Northeast Private Equity Conference

Join Us

Scheduled for Thursday, January 23 – Friday, January 24, 2020 at Lotte New York Palace in New York, the Northeast Private Equity Conference offers the perfect opportunity to kick-off the New Year.

Registration is now open!
Click Here to register

Click Here to view a list of the firms currently registered for the 2020 Northeast Private Equity Conference.

The Northeast Private Equity Conference

  • is the first significant networking opportunity in 2020 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!

Event Details

To view the complete agenda, click here.

Thursday, January 23, 2020

12:30 p.m.   Women Investors Networking Luncheon (Invitation only)

3:00 p.m.     Conference Registration Opens

3:30 p.m.     Session: Turnarounds Can Actually Build Value Long-Term
                         Ronald Kerdasha, Fifth Third Business Capital, Session Moderator
                         Michael Goodman, SSG Capital Advisors
                         Tim Lewis, Southfield Capital
                         Abel Osorio, Turnspire Capital Partners

4:30 p.m.     Session: Best Practices for GPs … from the LP’s Perspective
                        Melanie Brensinger, Anagenesis Capital Partners, Session Moderator
                        Kimberli Haywood, Ally Bank Community Reinvestment
                        Kerri Holloway, The Bank of New York Mellon
                        Lisa Kotula, Key Bank Community Development Center
                       Sanna Yamin, Bridge Bank

5:30 p.m.     Session: SBA’s Office of Investment and Innovation 2020 Update
                         Stacey Wittelsberger, Patriot Capital, Session Moderator
                        Art Spivey, Office of Investment, U.S. Small Business Administration

5:30 p.m.     Finding Deals and Building Networks Cocktail Reception

7:30 p.m.     Reception Concludes


Friday, January 24, 2020

7:30a.m.      Conference Registration Opens

7:45 a.m.     Networking Breakfast

9:00 a.m.     Welcome and Sponsor Recognition
                          Stacey Wittelsberger, Patriot Capital, Northeast Region President

9:10 a.m.      Inside Washington from the SBIA’s Perspective
                         Brett Palmer, President, Small Business Investor Alliance

10:00 a.m.    Session: The National Economy in an Election Year
                         John Tamny, Vice President, FreedomWorks

11:00 a.m.     Networking Refreshment Break

11:30 a.m.    Keynote Presentation: The Most Interesting Man in Private Equity
                         Victor Vescovo, Insight Equity

12:30 p.m.    Networking Lunch

1:30 p.m.      Conference Concludes

The Northeast Private Equity Conference is being held on Thursday, January 23 – Friday, January 24, 2020 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 are attending the 2020 Northeast Private Equity Conference.

Registration is now open!
Click Here to register

REGISTRATION PRICING

  • SBIA Members          $550
  • 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 December 26, 2019 to receive a full refund; after December 26, 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 2020 Distinguished Speakers

The Northeast Private Equity Conference speaker lineup includes a variety of experienced industry professionals who are experts in their field. 2020 Conference speakers include:

2020 Keynote Speaker

Victor Vescovo
Managing Partner & Co-Founder
Insight Equity
Keynote Presentation: “The Most Interesting Man in Private Equity”

 


Brett Palmer
President
Small Business Investor Alliance
Session: “Inside Washington from the SBIA’s Perspective”

 

Melanie Brensinger
Founder
Anagenesis Capital Partners
Session: “Best Practices for GPs … from the LP’s Perspective “

 

Michael Goodman
Founding Partner & Managing Director
SSG Capital
Session: “Turnarounds Can Actually Build Value Long-Term “

Kerri Holloway
Vice President and CRA officer
The Bank of New York Mellon
Session: “Best Practices for GPs … from the LP’s Perspective ”

 

Ron Kerdasha
Senior Vice President/Group Head ABL
Fifth Third Business Capital
Session: “Turnarounds Can Actually Build Value Long-Term “

 

Abel Osorio
Partner
Turnspire Capital Partners
Session: “Turnarounds Can Actually Build Value Long-Term”

 

 

John Tamny
Vice President
FreedomWorks
Session: “The National Economy in an Election Year”

 

Stacey Wittelsberger
Senior Vice President
Patriot Capital
Welcome and Sponsor Recognition

Thank You to our 2020 Sponsors

Elite

Winston & Strawn LLP


Platinum



Silver

BDOPolsinelli


Event

 


If you are interested in sponsoring the 2020 Northeast Private Equity Conference, please email events@sbia.org.

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: $230/nt plus tax

The room block is currently SOLD OUT.

January 23 and 24 2020

Lotte New York Palace
455 Madison Avenue
New York , New York 10022

For questions, contact the Event Registrar via email or at 202.628.5055.