Tickets are sold out for this exclusive event.
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 agenda:
10:30 am – Registration & coffee reception
11:00 am – DealConnect panel – “Deal Sourcing in a Changing Market”
- Moderator – David Parsly, Partner at Blank Rome
- Brett Hickey, Founder & CEO at Star Mountain Capital
- David Shainberg, Managing Director at Balmoral Funds
- Willy Gomez, Regional President, Southeast at Woodforest National Bank
- Daniel Hoverman, Head of Corporate & Investment Banking at Texas Capital Bank
12:00 pm – DealConnect Lunch & Golf Simulator Sessions
Alternative Investment Summit agenda:
12:30 pm – LP-only lunch & roundtable discussion sponsored by Star Mountain Capital
1:45 pm – Alt Investment panel – “Rise of Private Credit – LPs Assess the Next Phase in the Credit Cycle”
- Moderator – Brett Hickey, Founder & CEO at Star Mountain Capital
- Gary Ratliff, Director of Alternative Investments at Colorado Public Employees’ Retirement Association
- Rose Dean, Partner & Senior Investment Consultant at NEPC
- Tom Tull, former Chief Investment Officer at Employees Retirement System of Texas
- Ryan Wilson, Chief Operating Officer at KKR Private Credit
2:45 pm – Keynote presentation, Q&A session
- Robert Kaplan– Former CEO of the Federal Reserve Bank of Dallas
- “Current Economic Conditions & Implications for Business Leaders”
3:30 pm – Coffee & Networking Break
4:00 pm – Alt Investment panel – “Challenges & Opportunities for Private Equity in the Current Environment”
- Moderator – David Harvey, Co-Founder & President at Harvey & Company
- Victor Masaya, Managing Partner at Presidio Investors
- Vlad Gutin, Partner at TZP Group
- Sam Bakhshandehpour, President and Board Member at José Andrés Group
4:30 pm – Alt Investment panel – “Secondaries Reach New Heights in Private Equity & Credit”
- Moderator – Daniel Roddick, Founder at Ely Place Partners
- Parker Bush, Deputy CIO at CoastEdge Partners
- Chris Goodwin, Managing Director at Star Mountain Capital
- Mitch Clemente, Principal at Pathway Capital Management
5:15 pm to 6:45 pm – Cocktails, hors d’oeuvres & entertainment
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:
$300 – DealConnect pass – morning segment
$800 – Alternative Investment pass – afternoon segment
$1000 – Full Summit pass – morning and afternoon segments
25% Early Bird discount available through February 5, 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.
Time & Location:
Thursday, September 12th – 10:30 am to 6:45 pm
Greenberg Traurig – New York, NY office
Speakers:
