Key Takeaways
- • Private Markets Insider is hosting an Alternative Investment & DealConnect Summit on November 20, 2025, in New York, drawing institutional investors, family offices, fund managers, commercial bankers, investment bankers, and business owners for full-day networking and topical discussions.
- • Morning programming spans two core panel discussions: a technology and AI-focused session featuring executives from Helix Systems, Soal Labs, Star Mountain Capital, and TEDCO, moderated by a Columbia Business School adjunct professor; followed by a lower middle-market deal sourcing panel featuring Bank OZK, Greenberg Traurig, and Callan Family Office advisors.
- • Key speakers include Daniel Kalai (Founder & CEO, Helix Systems), Osman Ghandour (Co-Founder & CEO, Soal Labs), John Polis (Chief Operating & Technology Officer, Star Mountain Capital), and Katherine Hill Ritchie (Senior Director, Venture Funds, TEDCO), positioning technology-enabled value creation and deal sourcing as central themes for alternative investment professionals.
- • The summit format emphasizes relationship-building and expert insights across fund operations, technology applications in general partner value creation, and mid-market deal sourcing strategies—core operational and strategic priorities for the alternative investment community.
Summary
Private Markets Insider will convene the Alternative Investment & DealConnect Summit on November 20, 2025, at a full-day event in New York designed to bring together decision-makers across the alternative investment ecosystem. The summit targets institutional investors, family offices, fund managers, commercial bankers, investment bankers, and business owners—reflecting the breadth of participants involved in private markets activity and deal execution.
The morning agenda opens with registration and coffee at 10:00 a.m., followed by opening remarks from Kevin McCaffrey, Managing Director of Private Markets Insider. The program then pivots to two substantive panel discussions addressing themes critical to modern alternative investment operations. The first panel, moderated by Michael Oliver Weinberg (Deputy CIO, Family Office and Adjunct Professor of Finance and Economics at Columbia Business School), focuses on "Future is Now: How GPs Use Tech & AI to Enhance Value Creation for LPs." This session features Daniel Kalai of Helix Systems, Osman Ghandour of Soal Labs, John Polis of Star Mountain Capital, and Katherine Hill Ritchie of TEDCO—positioning technology infrastructure and artificial intelligence adoption as central to general partner strategy and limited partner returns.
A second panel discussion addresses "Deal Sourcing in the Lower Middle-Market," moderated by Kurt Lyn of Greenberg Traurig. This session brings together Tim Neuhaus (Executive Managing Director, Bank OZK), Jeff Getty (Chief Tax Strategist and M&A Advisor, Callan Family Office), and additional participants to examine sourcing strategies and execution in the lower middle-market segment, where much of the institutional capital deployment occurs outside mega-fund transactions.
The summit structure emphasizes both educational content and relationship-building, with registration, networking coffee, and panel discussions structured to facilitate conversation among institutional investors, commercial and investment bankers, and alternative investment professionals focused on private markets deal flow and fund operations.
The morning agenda opens with registration and coffee at 10:00 a.m., followed by opening remarks from Kevin McCaffrey, Managing Director of Private Markets Insider. The program then pivots to two substantive panel discussions addressing themes critical to modern alternative investment operations. The first panel, moderated by Michael Oliver Weinberg (Deputy CIO, Family Office and Adjunct Professor of Finance and Economics at Columbia Business School), focuses on "Future is Now: How GPs Use Tech & AI to Enhance Value Creation for LPs." This session features Daniel Kalai of Helix Systems, Osman Ghandour of Soal Labs, John Polis of Star Mountain Capital, and Katherine Hill Ritchie of TEDCO—positioning technology infrastructure and artificial intelligence adoption as central to general partner strategy and limited partner returns.
A second panel discussion addresses "Deal Sourcing in the Lower Middle-Market," moderated by Kurt Lyn of Greenberg Traurig. This session brings together Tim Neuhaus (Executive Managing Director, Bank OZK), Jeff Getty (Chief Tax Strategist and M&A Advisor, Callan Family Office), and additional participants to examine sourcing strategies and execution in the lower middle-market segment, where much of the institutional capital deployment occurs outside mega-fund transactions.
The summit structure emphasizes both educational content and relationship-building, with registration, networking coffee, and panel discussions structured to facilitate conversation among institutional investors, commercial and investment bankers, and alternative investment professionals focused on private markets deal flow and fund operations.
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