PMI New York: Alternative Investment & Business Owner Summit

Greenberg Traurig, LLP, One Vanderbilt Avenue, New York, NY

September 21, 2023

01:00 PM (EDT)

Private Markets Insider

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:

  1. Institutional Investors and Family Offices.
  2. Senior members of Private Equity, Private Credit, and Secondary investment funds.
  3. 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

General Electric Corporate Pension Plan
Jennie Benza
Private Markets
Star Mountain Capital
Brett Hickey
Founder & Managing Partner at Star Mountain Capital
YMCA Retirement Fund
Katherine Grant
Managing Director
NYSNA Pension Plan
Dylan Tate
Chief Investment Officer
KKR
Dan Pietrzak
Global Head of Private Credit
BlackRock
Deepika Sharma
Global Head of Manager Selection
Albourne Partners
Jay Patel
Private Markets Senior Investment Due Diligence Analyst
Summit Trail Advisors
Christopher Hopkins
Vice President, Investments
Brodie Capital Partners
Albert Luk
Director of Private Investments
One Equity Partners
Dick Cashin
Founder & President (BH)
Star Mountain Capital
Stephan Connelly
Managing Director
Private Markets Insider
Kevin McCaffrey
Managing Member

Ticket Information

Free Tickets for Qualifying Limited Partners via Private Markets Insider (Limited Availability)
Free
Sales Ended: September 22, 2023 12:00 AM
- Already registered for this event.

Registration is not yet available. Thank you for your interest.

Please contact Kevin McCaffrey for additional information or complimentary LP invites.