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”
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- 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:
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- 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
- Investors will receive a complimentary LP pass
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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:
