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Roundtable CIO Lunch in New York, NY

September 30, 2025 @ 12:00 pm - 2:00 pm EDT

Private Markets Insider is excited to partner with Star Mountain Capital to arrange this exclusive lunch, bringing together leading CIOs and senior investment executives for candid, peer-to-peer dialogue on today’s market environment, with a particular focus on opportunities and challenges in the lower middle-market, including Private Credit and Secondaries.

The luncheon will feature keynote remarks from Rebecca Patterson, followed by a dynamic and collaborative conversation moderated by Michelle Caruso-Cabrera, which will include Rebecca and Brett Hickey.

Rebecca Patterson

  • Former Chief Investment Strategist at Bridgewater Associates, the world’s largest hedge fund
  • Former Chief Investment Officer at Bessemer Trust, where she oversaw $85 billion in client assets
  • 30+ years’ experience studying how politics and policy intersect with economic trends to drive financial markets
  • Currently a Senior Fellow at the Council on Foreign Relations and an independent director at Vanguard
  • Globally recognized investor and macro-economic researcher

Michelle Caruso-Cabrera

  • Former CNBC Chief International Correspondent and network’s first Latina anchor
  • Spent 20+ years covering economic crises and international markets as well as interviewing presidents, prime ministers, and CEOs
  • Currently is Chief Executive Officer of MCC Global Enterprises, the media production company she founded in September 2018
  • Continues as a contributor to CNBC since September 2022

Brett Hickey

  • Founder & CEO, Star Mountain Capital, one of the largest teams dedicated to the U.S. lower middle market
  • 20+ years of U.S. LMM private equity, private credit, and secondaries investment experience
  • Salomon Smith Barney / Citigroup FIG Investment Banker, analyzing & advising on buying & selling $18bn of assets / finance companies
  • Global Advisor Council Member, Harvard Alumni Entrepreneurs (HAE), YPO & CEO member

Registration / lunch is complimentary (payment / receipt can be facilitated, if necessary). Specific New York location will be provided once registration is approved.

We welcome input toward our collective goal of facilitating peer-to-peer connections around portfolio construction and dealmaking among Insiders in the Private Markets.

Please contact Molly@PrivateMarketsInsider.com about available tickets.