The Private Markets Massachusetts Meeting

In-Person
June 10th & 11th, 2024
The Liberty Hotel- Boston, Massachusetts

It is with great pleasure that I invite you to join us at the 2nd Annual Private Markets Massachusetts Meeting. This exclusive institutional gathering brings together the most important and active institutional allocators and family offices in the Northeast that are investing in Global Private Equity, Venture Capital, Digital Assets, Secondaries, Private Credit and Real Assets. Over 200 C-Level LP & GP professionals will come together to network and discuss investment opportunities, allocations, and the performance of all Private Markets related asset classes.

Sponsors

Speakers

  • Anne Duggan

    Managing Director and Client CIO
    Partners Capital

  • Paul Karger

    Co-founder & Managing Partner
    TwinFocus

  • Andy Wester

    Principal
    Proficio Capital Partners

  • Vincent DiSalvo

    Chief Investment Officer
    Kingbird Investment Management

  • Evan Rachlin

    Co-Founder and Managing Partner
    Ascenta Capital

  • Kenneth A. Munkacy

    Managing Partner
    KAM Capital Advisors

  • Igor Tiguy

    Founder
    Director of Alternatives

  • Alex Dauria

    Senior Portfolio Advisor
    Aksia

  • Michael Elio

    Partner
    Stepstone

Participation Options

  • We only invite allocators at no cost. We use ILPA standards for determining who is invited. The complimentary passes are for institutions (and individuals within those institutions) who invest or intend to invest in a portfolio of private equity funds or direct investments primarily for their own account.

    To be eligible, an applying organization must meet the following criteria:

    • Organization is actively investing in private markets as an institutional investor through any limited partner (LP) vehicle including funds, fund of funds and co-investments.

    • Organization primarily invests captive/passive capital.

    • Organization does not raise external capital, charge asset management fees, charge promote, and is not a service provider.

    Groups that may qualify include:

    Public Pensions, Corporate Pensions, Pension Consultants/OCIOs, Superannuation Funds, Foundations, Sovereign Wealth Funds, Endowments, Hospital Systems, Insurance Investors, Single Family Offices, Multi Family Offices, RIAs & UNWI Investors.

    To apply to attend as an allocator, please email: carmo@carmocompanies.com

  • Pass
    -1 individual pass to in-person meeting
    -Attendee list Not included

    Early Bird: $1,700 USD
    Pre-Registration: $2,200 USD
    Standard: $2,700 USD

  • • 1 pass to full conference, event cocktail hours and networking sessions.
    -Attendee list included and shared 1 week prior to the event
    -List includes specific attendee allocation information and appetite. Contact information not included.

    Price- $6,600 USD

  • Attendee List
    -Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation information​
    -Pre-event email intros/ Carmo meeting facilitation NOT included.

    Networking Break or Stand (Optional)
    -Branding and announcement to all attendees during networking break
    ​-Ability to upgrade food and beverages for networking​-Sponsor may choose to have 10’ x10’ space in networking area to distribute marketing material and present information regarding company.

    Passes
    -3 Company passes to full conference, event cocktail hours and networking sessions.

    Branding
    -Sponsorship branding throughout meeting, agenda and marketing campaigns.

    Price- $10,000 USD

  • Cocktail/Mixer
    • Client to exclusively sponsor and host a pre-event or post-event cocktail party.
    • Carmo will invite entire conference audience to mixer.
    • Carmo to coordinate all logistics including badges, rsvp’s, food and beverage.
    • Cocktail can be at client offices, venue or elsewhere.

    Attendee List
    • Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles, and specific attendee allocation information
    • Pre-event email intros/ Carmo meeting facilitation NOT included.

    Passes
    • 3 Company passes to full conference, event cocktail hours and networking sessions.
    • Unlimited company passes to mixer

    Branding
    • Sponsorship branding throughout meeting, agenda and marketing campaigns and cocktail

    Price- $15,000 USD

  • Meeting Facilitation​
    -Select targeted LP/GP attendees from Event​-Carmo will professionally introduce via email and help arrange one on one meetings at the event.​
    -Carmo to put best effort of obtaining at least 10 LP/GP meetings with client ​and prospective LPs.​

    Attendee List​
    -Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation information​

    Private Table​
    -Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetings​

    Passes​
    -3 Company passes to full conference, event cocktail hours and networking sessions. ​

    Branding​
    -Sponsorship branding throughout meeting, agenda and marketing campaigns.​
    -Entitled to a Full-Page Advertisement in conference brochure

    Price- $15,000 USD

  • Workshop
    • Client to host an intimate 20 minute workshop during networking breaks or lunch on topic of choice. Perfect for Niche Strategies!
    • Workshop invitation and detailed information will be distributed to all attendees 1 week prior to the event.

    Attendee List
    • Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation information
    • Pre-event email intros/ Carmo meeting facilitation NOT included.

    Passes
    •3 Company passes to full conference, event cocktail hours and networking sessions.

    Branding
    •Sponsorship branding throughout meeting, agenda and marketing campaigns.
    •Client’s Workshop Topic and logo to be branded at scheduled time on the agenda.

    Price- $15,000 USD

  • Speaking Position
    -
    Client may choose to speak, moderate or present on panel of choice at event of choice

    Meeting Facilitation
    -
    Select targeted LP/GP attendees from Event​
    -Carmo will professionally introduce via email and help arrange one on one ​meetings at the event.​
    -Carmo to put best effort of obtaining at least 10 LP/GP meetings with client ​and prospective LPs.​

    Attendee List
    -
    Exclusive access to updated conference attendee list before, during and after the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation information​

    Private Table
    -Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetings​

    Passes
    -
    3 Company passes to full conference, event cocktail hours and networking sessions. ​

    Branding
    -
    Sponsorship branding throughout meeting, agenda and marketing campaigns.​
    -Entitled to a Full-Page Advertisement in conference brochure

    Price- $17,500 USD

  • Presentation
    -Stand-Alone 20 Minute presentation at time of choice during the event

    Meeting Facilitation
    -
    Select targeted LP/GP attendees from Event
    -Carmo will professionally introduce via email and help arrange one on one meetings at the event.
    -Carmo to put best effort of obtaining at least 10 LP/GP meetings with client and prospective LPs

    Attendee List
    -
    Exclusive access to updated conference attendee list two weeks before the event. Attendee list includes companies, names, professional titles, profiles and specific attendee allocation information.

    Private Table
    -Sponsor entitled to a private table in the sponsor lounge a quiet setting reserved for pre-arranged, confirmed meetings​

    Passes
    -
    3 Company passes to full conference, event cocktail hours and networking sessions. ​

    Branding
    -
    Sponsorship branding throughout meeting, agenda and marketing campaigns.​
    -Entitled to a Full-Page Advertisement in conference brochure

    Price- $27,500 USD

  • Priority Brand Placement & Material Distribution
    -Sponsor’s Corporate logo to be placed above and in a larger format on the conference brochure, agenda, website, banners and branded event advertisements​
    -Any research or marketing materials will be made available and/or distributed to all conference attendees.
    ​-Sponsor to include a full-page advertisement to be placed on back cover of conference brochure.​
    -Sponsor logo and link to sponsor site to be included on a bi-weekly newsletter which will update all confirmed and prospective attendees of event progress.-Sponsor to have all attendee lanyards with company logo.​

    Exclusivity
    -
    First access to conference attendee list 3 weeks prior to the event.​
    -Carmo will provide one on one introductions via email to all prospective clients of choice (funds/investors).​
    -On-site direction and introduction facilitation to prospective clients-Dedicated private sponsor room for 1 on 1 meetings

    Exclusive Sponsor Cocktail/Dinner
    -Carmo to help facilitate private cocktail party/dinner with selected investors night before the event

    Speaking/ Moderating Positions
    -
    2 Moderating/speaking or presentation positions on panel of choice. (first come first serve basis)

    Company & Speaker Profiling
    -
    Company description to be published online and in print (150 words max)
    -Speaker bio to be published online and in print (150 words max)

    Conference passes
    -
    Up to 10 attendee passes for sponsor employee executives

    Price- $50,000 USD