Past Events

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.

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Tickets are sold out for this exclusive event.   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 agenda: 10:30 am - Registration & coffee reception 11:00 am - DealConnect panel – "Deal Sourcing in a Changing Market" Moderator – David Parsly, Partner at Blank Rome Brett Hickey, Founder & CEO at Star Mountain Capital David Shainberg, Managing Director at Balmoral Funds Willy Gomez, Regional President, Southeast at Woodforest National Bank Daniel Hoverman, Head of Corporate & Investment Banking at Texas Capital Bank 12:00 pm – DealConnect Lunch & Golf Simulator Sessions Alternative Investment Summit agenda: 12:30 pm - LP-only lunch & roundtable discussion sponsored by Star Mountain Capital 1:45 pm - Alt Investment panel – "Rise of Private Credit – LPs Assess the Next Phase in the Credit Cycle" Moderator – Brett Hickey, Founder & CEO at Star Mountain Capital Gary Ratliff, Director of Alternative Investments at Colorado Public Employees' Retirement Association  Rose Dean, Partner & Senior Investment Consultant at NEPC Tom Tull, former Chief Investment Officer at Employees Retirement System of Texas Ryan Wilson, Chief Operating Officer at KKR Private Credit 2:45 pm - Keynote presentation, Q&A session Robert Kaplan– Former CEO of the Federal Reserve Bank of Dallas "Current Economic Conditions & Implications for Business Leaders" 3:30 pm – Coffee & Networking Break 4:00 pm - Alt Investment panel – “Challenges & Opportunities for Private Equity in the Current Environment” Moderator – David Harvey, Co-Founder & President at Harvey & Company Victor Masaya, Managing Partner at Presidio Investors Vlad Gutin, Partner at TZP Group Sam Bakhshandehpour, President and Board Member at José Andrés Group 4:30 pm - Alt Investment panel – “Secondaries Reach New Heights in Private Equity & Credit” Moderator – Daniel Roddick, Founder at Ely Place Partners Parker Bush, Deputy CIO at CoastEdge Partners Chris Goodwin, Managing Director at Star Mountain Capital Mitch Clemente, Principal at Pathway Capital Management 5:15 pm to 6:45 pm – Cocktails, hors d’oeuvres & entertainment 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: $300 – DealConnect pass – morning segment $800 – Alternative Investment pass – afternoon segment $1000 – Full Summit pass – morning and afternoon segments 25% Early Bird discount available through February 5, 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. Time & Location: Thursday, September 12th – 10:30 am to 6:45 pm Greenberg Traurig – New York, NY office Speakers:

Tickets are sold out for this exclusive event.   Private Markets Insider (PMI) brings together thought leaders in alternative investments seeking to optimize capital protection and returns. This collaborative program enables peer-to-peer sharing of valuable insights on current market trends, opportunities, and challenges. PMI begins the agenda with a keynote presentation led by Robert Kaplan: Federal Reserve Bank of Dallas – CEO & President Harvard Management Company – Interim CEO for Harvard University Endowment in 2007 Harvard Business School – Senior Associate Dean and the Martin Marshall Professor of Management Practice Goldman Sachs – Vice Chairman, Investment Banking and Investment Management Divisions Robert Kaplan discusses monetary, fiscal, and broader economic policy: How did the economy get to where it is today? Where is it likely to go from here? What key fundamental and structural drivers influence US and global economies? Can the Private Markets investors look past short-term, cyclical developments which tend to dominate discussions about economic conditions? In the following panels, senior institutional fund investors (LPs) and market-leading fund managers (GPs) address opportunities in Private Credit and Secondaries, two of the most-discussed investment strategies, as we consider current trends and Robert’s timely insights. Panel Speakers Include: Derrick Dagnan, CIO of Fort Worth Employees' Retirement Fund Prior Deputy CIO of the Tennessee Consolidated Retirement System Proven record in investments and building pension plans, endowments, and defined contribution plans Brian Collett, Chief Investment Officer of Missouri Local Government Employees Retirement System Managing LAGERS’ investments, advisor to the LAGERS’ Board of Trustees Prior Sr. Research Manager of SC Retirement Systems and Sr. Technology Analyst of Russell Investment Group Jamil McNeal, Director of Investments - Credit and Private Markets at True North Advisors True North fund construction and client allocation roles in Private Equity, Credit, and Secondaries Investment Advisory Committee member for Dallas Police & Fire Pension System Ryan Bailey, CIO & Managing Partner at Paradigm Institutional Investments Former Head of Investments at Children’s Health System of Texas, overseeing $2bn in assets Former Co-Founder and Chief Investment Officer for Carbonado Partners Christie Hamilton, Director, Content & Investment Research at CAIA Association Managing LAGERS’ investment portfolio, serving as the investment advisor to the LAGERS’ Board of Trustees Prior role at Children's Health as Interim Head of Investments and Director of Investments Rony Ma, Managing Director, Credit at KKR Global Corporate Private Credit Investment Committee and Portfolio Manager, KKR Private Credit Brett Hickey, Founder & CEO at Star Mountain Capital Founded one of the largest specialty asset management firms focused exclusively on the lower middle-market with ~$3.5bn AUM and ~80 full-time staff Peter Baldwin, Director, Investments at Tolleson Wealth Management Managing sourcing, diligence, and monitoring of the private investment portfolio for one of the largest multi-family office firms in Texas Chris Goodwin, Managing Director at Star Mountain Capital Completed over $6.5B of private equity and credit investments as Co-Head of US Merchant Banking, BNP Paribas The day offers ample time for networking during coffee breaks and cocktails. Eligible Attendees: Institutional Investors and Family Offices Senior members of Private Equity, Private Credit, and Secondary investment funds Business Owners and C-level executives looking to raise capital, make acquisitions, or sell their businesses Time & Location: Tuesday, October 17; 12pm to 6pm Dallas location to be shared upon completed registration Topics & Agenda: 12:30 pm – Invite-only LP lunch discussion with Rober Kaplan hosted by Star Mountain Capital 2:00 pm – Keynote Presentation – Robert Kaplan (former CEO of Dallas Fed) “Current Economic Conditions and Structural Drivers of the Economy” 3:00 pm – Panel 1 – Discussion on Private Credit "Rise of Private Credit: LPs Assess the Next Phase in the Credit Cycle" Brett Hickey, Founder & CEO at Star Mountain Capital Brian Collett, CIO of Missouri Local Government Employees Retirement System Derrick Dagnan, CIO of Fort Worth Employees' Retirement Fund Jamil McNeal, Director of Investments - Credit and Private Markets at True North Advisors Rony Ma, Managing Director, Credit at KKR 3:45 pm – Networking Break 4:15 pm – Panel 2 – Discussion on Secondaries "Secondaries Reach New Heights in Private Equity & Credit” Christie Hamilton, Director, Content & Investment Research atCAIA Association   Peter Baldwin, Director, Investments at Tolleson Wealth Management Chris Goodwin, Managing Director at Star Mountain Capital Ryan Bailey, CIO & Managing Partner at Paradigm Institutional Investments 5:00 pm – Cocktails, Hors D’oeuvres & Networking   RSVP: Attendance subject to approval due to limited capacity. Please respond, register online here, and/or suggest time to discuss how you may fit into productive discussions: Attendance subject to approval due to limited capacity. Please register online using the link above. Or respond to Kevin McCaffrey, Managing Member at Kevin@PrivateMarketsInsider.com by Monday, 10/16 and suggest time to discuss how you may fit into productive discussions and options to participate. Pricing: Qualifying Institutional & Family Office Limited Partners – LPs free upon approval Relevant Corporate & General Partners – Sponsor fees to be discussed Speakers

Tickets are sold out via Harvard Alumni Entrepreneurs (HAE). Limited space for LPs and the wait list can be accessed via application here at Private Markets Insider (PMI). click here to view options at HAE Event Information: Private Markets Insider is excited to partner with Harvard Alumni Entrepreneurs to host an event for the Harvard community and friends. (Agenda below) This summit brings together thought leaders in alternative investments, including institutional investors, fund managers, and C-level executives to share valuable insights and network around current market trends, opportunities, and challenges. The agenda below starts off with an LP-only lunch hosted by Star Mountain Capital. Afterward, senior Institutional Investors (LPs) and market-leading Fund Managers (GPs) will discuss current market trends and strategies to optimize capital protection and returns. Additional panels address best practices for businesses looking to raise capital, make acquisitions, or sell their businesses in a complex environment. The day offers ample time for networking during coffee breaks, cocktails, and a special guest performance. Topics & Agenda: 12:00 pm – Invite-only LP lunch hosted by Star Mountain Capital 1:15 pm – Panel 1 – Discussion on Private Credit "Rise of Private Credit: LPs & GPs Assess the Next Phase in the Credit Cycle" Erik Falk, Partner at Magnetar Capital Jennie Benza, Private Markets at General Electric Pension Katherine Grant, Managing Director at YMCA Retirement Fund Dylan Tate, Chief Investment Officer at NYSNA Pension Plan David DiPaolo, Managing Director at Star Mountain Capital Daniel Pietrzak, Global Head of Private Credit at KKR 2:00 pm – Panel 2 – Discussion on Private Equity “Challenges & Opportunities for Private Equity in Current High-Interest Rate Environment” Deepika Sharma, Global Head of Manager Selection at BlackRock Christopher Hopkins, VP, Investments at Summit Trail Advisors Albert Luk, Director of Private Investments at Brodie Generational Capital Partners Dick Cashin, Founder & President at One Equity Partners Dan Gaspar, Partner at TZP Group 2:45 pm – Panel 3 – Discussion on Secondaries "Secondaries Reach New Heights in Private Equity & Credit” Jay Patel, Sr Investment Analyst at Albourne Partners Jeffrey Bollerman, Managing Director, Private Capital Advisory at Raymond James Derek Snyder, Partner at AltamarCAM Partners David Markson, Managing Director at Evercore Group Stephan Connelly, Managing Director at Star Mountain Capital 3:30 pm – Coffee & Networking Break 4:00 pm – Panel 4 – Best Practices for Funds & Businesses Raising Capital "Market Trends & Top Strategies for Fundraising" Hemali Dassani, Managing Director at CapLink Securities Paul Petterson, Asst VP at Merrill Lynch Wealth Management Richard Dresdale, Senior Managing Director at Madison River Capital 4:45 pm – Panel 5 – Case Studies of Successful Growth & Sales of Businesses “Aligning Interests and Capitalizing on Demographic and Market Trends” Todd Benson, Managing Partner at Herington LLC Bruce Eatroff, Managing Director at Star Mountain Capital Jason Young, Partner at BlackBern Partners Erin DeRuggiero, former CEO at TI Health (current CDO at swoop) 5:30 to 6:30 pm – Cocktails, Hors D’oeuvres, Networking & Special Guest Performance Eligible Attendees: Institutional Investors and Family Offices. Senior members of Private Equity, Private Credit, and Secondary investment funds. Business Owners and C-level executives looking to raise capital, make acquisitions, or sell their businesses. Time & Location: Thursday, September 21; 12pm to 6:30pm Greenberg Traurig, LLP at One Vanderbilt Avenue, New York, NY *RSVP: Attendance for various segments are subject to approval due to limited capacity. Speakers

Private LP dinner discussions hosted by PMI Event Partner, Star Mountain Capital. Star Mountain Capital expands on Private Credit insights offered at the Carmo "Private Markets Canada Meeting."

Accelerate Investors, in partnership with WAVE, hosts topical panels at this annual gathering of allocators and investment managers. Find more details on (Women's Association of Venture & Equity) WAVE events here.

Note - "Private Partner Event - details available only on request." PMI Partner event featuring topical discussions and networking. Participants include: Willett Advisors, Lazard FO, Pritzker FO, Misha Investments, CIG, Jeffries FO, Witter FO, Caymus Equity, Martis Capital, Red Arts Capital, Sequel Holdings, Star Mountain Capital, Vista Equity Partners, VSS...

Agenda 3:00pm – Pre-screened LP/GP meetings begin (via mutual request) 3:30pm – General Registration &  Coffee Reception 4:00pm – Panel Discussions – LP & GP Speakers share perspectives on key discussion topics: Panel 1 – “Private Equity Opportunities for 2023” moderated by Marvin Rosen, Shareholder at Greenberg Traurig Cliff Friedman, Chairman of Private Equity Committee at Northwell Health Clodagh Coghlan, Private Equity Principal at StepStone Group Nick Antoine, Co-Founder & Managing Partner at Red Arts Capital John Madden, Managing Partner at Sequel Holdings Panel 2 – “Private Credit Opportunities for 2023” moderated by Michael Burt, Managing Partner at Promethean Investments Gary Gipkhin, Vice President, Private Debt at StepStone Group Howard Gurvitch, Managing Member at Gurvitch Family Office Sophia Mullen, Senior Managing Director at EnTrust Global Ami Samuels, Partner at Gatewood Capital Panel 3 – “Opportunities in Entertainment” moderated by Kevin McCaffrey, Managing Member at Private Markets Insider Adi Divgi, Managing Director at Legacy Wealth Management Brian DeLucia, Managing Partner at Arrivato, LLC Jonathan Bross, Managing Partner at Ashland Hill Media Finance Tom Gearing, CEO & Co-Founder at Cult Wine Investment moderated by Marvin Rosen, Shareholder at Greenberg Traurig 5:00pm – Cocktails & Networking  6:00pm – Dinner & Savor Your Senses® experience – World-class live music paired with wine and whisky woven into interactive dinner conversation. Speakers Photo Galleries Part 1 starting at 3pm – Registration, private LP-GP meetings (on request), LP panels, and cocktails / networking Part 2 starting at 6pm – Dinner discussions woven into world-class musical performances & whisky/wine tastings (Savor Your Senses® experience)

LP-GP meetings, topical panels on Private Equity & Private Credit, cocktails & networking, and LP dinner & world-class entertainment​ Agenda 3:00pm – Pre-screened LP/GP meetings on request 3:30pm –General Registration & Reception 4:00pm –Panel 1 – “Private Equity for Peak Performance” 4:30pm –Panel 2 – “Private Credit for Turbulent Times” 5:00pm –Panel 3 – “Creative Structures, Deals & Family Offices” 5:30pm – Cocktails & Networking  6:00pm – Dinner & Savor Your Senses® experience – World-class live music paired with wine and whisky woven into interactive dinner conversation. Speakers Photo Gallery Part 1 starting at 3pm – Registration, private LP-GP meetings (on request), LP panels, and cocktails/networking. Part 2 starting at 6pm – Dinner discussions woven into world-class musical performances & whisky/wine tastings (Savor Your Senses experience)

LP-GP panels on Private Equity & Private Credit Speakers include: MetLife Investment  Management; 747 Capital; Alta Capital Group; Calibrium AG | Sponsored by: Hamilton Robinson; Gabriel Horn Capital Agenda Investors and other Insiders take us "Back to School on Private Equity" 11:00 am ET – Introductory Comments 11:05 am ET – Panel Discussion – “How is History Shaping Current Events in Private Equity?” Moderator: Speakers: 11:40 am ET – Featured Fund Strategy: Hamilton Robinson – “Performance via Consistency & Co-Investments” 11:45 am ET – Panel Discussion – “Investing for Peak Performance in Private Equity” Moderator: Speakers:

LP-GP meetings, topical panels on Private Equity & Private Credit, cocktails & networking, and LP dinner & world-class entertainment. Speakers include: City of Stamford; Cheltenham Enterprises; Star Mountain Capital; Felicitas Global Partners | Sponsored by: Gabriel Horn Capital; Promethean Investments   https://youtu.be/kQDDMOXgogU Agenda 11:00 am ET – Introductory Comments 11:05 am ET – Featured Presentation #1: "Opportunities in the Lower Middle-Market" 11:10 am ET – Panel Discussion #1: "Secondaries & Sustainable Portfolios" 11:50 am ET – Featured Presentation #2: "Consumers & Creative Deal Structures" 11:55 am ET – Panel Discussion #2: "New Opportunities in Turbulent Times" Speakers

LP-GP panels on Private Equity & Private Credit Speakers include: abrdn (aka Aberdeen Asset Management); Morgan Stanley; Knightsbridge Advisers; Northleaf Capital Partners; Evanston Capital Management; HRG Group (aka Gurvitch Family Office) | Sponsored by: Gabriel Horn Capital Agenda "Themes Going Mainstream in Private Markets" 11:00 am ET – Introductory Comments 11:05 am ET – Panel Discussion: “Secondaries, Co-Investing, Blockchain and once-esoteric themes going mainstream”

LP-GP panels on Private Equity & Private Credit Speakers include: Aberdeen Standard Investments; Moreland Management Company; Delta-v Capital; ALTI | Sponsored by: Star Mountain Capital; Callodine Strategic Credit; Gabriel Horn Capital Agenda Investors and other Insiders discuss "Long Haul Effects on Private Markets 11:00 am ET – Introductory Comments 11:05 am ET – Panel Discussion – “Changes & Opportunities in Private Equity”Moderator: Speakers: 11:45 am ET – Panel Discussion – “Changes & Opportunities in Private Credit” Moderator: Speakers:

LP-GP panels on Private Equity & Private Credit Speakers include: PA Capital; Gatewood Capital; Marquette Associates; Siguler Guff; StepStone Group; Hamilton Robinson; Alpha Square Group | Sponsored by: Gabriel Horn Capital Agenda "reOPENing and reINVESTing in Private Markets" 11:00 am ET – Introductory Comments 11:05 am ET – Panel Discussion – “State of the Reopening & Private Markets” Moderator: Speakers: 11:45 am ET – Featured Fund: Hamilton Robinson “Performance via Consistency & Co-Investments” 11:50 am ET – Panel Discussion –  “Investing for Peak Performance in Private Equity” Moderator: Speakers: