Valuable Insights, Invaluable Connections

PartnerConnect Texas is back in Dallas this year and bigger than ever. Join 225+ of the industry’s top LPs and fund managers to gather for learning and targeted one-on-one networking.

The event will feature one stellar track of high-level LP and GP thought leaders discussing the current state of the private market as it relates to fundraising, political risk, energy and oil/gas, Texas venture, deal flow sourcing/management, regulatory trends and emerging managers.

This conference leverages the strength of our award-winning Editroial staff at Buyouts Magazine , VCJ , Active LPs and

Register by 11/22/2019 to take advantage of ExecConnect at PartnerConnect Texas!

PartnerConnect Texas will also feature our ExecConnect LP-GP meetings program where our skilled conference producers and proprietary software create pre-arranged meetings for you. These private 20-minute meetings have seen billions of dollars raised in over 11,000 meetings at our events.

Follow Us on Social Media!


Here are a selection of firms that have attended PartnerConnect Texas in 2018:

Aberdeen Standard Investments
Adi Family Office
Athena Group
Blennemann Family Investments
Cambridge Associates
Campton Private Equity Advisors
DuPont Capital Management
ECMC Group
Gatewood Capital Partners
HQ Capital
KStone Partners
Morgan Creek Capital Management
Neuberger Berman
Oregon State Treasury
RCP Advisors
Schroder Adveq Management
StepStone Global
TCU Endowment Investment
Teacher Retirement System of Texas
Texas Municipal Retirement System
Tolleson Wealth Management
View Capital Advisors

Who Should Attend?

  • Limited Partners / Investors / Allocators who invest in private partnerships
  • Managers in the following categories: Private Equity, Venture Capital, Hedge Funds, Mezzanine & Senior Debt, Growth Equity, Real Estate, Energy, Infrastructure
  • Deal intermediaries who advise or manage deal flow opportunities in private capital
  • Placement Agents / Fundraising advisors / intermediaries between GPs and LPs
  • CEOs of venture- or private equity-backed private companies
  • Corporate development executives who provide exit opportunities for private capital funds
  • Private Real Estate Funds

Who Attends PartnerConnect Events?

Virtually every major Financial Sponsor and hundreds of LPs. Here are a sample of firms that have attended PartnerConnect events.

  • Harvard Management Company
  • College of the Holy Cross Endowment
  • QIC
  • Pennsylvania State Employees Retirement System
  • The James Irvine Foundation
  • UPS Group Trust

For more information on who attends, please reach out Kevin McCaffrey at Or Andrew C. Yale at


ExecConnect Meetings With LPs

Now celebrating our seventh year of our ExecConnect Private Meeting Program, we are proud to say we’ve arranged over 11,000 1:1 meetings between fund managers and limited partners. Based on feedback from our participants, billions of dollars in commitments have been made by LPs to GPs they met in our program. Participants efficiently move through 20 minute private meetings. For more information, click here.

LP-Only and Dealmakers Dinner

We host dinners for LPs and GPs/bankers/lenders on the middle night of our event. Each dinner typically has 40-50 attendees. For sponsorship opportunities reach out to Kevin McCaffrey at Or Andrew C. Yale

Dinner by invitation only.

View Our Event Highlights

PartnerConnect conferences bring together qualified investors, fund managers, independent sponsors, family offices & service providers for unbeatable networking and award-winning panels.


A quote icon for decorating the content Anna Dayn

Dayn Advisors LLC

There is no better forum than a PartnerConnect conference to get the insider track on latest developments as well as best practices in the private equity indust…

Read full testimonial

A quote icon for decorating the content Brett Hickey

Star Mountain Capital

The PartnerConnect team does a great job curating highly organized and relevant conferences for LPs and GPs to connect in an efficient and friendly manner. We h…

Read full testimonial

A quote icon for decorating the content Doug Mellinger

Clarion Capital Partners, LLC

Over the last 4 years I have tried out most of the conferences that bring LP’s and GP’s together. The only one I still attend is PartnerConnect due to the consi…

Read full testimonial
Day 1 Day 2 Day 3
View agenda page


Day 1 - Monday 9th

Opening Night
17:00 - 19:00

Ice Breaker Reception


Day 2 - Tuesday 10th

Featured Content
07:45 - 08:45

Registration & Networking Breakfast

08:45 - 08:50

Welcome Address

Daniel Weinstein, Conference Producer, Buyouts Insider

08:50 - 09:25

Keynote/Fireside Chat

09:25 - 10:00

Keynote Panel: Endowments and Foundations Discuss Their Unique Strategy and Process in Private Equity Investing

Rush Harvey, Bruce MacDonald, Jim Snyder

Moderator:  Jim Snyder, Partner, Hammond, Kennedy, Whitney & Company

A speaker photo for Rush Harvey

Rush Harvey

Director of Investments, Texas A&M Foundation

Read bio
A speaker photo for Bruce MacDonald

Bruce MacDonald

Managing Director, VCU Investment Management Company

Read bio
A speaker photo for Jim Snyder

Jim Snyder

Partner, Hammond, Kennedy, Whitney & Company

Read bio
10:00 - 10:30

Networking Break

Main Track
10:30 - 11:00

Panel 1: Texas Managers Discuss Lessons Learned from Investing in 2019 and Their Vision for 2020

11:00 - 11:30

Panel 2: LP Corner: How LPs are preparing and managing their private markets portfolios for a potential downturn

11:30 - 12:00

Panel 3: How GP's are Intelligently Managing Their Deal flow: Data, Competition, Subscription Lines and more

Russ Roenick
A speaker photo for Russ Roenick

Russ Roenick

Founder & Managing Partner, Transom Capital Group

Read bio
12:00 - 12:30

Panel 4: Emerging Manager Focus: Top LPs Discuss Trends and Best Practices for EMs to Build LP Relationships

12:30 - 13:30

Lunch - International Ballroom

Main Track - Afternoon Sessions
13:30 - 14:00

Panel 5: Real Assets: When in Texas: The Terms, Assets and Opportunities That Regional LPs Are Seeking From Managers

14:00 - 14:30

Panel 6: Deep Dive: The Many Ways GPs are Using Co-Investments

14:30 - 15:00

Panel 7: Family Offices as Fund Investing LPs: FOs discuss strategy, successes and outlook

Jed Johnson
A speaker photo for Jed Johnson

Jed Johnson

Senior Managing Director, Crow Holdings Capital Investment Partners

Read bio
15:00 - 15:30

Panel 8: Energy Spotlight: What strategies have and have not done well in Energy and what the next 1, 3 and 5 years hold for this sector

15:30 - 16:00

Networking Break

16:00 - 16:30

Panel 9: Venture Capital State of the Union: Where is VC Heading?

Greg Bohlen
A speaker photo for Greg Bohlen

Greg Bohlen

Managing General Partner, Union Grove Venture Partners

Read bio
Featured Content
16:30 - 17:00

Closing Keynote

17:00 - 18:30

Cocktail Reception

19:00 - 21:00

LP Dinner: By invitation only


Day 3 - Wednesday 11th

Main Track
07:45 - 08:45

Networking Breakfast

08:45 - 09:45

LP Think Thank

Description in progress

08:45 - 09:45

GP Think Thank

Description in progress

09:45 - 10:00

Welcome Address

Daniel Weinstein, Conference Producer, Buyouts Insider

Featured Content
10:00 - 10:30

Keynote/Fireside Chat

10:30 - 10:45

Networking Break

10:45 - 12:05

Rountable Sessions

Featuring 20-minute roundtable discussions. Sessions to be determined.

Kay Blackwell

Director of Investor Relations, Argand Partners

Kay Blackwell is the Director of Investor Relations and Corporate Communications of Argand. Prior to joining Argand in November 2018, she was a Managing Director with The Rohatyn Group focused on business development and investor relations. Previousl… Read full bio

Greg Bohlen

Managing General Partner, Union Grove Venture Partners

Greg Bohlen co-founded Union Grove Venture Partners in 2014. Prior to that, he joined Morgan Creek in 2011 to extend Morgan Creek’s venture exposure. Greg’s experience and relationships in the venture capital and investment banking communities have b… Read full bio

Clay Gordon

Managing Partner, Stout Street Capital

Clay is Managing Partner of Stout Street Capital, which he co-founded in 2016. Upon graduation from the University of Colorado, Clay joined a large Washington DC-based nonprofit where he led regional development efforts in the Southeast, contributing… Read full bio

Rush Harvey

Director of Investments, Texas A&M Foundation

Rush Harvey joined the Texas A&M Foundation in February 2018 and currently serves as Director of Investments. Mr. Harvey previously served as Director of Investments at the KSU Foundation in Manhattan, KS. In this role, he worked in conjunction with… Read full bio

Jed Johnson

Senior Managing Director, Crow Holdings Capital Investment Partners

Jed Johnson leads Private Equity and Venture Capital Strategies for Crow Holdings Capital – Investment Partners (“CHCIP”), representing approximately $500 million of invested and committed capital. He is responsible for the firm’s private markets inv… Read full bio

Eliot Kerlin

Partner, Insight Equity

Eliot is a Senior Partner and the Chief Structuring Officer at Insight Equity. Prior to Insight Equity, Eliot served as Turnaround Manager for Bay State Paper Company while the company was in Chapter 11. Previously, Eliot was an Associate at Jupiter… Read full bio

Bruce MacDonald

Managing Director, VCU Investment Management Company

Bruce MacDonald, Managing Director; Prior to joining VCIMCO, Bruce was the Chief Investment Officer and Managing Partner of Crayna Capital, an advisory firm focused on providing alternative investment solutions to sustainability focused clients. Prio… Read full bio

Jay Mitchell

Managing Partner and Co-Founder, Bluffview Energy Capital

Mr. Mitchell, a Managing Partner and Co-Founder of Bluffview Energy Capital, is responsible for raising investor capital, deal origination, and structuring and monitoring of portfolio investments. He has over 30 years of experience in geophysics, eng… Read full bio

Russ Roenick

Founder & Managing Partner, Transom Capital Group

Mr. Roenick is a Founder and Managing Partner of Transom Capital Group. Prior to Transom Capital, Mr. Roenick was a Junior Partner at McKinsey & Company. Previously, Mr. Roenick worked as a product strategist at Microsoft and an investment banker at… Read full bio

Jim Snyder

Partner, Hammond, Kennedy, Whitney & Company

Jim joined HKW in 1999. His primary responsibility is to lead the firm’s Investor Relations and Co-investment programs. He travels regularly to meet with limited partners, co-investment funding sources, and lending institutions across North America.… Read full bio
View all speakers

The ExecConnect Private Meeting Program:

  • Connects LPs actively looking to commit capital with GPs who are fundraising or seeking to build new LP relationships
  • Meetings are 20-min, private, and curated by conference directors based on detailed investor profiles
  • Over 11,000 LP-GP meetings facilitated to date, with 2700+ in 2018 alone
  • Billions of dollars raised with past commitments ranging from a few million dollars to larger checks as high as $100 million

If you’re an LP- ExecConnect gives you the opportunity to meet and screen new GP’s in a time-efficient, personalized manner. Instead of looking over spreadsheets and pitchbooks, you’re able to hand-pick a schedule of face to face meetings from a selection of 50-60 PE and VC fund managers of various sizes and strategies.

LPs who take three 20-min meetings, attend our event complimentary, as well as our LP dinners and workshops.

If you’re a GP- As a participant in our ExecConnect program, simply show up on-site, and you’ll have a roster of 1:1 LP meetings arranged through our proprietary match-making system. The LP’s who participate in ExecConnect are decision-makers at Pensions, Endowments, Foundations, Insurance Companies, Fund of Funds and more.

Each meeting is set-up based on the LPs interest in your firm and/or your firm’s strategy, ensuring that each meeting is productive.


Limited Partners attend our events complimentary, through taking a handful of meetings in the program.
For more information on attending as a qualified investor, please contact:
Grant Catton


General Partners raising capital have a variety of options to enter the meetings program.
For more information on ExecConnect packages and maximizing your participation, please contact:
Kevin McCaffrey

Andrew C. Yale


General Partner Packages Includes:

  • Multiple passes
  • ExecConnect – Guaranteed LP meetings; ability to review and rank LP preferences
  • Branding
  • Speaking opportunities
  • VIP Dinner invitation
  • Other creative opportunities include: meeting space sponsorship


Count on PartnerConnect to Introduce You to Your Next Investor

If you’re interested in raising funds then you don’t want to miss the opportunity to meet with our LPs privately at one of our PartnerConnect events through our ExecConnect private meeting program. With ExecConnect, you can maximize your time by letting us handle the introductions.

Here’s How it Works:

  • Contact Kevin McCaffrey at, who can get you set up with an ExecConnect profile and explain next steps on LP meetings.
  • Institutional Investors review profiles of all GPs and prioritize those whom they are interested in meeting.
  • We arrange private one-on-one meetings at our PartnerConnect events with LPs who have indicated an interest in your firm.


There’s not a more efficient way to make in-person connections with fund managers than at PartnerConnect

What is the PartnerConnect Institutional Investor Pass?

PartnerConnect offers qualified investors the opportunity to attend our events free of charge, with a complimentary Institutional Investor Pass. To be considered, you must be a qualified investor or advisor who allocates capital to alternative asset managers or advises institutional investors to make such commitments.

Here’s What You Can Do with the Institutional Investor Pass:

  • Attend our events free of charge, taking advantage of all conference sessions
  • Sift through scores of GPs in the PE, venture, real estate, and growth equity spaces, and pick the meetings that you want, which we schedule for you.
  • Attend any post event workshops
  • Bring a colleague for free
  • Network with other institutional investors during a private dinner, usually at a 5-star restaurant or special venue

Requirements of an Institutional Investor Pass:

In exchange for all the benefits listed above, we ask that you participate in our ExecConnect private meeting program, which enables you to meet directly with fund managers whose investment goals match yours. These meetings are pre-arranged by conference organizers, and you get to choose the firms you meet with for focused, efficient networking. We ask that you take at least 3 meetings with managers.


Shake Hands With 150+ Financial Sponsors at Each of Our PartnerConnect Events

Our events are designed with bankers, lenders and service providers squarely in the middle of all of the action at our PartnerConnect events throughout the year. Unlike most competing events, our attendee rosters are typically 90% or more comprised of limited partners and fund managers, which means a strikingly low amount of service providers. Your ticket includes first rate networking with senior decision makers at private market funds (PE, VC, Real Estate and more), as well as limited partners who back them. Group passes and discounts are available. Bankers and lenders also receive a complimentary pass to our well-known Deal Makers’ Dinner, alongside PE firms on the middle night of the conference. For service providers a select few passes are available through dinner sponsorship.

To get still more out of the event with sponsorship opportunities, including attendee lists, branding, and speaking roles, please reach out to please contact Vikash Magdani at

Contact Bob Raidt at Lawrence Dvorchik at or call +1 646 545 4429  for further benefits of PartnerConnect events, the Banker/Lender package and our special group rates.


Hotel Information

Fairmont Dallas

1717 N. Akard Street
Dallas, TX
Hotel Phone: (214) 720-2020


Discounted Rates: $169 (plus applicable taxes and fees)
Phone Reservations: 1-800-441-1414
Online Reservations

(Enter arrival & departure dates and click “check dates” box.  This will automatically default to group discounted rates and display room types available).

Requests for room assignments may also be made by calling our toll-free number at 1-800-441-1414 and referencing the PEI LLC/ PartnerConnect Texas conferenceDiscounted rates are good through, November 18, 2019. However, please note that the discounted group block is subject to availability and is not guaranteed. Rooms are available on a first-come first-served basis, be sure to book your room early.


Fairmont Dallas

Advanced Rates (Expires 10/4/19)
Fund Managers – $2,550
Independent Sponsors – $1,000
Service Providers – $2,520
LPs/Family Offices – Complimentary

Early-Bird Rates (Expires 11/8/19)
Fund Managers – $2,700
Independent Sponsors – $1,350
Service Providers – $2,800
LPs/Family Offices – Complimentary

Standard Rates
Fund Managers – $3,000
Independent Sponsors – $1,500
Service Providers – $3,300
LPs/Family Offices – Complimentary

The ExecConnect Deadline for this event is November 22, 2019.
After this date we cannot guarantee LP-GP one-on-one meetings.

Contact Kevin McCaffrey at 646-356-4503 or
Packages Includes:

  • Multiple passes
  • ExecConnect – Guaranteed LP meetings; ability to review and rank LP preferences
  • Branding
  • Speaking opportunities
  • VIP Dinner invitation
  • Other creative opportunities include: meeting space sponsorship

Contact Lawrence Dvorchik at 908-601-3166 or for more information.

Contact Grant Catton at 646-321-4864 or for more information.

As an accredited institutional investor you may qualify for a Complimentary Institutional Investor Pass. Recipients of this Investor Pass may attend the entire conference program and the general networking reception, if you agree to participate in our ExecConnect 1:1 meeting program for at least three 20-minute private meetings with fund managers of your choice at a time of your choice.

By applying for a complimentary pass below, you certify that your firm is a qualified institutional investor that commits capital to alternative asset managers, or that your firm advises institutional investors to make such commitments. You also certify that your firm is an accredited investor as defined by Rule 501 of Regulation D of the Securities Act of 1933. You agree to take at least 3 private meetings as part of the ExecConnect Meetings Program.

Please note: Fund of Funds who qualify for a complimentary pass are restricted to those who are responsible to approve, oversee or research primary commitments to fund managers. Professionals who work on secondaries, directs, fundraising, marketing, business development, or in an administrative capacity, would not qualify. We will be in touch once you have submitted your application. If you have any questions in the meantime, please contact

PartnerConnect On-Demand Webinar Series

Cutting-edge resources curated for private market fund managers, institutional investors,
family office & financial advisors, wealth managers, GPs and LPs.

Here you will find thought leadership webinars to assist financial professionals in the fund marketing and investor servicing industry — highlighting the markets and investment opportunities that matter to you. Due to compliance regulations, we are only able to share the recording with you. We do not provide the presentations for download. You will be asked to register prior to viewing the recordings.


Best Practices: Trends in Compensating Top PE/VC Talent

Unsure what to pay in salary, bonus and carry to attract the best of the best? Worried about losing talent to the competition? Wondering how quickly rival firms are building up their payrolls?

Family Office Master Class: Making Money, Doing Good with Opportunity Zone Funds

Watch this webinar on opportunity zone funds—partnership or corporations set up by entrepreneurs, developers and money managers to invest in the nearly 9,000 state-designated opportunity zones across the country. Looking to save millions of dollars in capital gains taxes? Eager to have a positive impact in poor communities by investing in real estate, infrastructure projects and private equity? Don’t miss this webinar

GP Fundraising: Identifying Active Family Offices for Funds, Co-Investments

Family offices make great limited partners. They’re open to investment strategies of all kinds. They have a soft spot for debut funds and emerging managers. They like to co-invest. They decide quickly. And family offices are shifting money from hedge funds to private equity. So how do you break into or expand in this lucrative market?

PE/VC Masterclass: Building Processes for Agile and Flexible Deal Flow Management

Did you know that most PE professionals review just a small percentage of the universe of deal flow in their target markets? It’s true, according to the latest research. But it’s also true that you can take steps right now to see more deals and better-quality deals. This webinar brought to you by Backstop Solutions Group, the leading provider of productivity tools to private equity firms and their investors.

IR Masterclass: Keeping LPs Satisfied in an Age of Transparency

As a private equity professional, you know how critical it is to keep investors happy at every stage of the fund lifecycle—from courtship to final close to that final distribution. Find out best practices in LP reporting and annual meetings.

Want to Drive Operational Efficiency? The C-Suite Needs to Lead Organizational Change

Is your firm still leaning a little too heavily on Excel spreadsheets? Feel like you’ve lost a step to rival deal sponsors quicker to adopt new platforms? You’ll hear executives from blue-chip private equity and venture capital firms share best practices for getting their firms to adopt new technologies to streamline both fundraising and deal-making.

PE/VC Best Practices: How Independent Sponsors Source Deals and Raise Capital

Are you an independent sponsor looking for fresh sources of proprietary acquisitions? Looking for tips on raising capital for your next purchase? Don’t miss this special webinar on critical strategies for working with attorneys, family offices, investment bankers and business brokers, and business owners who can open doors to great deals.

PE/VC Best Practices: How Independent Sponsors Can Identify and Win Profitable Deals

Are you an independent sponsor looking to expand your circle of proprietary deal sources? Looking for an edge in winning limited auctions? Don’t miss this webinar on the latest strategies for working with accountants, attorneys, business brokers, investment bankers and, of course, business owners who can lead you to your next great deal.

PE/VC Best Practices: Putting LPs at Ease on Cybersecurity and IT Outsourcing

Limited partners have little tolerance for fund managers that aren’t up to speed on their cybersecurity and privacy requirements. Fall behind in these critical areas and your days raising institutional money will be numbered. Don’t miss this webinar.

IR Masterclass: Avoiding Top Timewasters in LP Communications and Reporting

Join Buyouts Insider for an important webinar on the new normal in transparency in the PE and VC industry. More than ever LPs expect GPs to be open and forthcoming with information related to the performance of funds, the performance of the underlying portfolio companies, and the ongoing allocation of partnership fees and expenses; LPs also want a full accounting of how co-investment opportunities and expenses are allocated. GPs need to provide these services in a time-efficient and cost-effective way.


PE/VC Best Practices: How to Compensate Top Talent
View Here

GP Best Practices: How to Expand Your Portfolio Companies Abroad
View Here

What to Do NOW to Prepare for Coming Regulatory, Legislative, Tax changes
View Here

Ready for a Downturn? New Strategies for Cutting Portfolio Company Costs
View Here

GP Fundraising: Identifying Active Family Offices for Funds, Co-Investments
View Here

Inside the LP Mind: Allocating to Private Real Estate in the Current Environment
View Here

LP Perspective: Best Practices in Benchmarking Private Equity Returns
View Here

The Fundraising Survival Guide for Emerging Real Estate Managers
View Here

Emerging Managers: How to Build a Successful Co-investment Program for Investors
View Here

LP Perspective: What Public Pensions Want From PE/VC Fund Managers
View Here

IR Master Class: Keeping LPs Satisfied in an age of Increasing Transparency
View Here

Top Strategies for Raising Money from Family Offices
View Here

Top Trends Generating Investment Opportunities in The Tech Sector
View Here

Improving Your Deal Sourcing Operations
View Here

Identifying Potential Investors for Emerging Manager Funds
View Here

PE/VC Roadshow Bootcamp: Getting Your Pitch Ready for Prime Time
View Here