Harvard Alumni Entrepreneurs is excited to partner with Private Markets Insider to host an event for the Harvard community and friends.
The Alternative Investment & Business Owner 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 day starts off with an LP-only lunch featuring a keynote speaker sponsored by Star Mountain Capital and Greenberg Traurig.
Afterward, senior Institutional Investors (LPs) and market-leading Fund Managers (GPs) will discuss current market trends and strategies to optimize capital protection and returns.
A series of panels follows, discussing best practices for businesses looking to raise capital, make acquisitions, or sell their businesses in a complex environment.
Plus ample time for networking during coffee breaks, cocktails, and a special guest performance.
Institutional Limited Partner Investor (LPs) Participants Include:
General Electric Pension, YMCA Retirement Fund, Merrill Lynch Wealth Management, 26 North, Flexstone Partners, Summit Trail Advisors, 26 North, Brodie Generational Capital, and BPEA.
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
Tickets
Harvard alumni (including executive programs) – $250
Non-Harvard alumni – $350
Qualifying Institutional and Family Office Limited Partners – Free upon approval via PMI registration link*
Please note that limited tickets are available for different types of attendees for this curated forum.
Please register as soon as possible, as attendance is subject to approval due to limited capacity. A payment link will be sent upon approval.
Fees are tax-deductible to the extent allowed by law.
Agenda
12:00 pm – LP-only lunch with Keynote Speaker sponsored by Star Mountain Capital
1:15 pm – Discussion on Private Credit: "Rise of Private Credit: LPs Assess the Next Phase in the Credit Cycle"
2:00 pm – Discussion on Private Equity: "Challenges & Opportunities in Private Equity in Current High-Interest Environment”
2:45 pm – Discussion on Secondaries: "Secondaries Reach New Heights in Private Equity & Credit”
3:30 pm – Coffee & Networking Break
3:45 pm – Best Practices for Businesses Looking to Raise Capital: "How to Raise Capital in Challenging Times"
4:30 pm – Case Studies of Successful Growth & Sales of Businesses: “Healthy Outcomes Seen from All Sides”
5:15 to 6:15 pm – Cocktails, Hors D’oeuvres & Networking with Special Guest Performance
Speakers Include:
Jennie Benza, Private Markets, General Electric Corporate Pension Plan
Katherine Grant, Managing Director, YMCA Retirement Fund
Dylan Tate, Chief Investment Officer, NYSNA Pension Plan
Brett Hickey, Founder & Managing Partner, Star Mountain Capital
Dan Pietrzak, Global Head, Private Credit, KKR
Christopher Hopkins, Vice President, Investments, Summit Trail Advisors
Jay Patel, Private Markets Senior. Investment Due Diligence Analyst, Albourne Partners.
Albert Luk, Director of Private Investments, Brodie Capital Partners
Derek Snyder, Partner, Altamar Capital
David Markson, Managing Director, Evercore Group
Stephan Connelly, Managing Director, Star Mountain Capital
Hemali Dassani, Managing Director, CapLink Securities
Charles Balducci, Global Institutional Consultant, Merrill Lynch Wealth Management
Richard Dresdale, Managing Partner, Madison River Capital
Todd Benson, Managing Partner, Herington LLC
Bruce Eatroff, Managing Director, Star Mountain Capital
Jason Young, Partner, BlackBern Partners
Erin DeRuggiero, Chief Digital Officer, Swoop
About Private Market Insiders
Private Markets Insider is an alternative investment network that brings together thought leaders and content in a way that helps investors and business owners build relevant relationships and market intelligence.
Please join HAE as either a: Full Member @ $55/year, Affiliate @ $250/year, Harvard Student @ $25/year, or Friend of HAE (free)
Paid Membership is open to Harvard alumni, faculty, and staff. Student Membership is open to current Harvard students only. Affiliate Membership is a non-Harvard membership open to qualified entrepreneurs and investors.
Go to www.harvardae.org/join
For more information, email info@Harvardae.org