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, investment bankers, commercial 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 – William Kelly, Founder, Educational Alpha & former CEO, CAIA
- David DiPaolo, Managing Director, Star Mountain Capital
- Jeff Getty, Chief Tax Strategist, M&A Advisor, Callan Family Office
- Dan LeMoine, Partner, BPEA Private Equity
- Brandon Richter, Partner, Hamilton Robinson Capital Partners
- 11:30 am to 12:15 pm — Fireside Chat – “Navigating Trade Wars, Taxes & Tight Credit”
- Moderator – Scott Couto, President, Star Mountain Capital
- Dr. John Rutledge, Chief Investment Strategist, Safanad; Economics Contributor, CNBC; one of the architects for the Reagan Economic Plan (1980-81)
- 12:15 pm to 1:30 pm – DealConnect Lunch & Networking
Alternative Investment Summit – Afternoon Agenda:
- 12:15 pm to 1:30 pm – LP-only Lunch & Roundtable Discussion – Invite-only and sponsored by Star Mountain Capital
- Moderator — Brett Hickey, Founder & CEO, 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
- Elizabeth Burton, Managing Director, Investment Strategist, Goldman Sachs Asset Management
- Bertie Cayzer, Director of Investment Manager Research, Wealth Enhancement Group
- Ken Lehman, Managing Director, Kendall Investments
- Jessica Nicosia, Managing Director, Wilshire
- 2:40 pm to 3:20 pm – Featured Panel – “Braving Our Savings: Sports, Investing, and Building Long-Term Wealth”
- Moderator – Leanne Schmitt, Managing Director, Star Mountain Capital
- Jonathan Jones, Founder, Jonathan Jones Next Step Foundation; Cornerback, New England Patriots (2016-2024) & Washington Commanders (2025)
- Isaiah Kacyvenski, Founder & Managing Partner, Will Ventures; Former NFL Linebacker & Super Bowl Captain, Seattle Seahawks
- Sarah Samuels, Partner, Head of Investment Manager Research, NEPC; Author of Braving Our Savings
- 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 – Kerry Shriver, Partner, Proskauer
- Richard Boghosian, Managing Partner, Co-Chief Investment Officer, Peak Altitude Partners
- Whit Matthews, Managing Director, HighVista Strategies
- Cliff Meijer, Managing Director, Headway Capital
- Rick Morgan, Executive Director, Private Markets, TIFF Investment Management
- 4:45 pm to 5:30 pm – Alternative Investment Panel Discussion on Secondaries – “Secondaries Reach New Heights in Private Equity & Credit”
- Moderator – Joy Savchenko, Senior Managing Director, Evercore
- Stephan Connelly, Managing Director, Star Mountain Capital
- Kyle Dowd, Principal, HarbourVest Partners
- Patrick Gerbracht, Managing Director, FS Investments
- Stephen Griffiths, Senior Director, IEQ Capital
- 5:30 pm to 6:30 pm – Cocktails, Hors D’oeuvres & Networking
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 May 17, 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
Safanad
Dr. John Rutledge
Chief Investment Strategist
NEPC
Sarah Samuels
Partner, Head of Investment Manager Research
Jonathan Jones Next Step Foundation
Jonathan Jones
Founder
Will Ventures
Isaiah Kacyvenski
Founder & Managing Partner
TIFF Investment Management
Rick Morgan, CFA
Executive Director, Private Markets
Goldman Sachs Asset Management
Elizabeth Burton
Managing Director, Investment Strategist
Wilshire
Jessica Nicosia
Managing Director
HighVista Strategies
Whit Matthews
Managing Director
HarbourVest Partners
Kyle Dowd
Principal
Evercore
Joy Savchenko
Senior Managing Director
IEQ Capital
Stephen Griffiths
Senior Director
Wealth Enhancement Group
Bertie Cayzer
Director of Investment Manager Research
Star Mountain Capital
Leanne Schmitt
Managing Director
Peak Altitude Partners
Richard Boghosian
Managing Partner, Co-Chief Investment Officer
FS Investments
Patrick Gerbracht
Managing Director
Headway Capital
Cliff Meijer
Managing Director
Kendall Investments
Ken Lehman
Managing Director
Callan Family Office
Jeff Getty
Chief Tax Strategist, M&A Advisor
Star Mountain Capital
Brett Hickey
Founder & CEO
Hamilton Robinson Capital Partners
Brandon Richter
Partner
Star Mountain Capital
Scott Couto
President
Proskauer
Kerry Shriver
Partner
Star Mountain Capital
Stephan Connelly
Managing Director
BPEA Private Equity
Dan LeMoine
Partner
Educational Alpha & CAIA
William Kelly
Founder & Former CEO
Star Mountain Capital
David DiPaolo
Managing Director & IC Member
Private Markets Insider
Kevin McCaffrey
Managing Director