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, commercial bankers, investment bankers, and business owners will be in attendance.
DealConnect Summit – Morning Agenda:
10:00 am to 10:20 am – Registration & Coffee Reception
10:20 am to 10:30 am – Opening Remarks
- Kevin McCaffrey, Managing Director, Private Markets Insider
10:30 am to 10:35 am – Introduction to Panel Discussion on Tech & AI – “Laying the Digital Foundation: How Technology is Reshaping Fund Operations”
- Chalene Francis, Head of Fund Services, North America, CSC
10:35 am to 11:15 am – DealConnect Panel Discussion on Tech & AI – “Future is Now: How GPs Use Tech & AI to Enhance Value Creation for LPs”
- Moderator – Michael Oliver Weinberg, Deputy CIO, Family Office; Adjunct Professor of Finance and Economics, Columbia Business School
- Daniel Kalai, Founder & CEO, Helix Systems
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Osman Ghandour, Co-Founder & CEO, Soal Labs
- John Polis, Chief Operating & Technology Officer, Star Mountain Capital
- Katherine Hill Ritchie, Senior Director, Venture Funds, TEDCO
11:15 am to 12:00 pm – DealConnect Panel Discussion on Deals – “Deal Sourcing in the Lower Middle-Market”
- Moderator – Kurt Lyn, Shareholder, Greenberg Traurig
- Tim Neuhaus, Executive Managing Director, Bank OZK
- Jeff Getty, Chief Tax Strategist, M&A Advisor, Callan Family Office
- R. B. Kiernat, Managing Director, Hennepin Partners
- Jonathan Barnes, Managing Director, Star Mountain Capital
- Stephen Parks, Partner, Topspin Consumer Partners
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 & featuring remarks led by Star Mountain Capital
- Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital
- Charles Balducci, Managing Director, Merrill Lynch Wealth Management
1:40 pm to 2:30 pm – Alternative Investment Panel Discussion on Private Credit – “Private Credit at Scale: Navigating Maturity, Cycles, and Opportunity“
- Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital
- Donald Walker, Chief Investment Officer & EVP, The Board of Pensions of the Presbyterian Church (U.S.A.)
- John Imbriglia, Chief Executive Officer, Crowd Street
- Andy Vantine, Principal, Director of Credit Strategy Research, FLP Atrato Consulting
- Maria Boyazny, Founder & CEO, MB Global Partners
- Tod Trabocco, Managing Director, Stepstone Group
2:40 pm to 3:20 pm – Featured Fireside Chat – “Institutional Priorities and Market Realities: Insights on Private Markets in a Changing Economy”
- Moderator – Ryan Sweet, Chief US Economist, Oxford Economics
- Ju Hui Lee, Chief, Financial Risk and Performance, United Nations Joint Staff Pension Fund
3:20 pm to 4:00 pm – Coffee & Networking Break
4:00 pm to 4:45 pm – Alternative Investment Panel Discussion on Private Equity – “Challenges & Opportunities for a Changing Private Equity Environment”
- Moderator – Christopher Hopkins, Vice President, Investments, Summit Trail Advisors
- Susanne Forsingdal, Former Managing Director, Head of the Americas, Allianz Capital Partners
- Jim Parmelee, Managing Director, Hamilton Robinson Capital Partners
- Maxwell Snyder, Vice President, NewEdge Wealth
- Jeremy Knox, Senior Investment Director Private Equity, Schroders
4:45 pm to 5:30 pm – Alternative Investment Panel Discussion on Secondaries – “Secondaries Reach New Heights in Private Equity & Credit”
- Moderator – David Markson, Senior Managing Director, Evercore
- Derek Snyder, Partner, AltamarCAM Partners
- Dave Philipp, Partner & Sr. Portfolio Manager, Crestline Investors
- Joshua Desai, Managing Partner, Co-Chief Investment Officer, Peak Altitude Partners
- Curtis Glovier, Chief Investment Officer, 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
- $1200 – Full Summit Pass – morning and afternoon segments
25% Early Bird discount available through October 20, 2025.
Sponsors:
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Event Partner
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Event Sponsors
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:
Merrill Lynch Wealth Management
Charles Balducci
Managing Director
Star Mountain Capital
Jonathan Barnes
Managing Director
MB Global Partners
Maria Boyazny
Founder & CEO
Peak Altitude Partners
Joshua Desai
Managing Partner, Co- Chief Investment Officer
CSC
Chalene Francis
Head of Fund Services, North America
Allianz Capital Partners
Susanne Forsingdal
Former Managing Director, Head of the Americas
Callan Family Office
Jeff Getty
Chief Tax Strategist, M&A Advisor
Soal Labs
Osman Ghandour
Co-Founder & CEO
Star Mountain Capital
Curtis Glovier
Chief Investment Officer
Star Mountain Capital
Brett Hickey
Founder & CEO
TEDCO
Katherine Hill Ritchie
Senior Director, Venture Funds
Summit Trail Advisors
Christopher Hopkins
Vice President, Investments
United Nations Joint Staff Pension Fund
Ju Hui Lee
Chief, Financial Risk and Performance
Crowd Street
John Imbriglia
Chief Executive Officer
Helix Systems
Daniel Kalai
Founder & CEO
Hennepin Partners
R. B. Kiernat
Managing Director
Schroders
Jeremy Knox
Senior Investment Director Private Equity
Greenberg Traurig
Kurt Lyn
Shareholder
Evercore
David Markson
Senior Managing Director
Bank OZK
Tim Neuhaus
Executive Managing Director
Topspin Consumer Partners
Stephen Parks
Partner
Hamilton Robinson Capital Partners
Jim Parmelee
Managing Director
Crestline Investors
Dave Philipp
Partner & Sr. Portfolio Manager
Star Mountain Capital
John Polis
Chief Operating & Technology Officer
AltamarCAM Partners
Derek Snyder
Partner
NewEdge Wealth
Maxwell Snyder
Vice President
Oxford Economics
Ryan Sweet
Chief US Economist
Stepstone Group
Tod Trabocco
Managing Director
F.L. Putnam Investment Management Company
Andy Vantine
Principal, Director of Credit Strategy Research
The Board of Pensions of the Presbyterian Church (U.S.A.)
Donald Walker
Chief Investment Officer & EVP
Columbia Business School
Michael Oliver Weinberg
Deputy CIO, Family Office; Adjunct Professor of Finance and Economics
Private Markets Insider
Kevin McCaffrey
Managing Director
Event Partner:
Event Sponsors:
