Alternative Investment & DealConnect Summit in Los Angeles, CA

Los Angeles, CA

March 5, 2024

10:30 AM (PST)

Alternative Investment & DealConnect Summit in Los Angeles, CA

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.

PMI does not share any contact details or input gathered via applications for these complementary sessions:

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, networking & 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 

2:40 pm – Keynote by Robert Kaplan. His former roles include:

    • Federal Reserve Bank of Dallas – CEO and President
    • Harvard Management Company – interim CEO in 2007
    • Harvard Business School – Sr. Assoc. Dean and Martin Marshall Professor of Management Practice
    • Goldman Sachs – Vice Chairman, Investment Banking and Investment Management Divisions

3:30 pm – Coffee & Networking Break

4:00 pm – Alt Investment panel – “Challenges & Opportunities for Private Equity in the Current Environment”

  • Moderator – David HarveyCo-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 & golf simulator sessions

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:

  • Tuesday, March 5th – 10:30 am to 6:45 pm PT
  • Blank Rome – Beverly Hills, CA office and event space accessed from lobby


Federal Reserve Bank of Dallas
Robert Kaplan
Former CEO
Colorado Public Employees' Retirement Association
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
Mitch Clemente
Pathway Capital Management
Star Mountain Capital
Brett Hickey
Founder & Managing Partner at Star Mountain Capital
KKR Private Credit
Ryan Wilson
Chief Operating Officer
Presidio Investors
Victor Masaya
Managing Partner
TZP Group
Vlad Gutin
Balmoral Funds
David Shainberg
Managing Director
Regional President, Southeast
Willy Gomez
Woodforest National Bank
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
Managing Member

Ticket Information

LP pass – apply for appropriate sessions (LA)
DealConnect pass – Early Bird Discount (LA)
Alternative Investment pass – Early Bird Discount (LA)
Summit full pass – Early Bird Discount (LA)

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

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