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Alternative Investment & DealConnect Summit in Chicago, IL

June 25, 2026 @ 9:30 am - 6:30 pm CDT

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.

Morning: LP-Only Closed-Door Session

*Invite-Only & Sponsored by Star Mountain Capital*

9:30 am to 10:00 am – LP Registration & Coffee Reception

10:00 am to 10:45 am – Fireside Chat on Private Asset Allocation: “Private Assets in 2026: Oversight, Discipline, and the Allocator’s Edge”

  • Moderator – Scott Couto, President, Star Mountain Capital
  • Paul J. Carbone, Co-Founder & President, Pritzker Alternative Strategies

10:45 am to 11:00 am – LP Networking Break

11:00 am to 12:00 pm – LP Roundtable Discussion: “Total Portfolio Thinking in 2026: How LPs Are Managing Risk Across Private Assets”

  • Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA

12:00 pm to 1:15 pm – LP Lunch

Afternoon: Alternative Investment & DealConnect Summit

12:00 pm to 1:15 pm – Summit Registration & Lunch Reception

1:15 pm to 2:00 pm – “Private Credit at Scale: Navigating Maturity, Cycles, and Opportunity”

  • Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital
  • Karim Ahamed, Partner, Cerity Partners
  • Erik Falk, Head of Strategy, Partner, Magnetar
  • Richard Lund, Founder & Managing Member, TRO Investment Group
  • Tom Tull, former Chief Investment Officer, Employees Retirement System of Texas

2:00 pm to 2:45 pm – “Challenges & Opportunities for a Changing Private Equity Environment”

  • Moderator – Dennis Duerst, former President, 3M Investment Management Corporation
  • Davis DeKorte, Partner & Managing Director, 5 Nails Capital
  • Christopher Ginter, Senior Vice President, Director Private Markets, Fifth Third Bank
  • Michael Karangelen, Managing Director, Star Mountain Capital
  • Jeff Tack, Treasurer, Rush University System for Health

2:45 pm to 3:30 pm –  “Secondaries Reach New Heights in Private Equity & Credit”

  • Moderator – Angela Rodell, Founder, Rodell Consulting & former CEO, Alaska Permanent Fund
  • Vishnu Amble, Founding Director, Investment Committee Member and Trustee, GreenBear Group
  • Donald Lennard, Senior Consultant/Principal, DeMarche Associates
  • Marc Shachtman, Founder & CEO, True Wealth Advisory Group
  • Ravi Ugale, Managing Director, Star Mountain Capital

3:30 pm to 4:00 pm — Coffee & Networking Break

4:00 pm to  4:45 pm — “Trends in Deal Origination & Impact of the Growing Independent Sponsors Market”

  • Moderator – Eric Kaufman, Partner, Winston Taylor
  • Max DeZara, Founder & Managing Partner, Akoya Capital
  • Bernie Lacayo, EVP and Head of Corporate Banking, Third Coast Bank
  • Ryan McGovern, Managing Director & IC Member, Star Mountain Capital
  • Martin Stein, Founder and Managing Director, Blackford Capital

4:45 pm to 5:30 pm – “Winning with AI: The Next Competitive Edge in Private Markets”

  • Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA
  • Ronald Diamond, Chairman and CEO, Diamond Wealth
  • John Polis, Chief Operating & Technology Officer, Star Mountain Capital
  • Gene Rapoport, Partner, Head of Private Equity AI Practice, Bain & Company

5:30 pm to 6:30 pm – Cocktails, Hors D’oeuvres & Networking

Ticket Pricing:

  • $1,200 for asset managers, bankers, and service providers attending afternoon sessions.
  • Investors may apply for a complimentary LP pass for appropriate sessions.
  • Please register and share your investment focus where applicable.

25% Early Bird discount available through May 25, 2026.

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.

Event Speakers

GreenBear Group, LLC (SFO)
Vishnu Amble
Founding Director, Investment Committee Member and Trustee
Cerity Partners
Karim Ahamed
Partner
Pritzker Alternative Strategies
Paul Carbone
Co-Founder & President
Star Mountain Capital
Scott Couto
President
5 Nails Capital
Davis DeKorte
Partner & Managing Director
Akoya Capital
Max DeZara
Founder & Managing Partner
Diamond Wealth
Ronald Diamond
Chairman and CEO
3M Investment Management Corporation
Dennis Duerst
Former President
Magnetar
Erik Falk
Head of Strategy, Partner
Fifth Third Bank
Christopher Ginter
Senior Vice President, Director Private Markets
Star Mountain Capital
Brett Hickey
Founder & CEO
Star Mountain Capital
Michael Karangelen
Managing Director
Winston Taylor
Eric Kaufman
Partner
Educational Alpha & CAIA
William Kelly
Founder & Former CEO
Third Coast Bank
Bernie Lacayo
EVP and Head of Corporate Banking
DeMarche Associates
Donald Lennard
Senior Consultant
TRO Investment Group
Richard Lund
Founder & Managing Member
Star Mountain Capital
Ryan McGovern
Managing Director & IC Member
Star Mountain Capital
John Polis
Chief Operating & Technology Officer
Bain & Company
Gene Rapoport
Partner, Head of Private Equity AI Practice
Rodell Consulting & Alaska Permanent Fund
Angela Rodell
Founder & former CEO
True Wealth Advisory Group
Marc Shachtman
Founder & CEO
Blackford Capital
Martin Stein
Founder & Managing Director
Rush University System for Health
Jeff Tack
Treasurer
Employees Retirement System of Texas
Tom Tull
former Chief Investment Officer
Star Mountain Capital
Ravi Ugale
Managing Director
CFA Society Chicago
Christopher Vincent
President and CEO
Private Markets Insider
Kevin McCaffrey
Managing Director

Event Partners

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