2026 New York Private Equity Forum

Agenda

October 15, 2026

Thursday, October 15, 2026
1:00 PM

Kick off the day at Registration and enjoy a light refreshment. Check in, grab a coffee and bite to eat, and connect with fellow attendees before the program begins.

 
 
1:00 PM - 5:00 PM

The 1:1 Meeting Hall will be an inviting area outside the conference room with small tables and lounge seating where attendees can network, recharge, and have meetings. With the Meeting Hall, there is no need to schedule a meeting at the restaurant next door or feel like you’re scrambling to find a nook that has opened up.

 
 
1:30 PM - 2:15 PM

As market conditions grow more nuanced, private equity dealmaking demands both discipline and ingenuity. This panel unites investors, lenders, and advisors to examine how transactions are being sourced, priced, structured, financed, and ultimately closed in today's environment. With a focus on New York as a center of gravity for middle-market activity, panelists will share how the dynamics of one of the country's most competitive markets are shaping deal strategy and driving broader industry trends.

Rebecca Alcalay Katie Gensheimer Maureen Harrell Megan Spelman Sheila Emami
Rebecca Alcalay, Redbird Capital Partners
Katie Gensheimer, Marsh
Maureen Harrell, Lone Star Funds
Megan Spelman, Akin
Sheila Emami, St. Cloud Capital
2:15 PM - 2:45 PM

Our signature structured networking helps attendees make connections with ease. Knockout Networking is 30 minutes of peer roundtable discussions with topic prompts to help attendees open up about obstacles, challenges, wins, and goals.

 
 
2:45 PM - 3:00 PM

Located at the heart of the forum, the Connection Café will be the haven outside the content. Grab-and-go refreshments and soft seating will create a location for an intentional or spontaneous pit stop between sessions. It will be the go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break.

Attendees will have the opportunity to connect with speakers 1:1 in a conversational setting during Meet the Speakers. Panelists will remain in the room for additional questions - a prime opportunity to make an introduction!

 
 
3:00 PM - 3:45 PM

The bar for consumer investment has never been higher and neither has the cost of getting it wrong. In a market defined by persistent macro pressure, evolving trade policy, and shifting consumer spending, middle-market sponsors are demanding more from their theses upfront and working harder to protect value once deployed. This panel will explore what separates the consumer businesses worth backing from those that only look compelling on paper and what stress-testing assumptions around brand strength, pricing power, supply chain resilience, and customer loyalty looks like before and after close. Panelists will discuss how the full deal team is aligned around value protection as much as value creation, and what it takes to carry a consumer platform confidently from entry to exit.

Michelle Chan Amy Helenbrook Lindsay Ting Julia Adam Lucy Wilson
Michelle Chan, Akin
Amy Helenbrook, Grant Thornton Stax
Lindsay Ting, Yellow Wood Partners
Julia Adam, Exeter Capital
Lucy Wilson, Alignment Growth

Healthcare remains one of the most active and complex areas of alternative investing, with opportunities spanning services, technology, life sciences, and the infrastructure supporting a rapidly evolving healthcare ecosystem. As investors navigate changing reimbursement models, regulatory pressures, labor constraints, and shifting consumer and provider dynamics, firms are taking different approaches to identifying attractive opportunities and creating value. This panel will explore where capital is flowing, how investment theses are evolving across healthcare, and what it takes to build durable value in today’s market.

Elina Alperovich Georgiana Warnement Aliya Khaydarova Cody Nystrom Tassie Oswald
Elina Alperovich, Akin
Georgiana Warnement, Bank of America
Aliya Khaydarova, Inverness Graham Investments
Cody Nystrom, SJF Ventures
Tassie Oswald, Eureka Equity Partners, LP
3:45 PM - 4:00 PM

Located at the heart of the forum, the Connection Café will be the haven outside the content. Grab-and-go refreshments and soft seating will create a location for an intentional or spontaneous pit stop between sessions. It will be the go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break.

Attendees will have the opportunity to connect with speakers 1:1 in a conversational setting during Meet the Speakers. Panelists will remain in the room for additional questions - a prime opportunity to make an introduction!

 
 
4:00 PM - 4:45 PM

Fundraising has become one of the most consequential tests of a private equity firm's overall strength and in today's environment, capital is flowing to a narrower set of managers than ever before. LPs are making fewer, more deliberate commitments, and the bar for both new relationships and re-ups has risen meaningfully. This panel explores what is driving allocation decisions, how manager-investor relationships are being built and maintained through a challenging cycle, and what middle-market sponsors can do to position themselves competitively when they come to market.

Leanne Schmitt Allison Hernandez Gosselin Jessica Nicosia Dale O'Connell Olivia Chung
Leanne Schmitt, Star Mountain Capital
Allison Hernandez Gosselin, Bridge House Advisors
Jessica Nicosia, Wilshire
Dale O'Connell, Investcorp
Olivia Chung, Akin

As sponsors pursue acquisitions in an evolving credit environment, financing strategies are expanding beyond traditional bank lending. Private credit remains a key source of deal financing, while structured capital solutions—including whole business securitizations (WBS), asset-backed facilities, and other specialty finance structures—are providing new ways to enhance leverage, reduce funding costs, and create flexibility. At the same time, NAV loans and other fund finance products are playing an increasingly important role in supporting acquisitions, portfolio growth, and liquidity needs. As the lines between private credit, structured finance, and fund finance continue to blur, sponsors must navigate a broader and more specialized capital landscape. This panel will explore how sponsors are combining these financing tools to execute M&A transactions, optimize capital structures, and drive value creation, while examining the evolving relationship between sponsors and their capital partners in today's market.

Sarah Milam Emily Williamson Stephanie Perry Andrea Lucido Anne-Marie Peterson
Sarah Milam, Akin
Emily Williamson, Forvis Mazars US
Stephanie Perry, Brightwood Capital
Andrea Lucido, Canyon Partners
Anne-Marie Peterson, ICG
4:45 PM - 5:00 PM

Located at the heart of the forum, the Connection Café will be the haven outside the content. Grab-and-go refreshments and soft seating will create a location for an intentional or spontaneous pit stop between sessions. It will be the go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break.

Attendees will have the opportunity to connect with speakers 1:1 in a conversational setting during Meet the Speakers. Panelists will remain in the room for additional questions - a prime opportunity to make an introduction!

 
 
5:00 PM - 6:00 PM
 
 
 

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