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Alternative Investment & DealConnect Summit in Chicago, IL

October 23, 2024 @ 10:30 am - 6:30 pm EDT
Daytime Skyline of Chicago Illinois

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