Key Takeaways
- • Private Markets Insider is hosting an Alternative Investment & DealConnect Summit in New York on November 20, 2025, bringing together institutional investors, family offices, fund managers, commercial bankers, investment bankers, and business owners for topical discussions and networking.
- • The morning agenda features two major panel discussions: "Future is Now: How GPs Use Tech & AI to Enhance Value Creation for LPs" moderated by Michael Oliver Weinberg (Deputy CIO, Family Office; Columbia Business School adjunct professor), and "Deal Sourcing in the Lower Middle-Market" moderated by Kurt Lyn (Shareholder, Greenberg Traurig).
- • Panel speakers include Daniel Kalai (Founder & CEO, Helix Systems), Osman Ghandour (Co-Founder & CEO, Soal Labs), John Polis (Chief Operating & Technology Officer, Star Mountain Capital), Katherine Hill Ritchie (Senior Director, Venture Funds, TEDCO), Tim Neuhaus (Executive Managing Director, Bank OZK), and Jeff Getty (Chief Tax Strategist, M&A Advisor, Callan Family Office).
- • The summit addresses two strategic priority areas for alternative investment professionals: technology and AI applications in fund operations and value creation, and deal sourcing strategies in the lower middle-market segment.
Summary
Private Markets Insider (PMI) is organizing the Alternative Investment & DealConnect Summit scheduled for November 20, 2025, in New York, running from 10:00 a.m. to 6:30 p.m. EST. The event is designed as a networking and educational forum specifically tailored for institutional investors, family offices, fund managers, commercial bankers, investment bankers, and business owners focused on private markets deals and funds.
The morning programming begins with registration and a coffee reception at 10:00 a.m., followed by opening remarks from Kevin McCaffrey, Managing Director of Private Markets Insider. Chalene Francis, Head of Fund Services, North America at CSC, will provide an introduction to the day's opening panel focused on technology and AI's role in fund operations.
The first substantive panel, "Future is Now: How GPs Use Tech & AI to Enhance Value Creation for LPs," runs from 10:35 a.m. to 11:15 a.m. and is moderated by Michael Oliver Weinberg, who holds dual roles as Deputy CIO at a family office and adjunct professor of finance and economics at Columbia Business School. This panel brings together three technology-focused executives: Daniel Kalai, Founder & CEO of Helix Systems; Osman Ghandour, Co-Founder & CEO of Soal Labs; and John Polis, Chief Operating & Technology Officer at Star Mountain Capital. Katherine Hill Ritchie, Senior Director of Venture Funds at TEDCO, also participates, providing institutional perspective on venture fund operations.
The second panel, "Deal Sourcing in the Lower Middle-Market," scheduled from 11:15 a.m. to 12:00 p.m., is moderated by Kurt Lyn, a shareholder at Greenberg Traurig. Panelists include Tim Neuhaus, Executive Managing Director at Bank OZK, and Jeff Getty, Chief Tax Strategist and M&A Advisor at Callan Family Office. This session addresses sourcing strategies and deal dynamics within the lower middle-market segment, a key investment category for many alternative asset managers.
The event structure reflects growing institutional focus on two critical areas: digital transformation and AI-driven operational efficiency in fund management, and strategic deal sourcing in the lower middle-market where many GPs concentrate value creation activity.
The morning programming begins with registration and a coffee reception at 10:00 a.m., followed by opening remarks from Kevin McCaffrey, Managing Director of Private Markets Insider. Chalene Francis, Head of Fund Services, North America at CSC, will provide an introduction to the day's opening panel focused on technology and AI's role in fund operations.
The first substantive panel, "Future is Now: How GPs Use Tech & AI to Enhance Value Creation for LPs," runs from 10:35 a.m. to 11:15 a.m. and is moderated by Michael Oliver Weinberg, who holds dual roles as Deputy CIO at a family office and adjunct professor of finance and economics at Columbia Business School. This panel brings together three technology-focused executives: Daniel Kalai, Founder & CEO of Helix Systems; Osman Ghandour, Co-Founder & CEO of Soal Labs; and John Polis, Chief Operating & Technology Officer at Star Mountain Capital. Katherine Hill Ritchie, Senior Director of Venture Funds at TEDCO, also participates, providing institutional perspective on venture fund operations.
The second panel, "Deal Sourcing in the Lower Middle-Market," scheduled from 11:15 a.m. to 12:00 p.m., is moderated by Kurt Lyn, a shareholder at Greenberg Traurig. Panelists include Tim Neuhaus, Executive Managing Director at Bank OZK, and Jeff Getty, Chief Tax Strategist and M&A Advisor at Callan Family Office. This session addresses sourcing strategies and deal dynamics within the lower middle-market segment, a key investment category for many alternative asset managers.
The event structure reflects growing institutional focus on two critical areas: digital transformation and AI-driven operational efficiency in fund management, and strategic deal sourcing in the lower middle-market where many GPs concentrate value creation activity.
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