Alternative Investment & DealConnect Summit in Los Angeles, CA

Los Angeles, CA

March 5, 2024

10:30 AM (PDT)

Alternative Investment & DealConnect Summit in Los Angeles, CA

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


Goldman Sachs
Robert Kaplan
Partner and Vice Chairman
Gary Ratliff
Director of Alternative Investments
Rose Dean
Partner & Senior Investment Consultant
CoastEdge Partners
Parker Bush
Deputy Chief Investment Officer
Employees Retirement System of Texas
Tom Tull
former Chief Investment Officer
Pathway Capital Management
Mitch Clemente
Star Mountain Capital
Brett Hickey
Founder & CEO
KKR Private Credit
Ryan Wilson
Chief Operating Officer
Presidio Investors
Victor Masaya
Managing Partner
TZP Group
Vlad Gutin
Balmoral Funds
David Shainberg
Managing Director
Woodforest National Bank
Willy Gomez
Regional President, Southeast
Blank Rome
David Parsly
José Andrés Group
Sam Bakhshandehpour
President and Board Member
Texas Capital Bank
Dan Hoverman
Head of Corporate & Investment Banking
Private Markets Insider
Kevin McCaffrey
Founder & Managing Director

Ticket Information

LP pass – apply for appropriate sessions (LA)
Sales Ended: March 5, 2024 11:00 PM
- Already registered for this event.
DealConnect pass – Early Bird Discount (LA)
Sales Ended: March 5, 2024 09:00 AM
- Already registered for this event.
Alternative Investment pass – Early Bird Discount (LA)
Sales Ended: March 5, 2024 09:00 AM
- Already registered for this event.
Summit full pass – Early Bird Discount (LA)
Sales Ended: March 5, 2024 08:30 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.