The Valuation Re-Frame: From Consumer Diet Drug to Sovereign Infrastructure Behind closed doors in institutional roundtables and private family office briefings, a fundamental valuation shift has occurred. The early narrative—dominated by direct-to-consumer weight-loss telehealth, consumer hype, and simple scale metrics—has run its course. Institutional allocators are now evaluating incretin receptor agonists through a far more rigorous lens: multi-systemic geroprotective pl

THE HORIZONS Dispatch | Oct - Nov 06 Mapping the future of healthspan capital, brainspan innovation, and luxury infrastructure across Europe, Asia, the Middle East, and beyond.

Direct macro intelligence synthesized from main-stage keynotes and private allocator dialogues at the seventh Longevity Investors Conference in Gstaad. What Top Allocators at the Longevity Investors Conference Are Quietly Rotating Out Of—and the Sovereign Infrastructure Replacing It.

The field has moved fast. Not long ago longevity was treated as a curiosity; now Longevity's a real investment category, on track to reach $67B by 2035. That shift is the thing worth paying attention to. The good companies aren't selling immortality. They're going after healthspan, treating aging as a root cause, and measuring themselves against clinical results.

Stéphane Molère is the founder and president of Private Equity Valley, a private investment and wealth structuring platform within the Éthique & Patrimoine group. Longevity is not about living longer—it is about protecting judgment, capital, and legacy over time. Stéphane Molère explains why. To Win Long Term, First Avoid Losing On Longevity, Risk, and Capital.

L Catterton, the private equity fund backed by LVMH and Groupe Arnault, has invested up to US$5 million in WTHN, the New York-based brand that modernises Traditional Chinese Medicine (TCM) through a clean, design-led luxury model.