Northeast Private Equity Conference
Scheduled for Thursday, January 24 – Friday, January 25, 2019 at Lotte New York Palace in New York, the Northeast Private Equity Conference offers the perfect opportunity to kick-off the New Year.
Click Here to view a list of the firms that attended the 2019 Northeast Private Equity Conference.
Expand Your Network
The Northeast Private Equity Conference…
- is the first significant networking opportunity in 2019 in the region
- attracts nearly 200 lower middle market fund managers, limited partners, investment bankers, and industry professionals
- offers a close collegial networking environment, with senior-level decision makers, so it’s the perfect opportunity to enjoy cocktails and hors d’oeuvres while finding your next deal!
View the full conference agenda by clicking here.
Thursday, January 24, 2019
12:30 p.m. Women Investors Networking Luncheon (Invitation only)
3:00 p.m. Conference Registration Opens
3:30 p.m. General Session: Portfolio Company Perspectives – Challenges and Opportunities
Stacey Wittelsberger, Patriot Capital, Panel Moderator
Kären Olson, BalMed Group, LLC
Nellie Quintana, Fleetwood Fixtures/High Country Millwork
4:40 p.m. General Session: Today’s Investing Climate from the Limited Partners’ Chair
Justin Kaplan, Balance Point Capital, Panel Moderator
Carl Kopfinger, TD Bank
Mortiz Poehl, Everside Capital Partners
Johnathan Wilson, Kemper Corporation
5:30 p.m. Finding Deals and Building Networks Cocktail Reception
7:30 p.m. Reception Concludes
Friday, January 25, 2019
7:00a.m. Conference Registration Opens
7:45 a.m. Networking Breakfast
9:00 a.m. Welcome and Sponsor Recognition
Justin Kaplan, Balance Point Capital, Northeast Region President
9:10 a.m. General Session: The Washington Update
Brett Palmer, President, Small Business Investor Alliance
10:00 a.m. General Session: The Cost of Doing Business in the Year Ahead: An Economic Forecast
Fotios Raptis, Senior International Economist, TD Economics
11:00 a.m Networking Refreshment Break
11:30 a.m. Keynote Presentation: Lessons for Leadership for a New World
Kris “Tanto” Paronto, Former Ranger, 2nd Battalion, 75th Regiment
Security and Military Consultant, Hero of Benghazi Attack
12:30 p.m. Networking Lunch
1:30 p.m. Conference Concludes
The Northeast Private Equity Conference is being held on Thursday, January 24 – Friday, January 25, 2019 and offers attendees the opportunity to meet and network with lower middle market fund managers, limited partners, intermediaries, and select professional service providers.
Click Here to view firms who attended the 2019 Northeast Private Equity Conference.
- SBIA Members $550
- SBIA Additional Members $495
- Non Members* $675
For questions, contact the Event Registrar via email or at 202.628.5055.
*Please Note: We are limiting attendance from Professional Service Providers (e.g. accountants, consultants, fund administrators, lawyers, due diligence professionals, etc.) to only those firms who are sponsors of the event or members of SBIA. For questions, please contact us at (202) 628-5055.
Cancellation Policy: To cancel your conference registration, please send an email to the Event Registrar on, or before January 10, 2019 – to receive a full refund; after January 10, 2019, no refund is available. You may transfer your registration to another member of your firm, by sending us an email. SBIA regrets that refunds will not be given for no-shows.
Meet Our Distinguished Speakers
The Northeast Private Equity Conference speaker lineup includes a variety of experienced industry professionals who are experts in their field. 2019 Conference speakers include:
Small Business Investor Alliance
BalMed Group, LLC
To inquire about 2019 sponsor opportunities, contact us via email.
As a courtesy for the registrants of the Northeast Private Equity Conference, there is a room block at:
Lotte New York Palace
455 Madison Avenue at 50th Street
New York, NY 10022
Tel: 212.303.7760 or 800.697.2522
Rate: $220/nt plus tax
Unless sold out sooner, the last day to secure a room reservation within the room block is January 2, 2019.