Private Equity Virtual Conf
for Fund of Funds, Family Offices, LPs & GPs

Zoom + LinkedIn Stream + Breakout rooms for networking

May 29, 2026 – 100% Online
8 AM San Francisco | 11 AM New York | 4 PM London
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Agenda

Speakers & Topics

  • Bruce Eatroff
    Managing Director @ Star Mountain Capital
    $5B AUM

    PE in 2026: Aging Demographics, Low Distributions & Where the Real Opportunities Are


    Bruce Eatroff has fourty years of private equity, private credit, fund investing, investment banking and operational experience through various senior roles including at Goldman Sachs, UBS, CIBC and BMO Capital Markets. In 2000, Mr. Eatroff founded Halyard Capital, raising over $600 million, a U.S. lower middle-market private equity fund manager with sophisticated institutional investors including Goldman Sachs, Abbott Capital and Bank of Montreal. Mr. Eatroff has a broad spectrum of private equity investing experience across technology enabled services industries including Human Capital Management, Digital and Direct Marketing and IT/Cybersecurity Services. He has in the past represented and currently represents Halyard on the board of directors of over a dozen portfolio companies. Mr. Eatroff has also overseen and helped integrate more than 40 add-on acquisitions for portfolio companies.
  • Greg Head
    Strategic Advisor & Executive Coach to PE-Backed CEOs @ The Greg Head
    $1B raised, 100+ M&A transactions

    PE Doubled the Bench - The Hires Still Miss: What 25 years inside PE taught me about the hire that closes the value creation gap


    Greg Head spent over 25 years operating in private equity as a principal and Single-Family Office Founder & CEO. He has sat on both sides of 100+ M&A transactions, raised $1B in capital, served on 12+ PE or investor-owned PortCo boards as an Independent Director, and is Co-Chair of an Institutional Investment Fund. Today, he runs The Greg Head as a PE-Executive Whisperer, and he helps executives obtain roles in Private Equity as Operating Partners, Executives, and Board Directors
  • Andrew Hazelrigg
    Associate @ Fiduciary Trust International
    $43.5B AUM

    Panel "Beyond VCs and PE: How Family Offices Identify and Fund Deals"


    I’m dedicated to helping families and nonprofits achieve their financial objectives through disciplined, research-driven portfolio management. Our team brings deep expertise across multi-asset portfolios spanning both public and private markets.
  • Benny Manasherov
    Dealflow Partner @ LvlUp Ventures
    $12.5B market value, 1000+ deals

    Panel "Private Equity’s pursuit of return stability within a fractured economic climate"


    Strategic Advisor to Elite Investors, Founders & Family Offices. I structure complex deals, unlock liquidity, and drive growth for those who move markets. Private Credit | M&A | Capital Strategy | Public-Private Structuring
  • Courtney Jones
    Director of Investor Relations @ Sun Theory

    Panel "Private Equity’s pursuit of return stability within a fractured economic climate"


    Accomplished Director of Investor Relations with over 5 years of experience driving capital growth and investor engagement within high-value, equity-based environments. Skilled at leading investor communications, fund management, financial analysis, and creating impactful marketing materials that convey fund value and foster investor confidence. With a strong foundation in fund operations, compliance, and multi-channel investor engagement, I’m passionate about building trusted investor relationships that support sustainable growth.
  • Jon Pesce
    Partner @ Dimora Capital

    Panel "Multifamily PE Comeback: Where Bridge Lending, Preferred Equity & Direct Acquisitions Are Moving in 2026"


    Jon Pesce is a Partner at Dimora Capital, a multifamily investment firm backed by a Chicago-based family office. Dimora focuses on co-GP investments in value-add multifamily properties across the United States. Jon brings over 20 years of experience in commercial real estate, having been involved in transactions exceeding $1B.
  • Lars Behrendt
    CEO @ Granny&Smith
    700+ growth projects

    PE Has an Innovation Problem — and Nobody Wants to Admit It


    Dipl.-Ing. Lars Behrendt founded the Granny&Smith innovation agency in 2006.
Born in Northern Germany, he started his company as a creative engineering firm and quickly became an innovation insider to major corporations. Today, he works for 7 out of 9 of the most innovative German companies. He is also a co-developer and driver of numerous groundbreaking innovations and supported companies like IBM, Telekom, BMW or Volkswagen in their innovation processes. Together with his team he co-developed more than 50 startups and launched countless innovations with the world's most renowned companies.
  • Jeffrey Valenty
    Managing Partner @ Fortuna Capital

    Panel "The Private Equity Hangover: $5.3 Trillion Stuck and Nobody Wants to Say It Out Loud"


    Jeff has extensive experience as a principal investor, financier and advisor in private equity funded transactions over his three-decade long career. In addition, Jeff has served as senior advisor and board member to portfolio companies and other organizations, including the family business, VB Cosmetics, Inc., the creator of Dazzle Dry®, a revolutionary non-toxic and quick-dry nail polish system. In 2001, Jeff founded Fortuna Capital, a New York City-based investment firm focused on leveraging financial capital, operational expertise, and global relationships to forge partnerships with founders and management teams of middle-market companies to drive long-term value creation via acquisitions and strategic growth initiatives. Prior to Fortuna Capital, Jeff was a managing director at CIBC World Markets, providing private equity investments, high yield financings and merger & acquisition advisory services totaling over $5 billion, including investments of $350 million in twelve companies. Jeff graduated in 1992 from Harvard University with an AB degree magna cum laude in International and Development Economics and was a Presidential Scholar.
  • Roger Vincent
    Founder & CIO @ Summation Capital
    $150M+ AUM

    The cyclical vs. secular debate — are the distribution drought and underperformance just a cycle, or a permanent structural shift?


    Summation Capital is a newly formed independent investment management firm focused on providing investors endowment-style exposure to the Private Equity asset class in a high-quality, low-cost, and aligned manner. Previously, Roger led the Private Equity portfolio of Cornell University’s $10 billion endowment. He had responsibility for the endowment’s Venture Capital, Growth Equity, and Buyout portfolios which he led for over a decade generating top returns among peers. Prior to Cornell, he was an investment partner at Founders Equity, a New York based private equity firm making control investments in lower middle market businesses.  He began his career at DLJ where he was a principal investor in the Merchant Banking and Sprout Groups.
  • Alex Felman
    General Partner @ Felman Family Office
    $5M-10M checks

    Panel "How AI is changing PE deal sourcing, due diligence & portfolio operations"


    Alex Felman is an entrepreneurial and family office professional. For 10+ years, he has been running his own family office, Felman Family Office, and works with family offices around the world through his family's multifamily group, MSF Capital Advisors. Using his expertise in Molecular Toxicology and Bio-entrepreneurship (B.A from the University of California -Berkeley, MBA from Copenhagen Business School), he advises them in biotechnology, healthcare, and other futuristic tech industries with the goal of maintaining long-term wealth through innovation.
  • Jordan Fink
    Principal @ Fink Family Office
    70 deals, $250K-1M checks

    Panel "How AI is changing PE deal sourcing, due diligence & portfolio operations"


    Jordan Fink is FO principal, Former Client Service Executive/ with a demonstrated history of working in the financial services industries. Skilled in Negotiation, Communication, Politics and Wealth Management. Also an avid investor in start ups, particularly disruptors in the Fintech life sciences spaces.
  • John Nguyen
    General Partner @ 5IR Funds

    Panel "How AI is changing PE deal sourcing, due diligence & portfolio operations"


    Blockchain investor at BlockBook with 10+ years of experience. I empower Web3 and creator economy founders through strategic planning and SAFE investments. Board Observer at Heimdall Strategy Solutions, focused on disruptive innovation, governance, and long-term value creation in emerging tech.
  • Bharat Das
    Managing Director @ Das & Co

    Panel "Beyond VCs and PE: How Family Offices Identify and Fund Deals"


    Bharat joined the Das & Co. team in 2015 as Managing Director to look at public markets and international opportunities. He is also a co-founder of Pippin Title, a portfolio company in the proptech space, and leads Das & Co's technology ventures. Before this, Bharat was portfolio manager and vice president at the Harvard Management Company, which manages the university's $40bn endowment. Bharat focused on cross-asset opportunities in commodities, equity derivative and fixed income markets. Previously, Bharat also worked for Goldman Sachs in Investment Banking and at New Vernon Capital.
  • Jay Jordan
    Managing Partner @ Continuum Advisors

    Panel "Multifamily PE Comeback: Where Bridge Lending, Preferred Equity & Direct Acquisitions Are Moving in 2026"


    Jay Jordan is the Managing Partner and Co-Founder of Continuum Advisors, a national senior housing investment sales brokerage and advisory firm exclusively representing sellers of senior housing communities nationwide.
    He is recognized for his institutional-level precision across complex transactions, from multi-property senior housing portfolios to single-asset strategic dispositions. His clients span publicly-traded and private institutional investors, developers, regional owner/operators and nonprofit sponsors, who rely on his expertise to maximize value and ensure certainty of closing.
  • Maggie Burke
    Senior Vice President @ Capital One
    $95B+ CRE Portfolio

    Panel "Multifamily PE Comeback: Where Bridge Lending, Preferred Equity & Direct Acquisitions Are Moving in 2026"


    Maggie Burke serves as Senior Vice President on Capital One’s Commercial Real Estate Team, specializing in advising commercial property owners and operators across the U.S. on capital markets and debt strategies. She provides clients with creative solutions to support their individual business plans through several capital source executions, including Fannie Mae, Freddie Mac, FHA, life companies, CMBS, debt funds, and banks. Burke’s extensive commercial real estate finance experience encompasses originating, structuring, and successfully closing loans across a wide spectrum of asset types – from multifamily, office and retail, to self-storage and industrial. Throughout her career, Burke has facilitated clients in securing an impressive $6 billion in debt finance transactions.
  • Alex Levin
    Managing Partner @ 8K Capital

    Panel "Multifamily PE Comeback: Where Bridge Lending, Preferred Equity & Direct Acquisitions Are Moving in 2026"


    Prior to 8K Capital, Alexander was a member of Morgan Stanley’s Global Capital Markets Division on the Fixed Income Capital Markets (FICM) team based in New York City. While at Morgan Stanley, Mr. Levin assisted in the origination, structuring, and sale of over $70 billion in corporate bonds, loans and related derivative instruments, including interest rate swaps, cross currency swaps, and swaptions. As part of the FICM team, Mr. Levin also worked on numerous M&A financing packages, including Cigna’s $67 billion acquisition of Express Scripts and Bristol-Myers Squibb’s $90 billion acquisition of Celgene.
  • Joanne C.Chiu
    Founding Partner @ Kreit & Chiu CPA, LLP

    Panel "The Private Equity Hangover: $5.3 Trillion Stuck and Nobody Wants to Say It Out Loud"


    Joanne Chiu has decades of experience as a CPA and is Founding Partner and Chair of the Board of Kreit & Chiu CPA LLP. Working from the firm’s New York City office, she provides a broad range of tax planning and consulting services for both private and public companies, high net worth individuals, including international clients. She has served many Global Fortune 500 companies.
  • Ryan Baird
    Chief Executive Officer @ Baird Augustine
    $20B dry powder

    Panel "LP Pulse Check: What Family Offices, Endowments & Pension Funds Actually Want from PE Managers in 2026"


    Ryan Baird, CEO of Baird Augustine, a cross-border neo investment bank, is renowned for his unwavering commitment to success, integrity, and a deep focus on risk. Throughout his tenure, he has showcased exceptional leadership, attracting 11 million Monthly Active Users (MAU) and raising $35 million from institutional investors and Family Offices as the CEO of LYKA, a groundbreaking social media platform empowering Southeast Asian content creators to monetize their data.
  • John Milanovich
    Managing Director, Board Member of Montana Board of Investment @ NewVest

    Panel "LP Pulse Check: What Family Offices, Endowments & Pension Funds Actually Want from PE Managers in 2026"


    A dedicated Board Member of the Montana Board of Investments, I contribute to the oversight of the state’s $29 billion public pension fund. As Managing Director at NewVest, I collaborate with investors and consultants to advance the adoption of the first investable private equity index. With over 28 years of experience in finance and investment management, my focus lies in pension governance and innovative financial solutions, driven by a commitment to connecting capital with impactful ideas.
  • Mikhail Urinson
    Florida & LATAM Regional Leader | Head of Algorithmic Trading Circle @ 361 Firm

    Panel "How AI is changing PE in 2026: deal sourcing, due diligence, portfolio ops"


    Mikhail is a Quantitative Researcher and AI/ML Trading Architect dedicated to transforming market volatility into structured intelligence — and intelligence into Disciplined, Risk-managed performance. His journey began in early 2000s TradFi, navigating the aftermath of the Dot-com crash, Enron, and later the 2008 crisis. Those experiences cemented his belief that data, models, and risk governance outperform intuition, emotion, and guesswork. Today, with a PhD in Statistics & Economics, MSc in Data Science & Programming, and BSc in Finance, he specializes in building institutional-grade quant systems for modern multi-asset markets.
  • Essi Sadeghi
    Managing Director @ WGSD Capital

    Panel "Private Equity’s pursuit of return stability within a fractured economic climate"


    Essi Sadeghi is a strategic advisor, and capital markets executive with more than 25 years of experience across venture capital, institutional asset management, private equity, and corporate finance. She is the founder of WGSD Capital, where she advises growth-stage and deep technology companies on capital formation, strategic positioning, and investor engagement. Prior to founding WGSD Capital, Essi held senior investment and portfolio strategy roles at leading global financial institutions including T. Rowe Price and Fidelity Investments, where she worked with institutional investors, portfolio managers, and high-net-worth clients across public and private markets. Her work today focuses on emerging technologies and transformative industries including aerospace, energy transition, advanced materials, healthcare innovation, and frontier technology. Essi holds a BA from the University of Exeter and is a CFA charterholder.
  • Kris Benson
    Partner @ Blueline Ventures

    Panel "From Real Estate to Roll-Ups: The New Playbook for Middle-Market Wealth Creation"


    As a partner Kris is responsible for the performance of fund level investments and the capital raising strategy for Blueline Ventures. Before joining the firm in 2024, Kris was the Chief Investment Officer at Reliant Real Estate Management, a top 20 self-storage operator in the US with over $2 billion of assets under management. Kris was responsible for the capital raising strategy including launching and deploying 4 funds raising over $325MM in equity. Prior to Reliant, he was involved in various roles in the medical device industry at both Intuitive Surgical and Covidien. Kris holds a Bachelor of Science in financial economics from State University of NY at Binghamton. Kris lives with his wife Jenn in a suburb north of Atlanta and has 2 boys Noah and Luke . He enjoys skiing, watersports at the lake, and anything with a motor!
  • Sam Silverman
    Founder & Managing Partner @ Silverman Capital

    Panel "From Real Estate to Roll-Ups: The New Playbook for Middle-Market Wealth Creation"


    Sam founded Silverman Capital with a singular vision: to build a private markets platform where manager and investor interests are genuinely aligned. With a background spanning institutional finance and entrepreneurial ventures, Sam oversees all investment decisions and maintains the firm's commitment to capital preservation and transparency.
  • Simone Vernacchia
    Senior Equity Partner @ Deloitte

    Panel "Beyond VCs and PE: How Family Offices Identify and Fund Deals"


    Digital and Technology Strategist, Futurist and Delivery Lead with vertical and horizontal expertise and strong roots in High Tech, Telecommunications, Professional Services, Defense, Aerospace & Interior, Digital Infrastructure, Space Technology, Core Defense Technology, Next generation Physical and Digital Security and Cyber Security.
    Proven and practical background in design and implementation of large scale use cases for Industry 4.0 in high tech, defense, manufacturing, government, financial services and professional services, and a passion for making innovation and digital practical and to solve industry level problems.
  • Michael Blank
    Partner @ Nighthawk Equity
    $350M in multifamily deals

    Panel "From Real Estate to Roll-Ups: The New Playbook for Middle-Market Wealth Creation"


    Michael Blank is a full-time entrepreneur, investor, and coach who helps people become financially free through multifamily real estate. Since then, Michael’s closed over $350M in multifamily deals and helped students buy 20,000 units worth $2B+.
  • Kyle Swafford
    Founder @ Swafford Law Firm

    Panel "From Real Estate to Roll-Ups: The New Playbook for Middle-Market Wealth Creation"


    At Swafford Law Firm, Kyle is a corporate and commercial real estate practice group member and represents clients in various matters, including real estate syndication, tax considerations for real estate investors, joint ventures, and commercial lending. Kyle is a native of Cleveland, Mississippi, and has a wealth of experience in tax law, commercial real estate law, and securities compliance. Before forming Swafford Law Firm, Kyle worked as an International Tax Consultant II at Deloitte Tax and has several years of experience with the Georgia Department of Revenue and the Internal Revenue Service. Last, Kyle worked at premier Commercial Real Estate law firm in Atlanta, Georgia.
  • Martie D'Apice
    Head Of Investor Relations @ Estancia Capital Management

    Panel "The Private Equity Hangover: $5.3 Trillion Stuck and Nobody Wants to Say It Out Loud"


    Martie is a Senior institutional sales and marketing professional with extensive experience raising capital for a wide variety of alternative investments. Prior to her current role as Head of Investor Relations at Estancia, her career has ranged from fundamental equity research, to research sales covering pension plans, mutual funds, investment banks and hedge funds, to her role as a senior sales person focusing on the alternative investment space. I have worked with and advised funds across their life-cycle, from start ups to multi-billion dollar funds. She has developed strong relationships with hundreds of institutional LPs represented by Pensions, OCIOs, Endowments and Foundations, Family Offices, Insurance Companies, Consultants and Funds of Funds.
  • Bill Deuchler
    Trustee @ Winter Park (FL) Police Pension Board

    Panel "LP Pulse Check: What Family Offices, Endowments & Pension Funds Actually Want from PE Managers in 2026"


    Bill has served as the independent, board-elected trustee for the Winter Park (Florida) Police Pension Board since 2016. Along with his fellow board members, Bill has responsibility for the administration and
    investment activities of the pension plan, including investment strategy, asset allocation and manager selection across all asset classes. Previously, Bill was the Chief Investment Officer for two family offices where he led the investment teams and was responsible for all investment-related activities. Additionally, he was the senior executive at both family offices which involved various strategic and operational roles.
  • Christopher Voolaid
    Chairman @ Veritas Civitas: House of Voolaid

    Why deals fail pre & post-Investment, insights from Infrastructure, Sports & Private Equity


    Christopher Voolaid is a private markets strategist, and emerging MFO and fund manager with over a decade of experience across private equity, venture, capital markets, and the family office space.
  • Mohit Walia
    Partner @ Allocator One

    How We Raised Fund I in 2025–2026: What Actually Worked with LPs


    Mohit Walia is an operator/ founder–turned investor.A global allocator shaping the next wave of global alpha across India, Singapore, and the Middle East with Allocator One. With over 15 years of multi-sector experience—Telecom, Agri/ Food-tech, and AI-driven SaaS.His journey includes founding a startup that was acqui-hired by a unicorn, leading growth and operations at high-speed companies, and advising founders who have collectively raised millions across Pre-Series A rounds. His work sits at the intersection of company-building, capital allocation, and global markets—helping founders grow with discipline, helping investors access global VC portfolios with clarity, and helping ecosystems thrive through thoughtful, operator-led value creation.
  • Bibhash Mukhopadhyay
    Chief Investment Advisor @ DW Wealth

    Double Bottom Line PE: How Family Offices Are Demanding Returns AND Impact


    Entrepreneur, Firm builder, Asset manager, Investor and Board member. 17 years of experience in the biotech / pharma space. Investing in ideas and entrepreneurs to build companies that actually develop new drugs! Expertise encompassing drug development (scientific/clinical), and company building (corporate strategy, business development, capital formation, management team/board construction and recruitment, corporate governance). People focused. Analytically driven. Conscientious. Absolute believer in "Do unto others as you would have them do unto you."
  • Jason Pouncy
    Head of Strategy @ Sun Theory

    Panel "Private Equity’s pursuit of return stability within a fractured economic climate"


    Jason Pouncy is the Head of Strategy at Sun Theory, a diversified fund based in Austin, TX. Jason has 20 years of experience in special situations, turnarounds, and statutory management. Jason worked in the Turnaround Group at American Capital (ACAS), a $100B AUM firm, where helped drive the transformation of Unwired Technologies from a distressed, negative-EBITDA asset into a profitable holding that was acquired by Delphi.
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Moderators & Program Partners

  • Noah Miller
    Executive Vice President @ Pensam Capital
    $9.7B in deals

    Multifamily PE Comeback: Where Bridge Lending, Preferred Equity & Direct Acquisitions Are Moving in 2026

  • Melanie Santos Grant
    Founder @ 2ndGenPartners LLC

    The Private Equity Hangover: $5.3 Trillion Stuck and Nobody Wants to Say It Out Loud

  • Domenico Apollaro
    Founder & Managing Partner @ Terra Maris Capital LLC

    Restructuring Your Way to Liquidity

  • Hector Del Castillo
    Co-Founder & CEO @ Byond LLC

    Beyond VCs and PE: How Family Offices Identify and Fund Deals

  • Laurie Wiggins
    Chief Product Officer @ Byond LLC

    Beyond VCs and PE: How Family Offices Identify and Fund Deals

  • Andrew Meadow
    Chief Investment Officer @ Health Innovation Capital

    Panel "Private Equity’s pursuit of return stability within a fractured economic climate"


    For nearly 30 years, Andrew has achieved a significant track record of success within three critical areas of healthcare innovation: overseeing and advancing novel therapeutics and medical technologies from inception to NDA approval; executing complex corporate development transactions including capital formation, alliance management, and acquisitions; and venture finance and initial company creation. As a Principal investor, Andrew led the execution of 11 investments that achieved a collective net cash on cash return for investors of 3.8x and exits that included 6 IPOs and 3 acquisitions.

  • Mark Sanor
    CEO & Founder @ 361 Firm

    Panel "LP Pulse Check: What Family Offices, Endowments & Pension Funds Actually Want from PE Managers in 2026"

  • Madhavi Nade Jain
    Co-Founder @ Connected Capital Fund

    Panel "From Real Estate to Roll-Ups: The New Playbook for Middle-Market Wealth Creation"

  • Nathan Beckord
    CEO @ Foundersuite.com & Fundingstack.com

    Track Moderator

  • Trey Taylor
    Managing Partner @ Threadneedle, the Taylor Family Office

    Panel "How AI is changing PE deal sourcing, due diligence & portfolio operations"


    Trey Taylor is the Managing Director of Threadneedle, the Taylor Family Office. With a background in history, law, and advanced executive coursework at institutions including Oxford University, Kellogg, Berkeley, and Georgia Tech, he has built a career defined by strategy, focus, and growth. His early work at WebMD gave him deep experience in mergers and acquisitions, and since then he has participated in more than 100 M&A transactions, invested in over 300 startups, and advised venture funds, real estate syndicates and private equity firms on capital formation and deployment strategy. In 2020, he published A CEO Only Does Three Things, a widely praised handbook for leaders, and has since been a frequent keynote speaker and media contributor, known for challenging CEOs to sharpen their focus and do only what matters most.

  • Nadia Devita Oktarini Artonne
    Founder & Ecosystem Builder @ Loneliness Global Action (LGA)

    Longevity, Real Estate & Beyond: The $2T Belonging Economy

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    Managing Director @ Twin Oak ETF Company
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