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
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Karim Ahamed, Partner, Cerity Partners
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Erik Falk, Head of Strategy, Partner, Magnetar
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Richard Lund, Founder & Managing Member, TRO Investment Group
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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
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Davis DeKorte, Partner & Managing Director, 5 Nails Capital
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Christopher Ginter, Senior Vice President, Director Private Markets, Fifth Third Bank
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Michael Karangelen, Managing Director, Star Mountain Capital
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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
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Vishnu Amble, Founding Director, Investment Committee Member and Trustee, GreenBear Group
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Donald Lennard, Senior Consultant/Principal, DeMarche Associates
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Marc Shachtman, Founder & CEO, True Wealth Advisory Group
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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”
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Moderator – Eric Kaufman, Partner, Winston Taylor
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Max DeZara, Founder & Managing Partner, Akoya Capital
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Bernie Lacayo, EVP and Head of Corporate Banking, Third Coast Bank
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Ryan McGovern, Managing Director & IC Member, Star Mountain Capital
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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”
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Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA
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Ronald Diamond, Chairman and CEO, Diamond Wealth
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John Polis, Chief Operating & Technology Officer, Star Mountain Capital
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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
Event Partners



