PMI Dallas: Alternative Investment & Business Owner Summit

Dallas, TX

October 17, 2023

12:00 PM (CDT)

PMI Dallas: Alternative Investment & Business Owner Summit

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:

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

Goldman Sachs
Robert Kaplan
Partner and Vice Chairman
Fort Worth Employees' Retirement Fund
Derrick Dagnan
CIO
Missouri Local Government Employees Retirement System
Brian Collett
CIO
Star Mountain Capital
Brett Hickey
Founder & CEO
True North Advisors
Jamil McNeal
Director of Investments - Credit and Private Markets
KKR
Rony Ma
Managing Director, Credit
CAIA Association
Christie Hamilton
Director, Content & Investment Research
Tolleson Wealth Management
Peter Baldwin
Director, Investments
Star Mountain Capital
Chris Goodwin
Managing Director
Paradigm Institutional Investments
Ryan Bailey
CIO & Managing Partner
Private Markets Insider
Kevin McCaffrey
Founder & Managing Director

There are currently no tickets.

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

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