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, independent sponsors, investment bankers, commercial bankers, and business owners will be in attendance.
Morning Sessions sponsored by Star Mountain Capital
DealConnect Meetings (Registered Meeting Participants):
Designed for family offices, private equity firms, private credit providers, and other capital providers seeking curated introductions to independent sponsors, investment banks, commercial banks, and related deal sources.
9:00 am – DealConnect Registration & Coffee Reception
9:20 am – DealConnect 1:1 Meetings
8 meeting slots – 20 minutes each
12:00 pm – DealConnect Lunch & Networking
Institutional & Family Office LP Forum (Invitation Only):
Designed exclusively for institutional investors, family offices, wealth management leaders, consultants, and other limited partners for peer-to-peer discussions.
9:30 am – LP-Only Coffee & Registration
10:00 am – LP-Only Fireside Chat on Private Asset Allocation
Invite-only, sponsored by Star Mountain Capital
10:45 am – Coffee & Networking Break
11:00 am – LP-Only Roundtable Discussion
Invite-only, sponsored by Star Mountain Capital
“Total Portfolio Thinking for 2027: How LPs Are Managing Risk Across Private Assets”
Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA
11:45 am – Lunch & Registration
Afternoon Sessions (All Attendees)
LPs, GPs, Commercial Bankers, Investment Bankers, and Business Owners join together for investment insights, private markets trends, and networking.
1:15 pm – Panel Discussion on Private Credit
“Private Credit at Scale: Navigating Maturity, Cycles, and Opportunity”
Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital
John O’Meara, Partner, Head of Healthcare Credit, Leon Capital Group
Fitz Smoak, Associate Director, HB Wealth
2:00 pm – Panel Discussion on Private Equity
“Challenges & Opportunities for a Changing Private Equity Environment”
Moderator – Kaitlyn Murphy, MD, Regional Lead, Mergers & Acquisitions, Aon
Jonathan Barnes, Managing Director, Star Mountain Capital
Roy Corr, Senior Managing Director, Citizens Private Wealth
Lucius Czerlau, Principal, Czerlau Family Office
Jennifer DeSisto, Chief Investment Officer, CW Advisors
2:45 pm – Coffee & Networking Break
3:00 pm – Panel Discussion on Secondaries
“Secondaries Reach New Heights in Private Equity & Credit”
Moderator – Stephan Connelly, Managing Director, Star Mountain Capital
Dave Kasouf, Chief Private Markets Officer, Crowd Street
Jessica Nicosia, Managing Director, Wilshire
Marc Shachtman, Founder & CEO, True Wealth Advisory Group
3:45 pm – Panel Discussion on Deals
“Trends in Deal Origination & the Lower Middle-Market”
Moderator – Bill Halaby, Shareholder, Greenberg Traurig
David DiPaolo, Managing Director & IC Member, Star Mountain Capital
4:30 pm – Coffee & Networking Break
4:45 pm – Panel Discussion on Investor Outlook
“Navigating the Next Era of Private Markets“
Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA
LP Speaker – Jeff McGoey, Chief Operating Officer, iCapital
LP Speaker – Salvatore Russo, Partner, Investment Committee Member, Cerity Partners
LP Speaker – Tom Tull, former Chief Investment Officer, Employees Retirement System of Texas
5:30 pm – Cocktails, Hors D’oeuvres & Networking
Ticket Pricing:
Summit registration pricing per qualified attendee type:
- Capital Provider participant in 1:1 morning DealConnect meetings and afternoon content and networking = $1000 ($750 until 10/18)
- Deal Source participant in 1:1 morning DealConnect meetings and afternoon content and networking = $800 ($600 until 10/18)
- LP Guest passes are complimentary ($0 for invited guests and qualified applicants)
- Afternoon Attendee pass = $1,200 ($900 until 10/18)
25% Early Bird discount available through October 18, 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
