Past Events

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:

https://www.youtube.com/watch?v=ZAAzKts7AdU Registration for this event is now closed. Event Information: Private Markets Insider (PMI) is pleased to present the Independent Sponsor & Capital Provider Summit, a focused gathering designed to connect deal sources and deal investors through curated 1:1 meetings, peer networking, and market-driven insights. This summit convenes independent sponsors, private equity and private credit funds, and family offices for a day of structured meetings (15 meeting slots for 20 minutes each) and strategic dialogue on opportunities and trends shaping the lower middle-market. Agenda: 9:30 am: Registration & Coffee Reception 10:00 am: 1-on-1 Meetings Session – Independent Sponsors meet with Capital Providers 12:00 pm: Lunch & Networking 1:15 pm: Deal Sourcing & Trends in the Lower Middle-Market Moderator – Shlomo Troodler, Partner, Blank Rome Jared Cohen, Managing Director, Star Mountain Capital Mark Gilles, Senior Vice President,City National Bank Michael Piric, Managing Director, Lincoln International Jake Kugler, Investment Professional, CFT Capital Partners 2:00 pm: 1-on-1 Meetings Session – Independent Sponsors meet with Capital Providers 5:00 pm: Cocktails, Hors D’oeuvres & Networking Ticket Pricing: Independent Sponsor attendee pass = $800 Capital Provider attendee pass = $1000 (Service Provider access is only available via sponsor packages) Participation is limited to qualified registrants whose professional roles align with 1:1 meeting objectives. Registrations will be verified for suitability to ensure a high-quality networking experience. Contact us to discuss options for Event Partners, including sponsored speaking roles and exclusive opportunities for networking and branding. We welcome input toward our collective goal of facilitating peer-to-peer connections around portfolio construction and dealmaking among Insiders in the Private Markets. Event Partners

Private Markets Insider is excited to partner with Star Mountain Capital on an exclusive Roundtable LP Lunch beginning with comments from our guest speakers: Moderator – Steven T. Cox, CFA, President, Providence Financial Advisors & Director, CFA Society Kansas City William Greiner, Chief Economist, Mariner Holdings Please join us for peer-to-peer conversations on current market conditions and the most topical themes, including the “End of Globalization - Opportunities and Threats” and “Private Credit – Business Cycle Extender”. Registration / lunch is complimentary (payment / receipt can be facilitated, if necessary). Specific Kansas City 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.

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:

https://www.youtube.com/watch?v=RLOoT6hHHus 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 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: Event Partner Star Mountain Capital Event Sponsors Helix Systems Soal Labs CSC 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: Event Partner: Event Sponsors:

Private Markets Insider is excited to partner with Star Mountain Capital on an exclusive Roundtable LP Lunch beginning with comments from our guest speakers: Moderator – Lauren Minch, Chief Executive Officer, CFA Society Dallas/Fort Worth Tom Tull, former Chief Investment Officer at Employees Retirement System of Texas Please join us for peer-to-peer conversations on current market conditions in the lower middle-market and some of the most topical strategies, including Private Credit and Secondaries. Registration / lunch is complimentary (payment / receipt can be facilitated, if necessary). Specific Dallas 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.

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.

Private Markets Insider is excited to partner with Star Mountain Capital to arrange this exclusive lunch, bringing together LP thought leaders to share insights and build valuable relationships via topical discussions and networking suited to Insiders focused on Private Markets deals & funds. Registration / lunch is complimentary (payment / receipt can be facilitated, if necessary). Specific Minneapolis 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.

Private Markets Insider is excited to partner with Star Mountain Capital to arrange this exclusive lunch, bringing together thought leaders across LPs and GPs to share insights and build valuable relationships via topical discussions and networking suited to Insiders focused on Private Markets deals & funds. Registration / lunch is complimentary (payment / receipt can be facilitated, if necessary). Specific DC location is TBA and 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 to enquire about available tickets.

https://youtu.be/DyIj2wPdtfM?feature=shared 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: 10:15 am to 10:45 am - Registration & Coffee Reception 10:45 am to 11:30 am – DealConnect Panel Discussion - "Deal Sourcing in the Lower Middle-Market” Moderator – William Kelly, Founder, Educational Alpha & former CEO, CAIA David DiPaolo, Managing Director, Star Mountain Capital Jeff Getty, Chief Tax Strategist, M&A Advisor, Callan Family Office Dan LeMoine, Partner, BPEA Private Equity Brandon Richter, Partner, Hamilton Robinson Capital Partners 11:30 am to 12:15 pm -- Fireside Chat - “Navigating Trade Wars, Taxes & Tight Credit” Moderator – Scott Couto, President, Star Mountain Capital Dr. John Rutledge, Chief Investment Strategist, Safanad; Economics Contributor, CNBC; one of the architects for the Reagan Economic Plan (1980-81) 12:15 pm to 1:30 pm – DealConnect Lunch & Networking Alternative Investment Summit - Afternoon Agenda: 12:15 pm to 1:30 pm – LP-only Lunch & Roundtable Discussion - Invite-only and sponsored by Star Mountain Capital Moderator -- Brett Hickey, Founder & CEO, Star Mountain Capital 1:45 pm to 2:30 pm – Alternative Investment Panel on Private Credit - "Rise of Private Credit – LPs Assess the Next Phase in the Credit Cycle" Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital Elizabeth Burton, Managing Director, Investment Strategist, Goldman Sachs Asset Management Bertie Cayzer, Director of Investment Manager Research, Wealth Enhancement Group Ken Lehman, Managing Director, Kendall Investments Jessica Nicosia, Managing Director, Wilshire 2:40 pm to 3:20 pm – Featured Panel - "Braving Our Savings: Sports, Investing, and Building Long-Term Wealth" Moderator – Leanne Schmitt, Managing Director, Star Mountain Capital Jonathan Jones, Founder, Jonathan Jones Next Step Foundation; Cornerback, New England Patriots (2016-2024) & Washington Commanders (2025) Isaiah Kacyvenski, Founder & Managing Partner, Will Ventures; Former NFL Linebacker & Super Bowl Captain, Seattle Seahawks Sarah Samuels, Partner, Head of Investment Manager Research, NEPC; Author of Braving Our Savings 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 – Kerry Shriver, Partner, Proskauer Richard Boghosian, Managing Partner, Co-Chief Investment Officer, Peak Altitude Partners Whit Matthews, Managing Director, HighVista Strategies Cliff Meijer, Managing Director, Headway Capital Rick Morgan, Executive Director, Private Markets, TIFF Investment Management 4:45 pm to 5:30 pm – Alternative Investment Panel Discussion on Secondaries - “Secondaries Reach New Heights in Private Equity & Credit” Moderator – Joy Savchenko, Senior Managing Director, Evercore Stephan Connelly, Managing Director, Star Mountain Capital Kyle Dowd, Principal, HarbourVest Partners Patrick Gerbracht, Managing Director, FS Investments Stephen Griffiths, Senior Director, IEQ 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 May 17, 2025. 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

Private Markets Insider is excited to partner with Star Mountain Capital to arrange this exclusive lunch, bringing together LP thought leaders to share insights and build valuable relationships via topical discussions and networking suited to Insiders focused on Private Markets deals & funds. Registration / lunch is complimentary (payment / receipt can be facilitated, if necessary). Specific Philadelphia 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.

Private Markets Insider is excited to partner with Star Mountain Capital to arrange this exclusive lunch, bringing together LP thought leaders to share insights and build valuable relationships via topical discussions and networking suited to Insiders focused on Private Markets deals & funds. Registration / lunch is complimentary (payment / receipt can be facilitated, if necessary). Specific Denver 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.

https://www.youtube.com/watch?v=eR4gc0_IRzg 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: 10:15 am to 10:45 am - Registration & Coffee Reception 10:45 am to 11:30 am – DealConnect Panel Discussion - "Deal Sourcing in the Lower Middle-Market” Moderator – David Kurzweil, Co-Chair Global Restructuring & Bankruptcy, Greenberg Traurig John McCarty, Managing Director, Star Mountain Capital Alex Mammen, Managing Partner, Heritage Growth Partners David Teszler, EVP Business Development, Asset Based Lending Group, Bank OZK Neale Fisher, Managing Director, Croft & Bender Jeff Getty, MD, Business & Transaction Advisory, Callan Family Office 11:30 am to 12:15 pm – Featured Keynote - "Swimming with the Sharks: Navigating Alternative Waters & Professional Sports Teams” Rashaun Williams, Venture Capitalist, Limited Partner, Atlanta Falcons, Guest Shark,  ABC's Shark Tank 12:15 pm to 1:45 pm – DealConnect Lunch & Networking Alternative Investment Summit - Afternoon Agenda: 12:15 pm to 1:45 pm – LP-only Lunch & Roundtable Discussion Invite-only and sponsored by Star Mountain Capital 1:45 pm to 2:30 pm – Alternative Investment Panel on Private Credit - "Rise of Private Credit – LPs Assess the Next Phase in the Credit Cycle" Moderator & Keynote – Brett Hickey, Founder & CEO, Star Mountain Capital Case Fell, Partner, Third Lake Partners Peter Lipson, Managing Director, HarbourVest Partners Charles Balducci, Managing Director, Merrill Lynch Wealth Management 2:40 pm to 3:20 pm – Featured Fireside Chat - “Business Growth in Atlanta: A Tale of Investment, Collaboration & Technology” Moderator – William Kelly, Founder, Educational Alpha & Former CEO, CAIA Donald Beamer, Senior Tech Advisor, City of Atlanta Mohamed Balla, Chief Financial Officer, City of Atlanta 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 – James Challen, CEO, LCG Associates Chris Dardaman, Managing Director, Altera Investments Joe LaTurner, Founder & Principal, KJLK & Co. Christopher Genovese, Managing Director, Portfolio Advisors Marek Olszewski, Co-Founder & Managing Partner, Catalus Capital 4:45 pm to 5:30 pm – Alternative Investment Panel Discussion on Secondaries - “Secondaries Reach New Heights in Private Equity & Credit” Moderator – Catherine Abely, Principal, Alternatives, Mercer Ravi Ugale, Managing Director, Star Mountain Capital Tom Tull, Former Chief Investment Officer, Employees Retirement System of Texas Douglas Poetzsch, Director, IEQ Capital 5:30 pm to 6:30 pm – Cocktails, Hors D’oeuvres & Special Guest Performance “Savor Your Senses” musical tasting experience 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 February 27, 2025. 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

https://www.youtube.com/watch?v=8llThPA3vIo 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, bankers, and business owners will be in attendance. DealConnect Summit - Morning Agenda: 10:30 am to 11:00 am - Registration & Coffee Reception 11:00 am to 11:45 am – DealConnect Panel Discussion - "Deal Sourcing in the Lower Middle-Market: Private Credit, Private Equity & SBIC Funds” Moderator – Alan Roth, Partner, Winston & Strawn Chris Goodwin, Managing Director, Star Mountain Capital Laura Lester, Founding Partner, Onward Capital Jason Sutherland, Managing Director, Brown Gibbons Lang & Company 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 1:45 pm to 2:40 pm – Alternative Investment Panel Discussion - "Rise of Private Credit – LPs Assess the Next Phase in the Credit Cycle" Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund Jeff Tack, Deputy Chief Investment Officer, Rush University Medical Center Christian McCormick, Senior Consultant, NEPC Erik Falk, Head of Strategy, Partner, Magnetar 2:40 pm to 3:30 pm – Fireside Chat - "Fireside Chat on Minority, Women & Disabled Veteran-Owned Business Deals" Moderator – Louis Kosiba, Annuitant Trustee and former Executive Director, Illinois Municipal Retirement Fund James Clayborne, Majority Owner, Clayborne & Wagner and former Senate Majority Leader, Illinois State Senate 3:30 pm – Coffee & Networking Break 4:00 pm to 4:45 pm – Alternative Investment Panel Discussion - “Challenges & Opportunities for Private Equity in a Changing Rate Environment” Moderator – Donald Lennard, Senior Consultant, DeMarche Associates Joshua Rogers, CEO & Founder, Arete Wealth Dennis Duerst, former President, 3M Investment Management Corporation 4:45 pm to 5:30 pm – Alternative Investment Panel Discussion - “Secondaries Reach New Heights in Private Equity & Credit” Moderator – Evan Frazier, Senior Research Analyst, Marquette Associates  Michael Patock, Investment Officer, Rotary International Investment Office Matt Schaefer, Chief Operating & Financial Officer, AIR Asset Management Chris Goodwin, Managing Director, Star Mountain Capital 5:30 pm to 6:30 pm – Cocktails, Hors D’oeuvres & Special Guest Performance “Savor Your Senses” musical tasting experience 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 September 23, 2024. 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

https://www.youtube.com/watch?v=dDwxY1lcriQ Private Markets Insider (PMI) is excited to partner with Harvard Alumni Entrepreneurs (HAE) to host an event for the Harvard community and friends. This summit brings 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, bankers, and business owners will be in attendance. DealConnect Summit - Morning Agenda: 10:30 - 11:00 am -- Registration & Coffee Reception 11:00 - 11:45 am -- DealConnect Panel Discussion -- "Deal Sourcing in a Changing Market" Moderator -- Bruce March, Co-Chair, Global Corporate Practice, Greenberg Traurig David DiPaolo, Managing Director, Star Mountain Capital Leigh Randall, Managing Partner, Topspin Consumer Partners Maury Bradsher, Founder & CEO, District Equity Stephen Valentino, President, Rockefeller Global Investment Banking 12:00 - 1:30 pm -- DealConnect Lunch & Networking Alternative Investment Summit - Afternoon Agenda: 12:00 - 1:30 pm -- LP-Only Lunch & Roundtable Discussion - Invite-only and sponsored by Star Mountain Capital 1:45 - 2:35 pm -- Alternative Investment Panel -- "Rise of Private Credit -- LPs Assess the Next Phase in the Credit Cycle" Moderator – Brett Hickey, Founder & CEO, Star Mountain Capital Zhuoying (Joy) Xu, Senior Investment Director, Verizon Investment Management Corp. John Tassone, Managing Director, Investments, FFT Wealth Management Charles Balducci, Managing Director, Merrill Lynch Wealth Management Balaj Singh, Vice President / Senior Private Markets Analyst, Meketa Daniel Pietrzak, Partner & Global Head of Private Credit, KKR  2:35 - 2:55 pm -- Discussion on Macroeconomic Considerations Moderator – John Bowman, President, CAIA Association Ryan Sweet, Chief US Economist, Oxford Economics 2:55 - 3:30 pm -- Fireside Chat Moderator – John Bowman, President, CAIA Association Robert Kaplan, Vice Chairman, Goldman Sachs & former CEO, Federal Reserve Bank of Dallas  3:30 - 4:00 pm -- Coffee & Networking Break 4:00 - 4:45 pm -- Alternative Investment Panel Discussion --"Challenges & Opportunities for Private Equity in the Current Environment" Moderator – Kate Carlson, Managing Director, Franklin Park Jim Herrington, Private Equity Investment Officer, West Virginia Investment Management Board Liza Truax, Single Family Office Advisor and Managing Partner, Elevate Operating Companies David Andryc, Head of US Co-Investments,  LGT Capital Partners Sam Katz, Managing Partner, TZP Group  4:45 - 5:30 pm -- Alternative Investment Panel Discussion -- "Secondaries Reach New Heights in Private Equity & Credit" Moderator – Christian McCormick, Senior Consultant at NEPC Adele Gorrilla, Chief Investment Officer, Attinger Lynnette Ferguson, Head of Investment Specialists Americas, J.P. Morgan Asset Management Ben Webb, Principal, Director of Manager Selection and Implementation, Balentine Bruce Eatroff, Managing Director, Star Mountain Capital 5:30 - 7:00 pm - Cocktails, Hors D'oeuvres & Special Guest Performance Ticket Pricing: Investors will receive a complimentary LP 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 $1200 – Full Summit Pass – morning and afternoon segments 25% Early Bird discount available through August 12, 2024. Further discounts are available for supporters (25%) and members (50%) of the Harvard community via Harvard Alumni Entrepreneurs. We welcome input toward our collective goal of facilitating peer-to-peer connections around portfolio construction and dealmaking among Insiders in the Private Markets. Speakers: