Northeast Private Equity Conference 2027

It takes place at Lotte New York Palace in New York, NY.

The organizer lists private equity professionals, investment bankers, fund managers, limited partners, and legal, tax, and advisory professionals specializing in private equity.

It is most useful for lower middle market fund managers, lenders and limited partners who want to hear from SBA officials, since the speakers include Administrator Kelly Loeffler and Josh Carter of the Office of Investment and Innovation, alongside people from Fifth Third Bank, Ally Bank and Tecum Capital Partners. Large-cap buyout professionals would get less from it, since the focus is the lower middle market and the host is the Small Business Investor Alliance, a group tied to small business investment policy.

Private equity and finance conferences in New York usually call for business formal, with suits and ties or equivalent. A January date in the city also means a warm coat for the walk to the Lotte New York Palace.