Northeast Private Equity Conference

Join Us

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!

Event Details

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.

REGISTRATION PRICING

  • 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:

Justin Kaplan
Partner
Balance Point Capital
Carl Kopfinger
Senior Vice President & Managing Director
TD Bank
Brett Palmer
President
Small Business Investor Alliance
Kris “Tanto” Paronto
Former Ranger, 2nd Battalion, 75th Regiment
Security and Military Consultant, Hero of Benghazi Attack
Kären Olsen
BalMed Group, LLC
Moritz Poehl
Co-Founder & Managing Partner
Everside Capital Partners
Nellie Quintana
Chief Executive Officer
Fleetwood Fixtures/High Country Millwork
Fotios Raptis
Senior International Economist
TD Economics
Stacy Wittelsberg
Senior Vice President
Patriot Capital
Jonathan Wilson
Senior Portfolio Manager
Kemper Corporation

Thank You to our 2019 Sponsors

 

Elite

BKDWinston & Strawn LLPHogan Lovells


Platinum

RSMEversheds Sutherland
Pepper Hamilton


Gold

Foley Hoag


Silver

BDOPEFBlank Rome
Cohn ReznickPolsinelli
Locke Lord
Robinson Cole


Event

Zook Dinon
Ice MillerMcGuireWoods

 

 

 

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.

January 24 and 25 2019

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.