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DTSTART;TZID=America/New_York:20261118T090000
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UID:4272-1794992400-1795026600@privatemarketsinsider.com
SUMMARY:Alternative Investment & DealConnect Summit in New York\, NY
DESCRIPTION:Event Information:\nPrivate 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: \nInstitutional investors\, family offices\, fund managers\, independent sponsors\, investment bankers\, commercial bankers\, and business owners will be in attendance. \nMorning Sessions sponsored by Star Mountain Capital\nDealConnect Meetings (Registered Meeting Participants):\nDesigned 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. \n9:00 am – DealConnect Registration & Coffee Reception \n9:20 am – DealConnect 1:1 Meetings\n8 meeting slots – 20 minutes each \n12:00 pm – DealConnect Lunch & Networking \nInstitutional & Family Office LP Forum (Invitation Only):\nDesigned exclusively for institutional investors\, family offices\, wealth management leaders\, consultants\, and other limited partners for peer-to-peer discussions. \n9:30 am – LP-Only Coffee & Registration \n10:00 am – LP-Only Fireside Chat on Private Asset Allocation\nInvite-only\, sponsored by Star Mountain Capital \n10:45 am – Coffee & Networking Break \n11:00 am – LP-Only Roundtable Discussion\nInvite-only\, sponsored by Star Mountain Capital\n“Total Portfolio Thinking for 2027: How LPs Are Managing Risk Across Private Assets”\nModerator – William Kelly\, Founder\, Educational Alpha & Former CEO\, CAIA \n11:45 am – Lunch & Registration \nAfternoon Sessions (All Attendees)\nLPs\, GPs\, Commercial Bankers\, Investment Bankers\, and Business Owners join together for investment insights\, private markets trends\, and networking. \n1:15 pm – Panel Discussion on Private Credit\n“Private Credit at Scale: Navigating Maturity\, Cycles\, and Opportunity”\nModerator – Brett Hickey\, Founder & CEO\, Star Mountain Capital\nJohn O’Meara\, Partner\, Head of Healthcare Credit\, Leon Capital Group\nFitz Smoak\, Associate Director\, HB Wealth \n2:00 pm – Panel Discussion on Private Equity\n“Challenges & Opportunities for a Changing Private Equity Environment”\nModerator – Kaitlyn Murphy\, MD\, Regional Lead\, Mergers & Acquisitions\, Aon\nJonathan Barnes\, Managing Director\, Star Mountain Capital\nRoy Corr\, Senior Managing Director\, Citizens Private Wealth\nLucius Czerlau\, Principal\, Czerlau Family Office\nJennifer DeSisto\, Chief Investment Officer\, CW Advisors \n2:45 pm – Coffee & Networking Break \n3:00 pm – Panel Discussion on Secondaries\n“Secondaries Reach New Heights in Private Equity & Credit”\nModerator – Stephan Connelly\, Managing Director\, Star Mountain Capital\nDave Kasouf\, Chief Private Markets Officer\, Crowd Street\nJessica Nicosia\, Managing Director\, Wilshire\nMarc Shachtman\, Founder & CEO\, True Wealth Advisory Group \n3:45 pm – Panel Discussion on Deals\n“Trends in Deal Origination & the Lower Middle-Market”\nModerator – Bill Halaby\, Shareholder\, Greenberg Traurig\nDavid DiPaolo\, Managing Director & IC Member\, Star Mountain Capital \n4:30 pm – Coffee & Networking Break \n4:45 pm – Panel Discussion on Investor Outlook\n“Navigating the Next Era of Private Markets“\nModerator – William Kelly\, Founder\, Educational Alpha & Former CEO\, CAIA\nLP Speaker – Jeff McGoey\, Chief Operating Officer\, iCapital\nLP Speaker – Salvatore Russo\, Partner\, Investment Committee Member\, Cerity Partners\nLP Speaker – Tom Tull\, former Chief Investment Officer\, Employees Retirement System of Texas \n5:30 pm – Cocktails\, Hors D’oeuvres & Networking \nTicket Pricing:\nSummit registration pricing per qualified attendee type: \n\nCapital Provider participant in 1:1 morning DealConnect meetings and afternoon content and networking = $1000 ($750 until 10/18)\nDeal Source participant in 1:1 morning DealConnect meetings and afternoon content and networking = $800 ($600 until 10/18)\nLP Guest passes are complimentary ($0 for invited guests and qualified applicants)\nAfternoon Attendee pass = $1\,200 ($900 until 10/18)\n\n25% Early Bird discount available through October 18\, 2026. \nContact us to discuss options for Event Partners\, including sponsored speaking roles and/or discounts for appropriate referrals to the PMI community. \nWe welcome input toward our collective goal of facilitating peer-to-peer connections around portfolio construction and dealmaking among Insiders in the Private Markets. \nLimited space and access may apply to some sessions and accommodations. \nEvent Speakers\n\n\n			\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Star Mountain Capital\n				\n			\n		\n					\n				\n					Jonathan Barnes\n				\n			\n		\n					\n				\n					Managing Director\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Citizens Private Wealth\n				\n			\n		\n					\n				\n					Roy Corr\n				\n			\n		\n					\n				\n					Senior Managing Director\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Czerlau Family Office\n				\n			\n		\n					\n				\n					Lucius Czerlau\n				\n			\n		\n					\n				\n					Principal\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					CW Advisors\n				\n			\n		\n					\n				\n					Jennifer DeSisto\n				\n			\n		\n					\n				\n					Chief Investment Officer\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Star Mountain Capital\n				\n			\n		\n					\n				\n					David DiPaolo\n				\n			\n		\n					\n				\n					Managing Director & IC Member\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Greenberg Traurig\n				\n			\n		\n					\n				\n					Bill Halaby\n				\n			\n		\n					\n				\n					Shareholder\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Star Mountain Capital\n				\n			\n		\n					\n				\n					Brett Hickey\n				\n			\n		\n					\n				\n					Founder & CEO\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Crowd Street\n				\n			\n		\n					\n				\n					Dave Kasouf\n				\n			\n		\n					\n				\n					Chief Private Markets Officer\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Educational Alpha & CAIA\n				\n			\n		\n					\n				\n					William Kelly\n				\n			\n		\n					\n				\n					Founder & Former CEO\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					iCapital\n				\n			\n		\n					\n				\n					Jeff McGoey\n				\n			\n		\n					\n				\n					Chief Operating Officer\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Aon\n				\n			\n		\n					\n				\n					Kaitlyn Murphy\n				\n			\n		\n					\n				\n					Regional Lead\, Mergers & Acquisitions\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Wilshire\n				\n			\n		\n					\n				\n					Jessica Nicosia\n				\n			\n		\n					\n				\n					Managing Director\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Leon Capital Group\n				\n			\n		\n					\n				\n					John O’Meara\n				\n			\n		\n					\n				\n					Partner\, Head of Healthcare Credit\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Cerity Partners\n				\n			\n		\n					\n				\n					Salvatore Russo\n				\n			\n		\n					\n				\n					Partner\, Investment Committee Member\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					True Wealth Advisory Group\n				\n			\n		\n					\n				\n					Marc Shachtman\n				\n			\n		\n					\n				\n					Founder & CEO\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					HB Wealth\n				\n			\n		\n					\n				\n					Fitz Smoak\n				\n			\n		\n					\n				\n					Associate Director\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Employees Retirement System of Texas \n				\n			\n		\n					\n				\n					Tom Tull\n				\n			\n		\n					\n				\n					 former Chief Investment Officer\n				\n			\n		\n	\n\n							\n	\n\n					\n				\n					\n				\n			\n		\n					\n				\n					Private Markets Insider\n				\n			\n		\n					\n				\n					Kevin McCaffrey\n				\n			\n		\n					\n				\n					Managing Director\n				\n			\n		\n	\n\n					\n	\n\nEvent Partner
URL:https://privatemarketsinsider.com/event/alternative-investment-dealconnect-summit-in-nyc-2026/
CATEGORIES:Conference
ATTACH;FMTTYPE=image/jpeg:https://privatemarketsinsider.com/wp-content/uploads/2025/08/New-York-Image.jpg
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