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Northeast Private Equity Conference  |  January 20-21, 2027

Lotte New York Palace | New York, NY

Each January, the Northeast Private Equity Conference brings together key players from the lower middle market private equity community. This premier event serves as a dynamic forum to explore the policy and market trends shaping the year ahead. Join us to kickstart your year with market insights and connections that matter.

What to Expect

Policy Updates: Stay informed on legislative and regulatory developments that impact private equity investments, tax strategies, and compliance.

Market Trends: Hear from industry leaders about emerging trends, sectors poised for growth, and innovative investment strategies for the lower middle market.

Networking: Engage with a diverse group of professionals in an environment designed to foster collaboration and deal-making.

Click here to view the full 2026 agenda >

Schedule at a Glance

2027 Northeast Private Equity Conference

9:00am – 7:00pm

Conference Registration Opens

9:00am – 4:30pm

Open Schedule Networking

11:30am – 2:00pm

WINC Activity

To be announced
3:00 – 3:45pm

General Session

To be announced
3:45 – 4:30pm

Networking Refreshment Break

4:30 – 5:30pm

General Session and Keynote Speaker

To be announced
5:30 – 7:00pm

Networking Cocktail Reception

‹ Previous
7:30am – 1:00pm

Conference Registration Opens

7:30 – 9:00am

Networking Breakfast

7:30 – 9:00am

Breakfast for Lawyers and Accountants

9:00 – 10:00am

General Session

Topic to be announced
10:00 – 10:45am

Networking Refreshment Break

10:45am – 12:30pm

General Session

Topic to be announced
12:30 – 1:00pm

Grab & Go Refreshments

1:00pm

Conference Adjourns

Next ›
Kelly Loeffler, Administrator, U.S. Small Business Administration (SBA); and Brett Palmer, President, Small Business Investors Alliance (SBIA)
Shannon Grein, Vice President & Economist, Wells Fargo Corporate & Investment Banking
Josh Carter, Associate Administrator, Office of Investment and Innovation, SBA; and Brett Palmer, President, SBIA
From left: Tyson Smith, Founding Partner, Tecum Capital Partners, Moderator; Jan Bergeson, Executive Director & CRA Officer, Ally Bank; Kevin Prunty, Senior Managing Director, LongWater Capital Solutions; Matthew Jipson, Director, Fifth Third Bank
Finding Deals and Building Networks Cocktail Reception

Who Should Attend?

Whether you’re a seasoned industry leader or emerging professional, this event offers valuable opportunities to gain actionable insights and forge meaningful connections. The conference is designed for:

  • Private equity professionals
  • Investment bankers
  • Fund managers
  • Limited partners
  • Legal, tax, and advisory professionals specializing in private equity*

When and Where

The Northeast Private Equity Conference is held annually in January. Stay tuned for announcements about next year’s dates, location, and featured speakers.

The Northeast Private Equity Conference is your opportunity to stay ahead of the curve, build relationships, and set the tone for a successful year. Please visit our events page for event updates and registration for other conferences and regional events. Questions? Please contact events@sbia.org.

Why Attend?

Structured networking sessions and informal gatherings ensure you leave with new connections and fresh ideas.

  • Gain a competitive edge by understanding the opportunities and challenges that lie ahead.
  • Expand your professional network by connecting with influential stakeholders from across the private equity ecosystem.
  • Access exclusive content and perspectives from industry veterans and thought leaders.

Sponsorship Opportunities

Position your firm as a leader in the private equity space by becoming a sponsor of the Small Business Investor Alliance. Sponsorship packages offer unique visibility and engagement opportunities. Contact us for information.

*Only those service provider firms who sponsor the event are able to attend. Lender participation is limited to SBIA Member firms or firms sponsoring the event.