Alternative Investment & DealConnect Summit in Chicago, IL

2024-10-23

10:30 AM

Alternative Investment & DealConnect Summit in Chicago, IL

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:

10:30 am to 11:00 am – Registration & Coffee Reception

11:00 am to 11:45 am – DealConnect Panel Discussion – “Deal Sourcing in the Lower Middle-Market: Private Credit, Private Equity & SBIC Funds”

    • Moderator – Alan Roth, Partner, Winston & Strawn
    • Chris Goodwin, Managing Director, Star Mountain Capital
    • Laura Lester, Founding Partner, Onward Capital
    • Jason Sutherland, Managing Director, Brown Gibbons Lang & Company

12:00 pm to 1:30 pm – DealConnect Lunch & Networking

Alternative Investment Summit – Afternoon Agenda:

12:00 pm to 1:30 pm – LP-only Lunch & Roundtable Discussion

1:45 pm to 2:40 pm – Alternative Investment Panel Discussion – “Rise of Private Credit – LPs Assess the Next Phase in the Credit Cycle”

    • Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital
    • Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund
    • Jeff Tack, Deputy Chief Investment Officer, Rush University Medical Center
    • Christian McCormick, Senior Consultant, NEPC
    • Erik Falk, Head of Strategy, Partner, Magnetar

2:40 pm to 3:30 pm – Fireside Chat – “Fireside Chat on Minority, Women & Disabled Veteran-Owned Business Deals”

    • Moderator – Louis Kosiba, Annuitant Trustee and former Executive Director, Illinois Municipal Retirement Fund
    • James Clayborne, Majority Owner, Clayborne & Wagner and former Senate Majority Leader, Illinois State Senate

3:30 pm – Coffee & Networking Break

4:00 pm to 4:45 pm – Alternative Investment Panel Discussion – “Challenges & Opportunities for Private Equity in a Changing Rate Environment”

    • Moderator – Donald Lennard, Senior Consultant, DeMarche Associates
    • Joshua Rogers, CEO & Founder, Arete Wealth
    • Dennis Duerst, former President, 3M Investment Management Corporation

4:45 pm to 5:30 pm – Alternative Investment Panel Discussion – “Secondaries Reach New Heights in Private Equity & Credit”

    • Moderator – Evan Frazier, Senior Research Analyst, Marquette Associates 
    • Michael Patock, Investment Officer, Rotary International Investment Office
    • Matt Schaefer, Chief Operating & Financial Officer, AIR Asset Management
    • Chris Goodwin, Managing Director, Star Mountain 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 September 23, 2024.

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

There are currently no tickets.

Registration is not yet available. Thank you for your interest.

Please contact Kevin McCaffrey for additional information or complimentary LP invites.