Who Are We?

We’re famous for being conference producers who get it right. 

We provide “need-to-know” information to general partners, limited partners, and managers of their portfolio companies.

Founded back in 1984, we’re noted for the high quality of our events, held in an exquisitely restored and landmarked 19th-century mansion on Fifth Avenue in midtown New York — not an unremarkable hotel or office tower.

Since 2003, almost 30,000 people and 6,000 speakers have participated in over 300 of our conferences on nearly 100 topics.





What Else Is Special About Our Conferences?

Education 2018 -- The Capital Roundtable

Our programs are regularly praised as being the best-managed and most compelling in the alternative asset industry, and by the firms who sponsor them for being highly cost-effective for new business development.

For 2019, we have plans for 25 day-long conferences.  Each event features over 20 speakers — all thought-leaders in the private equity community. Our audiences range from 80 to 120 people, representing a broad spectrum of specialized know-how.

What Industries & Topics Do We Cover?

Education 2018 -- The Capital Roundtable

At each conference, we focus on investing in companies in one distinct industry or on examining one set of best practices, all relevant to middle-market private investors.

Here are just a few of the industries we focus on –

  • education
  • specialty chemicals
  • behavioral healthcare
  • automotive
  • franchise
  • food & nutrition
  • cannabis
  • specialty physician
  • water & waste 
  • post-acute healthcare
  • aerospace & defense
  • transportation & logistics

Best practices we address include

  • launching & managing SBICs and BDCs
  • succeeding as an operating partner
  • sourcing new deals
  • planning & executing exit strategies
  • navigating the hurdles of identifying
    & recruiting & keeping talent

Who Are the Leading
Companies Who Sponsor Us?

Bass, Berry & Sims
Drinker Biddle
Duane Morris
Fairmont Consulting
FTI Consulting
Goldberg Kohn
Korn Ferry
Plante Moran
West Monroe Partners
Winston & Strawn
Zook Dinon

For information about speaking opportunities contact —

Kellie GreenKellie Green, Chief Production Officer


212-832-7300 ext. 104

For information about sponsorship opportunities contact —

Claire Notton

Claire Notton, Chief Marketing Officer


212-832-7300 ext. 117

Contact Us

747 Third Avenue | Suite 200 | New York City | 10017