Event Information:
Private Markets Insider (PMI) is excited to host this Alternative Investment & DealConnect Summit bringing together thought leaders to share insights and build valuable relationships via topical discussions and networking suited to Insiders focused on Private Markets deals & funds:
Institutional investors, family offices, fund managers, bankers, and business owners will be in attendance.
DealConnect Summit – Morning Agenda:
- 10:15 am to 10:45 am – Registration & Coffee Reception
- 10:45 am to 11:30 am – DealConnect Panel Discussion – “Deal Sourcing in the Lower Middle-Market”
- Moderator – David Kurzweil, Co-Chair Global Restructuring & Bankruptcy, Greenberg Traurig
- John McCarty, Managing Director, Star Mountain Capital
- Alex Mammen, Managing Partner, Heritage Growth Partners
- David Teszler, EVP Business Development, Asset Based Lending Group, Bank OZK
- Neale Fisher, Managing Director, Croft & Bender
- Jeff Getty, MD, Business & Transaction Advisory, Callan Family Office
- 11:30 am to 12:15 pm – Featured Keynote – “Swimming with the Sharks: Navigating Alternative Waters & Professional Sports Teams”
- Rashaun Williams, Venture Capitalist, Limited Partner, Atlanta Falcons, Guest Shark, ABC’s Shark Tank
- 12:15 pm to 1:45 pm – DealConnect Lunch & Networking
Alternative Investment Summit – Afternoon Agenda:
- 12:15 pm to 1:45 pm – LP-only Lunch & Roundtable Discussion
- Invite-only and sponsored by Star Mountain Capital
- 1:45 pm to 2:30 pm – Alternative Investment Panel on Private Credit – “Rise of Private Credit – LPs Assess the Next Phase in the Credit Cycle”
- Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital
- Case Fell, Partner, Third Lake Partners
- Peter Lipson, Managing Director, HarbourVest Partners
- Charles Balducci, Managing Director, Merrill Lynch Wealth Management
- 2:40 pm to 3:20 pm – Featured Fireside Chat – “Business Growth in Atlanta: A Tale of Investment, Collaboration & Technology”
- Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA
- Donald Beamer, Senior Tech Advisor, City of Atlanta
- Mohamed Balla, Chief Financial Officer, City of Atlanta
- 3:20 pm to 4:00 pm – Coffee & Networking Break
- 4:00 pm to 4:45 pm – Alternative Investment Panel Discussion on Private Equity – “Challenges & Opportunities for a Changing Private Equity Environment”
- Moderator – James Challen, CEO, LCG Associates
- Chris Dardaman, Managing Director, Altera Investments
- Joe LaTurner, Founder & Principal, KJLK & Co.
- Christopher Genovese, Managing Director, Portfolio Advisors
- Marek Olszewski, Co-Founder & Managing Partner, Catalus Capital
- 4:45 pm to 5:30 pm – Alternative Investment Panel Discussion on Secondaries – “Secondaries Reach New Heights in Private Equity & Credit”
- Moderator – Catherine Abely, Principal, Alternatives, Mercer
- Ravi Ugale, Managing Director, Star Mountain Capital
- Tom Tull, Former Chief Investment Officer, Employees Retirement System of Texas
- Douglas Poetzsch, Director, IEQ Capital
- 5:30 pm to 6:30 pm – Cocktails, Hors D’oeuvres & Special Guest Performance
- “Savor Your Senses” musical tasting experience
Ticket Pricing:
- Investors are entitled to a complimentary pass
- Institutional and private wealth LPs may apply
- Please register and share your investment focus
- Asset managers, bankers, and service providers may consider appropriate segments
- $400 – DealConnect Pass – morning segment
- $900 – Alternative Investment Pass – afternoon segment
- $1200 – Full Summit Pass – morning and afternoon segments
25% Early Bird discount available through February 27, 2025.
Contact us to discuss options for Event Partners, including sponsored speaking roles and/or discounts for appropriate referrals to the PMI community.
We welcome input toward our collective goal of facilitating peer-to-peer connections around portfolio construction and dealmaking among Insiders in the Private Markets.
Limited space and access may apply to some sessions and accommodations.
Speakers
Atlanta Falcons
Rashaun Williams
Venture Capitalist, Limited Partner
Altera Investments
Chris Dardaman
Managing Director
Mercer
Catherine Abely
Principal, Alternatives
LCG Associates
James Challen
CEO
HarbourVest Partners
Peter Lipson
Managing Director
Third Lake Partners
Case Fell
Partner
Callan Family Office
Jeff Getty
MD, Business & Transaction Advisory
City of Atlanta
Mohamed Balla
Chief Financial Officer
City of Atlanta
Donald Beamer
Senior Tech Advisor
IEQ Capital
Douglas Poetzsch
Director
Catalus Capital
Marek Olszewski
Co-Founder & Managing Partner
Employees Retirement System of Texas
Tom Tull
former Chief Investment Officer
Star Mountain Capital
Brett Hickey
Founder & CEO
Merrill Lynch Wealth Management
Charles Balducci
Managing Director
Heritage Growth Partners
Alex Mammen
Managing Partner
KJLK & Co.
Joe LaTurner
Founder & Principal
Portfolio Advisors
Christopher Genovese
Managing Director
Bank OZK
David Teszler
EVP Business Development, Asset Based Lending Group
Croft & Bender
Neale Fisher
Managing Director
Star Mountain Capital
John McCarty
Managing Director
Star Mountain Capital
Ravi Ugale
Managing Director
Educational Alpha
William Kelly
Founder
Greenberg Traurig
David Kurzweil
Co-Chair, Global Restructuring & Bankruptcy
Private Markets Insider
Kevin McCaffrey
Founder & Managing Director