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:
9:30 am to 9:50 am – Coffee Reception & Networking
9:50 am to 10:00 am – Opening Remarks
10:00 am to 10:40 am – “Investing in Florida’s Clean Water Economy: Returns, Resilience & the Everglades Imperative”
- Moderator – Leanne Schmitt, Managing Director, Star Mountain Capital
- Paul Hindsley, PhD, Chief Economist, The Everglades Foundation
10:40 am to 11:20 am – “Deal Sourcing & Trends in the Lower Middle-Market”
- Moderator – John Owens, Shareholder, Greenberg Traurig
- Bruce Eatroff, Managing Director, Star Mountain Capital
- Davidson Hall, Managing Director, Stephens
- Jason Nichols, Director-BD, Asset-Based Lending Group, Bank OZK
- Kenneth Saffold, Managing Partner, o15 Capital Partners
- Juan Tagle, Director, Palm Beach Capital
11:20 am to 12:00 pm – “Future is Now: How GPs Use Tech & AI to Enhance Value Creation for LPs”
- Moderator – Anthony Martinez, Partner, Global Head of Mercer Sentinel, Mercer
- Gregory Bedrosian, Managing Partner & CEO, Drake Star
- Richard Leggio, Managing Director & PE Team Lead, White Wolf Capital
- John Polis, Chief Operating & Technology Officer, Star Mountain Capital
- Angela Rodell, Founder, Rodell Consulting & former CEO, Alaska Permanent Fund
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
- Invite-only and sponsored by Star Mountain Capital
1:40 pm to 2:30 pm – “Private Credit at Scale: Navigating Maturity, Cycles, and Opportunity”
- Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital
- Archan Basu, Chief Investment Officer, Altar Rock
- Daniel Brown, Assistant Vice President, Alternatives Consulting, Callan
- Marc Shachtman, Founder & CEO, True Wealth Advisory Group
2:40 pm to 3:20 pm – “Capital, Conviction & Cycles – Lessons in Building Enduring Value in the Lower Middle Market”
- Moderator – Peter K. Scaturro, Vice Chairman, Star Mountain Capital
- Gregory Mark Hill, Managing Partner, GCH Partners
3:20 pm to 4:00 pm – Coffee & Networking Break
4:00 pm to 4:45 pm – “Challenges & Opportunities for a Changing Private Equity Environment”
- Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA
- Vishnu Amble, Founding Director, Investment Committee Member & Trustee, GreenBear Group
- Michael Karangelen, Managing Director, Star Mountain Capital
- Tom Tull, former Chief Investment Officer, Employees Retirement System of Texas
4:45 pm to 5:30 pm – “Secondaries Reach New Heights in Private Equity & Credit”
- Moderator – Richard Boghosian, Managing Partner, Co-Chief Investment Officer, Peak Altitude Partners
- Carlos Borromeo, APERS Deputy Director, Chief Investment Officer, Arkansas Public Employees Retirement System
- Jeffrey Egan, Partner, Arax Investment Partners
- Jessica Nicosia, Managing Director, Wilshire
- Ravi Ugale, Managing Director, Star Mountain 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
- $1,200 – Full Summit Pass – morning and afternoon segments
25% Early Bird discount available through February 28, 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 Partner
