PMI is a trusted community of thought leaders collaborating to optimize investment objectives.

Private Markets Insider (PMI) is about COMMUNITY, CONTENT & CONVERSATION

Community of valued investors and business owners committed to building valuable relationships;
Content targeting current issues requiring peer-to-peer consideration, including changing conditions in private markets, top-quartile investments in top-quartile funds, and impacts on society as a whole;
Conversation among relevant investors, fund managers, companies, and other key Insiders exploring solutions.

Past engagements have produced investments in the billions and significant philanthropic commitments.

Insider Advisory Committee:

Angela Rodell

Former Chief Executive Officer, Alaska Permanent Fund Corporation ($80 bn AUM)

Former Commissioner, Alaska Department of Revenue

Founder & Principal, Rodell Consulting

(Juneau, Alaska, USA)

Brett Hickey

Founder & CEO – Star Mountain Capital

Investment Banking Analyst – Citigroup / Salomon Smith Barney

Global Board of Harvard Alumni Entrepreneurs and YPO member

(New York, NY, USA)

Charles Millard

Director & CEO, United States Pension Benefit Guaranty Corporation ($100 bn in assets)

Managing Director and Head of Pension Relations, Citigroup Inc. (NYSE: C)

Pensions / public policy thought leadership at Yale University and in the media

(New York, NY, USA)

Dennis Duerst

Former President – 3M Investment Management Corporation ($40 Billion AUM retirement plan manager for 3M Company; NYSE – MMM)

Former Member of Investment Advisory Council – Minnesota State Board of Investment

Founding Board Member – Committee on the Investment of Employee Benefit Assets (CIEBA)

(St. Paul, MN, USA)

James R. Boyle

President & CEO, John Hancock ($870 bn AUMA U.S. subsidiary of Manulife Financial)

President & CEO, Foresters Financial ($12+ bn AUM)[JC1.1]

Senior Advisor, Blackstone Insurance Solutions

(Boston, MA, USA)

John Olert

30 years of financial services experience including Executive Vice President and Chief Risk Officer of Fitch Group, a global credit rating agency with over 3,000 employees

Former Chief Credit Officer, Chief Compliance Officer and Global Head of Structured Credit for Fitch Ratings

Former roles at leading firms including MetLife and Chase Manhattan Bank

(New York, NY, USA)

Dr. Josh Lerner

Jacob H. Schiff Professor, Harvard Business School

Managing Partner and Co-Founder, Bella Private Markets

Founder & Director, Private Capital Research Institute

(Boston, MA, USA)

Peter Freire

Corner CEO of the Institutional Limited Partners Association (ILPA)

Former Managing Director and Executive Committee Member, World Economic Forum (WEF)

(Washington, DC, USA)

Tom Tull

Former Chief Investment Officer – Employees Retirement System of Texas ($35 bn AUM)

Former Founding Partner – Gulfstream Global Investors (sold to WestLB in 2001)

Former council member – Financial Industry Regulatory Authority (FINRA)

U.S. Army Veteran who served in Korea and Vietnam

(Dallas, TX, USA)

William J. Kelly, CAIA

Former CEO, CAIA Association

Former CEO, Boston Partners ($107 bn AUM)

Independent Director and Audit Chair, Artisan Partners Funds

Founder and Managing Member, Educational Alpha, LLC

(Boston, MA, USA)

PMI Leadership:

Kevin McCaffrey

Managing Director

Former Director – Thomson Reuters, Buyouts Insider (built PartnerConnect, Insider Networking, related events/media brands)

Co-Founder & Director – Savor Your Senses

(New York, NY, USA)

PMI History

Private Markets Insider™ programming evolved out of PartnerConnect and related events built for Thomson Reuters in 2011. We have featured the world’s most recognized institutional investors along with influential family offices and other allocators operating under the radar as they play an increasingly important role in the ecosystem. Investors and managers in Private Equity, Private Credit, and related asset classes continue to engage in pre-screened meetings, topical investment discussions, and enlightening conversations around cultural and philanthropic elements.