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Alternative Investment & DealConnect Summit

  • Greenburg Traurig, LLP One Vanderbilt Ave New York, New York United States (map)

Harvard Alumni Entrepreneurs is excited to partner for the second year with Private Markets Limited tickets available. Proceeds benefit HarvardAE.

This year’s networking and content will feature a range of thought leaders including:

KEYNOTE SPEAKER

  • Robert Kaplan, Vice Chairman at Goldman Sachs & former CEO at the Federal Reserve Bank of Dallas

SPEAKERS:

  • Zhuoying (Joy) Xu, Senior Investment Director at Verizon Investment Management Corp.

  • Jim Herrington, Private Equity Investment Officer at West Virginia Investment Management Board

  • John Tassone, Managing Director, Investments at FFT Wealth Management

  • Adele Gorrilla, Chief Investment Officer at Attinger

  • Lynnette Ferguson, Head of Investment Specialists Americas at J.P. Morgan Asset Management

  • Ben Webb, Principal, Director of Manager Selection and Implementation at Balentine

  • Christian McCormick, Senior Consultant at NEPC

  •  Balaj Singh, Vice President / Senior Private Markets Analyst at Meketa

  • David Andryc, Head of US Co-Investments at LGT

  • Liza Truax, Single Family Office Advisor and Managing Partner at Elevate Operating Companies

  • Charles Balducci, Managing Director at Merrill Lynch Wealth Management

  • John Bowman, President at CAIA Association

  • Ryan Sweet, Chief US Economist at Oxford Economics

  • Daniel Pietrzak, Partner & Global Head of Private Credit at KKR

  • Brett Hickey, Founder & CEO at Star Mountain Capital 

  • Maury Bradsher, Founder & CEO at District Equity

  • Sam Katz, Managing Partner at TZP Group

  • Leigh Randall, Managing Partner at Topspin Consumer Partners

  • Stephen Valentino, President at Rockefeller Global Investment Banking

  • David DiPaolo, Managing Director at Star Mountain Capital

  • Bruce March, Co-Chair, Global Corporate Practice at Greenberg Traurig

TICKETS*

HarvardAE Paid Members: $600

General Admission: $900

*Plus transaction fees

Prices listed on Private Markets Insider (PMI): $1200

Fees are tax-deductible to the extent allowed by law.

Free passes for Institutional or Family Offices typically making $5m+ fund investments are preferred. Please reach out to PMI directly and mention HarvardAE: kevin@privatemarketsinsider.com


Topics & Agenda: Alternative Investment & DealConnect Summit:

Morning – DealConnect Summit

  • Registration & Coffee Reception

  • DealConnect Panel on Deal Sourcing

  • DealConnect Lunch & Networking

Afternoon – Alternative Investment Summit

  • LP-Only Lunch & Roundtable Discussion Sponsored by Star Mountain Capital

  • Panel Discussions on Private Credit, Private Equity & Secondaries

  • Cocktails, Hors D’oeuvres & Special Guest Performance 


Eligible Attendees:

  • Institutional Investors and Family Offices

  • Senior members of Private Equity, Private Credit, and Secondary investment funds

  • Bankers and other relevant deal sources

  • Business Owners and C-level executives looking to raise capital, make acquisitions, or sell their businesses


About Alternative Investment & Business Owner Summit

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. 


Please join HarvardAE as either a: Full Member @ $55/year, Lifetime Member @ $1,000, Affiliate @ $250/year, Harvard Student @ $25/year, or Friend of HarvardAE (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

Earlier Event: August 20
The Huddle
Later Event: September 17
The Power of Peer Forums