featured Speakers
Judyanna Yu Simcock · Managing Partner, One Six 8 Ventures
Judyanna will walk through the calibre of MedTech opportunities One Six 8 is actively deploying into, AI-driven diagnostics, surgical robotics, and remote patient monitoring. For investors in the room, this is a look at what’s available and where the sector is heading.
Carl Brodie, CFP · Chief Financial Planner, Stone Owl Family Office
Carl advises high-net-worth clients on corporate-owned insurance structures, working at the intersection of investment strategy and long-term wealth protection. His focus at this event will be on how insurance integrates with a winning venture position, not as a backup plan, but as a core part of how the wealth is held and transferred.
Event Details
📅 Wednesday, June 24, 2026
🕥 11:30 AM to 1:00 PM
📍 King & Bay · Location will be shared to approved attendees
🪑 Seating limited to 20 guests · Lunch provided
About The Hosts
One Six 8 Ventures
One Six 8 Ventures is a specialized venture capital fund dedicated to backing transformative, first-in-class MedTech innovations. Led by an experienced team of industry veterans, the fund focuses on high-impact sectors including AI-driven diagnostics, surgical robotics, and remote patient monitoring — shaping the future of medicine one breakthrough at a time. onesix8ventures.com
Stone Owl Family Office
Stone Owl specializes in tax-efficient wealth structures for business owners and investors. Working in a coordinated approach alongside a client’s accountant, lawyers, and financial planners, Stone Owl integrates corporate-owned insurance into a complete wealth plan — so nothing falls through the cracks between advisors. stoneowlfo.com